SWP MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203,976 shares; 2024Q4: 3,228,844 shares; 2025Q1: not loaded; 2025Q2: 3,342,301 shares; 2025Q3: 3,469,615 shares; 2025Q4: 4,726,883 shares; 2026Q1: 4,817,989 shares 4,817,989 $128M 8.89% +91,106 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: 392,863 shares; 2024Q4: 393,696 shares; 2025Q1: not loaded; 2025Q2: 397,392 shares; 2025Q3: 417,724 shares; 2025Q4: 466,791 shares; 2026Q1: 485,919 shares 485,919 $46.1M 3.2% +19,128 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: 74,254 shares; 2024Q4: 98,947 shares; 2025Q1: not loaded; 2025Q2: 106,603 shares; 2025Q3: 96,095 shares; 2025Q4: 89,673 shares; 2026Q1: 113,597 shares 113,597 $42.1M 2.92% +23,924 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: 345,322 shares; 2024Q4: 348,523 shares; 2025Q1: not loaded; 2025Q2: 346,895 shares; 2025Q3: 346,707 shares; 2025Q4: 378,569 shares; 2026Q1: 394,363 shares 394,363 $38.3M 2.66% +15,794 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058,713 shares; 2024Q4: 1,045,995 shares; 2025Q1: not loaded; 2025Q2: 1,050,095 shares; 2025Q3: 1,070,072 shares; 2025Q4: 1,216,359 shares; 2026Q1: 1,269,078 shares 1,269,078 $38.2M 2.65% +52,719 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,938 shares; 2024Q4: 138,600 shares; 2025Q1: not loaded; 2025Q2: 166,569 shares; 2025Q3: 153,531 shares; 2025Q4: 147,538 shares; 2026Q1: 148,882 shares 148,882 $37.8M 2.62% +1,344 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: 81,302 shares; 2024Q4: 81,564 shares; 2025Q1: not loaded; 2025Q2: 154,563 shares; 2025Q3: 143,653 shares; 2025Q4: 128,281 shares; 2026Q1: 130,992 shares 130,992 $37.7M 2.61% +2,711 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,875 shares; 2024Q4: 193,194 shares; 2025Q1: not loaded; 2025Q2: 196,200 shares; 2025Q3: 202,777 shares; 2025Q4: 230,677 shares; 2026Q1: 241,901 shares 241,901 $28.7M 1.99% +11,224 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: 73,077 shares; 2024Q4: 88,932 shares; 2025Q1: not loaded; 2025Q2: 101,623 shares; 2025Q3: 90,637 shares; 2025Q4: 85,092 shares; 2026Q1: 87,526 shares 87,526 $27.1M 1.88% +2,434 Timeline PID 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: 938,488 shares; 2024Q4: 951,747 shares; 2025Q1: not loaded; 2025Q2: 958,671 shares; 2025Q3: 958,941 shares; 2025Q4: 1,062,828 shares; 2026Q1: 1,115,185 shares 1,115,185 $24.8M 1.72% +52,357 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: 156,912 shares; 2024Q4: 157,356 shares; 2025Q1: not loaded; 2025Q2: 158,434 shares; 2025Q3: 163,091 shares; 2025Q4: 185,963 shares; 2026Q1: 193,980 shares 193,980 $21.1M 1.47% +8,017 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: 84,196 shares; 2024Q4: 101,828 shares; 2025Q1: not loaded; 2025Q2: 115,810 shares; 2025Q3: 97,839 shares; 2025Q4: 100,422 shares; 2026Q1: 106,541 shares 106,541 $18.6M 1.29% +6,119 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,512 shares; 2024Q4: 82,149 shares; 2025Q1: not loaded; 2025Q2: 94,090 shares; 2025Q3: 97,980 shares; 2025Q4: 135,441 shares; 2026Q1: 139,045 shares 139,045 $18.4M 1.27% +3,604 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,805 shares; 2024Q4: 130,539 shares; 2025Q1: not loaded; 2025Q2: 132,755 shares; 2025Q3: 134,818 shares; 2025Q4: 154,125 shares; 2026Q1: 162,783 shares 162,783 $18M 1.25% +8,658 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: 2,748 shares; 2024Q4: 5,426 shares; 2025Q1: not loaded; 2025Q2: 8,828 shares; 2025Q3: 9,111 shares; 2025Q4: 30,206 shares; 2026Q1: 31,407 shares 31,407 $18M 1.25% +1,201 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: 37,762 shares; 2024Q4: 51,072 shares; 2025Q1: not loaded; 2025Q2: 39,054 shares; 2025Q3: 61,755 shares; 2025Q4: 71,476 shares; 2026Q1: 73,760 shares 73,760 $17.9M 1.24% +2,284 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: 52,186 shares; 2024Q4: 59,329 shares; 2025Q1: not loaded; 2025Q2: 62,161 shares; 2025Q3: 52,246 shares; 2025Q4: 62,001 shares; 2026Q1: 60,117 shares 60,117 $17.7M 1.23% -1,884 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: 50,403 shares; 2024Q4: 66,481 shares; 2025Q1: not loaded; 2025Q2: 99,944 shares; 2025Q3: 68,514 shares; 2025Q4: 112,413 shares; 2026Q1: 114,381 shares 114,381 $16.8M 1.17% +1,968 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,596 shares; 2026Q1: 477,129 shares 477,129 $16.5M 1.14% +201,533 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: 92,369 shares; 2024Q4: 