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: 842,007 shares; 2024Q4: 870,293 shares; 2025Q1: 817,686 shares; 2025Q2: 793,906 shares; 2025Q3: 862,933 shares; 2025Q4: 833,417 shares; 2026Q1: 1,008,162 shares 1,008,162 $256M 8.02% +174,745 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: 753,800 shares; 2024Q4: 734,413 shares; 2025Q1: 749,542 shares; 2025Q2: 664,258 shares; 2025Q3: 792,356 shares; 2025Q4: 717,523 shares; 2026Q1: 896,537 shares 896,537 $156M 4.9% +179,014 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: 363,821 shares; 2024Q4: 367,902 shares; 2025Q1: 404,545 shares; 2025Q2: 387,812 shares; 2025Q3: 438,339 shares; 2025Q4: 448,837 shares; 2026Q1: 534,406 shares 534,406 $111M 3.49% +85,569 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: 84,928 shares; 2024Q4: 88,365 shares; 2025Q1: 96,043 shares; 2025Q2: 97,132 shares; 2025Q3: 118,235 shares; 2025Q4: 125,038 shares; 2026Q1: 149,701 shares 149,701 $97.6M 3.06% +24,663 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: 369,484 shares; 2024Q4: 280,975 shares; 2025Q1: 374,557 shares; 2025Q2: 302,238 shares; 2025Q3: 306,310 shares; 2025Q4: 309,050 shares; 2026Q1: 326,977 shares 326,977 $94M 2.95% +17,927 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: 67,117 shares; 2024Q4: 78,621 shares; 2025Q1: 81,242 shares; 2025Q2: 124,176 shares; 2025Q3: 127,396 shares; 2025Q4: 160,611 shares; 2026Q1: 146,100 shares 146,100 $84.3M 2.64% -14,511 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: 189,176 shares; 2024Q4: 155,874 shares; 2025Q1: 169,151 shares; 2025Q2: 128,612 shares; 2025Q3: 128,411 shares; 2025Q4: 141,018 shares; 2026Q1: 187,442 shares 187,442 $69.7M 2.18% +46,424 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: 148,522 shares; 2024Q4: 140,660 shares; 2025Q1: 168,994 shares; 2025Q2: 140,391 shares; 2025Q3: 161,812 shares; 2025Q4: 124,447 shares; 2026Q1: 177,774 shares 177,774 $65.8M 2.06% +53,327 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: 132,305 shares; 2024Q4: 139,144 shares; 2025Q1: 116,966 shares; 2025Q2: 57,789 shares; 2025Q3: 67,589 shares; 2025Q4: 60,965 shares; 2026Q1: 96,096 shares 96,096 $62.8M 1.97% +35,131 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: 79,668 shares; 2024Q4: 96,232 shares; 2025Q1: 85,086 shares; 2025Q2: 89,378 shares; 2025Q3: 100,965 shares; 2025Q4: 89,902 shares; 2026Q1: 107,611 shares 107,611 $61.6M 1.93% +17,709 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: 1,175,230 shares; 2024Q4: 1,221,331 shares; 2025Q1: 1,336,425 shares; 2025Q2: 1,200,349 shares; 2025Q3: 1,073,085 shares; 2025Q4: 1,093,577 shares; 2026Q1: 1,090,959 shares 1,090,959 $50.4M 1.58% -2,618 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: 252,795 shares; 2024Q4: 235,685 shares; 2025Q1: 262,342 shares; 2025Q2: 271,473 shares; 2025Q3: 335,077 shares; 2025Q4: 187,802 shares; 2026Q1: 237,642 shares 237,642 $48.3M 1.52% +49,840 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: 104,572 shares; 2024Q4: 62,200 shares; 2025Q1: 30,623 shares; 2025Q2: 143,292 shares; 2025Q3: 90,339 shares; 2025Q4: 115,728 shares; 2026Q1: 135,846 shares 135,846 $47.8M 1.5% +20,118 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: 638,201 shares; 2024Q4: 615,493 shares; 2025Q1: 659,715 shares; 2025Q2: 482,835 shares; 2025Q3: 465,592 shares; 2025Q4: 278,238 shares; 2026Q1: 512,037 shares 512,037 $39.7M 1.25% +233,799 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: 186,830 shares; 2024Q4: 160,676 shares; 2025Q1: 184,915 shares; 2025Q2: 134,578 shares; 2025Q3: 179,154 shares; 2025Q4: 122,887 shares; 2026Q1: 124,111 shares 124,111 $38.4M 1.2% +1,224 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: 21,579 shares; 2024Q4: 31,073 shares; 2025Q1: 32,027 shares; 2025Q2: 26,796 shares; 2025Q3: 29,416 shares; 2025Q4: 326,616 shares; 2026Q1: 383,427 shares 383,427 $36.9M 1.16% +56,811 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: 77,007 shares; 2024Q4: 79,816 shares; 2025Q1: 122,752 shares; 2025Q2: 141,750 shares; 2025Q3: 145,582 shares; 2025Q4: 205,014 shares; 2026Q1: 165,861 shares 165,861 $35M 1.1% -39,153 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: 141,904 shares; 2024Q4: 65,065 shares; 2025Q1: 36,704 shares; 2025Q2: 33,013 shares; 2025Q3: 64,758 shares; 2025Q4: 61,411 shares; 2026Q1: 100,242 shares 100,242 $34.3M 1.07% +38,831 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: 14,565 shares; 2024Q4: 4,900 shares; 2025Q1: 16,861 shares; 2025Q2: 3,920 shares; 2025Q3: 101,701 shares; 2025Q4: 154,849 shares; 2026Q1: 96,640 shares 96,640 $32.7M 1.02% -58,209 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: 236,893 shares; 2024Q4: 411,395 shares; 2025Q1: 424,038 shares; 2025Q2: 413,267 shares; 2025Q3: 386,562 shares; 2025Q4: 535,929 shares; 2026Q1: 730,224 shares 730,224 $32.2M 1.01% +194,295 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: 41,886 shares; 2025Q1: 42,064 shares; 2025Q2: 25,054 shares; 2025Q3: 18,761 shares; 2025Q4: 215,827 shares; 2026Q1: 144,006 shares 144,006 $30.8M 0.97% -71,821 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: 312,583 shares; 2024Q4: 300,179 shares; 2025Q1: 319,665 shares; 2025Q2: 292,831 shares; 2025Q3: 283,423 shares; 2025Q4: 280,519 shares; 2026Q1: 265,668 shares 265,668 $30M 0.94% -14,851 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: 43,159 shares; 2024Q4: 48,205 shares; 2025Q1: 51,458 shares; 2025Q2: 61,227 shares; 2025Q3: 57,510 shares; 2025Q4: 60,576 shares; 2026Q1: 63,869 shares 63,869 $29.6M 0.93% +3,293 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: 540,043 shares; 2024Q4: 523,001 shares; 2025Q1: 553,166 shares; 2025Q2: 565,738 shares; 2025Q3: 670,881 shares; 2025Q4: 670,419 shares; 2026Q1: 503,502 shares 503,502 $29.3M 0.92% -166,917 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: 115,335 shares; 2024Q4: 119,160 shares; 2025Q1: 206,579 shares; 2025Q2: 376,279 shares; 2025Q3: 403,705 shares; 2025Q4: 503,129 shares; 2026Q1: 419,980 shares 419,980 $29.3M 0.92% -83,149 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: 27,659 shares; 2024Q4: 54,401 shares; 2025Q1: 374,987 shares; 2025Q2: 256,636 shares; 2025Q3: 239,207 shares; 2025Q4: 214,084 shares; 2026Q1: 188,532 shares 188,532 $27.6M 0.86% -25,552 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: 27,570 shares; 2024Q4: 44,657 shares; 2025Q1: 30,343 shares; 2025Q2: 32,629 shares; 2025Q3: 41,993 shares; 2025Q4: 10,129 shares; 2026Q1: 55,906 shares 55,906 $25.8M 0.81% +45,777 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: 58,143 shares; 2024Q4: 64,385 shares; 2025Q1: 83,569 shares; 2025Q2: 93,620 shares; 2025Q3: 85,916 shares; 2025Q4: 79,550 shares; 2026Q1: 98,806 shares 98,806 $24.5M 0.77% +19,256 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: 394,827 shares; 2024Q4: 368,171 shares; 2025Q1: 337,664 shares; 2025Q2: 518,416 shares; 2025Q3: 421,286 shares; 2025Q4: 364,453 shares; 2026Q1: 327,574 shares 327,574 $24.4M 0.76% -36,879 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: 79,633 shares; 2024Q4: 44,797 shares; 2025Q1: 138,471 shares; 2025Q2: 143,748 shares; 2025Q3: 83,028 shares; 2025Q4: 123,783 shares; 2026Q1: 115,336 shares 115,336 $23.9M 0.75% -8,447 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: 89,444 shares; 2024Q4: 87,761 shares; 2025Q1: 77,563 shares; 2025Q2: 73,350 shares; 2025Q3: 68,126 shares; 2025Q4: 68,828 shares; 2026Q1: 82,841 shares 82,841 $23.8M 0.74% +14,013 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: 148,516 shares; 2024Q4: 173,043 shares; 2025Q1: 181,130 shares; 2025Q2: 180,386 shares; 2025Q3: 200,427 shares; 2025Q4: 222,909 shares; 2026Q1: 998,208 shares 998,208 $22.9M 0.72% +775,299 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: 483,223 shares; 2024Q4: 345,068 shares; 2025Q1: 387,707 shares; 2025Q2: 589,462 shares; 2025Q3: 434,516 shares; 2025Q4: 426,820 shares; 2026Q1: 440,837 shares 440,837 $22.1M 0.69% +14,017 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: 68,264 shares; 2024Q4: 53,796 shares; 2025Q1: 67,628 shares; 2025Q2: 65,660 shares; 2025Q3: 77,342 shares; 2025Q4: 50,174 shares; 2026Q1: 70,586 shares 70,586 $20.8M 0.65% +20,412 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: 151,662 shares; 2024Q4: 155,555 shares; 2025Q1: 188,971 shares; 2025Q2: 197,159 shares; 2025Q3: 169,304 shares; 2025Q4: 104,802 shares; 2026Q1: 101,884 shares 101,884 $19.5M 0.61% -2,918 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: 77,813 shares; 2024Q4: 71,915 shares; 2025Q1: 97,667 shares; 2025Q2: 107,316 shares; 2025Q3: 77,261 shares; 2025Q4: 84,071 shares; 2026Q1: 78,253 shares 78,253 $19.1M 0.6% -5,818 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: 26,263 shares; 2025Q1: 39,279 shares; 2025Q2: 39,725 shares; 2025Q3: 47,340 shares; 2025Q4: 80,579 shares; 2026Q1: 77,484 shares 77,484 $18.6M 0.58% -3,095 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: not reported; 2024Q4: 200,816 shares; 2025Q1: 200,899 shares; 2025Q2: 200,970 shares; 2025Q3: 198,579 shares; 2025Q4: 197,790 shares; 2026Q1: 191,195 shares 191,195 $18.3M 0.57% -6,595 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: 140,654 shares; 2024Q4: 106,370 shares; 2025Q1: 117,612 shares; 2025Q2: 129,501 shares; 2025Q3: 136,936 shares; 2025Q4: 142,771 shares; 2026Q1: 187,780 shares 187,780 $18.2M 0.57% +45,009 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: 141,700 shares; 2024Q4: 177,461 shares; 2025Q1: 161,446 shares; 2025Q2: 163,271 shares; 2025Q3: 169,226 shares; 2025Q4: 175,721 shares; 2026Q1: 190,554 shares 190,554 $18.1M 0.57% +14,833 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601,963 shares; 2025Q4: 599,356 shares; 2026Q1: 599,531 shares 599,531 $18M 0.56% +175 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: 33,818 shares; 2024Q4: 40,840 shares; 2025Q1: 56,754 shares; 2025Q2: 34,919 shares; 2025Q3: 34,612 shares; 2025Q4: 77,891 shares; 2026Q1: 134,931 shares 134,931 $17.9M 0.56% +57,040 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: 53,274 shares; 2025Q1: 129,186 shares; 2025Q2: 99,437 shares; 2025Q3: 5,158 shares; 2025Q4: not reported; 2026Q1: 125,203 shares 125,203 $17.4M 0.55% new 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: 17,737 shares; 2024Q4: 14,913 shares; 2025Q1: 14,004 shares; 2025Q2: 11,354 shares; 2025Q3: 21,373 shares; 2025Q4: 23,456 shares; 2026Q1: 23,903 shares 23,903 $16.9M 0.53% +447 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: 64,699 shares; 2024Q4: 41,783 shares; 2025Q1: 88,238 shares; 2025Q2: 108,342 shares; 2025Q3: 146,687 shares; 2025Q4: 190,521 shares; 2026Q1: 135,983 shares 135,983 $16.5M 0.52% -54,538 Timeline TLH 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: 105,107 shares; 2025Q2: 152,147 shares; 2025Q3: 174,751 shares; 2025Q4: 151,742 shares; 2026Q1: 160,719 shares 160,719 $16.2M 0.51% +8,977 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,597 shares; 2024Q4: 205,991 shares; 2025Q1: 234,049 shares; 2025Q2: 245,419 shares; 2025Q3: 313,161 shares; 2025Q4: 356,646 shares; 2026Q1: 305,829 shares 305,829 $15.9M 0.5% -50,817 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: 198,503 shares; 2024Q4: 181,706 shares; 2025Q1: 176,038 shares; 2025Q2: 168,684 shares; 2025Q3: 170,858 shares; 2025Q4: 159,608 shares; 2026Q1: 157,536 shares 157,536 $15.6M 0.49% -2,072 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: 9,539 shares; 2024Q4: 40,859 shares; 2025Q1: 9,108 shares; 2025Q2: 109,118 shares; 2025Q3: 7,392 shares; 