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: 402,639 shares; 2024Q4: 397,496 shares; 2025Q1: 399,743 shares; 2025Q2: 403,635 shares; 2025Q3: 402,464 shares; 2025Q4: 427,645 shares; 2026Q1: 426,381 shares 426,381 $108M 4% -1,264 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: 428,081 shares; 2024Q4: 454,106 shares; 2025Q1: 390,520 shares; 2025Q2: 414,471 shares; 2025Q3: 416,270 shares; 2025Q4: 400,695 shares; 2026Q1: 402,159 shares 402,159 $70.1M 2.59% +1,464 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: 116,493 shares; 2024Q4: 115,535 shares; 2025Q1: 117,726 shares; 2025Q2: 118,330 shares; 2025Q3: 116,823 shares; 2025Q4: 118,474 shares; 2026Q1: 120,693 shares 120,693 $69.7M 2.58% +2,219 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: 66,864 shares; 2024Q4: 69,879 shares; 2025Q1: 76,513 shares; 2025Q2: 79,400 shares; 2025Q3: 77,205 shares; 2025Q4: 84,151 shares; 2026Q1: 88,477 shares 88,477 $57.5M 2.13% +4,326 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: 94,356 shares; 2024Q4: 78,758 shares; 2025Q1: 87,371 shares; 2025Q2: 86,193 shares; 2025Q3: 84,164 shares; 2025Q4: 92,667 shares; 2026Q1: 87,465 shares 87,465 $57.1M 2.11% -5,202 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,686 shares; 2024Q4: 156,152 shares; 2025Q1: 153,594 shares; 2025Q2: 153,384 shares; 2025Q3: 141,291 shares; 2025Q4: 144,741 shares; 2026Q1: 149,571 shares 149,571 $55.4M 2.05% +4,830 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: 250,087 shares; 2024Q4: 220,647 shares; 2025Q1: 218,672 shares; 2025Q2: 227,629 shares; 2025Q3: 211,442 shares; 2025Q4: 212,704 shares; 2026Q1: 221,447 shares 221,447 $46.1M 1.71% +8,743 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,203 shares; 2024Q4: 765,633 shares; 2025Q1: 860,955 shares; 2025Q2: 916,820 shares; 2025Q3: 960,923 shares; 2025Q4: 1,061,026 shares; 2026Q1: 1,079,602 shares 1,079,602 $40.2M 1.48% +18,576 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 520,396 shares; 2025Q1: 587,776 shares; 2025Q2: 640,521 shares; 2025Q3: 664,177 shares; 2025Q4: 696,333 shares; 2026Q1: 719,766 shares 719,766 $36.3M 1.34% +23,433 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: 166,669 shares; 2024Q4: 163,453 shares; 2025Q1: 166,022 shares; 2025Q2: 164,758 shares; 2025Q3: 165,569 shares; 2025Q4: 172,371 shares; 2026Q1: 175,920 shares 175,920 $33.7M 1.25% +3,549 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: 67,972 shares; 2024Q4: 56,171 shares; 2025Q1: 55,673 shares; 2025Q2: 56,347 shares; 2025Q3: 58,523 shares; 2025Q4: 58,494 shares; 2026Q1: 59,758 shares 59,758 $28.6M 1.06% +1,264 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: 107,992 shares; 2024Q4: 88,949 shares; 2025Q1: 98,242 shares; 2025Q2: 99,139 shares; 2025Q3: 99,721 shares; 2025Q4: 98,690 shares; 2026Q1: 98,133 shares 98,133 $28.2M 1.04% -557 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590,507 shares; 2025Q2: 642,744 shares; 2025Q3: 686,977 shares; 2025Q4: 757,637 shares; 2026Q1: 808,072 shares 808,072 $25.7M 0.95% +50,435 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,198,667 shares 1,198,667 $24.4M 0.9% new 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: 121,842 shares; 2024Q4: 182,010 shares; 2025Q1: 207,723 shares; 2025Q2: 204,498 shares; 2025Q3: 205,284 shares; 2025Q4: 229,717 shares; 2026Q1: 241,793 shares 241,793 $24M 0.89% +12,076 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: 181,438 shares; 2024Q4: 209,321 shares; 2025Q1: 215,078 shares; 2025Q2: 225,067 shares; 2025Q3: 233,167 shares; 2025Q4: 238,779 shares; 2026Q1: 243,601 shares 243,601 $22.1M 0.82% +4,822 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: 81,293 shares; 2024Q4: 67,509 shares; 2025Q1: 63,118 shares; 2025Q2: 74,403 shares; 2025Q3: 74,809 shares; 2025Q4: 74,159 shares; 2026Q1: 75,566 shares 75,566 $21.7M 0.8% +1,407 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: 74,666 shares; 2024Q4: 72,331 shares; 2025Q1: 73,663 shares; 2025Q2: 74,287 shares; 2025Q3: 68,693 shares; 2025Q4: 68,880 shares; 2026Q1: 67,826 shares 67,826 $20M 0.74% -1,054 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: 25,088 shares; 2024Q4: 21,824 shares; 2025Q1: 24,981 shares; 2025Q2: 33,327 shares; 2025Q3: 28,870 shares; 2025Q4: 29,249 shares; 2026Q1: 33,519 shares 33,519 $19.2M 0.71% +4,270 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: 17,705 shares; 2024Q4: 21,150 shares; 2025Q1: 20,878 shares; 2025Q2: 20,752 shares; 2025Q3: 18,690 shares; 2025Q4: 18,095 shares; 2026Q1: 18,872 shares 18,872 $18.8M 0.7% +777 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: 123,287 shares; 2024Q4: 124,399 shares; 2025Q1: 124,285 shares; 2025Q2: 119,335 shares; 2025Q3: 114,367 shares; 2025Q4: 113,665 shares; 2026Q1: 107,213 shares 107,213 $18.2M 0.67% -6,452 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: 131,169 shares; 2024Q4: 120,529 shares; 2025Q1: 124,023 shares; 2025Q2: 128,670 shares; 2025Q3: 130,109 shares; 2025Q4: 340,348 shares; 2026Q1: 358,743 shares 358,743 $18.2M 0.67% +18,395 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: 124,369 shares; 2024Q4: 150,069 shares; 2025Q1: 144,350 shares; 2025Q2: 143,641 shares; 2025Q3: 139,391 shares; 2025Q4: 138,531 shares; 2026Q1: 139,802 shares 139,802 $17.4M 0.64% +1,271 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: 39,250 shares; 2024Q4: 49,473 shares; 2025Q1: 53,262 shares; 2025Q2: 49,961 shares; 2025Q3: 43,640 shares; 2025Q4: 40,367 shares; 2026Q1: 45,037 shares 45,037 $17.3M 0.64% +4,670 Timeline PGHY 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: 593,597 shares; 2024Q4: 750,306 shares; 2025Q1: 852,762 shares; 2025Q2: 827,259 shares; 2025Q3: 830,371 shares; 2025Q4: 860,104 shares; 2026Q1: 883,234 shares 883,234 $17.1M 0.63% +23,130 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: 15,515 shares; 2024Q4: 34,356 shares; 2025Q1: 32,870 shares; 2025Q2: 33,909 shares; 2025Q3: 34,790 shares; 2025Q4: 34,694 shares; 2026Q1: 33,585 shares 33,585 $16.8M 0.62% -1,109 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: 86,171 shares; 2024Q4: 76,767 shares; 2025Q1: 78,611 shares; 2025Q2: 84,136 shares; 2025Q3: 64,120 shares; 2025Q4: 54,332 shares; 2026Q1: 52,985 shares 52,985 $16.4M 0.61% -1,347 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: 21,702 shares; 2024Q4: 18,095 shares; 2025Q1: 20,719 shares; 2025Q2: 22,044 shares; 2025Q3: 21,609 shares; 2025Q4: 23,039 shares; 2026Q1: 27,061 shares 27,061 $16.2M 0.6% +4,022 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: 136,002 shares; 2024Q4: 75,040 shares; 2025Q1: 186,654 shares; 2025Q2: 174,714 shares; 2025Q3: 178,835 shares; 2025Q4: 184,788 shares; 2026Q1: 208,861 shares 208,861 $16M 0.59% +24,073 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: 73,274 shares; 2024Q4: 72,507 shares; 2025Q1: 73,397 shares; 2025Q2: 72,054 shares; 2025Q3: 72,613 shares; 2025Q4: 73,666 shares; 2026Q1: 80,306 shares 80,306 $15.8M 0.58% +6,640 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: 80,234 shares; 2024Q4: 80,436 shares; 2025Q1: 75,142 shares; 2025Q2: 79,699 shares; 2025Q3: 73,374 shares; 2025Q4: 75,967 shares; 2026Q1: 74,297 shares 74,297 $15.4M 0.57% -1,670 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: 41,514 shares; 2024Q4: 36,442 shares; 2025Q1: 31,844 shares; 2025Q2: 33,691 shares; 2025Q3: 37,294 shares; 2025Q4: 36,219 shares; 2026Q1: 34,761 shares 34,761 $15.2M 0.56% -1,458 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: 58,699 shares; 2024Q4: 58,055 shares; 2025Q1: 58,870 shares; 2025Q2: 60,227 shares; 2025Q3: 59,455 shares; 2025Q4: 59,996 shares; 2026Q1: 60,020 shares 60,020 $14.7M 0.54% +24 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: 191,788 shares; 2024Q4: 218,876 shares; 2025Q1: 219,377 shares; 2025Q2: 201,779 shares; 2025Q3: 207,028 shares; 2025Q4: 204,583 shares; 2026Q1: 154,152 shares 154,152 $13.6M 0.5% -50,431 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: 29,740 shares; 2024Q4: 29,438 shares; 2025Q1: 32,620 shares; 2025Q2: 35,265 shares; 2025Q3: 33,827 shares; 2025Q4: 35,436 shares; 2026Q1: 35,906 shares 35,906 $13.3M 0.49% +470 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,943 shares; 2024Q4: 138,164 shares; 2025Q1: 154,239 shares; 2025Q2: 166,392 shares; 2025Q3: 173,246 shares; 2025Q4: 153,734 shares; 2026Q1: 132,415 shares 132,415 $13.3M 0.49% -21,319 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: 13,424 shares; 2024Q4: 12,424 shares; 2025Q1: 14,949 shares; 2025Q2: 11,857 shares; 2025Q3: 11,951 shares; 2025Q4: 18,619 shares; 2026Q1: 18,780 shares 18,780 $13.3M 0.49% +161 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,567 shares; 2024Q4: 123,254 shares; 2025Q1: 116,553 shares; 2025Q2: 112,386 shares; 2025Q3: 114,382 shares; 2025Q4: 119,044 shares; 2026Q1: 123,551 shares 123,551 $12.8M 0.47% +4,507 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: 31,217 shares; 2024Q4: 41,723 shares; 2025Q1: 39,284 shares; 2025Q2: 39,031 shares; 2025Q3: 38,968 shares; 2025Q4: 38,602 shares; 2026Q1: 41,467 shares 41,467 $12.5M 0.46% +2,865 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: 250,931 shares; 2024Q4: 247,009 shares; 2025Q1: 244,733 shares; 2025Q2: 243,523 shares; 2025Q3: 239,216 shares; 2025Q4: 237,223 shares; 2026Q1: 238,397 shares 238,397 $11.6M 0.43% +1,174 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,314 shares; 2024Q4: 358,631 shares; 2025Q1: 400,899 shares; 2025Q2: 412,043 shares; 2025Q3: 436,196 shares; 2025Q4: 433,625 shares; 2026Q1: 394,534 shares 394,534 $11.3M 0.42% -39,091 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: 23,079 shares; 2024Q4: 55,910 shares; 2025Q1: 62,090 shares; 2025Q2: 77,426 shares; 2025Q3: 79,472 shares; 2025Q4: 72,497 shares; 2026Q1: 76,683 shares 76,683 $11.2M 0.41% +4,186 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: 45,809 shares; 2024Q4: 44,653 shares; 2025Q1: 41,798 shares; 2025Q2: 42,643 shares; 2025Q3: 41,930 shares; 2025Q4: 84,150 shares; 2026Q1: 83,582 shares 83,582 $11.1M 0.41% -568 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,483 shares; 2025Q3: 63,161 shares; 2025Q4: 222,255 shares; 2026Q1: 267,637 shares 267,637 $11.1M 0.41% +45,382 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: 140,109 shares; 2024Q4: 142,853 shares; 2025Q1: 155,387 shares; 2025Q2: 154,506 shares; 2025Q3: 141,918 shares; 2025Q4: 146,613 shares; 2026Q1: 144,827 shares 144,827 $11M 0.41% -1,786 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: 31,721 shares; 2025Q1: 27,120 shares; 2025Q2: 29,700 shares; 2025Q3: 36,947 shares; 2025Q4: 40,795 shares; 2026Q1: 43,452 shares 43,452 $10.3M 0.38% +2,657 Timeline DFAU 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: 331,675 shares; 2024Q4: 136,836 shares; 2025Q1: 139,781 shares; 2025Q2: 151,782 shares; 2025Q3: 183,655 shares; 2025Q4: 213,065 shares; 2026Q1: 227,626 shares 227,626 $10.3M 0.38% +14,561 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: 72,577 shares; 2024Q4: 97,690 shares; 2025Q1: 86,802 shares; 2025Q2: 171,728 shares; 2025Q3: 253,530 shares; 2025Q4: 236,354 shares; 2026Q1: 147,956 shares 147,956 $10.1M 0.37% -88,398 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: 64,093 shares; 2024Q4: 65,986 shares; 2025Q1: 27,219 shares; 2025Q2: 27,341 shares; 2025Q3: 28,199 shares; 2025Q4: 30,064 shares; 2026Q1: 23,314 shares 23,314 $9.94M 0.37% -6,750 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: 317,313 shares; 2024Q4: 136,139 shares; 2025Q1: 137,174 shares; 2025Q2: 135,915 shares; 2025Q3: 139,974 shares; 2025Q4: 140,529 shares; 2026Q1: 139,563 shares 139,563 $9.9M 0.37% -966 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: 57,826 shares; 2024Q4: 58,572 shares; 2025Q1: 63,551 shares; 2025Q2: 61,941 shares; 2025Q3: 53,225 shares; 2025Q4: 47,464 shares; 2026Q1: 44,813 shares 44,813 $9.75M 0.36% -2,651 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,241 shares; 2024Q4: 91,059 shares; 2025Q1: 91,881 shares; 2025Q2: 108,266 shares; 2025Q3: 102,019 shares; 2025Q4: 104,061 shares; 2026Q1: 107,147 shares 107,147 $9.69M 0.36% +3,086 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: 107,237 shares; 2024Q4: 106,917 shares; 2025Q1: 110,989 shares; 2025Q2: 112,009 shares; 2025Q3: 106,040 shares; 2025Q4: 105,799 shares; 2026Q1: 103,559 shares 103,559 $9.6M 0.36% -2,240 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: 109,658 shares; 2024Q4: 130,531 shares; 2025Q1: 130,621 shares; 2025Q2: 135,442 shares; 2025Q3: 135,584 shares; 2025Q4: 141,918 shares; 2026Q1: 137,669 shares 137,669 $9.6M 0.36% -4,249 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,413 shares; 2024Q4: 148,714 shares; 2025Q1: 175,698 shares; 2025Q2: 172,004 shares; 2025Q3: 175,032 shares; 2025Q4: 182,747 shares; 2026Q1: 189,583 shares 189,583 $9.32M 0.34% +6,836 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: 98,338 shares; 2024Q4: 98,071 shares; 2025Q1: 97,230 shares; 2025Q2: 105,055 shares; 2025Q3: 106,586 shares; 2025Q4: 111,921 shares; 2026Q1: 118,978 shares 118,978 $9.23M 0.34% +7,057 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: 31,085 shares; 2024Q4: 