77,311 shares; 2025Q1: not loaded; 2025Q2: 78,461 shares; 2025Q3: 80,050 shares; 2025Q4: 83,986 shares; 2026Q1: 84,632 shares 84,632 $16.3M 1.13% +646 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,654 shares; 2026Q1: 82,660 shares 82,660 $16.3M 1.13% -81,994 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: 57,104 shares; 2024Q4: 73,646 shares; 2025Q1: not loaded; 2025Q2: 76,601 shares; 2025Q3: 84,438 shares; 2025Q4: 87,775 shares; 2026Q1: 93,038 shares 93,038 $15.4M 1.07% +5,263 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 13,247 shares; 2025Q1: not loaded; 2025Q2: 80,388 shares; 2025Q3: 83,552 shares; 2025Q4: 85,205 shares; 2026Q1: 127,915 shares 127,915 $14.7M 1.02% +42,710 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: 14,737 shares; 2024Q4: 16,707 shares; 2025Q1: not loaded; 2025Q2: 20,001 shares; 2025Q3: 20,266 shares; 2025Q4: 20,473 shares; 2026Q1: 21,642 shares 21,642 $14.1M 0.98% +1,169 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: 66,095 shares; 2024Q4: 75,877 shares; 2025Q1: not loaded; 2025Q2: 79,607 shares; 2025Q3: 75,928 shares; 2025Q4: 84,866 shares; 2026Q1: 87,250 shares 87,250 $13.9M 0.97% +2,384 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: 26,489 shares; 2024Q4: 26,081 shares; 2025Q1: not loaded; 2025Q2: 22,725 shares; 2025Q3: 20,291 shares; 2025Q4: 20,939 shares; 2026Q1: 20,908 shares 20,908 $13.6M 0.94% -31 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: 99,964 shares; 2024Q4: 133,544 shares; 2025Q1: not loaded; 2025Q2: 140,235 shares; 2025Q3: 124,845 shares; 2025Q4: 136,025 shares; 2026Q1: 145,573 shares 145,573 $13.5M 0.94% +9,548 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: 37,207 shares; 2024Q4: 41,550 shares; 2025Q1: not loaded; 2025Q2: 47,670 shares; 2025Q3: 52,838 shares; 2025Q4: 58,197 shares; 2026Q1: 60,428 shares 60,428 $13.1M 0.91% +2,231 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: 10,958 shares; 2024Q4: 9,658 shares; 2025Q1: not loaded; 2025Q2: 9,670 shares; 2025Q3: 29,239 shares; 2025Q4: 29,452 shares; 2026Q1: 43,108 shares 43,108 $13M 0.9% +13,656 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: 65,687 shares; 2024Q4: 69,757 shares; 2025Q1: not loaded; 2025Q2: 74,822 shares; 2025Q3: 61,770 shares; 2025Q4: 61,883 shares; 2026Q1: 62,556 shares 62,556 $13M 0.9% +673 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 121,284 shares; 2025Q3: 204,932 shares; 2025Q4: 199,586 shares; 2026Q1: 221,183 shares 221,183 $13M 0.9% +21,597 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 46,093 shares; 2025Q4: 87,828 shares; 2026Q1: 94,052 shares 94,052 $12.8M 0.89% +6,224 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,267 shares; 2024Q4: 75,992 shares; 2025Q1: not loaded; 2025Q2: 77,179 shares; 2025Q3: 79,339 shares; 2025Q4: 89,285 shares; 2026Q1: 95,272 shares 95,272 $12.5M 0.87% +5,987 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: 62,166 shares; 2024Q4: 36,678 shares; 2025Q1: not loaded; 2025Q2: 36,354 shares; 2025Q3: 43,872 shares; 2025Q4: 48,313 shares; 2026Q1: 50,175 shares 50,175 $12.4M 0.86% +1,862 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: 68,040 shares; 2024Q4: 96,470 shares; 2025Q1: not loaded; 2025Q2: 102,109 shares; 2025Q3: 104,935 shares; 2025Q4: 103,470 shares; 2026Q1: 109,192 shares 109,192 $12.4M 0.86% +5,722 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 31,749 shares; 2025Q1: not loaded; 2025Q2: 32,627 shares; 2025Q3: 33,573 shares; 2025Q4: 37,969 shares; 2026Q1: 39,389 shares 39,389 $12.4M 0.86% +1,420 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,135 shares; 2024Q4: 65,099 shares; 2025Q1: not loaded; 2025Q2: 47,645 shares; 2025Q3: 66,316 shares; 2025Q4: 61,859 shares; 2026Q1: 58,108 shares 58,108 $12.1M 0.84% -3,751 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: 20,821 shares; 2024Q4: 25,410 shares; 2025Q1: not loaded; 2025Q2: 17,521 shares; 2025Q3: 11,754 shares; 2025Q4: 12,477 shares; 2026Q1: 14,135 shares 14,135 $11.9M 0.83% +1,658 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 14,301 shares; 2025Q1: not loaded; 2025Q2: 17,618 shares; 2025Q3: 14,440 shares; 2025Q4: 12,374 shares; 2026Q1: 12,724 shares 12,724 $11.7M 0.81% +350 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,177 shares; 2024Q4: 101,202 shares; 2025Q1: not loaded; 2025Q2: 109,702 shares; 2025Q3: 126,071 shares; 2025Q4: 138,893 shares; 2026Q1: 134,845 shares 134,845 $11.7M 0.81% -4,048 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: 