2025Q4: 102,071 shares; 2026Q1: 100,290 shares 100,290 $15.6M 0.49% -1,781 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: 18,116 shares; 2024Q4: 8,236 shares; 2025Q1: 8,033 shares; 2025Q2: 17,395 shares; 2025Q3: 12,640 shares; 2025Q4: 13,886 shares; 2026Q1: 15,440 shares 15,440 $15.4M 0.48% +1,554 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: 192,155 shares; 2024Q4: 208,308 shares; 2025Q1: 125,730 shares; 2025Q2: 124,761 shares; 2025Q3: 15,697 shares; 2025Q4: 2,103 shares; 2026Q1: 137,214 shares 137,214 $15.3M 0.48% +135,111 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: 208,924 shares; 2024Q4: 169,932 shares; 2025Q1: 153,563 shares; 2025Q2: 208,674 shares; 2025Q3: 208,909 shares; 2025Q4: 221,925 shares; 2026Q1: 268,404 shares 268,404 $15.2M 0.48% +46,479 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: 42,215 shares; 2024Q4: 41,795 shares; 2025Q1: 46,303 shares; 2025Q2: 45,705 shares; 2025Q3: 44,406 shares; 2025Q4: 120,095 shares; 2026Q1: 126,682 shares 126,682 $15M 0.47% +6,587 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: 147,868 shares; 2024Q4: 57,769 shares; 2025Q1: 143,239 shares; 2025Q2: 179,479 shares; 2025Q3: 154,791 shares; 2025Q4: 169,354 shares; 2026Q1: 115,572 shares 115,572 $14.9M 0.47% -53,782 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,373,000 shares 3,373,000 $14.9M 0.47% new 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: 32,490 shares; 2024Q4: 257,655 shares; 2025Q1: 37,031 shares; 2025Q2: 10,304 shares; 2025Q3: 42,967 shares; 2025Q4: 28,224 shares; 2026Q1: 45,932 shares 45,932 $14.7M 0.46% +17,708 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: 101,940 shares; 2024Q4: 74,599 shares; 2025Q1: 52,629 shares; 2025Q2: 115,008 shares; 2025Q3: 137,384 shares; 2025Q4: 10,053 shares; 2026Q1: 74,135 shares 74,135 $14.4M 0.45% +64,082 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: 152,612 shares; 2024Q4: 84,932 shares; 2025Q1: 96,642 shares; 2025Q2: 154,895 shares; 2025Q3: 174,005 shares; 2025Q4: 89,812 shares; 2026Q1: 182,944 shares 182,944 $14M 0.44% +93,132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,884 shares; 2026Q1: 29,200 shares 29,200 $14M 0.44% +8,316 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: 173,657 shares; 2025Q3: 451,033 shares; 2025Q4: 438,293 shares; 2026Q1: 421,583 shares 421,583 $13.9M 0.44% -16,710 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679,984 shares; 2024Q4: 541,984 shares; 2025Q1: 568,176 shares; 2025Q2: 538,176 shares; 2025Q3: 579,937 shares; 2025Q4: 579,937 shares; 2026Q1: 559,937 shares 559,937 $13.7M 0.43% -20,000 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: 15,040 shares; 2024Q4: 9,643 shares; 2025Q1: 14,773 shares; 2025Q2: 14,642 shares; 2025Q3: 12,817 shares; 2025Q4: 14,514 shares; 2026Q1: 15,797 shares 15,797 $13.4M 0.42% +1,283 Timeline THRO 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: 378,627 shares; 2025Q3: 390,483 shares; 2025Q4: 389,865 shares; 2026Q1: 363,538 shares 363,538 $13.2M 0.41% -26,327 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: 119,007 shares; 2024Q4: 91,337 shares; 2025Q1: 92,974 shares; 2025Q2: 101,642 shares; 2025Q3: 56,108 shares; 2025Q4: 78,407 shares; 2026Q1: 58,917 shares 58,917 $12.4M 0.39% -19,490 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: 18,470 shares; 2024Q4: 27,676 shares; 2025Q1: 17,125 shares; 2025Q2: 45,655 shares; 2025Q3: 26,244 shares; 2025Q4: 35,272 shares; 2026Q1: 24,589 shares 24,589 $12.2M 0.38% -10,683 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: 2,623 shares; 2024Q4: 2,844 shares; 2025Q1: 5,969 shares; 2025Q2: 10,070 shares; 2025Q3: 33,151 shares; 2025Q4: 42,727 shares; 2026Q1: 44,238 shares 44,238 $12M 0.38% +1,511 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,724 shares; 2025Q2: 4,453 shares; 2025Q3: 425 shares; 2025Q4: 26,737 shares; 2026Q1: 29,186 shares 29,186 $11.6M 0.36% +2,449 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: 8,366 shares; 2024Q4: 99,506 shares; 2025Q1: 84,390 shares; 2025Q2: 81,670 shares; 2025Q3: 3,751 shares; 2025Q4: not reported; 2026Q1: 252,056 shares 252,056 $11.6M 0.36% new 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: 67,672 shares; 2024Q4: 30,578 shares; 2025Q1: 38,721 shares; 2025Q2: 73,603 shares; 2025Q3: 35,860 shares; 2025Q4: 61,533 shares; 2026Q1: 67,740 shares 67,740 $11.5M 0.36% +6,207 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: 25,010 shares; 2024Q4: 20,717 shares; 2025Q1: 21,280 shares; 2025Q2: 28,065 shares; 2025Q3: 31,782 shares; 2025Q4: 29,399 shares; 2026Q1: 34,867 shares 34,867 $11.5M 0.36% +5,468 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: 63,076 shares; 2024Q4: 16,322 shares; 2025Q1: 73,141 shares; 2025Q2: 3,466 shares; 2025Q3: 4,503 shares; 2025Q4: 2,636 shares; 2026Q1: 16,085 shares 16,085 $11.2M 0.35% +13,449 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: 25,762 shares; 2024Q4: 24,316 shares; 2025Q1: 26,953 shares; 2025Q2: 25,163 shares; 2025Q3: 28,888 shares; 2025Q4: 25,006 shares; 2026Q1: 36,064 shares 36,064 $11.2M 0.35% +11,058 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: not reported; 2024Q4: 75,871 shares; 2025Q1: 73,401 shares; 2025Q2: 17,676 shares; 2025Q3: 34,445 shares; 2025Q4: 18,243 shares; 2026Q1: 99,347 shares 99,347 $11M 0.35% +81,104 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: 15,812 shares; 2024Q4: 4,408 shares; 2025Q1: 4,274 shares; 2025Q2: 3,911 shares; 2025Q3: 29,579 shares; 2025Q4: 26,796 shares; 2026Q1: 67,832 shares 67,832 $11M 0.34% +41,036 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,590 shares; 2025Q3: 200,121 shares; 2025Q4: 193,211 shares; 2026Q1: 211,579 shares 211,579 $10.6M 0.33% +18,368 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,090 shares; 2024Q4: 698,968 shares; 2025Q1: 697,373 shares; 2025Q2: 658,159 shares; 2025Q3: 716,961 shares; 2025Q4: 739,654 shares; 2026Q1: 794,786 shares 794,786 $10.5M 0.33% +55,132 Timeline IDEF 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: not reported; 2025Q4: not reported; 2026Q1: 315,470 shares 315,470 $10.3M 0.32% new Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,137 shares; 2024Q4: 152,953 shares; 2025Q1: 196,790 shares; 2025Q2: 197,056 shares; 2025Q3: 203,939 shares; 2025Q4: 198,115 shares; 2026Q1: 192,618 shares 192,618 $9.7M 0.3% -5,497 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: 73,947 shares; 2024Q4: 67,651 shares; 2025Q1: 76,562 shares; 2025Q2: 72,624 shares; 2025Q3: 76,756 shares; 2025Q4: 37,069 shares; 2026Q1: 67,123 shares 67,123 $9.7M 0.3% +30,054 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: 12,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 6,554 shares 6,554 $9.65M 0.3% +1,288 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: 24,367 shares; 2024Q4: 24,161 shares; 2025Q1: 24,500 shares; 2025Q2: 20,111 shares; 2025Q3: 29,167 shares; 2025Q4: 26,020 shares; 2026Q1: 31,765 shares 31,765 $9.6M 0.3% +5,745 Timeline BLCR 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: not reported; 2025Q4: not reported; 2026Q1: 230,649 shares 230,649 $9.47M 0.3% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,529 shares; 2024Q4: 39,516 shares; 2025Q1: 90,599 shares; 2025Q2: 50,366 shares; 2025Q3: 55,476 shares; 2025Q4: 2,646 shares; 2026Q1: 40,925 shares 40,925 $9.25M 0.29% +38,279 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: 4,825 shares; 2024Q4: not reported; 2025Q1: 58,226 shares; 2025Q2: not reported; 2025Q3: 47,637 shares; 2025Q4: 25,064 shares; 2026Q1: 80,175 shares 80,175 $9.09M 0.29% +55,111 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: 51,402 shares; 2024Q4: 50,886 shares; 2025Q1: 118,402 shares; 2025Q2: 114,325 shares; 2025Q3: 121,604 shares; 2025Q4: 77,391 shares; 2026Q1: 182,342 shares 182,342 $9M 0.28% +104,951 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: 173,317 shares; 2024Q4: 18,402 shares; 2025Q1: 221,061 shares; 2025Q2: 257,256 shares; 2025Q3: 249,531 shares; 2025Q4: 344,066 shares; 2026Q1: 299,943 shares 299,943 $8.42M 0.26% -44,123 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: 30,822 shares; 2024Q4: 48,295 shares; 2025Q1: 39,679 shares; 2025Q2: 45,375 shares; 2025Q3: 31,849 shares; 2025Q4: 6,104 shares; 2026Q1: 34,167 shares 34,167 $8.28M 0.26% +28,063 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: 16,935 shares; 2024Q4: 17,579 shares; 2025Q1: 20,760 shares; 2025Q2: 49,098 shares; 2025Q3: 25,814 shares; 2025Q4: 40,949 shares; 2026Q1: 36,637 shares 36,637 $7.97M 0.25% -4,312 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: 5,012 shares; 2024Q4: 17,832 shares; 2025Q1: 5,624 shares; 2025Q2: 6,167 shares; 2025Q3: 18,028 shares; 2025Q4: 12,240 shares; 2026Q1: 12,812 shares 12,812 $7.66M 0.24% +572 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: 43,859 shares; 2024Q4: 47,238 shares; 2025Q1: 4,393 shares; 2025Q2: 5,862 shares; 2025Q3: 52,448 shares; 2025Q4: 68,184 shares; 2026Q1: 103,286 shares 103,286 $7.47M 0.23% +35,102 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: 72,994 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 2,824 shares; 2026Q1: 77,238 shares 77,238 $7.17M 0.22% +74,414 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: 8,797 shares; 2024Q4: 8,659 shares; 2025Q1: 8,785 shares; 2025Q2: 8,529 shares; 2025Q3: 7,792 shares; 2025Q4: 8,080 shares; 2026Q1: 30,099 shares 30,099 $7.11M 0.22% +22,019 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: 553,778 shares; 2024Q4: 474,042 shares; 2025Q1: 415,395 shares; 2025Q2: 369,061 shares; 2025Q3: 420,030 shares; 2025Q4: 214,215 shares; 2026Q1: 243,551 shares 243,551 $7.06M 0.22% +29,336 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: 4,956 shares; 2024Q4: 5,173 shares; 2025Q1: 5,051 shares; 2025Q2: 4,318 shares; 2025Q3: 7,243 shares; 2025Q4: 9,328 shares; 2026Q1: 14,003 shares 14,003 $7M 0.22% +4,675 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: 14,135 shares; 2024Q4: 14,616 shares; 2025Q1: 18,374 shares; 2025Q2: 14,745 shares; 2025Q3: 15,165 shares; 2025Q4: 16,595 shares; 2026Q1: 17,685 shares 17,685 $6.9M 0.22% +1,090 Timeline ACWI 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: 48,523 shares; 2024Q4: not reported; 2025Q1: 48,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,978 shares; 2026Q1: 48,597 shares 48,597 $6.72M 0.21% +20,619 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: 70,872 shares; 2024Q4: 52,309 shares; 2025Q1: 57,338 shares; 2025Q2: 57,919 shares; 2025Q3: 63,494 shares; 2025Q4: 83,580 shares; 2026Q1: 92,756 shares 92,756 $6.67M 0.21% +9,176 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 13,327 shares; 2026Q1: 19,420 shares 19,420 $6.38M 0.2% +6,093 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,593 shares 127,593 $6.3M 0.2% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,228 shares; 2024Q4: 316,843 shares; 2025Q1: 718,315 shares; 2025Q2: 321,207 shares; 2025Q3: 30,329 shares; 2025Q4: 28,317 shares; 2026Q1: 105,113 shares 105,113 $5.95M 0.19% +76,796 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,200 shares; 2024Q4: 96,275 shares; 2025Q1: 107,673 shares; 2025Q2: 122,601 shares; 2025Q3: 123,886 shares; 2025Q4: 126,965 shares; 2026Q1: 117,397 shares 117,397 $5.94M 0.19% -9,568 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: 14,572 shares; 2024Q4: 33,612 shares; 2025Q1: 39,290 shares; 2025Q2: 17,527 shares; 2025Q3: 26,360 shares; 2025Q4: 20,409 shares; 2026Q1: 28,205 shares 28,205 $5.61M 0.18% +7,796 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: 