31,726 shares; 2025Q1: 40,585 shares; 2025Q2: 40,166 shares; 2025Q3: 35,232 shares; 2025Q4: 36,587 shares; 2026Q1: 37,437 shares 37,437 $9.07M 0.34% +850 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: 69,830 shares; 2024Q4: 64,414 shares; 2025Q1: 72,175 shares; 2025Q2: 77,879 shares; 2025Q3: 68,997 shares; 2025Q4: 72,363 shares; 2026Q1: 74,549 shares 74,549 $8.97M 0.33% +2,186 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: 26,003 shares; 2024Q4: 23,507 shares; 2025Q1: 28,955 shares; 2025Q2: 28,503 shares; 2025Q3: 28,822 shares; 2025Q4: 29,377 shares; 2026Q1: 29,828 shares 29,828 $8.57M 0.32% +451 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: 158,494 shares; 2024Q4: 128,291 shares; 2025Q1: 127,151 shares; 2025Q2: 174,132 shares; 2025Q3: 154,444 shares; 2025Q4: 174,004 shares; 2026Q1: 167,005 shares 167,005 $8.38M 0.31% -6,999 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: 38,811 shares; 2024Q4: 45,559 shares; 2025Q1: 44,139 shares; 2025Q2: 43,941 shares; 2025Q3: 38,609 shares; 2025Q4: 34,316 shares; 2026Q1: 33,148 shares 33,148 $8.22M 0.3% -1,168 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: 122,178 shares; 2024Q4: 111,945 shares; 2025Q1: 111,189 shares; 2025Q2: 110,493 shares; 2025Q3: 108,349 shares; 2025Q4: 106,115 shares; 2026Q1: 103,235 shares 103,235 $8.22M 0.3% -2,880 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: 39,115 shares; 2024Q4: 36,126 shares; 2025Q1: 56,166 shares; 2025Q2: 56,856 shares; 2025Q3: 57,100 shares; 2025Q4: 72,875 shares; 2026Q1: 110,773 shares 110,773 $7.97M 0.29% +37,898 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: 93,191 shares; 2024Q4: 91,929 shares; 2025Q1: 89,096 shares; 2025Q2: 90,736 shares; 2025Q3: 93,492 shares; 2025Q4: 90,709 shares; 2026Q1: 87,853 shares 87,853 $7.87M 0.29% -2,856 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: 14,162 shares; 2024Q4: 17,902 shares; 2025Q1: 17,526 shares; 2025Q2: 17,663 shares; 2025Q3: 17,484 shares; 2025Q4: 17,917 shares; 2026Q1: 16,857 shares 16,857 $7.81M 0.29% -1,060 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,397 shares; 2025Q1: 14,585 shares; 2025Q2: 82,114 shares; 2025Q3: 82,449 shares; 2025Q4: 79,877 shares; 2026Q1: 61,275 shares 61,275 $7.67M 0.28% -18,602 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: 66,413 shares; 2024Q4: 66,629 shares; 2025Q1: 74,271 shares; 2025Q2: 80,509 shares; 2025Q3: 80,677 shares; 2025Q4: 82,666 shares; 2026Q1: 77,663 shares 77,663 $7.64M 0.28% -5,003 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: 249,148 shares; 2024Q4: 20,187 shares; 2025Q1: 19,424 shares; 2025Q2: 19,858 shares; 2025Q3: 20,427 shares; 2025Q4: 20,442 shares; 2026Q1: 23,699 shares 23,699 $7.6M 0.28% +3,257 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: 86,104 shares; 2024Q4: 99,127 shares; 2025Q1: 91,361 shares; 2025Q2: 84,312 shares; 2025Q3: 88,319 shares; 2025Q4: 100,332 shares; 2026Q1: 102,717 shares 102,717 $7.56M 0.28% +2,385 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: 23,203 shares; 2024Q4: 23,855 shares; 2025Q1: 24,083 shares; 2025Q2: 23,164 shares; 2025Q3: 23,581 shares; 2025Q4: 23,688 shares; 2026Q1: 24,196 shares 24,196 $7.52M 0.28% +508 Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,865 shares; 2026Q1: 148,563 shares 148,563 $7.44M 0.27% +90,698 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,754 shares; 2024Q4: 47,744 shares; 2025Q1: 4,151 shares; 2025Q2: 8,157 shares; 2025Q3: 7,851 shares; 2025Q4: 8,076 shares; 2026Q1: 50,516 shares 50,516 $7.36M 0.27% +42,440 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: 41,304 shares; 2024Q4: 45,584 shares; 2025Q1: 49,135 shares; 2025Q2: 46,757 shares; 2025Q3: 44,751 shares; 2025Q4: 44,619 shares; 2026Q1: 44,281 shares 44,281 $7.32M 0.27% -338 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,234 shares; 2024Q4: 347,104 shares; 2025Q1: 334,115 shares; 2025Q2: 331,290 shares; 2025Q3: 349,380 shares; 2025Q4: 363,039 shares; 2026Q1: 374,743 shares 374,743 $7.23M 0.27% +11,704 Timeline VCIT 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: 76,654 shares; 2024Q4: 77,390 shares; 2025Q1: 83,130 shares; 2025Q2: 87,326 shares; 2025Q3: 96,315 shares; 2025Q4: 97,691 shares; 2026Q1: 87,155 shares 87,155 $7.21M 0.27% -10,536 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628,009 shares; 2024Q4: 660,122 shares; 2025Q1: 661,231 shares; 2025Q2: 661,541 shares; 2025Q3: 659,351 shares; 2025Q4: 654,542 shares; 2026Q1: 712,301 shares 712,301 $7.19M 0.27% +57,759 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: 31,854 shares; 2024Q4: 31,252 shares; 2025Q1: 29,187 shares; 2025Q2: 30,484 shares; 2025Q3: 33,050 shares; 2025Q4: 33,771 shares; 2026Q1: 32,940 shares 32,940 $7.08M 0.26% -831 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: 31,390 shares; 2024Q4: 38,848 shares; 2025Q1: 31,604 shares; 2025Q2: 32,057 shares; 2025Q3: 33,370 shares; 2025Q4: 35,582 shares; 2026Q1: 32,595 shares 32,595 $6.96M 0.26% -2,987 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: 18,845 shares; 2024Q4: 20,435 shares; 2025Q1: 21,703 shares; 2025Q2: 21,707 shares; 2025Q3: 18,797 shares; 2025Q4: 19,686 shares; 2026Q1: 20,069 shares 20,069 $6.78M 0.25% +383 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 138,747 shares; 2025Q4: 335,252 shares; 2026Q1: 361,632 shares 361,632 $6.75M 0.25% +26,380 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: 44,117 shares; 2024Q4: 49,595 shares; 2025Q1: 51,096 shares; 2025Q2: 53,282 shares; 2025Q3: 54,497 shares; 2025Q4: 56,448 shares; 2026Q1: 56,601 shares 56,601 $6.7M 0.25% +153 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: 22,331 shares; 2024Q4: 20,110 shares; 2025Q1: 22,323 shares; 2025Q2: 21,235 shares; 2025Q3: 30,854 shares; 2025Q4: 30,796 shares; 2026Q1: 40,467 shares 40,467 $6.66M 0.25% +9,671 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: 22,498 shares; 2025Q3: 34,285 shares; 2025Q4: 52,174 shares; 2026Q1: 49,793 shares 49,793 $6.63M 0.25% -2,381 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: 33,909 shares; 2024Q4: 41,472 shares; 2025Q1: 39,088 shares; 2025Q2: 39,075 shares; 2025Q3: 41,560 shares; 2025Q4: 71,050 shares; 2026Q1: 67,311 shares 67,311 $6.54M 0.24% -3,739 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: 15,819 shares; 2024Q4: 13,517 shares; 2025Q1: 13,816 shares; 2025Q2: 17,281 shares; 2025Q3: 18,320 shares; 2025Q4: 20,156 shares; 2026Q1: 19,875 shares 19,875 $6.54M 0.24% -281 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: not reported; 2024Q4: not reported; 2025Q1: 3,578 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares; 2025Q4: 4,375 shares; 2026Q1: 22,497 shares 22,497 $6.54M 0.24% +18,122 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: 11,110 shares; 2024Q4: 11,469 shares; 2025Q1: 10,467 shares; 2025Q2: 12,023 shares; 2025Q3: 8,467 shares; 2025Q4: 62,620 shares; 2026Q1: 67,666 shares 67,666 $6.51M 0.24% +5,046 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: 29,389 shares; 2024Q4: 32,018 shares; 2025Q1: 32,935 shares; 2025Q2: 35,441 shares; 2025Q3: 38,990 shares; 2025Q4: 41,144 shares; 2026Q1: 41,847 shares 41,847 $6.5M 0.24% +703 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,430 shares; 2025Q4: 226,164 shares; 2026Q1: 230,722 shares 230,722 $6.49M 0.24% +4,558 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: 132,401 shares; 2024Q4: 52,916 shares; 2025Q1: 51,015 shares; 2025Q2: 74,449 shares; 2025Q3: 71,476 shares; 2025Q4: 76,793 shares; 2026Q1: 74,730 shares 74,730 $6.48M 0.24% -2,063 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: 96,753 shares; 2024Q4: 98,194 shares; 2025Q1: 99,940 shares; 2025Q2: 100,324 shares; 2025Q3: 99,461 shares; 2025Q4: 100,005 shares; 2026Q1: 98,059 shares 98,059 $6.47M 0.24% -1,946 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: 77,239 shares; 2024Q4: 57,641 shares; 2025Q1: 58,796 shares; 2025Q2: 51,054 shares; 2025Q3: 50,196 shares; 2025Q4: 50,652 shares; 2026Q1: 51,804 shares 51,804 $6.44M 0.24% +1,152 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES 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: 31,353 shares; 2025Q3: 70,587 shares; 2025Q4: 83,708 shares; 2026Q1: 101,544 shares 101,544 $6.42M 0.24% +17,836 Timeline DFCF 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: 123,040 shares; 2024Q4: 123,248 shares; 2025Q1: 122,597 shares; 2025Q2: 124,869 shares; 2025Q3: 138,012 shares; 2025Q4: 147,164 shares; 2026Q1: 150,898 shares 150,898 $6.37M 0.24% +3,734 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: 11,793 shares; 2024Q4: not reported; 2025Q1: 6,787 shares; 2025Q2: 6,395 shares; 2025Q3: 6,371 shares; 2025Q4: 6,370 shares; 2026Q1: 6,896 shares 6,896 $6.34M 0.23% +526 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: 30,651 shares; 2024Q4: 28,413 shares; 2025Q1: 29,579 shares; 2025Q2: 29,638 shares; 2025Q3: 29,144 shares; 2025Q4: 30,878 shares; 2026Q1: 31,755 shares 31,755 $6.32M 0.23% +877 Timeline DFAC 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: 1,144,870 shares; 2024Q4: 159,902 shares; 2025Q1: 161,276 shares; 2025Q2: 159,276 shares; 2025Q3: 159,276 shares; 2025Q4: 156,910 shares; 2026Q1: 157,238 shares 157,238 $6.11M 0.23% +328 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 29,236 shares; 2025Q1: 39,824 shares; 2025Q2: 44,746 shares; 2025Q3: 48,174 shares; 2025Q4: 51,967 shares; 2026Q1: 54,510 shares 54,510 $5.98M 0.22% +2,543 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,383 shares; 2024Q4: 102,800 shares; 2025Q1: 97,248 shares; 2025Q2: 116,752 shares; 2025Q3: 117,514 shares; 2025Q4: 124,538 shares; 2026Q1: 116,213 shares 116,213 $5.88M 0.22% -8,325 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: 43,890 shares; 2024Q4: 46,661 shares; 2025Q1: 55,184 shares; 2025Q2: 55,068 shares; 2025Q3: 50,492 shares; 2025Q4: 48,051 shares; 2026Q1: 46,505 shares 46,505 $5.88M 0.22% -1,546 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: 41,620 shares; 2024Q4: 40,436 shares; 2025Q1: 40,022 shares; 2025Q2: 38,830 shares; 2025Q3: 37,853 shares; 2025Q4: 38,921 shares; 2026Q1: 39,843 shares 39,843 $5.79M 0.21% +922 Timeline DFIC 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: 137,980 shares; 2024Q4: 139,874 shares; 2025Q1: 137,255 shares; 2025Q2: 141,703 shares; 2025Q3: 147,555 shares; 2025Q4: 158,354 shares; 2026Q1: 160,347 shares 160,347 $5.7M 0.21% +1,993 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: 30,852 shares; 2024Q4: 28,842 shares; 2025Q1: 31,210 shares; 2025Q2: 31,184 shares; 2025Q3: 32,744 shares; 2025Q4: 36,798 shares; 2026Q1: 39,088 shares 39,088 $5.65M 0.21% +2,290 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: 245,090 shares; 2024Q4: 256,583 shares; 2025Q1: 244,077 shares; 2025Q2: 246,540 shares; 2025Q3: 229,695 shares; 2025Q4: 227,760 shares; 2026Q1: 191,320 shares 191,320 $5.55M 0.21% -36,440 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: 11,346 shares; 2024Q4: 28,189 shares; 2025Q1: 29,978 shares; 2025Q2: 31,197 shares; 2025Q3: 31,522 shares; 2025Q4: 38,261 shares; 2026Q1: 38,260 shares 38,260 $5.54M 0.2% -1 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: not reported; 2024Q4: not reported; 2025Q1: 5,621 shares; 2025Q2: 6,225 shares; 2025Q3: 5,843 shares; 2025Q4: 6,038 shares; 2026Q1: 6,328 shares 6,328 $5.35M 0.2% +290 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: 40,379 shares; 2024Q4: 45,117 shares; 2025Q1: 46,275 shares; 2025Q2: 46,438 shares; 2025Q3: 46,323 shares; 2025Q4: 46,780 shares; 2026Q1: 46,950 shares 46,950 $5.31M 0.2% +170 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: 68,717 shares; 2024Q4: 70,259 shares; 2025Q1: 71,202 shares; 2025Q2: 71,413 shares; 2025Q3: 69,659 shares; 2025Q4: 90,790 shares; 2026Q1: 93,202 shares 93,202 $5.29M 0.2% +2,412 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,827 shares; 2025Q2: 11,984 shares; 2025Q3: 10,525 shares; 2025Q4: 10,412 shares; 2026Q1: 15,594 shares 15,594 $5.27M 0.19% +5,182 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: 12,119 shares; 2024Q4: 13,356 shares; 2025Q1: 13,988 shares; 2025Q2: 12,640 shares; 2025Q3: 12,667 shares; 2025Q4: 13,544 shares; 2026Q1: 14,031 shares 14,031 $5.2M 0.19% +487 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: 112,351 shares; 2024Q4: 115,134 shares; 2025Q1: 129,826 shares; 2025Q2: 120,996 shares; 2025Q3: 148,770 shares; 2025Q4: 139,132 shares; 2026Q1: 105,124 shares 105,124 $5.19M 0.19% -34,008 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,672 shares; 2025Q1: 10,838 shares; 2025Q2: 10,144 shares; 2025Q3: 25,150 shares; 2025Q4: 30,288 shares; 2026Q1: 31,136 shares 31,136 $5.16M 0.19% +848 Timeline IBDR 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: 140,086 shares; 2024Q4: 181,921 shares; 2025Q1: 185,713 shares; 2025Q2: 182,893 shares; 2025Q3: 191,778 shares; 2025Q4: 205,191 shares; 2026Q1: 211,829 shares 211,829 $5.13M 0.19% +6,638 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: 175,778 shares; 2024Q4: 180,359 shares; 2025Q1: 178,056 shares; 2025Q2: 197,334 shares; 2025Q3: 181,423 shares; 2025Q4: 187,170 shares; 2026Q1: 178,950 shares 178,950 $5.02M 0.19% -8,220 