21,987 shares; 2024Q4: 21,685 shares; 2025Q1: not loaded; 2025Q2: 21,414 shares; 2025Q3: 21,686 shares; 2025Q4: 21,530 shares; 2026Q1: 20,044 shares 20,044 $11.6M 0.8% -1,486 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 73,021 shares; 2025Q4: 83,163 shares; 2026Q1: 89,560 shares 89,560 $11.4M 0.79% +6,397 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 172,734 shares; 2025Q4: 199,335 shares; 2026Q1: 152,949 shares 152,949 $11.2M 0.78% -46,386 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: 5,297 shares; 2025Q1: not loaded; 2025Q2: 9,007 shares; 2025Q3: 9,773 shares; 2025Q4: 11,068 shares; 2026Q1: 11,578 shares 11,578 $11.1M 0.77% +510 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 199 shares; 2025Q3: 30,095 shares; 2025Q4: 38,558 shares; 2026Q1: 53,657 shares 53,657 $11.1M 0.77% +15,099 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: 4,117 shares; 2024Q4: 2,802 shares; 2025Q1: not loaded; 2025Q2: 1,118 shares; 2025Q3: 1,083 shares; 2025Q4: 73,824 shares; 2026Q1: 109,697 shares 109,697 $10.8M 0.75% +35,873 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,523 shares; 2024Q4: 169,702 shares; 2025Q1: not loaded; 2025Q2: 172,578 shares; 2025Q3: 174,276 shares; 2025Q4: 145,363 shares; 2026Q1: 151,104 shares 151,104 $10.6M 0.74% +5,741 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,627 shares; 2024Q4: 231,188 shares; 2025Q1: not loaded; 2025Q2: 228,989 shares; 2025Q3: 196,189 shares; 2025Q4: 218,232 shares; 2026Q1: 173,239 shares 173,239 $10.6M 0.73% -44,993 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: 8,151 shares; 2024Q4: 4,356 shares; 2025Q1: not loaded; 2025Q2: 102,231 shares; 2025Q3: 103,699 shares; 2025Q4: 115,729 shares; 2026Q1: 122,883 shares 122,883 $10.4M 0.72% +7,154 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: 334 shares; 2024Q4: 515 shares; 2025Q1: not loaded; 2025Q2: 429 shares; 2025Q3: 93 shares; 2025Q4: 8,150 shares; 2026Q1: 14,135 shares 14,135 $10.3M 0.71% +5,985 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,815 shares; 2025Q1: not loaded; 2025Q2: 27,156 shares; 2025Q3: 26,305 shares; 2025Q4: 28,568 shares; 2026Q1: 30,084 shares 30,084 $10.2M 0.7% +1,516 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 80,928 shares; 2026Q1: 86,171 shares 86,171 $9.68M 0.67% +5,243 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: 6,418 shares; 2024Q4: 39,281 shares; 2025Q1: not loaded; 2025Q2: 37,349 shares; 2025Q3: 33,150 shares; 2025Q4: 38,256 shares; 2026Q1: 39,639 shares 39,639 $9.62M 0.67% +1,383 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 179,879 shares; 2025Q3: 184,606 shares; 2025Q4: 204,551 shares; 2026Q1: 218,601 shares 218,601 $9.54M 0.66% +14,050 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,167 shares; 2024Q4: 34,471 shares; 2025Q1: not loaded; 2025Q2: 67,057 shares; 2025Q3: 69,177 shares; 2025Q4: 43,338 shares; 2026Q1: 52,831 shares 52,831 $9.52M 0.66% +9,493 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 25,759 shares; 2025Q3: 26,373 shares; 2025Q4: 23,213 shares; 2026Q1: 24,554 shares 24,554 $9.41M 0.65% +1,341 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,854 shares; 2025Q1: not loaded; 2025Q2: 1,553 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 158,685 shares 158,685 $9.14M 0.63% +157,227 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,048 shares; 2025Q3: 95,254 shares; 2025Q4: 159,099 shares; 2026Q1: 164,488 shares 164,488 $8.91M 0.62% +5,389 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 42,015 shares; 2026Q1: 44,867 shares 44,867 $8.8M 0.61% +2,852 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: 15,744 shares; 2024Q4: 17,050 shares; 2025Q1: not loaded; 2025Q2: 29,881 shares; 2025Q3: 25,845 shares; 2025Q4: 52,264 shares; 2026Q1: 51,463 shares 51,463 $8.73M 0.61% -801 Timeline ITB ISHARES 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: 64,721 shares; 2025Q1: not loaded; 2025Q2: 564 shares; 2025Q3: 476 shares; 2025Q4: 86,688 shares; 2026Q1: 93,082 shares 93,082 $8.43M 0.58% +6,394 Timeline KRE 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 loaded; 2025Q2: 128,501 shares; 2025Q3: 162,841 shares; 2025Q4: 4,425 shares; 2026Q1: 125,509 shares 125,509 $8.18M 0.57% +121,084 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: 188,975 shares; 2024Q4: 193,026 shares; 2025Q1: not loaded; 2025Q2: 152,809 shares; 2025Q3: 115,484 shares; 2025Q4: 130,509 shares; 2026Q1: 74,125 shares 74,125 $8.03M 0.56% -56,384 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,203 shares; 2025Q1: not loaded; 2025Q2: 47,637 shares; 2025Q3: 50,192 shares; 2025Q4: 38,805 shares; 2026Q1: 38,649 shares 38,649 $7.66M 0.53% -156 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: 85,056 shares; 2024Q4: 94,026 shares; 2025Q1: not loaded; 2025Q2: 118,794 shares; 2025Q3: 128,845 shares; 2025Q4: 121,722 shares; 2026Q1: 132,824 shares 132,824 $7.53M 0.52% +11,102 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: 35,875 shares; 2024Q4: 44,198 shares; 2025Q1: not loaded; 2025Q2: 54,004 shares; 2025Q3: 42,134 shares; 2025Q4: 13,659 shares; 2026Q1: 37,776 shares 37,776 $7.05M 0.49% +24,117 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: 17,791 shares; 2024Q4: 17,373 shares; 2025Q1: not loaded; 2025Q2: 16,394 shares; 2025Q3: 16,071 shares; 2025Q4: 16,430 shares; 2026Q1: 15,777 shares 15,777 $6.79M 0.47% -653 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 140,639 shares; 2025Q4: 209,262 shares; 2026Q1: 139,186 shares 139,186 $6.78M 0.47% -70,076 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 236 shares; 2025Q3: 43 shares; 2025Q4: 23 shares; 2026Q1: 41,452 shares 41,452 $6.52M 0.45% +41,429 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,011 shares; 2024Q4: 252,944 shares; 2025Q1: not loaded; 2025Q2: 244,129 shares; 2025Q3: 244,489 shares; 2025Q4: 241,185 shares; 2026Q1: 209,529 shares 209,529 $6.43M 0.45% -31,656 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 90,840 shares 90,840 $6.04M 0.42% +90,758 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 117 shares; 2025Q3: 20 shares; 2025Q4: 27 shares; 2026Q1: 1,273 shares 1,273 $5.36M 0.37% +1,246 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: 28,711 shares; 2024Q4: 28,916 shares; 2025Q1: not loaded; 2025Q2: 22,395 shares; 2025Q3: 18,149 shares; 2025Q4: 18,332 shares; 2026Q1: 18,354 shares 18,354 $5.27M 0.37% +22 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: 42,707 shares; 2024Q4: 52,196 shares; 2025Q1: not loaded; 2025Q2: 69,667 shares; 2025Q3: 57,240 shares; 2025Q4: 61,334 shares; 2026Q1: 67,070 shares 67,070 $4.82M 0.33% +5,736 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,338 shares; 2024Q4: 12,491 shares; 2025Q1: not loaded; 2025Q2: 11,449 shares; 2025Q3: 11,553 shares; 2025Q4: 12,568 shares; 2026Q1: 12,551 shares 12,551 $4.42M 0.31% -17 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,036 shares; 2024Q4: 252,962 shares; 2025Q1: not loaded; 2025Q2: 253,570 shares; 2025Q3: 257,110 shares; 2025Q4: 411,857 shares; 2026Q1: 412,800 shares 412,800 $3.77M 0.26% +943 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 5,776 shares; 2026Q1: 6,790 shares 6,790 $3.73M 0.26% +1,014 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,437 shares; 2024Q4: 15,055 shares; 2025Q1: not loaded; 2025Q2: 14,320 shares; 2025Q3: 14,427 shares; 2025Q4: 15,627 shares; 2026Q1: 12,603 shares 12,603 $3.67M 0.25% -3,024 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: 130,506 shares; 2024Q4: 184,495 shares; 2025Q1: not loaded; 2025Q2: 188,566 shares; 2025Q3: 43,968 shares; 2025Q4: 87,050 shares; 2026Q1: 38,143 shares 38,143 $3.5M 0.24% -48,907 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,047 shares; 2024Q4: 20,318 shares; 2025Q1: not loaded; 2025Q2: 33,859 shares; 2025Q3: 38,539 shares; 2025Q4: 38,816 shares; 2026Q1: 50,860 shares 50,860 $3.48M 0.24% +12,044 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 177,829 shares; 2026Q1: 176,029 shares 176,029 $3.42M 0.24% -1,800 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: 20,347 shares; 2024Q4: 21,855 shares; 2025Q1: not loaded; 2025Q2: 25,235 shares; 2025Q3: 12,104 shares; 2025Q4: 25,925 shares; 2026Q1: 27,496 shares 27,496 $3.42M 0.24% +1,571 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,683 shares; 2025Q1: not loaded; 2025Q2: 43,876 shares; 2025Q3: 71,807 shares; 2025Q4: 54,994 shares; 2026Q1: 58,057 shares 58,057 $3.3M 0.23% +3,063 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: 23,466 shares; 2024Q4: 24,963 shares; 2025Q1: not loaded; 2025Q2: 25,238 shares; 2025Q3: 24,725 shares; 2025Q4: 28,996 shares; 2026Q1: 35,027 shares 35,027 $3.29M 0.23% +6,031 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 10,229 shares; 2025Q1: not loaded; 2025Q2: 60,166 shares; 2025Q3: 60,916 shares; 2025Q4: 91,372 shares; 2026Q1: 80,533 shares 80,533 $3.26M 0.23% -10,839 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: not reported; 2024Q4: 1,617 shares; 2025Q1: not loaded; 2025Q2: 2,203 shares; 2025Q3: 2,532 shares; 2025Q4: 27,981 shares; 2026Q1: 33,339 shares 33,339 $3.21M 0.22% +5,358 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,611 shares; 2024Q4: 161,011 shares; 2025Q1: not loaded; 2025Q2: 210,861 shares; 2025Q3: 275,161 shares; 2025Q4: 279,048 shares; 2026Q1: 329,048 shares 329,048 $3.16M 0.22% +50,000 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: 7,517 shares; 2024Q4: 13,026 shares; 2025Q1: not loaded; 2025Q2: 13,134 shares; 2025Q3: 8,117 shares; 2025Q4: 8,460 shares; 2026Q1: 19,027 shares 19,027 $3.05M 0.21% +10,567 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: 5,973 shares; 2024Q4: 7,245 shares; 2025Q1: not loaded; 2025Q2: 6,401 shares; 2025Q3: 6,089 shares; 2025Q4: 7,607 shares; 2026Q1: 7,984 shares 7,984 $2.97M 0.21% +377 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,472 shares; 2025Q3: 9,005 shares; 2025Q4: 11,750 shares; 2026Q1: 21,960 shares 21,960 $2.77M 0.19% +10,210 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,889 shares; 2024Q4: 26,690 shares; 2025Q1: not loaded; 2025Q2: 33,310 shares; 2025Q3: 37,268 shares; 2025Q4: 42,797 shares; 2026Q1: 39,267 shares 39,267 $2.64M 0.18% -3,530 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: 26,929 shares; 2024Q4: 36,555 shares; 2025Q1: not loaded; 2025Q2: 39,575 shares; 2025Q3: 38,505 shares; 2025Q4: 48,873 shares; 2026Q1: 51,681 shares 51,681 $2.62M 0.18% +2,808 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,624 shares; 2024Q4: 12,042 shares; 2025Q1: not loaded; 2025Q2: 12,318 shares; 2025Q3: 13,787 shares; 2025Q4: 51,891 shares; 2026Q1: 51,366 shares 51,366 $2.59M 0.18% -525 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: 20,152 shares; 2024Q4: 20,874 shares; 2025Q1: not loaded; 2025Q2: 12,577 shares; 2025Q3: 14,310 shares; 2025Q4: 12,407 shares; 2026Q1: 12,452 shares 12,452 $2.53M 0.18% +45 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: 5,553 shares; 2024Q4: 8,449 shares; 2025Q1: not loaded; 2025Q2: 12,337 shares; 2025Q3: 13,549 shares; 2025Q4: 12,263 shares; 2026Q1: 24,533 shares 24,533 $2.44M 0.17% +12,270 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: 11,195 shares; 2024Q4: 11,005 shares; 2025Q1: not loaded; 2025Q2: 10,407 shares; 2025Q3: 4,601 shares; 2025Q4: 5,166 shares; 2026Q1: 5,071 shares 5,071 $2.43M 0.17% -95 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,065 shares; 2024Q4: 206,365 shares; 2025Q1: not loaded; 2025Q2: 198,042 shares; 2025Q3: 197,950 shares; 2025Q4: 197,950 shares; 2026Q1: 198,061 shares 198,061 $2.39M 0.17% +111 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: 5,349 shares; 2024Q4: 7,448 shares; 2025Q1: not loaded; 2025Q2: 6,006 shares; 2025Q3: 47,605 shares; 2025Q4: 32,170 shares; 2026Q1: 30,919 shares 30,919 $2.37M 0.16% -1,251 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,389 shares; 2024Q4: 68,589 shares; 2025Q1: not loaded; 2025Q2: 68,849 shares; 2025Q3: 90,123 shares; 2025Q4: 183,343 shares; 2026Q1: 211,335 shares 211,335 $2.34M 0.16% +27,992 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: 19,580 shares; 2024Q4: 20,075 shares; 2025Q1: not loaded; 2025Q2: 23,904 shares; 2025Q3: 12,153 shares; 2025Q4: 13,183 shares; 2026Q1: 15,872 shares 15,872 $2.32M 0.16% +2,689 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 11,494 shares; 2025Q1: not loaded; 2025Q2: 11,853 shares; 2025Q3: 12,141 shares; 2025Q4: 11,249 shares; 2026Q1: 10,720 shares 10,720 $2.31M 0.16% -529 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: 3,201 shares; 2024Q4: 3,680 shares; 2025Q1: not loaded; 2025Q2: 5,020 shares; 2025Q3: 5,043 shares; 2025Q4: 4,560 shares; 2026Q1: 5,058 shares 5,058 $2.26M 0.16% +498 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: 36,149 shares; 2024Q4: 38,407 shares; 2025Q1: not loaded; 2025Q2: 32,001 shares; 2025Q3: 11,666 shares; 2025Q4: 7,828 shares; 2026Q1: 7,441 shares 7,441 $2.25M 0.16% -387 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: 6,446 shares; 2024Q4: 6,978 shares; 2025Q1: not loaded; 2025Q2: 9,407 shares; 2025Q3: 6,629 shares; 2025Q4: 6,527 shares; 2026Q1: 7,699 shares 7,699 $2.18M 0.15% +1,172 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: 9,365 shares; 2024Q4: 9,692 shares; 2025Q1: not loaded; 2025Q2: 17,561 shares; 2025Q3: 20,789 shares; 2025Q4: 21,287 shares; 2026Q1: 24,011 shares 24,011 $2.17M 0.15% +2,724 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,057 