22,995 shares; 2024Q4: 22,604 shares; 2025Q1: 23,201 shares; 2025Q2: 22,982 shares; 2025Q3: 43,142 shares; 2025Q4: 70,009 shares; 2026Q1: 74,675 shares 74,675 $5.46M 0.17% +4,666 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: 50,670 shares; 2024Q4: 49,669 shares; 2025Q1: 20,584 shares; 2025Q2: 22,566 shares; 2025Q3: 36,546 shares; 2025Q4: 38,326 shares; 2026Q1: 43,449 shares 43,449 $5.41M 0.17% +5,123 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: 61,811 shares; 2024Q4: 56,190 shares; 2025Q1: 59,691 shares; 2025Q2: 52,628 shares; 2025Q3: 58,211 shares; 2025Q4: 112,549 shares; 2026Q1: 107,240 shares 107,240 $5.23M 0.16% -5,309 Timeline SYSB 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: 43,912 shares; 2026Q1: 56,785 shares 56,785 $5.05M 0.16% +12,873 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: 25,762 shares; 2024Q4: 23,308 shares; 2025Q1: 29,596 shares; 2025Q2: 17,945 shares; 2025Q3: 40,207 shares; 2025Q4: 24,987 shares; 2026Q1: 11,587 shares 11,587 $5.01M 0.16% -13,400 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: 4,457 shares; 2024Q4: 2,689 shares; 2025Q1: 2,750 shares; 2025Q2: 7,825 shares; 2025Q3: 2,840 shares; 2025Q4: 4,521 shares; 2026Q1: 7,075 shares 7,075 $4.83M 0.15% +2,554 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: 12,034 shares; 2024Q4: 6,809 shares; 2025Q1: 31,062 shares; 2025Q2: 34,768 shares; 2025Q3: 35,443 shares; 2025Q4: 24,589 shares; 2026Q1: 19,046 shares 19,046 $4.77M 0.15% -5,543 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: 9,911 shares; 2024Q4: 15,732 shares; 2025Q1: 10,944 shares; 2025Q2: 50,266 shares; 2025Q3: 78,997 shares; 2025Q4: 115,261 shares; 2026Q1: 72,263 shares 72,263 $4.63M 0.15% -42,998 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: 2,620 shares; 2024Q4: 4,831 shares; 2025Q1: 5,059 shares; 2025Q2: 3,446 shares; 2025Q3: 18,874 shares; 2025Q4: 11,056 shares; 2026Q1: 10,536 shares 10,536 $4.6M 0.14% -520 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: not reported; 2024Q4: 7,057 shares; 2025Q1: 5,597 shares; 2025Q2: 4,085 shares; 2025Q3: 5,568 shares; 2025Q4: 11,203 shares; 2026Q1: 50,663 shares 50,663 $4.59M 0.14% +39,460 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,055 shares; 2026Q1: 54,431 shares 54,431 $4.56M 0.14% -3,624 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,165 shares; 2025Q1: 112,631 shares; 2025Q2: 76,911 shares; 2025Q3: 124,157 shares; 2025Q4: 131,656 shares; 2026Q1: 49,904 shares 49,904 $4.4M 0.14% -81,752 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: 34,247 shares; 2024Q4: 35,032 shares; 2025Q1: 34,986 shares; 2025Q2: 35,406 shares; 2025Q3: 35,674 shares; 2025Q4: 41,815 shares; 2026Q1: 36,987 shares 36,987 $4.25M 0.13% -4,828 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: 17,731 shares; 2024Q4: 16,976 shares; 2025Q1: 21,662 shares; 2025Q2: 6,440 shares; 2025Q3: 7,141 shares; 2025Q4: 7,096 shares; 2026Q1: 22,436 shares 22,436 $4.19M 0.13% +15,340 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 11,706 shares; 2025Q3: 24,255 shares; 2025Q4: 29,322 shares; 2026Q1: 37,127 shares 37,127 $4.16M 0.13% +7,805 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,457 shares; 2025Q1: 2,484 shares; 2025Q2: 2,086 shares; 2025Q3: 6,084 shares; 2025Q4: 8,074 shares; 2026Q1: 9,782 shares 9,782 $4.16M 0.13% +1,708 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: 12,682 shares; 2024Q4: 79,872 shares; 2025Q1: 4,010 shares; 2025Q2: 4,208 shares; 2025Q3: 29,394 shares; 2025Q4: 50,752 shares; 2026Q1: 41,755 shares 41,755 $4.15M 0.13% -8,997 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY 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: 191,103 shares 191,103 $4.11M 0.13% new 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: 7,323 shares; 2024Q4: 6,195 shares; 2025Q1: 9,265 shares; 2025Q2: 40,171 shares; 2025Q3: 52,927 shares; 2025Q4: 40,304 shares; 2026Q1: 51,328 shares 51,328 $4.09M 0.13% +11,024 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 1,857 shares; 2025Q1: 21,562 shares; 2025Q2: 21,049 shares; 2025Q3: 20,246 shares; 2025Q4: 24,007 shares; 2026Q1: 26,263 shares 26,263 $4.08M 0.13% +2,256 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: 3,030 shares; 2024Q4: 1,962 shares; 2025Q1: 2,890 shares; 2025Q2: 8,735 shares; 2025Q3: 10,480 shares; 2025Q4: 11,762 shares; 2026Q1: 14,334 shares 14,334 $4.07M 0.13% +2,572 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 164,463 shares; 2026Q1: 169,427 shares 169,427 $4.04M 0.13% +4,964 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: 5,713 shares; 2024Q4: 5,571 shares; 2025Q1: 5,261 shares; 2025Q2: 5,958 shares; 2025Q3: 6,190 shares; 2025Q4: 4,333 shares; 2026Q1: 4,345 shares 4,345 $4M 0.13% +12 Timeline AOA 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: 38,553 shares; 2024Q4: 40,794 shares; 2025Q1: 40,766 shares; 2025Q2: 41,538 shares; 2025Q3: 43,679 shares; 2025Q4: 42,774 shares; 2026Q1: 44,938 shares 44,938 $3.98M 0.12% +2,164 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: 27,518 shares; 2024Q4: 17,152 shares; 2025Q1: 42,378 shares; 2025Q2: 33,475 shares; 2025Q3: 42,366 shares; 2025Q4: 39,146 shares; 2026Q1: 55,998 shares 55,998 $3.96M 0.12% +16,852 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: 57,207 shares; 2024Q4: 70,909 shares; 2025Q1: 79,378 shares; 2025Q2: 81,301 shares; 2025Q3: 88,134 shares; 2025Q4: 73,201 shares; 2026Q1: 74,881 shares 74,881 $3.94M 0.12% +1,680 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,630 shares; 2026Q1: 61,254 shares 61,254 $3.9M 0.12% +624 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,709 shares; 2025Q3: 37,621 shares; 2025Q4: 37,663 shares; 2026Q1: 35,947 shares 35,947 $3.89M 0.12% -1,716 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,072 shares; 2025Q1: not reported; 2025Q2: 74,422 shares; 2025Q3: not reported; 2025Q4: 35,473 shares; 2026Q1: 29,321 shares 29,321 $3.84M 0.12% -6,152 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: 13,972 shares; 2024Q4: 14,121 shares; 2025Q1: 15,764 shares; 2025Q2: 15,407 shares; 2025Q3: 17,243 shares; 2025Q4: 14,078 shares; 2026Q1: 39,682 shares 39,682 $3.82M 0.12% +25,604 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,146 shares 33,146 $3.75M 0.12% new 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: 46,945 shares; 2024Q4: 36,811 shares; 2025Q1: 17,086 shares; 2025Q2: 79,240 shares; 2025Q3: 41,914 shares; 2025Q4: 32,207 shares; 2026Q1: 40,971 shares 40,971 $3.73M 0.12% +8,764 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: 25,736 shares; 2024Q4: 16,041 shares; 2025Q1: 12,692 shares; 2025Q2: 24,639 shares; 2025Q3: 21,628 shares; 2025Q4: 14,255 shares; 2026Q1: 15,265 shares 15,265 $3.73M 0.12% +1,010 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: 6,860 shares; 2025Q1: 23,957 shares; 2025Q2: 26,568 shares; 2025Q3: 1,885 shares; 2025Q4: 35,065 shares; 2026Q1: 13,776 shares 13,776 $3.73M 0.12% -21,289 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: 6,058 shares; 2025Q2: 10,051 shares; 2025Q3: not reported; 2025Q4: 18,439 shares; 2026Q1: 27,015 shares 27,015 $3.71M 0.12% +8,576 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,632 shares 42,632 $3.69M 0.12% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,511 shares; 2025Q4: 51,383 shares; 2026Q1: 54,274 shares 54,274 $3.69M 0.12% +2,891 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,954 shares 62,954 $3.68M 0.12% 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: 1,569 shares; 2024Q4: 1,671 shares; 2025Q1: 1,663 shares; 2025Q2: 4,936 shares; 2025Q3: 5,689 shares; 2025Q4: 1,042 shares; 2026Q1: 4,210 shares 4,210 $3.68M 0.12% +3,168 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 8,273 shares; 2025Q3: 9,436 shares; 2025Q4: 7,615 shares; 2026Q1: 6,716 shares 6,716 $3.66M 0.11% -899 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 20,880 shares; 2025Q4: 19,333 shares; 2026Q1: 26,069 shares 26,069 $3.63M 0.11% +6,736 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,705 shares 30,705 $3.62M 0.11% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,769 shares; 2024Q4: 20,307 shares; 2025Q1: 26,135 shares; 2025Q2: 42,907 shares; 2025Q3: 30,335 shares; 2025Q4: not reported; 2026Q1: 308,943 shares 308,943 $3.57M 0.11% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,064 shares; 2025Q3: 42,311 shares; 2025Q4: 54,667 shares; 2026Q1: 52,609 shares 52,609 $3.49M 0.11% -2,058 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 7,494 shares; 2025Q1: 29,249 shares; 2025Q2: 31,466 shares; 2025Q3: 32,671 shares; 2025Q4: 32,657 shares; 2026Q1: 49,839 shares 49,839 $3.45M 0.11% +17,182 Timeline PYLD 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: not reported; 2024Q4: 11,570 shares; 2025Q1: 12,349 shares; 2025Q2: 12,196 shares; 2025Q3: 15,918 shares; 2025Q4: 20,956 shares; 2026Q1: 128,411 shares 128,411 $3.36M 0.11% +107,455 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: 14,975 shares; 2024Q4: 16,671 shares; 2025Q1: 10,676 shares; 2025Q2: 6,825 shares; 2025Q3: 8,808 shares; 2025Q4: 10,472 shares; 2026Q1: 22,522 shares 22,522 $3.31M 0.1% +12,050 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: 57,338 shares; 2024Q4: 21,345 shares; 2025Q1: 61,117 shares; 2025Q2: 24,667 shares; 2025Q3: 53,121 shares; 2025Q4: 20,840 shares; 2026Q1: 20,072 shares 20,072 $3.3M 0.1% -768 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: 7,664 shares; 2024Q4: 9,749 shares; 2025Q1: 10,265 shares; 2025Q2: 4,115 shares; 2025Q3: 7,213 shares; 2025Q4: 8,346 shares; 2026Q1: 9,701 shares 9,701 $3.29M 0.1% +1,355 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: 6,207 shares; 2024Q4: 12,923 shares; 2025Q1: 14,183 shares; 2025Q2: 10,890 shares; 2025Q3: 15,010 shares; 2025Q4: 18,233 shares; 2026Q1: 20,481 shares 20,481 $3.28M 0.1% +2,248 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,995 shares; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,992 shares 18,992 $3.28M 0.1% new 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: 2,379 shares; 2024Q4: 2,094 shares; 2025Q1: 2,162 shares; 2025Q2: 2,287 shares; 2025Q3: 1,694 shares; 2025Q4: 1,620 shares; 2026Q1: 12,982 shares 12,982 $3.15M 0.1% +11,362 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 23,987 shares; 2025Q3: 2,340 shares; 2025Q4: 2,424 shares; 2026Q1: 26,268 shares 26,268 $3.12M 0.1% +23,844 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: 1,605 shares; 2025Q1: 2,500 shares; 2025Q2: 3,275 shares; 2025Q3: 3,342 shares; 2025Q4: 2,559 shares; 2026Q1: 2,212 shares 2,212 $3.05M 0.1% -347 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: 3,665 shares; 2024Q4: 2,756 shares; 2025Q1: 2,771 shares; 2025Q2: 2,864 shares; 2025Q3: 3,852 shares; 2025Q4: 4,258 shares; 2026Q1: 3,518 shares 3,518 $3.05M 0.1% -740 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: 26,650 shares; 2025Q4: 25,572 shares; 2026Q1: 28,004 shares 28,004 $3.04M 0.1% +2,432 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: 26,113 shares; 2024Q4: 25,510 shares; 2025Q1: 26,115 shares; 2025Q2: 26,115 shares; 2025Q3: 26,115 shares; 2025Q4: 52,229 shares; 2026Q1: 49,020 shares 49,020 $2.99M 0.09% -3,209 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: 5,860 shares; 2024Q4: 6,603 shares; 2025Q1: 6,114 shares; 2025Q2: 5,989 shares; 2025Q3: 14,155 shares; 2025Q4: 5,358 shares; 2026Q1: 15,559 shares 15,559 $2.99M 0.09% +10,201 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: 4,004 shares; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 