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: 14,785 shares; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 16,419 shares; 2025Q3: 15,752 shares; 2025Q4: 16,011 shares; 2026Q1: 15,275 shares 15,275 $5.02M 0.19% -736 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,417 shares; 2025Q1: 127,743 shares; 2025Q2: 128,511 shares; 2025Q3: 165,786 shares; 2025Q4: 191,046 shares; 2026Q1: 192,098 shares 192,098 $4.93M 0.18% +1,052 Timeline LEXI LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,300 shares; 2024Q4: 139,300 shares; 2025Q1: 139,300 shares; 2025Q2: 139,300 shares; 2025Q3: 139,300 shares; 2025Q4: 139,300 shares; 2026Q1: 139,300 shares 139,300 $4.91M 0.18% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,853 shares; 2024Q4: 34,879 shares; 2025Q1: 35,958 shares; 2025Q2: 34,032 shares; 2025Q3: 33,947 shares; 2025Q4: 33,196 shares; 2026Q1: 33,119 shares 33,119 $4.86M 0.18% -77 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: 24,648 shares; 2024Q4: 21,949 shares; 2025Q1: 19,615 shares; 2025Q2: 18,605 shares; 2025Q3: 22,334 shares; 2025Q4: 22,636 shares; 2026Q1: 23,169 shares 23,169 $4.71M 0.17% +533 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 51,318 shares; 2025Q1: 45,835 shares; 2025Q2: 45,898 shares; 2025Q3: 76,683 shares; 2025Q4: 85,387 shares; 2026Q1: 62,379 shares 62,379 $4.68M 0.17% -23,008 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: 285,055 shares; 2024Q4: 296,413 shares; 2025Q1: 330,885 shares; 2025Q2: 290,553 shares; 2025Q3: 294,350 shares; 2025Q4: 319,009 shares; 2026Q1: 403,471 shares 403,471 $4.66M 0.17% +84,462 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478,208 shares; 2026Q1: 493,437 shares 493,437 $4.61M 0.17% +15,229 Timeline IBDT 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: 137,860 shares; 2025Q1: 146,345 shares; 2025Q2: 146,325 shares; 2025Q3: 161,855 shares; 2025Q4: 174,655 shares; 2026Q1: 181,445 shares 181,445 $4.6M 0.17% +6,790 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,355 shares; 2025Q1: 78,204 shares; 2025Q2: 90,820 shares; 2025Q3: 91,789 shares; 2025Q4: 91,339 shares; 2026Q1: 103,260 shares 103,260 $4.58M 0.17% +11,921 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: 140,014 shares; 2024Q4: 103,730 shares; 2025Q1: 104,496 shares; 2025Q2: 104,688 shares; 2025Q3: 103,515 shares; 2025Q4: 70,606 shares; 2026Q1: 80,791 shares 80,791 $4.58M 0.17% +10,185 Timeline IBDS 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: 116,768 shares; 2024Q4: 157,352 shares; 2025Q1: 166,924 shares; 2025Q2: 165,435 shares; 2025Q3: 176,362 shares; 2025Q4: 183,153 shares; 2026Q1: 186,057 shares 186,057 $4.51M 0.17% +2,904 Timeline IBDU 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: 145,652 shares; 2025Q1: 152,255 shares; 2025Q2: 158,931 shares; 2025Q3: 174,299 shares; 2025Q4: 187,194 shares; 2026Q1: 193,237 shares 193,237 $4.49M 0.17% +6,043 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,643 shares; 2025Q1: 12,479 shares; 2025Q2: 12,489 shares; 2025Q3: 12,488 shares; 2025Q4: 12,490 shares; 2026Q1: 12,480 shares 12,480 $4.47M 0.17% -10 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: 22,363 shares; 2024Q4: 17,359 shares; 2025Q1: 15,665 shares; 2025Q2: 21,255 shares; 2025Q3: 19,932 shares; 2025Q4: 20,594 shares; 2026Q1: 23,063 shares 23,063 $4.45M 0.16% +2,469 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: 40,468 shares; 2024Q4: 25,282 shares; 2025Q1: 27,667 shares; 2025Q2: 28,276 shares; 2025Q3: 28,536 shares; 2025Q4: 28,619 shares; 2026Q1: 29,483 shares 29,483 $4.37M 0.16% +864 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,029 shares; 2025Q3: 20,730 shares; 2025Q4: 32,775 shares; 2026Q1: 47,966 shares 47,966 $4.3M 0.16% +15,191 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: 49,460 shares; 2024Q4: 33,913 shares; 2025Q1: 37,363 shares; 2025Q2: 34,605 shares; 2025Q3: 32,871 shares; 2025Q4: 33,080 shares; 2026Q1: 33,359 shares 33,359 $4.3M 0.16% +279 Timeline SJNK 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: 57,254 shares; 2024Q4: 72,726 shares; 2025Q1: 82,090 shares; 2025Q2: 79,495 shares; 2025Q3: 154,089 shares; 2025Q4: 172,216 shares; 2026Q1: 171,647 shares 171,647 $4.29M 0.16% -569 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: 60,609 shares; 2024Q4: 53,780 shares; 2025Q1: 57,105 shares; 2025Q2: 52,974 shares; 2025Q3: 52,219 shares; 2025Q4: 48,562 shares; 2026Q1: 44,344 shares 44,344 $4.27M 0.16% -4,218 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: 33,265 shares; 2024Q4: 32,151 shares; 2025Q1: 32,596 shares; 2025Q2: 32,352 shares; 2025Q3: 32,567 shares; 2025Q4: 33,554 shares; 2026Q1: 32,599 shares 32,599 $4.27M 0.16% -955 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 53,969 shares; 2025Q3: 56,484 shares; 2025Q4: 56,431 shares; 2026Q1: 56,417 shares 56,417 $4.27M 0.16% -14 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,489 shares; 2024Q4: 23,082 shares; 2025Q1: 24,728 shares; 2025Q2: 33,354 shares; 2025Q3: 33,366 shares; 2025Q4: 56,919 shares; 2026Q1: 104,600 shares 104,600 $4.23M 0.16% +47,681 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: 19,148 shares; 2025Q1: 20,047 shares; 2025Q2: 20,273 shares; 2025Q3: 19,460 shares; 2025Q4: 19,364 shares; 2026Q1: 19,790 shares 19,790 $4.23M 0.16% +426 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,394 shares; 2025Q2: 84,000 shares; 2025Q3: 87,716 shares; 2025Q4: 89,511 shares; 2026Q1: 90,391 shares 90,391 $4.21M 0.16% +880 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,285 shares; 2025Q2: 11,752 shares; 2025Q3: 10,604 shares; 2025Q4: 12,006 shares; 2026Q1: 13,797 shares 13,797 $4.17M 0.15% +1,791 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: 57,027 shares; 2024Q4: 60,336 shares; 2025Q1: 60,116 shares; 2025Q2: 60,190 shares; 2025Q3: 58,549 shares; 2025Q4: 59,997 shares; 2026Q1: 64,804 shares 64,804 $4.15M 0.15% +4,807 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: 59,100 shares; 2024Q4: 56,823 shares; 2025Q1: 55,340 shares; 2025Q2: 56,368 shares; 2025Q3: 56,900 shares; 2025Q4: 66,105 shares; 2026Q1: 68,394 shares 68,394 $4.15M 0.15% +2,289 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,216 shares; 2024Q4: 34,038 shares; 2025Q1: 34,655 shares; 2025Q2: 34,778 shares; 2025Q3: 35,518 shares; 2025Q4: 36,582 shares; 2026Q1: 37,658 shares 37,658 $4.1M 0.15% +1,076 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: 287,262 shares; 2024Q4: 188,589 shares; 2025Q1: 186,309 shares; 2025Q2: 172,012 shares; 2025Q3: 168,224 shares; 2025Q4: 167,774 shares; 2026Q1: 178,635 shares 178,635 $4.09M 0.15% +10,861 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: 10,650 shares; 2024Q4: not reported; 2025Q1: 10,529 shares; 2025Q2: 13,206 shares; 2025Q3: 12,355 shares; 2025Q4: 12,038 shares; 2026Q1: 11,935 shares 11,935 $4.08M 0.15% -103 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: 2,693 shares; 2025Q2: 2,724 shares; 2025Q3: 2,983 shares; 2025Q4: 4,085 shares; 2026Q1: 2,758 shares 2,758 $4.06M 0.15% -1,327 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: 44,096 shares; 2026Q1: 82,992 shares 82,992 $4.06M 0.15% +38,896 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,759 shares; 2025Q1: 18,436 shares; 2025Q2: 17,116 shares; 2025Q3: 19,419 shares; 2025Q4: 21,507 shares; 2026Q1: 24,703 shares 24,703 $4.05M 0.15% +3,196 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: 45,721 shares; 2024Q4: 47,845 shares; 2025Q1: 47,936 shares; 2025Q2: 51,805 shares; 2025Q3: 50,577 shares; 2025Q4: 51,599 shares; 2026Q1: 55,860 shares 55,860 $4.04M 0.15% +4,261 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: 27,676 shares; 2024Q4: 23,803 shares; 2025Q1: 24,556 shares; 2025Q2: 24,063 shares; 2025Q3: 24,273 shares; 2025Q4: 24,756 shares; 2026Q1: 24,843 shares 24,843 $4.02M 0.15% +87 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: 99,511 shares; 2024Q4: 107,323 shares; 2025Q1: 105,399 shares; 2025Q2: 105,248 shares; 2025Q3: 57,781 shares; 2025Q4: 79,278 shares; 2026Q1: 65,569 shares 65,569 $4.02M 0.15% -13,709 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,924 shares; 2025Q2: 149,931 shares; 2025Q3: 152,280 shares; 2025Q4: 155,101 shares; 2026Q1: 156,036 shares 156,036 $4M 0.15% +935 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: 12,509 shares; 2024Q4: 11,473 shares; 2025Q1: 10,419 shares; 2025Q2: 11,785 shares; 2025Q3: 11,717 shares; 2025Q4: 11,713 shares; 2026Q1: 11,324 shares 11,324 $3.98M 0.15% -389 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: not reported; 2024Q4: not reported; 2025Q1: 4,702 shares; 2025Q2: 4,774 shares; 2025Q3: 5,179 shares; 2025Q4: 5,471 shares; 2026Q1: 6,588 shares 6,588 $3.98M 0.15% +1,117 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: 72,243 shares; 2024Q4: 85,260 shares; 2025Q1: 105,790 shares; 2025Q2: 101,303 shares; 2025Q3: 93,792 shares; 2025Q4: 99,965 shares; 2026Q1: 127,959 shares 127,959 $3.93M 0.15% +27,994 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: not reported; 2024Q4: 15,167 shares; 2025Q1: 15,245 shares; 2025Q2: 16,193 shares; 2025Q3: 16,617 shares; 2025Q4: 17,519 shares; 2026Q1: 18,479 shares 18,479 $3.9M 0.14% +960 Timeline FLRN 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: 93,218 shares; 2024Q4: 117,581 shares; 2025Q1: 127,662 shares; 2025Q2: 125,309 shares; 2025Q3: 129,514 shares; 2025Q4: 129,627 shares; 2026Q1: 126,330 shares 126,330 $3.89M 0.14% -3,297 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,648 shares; 2025Q3: 22,892 shares; 2025Q4: 24,338 shares; 2026Q1: 55,538 shares 55,538 $3.88M 0.14% +31,200 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,029 shares; 2024Q4: 47,515 shares; 2025Q1: 46,670 shares; 2025Q2: 112,270 shares; 2025Q3: 118,661 shares; 2025Q4: 131,812 shares; 2026Q1: 140,916 shares 140,916 $3.84M 0.14% +9,104 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,491 shares; 2025Q1: 11,770 shares; 2025Q2: 13,240 shares; 2025Q3: 15,254 shares; 2025Q4: not reported; 2026Q1: 133,003 shares 133,003 $3.82M 0.14% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,232 shares; 2025Q2: 2,679 shares; 2025Q3: 2,795 shares; 2025Q4: 2,727 shares; 2026Q1: 4,371 shares 4,371 $3.82M 0.14% +1,644 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,193 shares; 2025Q2: 8,073 shares; 2025Q3: 8,852 shares; 2025Q4: 8,443 shares; 2026Q1: 11,886 shares 11,886 $3.73M 0.14% +3,443 Timeline DFSD 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: 46,313 shares; 2024Q4: 43,868 shares; 2025Q1: 44,120 shares; 2025Q2: 46,308 shares; 2025Q3: 58,599 shares; 2025Q4: 71,678 shares; 2026Q1: 77,001 shares 77,001 $3.69M 0.14% +5,323 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: not reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,350 shares; 2025Q3: 6,183 shares; 2025Q4: 6,837 shares; 2026Q1: 12,987 shares 12,987 $3.69M 0.14% +6,150 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,519 shares; 2025Q3: 68,788 shares; 2025Q4: 70,243 shares; 2026Q1: 70,441 shares 70,441 $3.59M 0.13% +198 Timeline DFEM 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: 88,176 shares; 2024Q4: 89,147 shares; 2025Q1: 88,803 shares; 2025Q2: 91,006 shares; 2025Q3: 97,395 shares; 2025Q4: 103,025 shares; 2026Q1: 103,570 shares 103,570 $3.58M 0.13% +545 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,101 shares; 2024Q4: 57,267 shares; 2025Q1: 58,735 shares; 2025Q2: 61,142 shares; 2025Q3: 76,611 shares; 2025Q4: 76,043 shares; 2026Q1: 70,477 shares 70,477 $3.57M 0.13% -5,566 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,405 shares; 2025Q3: 35,177 shares; 2025Q4: 43,011 shares; 2026Q1: 60,559 shares 60,559 $3.51M 0.13% +17,548 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: 8,981 shares; 2025Q2: 9,533 shares; 2025Q3: 11,791 shares; 2025Q4: 13,820 shares; 2026Q1: 14,584 shares 14,584 $3.5M 0.13% +764 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 5,153 shares; 2025Q3: 4,900 shares; 2025Q4: 5,331 shares; 2026Q1: 5,674 shares 5,674 $3.5M 0.13% +343 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,436 shares; 2024Q4: 53,146 shares; 2025Q1: 53,891 shares; 2025Q2: 53,650 shares; 2025Q3: 49,582 shares; 2025Q4: 49,809 shares; 2026Q1: 49,423 shares 49,423 $3.5M 0.13% -386 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: 75,181 shares; 2024Q4: 101,570 shares; 2025Q1: 103,677 shares; 2025Q2: 87,916 shares; 2025Q3: 80,371 shares; 2025Q4: 82,103 shares; 2026Q1: 83,595 shares 83,595 $3.48M 0.13% +1,492 Timeline FNDA 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: 49,733 shares; 2024Q4: 114,536 shares; 2025Q1: 114,417 shares; 2025Q2: 113,353 shares; 2025Q3: 114,516 shares; 2025Q4: 114,859 shares; 2026Q1: 107,308 shares 107,308 $3.48M 0.13% -7,551 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,718 shares; 2024Q4: 208,369 shares; 2025Q1: 208,375 shares; 2025Q2: 208,381 shares; 2025Q3: 209,609 shares; 2025Q4: 207,717 shares; 2026Q1: 207,722 shares 207,722 $3.45M 0.13% +5 Timeline FTQI 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: 84,224 shares; 2024Q4: 132,367 shares; 2025Q1: 133,023 shares; 2025Q2: 141,145 shares; 2025Q3: 143,413 shares; 