shares; 2024Q4: 116,757 shares; 2025Q1: not loaded; 2025Q2: 197,357 shares; 2025Q3: 198,187 shares; 2025Q4: 198,187 shares; 2026Q1: 197,329 shares 197,329 $2.14M 0.15% -858 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,006 shares; 2024Q4: 50,006 shares; 2025Q1: not loaded; 2025Q2: 50,006 shares; 2025Q3: 65,598 shares; 2025Q4: 54,511 shares; 2026Q1: 54,516 shares 54,516 $2.12M 0.15% +5 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: 1,027 shares; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 24,660 shares; 2025Q3: 25,318 shares; 2025Q4: 2,327 shares; 2026Q1: 5,842 shares 5,842 $2.09M 0.14% +3,515 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 13,354 shares; 2025Q1: not loaded; 2025Q2: 13,327 shares; 2025Q3: 13,521 shares; 2025Q4: 13,044 shares; 2026Q1: 13,830 shares 13,830 $2.05M 0.14% +786 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: 1,289 shares; 2024Q4: 1,681 shares; 2025Q1: not loaded; 2025Q2: 1,605 shares; 2025Q3: 2,469 shares; 2025Q4: 2,967 shares; 2026Q1: 3,246 shares 3,246 $1.94M 0.13% +279 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,598 shares; 2024Q4: 69,875 shares; 2025Q1: not loaded; 2025Q2: 68,950 shares; 2025Q3: 64,270 shares; 2025Q4: 69,293 shares; 2026Q1: 75,422 shares 75,422 $1.93M 0.13% +6,129 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: 4,130 shares; 2024Q4: 4,181 shares; 2025Q1: not loaded; 2025Q2: 4,165 shares; 2025Q3: 1,978 shares; 2025Q4: 1,833 shares; 2026Q1: 1,854 shares 1,854 $1.85M 0.13% +21 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: 23,123 shares; 2024Q4: 22,269 shares; 2025Q1: not loaded; 2025Q2: 21,357 shares; 2025Q3: 26,849 shares; 2025Q4: 22,114 shares; 2026Q1: 20,632 shares 20,632 $1.82M 0.13% -1,482 Timeline ISPY 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: 22,493 shares; 2025Q1: not loaded; 2025Q2: 27,839 shares; 2025Q3: 25,417 shares; 2025Q4: 27,128 shares; 2026Q1: 41,789 shares 41,789 $1.81M 0.13% +14,661 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,325 shares; 2026Q1: 1,305 shares 1,305 $1.8M 0.12% -1,020 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: 1,787 shares; 2024Q4: 1,629 shares; 2025Q1: not loaded; 2025Q2: 2,257 shares; 2025Q3: 2,700 shares; 2025Q4: 4,486 shares; 2026Q1: 4,109 shares 4,109 $1.79M 0.12% -377 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: 2,609 shares; 2024Q4: 2,754 shares; 2025Q1: not loaded; 2025Q2: 2,965 shares; 2025Q3: 3,470 shares; 2025Q4: 3,217 shares; 2026Q1: 3,844 shares 3,844 $1.63M 0.11% +627 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,761 shares; 2024Q4: 21,531 shares; 2025Q1: not loaded; 2025Q2: 21,871 shares; 2025Q3: 21,935 shares; 2025Q4: 20,503 shares; 2026Q1: 18,365 shares 18,365 $1.62M 0.11% -2,138 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,941 shares; 2025Q1: not loaded; 2025Q2: 35,297 shares; 2025Q3: 35,940 shares; 2025Q4: 37,992 shares; 2026Q1: 40,514 shares 40,514 $1.56M 0.11% +2,522 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,088 shares; 2024Q4: 18,088 shares; 2025Q1: not loaded; 2025Q2: 17,288 shares; 2025Q3: 17,288 shares; 2025Q4: 17,288 shares; 2026Q1: 16,749 shares 16,749 $1.54M 0.11% -539 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,407 shares; 2024Q4: 123,420 shares; 2025Q1: not loaded; 2025Q2: 108,336 shares; 2025Q3: 128,801 shares; 2025Q4: 140,234 shares; 2026Q1: 148,045 shares 148,045 $1.51M 0.1% +7,811 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: 28,093 shares; 2024Q4: 21,432 shares; 2025Q1: not loaded; 2025Q2: 18,046 shares; 2025Q3: 18,664 shares; 2025Q4: 16,780 shares; 2026Q1: 15,149 shares 15,149 $1.48M 0.1% -1,631 Timeline EMXC 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: 13,298 shares; 2024Q4: 14,163 shares; 2025Q1: not loaded; 2025Q2: 18,396 shares; 2025Q3: 18,016 shares; 2025Q4: 18,145 shares; 2026Q1: 18,658 shares 18,658 $1.47M 0.1% +513 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: 7,570 shares; 2025Q1: not loaded; 2025Q2: 7,880 shares; 2025Q3: 7,300 shares; 2025Q4: 7,093 shares; 2026Q1: 6,790 shares 6,790 $1.45M 0.1% -303 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: 6,058 shares; 2024Q4: 11,403 shares; 2025Q1: not loaded; 2025Q2: 11,304 shares; 2025Q3: 11,969 shares; 2025Q4: 10,900 shares; 2026Q1: 14,704 shares 14,704 $1.4M 0.1% +3,804 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,384 shares; 2025Q3: 8,384 shares; 2025Q4: 8,384 shares; 2026Q1: 8,384 shares 