1,633 shares; 2025Q4: 19,912 shares; 2026Q1: 16,529 shares 16,529 $2.98M 0.09% -3,383 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: not reported; 2025Q1: not reported; 2025Q2: 30,368 shares; 2025Q3: 30,353 shares; 2025Q4: 71,575 shares; 2026Q1: 71,575 shares 71,575 $2.98M 0.09% 0 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: 26,068 shares; 2024Q4: 18,728 shares; 2025Q1: 28,822 shares; 2025Q2: 17,046 shares; 2025Q3: 30,513 shares; 2025Q4: 21,766 shares; 2026Q1: 33,188 shares 33,188 $2.97M 0.09% +11,422 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: 5,590 shares; 2024Q4: 5,140 shares; 2025Q1: 6,279 shares; 2025Q2: not reported; 2025Q3: 55,941 shares; 2025Q4: 40,236 shares; 2026Q1: 39,554 shares 39,554 $2.95M 0.09% -682 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 250,000 shares; 2026Q1: 200,000 shares 200,000 $2.94M 0.09% -50,000 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: not reported; 2024Q4: not reported; 2025Q1: 31,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,596 shares; 2026Q1: 20,705 shares 20,705 $2.92M 0.09% +6,109 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 13,540 shares; 2025Q4: not reported; 2026Q1: 16,777 shares 16,777 $2.89M 0.09% new 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: 8,364 shares; 2024Q4: 7,664 shares; 2025Q1: 3,304 shares; 2025Q2: 3,114 shares; 2025Q3: 3,676 shares; 2025Q4: 10,982 shares; 2026Q1: 6,638 shares 6,638 $2.86M 0.09% -4,344 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,530 shares; 2026Q1: 26,671 shares 26,671 $2.85M 0.09% +10,141 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: 29,665 shares; 2024Q4: 30,493 shares; 2025Q1: 30,748 shares; 2025Q2: 29,166 shares; 2025Q3: 26,824 shares; 2025Q4: 33,478 shares; 2026Q1: 26,752 shares 26,752 $2.84M 0.09% -6,726 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: 185,911 shares; 2024Q4: 162,559 shares; 2025Q1: 49,157 shares; 2025Q2: 171,471 shares; 2025Q3: 155,987 shares; 2025Q4: 51,073 shares; 2026Q1: 41,919 shares 41,919 $2.81M 0.09% -9,154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,216 shares; 2025Q4: 8,216 shares; 2026Q1: 7,825 shares 7,825 $2.8M 0.09% -391 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: 619 shares; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 749 shares; 2025Q3: 849 shares; 2025Q4: 6,068 shares; 2026Q1: 10,466 shares 10,466 $2.79M 0.09% +4,398 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: not reported; 2025Q4: 12,968 shares; 2026Q1: 13,724 shares 13,724 $2.79M 0.09% +756 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,475 shares; 2025Q4: 59,757 shares; 2026Q1: 59,626 shares 59,626 $2.78M 0.09% -131 Timeline PFM 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: 17,283 shares; 2024Q4: 56,947 shares; 2025Q1: 152,414 shares; 2025Q2: 17,283 shares; 2025Q3: not reported; 2025Q4: 9,026 shares; 2026Q1: 53,914 shares 53,914 $2.75M 0.09% +44,888 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,323 shares; 2024Q4: 109,092 shares; 2025Q1: 26,364 shares; 2025Q2: 25,054 shares; 2025Q3: 44,528 shares; 2025Q4: 60,661 shares; 2026Q1: 100,701 shares 100,701 $2.75M 0.09% +40,040 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 15,937 shares; 2025Q1: 35,191 shares; 2025Q2: 46,697 shares; 2025Q3: 15,944 shares; 2025Q4: 23,004 shares; 2026Q1: 35,679 shares 35,679 $2.68M 0.08% +12,675 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,628 shares; 2025Q3: 22,041 shares; 2025Q4: not reported; 2026Q1: 19,436 shares 19,436 $2.67M 0.08% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,250 shares 25,250 $2.66M 0.08% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,537 shares; 2025Q1: 15,990 shares; 2025Q2: 17,731 shares; 2025Q3: 14,245 shares; 2025Q4: 10,118 shares; 2026Q1: 9,448 shares 9,448 $2.66M 0.08% -670 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: 1,160 shares; 2024Q4: 1,455 shares; 2025Q1: 2,076 shares; 2025Q2: 2,842 shares; 2025Q3: 3,327 shares; 2025Q4: 3,433 shares; 2026Q1: 3,598 shares 3,598 $2.66M 0.08% +165 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,573 shares; 2025Q1: 9,168 shares; 2025Q2: 10,602 shares; 2025Q3: 11,903 shares; 2025Q4: 11,720 shares; 2026Q1: 11,459 shares 11,459 $2.64M 0.08% -261 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 2,323 shares; 2025Q1: 1,135 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,230 shares 13,230 $2.62M 0.08% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,755 shares; 2025Q1: 5,599 shares; 2025Q2: 7,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares 6,579 $2.59M 0.08% new Timeline CMF 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: 56,931 shares; 2024Q4: 56,579 shares; 2025Q1: 55,455 shares; 2025Q2: 59,865 shares; 2025Q3: 47,517 shares; 2025Q4: 45,660 shares; 2026Q1: 45,150 shares 45,150 $2.57M 0.08% -510 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 17,961 shares; 2025Q4: 18,885 shares; 2026Q1: 17,818 shares 17,818 $2.55M 0.08% -1,067 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: 14,160 shares; 2024Q4: not reported; 2025Q1: 13,381 shares; 2025Q2: not reported; 2025Q3: 3,889 shares; 2025Q4: 11,025 shares; 2026Q1: 6,489 shares 6,489 $2.55M 0.08% -4,536 Timeline VLUE 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: 12,971 shares; 2026Q1: 17,556 shares 17,556 $2.5M 0.08% +4,585 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,847 shares; 2024Q4: 15,307 shares; 2025Q1: 15,211 shares; 2025Q2: 9,267 shares; 2025Q3: 13,292 shares; 2025Q4: 11,885 shares; 2026Q1: 13,417 shares 13,417 $2.46M 0.08% +1,532 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 24,999 shares 24,999 $2.43M 0.08% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 6,087 shares; 2025Q1: 11,020 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 11,079 shares; 2026Q1: 12,248 shares 12,248 $2.42M 0.08% +1,169 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,255 shares; 2025Q4: 17,898 shares; 2026Q1: 18,990 shares 18,990 $2.4M 0.08% +1,092 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: 73,619 shares; 2024Q4: 20,918 shares; 2025Q1: 9,868 shares; 2025Q2: 6,727 shares; 2025Q3: 18,500 shares; 2025Q4: 12,086 shares; 2026Q1: 12,067 shares 12,067 $2.37M 0.07% -19 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,005 shares; 2025Q4: 18,002 shares; 2026Q1: 24,002 shares 24,002 $2.37M 0.07% +6,000 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,311 shares; 2024Q4: 59,862 shares; 2025Q1: 59,121 shares; 2025Q2: 61,110 shares; 2025Q3: 48,809 shares; 2025Q4: 47,870 shares; 2026Q1: 47,246 shares 47,246 $2.36M 0.07% -624 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: 11,587 shares; 2024Q4: 9,054 shares; 2025Q1: 8,507 shares; 2025Q2: 7,995 shares; 2025Q3: 8,171 shares; 2025Q4: 7,335 shares; 2026Q1: 5,926 shares 5,926 $2.27M 0.07% -1,409 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: 74,145 shares 74,145 $2.26M 0.07% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,682 shares 16,682 $2.26M 0.07% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,049 shares; 2024Q4: 26,946 shares; 2025Q1: 27,850 shares; 2025Q2: 26,480 shares; 2025Q3: 21,615 shares; 2025Q4: 21,274 shares; 2026Q1: 21,046 shares 21,046 $2.24M 0.07% -228 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,534 shares; 2026Q1: 6,502 shares 6,502 $2.2M 0.07% -32 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: 12,449 shares; 2024Q4: 16,512 shares; 2025Q1: 23,531 shares; 2025Q2: 28,483 shares; 2025Q3: 29,087 shares; 2025Q4: 38,050 shares; 2026Q1: 57,040 shares 57,040 $2.19M 0.07% +18,990 Timeline PZA 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: 116,962 shares; 2024Q4: 117,616 shares; 2025Q1: 115,568 shares; 2025Q2: 123,104 shares; 2025Q3: 97,444 shares; 2025Q4: 95,245 shares; 2026Q1: 93,855 shares 93,855 $2.16M 0.07% -1,390 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,640 shares; 2025Q4: 36,501 shares; 2026Q1: 35,754 shares 35,754 $2.15M 0.07% -747 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: 6,512 shares; 2024Q4: 5,807 shares; 2025Q1: 5,814 shares; 2025Q2: 6,085 shares; 2025Q3: 6,555 shares; 2025Q4: 7,365 shares; 2026Q1: 5,995 shares 5,995 $2.14M 0.07% -1,370 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: 11,832 shares; 2024Q4: 14,442 shares; 2025Q1: 14,197 shares; 2025Q2: 12,568 shares; 2025Q3: 12,895 shares; 2025Q4: 19,002 shares; 2026Q1: 19,216 shares 19,216 $2.09M 0.07% +214 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: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,082 shares; 2025Q2: 10,184 shares; 2025Q3: 10,082 shares; 2025Q4: 10,017 shares; 2026Q1: 10,024 shares 10,024 $2.07M 0.06% +7 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: 72,038 shares; 2024Q4: 71,757 shares; 2025Q1: 65,746 shares; 2025Q2: 32,528 shares; 2025Q3: 34,315 shares; 2025Q4: 8,246 shares; 2026Q1: 12,325 shares 12,325 $2.06M 0.06% +4,079 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 28,490 shares; 2025Q4: 28,248 shares; 2026Q1: 28,278 shares 28,278 $2.05M 0.06% +30 Timeline PWZ 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: 116,748 shares; 2024Q4: 86,803 shares; 2025Q1: 112,689 shares; 2025Q2: 120,397 shares; 2025Q3: 92,807 shares; 2025Q4: 86,874 shares; 2026Q1: 85,605 shares 85,605 $2.04M 0.06% -1,269 Timeline SHM 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: 56,827 shares; 2024Q4: 56,529 shares; 2025Q1: 54,694 shares; 2025Q2: 55,541 shares; 2025Q3: 44,613 shares; 2025Q4: 43,048 shares; 2026Q1: 42,498 shares 42,498 $2.03M 0.06% -550 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: 26,660 shares; 2025Q1: 32,625 shares; 2025Q2: 40,404 shares; 2025Q3: 29,221 shares; 2025Q4: 29,928 shares; 2026Q1: 16,380 shares 16,380 $2.01M 0.06% -13,548 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 2,215 shares; 2025Q3: 3,734 shares; 2025Q4: 3,601 shares; 2026Q1: 4,114 shares 4,114 $1.99M 0.06% +513 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,004 shares 39,004 $1.99M 0.06% new 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: 38,538 shares; 2024Q4: 60,688 shares; 2025Q1: 14,965 shares; 2025Q2: 12,341 shares; 2025Q3: 14,898 shares; 2025Q4: 12,578 shares; 2026Q1: 13,525 shares 13,525 $1.98M 0.06% +947 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,375 shares 39,375 $1.97M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,947 shares 38,947 $1.94M 0.06% new Timeline CGMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,445 shares 70,445 $1.91M 0.06% new 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: 3,437 shares; 2024Q4: 10,890 shares; 2025Q1: 11,502 shares; 2025Q2: 11,901 shares; 2025Q3: 11,849 shares; 2025Q4: 13,672 shares; 2026Q1: 11,000 shares 11,000 $1.81M 0.06% -2,672 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,415 shares; 2025Q2: 21,842 shares; 2025Q3: 26,016 shares; 2025Q4: 74,909 shares; 2026Q1: 71,391 shares 71,391 $1.79M 0.06% -3,518 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: 36,443 shares; 2024Q4: 41,858 shares; 2025Q1: 42,502 shares; 2025Q2: 41,813 shares; 2025Q3: 47,377 shares; 2025Q4: 33,018 shares; 2026Q1: 31,249 shares 31,249 $1.77M 0.06% -1,769 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: 4,861 shares; 2024Q4: 5,476 shares; 2025Q1: 5,510 shares; 2025Q2: 23,689 shares; 2025Q3: 5,535 shares; 2025Q4: 7,839 shares; 2026Q1: 9,158 shares 9,158 $1.77M 0.06% +1,319 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: not reported; 2024Q4: 180,089 shares; 2025Q1: 173,664 shares; 2025Q2: 91,354 shares; 2025Q3: not reported; 2025Q4: 36,357 shares; 2026Q1: 26,709 shares 26,709 $1.62M 0.05% -9,648 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: 9,128 shares; 2024Q4: 8,864 shares; 2025Q1: 8,996 shares; 2025Q2: 9,122 shares; 2025Q3: 12,996 shares; 2025Q4: 12,778 shares; 2026Q1: 6,858 shares 6,858 $1.58M 0.05% -5,920 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,005 shares; 2026Q1: 26,007 shares 26,007 $1.55M 0.05% +12,002 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,104 shares; 2024Q4: 247,732 shares; 2025Q1: 60,837 shares; 2025Q2: 60,837 shares; 2025Q3: 61,753 shares; 2025Q4: 64,274 shares; 2026Q1: 62,071 shares 62,071 $1.54M 0.05% -2,203 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares 2,367 $1.5M 0.05% new 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: 6,055 shares; 2024Q4: 11,160 shares; 2025Q1: 8,489 shares; 2025Q2: 3,358 shares; 2025Q3: 8,053 shares; 2025Q4: 2,105 shares; 2026Q1: 2,651 shares 2,651 $1.5M 0.05% +546 Timeline FRDM 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: 27,701 shares; 2025Q4: 27,662 shares; 2026Q1: 27,272 shares 27,272 $1.5M 0.05% -390 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,163 shares 63,163 $1.48M 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,155 shares; 2025Q3: 2,130 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $1.47M 0.05% 0 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.05% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,120 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares 25,100 $1.4M 0.04% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 1,843 shares; 2025Q3: 1,864 shares; 2025Q4: 1,109 shares; 2026Q1: 1,649 shares 1,649 $1.4M 0.04% +540 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,540 shares 50,540 $1.4M 0.04% new Timeline IGHG 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: not reported; 2025Q2: not reported; 2025Q3: 20,958 shares; 2025Q4: 20,128 shares; 2026Q1: 17,902 shares 17,902 $1.39M 0.04% -2,226 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: 15,459 shares; 2024Q4: 16,164 shares; 2025Q1: 17,720 shares; 2025Q2: 14,887 shares; 2025Q3: 15,788 shares; 2025Q4: 26,282 shares; 2026Q1: 22,645 shares 22,645 $1.39M 0.04% -3,637 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 2,087 shares; 2025Q1: 5,266 shares; 2025Q2: 2,366 shares; 2025Q3: 6,042 shares; 2025Q4: 3,926 shares; 2026Q1: 7,871 shares 7,871 $1.37M 0.04% +3,945 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: 337 shares; 2025Q1: 2,151 shares; 2025Q2: 1,334 shares; 2025Q3: 1,384 shares; 2025Q4: 8,070 shares; 2026Q1: 12,875 shares 12,875 $1.35M 0.04% +4,805 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: 31,769 shares; 2024Q4: 4,580 shares; 2025Q1: 45,627 shares; 2025Q2: 12,701 shares; 2025Q3: 51,288 shares; 2025Q4: 15,821 shares; 2026Q1: 13,530 shares 13,530 $1.33M 0.04% -2,291 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 9,911 shares; 2025Q4: 60,357 shares; 2026Q1: 22,524 shares 22,524 $1.33M 0.04% -37,833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,371 shares; 2025Q4: 16,958 shares; 2026Q1: 16,875 shares 16,875 $1.32M 0.04% -83 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 13,092 shares 13,092 $1.28M 0.04% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 223 shares; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 733 shares 733 $1.27M 0.04% +243 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: not reported; 2024Q4: 1,453 shares; 2025Q1: 1,063 shares; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 4,890 shares; 2026Q1: 4,796 shares 4,796 $1.26M 0.04% -94 Timeline RSBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,256 shares; 2026Q1: 67,486 shares 67,486 $1.25M 0.04% +31,230 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,354 shares; 2025Q2: 18,349 shares; 2025Q3: 25,947 shares; 2025Q4: 56,800 shares; 2026Q1: 53,284 shares 53,284 $1.25M 0.04% -3,516 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 13,374 shares; 2025Q1: 24,463 shares; 2025Q2: 25,897 shares; 2025Q3: 8,417 shares; 2025Q4: 26,445 shares; 2026Q1: 4,252 shares 4,252 $1.24M 0.04% -22,193 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: 8,396 shares; 2024Q4: 8,426 shares; 2025Q1: 8,201 shares; 2025Q2: 3,712 shares; 2025Q3: 1,980 shares; 2025Q4: 899 shares; 2026Q1: 2,051 shares 2,051 $1.24M 0.04% +1,152 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: 37,889 shares; 2024Q4: 41,331 shares; 2025Q1: 53,346 shares; 2025Q2: 54,072 shares; 2025Q3: 54,569 shares; 2025Q4: 55,604 shares; 2026Q1: 12,977 shares 12,977 $1.22M 0.04% -42,627 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: 3,877 shares; 2024Q4: 4,391 shares; 2025Q1: 6,390 shares; 2025Q2: 8,472 shares; 2025Q3: 871 shares; 2025Q4: 1,778 shares; 2026Q1: 920 shares 920 $1.22M 0.04% -858 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: 21,437 shares; 2024Q4: 20,617 shares; 2025Q1: 36,680 shares; 2025Q2: 40,396 shares; 2025Q3: 42,322 shares; 2025Q4: 33,875 shares; 2026Q1: 23,688 shares 23,688 $1.2M 0.04% -10,187 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,835 shares; 2026Q1: 4,159 shares 4,159 $1.19M 0.04% +324 Timeline ICVT 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: 18,473 shares; 2024Q4: 27,439 shares; 2025Q1: 31,270 shares; 2025Q2: 18,099 shares; 2025Q3: 19,804 shares; 2025Q4: 27,431 shares; 2026Q1: 11,716 shares 11,716 $1.19M 0.04% -15,715 Timeline LTPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,526 shares; 2026Q1: 23,230 shares 23,230 $1.19M 0.04% +15,704 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,444 shares; 2025Q1: 16,158 shares; 2025Q2: 8,174 shares; 2025Q3: 4,174 shares; 2025Q4: 2,449 shares; 2026Q1: 12,837 shares 12,837 $1.18M 0.04% +10,388 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,390 shares; 2026Q1: 62,476 shares 62,476 $1.18M 0.04% +30,086 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,785 shares; 2024Q4: 7,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,884 shares; 2025Q4: 4,885 shares; 2026Q1: 4,990 shares 4,990 $1.16M 0.04% +105 Timeline GDE 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: 8,557 shares; 2026Q1: 18,367 shares 18,367 $1.16M 0.04% +9,810 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,627 shares; 2024Q4: 12,328 shares; 2025Q1: 12,227 shares; 2025Q2: 12,290 shares; 2025Q3: 13,546 shares; 2025Q4: 13,527 shares; 2026Q1: 13,669 shares 13,669 $1.15M 0.04% +142 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,564 shares; 2025Q1: 1,696 shares; 2025Q2: 1,734 shares; 2025Q3: 1,639 shares; 2025Q4: 889 shares; 2026Q1: 1,871 shares 1,871 $1.13M 0.04% +982 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 4,485 shares; 2025Q1: 2,757 shares; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 13,848 shares; 2026Q1: 13,624 shares 13,624 $1.12M 0.04% -224 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,898 shares; 2025Q4: 22,491 shares; 2026Q1: 22,757 shares 22,757 $1.09M 0.03% +266 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 37,445 shares; 2025Q1: 30,948 shares; 2025Q2: 24,262 shares; 2025Q3: 17,710 shares; 2025Q4: 18,708 shares; 2026Q1: 15,173 shares 15,173 $1.07M 0.03% -3,535 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,478 shares; 2024Q4: 20,628 shares; 2025Q1: 17,228 shares; 2025Q2: 17,540 shares; 2025Q3: 18,510 shares; 2025Q4: 18,028 shares; 2026Q1: 21,341 shares 21,341 $1.07M 0.03% +3,313 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 7,914 shares; 2025Q1: 6,106 shares; 2025Q2: 5,977 shares; 2025Q3: 6,435 shares; 2025Q4: 6,189 shares; 2026Q1: 6,212 shares 6,212 $1.05M 0.03% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,604 shares 11,604 $1.05M 0.03% new 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: 5,140 shares; 2024Q4: 5,070 shares; 2025Q1: 5,597 shares; 2025Q2: 13,272 shares; 2025Q3: 13,345 shares; 2025Q4: 18,064 shares; 2026Q1: 19,856 shares 19,856 $1.05M 0.03% +1,792 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: 6,382 shares; 2024Q4: 6,522 shares; 2025Q1: 8,002 shares; 2025Q2: 7,556 shares; 2025Q3: 14,419 shares; 2025Q4: 14,567 shares; 2026Q1: 20,526 shares 20,526 $1.05M 0.03% +5,959 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: 377 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares 1,687 $1.04M 0.03% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 5,166 shares; 2025Q1: 8,347 shares; 2025Q2: 6,557 shares; 2025Q3: 8,483 shares; 2025Q4: 12,757 shares; 2026Q1: 18,276 shares 18,276 $1.03M 0.03% +5,519 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 16,321 shares 16,321 $1.01M 0.03% new 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: 7,318 shares; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 6,433 shares; 2025Q3: 6,808 shares; 2025Q4: 24,230 shares; 2026Q1: 14,660 shares 14,660 $999K 0.03% -9,570 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,625 shares; 2025Q1: 3,640 shares; 2025Q2: 3,062 shares; 2025Q3: 22,215 shares; 2025Q4: 2,909 shares; 2026Q1: 3,230 shares 3,230 $977K 0.03% +321 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,183 shares; 2024Q4: 6,021 shares; 2025Q1: 8,861 shares; 2025Q2: 8,543 shares; 2025Q3: 8,937 shares; 2025Q4: 12,032 shares; 2026Q1: 20,479 shares 20,479 $974K 0.03% +8,447 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: 38,223 shares; 2024Q4: 6,411 shares; 2025Q1: 25,667 shares; 2025Q2: 101,731 shares; 2025Q3: 95,408 shares; 2025Q4: 14,511 shares; 2026Q1: 17,873 shares 17,873 $951K 0.03% +3,362 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: 2,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 1,085 shares; 2025Q4: 793 shares; 2026Q1: 3,404 shares 3,404 $951K 0.03% +2,611 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,795 shares; 2025Q2: 55,795 shares; 2025Q3: 55,695 shares; 2025Q4: 55,695 shares; 2026Q1: 48,462 shares 48,462 $949K 0.03% -7,233 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,201 shares; 2025Q2: 2,753 shares; 2025Q3: 2,253 shares; 2025Q4: 3,045 shares; 2026Q1: 10,516 shares 10,516 $948K 0.03% +7,471 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 11,500 shares; 2025Q1: 24,787 shares; 2025Q2: 24,079 shares; 2025Q3: 5,143 shares; 2025Q4: 10,189 shares; 2026Q1: 20,769 shares 20,769 $941K 0.03% +10,580 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: 15,739 shares; 2024Q4: 16,763 shares; 2025Q1: 19,003 shares; 2025Q2: 16,800 shares; 2025Q3: 17,397 shares; 2025Q4: 15,877 shares; 2026Q1: 9,326 shares 9,326 $938K 0.03% -6,551 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,403 shares 20,403 $935K 0.03% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,348 shares; 2025Q1: 7,070 shares; 2025Q2: 1,347 shares; 2025Q3: 4,553 shares; 2025Q4: 3,564 shares; 2026Q1: 6,553 shares 6,553 $934K 0.03% +2,989 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,212 shares; 2024Q4: 7,242 shares; 2025Q1: 7,328 shares; 2025Q2: 6,682 shares; 2025Q3: 18,298 shares; 2025Q4: 20,868 shares; 2026Q1: 19,537 shares 19,537 $928K 0.03% -1,331 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,579 shares; 2026Q1: 6,167 shares 6,167 $926K 0.03% +2,588 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: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 17,760 shares; 2026Q1: 17,760 shares 17,760 $921K 0.03% 0 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: 9,799 shares; 2024Q4: 9,800 shares; 2025Q1: 11,824 shares; 2025Q2: 10,994 shares; 2025Q3: 10,995 shares; 2025Q4: 10,846 shares; 2026Q1: 10,776 shares 10,776 $915K 0.03% -70 