2025Q4: 147,253 shares; 2026Q1: 172,411 shares 172,411 $3.43M 0.13% +25,158 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,602 shares; 2024Q4: 23,618 shares; 2025Q1: 31,585 shares; 2025Q2: 33,757 shares; 2025Q3: 33,208 shares; 2025Q4: 31,624 shares; 2026Q1: 34,071 shares 34,071 $3.41M 0.13% +2,447 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,200 shares; 2025Q4: 64,046 shares; 2026Q1: 73,233 shares 73,233 $3.4M 0.13% +9,187 Timeline EEMS 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: 37,612 shares; 2024Q4: 43,188 shares; 2025Q1: 45,078 shares; 2025Q2: 46,255 shares; 2025Q3: 46,628 shares; 2025Q4: 48,860 shares; 2026Q1: 48,620 shares 48,620 $3.36M 0.12% -240 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: 96,753 shares; 2024Q4: 63,449 shares; 2025Q1: 61,322 shares; 2025Q2: 53,773 shares; 2025Q3: 51,778 shares; 2025Q4: 52,394 shares; 2026Q1: 49,731 shares 49,731 $3.36M 0.12% -2,663 Timeline HEQT 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: 88,131 shares; 2025Q4: 90,169 shares; 2026Q1: 106,350 shares 106,350 $3.35M 0.12% +16,181 Timeline FLOT 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: 38,171 shares; 2024Q4: 45,903 shares; 2025Q1: 49,090 shares; 2025Q2: 69,321 shares; 2025Q3: 37,027 shares; 2025Q4: 65,183 shares; 2026Q1: 65,731 shares 65,731 $3.35M 0.12% +548 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: 15,481 shares; 2025Q1: 15,683 shares; 2025Q2: 15,540 shares; 2025Q3: 10,971 shares; 2025Q4: 12,330 shares; 2026Q1: 12,141 shares 12,141 $3.34M 0.12% -189 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,501 shares; 2026Q1: 66,837 shares 66,837 $3.3M 0.12% +10,336 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: 39,779 shares; 2024Q4: 52,542 shares; 2025Q1: 46,604 shares; 2025Q2: 46,693 shares; 2025Q3: 48,018 shares; 2025Q4: 50,022 shares; 2026Q1: 51,003 shares 51,003 $3.27M 0.12% +981 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,487 shares; 2024Q4: 27,885 shares; 2025Q1: 27,920 shares; 2025Q2: 27,645 shares; 2025Q3: 27,699 shares; 2025Q4: 27,599 shares; 2026Q1: 27,228 shares 27,228 $3.23M 0.12% -371 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 6,310 shares; 2025Q3: 6,851 shares; 2025Q4: 7,269 shares; 2026Q1: 7,558 shares 7,558 $3.21M 0.12% +289 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: 14,968 shares; 2024Q4: 48,425 shares; 2025Q1: 49,368 shares; 2025Q2: 54,527 shares; 2025Q3: 60,062 shares; 2025Q4: 61,827 shares; 2026Q1: 70,182 shares 70,182 $3.2M 0.12% +8,355 Timeline SPAB 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: 156,854 shares; 2024Q4: 90,056 shares; 2025Q1: 94,271 shares; 2025Q2: 93,356 shares; 2025Q3: 98,183 shares; 2025Q4: 107,269 shares; 2026Q1: 123,564 shares 123,564 $3.17M 0.12% +16,295 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: 31,073 shares; 2024Q4: 26,582 shares; 2025Q1: 20,897 shares; 2025Q2: 15,224 shares; 2025Q3: 8,575 shares; 2025Q4: 8,877 shares; 2026Q1: 7,347 shares 7,347 $3.16M 0.12% -1,530 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,498 shares; 2025Q2: 8,465 shares; 2025Q3: 8,736 shares; 2025Q4: 8,288 shares; 2026Q1: 8,573 shares 8,573 $3.15M 0.12% +285 Timeline EIPI 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: 147,276 shares; 2024Q4: 155,524 shares; 2025Q1: 156,101 shares; 2025Q2: 155,262 shares; 2025Q3: 156,042 shares; 2025Q4: 149,738 shares; 2026Q1: 139,885 shares 139,885 $3.15M 0.12% -9,853 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: 71,191 shares; 2024Q4: 109,512 shares; 2025Q1: 92,645 shares; 2025Q2: 94,542 shares; 2025Q3: 96,252 shares; 2025Q4: 67,505 shares; 2026Q1: 68,510 shares 68,510 $3.13M 0.12% +1,005 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,674 shares; 2024Q4: 62,416 shares; 2025Q1: 68,785 shares; 2025Q2: 71,132 shares; 2025Q3: 60,192 shares; 2025Q4: 62,041 shares; 2026Q1: 63,766 shares 63,766 $3.08M 0.11% +1,725 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,378 shares; 2025Q1: 12,996 shares; 2025Q2: 14,241 shares; 2025Q3: 15,387 shares; 2025Q4: 14,062 shares; 2026Q1: 14,702 shares 14,702 $3.06M 0.11% +640 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: 110,109 shares; 2024Q4: 71,123 shares; 2025Q1: 70,220 shares; 2025Q2: 71,029 shares; 2025Q3: 87,019 shares; 2025Q4: 66,806 shares; 2026Q1: 68,430 shares 68,430 $3.05M 0.11% +1,624 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,708 shares; 2025Q2: 25,406 shares; 2025Q3: 15,419 shares; 2025Q4: 15,194 shares; 2026Q1: 14,384 shares 14,384 $3.04M 0.11% -810 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: not reported; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 9,631 shares; 2025Q3: 10,545 shares; 2025Q4: 12,182 shares; 2026Q1: 12,812 shares 12,812 $3.03M 0.11% +630 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,852 shares; 2024Q4: 30,223 shares; 2025Q1: 30,195 shares; 2025Q2: 29,285 shares; 2025Q3: 30,170 shares; 2025Q4: 31,739 shares; 2026Q1: 31,039 shares 31,039 $3.02M 0.11% -700 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: 51,621 shares; 2026Q1: 43,553 shares 43,553 $3.01M 0.11% -8,068 Timeline IMCB 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: 38,539 shares; 2025Q3: 37,937 shares; 2025Q4: 37,891 shares; 2026Q1: 35,985 shares 35,985 $3M 0.11% -1,906 Timeline QTEC 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: 18,139 shares; 2024Q4: 17,665 shares; 2025Q1: 17,036 shares; 2025Q2: 15,843 shares; 2025Q3: 15,687 shares; 2025Q4: 15,615 shares; 2026Q1: 13,851 shares 13,851 $2.99M 0.11% -1,764 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: 5,646 shares; 2025Q2: 5,652 shares; 2025Q3: 14,499 shares; 2025Q4: 14,567 shares; 2026Q1: 14,284 shares 14,284 $2.96M 0.11% -283 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: 65,305 shares; 2024Q4: 75,369 shares; 2025Q1: 75,015 shares; 2025Q2: 74,907 shares; 2025Q3: 79,115 shares; 2025Q4: 78,468 shares; 2026Q1: 77,599 shares 77,599 $2.94M 0.11% -869 Timeline XIJN 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: not reported; 2026Q1: 95,311 shares 95,311 $2.93M 0.11% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,297 shares; 2025Q1: 19,358 shares; 2025Q2: 22,288 shares; 2025Q3: 42,382 shares; 2025Q4: 41,870 shares; 2026Q1: 48,983 shares 48,983 $2.92M 0.11% +7,113 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: 167,321 shares; 2024Q4: 80,130 shares; 2025Q1: 129,640 shares; 2025Q2: 91,196 shares; 2025Q3: 66,881 shares; 2025Q4: 40,843 shares; 2026Q1: 40,414 shares 40,414 $2.89M 0.11% -429 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,625 shares; 2024Q4: 61,644 shares; 2025Q1: 63,240 shares; 2025Q2: 70,906 shares; 2025Q3: 69,395 shares; 2025Q4: 72,230 shares; 2026Q1: 77,693 shares 77,693 $2.89M 0.11% +5,463 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,948 shares; 2025Q3: 20,903 shares; 2025Q4: 51,172 shares; 2026Q1: 62,936 shares 62,936 $2.88M 0.11% +11,764 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: 28,687 shares; 2024Q4: 23,688 shares; 2025Q1: 22,134 shares; 2025Q2: 20,888 shares; 2025Q3: 19,458 shares; 2025Q4: 20,142 shares; 2026Q1: 21,570 shares 21,570 $2.85M 0.11% +1,428 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,309 shares; 2024Q4: 49,600 shares; 2025Q1: 49,913 shares; 2025Q2: 47,508 shares; 2025Q3: 44,964 shares; 2025Q4: 93,330 shares; 2026Q1: 92,666 shares 92,666 $2.79M 0.1% -664 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,775 shares; 2024Q4: 24,511 shares; 2025Q1: 25,386 shares; 2025Q2: 23,702 shares; 2025Q3: 23,861 shares; 2025Q4: 46,863 shares; 2026Q1: 45,263 shares 45,263 $2.76M 0.1% -1,600 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: 20,698 shares; 2024Q4: 37,253 shares; 2025Q1: 31,325 shares; 2025Q2: 32,108 shares; 2025Q3: 41,773 shares; 2025Q4: 43,508 shares; 2026Q1: 44,563 shares 44,563 $2.73M 0.1% +1,055 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,862 shares; 2024Q4: 42,485 shares; 2025Q1: 28,042 shares; 2025Q2: 23,720 shares; 2025Q3: 22,075 shares; 2025Q4: 23,852 shares; 2026Q1: 29,730 shares 29,730 $2.72M 0.1% +5,878 Timeline SPTL 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: 44,430 shares; 2024Q4: 34,767 shares; 2025Q1: 38,086 shares; 2025Q2: 59,025 shares; 2025Q3: 70,713 shares; 2025Q4: 87,027 shares; 2026Q1: 103,586 shares 103,586 $2.72M 0.1% +16,559 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: not reported; 2024Q4: 11,474 shares; 2025Q1: 14,407 shares; 2025Q2: 20,278 shares; 2025Q3: 21,602 shares; 2025Q4: 21,904 shares; 2026Q1: 20,560 shares 20,560 $2.72M 0.1% -1,344 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,563 shares; 2025Q2: 95,242 shares; 2025Q3: 59,322 shares; 2025Q4: 49,238 shares; 2026Q1: 49,019 shares 49,019 $2.71M 0.1% -219 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: 22,783 shares; 2024Q4: 29,632 shares; 2025Q1: 39,417 shares; 2025Q2: 29,470 shares; 2025Q3: 29,349 shares; 2025Q4: 29,252 shares; 2026Q1: 28,953 shares 28,953 $2.69M 0.1% -299 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,215 shares; 2025Q3: 3,540 shares; 2025Q4: 23,237 shares; 2026Q1: 23,854 shares 23,854 $2.68M 0.1% +617 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,864 shares; 2024Q4: 27,137 shares; 2025Q1: 28,532 shares; 2025Q2: 27,481 shares; 2025Q3: 30,089 shares; 2025Q4: 99,719 shares; 2026Q1: 51,485 shares 51,485 $2.67M 0.1% -48,234 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: 157,527 shares; 2024Q4: 22,867 shares; 2025Q1: 28,598 shares; 2025Q2: 27,923 shares; 2025Q3: 29,675 shares; 2025Q4: 31,015 shares; 2026Q1: 33,308 shares 33,308 $2.64M 0.1% +2,293 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: 14,231 shares; 2024Q4: 15,580 shares; 2025Q1: 17,303 shares; 2025Q2: 17,558 shares; 2025Q3: 18,033 shares; 2025Q4: 18,490 shares; 2026Q1: 19,087 shares 19,087 $2.64M 0.1% +597 Timeline DFGX 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: 20,309 shares; 2024Q4: 24,760 shares; 2025Q1: 26,047 shares; 2025Q2: 27,809 shares; 2025Q3: 38,212 shares; 2025Q4: 46,865 shares; 2026Q1: 50,188 shares 50,188 $2.63M 0.1% +3,323 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS 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: 70,651 shares; 2026Q1: 76,605 shares 76,605 $2.62M 0.1% +5,954 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,345 shares; 2025Q3: 1,344 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367 $2.62M 0.1% 0 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: 32,681 shares; 2024Q4: 38,370 shares; 2025Q1: 23,523 shares; 2025Q2: 37,220 shares; 2025Q3: 37,053 shares; 2025Q4: 35,744 shares; 2026Q1: 36,166 shares 36,166 $2.6M 0.1% +422 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,080 shares; 2024Q4: 56,507 shares; 2025Q1: 15,387 shares; 2025Q2: 16,527 shares; 2025Q3: 20,356 shares; 2025Q4: 14,005 shares; 2026Q1: 13,533 shares 13,533 $2.6M 0.1% -472 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: not reported; 2024Q4: not reported; 2025Q1: 36,449 shares; 2025Q2: 37,231 shares; 2025Q3: 26,710 shares; 2025Q4: 31,609 shares; 2026Q1: 31,258 shares 31,258 $2.58M 0.1% -351 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: 19,123 shares; 2024Q4: 20,182 shares; 2025Q1: 20,199 shares; 2025Q2: 18,211 shares; 2025Q3: 16,823 shares; 2025Q4: 16,938 shares; 2026Q1: 16,925 shares 16,925 $2.56M 0.09% -13 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: 10,773 shares; 2025Q2: 11,397 shares; 2025Q3: 11,467 shares; 2025Q4: 11,762 shares; 2026Q1: 10,363 shares 10,363 $2.56M 0.09% -1,399 Timeline RWEM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,498 shares; 2025Q3: 48,925 shares; 2025Q4: 66,979 shares; 2026Q1: 87,760 shares 87,760 $2.55M 0.09% +20,781 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,394 shares; 2024Q4: 26,253 shares; 2025Q1: 28,183 shares; 2025Q2: 29,688 shares; 2025Q3: 30,756 shares; 2025Q4: 32,276 shares; 2026Q1: 32,525 shares 32,525 $2.55M 0.09% +249 Timeline PAVE 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: 26,989 shares; 2024Q4: 21,319 shares; 2025Q1: 20,447 shares; 2025Q2: 20,603 shares; 2025Q3: 20,346 shares; 2025Q4: 20,737 shares; 2026Q1: 50,184 shares 50,184 $2.55M 0.09% +29,447 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: 20,792 shares; 2024Q4: 19,131 shares; 2025Q1: 18,890 shares; 2025Q2: 19,037 shares; 2025Q3: 19,148 shares; 2025Q4: 19,189 shares; 2026Q1: 18,679 shares 18,679 $2.54M 0.09% -510 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,293 shares; 2025Q1: 20,044 shares; 2025Q2: 20,658 shares; 2025Q3: 12,537 shares; 2025Q4: 13,200 shares; 2026Q1: 15,723 shares 15,723 $2.52M 0.09% +2,523 Timeline IBDV 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: 20,199 shares; 2025Q3: 27,419 shares; 2025Q4: 83,425 shares; 2026Q1: 115,070 shares 115,070 $2.52M 0.09% +31,645 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,081 shares; 2025Q1: 38,753 shares; 2025Q2: 38,139 shares; 2025Q3: 38,354 shares; 2025Q4: 44,048 shares; 2026Q1: 47,696 shares 47,696 $2.51M 0.09% +3,648 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: 15,133 shares; 2024Q4: 14,988 shares; 2025Q1: 15,689 shares; 2025Q2: 19,903 shares; 2025Q3: 32,367 