8,384 $1.37M 0.1% 0 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: 54,942 shares; 2024Q4: 53,149 shares; 2025Q1: not loaded; 2025Q2: 52,858 shares; 2025Q3: 52,102 shares; 2025Q4: 77,056 shares; 2026Q1: 73,997 shares 73,997 $1.33M 0.09% -3,059 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,636 shares; 2024Q4: 87,336 shares; 2025Q1: not loaded; 2025Q2: 87,336 shares; 2025Q3: 88,316 shares; 2025Q4: 88,316 shares; 2026Q1: 88,316 shares 88,316 $1.29M 0.09% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,603 shares; 2025Q3: 31,860 shares; 2025Q4: 29,065 shares; 2026Q1: 15,492 shares 15,492 $1.28M 0.09% -13,573 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: 9,877 shares; 2024Q4: 10,601 shares; 2025Q1: not loaded; 2025Q2: 12,657 shares; 2025Q3: 12,485 shares; 2025Q4: 12,448 shares; 2026Q1: 11,934 shares 11,934 $1.27M 0.09% -514 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares; 2025Q1: not loaded; 2025Q2: 3,626 shares; 2025Q3: 3,657 shares; 2025Q4: 3,634 shares; 2026Q1: 3,531 shares 3,531 $1.26M 0.09% -103 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: 59,752 shares; 2024Q4: 8,136 shares; 2025Q1: not loaded; 2025Q2: 6,790 shares; 2025Q3: 8,283 shares; 2025Q4: 6,593 shares; 2026Q1: 6,507 shares 6,507 $1.25M 0.09% -86 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: 6,401 shares; 2024Q4: 6,441 shares; 2025Q1: not loaded; 2025Q2: 5,864 shares; 2025Q3: 4,721 shares; 2025Q4: 5,318 shares; 2026Q1: 5,077 shares 5,077 $1.24M 0.09% -241 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: 12,067 shares; 2024Q4: 24,762 shares; 2025Q1: not loaded; 2025Q2: 25,312 shares; 2025Q3: 22,883 shares; 2025Q4: 3,756 shares; 2026Q1: 3,758 shares 3,758 $1.24M 0.09% +2 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: 8,258 shares; 2024Q4: 8,177 shares; 2025Q1: not loaded; 2025Q2: 8,651 shares; 2025Q3: 8,123 shares; 2025Q4: 8,183 shares; 2026Q1: 8,183 shares 8,183 $1.23M 0.09% 0 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: 29,642 shares; 2024Q4: 35,249 shares; 2025Q1: not loaded; 2025Q2: 13,188 shares; 2025Q3: 7,173 shares; 2025Q4: 9,422 shares; 2026Q1: 5,913 shares 5,913 $1.17M 0.08% -3,509 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,788 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares 3,712 $1.16M 0.08% 0 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: 7,535 shares; 2024Q4: 6,865 shares; 2025Q1: not loaded; 2025Q2: 7,887 shares; 2025Q3: 7,622 shares; 2025Q4: 14,616 shares; 2026Q1: 16,588 shares 16,588 $1.16M 0.08% +1,972 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: 7,088 shares; 2024Q4: 6,753 shares; 2025Q1: not loaded; 2025Q2: 6,170 shares; 2025Q3: 3,302 shares; 2025Q4: 5,068 shares; 2026Q1: 9,582 shares 9,582 $1.15M 0.08% +4,514 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: 8,603 shares; 2024Q4: 8,118 shares; 2025Q1: not loaded; 2025Q2: 9,753 shares; 2025Q3: 3,340 shares; 2025Q4: 4,643 shares; 2026Q1: 5,265 shares 5,265 $1.09M 0.08% +622 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 2,240 shares 2,240 $1.07M 0.07% -1,475 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: 21,648 shares; 2024Q4: 19,183 shares; 2025Q1: not loaded; 2025Q2: 17,155 shares; 2025Q3: 13,999 shares; 2025Q4: 13,702 shares; 2026Q1: 13,565 shares 13,565 $1.05M 0.07% -137 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: 29,756 shares; 2024Q4: 39,794 shares; 2025Q1: not loaded; 2025Q2: 5,785 shares; 2025Q3: 4,764 shares; 2025Q4: 4,611 shares; 2026Q1: 4,637 shares 4,637 $1.05M 0.07% +26 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: 7,020 shares; 2024Q4: 7,428 shares; 2025Q1: not loaded; 2025Q2: 8,931 shares; 2025Q3: 4,662 shares; 2025Q4: 4,594 shares; 2026Q1: 4,540 shares 4,540 $1.04M 0.07% -54 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: 23,345 shares; 2025Q1: not loaded; 2025Q2: 24,284 shares; 2025Q3: 23,145 shares; 2025Q4: 3,485 shares; 2026Q1: 3,133 shares 3,133 $1.03M 0.07% -352 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: 937 shares; 2024Q4: 838 shares; 2025Q1: not loaded; 2025Q2: 690 shares; 2025Q3: 667 shares; 2025Q4: 601 shares; 2026Q1: 2,161 shares 2,161 $1M 0.07% +1,560 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 32,058 shares; 2025Q4: 17,828 shares; 2026Q1: 17,172 shares 17,172 $999K 0.07% -656 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,686 shares; 2024Q4: 39,478 shares; 2025Q1: not loaded; 2025Q2: 37,677 shares; 2025Q3: 38,114 shares; 2025Q4: 