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,058 shares; 2025Q1: 2,058 shares; 2025Q2: 3,806 shares; 2025Q3: 3,663 shares; 2025Q4: 1,733 shares; 2026Q1: 6,741 shares 6,741 $908K 0.03% +5,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares; 2026Q1: 9,500 shares 9,500 $907K 0.03% +32 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: 53,611 shares; 2024Q4: 55,225 shares; 2025Q1: 360,103 shares; 2025Q2: 176,279 shares; 2025Q3: 308,841 shares; 2025Q4: 13,209 shares; 2026Q1: 26,186 shares 26,186 $878K 0.03% +12,977 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,867 shares; 2025Q1: 20,441 shares; 2025Q2: 12,121 shares; 2025Q3: 8,809 shares; 2025Q4: 5,859 shares; 2026Q1: 12,967 shares 12,967 $876K 0.03% +7,108 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 3,652 shares; 2025Q1: 12,129 shares; 2025Q2: 19,932 shares; 2025Q3: 24,735 shares; 2025Q4: not reported; 2026Q1: 24,202 shares 24,202 $875K 0.03% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 49,434 shares; 2025Q4: 64,991 shares; 2026Q1: 45,079 shares 45,079 $864K 0.03% -19,912 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,712 shares 21,712 $863K 0.03% new 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: 12,665 shares; 2024Q4: 18,249 shares; 2025Q1: 40,423 shares; 2025Q2: 41,628 shares; 2025Q3: 24,342 shares; 2025Q4: 12,202 shares; 2026Q1: 15,458 shares 15,458 $858K 0.03% +3,256 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $828K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 31,444 shares; 2025Q2: 31,723 shares; 2025Q3: 28,842 shares; 2025Q4: not reported; 2026Q1: 36,685 shares 36,685 $825K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,295 shares; 2025Q4: 13,989 shares; 2026Q1: 14,385 shares 14,385 $821K 0.03% +396 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 36,000 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares 2,419 $820K 0.03% 0 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: 4,260 shares; 2024Q4: 4,276 shares; 2025Q1: 2,979 shares; 2025Q2: 8,127 shares; 2025Q3: 7,719 shares; 2025Q4: 16,939 shares; 2026Q1: 8,906 shares 8,906 $816K 0.03% -8,033 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 55,944 shares; 2025Q3: 44,522 shares; 2025Q4: 45,535 shares; 2026Q1: 49,415 shares 49,415 $812K 0.03% +3,880 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 9,412 shares; 2025Q3: 11,182 shares; 2025Q4: 12,892 shares; 2026Q1: 14,915 shares 14,915 $808K 0.03% +2,023 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,464 shares 14,464 $807K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,341 shares; 2025Q4: not reported; 2026Q1: 8,051 shares 8,051 $787K 0.02% new Timeline IGEB 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: 83,859 shares; 2024Q4: 8,430 shares; 2025Q1: 11,800 shares; 2025Q2: 12,401 shares; 2025Q3: 11,604 shares; 2025Q4: 15,557 shares; 2026Q1: 17,426 shares 17,426 $785K 0.02% +1,869 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 86,475 shares 86,475 $782K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543 shares; 2026Q1: 674 shares 674 $781K 0.02% +131 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 21,000 shares 21,000 $776K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: not reported; 2025Q3: 15,916 shares; 2025Q4: 10,350 shares; 2026Q1: 9,783 shares 9,783 $776K 0.02% -567 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 16,708 shares; 2025Q1: 16,708 shares; 2025Q2: 16,711 shares; 2025Q3: 16,708 shares; 2025Q4: 16,708 shares; 2026Q1: 16,708 shares 16,708 $775K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 910 shares; 2025Q2: 594 shares; 2025Q3: 799 shares; 2025Q4: 705 shares; 2026Q1: 800 shares 800 $769K 0.02% +95 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 3,462 shares; 2025Q2: 3,399 shares; 2025Q3: 3,220 shares; 2025Q4: not reported; 2026Q1: 2,891 shares 2,891 $768K 0.02% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,858 shares 6,858 $768K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,787 shares 48,787 $767K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 5,503 shares; 2025Q1: 3,626 shares; 2025Q2: 632 shares; 2025Q3: 3,136 shares; 2025Q4: 3,166 shares; 2026Q1: 2,139 shares 2,139 $765K 0.02% -1,027 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,096 shares 6,096 $761K 0.02% new Timeline AMRC AMERESCO INC More: the full row for AMERESCO 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: 10,573 shares; 2026Q1: 29,816 shares 29,816 $760K 0.02% +19,243 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 11,536 shares; 2025Q1: 13,506 shares; 2025Q2: not reported; 2025Q3: 10,129 shares; 2025Q4: 4,194 shares; 2026Q1: 14,691 shares 14,691 $756K 0.02% +10,497 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,602 shares; 2025Q1: 9,672 shares; 2025Q2: 4,230 shares; 2025Q3: 4,656 shares; 2025Q4: 1,409 shares; 2026Q1: 2,500 shares 2,500 $741K 0.02% +1,091 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,794 shares; 2026Q1: 33,254 shares 33,254 $741K 0.02% +6,460 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,194 shares; 2024Q4: 78,334 shares; 2025Q1: 89,898 shares; 2025Q2: 105,698 shares; 2025Q3: 190,918 shares; 2025Q4: not reported; 2026Q1: 16,106 shares 16,106 $740K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 19,239 shares; 2026Q1: 36,886 shares 36,886 $730K 0.02% +17,647 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 287,134 shares; 2025Q1: not reported; 2025Q2: 71,864 shares; 2025Q3: 2,894 shares; 2025Q4: 107,724 shares; 2026Q1: 3,485 shares 3,485 $725K 0.02% -104,239 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 4,601 shares; 2025Q4: 6,640 shares; 2026Q1: 6,597 shares 6,597 $724K 0.02% -43 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: 6,134 shares; 2024Q4: 6,394 shares; 2025Q1: 4,076 shares; 2025Q2: 5,949 shares; 2025Q3: 7,836 shares; 2025Q4: 11,386 shares; 2026Q1: 14,211 shares 14,211 $719K 0.02% +2,825 Timeline EH EHANG HLDGS LTD More: the full row for EHANG HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,110 shares; 2024Q4: 21,543 shares; 2025Q1: not reported; 2025Q2: 49,354 shares; 2025Q3: 42,434 shares; 2025Q4: 13,362 shares; 2026Q1: 73,838 shares 73,838 $717K 0.02% +60,476 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,962 shares; 2025Q3: not reported; 2025Q4: 16,287 shares; 2026Q1: 29,704 shares 29,704 $708K 0.02% +13,417 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,178 shares; 2025Q3: 9,892 shares; 2025Q4: 9,177 shares; 2026Q1: 9,157 shares 9,157 $701K 0.02% -20 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,310 shares; 2025Q1: 13,310 shares; 2025Q2: 13,319 shares; 2025Q3: 13,310 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $684K 0.02% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,394 shares; 2025Q1: 27,394 shares; 2025Q2: 22,245 shares; 2025Q3: 17,918 shares; 2025Q4: 14,667 shares; 2026Q1: 6,657 shares 6,657 $660K 0.02% -8,010 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,414 shares; 2025Q1: 3,177 shares; 2025Q2: 3,641 shares; 2025Q3: 3,062 shares; 2025Q4: 2,345 shares; 2026Q1: 2,357 shares 2,357 $655K 0.02% +12 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares 2,667 $653K 0.02% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 18,626 shares; 2025Q2: 17,065 shares; 2025Q3: 22,260 shares; 2025Q4: 20,580 shares; 2026Q1: 13,086 shares 13,086 $650K 0.02% -7,494 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,227 shares 5,227 $644K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,574 shares; 2025Q1: 8,054 shares; 2025Q2: 8,256 shares; 2025Q3: 8,045 shares; 2025Q4: 7,752 shares; 2026Q1: 4,239 shares 4,239 $639K 0.02% -3,513 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,471 shares; 2025Q1: 5,978 shares; 2025Q2: 5,483 shares; 2025Q3: 5,465 shares; 2025Q4: 6,216 shares; 2026Q1: 6,601 shares 6,601 $625K 0.02% +385 Timeline ACLC 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: 8,473 shares; 2025Q4: 8,471 shares; 2026Q1: 8,450 shares 8,450 $623K 0.02% -21 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 16,593 shares; 2025Q1: 15,111 shares; 2025Q2: 15,115 shares; 2025Q3: 15,107 shares; 2025Q4: 14,391 shares; 2026Q1: 12,953 shares 12,953 $614K 0.02% -1,438 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: 63,719 shares; 2024Q4: 33,973 shares; 2025Q1: 59,444 shares; 2025Q2: 41,622 shares; 2025Q3: 4,020 shares; 2025Q4: 41,343 shares; 2026Q1: 4,195 shares 4,195 $609K 0.02% -37,148 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 965 shares; 2025Q1: 958 shares; 2025Q2: 928 shares; 2025Q3: 919 shares; 2025Q4: 669 shares; 2026Q1: 679 shares 679 $608K 0.02% +10 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: 14,641 shares; 2024Q4: 180,292 shares; 2025Q1: 197,948 shares; 2025Q2: 20,575 shares; 2025Q3: 176,500 shares; 2025Q4: 12,805 shares; 2026Q1: 11,204 shares 11,204 $589K 0.02% -1,601 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 22,169 shares; 2025Q3: 31,412 shares; 2025Q4: 45,552 shares; 2026Q1: 113,502 shares 113,502 $587K 0.02% +67,950 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,106 shares 26,106 $581K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,072 shares; 2024Q4: 31,072 shares; 2025Q1: 31,146 shares; 2025Q2: 31,072 shares; 2025Q3: 31,072 shares; 2025Q4: 31,072 shares; 2026Q1: 31,072 shares 31,072 $577K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,612 shares; 2025Q4: 11,750 shares; 2026Q1: 12,585 shares 12,585 $575K 0.02% +835 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,522 shares; 2026Q1: 16,744 shares 16,744 $574K 0.02% +5,222 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,167 shares; 2024Q4: 44,162 shares; 2025Q1: 44,436 shares; 2025Q2: 42,124 shares; 2025Q3: 41,616 shares; 2025Q4: 42,055 shares; 2026Q1: 41,908 shares 41,908 $573K 0.02% -147 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: 3,895 shares; 2025Q4: 4,295 shares; 2026Q1: 5,495 shares 5,495 $570K 0.02% +1,200 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,825 shares; 2025Q1: 5,283 shares; 2025Q2: 5,118 shares; 2025Q3: 4,997 shares; 2025Q4: 5,376 shares; 2026Q1: 5,814 shares 5,814 $569K 0.02% +438 Timeline XSLV 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: 12,719 shares; 2024Q4: 13,237 shares; 2025Q1: 13,389 shares; 2025Q2: 14,608 shares; 2025Q3: 14,349 shares; 2025Q4: 12,047 shares; 2026Q1: 11,900 shares 11,900 $562K 0.02% -147 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,836 shares 19,836 $561K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares; 2026Q1: 8,634 shares 8,634 $554K 0.02% +4,094 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,048 shares; 2025Q2: 2,052 shares; 2025Q3: 2,018 shares; 2025Q4: 2,218 shares; 2026Q1: 2,028 shares 2,028 $552K 0.02% -190 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,124 shares; 2024Q4: 45,943 shares; 2025Q1: 46,613 shares; 2025Q2: 45,960 shares; 2025Q3: 45,960 shares; 2025Q4: 39,960 shares; 2026Q1: 29,960 shares 29,960 $549K 0.02% -10,000 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: 5,134 shares; 2024Q4: 6,098 shares; 2025Q1: 6,101 shares; 2025Q2: 6,513 shares; 2025Q3: 7,161 shares; 2025Q4: 3,790 shares; 2026Q1: 2,865 shares 2,865 $523K 0.02% -925 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: 2,079 shares; 2025Q3: 1,864 shares; 2025Q4: 2,266 shares; 2026Q1: 2,746 shares 2,746 $521K 0.02% +480 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,504 shares; 2025Q4: not reported; 2026Q1: 5,436 shares 5,436 $519K 0.02% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,861 