shares; 2025Q4: 37,607 shares; 2026Q1: 44,947 shares 44,947 $2.48M 0.09% +7,340 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,154 shares; 2025Q2: 8,211 shares; 2025Q3: 8,394 shares; 2025Q4: 8,619 shares; 2026Q1: 9,103 shares 9,103 $2.47M 0.09% +484 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,102 shares; 2024Q4: 51,159 shares; 2025Q1: 52,162 shares; 2025Q2: 44,121 shares; 2025Q3: 48,742 shares; 2025Q4: 48,907 shares; 2026Q1: 48,600 shares 48,600 $2.45M 0.09% -307 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: not reported; 2024Q4: 10,131 shares; 2025Q1: 11,351 shares; 2025Q2: 11,104 shares; 2025Q3: 10,894 shares; 2025Q4: 11,121 shares; 2026Q1: 10,822 shares 10,822 $2.45M 0.09% -299 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,490 shares; 2026Q1: 46,239 shares 46,239 $2.44M 0.09% -2,251 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,714 shares; 2024Q4: 39,262 shares; 2025Q1: 35,366 shares; 2025Q2: 41,934 shares; 2025Q3: 38,508 shares; 2025Q4: 37,509 shares; 2026Q1: 32,791 shares 32,791 $2.44M 0.09% -4,718 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,672 shares; 2025Q2: 7,774 shares; 2025Q3: 7,183 shares; 2025Q4: 7,122 shares; 2026Q1: 6,839 shares 6,839 $2.44M 0.09% -283 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,340 shares; 2025Q2: 3,049 shares; 2025Q3: 3,139 shares; 2025Q4: 3,182 shares; 2026Q1: 2,797 shares 2,797 $2.42M 0.09% -385 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: 20,282 shares; 2024Q4: 22,382 shares; 2025Q1: 23,505 shares; 2025Q2: 18,422 shares; 2025Q3: 22,362 shares; 2025Q4: 22,216 shares; 2026Q1: 17,016 shares 17,016 $2.4M 0.09% -5,200 Timeline PBTP 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: 58,457 shares; 2024Q4: 74,014 shares; 2025Q1: 76,121 shares; 2025Q2: 78,240 shares; 2025Q3: 78,895 shares; 2025Q4: 79,768 shares; 2026Q1: 91,335 shares 91,335 $2.39M 0.09% +11,567 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: 19,833 shares; 2024Q4: 21,078 shares; 2025Q1: 21,551 shares; 2025Q2: 21,336 shares; 2025Q3: 21,562 shares; 2025Q4: 21,234 shares; 2026Q1: 22,996 shares 22,996 $2.38M 0.09% +1,762 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: 25,554 shares; 2024Q4: 25,778 shares; 2025Q1: 18,832 shares; 2025Q2: 17,704 shares; 2025Q3: 15,840 shares; 2025Q4: 14,561 shares; 2026Q1: 16,181 shares 16,181 $2.38M 0.09% +1,620 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: 6,937 shares; 2025Q2: 17,436 shares; 2025Q3: 29,637 shares; 2025Q4: 32,812 shares; 2026Q1: 21,878 shares 21,878 $2.37M 0.09% -10,934 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 26,967 shares; 2025Q1: 26,441 shares; 2025Q2: 27,510 shares; 2025Q3: 27,674 shares; 2025Q4: 27,031 shares; 2026Q1: 25,804 shares 25,804 $2.36M 0.09% -1,227 Timeline FTLS 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: 53,452 shares; 2024Q4: 64,699 shares; 2025Q1: 81,795 shares; 2025Q2: 108,047 shares; 2025Q3: 29,859 shares; 2025Q4: 30,131 shares; 2026Q1: 33,144 shares 33,144 $2.33M 0.09% +3,013 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: 26,194 shares; 2024Q4: 30,209 shares; 2025Q1: 22,247 shares; 2025Q2: 22,148 shares; 2025Q3: 21,942 shares; 2025Q4: 22,068 shares; 2026Q1: 24,029 shares 24,029 $2.32M 0.09% +1,961 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: not reported; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 1,688 shares; 2025Q3: 1,384 shares; 2025Q4: 1,703 shares; 2026Q1: 7,107 shares 7,107 $2.32M 0.09% +5,404 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: not reported; 2024Q4: 11,871 shares; 2025Q1: 12,468 shares; 2025Q2: 10,508 shares; 2025Q3: 10,385 shares; 2025Q4: 19,898 shares; 2026Q1: 21,239 shares 21,239 $2.31M 0.09% +1,341 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,574 shares; 2024Q4: 146,806 shares; 2025Q1: 138,807 shares; 2025Q2: 153,836 shares; 2025Q3: 132,595 shares; 2025Q4: 141,762 shares; 2026Q1: 102,806 shares 102,806 $2.31M 0.09% -38,956 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: not reported; 2024Q4: not reported; 2025Q1: 4,243 shares; 2025Q2: 9,838 shares; 2025Q3: 12,984 shares; 2025Q4: 12,962 shares; 2026Q1: 12,576 shares 12,576 $2.29M 0.08% -386 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: 20,606 shares; 2024Q4: 22,683 shares; 2025Q1: 23,814 shares; 2025Q2: 27,133 shares; 2025Q3: 27,126 shares; 2025Q4: 28,419 shares; 2026Q1: 28,771 shares 28,771 $2.29M 0.08% +352 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,602 shares; 2025Q2: 10,278 shares; 2025Q3: 10,669 shares; 2025Q4: 10,935 shares; 2026Q1: 11,596 shares 11,596 $2.27M 0.08% +661 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: 22,348 shares; 2025Q1: 20,422 shares; 2025Q2: 20,393 shares; 2025Q3: 19,685 shares; 2025Q4: 18,243 shares; 2026Q1: 22,919 shares 22,919 $2.27M 0.08% +4,676 Timeline QQEW 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: 17,595 shares; 2024Q4: 19,265 shares; 2025Q1: 19,075 shares; 2025Q2: 17,759 shares; 2025Q3: 18,071 shares; 2025Q4: 18,091 shares; 2026Q1: 17,741 shares 17,741 $2.25M 0.08% -350 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: not reported; 2024Q4: not reported; 2025Q1: 1,482 shares; 2025Q2: 1,664 shares; 2025Q3: 1,645 shares; 2025Q4: 1,869 shares; 2026Q1: 3,226 shares 3,226 $2.25M 0.08% +1,357 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,054 shares; 2024Q4: 37,713 shares; 2025Q1: 38,411 shares; 2025Q2: 39,509 shares; 2025Q3: 39,881 shares; 2025Q4: 40,464 shares; 2026Q1: 45,600 shares 45,600 $2.23M 0.08% +5,136 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: 111,933 shares; 2024Q4: 38,323 shares; 2025Q1: 39,190 shares; 2025Q2: 38,939 shares; 2025Q3: 40,109 shares; 2025Q4: 43,831 shares; 2026Q1: 46,243 shares 46,243 $2.22M 0.08% +2,412 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: 22,312 shares; 2024Q4: 22,562 shares; 2025Q1: 31,955 shares; 2025Q2: 32,230 shares; 2025Q3: 30,116 shares; 2025Q4: 29,971 shares; 2026Q1: 27,654 shares 27,654 $2.21M 0.08% -2,317 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 63,265 shares; 2026Q1: 50,004 shares 50,004 $2.21M 0.08% -13,261 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,277 shares; 2025Q2: 9,291 shares; 2025Q3: 9,045 shares; 2025Q4: 9,183 shares; 2026Q1: 8,312 shares 8,312 $2.21M 0.08% -871 Timeline DGCB 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: 17,117 shares; 2024Q4: 24,137 shares; 2025Q1: 24,794 shares; 2025Q2: 26,107 shares; 2025Q3: 33,257 shares; 2025Q4: 37,803 shares; 2026Q1: 39,812 shares 39,812 $2.16M 0.08% +2,009 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,597 shares; 2025Q2: 4,214 shares; 2025Q3: 4,066 shares; 2025Q4: 4,171 shares; 2026Q1: 4,372 shares 4,372 $2.15M 0.08% +201 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: not reported; 2024Q4: not reported; 2025Q1: 4,623 shares; 2025Q2: 5,503 shares; 2025Q3: 5,086 shares; 2025Q4: 5,282 shares; 2026Q1: 5,503 shares 5,503 $2.15M 0.08% +221 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: not reported; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 3,533 shares; 2025Q3: 4,153 shares; 2025Q4: 4,570 shares; 2026Q1: 4,647 shares 4,647 $2.14M 0.08% +77 Timeline OPPE 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: not reported; 2025Q4: not reported; 2026Q1: 39,874 shares 39,874 $2.14M 0.08% new Timeline JNK 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: 16,464 shares; 2025Q1: 17,938 shares; 2025Q2: 19,233 shares; 2025Q3: 19,307 shares; 2025Q4: 20,353 shares; 2026Q1: 22,362 shares 22,362 $2.14M 0.08% +2,009 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: 36,124 shares; 2024Q4: 40,898 shares; 2025Q1: 38,733 shares; 2025Q2: 38,787 shares; 2025Q3: 35,200 shares; 2025Q4: 35,718 shares; 2026Q1: 32,148 shares 32,148 $2.14M 0.08% -3,570 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: 19,457 shares; 2024Q4: 24,002 shares; 2025Q1: 24,055 shares; 2025Q2: 24,521 shares; 2025Q3: 24,430 shares; 2025Q4: 25,061 shares; 2026Q1: 25,494 shares 25,494 $2.09M 0.08% +433 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,849 shares; 2024Q4: 22,587 shares; 2025Q1: 15,034 shares; 2025Q2: 21,077 shares; 2025Q3: 19,010 shares; 2025Q4: 19,194 shares; 2026Q1: 11,515 shares 11,515 $2.09M 0.08% -7,679 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,994 shares; 2024Q4: 54,628 shares; 2025Q1: 80,478 shares; 2025Q2: 107,216 shares; 2025Q3: 100,270 shares; 2025Q4: 150,135 shares; 2026Q1: 207,894 shares 207,894 $2.09M 0.08% +57,759 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: 14,685 shares; 2024Q4: 17,130 shares; 2025Q1: 17,364 shares; 2025Q2: 17,652 shares; 2025Q3: 17,956 shares; 2025Q4: 17,300 shares; 2026Q1: 18,759 shares 18,759 $2.08M 0.08% +1,459 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,988 shares; 2024Q4: 130,737 shares; 2025Q1: 129,928 shares; 2025Q2: 136,348 shares; 2025Q3: 139,373 shares; 2025Q4: 136,385 shares; 2026Q1: 220,679 shares 220,679 $2.08M 0.08% +84,294 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 9,352 shares; 2025Q3: 9,183 shares; 2025Q4: 9,240 shares; 2026Q1: 8,759 shares 8,759 $2.05M 0.08% -481 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: not reported; 2025Q1: 8,142 shares; 2025Q2: 6,869 shares; 2025Q3: 8,800 shares; 2025Q4: 14,373 shares; 2026Q1: 14,591 shares 14,591 $2.03M 0.08% +218 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 24,406 shares; 2025Q1: 29,930 shares; 2025Q2: 34,611 shares; 2025Q3: 38,936 shares; 2025Q4: 43,876 shares; 2026Q1: 50,903 shares 50,903 $2.03M 0.07% +7,027 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: not reported; 2024Q4: not reported; 2025Q1: 10,475 shares; 2025Q2: 11,825 shares; 2025Q3: 13,227 shares; 2025Q4: 15,335 shares; 2026Q1: 15,270 shares 15,270 $2.02M 0.07% -65 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: not reported; 2024Q4: not reported; 2025Q1: 4,008 shares; 2025Q2: 4,266 shares; 2025Q3: 4,347 shares; 2025Q4: 4,390 shares; 2026Q1: 6,172 shares 6,172 $2.02M 0.07% +1,782 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,592 shares; 2025Q3: 13,328 shares; 2025Q4: 33,080 shares; 2026Q1: 40,836 shares 40,836 $2.02M 0.07% +7,756 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,866 shares; 2024Q4: 73,245 shares; 2025Q1: 75,592 shares; 2025Q2: 75,681 shares; 2025Q3: 75,431 shares; 2025Q4: 79,557 shares; 2026Q1: 82,406 shares 82,406 $2.01M 0.07% +2,849 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,419 shares; 2026Q1: 40,393 shares 40,393 $2.01M 0.07% +3,974 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,168 shares; 2025Q4: 31,076 shares; 2026Q1: 24,202 shares 24,202 $1.99M 0.07% -6,874 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,451 shares; 2024Q4: 50,276 shares; 2025Q1: 55,830 shares; 2025Q2: 55,812 shares; 2025Q3: 56,086 shares; 2025Q4: 56,046 shares; 2026Q1: 105,608 shares 105,608 $1.98M 0.07% +49,562 Timeline QYLD 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: 186,466 shares; 2024Q4: 102,797 shares; 2025Q1: 108,863 shares; 2025Q2: 114,190 shares; 2025Q3: 114,591 shares; 2025Q4: 115,163 shares; 2026Q1: 115,496 shares 115,496 $1.98M 0.07% +333 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: 12,523 shares; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: 8,678 shares; 2025Q3: 9,065 shares; 2025Q4: 19,356 shares; 2026Q1: 20,761 shares 20,761 $1.97M 0.07% +1,405 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: not reported; 2025Q1: 7,636 shares; 2025Q2: 8,223 shares; 2025Q3: 8,327 shares; 2025Q4: 8,279 shares; 2026Q1: 9,011 shares 9,011 $1.97M 0.07% +732 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: 45,546 shares; 2025Q1: 53,555 shares; 2025Q2: 58,581 shares; 2025Q3: 57,285 shares; 2025Q4: 57,904 shares; 2026Q1: 36,101 shares 36,101 $1.97M 0.07% -21,803 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: 16,403 shares; 2024Q4: not reported; 2025Q1: 9,956 shares; 2025Q2: 10,155 shares; 2025Q3: 9,582 shares; 2025Q4: 9,274 shares; 2026Q1: 8,992 shares 8,992 $1.95M 0.07% -282 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: 17,066 shares; 2024Q4: 35,316 shares; 2025Q1: 37,237 shares; 2025Q2: 38,218 shares; 2025Q3: 38,922 shares; 2025Q4: 38,185 shares; 2026Q1: 36,901 shares 36,901 $1.95M 0.07% -1,284 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: 11,263 shares; 2024Q4: not reported; 2025Q1: 8,684 shares; 2025Q2: 8,847 shares; 2025Q3: 8,489 shares; 2025Q4: 8,524 shares; 2026Q1: 12,192 shares 12,192 $1.95M 0.07% +3,668 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: not reported; 2024Q4: not reported; 2025Q1: 5,162 shares; 2025Q2: 5,351 shares; 2025Q3: 5,687 shares; 2025Q4: 5,970 shares; 2026Q1: 7,288 shares 7,288 $1.94M 0.07% +1,318 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: 63,594 shares; 2024Q4: 11,773 shares; 2025Q1: 12,392 shares; 2025Q2: 12,174 shares; 2025Q3: 11,105 shares; 2025Q4: 11,261 shares; 2026Q1: 10,653 shares 10,653 $1.94M 0.07% -608 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 17,503 shares; 2026Q1: 16,673 shares 16,673 $1.94M 0.07% -830 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,138 shares; 2025Q3: 2,723 shares; 2025Q4: 2,721 shares; 2026Q1: 2,608 shares 2,608 $1.9M 0.07% -113 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: 18,881 shares; 2025Q3: 19,466 shares; 2025Q4: 20,319 shares; 2026Q1: 20,576 shares 20,576 $1.87M 0.07% +257 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,847 shares; 2025Q2: 4,622 shares; 2025Q3: 3,678 shares; 2025Q4: 3,729 shares; 2026Q1: 3,458 shares 3,458 $1.86M 0.07% -271 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: 23,889 shares; 2024Q4: not reported; 2025Q1: 7,656 shares; 2025Q2: 7,633 shares; 2025Q3: 31,548 shares; 2025Q4: 7,053 shares; 2026Q1: 7,047 shares 7,047 $1.85M 0.07% -6 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 17,991 shares; 2025Q1: 18,319 shares; 2025Q2: 18,590 shares; 2025Q3: 18,442 shares; 2025Q4: 18,703 shares; 2026Q1: 19,513 shares 19,513 $1.85M 0.07% +810 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: not reported; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 3,595 shares; 2025Q3: 7,078 shares; 2025Q4: 7,860 shares; 2026Q1: 8,853 shares 8,853 $1.83M 0.07% +993 Timeline GVUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,218 shares; 2025Q3: 18,180 shares; 2025Q4: 25,498 shares; 2026Q1: 33,281 shares 33,281 $1.83M 0.07% +7,783 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: 52,648 shares; 2024Q4: 39,849 shares; 2025Q1: 40,147 shares; 2025Q2: 40,567 shares; 2025Q3: 34,295 shares; 2025Q4: 33,490 shares; 2026Q1: 34,524 shares 34,524 $1.82M 0.07% +1,034 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,207 shares; 2025Q2: 40,682 shares; 2025Q3: 40,511 shares; 2025Q4: 40,914 shares; 2026Q1: 39,671 shares 39,671 $1.82M 0.07% -1,243 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,731 shares; 2025Q1: 39,062 shares; 2025Q2: 33,720 shares; 2025Q3: 33,146 shares; 2025Q4: 32,193 shares; 2026Q1: 32,028 shares 32,028 $1.81M 0.07% -165 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,078 shares; 2024Q4: 70,888 shares; 2025Q1: 71,326 shares; 2025Q2: 70,934 shares; 2025Q3: 73,798 shares; 2025Q4: 72,527 shares; 2026Q1: 65,944 shares 65,944 $1.81M 0.07% -6,583 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,740 shares; 2024Q4: 127,953 shares; 2025Q1: 127,485 shares; 2025Q2: 124,186 shares; 2025Q3: 124,332 shares; 2025Q4: 121,157 shares; 2026Q1: 116,232 shares 116,232 $1.8M 0.07% -4,925 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 13,609 shares; 2025Q3: 12,931 shares; 2025Q4: 12,383 shares; 2026Q1: 12,357 shares 12,357 $1.79M 0.07% -26 Timeline IEI 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: 39,117 shares; 2024Q4: 29,997 shares; 2025Q1: 31,137 shares; 2025Q2: 18,314 shares; 2025Q3: 16,705 shares; 2025Q4: 15,247 shares; 2026Q1: 15,101 shares 15,101 $1.79M 0.07% -146 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: 71,501 shares; 2024Q4: not reported; 2025Q1: 11,338 shares; 2025Q2: 13,684 shares; 2025Q3: 14,502 shares; 2025Q4: 14,776 shares; 2026Q1: 17,666 shares 17,666 $1.78M 0.07% +2,890 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,836 shares; 2024Q4: 402,636 shares; 2025Q1: 400,358 shares; 2025Q2: 373,043 shares; 2025Q3: 371,077 shares; 2025Q4: 364,886 shares; 2026Q1: 364,246 shares 364,246 $1.77M 0.07% -640 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: 11,904 shares; 2024Q4: 12,854 shares; 2025Q1: 6,874 shares; 2025Q2: 7,964 shares; 2025Q3: 10,511 shares; 2025Q4: 14,881 shares; 2026Q1: 14,634 shares 14,634 $1.77M 0.07% -247 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: 81,018 shares; 2024Q4: 49,921 shares; 2025Q1: 53,667 shares; 2025Q2: 55,930 shares; 2025Q3: 55,477 shares; 2025Q4: 51,276 shares; 2026Q1: 40,069 shares 40,069 $1.77M 0.07% -11,207 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to 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: 38,272 shares 38,272 $1.77M 0.07% new 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: 10,439 shares; 2025Q2: 9,435 shares; 2025Q3: 7,781 shares; 2025Q4: 7,632 shares; 2026Q1: 7,212 shares 7,212 $1.76M 0.07% -420 Timeline IBHF 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: 14,702 shares; 2025Q4: 52,897 shares; 2026Q1: 76,544 shares 76,544 $1.76M 0.06% +23,647 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: 17,124 shares; 2024Q4: 25,752 shares; 2025Q1: 15,774 shares; 2025Q2: 15,500 shares; 2025Q3: 25,115 shares; 2025Q4: 26,406 shares; 2026Q1: 29,841 shares 29,841 $1.75M 0.06% +3,435 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,222 shares 69,222 $1.74M 0.06% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,543 shares; 2025Q1: 10,310 shares; 2025Q2: 40,491 shares; 2025Q3: 22,775 shares; 2025Q4: 24,893 shares; 2026Q1: 25,653 shares 25,653 $1.72M 0.06% +760 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: not reported; 2024Q4: not reported; 2025Q1: 9,286 shares; 2025Q2: 9,296 shares; 2025Q3: 9,632 shares; 2025Q4: 10,257 shares; 2026Q1: 9,221 shares 9,221 $1.72M 0.06% -1,036 Timeline USHY 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: 26,968 shares; 2024Q4: 32,421 shares; 2025Q1: 36,772 shares; 2025Q2: 36,340 shares; 2025Q3: 36,020 shares; 2025Q4: 36,526 shares; 2026Q1: 46,506 shares 46,506 $1.71M 0.06% +9,980 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: 26,507 shares; 2024Q4: 32,083 shares; 2025Q1: 23,782 shares; 2025Q2: 23,890 shares; 2025Q3: 17,966 shares; 2025Q4: 17,707 shares; 2026Q1: 16,614 shares 16,614 $1.71M 0.06% -1,093 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 5,995 shares; 2026Q1: 6,031 shares 6,031 $1.7M 0.06% +36 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: not reported; 2024Q4: not reported; 2025Q1: 2,891 shares; 2025Q2: 2,836 shares; 2025Q3: 1,466 shares; 2025Q4: 3,975 shares; 2026Q1: 3,546 shares 3,546 $1.68M 0.06% -429 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: 30,507 shares; 2024Q4: 45,102 shares; 2025Q1: 44,035 shares; 2025Q2: 47,785 shares; 2025Q3: 64,598 shares; 2025Q4: 25,244 shares; 2026Q1: 30,185 shares 30,185 $1.68M 0.06% +4,941 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: 15,442 shares; 2024Q4: not reported; 2025Q1: 9,345 shares; 2025Q2: 9,585 shares; 2025Q3: 8,185 shares; 2025Q4: 9,222 shares; 2026Q1: 8,969 shares 8,969 $1.67M 0.06% -253 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 30,108 shares; 2025Q4: not reported; 2026Q1: 46,764 shares 46,764 $1.67M 0.06% new 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: 11,028 shares; 2024Q4: 11,033 shares; 2025Q1: 11,480 shares; 2025Q2: 5,819 shares; 2025Q3: 11,915 shares; 2025Q4: 12,550 shares; 2026Q1: 6,137 shares 6,137 $1.66M 0.06% -6,413 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: not reported; 2024Q4: 33,275 shares; 2025Q1: 34,595 shares; 2025Q2: 34,587 shares; 2025Q3: 39,326 shares; 2025Q4: 43,849 shares; 2026Q1: 56,880 shares 56,880 $1.66M 0.06% +13,031 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: 1,848 shares; 2025Q2: 1,630 shares; 2025Q3: 1,462 shares; 2025Q4: 1,352 shares; 2026Q1: 1,198 shares 1,198 $1.65M 0.06% -154 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: 24,629 shares; 2024Q4: 29,802 shares; 2025Q1: 28,346 shares; 2025Q2: 30,736 shares; 2025Q3: 33,202 shares; 2025Q4: 34,776 shares; 2026Q1: 30,379 shares 30,379 $1.64M 0.06% -4,397 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: 17,168 shares; 2024Q4: 17,674 shares; 2025Q1: 30,928 shares; 2025Q2: 47,040 shares; 2025Q3: 46,200 shares; 2025Q4: 55,451 shares; 2026Q1: 57,111 shares 57,111 $1.64M 0.06% +1,660 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,951 shares; 2024Q4: 30,045 shares; 2025Q1: 30,400 shares; 2025Q2: 31,501 shares; 2025Q3: 31,591 shares; 2025Q4: 29,784 shares; 2026Q1: 29,949 shares 29,949 $1.64M 0.06% +165 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,876 shares; 2024Q4: 92,401 shares; 2025Q1: 93,651 shares; 2025Q2: 93,651 shares; 2025Q3: 91,626 shares; 2025Q4: 91,626 shares; 2026Q1: 91,626 shares 91,626 $1.63M 0.06% 0 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: 15,189 shares; 2024Q4: 20,495 shares; 2025Q1: 23,110 shares; 2025Q2: 26,262 shares; 2025Q3: 27,307 shares; 2025Q4: 28,345 shares; 2026Q1: 26,734 shares 26,734 $1.63M 0.06% -1,611 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: 838 shares; 2025Q2: 722 shares; 2025Q3: 757 shares; 2025Q4: 2,228 shares; 2026Q1: 2,383 shares 2,383 $1.63M 0.06% +155 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: 10,403 shares; 2024Q4: 10,810 shares; 2025Q1: 12,096 shares; 2025Q2: 13,418 shares; 2025Q3: 14,955 shares; 2025Q4: 15,159 shares; 2026Q1: 15,569 shares 15,569 $1.61M 0.06% +410 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,989 shares; 2025Q2: 6,397 shares; 2025Q3: 6,575 shares; 2025Q4: 6,906 shares; 2026Q1: 8,118 shares 8,118 $1.61M 0.06% +1,212 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 18,815 shares; 2025Q1: 18,056 shares; 2025Q2: 18,250 shares; 2025Q3: 16,082 shares; 2025Q4: 15,735 shares; 2026Q1: 14,435 shares 14,435 $1.61M 0.06% -1,300 Timeline JCPB 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: 5,138 shares; 2025Q3: 14,281 shares; 2025Q4: 29,312 shares; 2026Q1: 34,050 shares 34,050 $1.6M 0.06% +4,738 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: 8,093 shares 8,093 $1.6M 0.06% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,022 shares; 2025Q4: 15,256 shares; 2026Q1: 14,679 shares 14,679 $1.59M 0.06% -577 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,834 shares; 2025Q3: 6,788 shares; 2025Q4: 6,865 shares; 2026Q1: 21,134 shares 21,134 $1.57M 0.06% +14,269 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 16,764 shares; 2025Q1: 17,014 shares; 2025Q2: 14,895 shares; 2025Q3: 24,513 shares; 2025Q4: 28,802 shares; 2026Q1: 29,591 shares 29,591 $1.56M 0.06% +789 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,023 shares; 2025Q1: 41,964 shares; 2025Q2: 47,385 shares; 2025Q3: 48,717 shares; 2025Q4: 23,595 shares; 2026Q1: 24,868 shares 24,868 $1.56M 0.06% +1,273 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: not reported; 2025Q1: 955 shares; 2025Q2: 944 shares; 2025Q3: 1,227 shares; 2025Q4: 1,192 shares; 2026Q1: 1,176 shares 1,176 $1.55M 0.06% -16 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,517 shares; 2025Q2: 5,282 shares; 2025Q3: 5,226 shares; 2025Q4: 4,798 shares; 2026Q1: 4,942 shares 4,942 $1.55M 0.06% +144 Timeline ESGU 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: 24,469 shares; 2024Q4: 11,696 shares; 2025Q1: 11,642 shares; 2025Q2: 11,333 shares; 2025Q3: 10,792 shares; 2025Q4: 10,883 shares; 2026Q1: 10,933 shares 10,933 $1.55M 0.06% +50 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,920 shares; 2024Q4: 17,000 shares; 2025Q1: 18,536 shares; 2025Q2: 15,603 shares; 2025Q3: 4,394 shares; 2025Q4: 14,483 shares; 2026Q1: 16,189 shares 16,189 $1.55M 0.06% +1,706 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: 24,176 shares; 2024Q4: 24,798 shares; 2025Q1: 16,317 shares; 2025Q2: 13,965 shares; 2025Q3: 16,786 shares; 2025Q4: 16,169 shares; 2026Q1: 12,995 shares 12,995 $1.54M 0.06% -3,174 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: 12,253 shares; 2024Q4: 12,277 shares; 2025Q1: 12,479 shares; 2025Q2: 10,774 shares; 2025Q3: 10,651 shares; 2025Q4: 11,473 shares; 2026Q1: 13,378 shares 13,378 $1.54M 0.06% +1,905 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,138 shares; 2024Q4: 57,265 shares; 2025Q1: 57,951 shares; 2025Q2: 57,609 shares; 2025Q3: 58,869 shares; 2025Q4: 54,726 shares; 2026Q1: 39,143 shares 39,143 $1.54M 0.06% -15,583 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: 2,653 shares; 2025Q2: 2,238 shares; 2025Q3: 2,057 shares; 2025Q4: 2,103 shares; 2026Q1: 2,069 shares 2,069 $1.53M 0.06% -34 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 37,590 shares; 2025Q4: 40,980 shares; 2026Q1: 46,350 shares 46,350 $1.53M 0.06% +5,370 Timeline IXP 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: 12,331 shares; 2025Q4: 12,738 shares; 2026Q1: 13,232 shares 13,232 $1.52M 0.06% +494 Timeline IHDG 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: 77,223 shares; 2024Q4: 11,409 shares; 2025Q1: 16,415 shares; 2025Q2: 18,618 shares; 2025Q3: 23,122 shares; 2025Q4: 26,962 shares; 2026Q1: 31,494 shares 31,494 $1.52M 0.06% +4,532 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: 13,375 shares; 2024Q4: not reported; 2025Q1: 9,210 shares; 2025Q2: 9,234 shares; 2025Q3: 7,978 shares; 2025Q4: 6,820 shares; 2026Q1: 6,579 shares 6,579 $1.51M 0.06% -241 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,868 shares; 2025Q2: 2,558 shares; 2025Q3: 2,540 shares; 2025Q4: 2,427 shares; 2026Q1: 2,682 shares 2,682 $1.51M 0.06% +255 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 25,862 shares; 2025Q1: 26,809 shares; 2025Q2: 25,140 shares; 2025Q3: 26,334 shares; 2025Q4: 27,883 shares; 2026Q1: 29,460 shares 29,460 $1.51M 0.06% +1,577 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: 3,816 shares; 2025Q2: 3,801 shares; 2025Q3: 3,852 shares; 2025Q4: 3,550 shares; 2026Q1: 5,786 shares 5,786 $1.51M 0.06% +2,236 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: 16,371 shares; 2025Q3: 25,618 shares; 2025Q4: 32,449 shares; 2026Q1: 39,599 shares 39,599 $1.5M 