shares; 2024Q4: 53,804 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,844 shares 8,844 $506K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 225 shares; 2025Q1: 1,942 shares; 2025Q2: 2,064 shares; 2025Q3: 2,104 shares; 2025Q4: 2,429 shares; 2026Q1: 2,972 shares 2,972 $504K 0.02% +543 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,704 shares 2,704 $496K 0.02% new Timeline SPYX 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: 9,133 shares; 2025Q4: 9,268 shares; 2026Q1: 9,280 shares 9,280 $492K 0.02% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,126 shares; 2025Q3: 41,202 shares; 2025Q4: 29,739 shares; 2026Q1: 11,521 shares 11,521 $490K 0.02% -18,218 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: 96,892 shares; 2024Q4: 38,758 shares; 2025Q1: 7,197 shares; 2025Q2: 9,139 shares; 2025Q3: 5,263 shares; 2025Q4: 4,882 shares; 2026Q1: 5,027 shares 5,027 $485K 0.02% +145 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,440 shares; 2025Q2: 43,506 shares; 2025Q3: 83,561 shares; 2025Q4: 83,213 shares; 2026Q1: 1,510 shares 1,510 $480K 0.02% -81,703 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares; 2026Q1: 7,321 shares 7,321 $478K 0.01% -971 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 1,277 shares; 2025Q3: 1,667 shares; 2025Q4: not reported; 2026Q1: 2,367 shares 2,367 $473K 0.01% new 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: 6,391 shares; 2024Q4: 5,978 shares; 2025Q1: 5,973 shares; 2025Q2: 6,026 shares; 2025Q3: 5,806 shares; 2025Q4: 2,149 shares; 2026Q1: 3,808 shares 3,808 $473K 0.01% +1,659 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: 58,285 shares; 2024Q4: 72,749 shares; 2025Q1: 3,886 shares; 2025Q2: 3,587 shares; 2025Q3: 3,705 shares; 2025Q4: 20,052 shares; 2026Q1: 5,450 shares 5,450 $472K 0.01% -14,602 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares; 2026Q1: 4,283 shares 4,283 $469K 0.01% -639 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: not reported; 2024Q4: not reported; 2025Q1: 11,735 shares; 2025Q2: not reported; 2025Q3: 10,146 shares; 2025Q4: 13,639 shares; 2026Q1: 12,650 shares 12,650 $466K 0.01% -989 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,863 shares; 2025Q2: 28,296 shares; 2025Q3: 4,251 shares; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $463K 0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 7,110 shares; 2025Q3: 10,982 shares; 2025Q4: 4,191 shares; 2026Q1: 4,166 shares 4,166 $457K 0.01% -25 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: 12,491 shares; 2024Q4: 13,943 shares; 2025Q1: 13,205 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 3,897 shares; 2026Q1: 3,897 shares 3,897 $453K 0.01% 0 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $448K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 852 shares 852 $445K 0.01% +472 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: 108,673 shares; 2024Q4: 100,046 shares; 2025Q1: 13,385 shares; 2025Q2: 46,728 shares; 2025Q3: 40,110 shares; 2025Q4: not reported; 2026Q1: 10,686 shares 10,686 $445K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 18,560 shares; 2025Q1: 18,463 shares; 2025Q2: 13,458 shares; 2025Q3: 14,494 shares; 2025Q4: 24,549 shares; 2026Q1: 29,554 shares 29,554 $445K 0.01% +5,005 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares 2,330 $440K 0.01% new 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: 38,336 shares; 2024Q4: 38,210 shares; 2025Q1: 45,863 shares; 2025Q2: 44,836 shares; 2025Q3: 47,349 shares; 2025Q4: 31,295 shares; 2026Q1: 10,201 shares 10,201 $435K 0.01% -21,094 Timeline SPHD 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: 21,806 shares; 2024Q4: 74,906 shares; 2025Q1: 46,236 shares; 2025Q2: 20,583 shares; 2025Q3: 11,450 shares; 2025Q4: 140,236 shares; 2026Q1: 8,715 shares 8,715 $432K 0.01% -131,521 Timeline ICLN 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: 23,475 shares; 2026Q1: 23,475 shares 23,475 $429K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares; 2026Q1: 6,390 shares 6,390 $428K 0.01% 0 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: 1,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 915 shares; 2026Q1: 764 shares 764 $420K 0.01% -151 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 8,107 shares; 2026Q1: 9,245 shares 9,245 $418K 0.01% +1,138 Timeline IDLV 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: 14,807 shares; 2024Q4: 15,085 shares; 2025Q1: 14,527 shares; 2025Q2: 13,415 shares; 2025Q3: 14,137 shares; 2025Q4: 11,885 shares; 2026Q1: 11,885 shares 11,885 $409K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,470 shares; 2025Q3: 5,233 shares; 2025Q4: 5,026 shares; 2026Q1: 5,166 shares 5,166 $407K 0.01% +140 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: 3,182 shares; 2024Q4: 60,354 shares; 2025Q1: 3,456 shares; 2025Q2: 47,364 shares; 2025Q3: 28,125 shares; 2025Q4: 3,448 shares; 2026Q1: 3,413 shares 3,413 $405K 0.01% -35 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: 1,430 shares; 2024Q4: 1,675 shares; 2025Q1: 1,531 shares; 2025Q2: 1,640 shares; 2025Q3: 1,531 shares; 2025Q4: 1,063 shares; 2026Q1: 1,874 shares 1,874 $400K 0.01% +811 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,124 shares; 2025Q1: 2,108 shares; 2025Q2: 1,890 shares; 2025Q3: 1,889 shares; 2025Q4: 1,841 shares; 2026Q1: 1,848 shares 1,848 $400K 0.01% +7 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 3,446 shares; 2025Q1: 3,632 shares; 2025Q2: 22,030 shares; 2025Q3: 19,010 shares; 2025Q4: not reported; 2026Q1: 4,967 shares 4,967 $400K 0.01% new 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: 65,263 shares; 2024Q4: 28,463 shares; 2025Q1: 40,286 shares; 2025Q2: 38,966 shares; 2025Q3: 36,915 shares; 2025Q4: 3,370 shares; 2026Q1: 3,050 shares 3,050 $399K 0.01% -320 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: 1,120 shares; 2024Q4: 1,918 shares; 2025Q1: 1,619 shares; 2025Q2: 1,379 shares; 2025Q3: 2,021 shares; 2025Q4: 1,261 shares; 2026Q1: 1,319 shares 1,319 $399K 0.01% +58 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: 3,214 shares; 2024Q4: 3,317 shares; 2025Q1: 21,449 shares; 2025Q2: 6,973 shares; 2025Q3: 5,620 shares; 2025Q4: not reported; 2026Q1: 3,226 shares 3,226 $391K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 2,380 shares; 2025Q1: 15,100 shares; 2025Q2: 24,450 shares; 2025Q3: 13,248 shares; 2025Q4: not reported; 2026Q1: 2,584 shares 2,584 $388K 0.01% new Timeline MUNI 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: not reported; 2024Q4: 43,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 8,706 shares; 2026Q1: 7,400 shares 7,400 $386K 0.01% -1,306 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,502 shares; 2025Q1: 10,243 shares; 2025Q2: 10,252 shares; 2025Q3: 10,587 shares; 2025Q4: 7,087 shares; 2026Q1: 4,794 shares 4,794 $384K 0.01% -2,293 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 7,185 shares; 2026Q1: 532 shares 532 $374K 0.01% -6,653 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 748 shares 748 $368K 0.01% -155 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: 3,663 shares; 2024Q4: 4,464 shares; 2025Q1: 4,897 shares; 2025Q2: 3,344 shares; 2025Q3: 3,359 shares; 2025Q4: 4,095 shares; 2026Q1: 4,136 shares 4,136 $367K 0.01% +41 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $366K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,875 shares; 2025Q4: 7,147 shares; 2026Q1: 6,203 shares 6,203 $365K 0.01% -944 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,987 shares; 2024Q4: 60,506 shares; 2025Q1: 53,444 shares; 2025Q2: 49,747 shares; 2025Q3: 39,959 shares; 2025Q4: 27,759 shares; 2026Q1: 20,387 shares 20,387 $362K 0.01% -7,372 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 15,630 shares; 2025Q4: not reported; 2026Q1: 4,661 shares 4,661 $361K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,468 shares; 2025Q2: 7,566 shares; 2025Q3: 7,559 shares; 2025Q4: 34,441 shares; 2026Q1: 7,616 shares 7,616 $357K 0.01% -26,825 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: not reported; 2026Q1: 5,359 shares 5,359 $356K 0.01% new Timeline LDRC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,096 shares 14,096 $356K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,477 shares; 2025Q1: 1,472 shares; 2025Q2: 1,912 shares; 2025Q3: 1,913 shares; 2025Q4: 1,614 shares; 2026Q1: 1,626 shares 1,626 $352K 0.01% +12 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: not reported; 2025Q2: 7,269 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares 2,803 $352K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,881 shares; 2024Q4: 21,937 shares; 2025Q1: 21,802 shares; 2025Q2: 25,034 shares; 2025Q3: 29,055 shares; 2025Q4: 4,174 shares; 2026Q1: 1,442 shares 1,442 $351K 0.01% -2,732 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,803 shares; 2025Q4: 4,852 shares; 2026Q1: 4,878 shares 4,878 $350K 0.01% +26 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556,321 shares; 2026Q1: 3,536 shares 3,536 $348K 0.01% -552,785 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: not reported; 2024Q4: 4,412 shares; 2025Q1: 4,460 shares; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 5,812 shares; 2026Q1: 4,667 shares 4,667 $344K 0.01% -1,145 Timeline EAGG 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: 7,092 shares; 2025Q4: 7,187 shares; 2026Q1: 7,222 shares 7,222 $343K 0.01% +35 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 15,801 shares; 2025Q1: 18,738 shares; 2025Q2: 26,567 shares; 2025Q3: 28,013 shares; 2025Q4: 3,477 shares; 2026Q1: 3,128 shares 3,128 $343K 0.01% -349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,006 shares; 2026Q1: 4,146 shares 4,146 $343K 0.01% +1,140 Timeline EELV 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: 14,827 shares; 2024Q4: 14,866 shares; 2025Q1: 14,137 shares; 2025Q2: 14,634 shares; 2025Q3: 15,505 shares; 2025Q4: 12,822 shares; 2026Q1: 12,180 shares 12,180 $342K 0.01% -642 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,762 shares 6,762 $340K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,398 shares 17,398 $336K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,127 shares 7,127 $335K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,612 shares; 2025Q1: 3,639 shares; 2025Q2: 3,524 shares; 2025Q3: 3,496 shares; 2025Q4: 3,403 shares; 2026Q1: 3,648 shares 3,648 $333K 0.01% +245 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: 17,302 shares; 2024Q4: 16,502 shares; 2025Q1: 15,200 shares; 2025Q2: 18,445 shares; 2025Q3: 19,960 shares; 2025Q4: 15,880 shares; 2026Q1: 3,221 shares 3,221 $331K 0.01% -12,659 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,131 shares 4,131 $331K 0.01% new 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: 76,463 shares; 2024Q4: 72,270 shares; 2025Q1: 70,560 shares; 2025Q2: 60,698 shares; 2025Q3: 2,997 shares; 2025Q4: 1,766 shares; 2026Q1: 1,806 shares 1,806 $328K 0.01% +40 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares 3,039 $327K 0.01% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,474 shares; 2025Q4: 6,524 shares; 2026Q1: 6,524 shares 6,524 $325K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares 2,112 $320K 0.01% new 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: 1,992 shares; 2024Q4: 1,430 shares; 2025Q1: 1,408 shares; 2025Q2: 1,439 shares; 2025Q3: 1,437 shares; 2025Q4: not reported; 2026Q1: 1,525 shares 1,525 $318K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,256 shares; 2025Q4: 14,866 shares; 2026Q1: 