0.06% +7,150 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,638 shares; 2025Q1: 20,167 shares; 2025Q2: 19,817 shares; 2025Q3: 20,447 shares; 2025Q4: 40,594 shares; 2026Q1: 35,819 shares 35,819 $1.49M 0.06% -4,775 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,010 shares; 2024Q4: 48,036 shares; 2025Q1: 49,860 shares; 2025Q2: 51,556 shares; 2025Q3: 55,094 shares; 2025Q4: 58,218 shares; 2026Q1: 60,920 shares 60,920 $1.47M 0.05% +2,702 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: 74,498 shares; 2024Q4: 79,425 shares; 2025Q1: 79,825 shares; 2025Q2: 78,407 shares; 2025Q3: 49,043 shares; 2025Q4: 44,554 shares; 2026Q1: 43,689 shares 43,689 $1.46M 0.05% -865 Timeline FELC 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: 7,981 shares; 2025Q3: 22,255 shares; 2025Q4: 29,954 shares; 2026Q1: 40,359 shares 40,359 $1.46M 0.05% +10,405 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 13,666 shares; 2025Q1: 14,271 shares; 2025Q2: 14,531 shares; 2025Q3: 15,773 shares; 2025Q4: 15,948 shares; 2026Q1: 15,465 shares 15,465 $1.45M 0.05% -483 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: 21,688 shares; 2024Q4: 18,034 shares; 2025Q1: 14,848 shares; 2025Q2: 14,112 shares; 2025Q3: 13,979 shares; 2025Q4: 15,037 shares; 2026Q1: 15,550 shares 15,550 $1.45M 0.05% +513 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: 17,013 shares; 2024Q4: 19,475 shares; 2025Q1: 19,278 shares; 2025Q2: 18,860 shares; 2025Q3: 15,081 shares; 2025Q4: 14,885 shares; 2026Q1: 14,791 shares 14,791 $1.44M 0.05% -94 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.05% 0 Timeline PDP 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: 11,433 shares; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,893 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares; 2026Q1: 11,864 shares 11,864 $1.43M 0.05% -30 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 7,214 shares 7,214 $1.43M 0.05% new Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,050 shares; 2024Q4: 168,588 shares; 2025Q1: 164,765 shares; 2025Q2: 164,342 shares; 2025Q3: 162,364 shares; 2025Q4: 159,867 shares; 2026Q1: 157,253 shares 157,253 $1.42M 0.05% -2,614 Timeline CIBR 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: 17,621 shares; 2024Q4: 16,464 shares; 2025Q1: 21,802 shares; 2025Q2: 26,288 shares; 2025Q3: 25,597 shares; 2025Q4: 25,175 shares; 2026Q1: 22,392 shares 22,392 $1.4M 0.05% -2,783 Timeline XSMO 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: 8,753 shares; 2025Q3: 11,462 shares; 2025Q4: 14,987 shares; 2026Q1: 18,448 shares 18,448 $1.4M 0.05% +3,461 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 6,481 shares; 2025Q3: 6,431 shares; 2025Q4: 6,571 shares; 2026Q1: 7,601 shares 7,601 $1.4M 0.05% +1,030 Timeline FVD 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: 40,166 shares; 2024Q4: 38,792 shares; 2025Q1: 34,828 shares; 2025Q2: 31,342 shares; 2025Q3: 31,057 shares; 2025Q4: 31,400 shares; 2026Q1: 29,694 shares 29,694 $1.4M 0.05% -1,706 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: 18,295 shares; 2024Q4: 14,307 shares; 2025Q1: 13,320 shares; 2025Q2: 11,740 shares; 2025Q3: 12,214 shares; 2025Q4: 12,375 shares; 2026Q1: 12,101 shares 12,101 $1.37M 0.05% -274 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: 1,034 shares; 2025Q2: 1,032 shares; 2025Q3: 1,027 shares; 2025Q4: 3,553 shares; 2026Q1: 3,967 shares 3,967 $1.37M 0.05% +414 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: not reported; 2024Q4: not reported; 2025Q1: 8,643 shares; 2025Q2: 6,775 shares; 2025Q3: 6,710 shares; 2025Q4: 6,566 shares; 2026Q1: 6,899 shares 6,899 $1.36M 0.05% +333 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,155 shares; 2025Q4: 10,237 shares; 2026Q1: 12,958 shares 12,958 $1.34M 0.05% +2,721 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 16,455 shares; 2025Q3: 19,590 shares; 2025Q4: 21,551 shares; 2026Q1: 26,495 shares 26,495 $1.33M 0.05% +4,944 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: 12,756 shares; 2025Q1: 11,839 shares; 2025Q2: 11,235 shares; 2025Q3: 10,276 shares; 2025Q4: 27,746 shares; 2026Q1: 26,533 shares 26,533 $1.33M 0.05% -1,213 Timeline IBDW 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: 17,453 shares; 2025Q3: 19,777 shares; 2025Q4: 38,629 shares; 2026Q1: 62,632 shares 62,632 $1.31M 0.05% +24,003 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: not reported; 2024Q4: not reported; 2025Q1: 5,513 shares; 2025Q2: 5,240 shares; 2025Q3: 5,317 shares; 2025Q4: 5,228 shares; 2026Q1: 5,390 shares 5,390 $1.31M 0.05% +162 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,418 shares; 2024Q4: 16,266 shares; 2025Q1: 16,742 shares; 2025Q2: 161,422 shares; 2025Q3: 163,575 shares; 2025Q4: 146,211 shares; 2026Q1: 22,424 shares 22,424 $1.3M 0.05% -123,787 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,122 shares; 2025Q2: 7,819 shares; 2025Q3: 13,125 shares; 2025Q4: 10,208 shares; 2026Q1: 10,557 shares 10,557 $1.3M 0.05% +349 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,365 shares; 2025Q1: 116,773 shares; 2025Q2: 117,220 shares; 2025Q3: 117,734 shares; 2025Q4: 79,359 shares; 2026Q1: 63,735 shares 63,735 $1.27M 0.05% -15,624 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,157 shares; 2025Q2: 14,575 shares; 2025Q3: 14,147 shares; 2025Q4: 13,733 shares; 2026Q1: 13,599 shares 13,599 $1.25M 0.05% -134 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 17,483 shares; 2025Q1: 15,047 shares; 2025Q2: 16,780 shares; 2025Q3: 20,830 shares; 2025Q4: 16,295 shares; 2026Q1: 17,563 shares 17,563 $1.25M 0.05% +1,268 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 8,898 shares; 2025Q3: 8,516 shares; 2025Q4: 8,159 shares; 2026Q1: 9,206 shares 9,206 $1.25M 0.05% +1,047 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 2,797 shares; 2025Q3: 4,012 shares; 2025Q4: 2,814 shares; 2026Q1: 2,775 shares 2,775 $1.24M 0.05% -39 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: 6,803 shares; 2025Q2: 6,846 shares; 2025Q3: 6,539 shares; 2025Q4: 13,949 shares; 2026Q1: 13,153 shares 13,153 $1.24M 0.05% -796 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: 10,047 shares; 2025Q1: 11,228 shares; 2025Q2: 11,683 shares; 2025Q3: 11,645 shares; 2025Q4: 11,916 shares; 2026Q1: 11,738 shares 11,738 $1.23M 0.05% -178 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324,830 shares; 2025Q4: 321,944 shares; 2026Q1: 213,144 shares 213,144 $1.23M 0.05% -108,800 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 17,756 shares; 2025Q4: 25,425 shares; 2026Q1: 27,276 shares 27,276 $1.23M 0.05% +1,851 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,509 shares; 2025Q1: 23,565 shares; 2025Q2: 23,634 shares; 2025Q3: 23,723 shares; 2025Q4: 23,811 shares; 2026Q1: 23,905 shares 23,905 $1.21M 0.04% +94 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,901 shares; 2025Q2: 3,261 shares; 2025Q3: 3,230 shares; 2025Q4: 3,733 shares; 2026Q1: 3,932 shares 3,932 $1.19M 0.04% +199 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,958 shares; 2024Q4: 14,377 shares; 2025Q1: 16,163 shares; 2025Q2: 16,548 shares; 2025Q3: 17,391 shares; 2025Q4: 18,556 shares; 2026Q1: 27,530 shares 27,530 $1.19M 0.04% +8,974 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,456 shares; 2025Q2: 3,012 shares; 2025Q3: 3,105 shares; 2025Q4: 3,086 shares; 2026Q1: 2,815 shares 2,815 $1.17M 0.04% -271 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: not reported; 2024Q4: not reported; 2025Q1: 3,163 shares; 2025Q2: 3,273 shares; 2025Q3: 3,231 shares; 2025Q4: 3,288 shares; 2026Q1: 3,408 shares 3,408 $1.17M 0.04% +120 Timeline SPTM 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: 8,423 shares; 2025Q2: 9,441 shares; 2025Q3: 11,584 shares; 2025Q4: 14,570 shares; 2026Q1: 14,490 shares 14,490 $1.15M 0.04% -80 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,539 shares; 2025Q4: 10,777 shares; 2026Q1: 15,275 shares 15,275 $1.14M 0.04% +4,498 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 10,473 shares; 2025Q3: 10,196 shares; 2025Q4: 10,693 shares; 2026Q1: 10,270 shares 10,270 $1.14M 0.04% -423 Timeline DFAR 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: 36,273 shares; 2024Q4: 36,883 shares; 2025Q1: 37,013 shares; 2025Q2: 37,967 shares; 2025Q3: 42,813 shares; 2025Q4: 47,508 shares; 2026Q1: 48,068 shares 48,068 $1.14M 0.04% +560 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: 10,886 shares; 2024Q4: 14,824 shares; 2025Q1: 15,334 shares; 2025Q2: 15,006 shares; 2025Q3: 15,099 shares; 2025Q4: 15,676 shares; 2026Q1: 15,488 shares 15,488 $1.13M 0.04% -188 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: 10,386 shares; 2024Q4: not reported; 2025Q1: 6,481 shares; 2025Q2: 6,687 shares; 2025Q3: 6,571 shares; 2025Q4: 7,216 shares; 2026Q1: 7,353 shares 7,353 $1.12M 0.04% +137 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: 19,594 shares; 2024Q4: 19,841 shares; 2025Q1: 21,255 shares; 2025Q2: 12,291 shares; 2025Q3: 11,997 shares; 2025Q4: 12,658 shares; 2026Q1: 11,980 shares 11,980 $1.12M 0.04% -678 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: 32,365 shares; 2024Q4: 41,142 shares; 2025Q1: 51,127 shares; 2025Q2: 308,088 shares; 2025Q3: 280,272 shares; 2025Q4: 210,302 shares; 2026Q1: 31,477 shares 31,477 $1.12M 0.04% -178,825 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: 1,681 shares; 2025Q2: 4,900 shares; 2025Q3: 5,449 shares; 2025Q4: 5,603 shares; 2026Q1: 5,648 shares 5,648 $1.11M 0.04% +45 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,358 shares; 2024Q4: 25,594 shares; 2025Q1: 25,668 shares; 2025Q2: 26,208 shares; 2025Q3: 25,786 shares; 2025Q4: 25,923 shares; 2026Q1: 26,037 shares 26,037 $1.11M 0.04% +114 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: 8,745 shares; 2025Q2: 8,419 shares; 2025Q3: 7,916 shares; 2025Q4: 8,106 shares; 2026Q1: 6,126 shares 6,126 $1.1M 0.04% -1,980 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,070 shares; 2024Q4: 68,472 shares; 2025Q1: 125,773 shares; 2025Q2: 119,007 shares; 2025Q3: 55,463 shares; 2025Q4: 24,811 shares; 2026Q1: 24,740 shares 24,740 $1.1M 0.04% -71 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: 8,282 shares; 2025Q2: 8,463 shares; 2025Q3: 8,436 shares; 2025Q4: 8,442 shares; 2026Q1: 9,236 shares 9,236 $1.1M 0.04% +794 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,970 shares; 2025Q2: 9,358 shares; 2025Q3: 9,998 shares; 2025Q4: 10,084 shares; 2026Q1: 10,294 shares 10,294 $1.09M 0.04% +210 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: 1,996 shares; 2025Q2: 1,878 shares; 2025Q3: 1,874 shares; 2025Q4: 1,491 shares; 2026Q1: 2,493 shares 2,493 $1.08M 0.04% +1,002 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: not reported; 2025Q1: 205 shares; 2025Q2: 201 shares; 2025Q3: 112 shares; 2025Q4: 115 shares; 2026Q1: 256 shares 256 $1.08M 0.04% +141 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: 23,164 shares; 2024Q4: 12,020 shares; 2025Q1: 11,459 shares; 2025Q2: 14,547 shares; 2025Q3: 14,996 shares; 2025Q4: 22,945 shares; 2026Q1: 23,485 shares 23,485 $1.08M 0.04% +540 Timeline DAPR 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: 24,960 shares; 2026Q1: 26,916 shares 26,916 $1.07M 0.04% +1,956 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,493 shares; 2025Q1: 15,275 shares; 2025Q2: 23,217 shares; 2025Q3: 26,193 shares; 2025Q4: 21,315 shares; 2026Q1: 21,575 shares 21,575 $1.07M 0.04% +260 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: 20,527 shares; 2024Q4: 21,114 shares; 2025Q1: 18,118 shares; 2025Q2: 9,520 shares; 2025Q3: 9,365 shares; 2025Q4: 9,173 shares; 2026Q1: 9,122 shares 9,122 $1.05M 0.04% -51 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,735 shares; 2025Q3: 8,487 shares; 2025Q4: 7,259 shares; 2026Q1: 4,145 shares 4,145 $1.04M 0.04% -3,114 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: 19,485 shares; 2024Q4: 26,414 shares; 2025Q1: 29,062 shares; 2025Q2: 28,186 shares; 2025Q3: 27,661 shares; 2025Q4: 27,329 shares; 2026Q1: 25,044 shares 25,044 $1.02M 0.04% -2,285 Timeline SPHB 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: 13,100 shares; 2025Q3: not reported; 2025Q4: 8,860 shares; 2026Q1: 8,805 shares 8,805 $1.02M 0.04% -55 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,322 shares; 2026Q1: 23,441 shares 23,441 $1.02M 0.04% +1,119 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,273 shares; 2024Q4: not reported; 2025Q1: 6,054 shares; 2025Q2: 42,269 shares; 2025Q3: 41,544 shares; 2025Q4: 21,649 shares; 2026Q1: 20,357 shares 20,357 $1.01M 0.04% -1,292 Timeline ARGT 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: 12,495 shares; 2025Q2: 12,373 shares; 2025Q3: 11,654 shares; 2025Q4: 10,674 shares; 2026Q1: 10,849 shares 10,849 $1.01M 0.04% +175 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 3,898 shares; 2025Q4: 5,243 shares; 2026Q1: 6,927 shares 6,927 $1.01M 0.04% +1,684 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: 28,758 shares; 2024Q4: 32,587 shares; 2025Q1: 32,606 shares; 2025Q2: 32,879 shares; 2025Q3: 35,731 shares; 2025Q4: 36,818 shares; 2026Q1: 47,643 shares 47,643 $1.01M 0.04% +10,825 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 6,683 shares; 2025Q4: 7,718 shares; 2026Q1: 11,873 shares 11,873 $1.01M 0.04% +4,155 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: 2,356 shares; 2025Q2: 2,669 shares; 2025Q3: 2,696 shares; 2025Q4: 2,693 shares; 2026Q1: 2,563 shares 2,563 $1M 0.04% -130 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,752 shares; 2024Q4: 15,865 shares; 2025Q1: 15,067 shares; 2025Q2: 14,841 shares; 2025Q3: 14,823 shares; 2025Q4: 12,633 shares; 2026Q1: 12,621 shares 12,621 $1M 0.04% -12 Timeline GMF 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: 7,339 shares; 2025Q2: 7,339 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares 7,339 $999K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,570 shares; 2025Q2: 6,637 shares; 2025Q3: 5,531 shares; 2025Q4: 5,815 shares; 2026Q1: 4,915 shares 4,915 $999K 0.04% -900 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 20,974 shares; 2025Q1: 21,151 shares; 2025Q2: 20,284 shares; 2025Q3: 20,499 shares; 2025Q4: 19,977 shares; 2026Q1: 20,299 shares 20,299 $995K 0.04% +322 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: 2,538 shares; 2025Q2: 2,459 shares; 2025Q3: 2,513 shares; 2025Q4: 3,441 shares; 2026Q1: 3,557 shares 3,557 $993K 0.04% +116 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 1,766 shares; 2026Q1: 2,014 shares 2,014 $988K 0.04% +248 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: not reported; 2024Q4: not reported; 2025Q1: 4,055 shares; 2025Q2: 3,303 shares; 2025Q3: 3,200 shares; 2025Q4: 4,007 shares; 2026Q1: 5,087 shares 5,087 $988K 0.04% +1,080 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,997 shares; 2025Q1: 18,440 shares; 2025Q2: 18,712 shares; 2025Q3: 15,151 shares; 2025Q4: 17,635 shares; 2026Q1: 16,317 shares 16,317 $981K 0.04% -1,318 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,457 shares; 2024Q4: 10,530 shares; 2025Q1: 27,422 shares; 2025Q2: 12,220 shares; 2025Q3: 11,945 shares; 2025Q4: 12,015 shares; 2026Q1: 11,470 shares 11,470 $974K 0.04% -545 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: not reported; 2024Q4: not reported; 2025Q1: 7,033 shares; 2025Q2: 6,131 shares; 2025Q3: 5,626 shares; 2025Q4: 5,563 shares; 2026Q1: 5,130 shares 5,130 $973K 0.04% -433 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: 13,371 shares; 2024Q4: 16,460 shares; 2025Q1: 22,077 shares; 2025Q2: 21,909 shares; 2025Q3: 7,621 shares; 2025Q4: 4,185 shares; 2026Q1: 4,630 shares 4,630 $973K 0.04% +445 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: 11,711 shares; 2024Q4: 18,747 shares; 2025Q1: 37,611 shares; 2025Q2: 23,041 shares; 2025Q3: 23,399 shares; 2025Q4: 22,898 shares; 2026Q1: 23,593 shares 23,593 $969K 0.04% +695 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 31,632 shares 31,632 $965K 0.04% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 10,424 shares; 2025Q1: 10,680 shares; 2025Q2: 15,324 shares; 2025Q3: 16,143 shares; 2025Q4: 16,429 shares; 2026Q1: 19,253 shares 19,253 $963K 0.04% +2,824 Timeline JQUA 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: 10,712 shares; 2024Q4: 12,331 shares; 2025Q1: 23,797 shares; 2025Q2: 12,389 shares; 2025Q3: 13,408 shares; 2025Q4: 12,938 shares; 2026Q1: 15,703 shares 15,703 $963K 0.04% +2,765 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 5,914 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares; 2026Q1: 6,153 shares 6,153 $957K 0.04% +840 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: not reported; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: 6,138 shares; 2025Q3: 6,234 shares; 2025Q4: 5,834 shares; 2026Q1: 6,585 shares 6,585 $952K 0.04% +751 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,309 shares; 2025Q3: 6,402 shares; 2025Q4: 6,424 shares; 2026Q1: 6,934 shares 6,934 $952K 0.04% +510 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,042 shares; 2024Q4: 42,918 shares; 2025Q1: 44,247 shares; 2025Q2: 51,342 shares; 2025Q3: 52,044 shares; 2025Q4: 19,020 shares; 2026Q1: 20,563 shares 20,563 $951K 0.04% +1,543 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: 48,428 shares; 2024Q4: 10,496 shares; 2025Q1: 10,909 shares; 2025Q2: 10,765 shares; 2025Q3: 8,403 shares; 2025Q4: 11,399 shares; 2026Q1: 10,700 shares 10,700 $949K 0.04% -699 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: 15,007 shares; 2024Q4: not reported; 2025Q1: 9,456 shares; 2025Q2: 8,986 shares; 2025Q3: 8,807 shares; 2025Q4: 9,004 shares; 2026Q1: 10,932 shares 10,932 $947K 0.04% +1,928 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: not reported; 2024Q4: not reported; 2025Q1: 7,667 shares; 2025Q2: 7,482 shares; 2025Q3: 8,256 shares; 2025Q4: 8,239 shares; 2026Q1: 8,577 shares 8,577 $947K 0.04% +338 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 11,615 shares; 2025Q1: 10,806 shares; 2025Q2: 10,817 shares; 2025Q3: 10,834 shares; 2025Q4: 10,838 shares; 2026Q1: 10,921 shares 10,921 $941K 0.03% +83 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: 11,783 shares; 2025Q1: 11,325 shares; 2025Q2: 11,368 shares; 2025Q3: 11,583 shares; 2025Q4: 10,700 shares; 2026Q1: 9,298 shares 9,298 $937K 0.03% -1,402 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: not reported; 2025Q1: 827 shares; 2025Q2: 12,936 shares; 2025Q3: 13,017 shares; 2025Q4: 13,142 shares; 2026Q1: 10,120 shares 10,120 $934K 0.03% -3,022 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,324 shares 7,324 $932K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,291 shares; 2024Q4: not reported; 2025Q1: 8,463 shares; 2025Q2: 8,454 shares; 2025Q3: 7,855 shares; 2025Q4: 8,339 shares; 2026Q1: 7,282 shares 7,282 $930K 0.03% -1,057 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: 1,738 shares; 2025Q2: 1,223 shares; 2025Q3: 1,525 shares; 2025Q4: 1,686 shares; 2026Q1: 1,692 shares 1,692 $929K 0.03% +6 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,780 shares 10,780 $929K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,731 shares; 2025Q2: 1,779 shares; 2025Q3: 1,829 shares; 2025Q4: 2,027 shares; 2026Q1: 1,873 shares 1,873 $928K 0.03% -154 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,234 shares; 2024Q4: 21,443 shares; 2025Q1: 19,024 shares; 2025Q2: 10,714 shares; 2025Q3: 10,265 shares; 2025Q4: 24,259 shares; 2026Q1: 28,709 shares 28,709 $919K 0.03% +4,450 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: not reported; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,930 shares; 2025Q3: 2,008 shares; 2025Q4: 1,801 shares; 2026Q1: 2,105 shares 2,105 $910K 0.03% +304 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: not reported; 2025Q1: 7,791 shares; 2025Q2: 16,292 shares; 2025Q3: 20,950 shares; 2025Q4: 19,860 shares; 2026Q1: 20,934 shares 20,934 $903K 0.03% +1,074 Timeline PSLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,462 shares; 2026Q1: 36,635 shares 36,635 $894K 0.03% +12,173 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: 37,078 shares; 2024Q4: 26,575 shares; 2025Q1: 19,079 shares; 2025Q2: 18,778 shares; 2025Q3: 17,889 shares; 2025Q4: 18,677 shares; 2026Q1: 16,956 shares 16,956 $882K 0.03% -1,721 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: 32,577 shares; 2024Q4: not reported; 2025Q1: 9,854 shares; 2025Q2: 8,845 shares; 2025Q3: 7,828 shares; 2025Q4: 7,909 shares; 2026Q1: 8,295 shares 8,295 $881K 0.03% +386 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,109 shares; 2024Q4: 37,929 shares; 2025Q1: 37,949 shares; 2025Q2: 40,096 shares; 2025Q3: 40,155 shares; 2025Q4: 40,189 shares; 2026Q1: 40,210 shares 40,210 $878K 0.03% +21 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,377 shares; 2024Q4: 27,888 shares; 2025Q1: 25,291 shares; 2025Q2: 20,543 shares; 2025Q3: 21,096 shares; 2025Q4: 21,086 shares; 2026Q1: 18,788 shares 18,788 $868K 0.03% -2,298 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: 6,828 shares; 2025Q2: 5,793 shares; 2025Q3: 5,835 shares; 2025Q4: 6,944 shares; 2026Q1: 6,892 shares 6,892 $865K 0.03% -52 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: 3,312 shares; 2025Q2: 3,173 shares; 2025Q3: 3,318 shares; 2025Q4: 3,905 shares; 2026Q1: 4,138 shares 4,138 $861K 0.03% +233 Timeline PFXF 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: 22,045 shares; 2024Q4: 43,460 shares; 2025Q1: 46,530 shares; 2025Q2: 45,955 shares; 2025Q3: 46,067 shares; 2025Q4: 45,742 shares; 2026Q1: 48,996 shares 48,996 $859K 0.03% +3,254 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,450 shares; 2025Q2: 7,763 shares; 2025Q3: 24,891 shares; 2025Q4: 13,431 shares; 2026Q1: 13,082 shares 13,082 $856K 0.03% -349 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: not reported; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 1,288 shares; 2025Q3: 2,341 shares; 2025Q4: 2,394 shares; 2026Q1: 3,561 shares 3,561 $852K 0.03% +1,167 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,400 shares; 2025Q1: 31,620 shares; 2025Q2: 31,853 shares; 2025Q3: 27,738 shares; 2025Q4: 27,930 shares; 2026Q1: 17,833 shares 17,833 $848K 0.03% -10,097 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,635 shares; 2025Q3: 1,334 shares; 2025Q4: 6,496 shares; 2026Q1: 8,105 shares 8,105 $847K 0.03% +1,609 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,567 shares; 2024Q4: 20,021 shares; 2025Q1: 20,024 shares; 2025Q2: 20,026 shares; 2025Q3: 20,149 shares; 2025Q4: 20,158 shares; 2026Q1: 20,159 shares 20,159 $844K 0.03% +1 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: 13,084 shares; 2024Q4: not reported; 2025Q1: 8,726 shares; 2025Q2: 8,912 shares; 2025Q3: 9,332 shares; 2025Q4: 6,693 shares; 2026Q1: 9,191 shares 9,191 $843K 0.03% +2,498 Timeline SHYD 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: 55,268 shares; 2024Q4: 42,652 shares; 2025Q1: 43,261 shares; 2025Q2: 45,153 shares; 2025Q3: 47,462 shares; 2025Q4: 47,831 shares; 2026Q1: 37,160 shares 37,160 $842K 0.03% -10,671 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,386 shares; 2024Q4: 12,570 shares; 2025Q1: 12,617 shares; 2025Q2: 12,617 shares; 2025Q3: 12,740 shares; 2025Q4: 12,617 shares; 2026Q1: 12,499 shares 12,499 $837K 0.03% -118 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 2,049 shares; 2025Q3: 2,051 shares; 2025Q4: 4,746 shares; 2026Q1: 4,899 shares 4,899 $835K 0.03% +153 Timeline BBCA 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: 10,380 shares; 2025Q1: 10,492 shares; 2025Q2: 8,818 shares; 2025Q3: 8,823 shares; 2025Q4: 8,775 shares; 2026Q1: 8,875 shares 8,875 $835K 0.03% +100 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to 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: 21,785 shares; 2026Q1: 25,188 shares 25,188 $834K 0.03% +3,403 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 2,504 shares; 2025Q3: 4,045 shares; 2025Q4: 4,055 shares; 2026Q1: 4,243 shares 4,243 $831K 0.03% +188 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 4,516 shares; 2025Q3: 4,571 shares; 2025Q4: 5,478 shares; 2026Q1: 5,770 shares 5,770 $829K 0.03% +292 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,499 shares; 2025Q2: 58,663 shares; 2025Q3: 68,118 shares; 2025Q4: 64,795 shares; 2026Q1: 6,460 shares 6,460 $828K 0.03% -58,335 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 24,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,069 shares 31,069 $824K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,380 shares; 2025Q2: 10,848 shares; 2025Q3: 16,908 shares; 2025Q4: 18,303 shares; 2026Q1: 21,360 shares 21,360 $821K 0.03% +3,057 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,291 shares; 2026Q1: 7,414 shares 7,414 $818K 0.03% +123 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,922 shares; 2026Q1: 19,226 shares 19,226 $818K 0.03% +1,304 Timeline XHB 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: 7,366 shares; 2025Q4: 8,020 shares; 2026Q1: 8,269 shares 8,269 $816K 0.03% +249 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,056 shares; 2026Q1: 10,115 shares 10,115 $815K 0.03% +7,059 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: 5,341 shares; 2025Q4: 4,670 shares; 2026Q1: 4,889 shares 4,889 $812K 0.03% +219 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,667 shares; 2025Q2: 3,345 shares; 2025Q3: 4,117 shares; 2025Q4: 4,310 shares; 2026Q1: 3,962 shares 3,962 $810K 0.03% -348 Timeline SPLV 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: 140,875 shares; 2024Q4: 143,219 shares; 2025Q1: 194,705 shares; 2025Q2: 143,357 shares; 2025Q3: 60,579 shares; 2025Q4: 11,563 shares; 2026Q1: 11,014 shares 11,014 $806K 0.03% -549 Timeline RFG 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: 15,417 shares; 2024Q4: 15,421 shares; 2025Q1: 15,426 shares; 2025Q2: 15,044 shares; 2025Q3: 15,050 shares; 2025Q4: 14,662 shares; 2026Q1: 14,664 shares 14,664 $804K 0.03% +2 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,812 shares; 2024Q4: 25,866 shares; 2025Q1: 26,202 shares; 2025Q2: 26,411 shares; 2025Q3: 26,813 shares; 2025Q4: 26,821 shares; 2026Q1: 26,987 shares 26,987 $802K 0.03% +166 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: 3,575 shares; 2025Q2: 2,729 shares; 2025Q3: 2,820 shares; 2025Q4: 3,032 shares; 2026Q1: 3,200 shares 3,200 $802K 0.03% +168 Timeline