7,065 shares 7,065 $317K 0.01% -7,801 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: 15,028 shares; 2024Q4: not reported; 2025Q1: 33,357 shares; 2025Q2: 35,077 shares; 2025Q3: 23,029 shares; 2025Q4: not reported; 2026Q1: 1,729 shares 1,729 $315K 0.01% new Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,380 shares; 2025Q1: 7,577 shares; 2025Q2: 7,699 shares; 2025Q3: 7,816 shares; 2025Q4: 8,136 shares; 2026Q1: 8,255 shares 8,255 $313K 0.01% +119 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: 45,616 shares; 2024Q4: 8,753 shares; 2025Q1: 34,653 shares; 2025Q2: 34,698 shares; 2025Q3: 21,923 shares; 2025Q4: not reported; 2026Q1: 1,267 shares 1,267 $313K 0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 12,494 shares; 2025Q1: 12,684 shares; 2025Q2: 11,736 shares; 2025Q3: 11,769 shares; 2025Q4: 11,461 shares; 2026Q1: 12,449 shares 12,449 $308K 0.01% +988 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to 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: 7,558 shares; 2026Q1: 8,577 shares 8,577 $306K 0.01% +1,019 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,370 shares; 2025Q1: 2,350 shares; 2025Q2: 2,370 shares; 2025Q3: 2,469 shares; 2025Q4: 2,549 shares; 2026Q1: 3,256 shares 3,256 $301K 0.01% +707 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,740 shares 15,740 $297K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 13,854 shares 13,854 $295K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,039 shares 1,039 $293K 0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,572 shares; 2024Q4: 10,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,400 shares; 2025Q4: 40,461 shares; 2026Q1: 20,461 shares 20,461 $292K 0.01% -20,000 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: 4,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,044 shares; 2025Q3: 1,732 shares; 2025Q4: 1,815 shares; 2026Q1: 1,797 shares 1,797 $287K 0.01% -18 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: 644 shares; 2024Q4: 1,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares 674 $286K 0.01% 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: 3,823 shares; 2024Q4: 9,471 shares; 2025Q1: 3,445 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 2,937 shares; 2026Q1: 2,970 shares 2,970 $284K 0.01% +33 Timeline POWA 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: 3,289 shares; 2025Q2: 3,289 shares; 2025Q3: 3,289 shares; 2025Q4: 3,289 shares; 2026Q1: 3,289 shares 3,289 $283K 0.01% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,254 shares; 2026Q1: 9,318 shares 9,318 $281K 0.01% +64 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: 2,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,133 shares; 2025Q4: not reported; 2026Q1: 1,806 shares 1,806 $276K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 3,983 shares; 2026Q1: 3,756 shares 3,756 $275K 0.01% -227 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: 75,761 shares; 2024Q4: 77,471 shares; 2025Q1: 75,839 shares; 2025Q2: 2,769 shares; 2025Q3: 4,850 shares; 2025Q4: 2,643 shares; 2026Q1: 2,924 shares 2,924 $275K 0.01% +281 Timeline NTSI 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: 6,220 shares 6,220 $274K 0.01% new 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: not reported; 2025Q2: 9,047 shares; 2025Q3: 1,008 shares; 2025Q4: 1,271 shares; 2026Q1: 938 shares 938 $272K 0.01% -333 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY 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: not reported; 2025Q4: not reported; 2026Q1: 10,802 shares 10,802 $272K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,999 shares 23,999 $271K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 2,919 shares; 2026Q1: 2,919 shares 2,919 $271K 0.01% 0 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: 14,689 shares; 2025Q2: 14,957 shares; 2025Q3: 1,252 shares; 2025Q4: 1,229 shares; 2026Q1: 1,378 shares 1,378 $270K 0.01% +149 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: 1,169 shares; 2024Q4: 1,011 shares; 2025Q1: 2,452 shares; 2025Q2: 366 shares; 2025Q3: 2,208 shares; 2025Q4: 1,067 shares; 2026Q1: 64 shares 64 $269K 0.01% -1,003 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: 20,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,594 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602 $269K 0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 10,305 shares 10,305 $268K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,550 shares; 2025Q4: not reported; 2026Q1: 3,303 shares 3,303 $267K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: 644 shares 644 $263K 0.01% +6 Timeline FALN 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: 68,352 shares; 2024Q4: 11,078 shares; 2025Q1: 18,823 shares; 2025Q2: 14,535 shares; 2025Q3: not reported; 2025Q4: 9,897 shares; 2026Q1: 9,719 shares 9,719 $260K 0.01% -178 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,431 shares; 2025Q1: 3,770 shares; 2025Q2: 3,446 shares; 2025Q3: 3,438 shares; 2025Q4: 3,012 shares; 2026Q1: 3,038 shares 3,038 $258K 0.01% +26 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,097 shares; 2025Q4: not reported; 2026Q1: 7,638 shares 7,638 $254K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: not reported; 2025Q1: 8,335 shares; 2025Q2: 101,467 shares; 2025Q3: 169,301 shares; 2025Q4: not reported; 2026Q1: 12,990 shares 12,990 $254K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $250K 0.01% 0 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: 4,313 shares; 2024Q4: 5,495 shares; 2025Q1: 7,044 shares; 2025Q2: 3,870 shares; 2025Q3: 6,459 shares; 2025Q4: 6,299 shares; 2026Q1: 4,740 shares 4,740 $249K 0.01% -1,559 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 6,588 shares; 2025Q1: 6,501 shares; 2025Q2: not reported; 2025Q3: 5,278 shares; 2025Q4: 5,572 shares; 2026Q1: 5,854 shares 5,854 $248K 0.01% +282 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: not reported; 2024Q4: 2,602 shares; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: not reported; 2025Q4: 38,277 shares; 2026Q1: 2,812 shares 2,812 $246K 0.01% -35,465 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: 3,550 shares; 2024Q4: 4,050 shares; 2025Q1: 3,700 shares; 2025Q2: 5,335 shares; 2025Q3: 6,684 shares; 2025Q4: 4,407 shares; 2026Q1: 2,207 shares 2,207 $245K 0.01% -2,200 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,900 shares; 2025Q1: 8,656 shares; 2025Q2: 9,212 shares; 2025Q3: 9,817 shares; 2025Q4: 5,742 shares; 2026Q1: 2,596 shares 2,596 $243K 0.01% -3,146 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,954 shares; 2025Q1: 1,866 shares; 2025Q2: 1,578 shares; 2025Q3: 1,605 shares; 2025Q4: 1,563 shares; 2026Q1: 1,564 shares 1,564 $243K 0.01% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 15,149 shares; 2025Q1: 4,172 shares; 2025Q2: 31,941 shares; 2025Q3: 3,916 shares; 2025Q4: 79,180 shares; 2026Q1: 1,837 shares 1,837 $242K 0.01% -77,343 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,700 shares; 2025Q4: 20,450 shares; 2026Q1: 9,085 shares 9,085 $241K 0.01% -11,365 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: 17,824 shares; 2024Q4: 15,259 shares; 2025Q1: 15,032 shares; 2025Q2: 14,728 shares; 2025Q3: 14,177 shares; 2025Q4: 3,217 shares; 2026Q1: 3,563 shares 3,563 $241K 0.01% +346 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,121 shares 10,121 $240K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,924 shares; 2025Q3: 20,069 shares; 2025Q4: 17,390 shares; 2026Q1: 16,916 shares 16,916 $238K 0.01% -474 Timeline UXI 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: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $237K 0.01% 0 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: 3,716 shares; 2024Q4: 4,841 shares; 2025Q1: 4,699 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,536 shares; 2026Q1: 3,780 shares 3,780 $236K 0.01% +244 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 2,846 shares; 2025Q4: 2,855 shares; 2026Q1: 2,868 shares 2,868 $236K 0.01% +13 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: 11,015 shares; 2024Q4: 3,419 shares; 2025Q1: 3,104 shares; 2025Q2: 2,180 shares; 2025Q3: 11,234 shares; 2025Q4: 24,323 shares; 2026Q1: 2,131 shares 2,131 $232K 0.01% -22,192 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,465 shares 4,465 $231K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,226 shares 1,226 $230K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,131 shares 3,131 $228K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,564 shares; 2024Q4: 19,927 shares; 2025Q1: 12,556 shares; 2025Q2: 12,277 shares; 2025Q3: 12,055 shares; 2025Q4: 8,742 shares; 2026Q1: 2,998 shares 2,998 $225K 0.01% -5,744 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,925 shares 2,925 $223K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,940 shares; 2025Q4: 2,972 shares; 2026Q1: 3,406 shares 3,406 $222K 0.01% +434 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 17,757 shares; 2025Q1: 23,077 shares; 2025Q2: 23,907 shares; 2025Q3: 25,317 shares; 2025Q4: 17,150 shares; 2026Q1: 5,500 shares 5,500 $221K 0.01% -11,650 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,402 shares 5,402 $220K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,726 shares; 2025Q4: not reported; 2026Q1: 4,116 shares 4,116 $218K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,132 shares 1,132 $217K 0.01% -368 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,021 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 2,810 shares; 2025Q4: 841 shares; 2026Q1: 842 shares 842 $217K 0.01% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 7,801 shares; 2025Q1: 8,209 shares; 2025Q2: 7,505 shares; 2025Q3: 5,330 shares; 2025Q4: 7,190 shares; 2026Q1: 5,653 shares 5,653 $215K 0.01% -1,537 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares 2,572 $213K 0.01% new 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: 7,707 shares; 2024Q4: 9,153 shares; 2025Q1: 8,571 shares; 2025Q2: 2,784 shares; 2025Q3: 7,475 shares; 2025Q4: 8,673 shares; 2026Q1: 1,130 shares 1,130 $211K 0.01% -7,543 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 12,945 shares; 2025Q1: 12,547 shares; 2025Q2: 10,748 shares; 2025Q3: 10,581 shares; 2025Q4: 9,189 shares; 2026Q1: 7,231 shares 7,231 $211K 0.01% -1,958 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,353 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $210K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,883 shares; 2025Q1: 5,786 shares; 2025Q2: 6,217 shares; 2025Q3: 5,978 shares; 2025Q4: 2,915 shares; 2026Q1: 2,234 shares 2,234 $208K 0.01% -681 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: 1,057 shares; 2024Q4: 1,066 shares; 2025Q1: 998 shares; 2025Q2: 1,010 shares; 2025Q3: 984 shares; 2025Q4: not reported; 2026Q1: 792 shares 792 $208K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 44,954 shares; 2025Q1: 47,463 shares; 2025Q2: 49,184 shares; 2025Q3: 48,963 shares; 2025Q4: 22,730 shares; 2026Q1: 11,441 shares 11,441 $206K 0.01% -11,289 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,331 shares 14,331 $206K 0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,098 shares; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $205K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $204K 0.01% new 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: 1,899 shares; 2024Q4: 2,638 shares; 2025Q1: 2,731 shares; 2025Q2: 2,470 shares; 2025Q3: 2,494 shares; 2025Q4: not reported; 2026Q1: 937 shares 937 $204K 0.01% new Timeline