38,114 shares; 2026Q1: 37,644 shares 37,644 $974K 0.07% -470 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: 3,840 shares; 2024Q4: 3,379 shares; 2025Q1: not loaded; 2025Q2: 2,508 shares; 2025Q3: 2,434 shares; 2025Q4: 5,311 shares; 2026Q1: 4,908 shares 4,908 $963K 0.07% -403 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 617 shares; 2025Q3: 673 shares; 2025Q4: 2,019 shares; 2026Q1: 2,016 shares 2,016 $957K 0.07% -3 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: 13,883 shares; 2024Q4: 15,649 shares; 2025Q1: not loaded; 2025Q2: 17,430 shares; 2025Q3: 17,811 shares; 2025Q4: 20,326 shares; 2026Q1: 20,916 shares 20,916 $955K 0.07% +590 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: 4,084 shares; 2024Q4: 4,345 shares; 2025Q1: not loaded; 2025Q2: 3,935 shares; 2025Q3: 3,035 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares 2,885 $948K 0.07% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 5,896 shares; 2025Q1: not loaded; 2025Q2: 5,658 shares; 2025Q3: 7,589 shares; 2025Q4: 8,349 shares; 2026Q1: 8,349 shares 8,349 $938K 0.07% 0 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: 5,904 shares; 2024Q4: 5,184 shares; 2025Q1: not loaded; 2025Q2: 5,159 shares; 2025Q3: 5,012 shares; 2025Q4: 5,234 shares; 2026Q1: 5,690 shares 5,690 $936K 0.06% +456 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 loaded; 2025Q2: 1,266 shares; 2025Q3: 85 shares; 2025Q4: 93 shares; 2026Q1: 7,732 shares 7,732 $913K 0.06% +7,639 Timeline BILS 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: 89,929 shares; 2024Q4: 82,247 shares; 2025Q1: not loaded; 2025Q2: 75,765 shares; 2025Q3: 9,061 shares; 2025Q4: 8,594 shares; 2026Q1: 9,137 shares 9,137 $909K 0.06% +543 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: 1,719 shares; 2024Q4: 1,780 shares; 2025Q1: not loaded; 2025Q2: 1,959 shares; 2025Q3: 1,745 shares; 2025Q4: 1,817 shares; 2026Q1: 1,810 shares 1,810 $905K 0.06% -7 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 11,530 shares; 2025Q1: not loaded; 2025Q2: 11,061 shares; 2025Q3: 10,690 shares; 2025Q4: 10,408 shares; 2026Q1: 9,558 shares 9,558 $877K 0.06% -850 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: 2,276 shares; 2024Q4: 2,252 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 1,528 shares; 2025Q4: 1,474 shares; 2026Q1: 1,532 shares 1,532 $863K 0.06% +58 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: 94,339 shares; 2024Q4: 165,494 shares; 2025Q1: not loaded; 2025Q2: 24,536 shares; 2025Q3: 14,739 shares; 2025Q4: 17,188 shares; 2026Q1: 17,134 shares 17,134 $860K 0.06% -54 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 9,867 shares 9,867 $856K 0.06% +9,782 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: 50,575 shares; 2024Q4: 65,977 shares; 2025Q1: not loaded; 2025Q2: 67,722 shares; 2025Q3: 71,535 shares; 2025Q4: 52,745 shares; 2026Q1: 6,420 shares 6,420 $841K 0.06% -46,325 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,223 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,169 shares; 2025Q4: 1,084 shares; 2026Q1: 1,183 shares 1,183 $838K 0.06% +99 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: 24,465 shares; 2024Q4: 22,787 shares; 2025Q1: not loaded; 2025Q2: 20,262 shares; 2025Q3: 21,345 shares; 2025Q4: 21,345 shares; 2026Q1: 15,906 shares 15,906 $836K 0.06% -5,439 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: 5,641 shares; 2024Q4: 6,035 shares; 2025Q1: not loaded; 2025Q2: 5,751 shares; 2025Q3: 6,523 shares; 2025Q4: 5,914 shares; 2026Q1: 5,708 shares 5,708 $825K 0.06% -206 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 196,390 shares; 2025Q4: 279,809 shares; 2026Q1: 19,540 shares 19,540 $806K 0.06% -260,269 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,804 shares 14,804 $790K 0.05% new 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: 2,616 shares; 2024Q4: 2,588 shares; 2025Q1: not loaded; 2025Q2: 1,717 shares; 2025Q3: 1,939 shares; 2025Q4: 1,649 shares; 2026Q1: 1,587 shares 1,587 $780K 0.05% -62 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: 8,978 shares; 2024Q4: 7,976 shares; 2025Q1: not loaded; 2025Q2: 8,132 shares; 2025Q3: 5,904 shares; 2025Q4: 6,352 shares; 2026Q1: 6,272 shares 6,272 $780K 0.05% -80 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 360 shares; 2025Q3: 63,796 shares; 2025Q4: 27,200 shares; 2026Q1: 25,971 shares 25,971 $757K 0.05% -1,229 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: 39,498 shares; 2024Q4: 6,970 shares; 2025Q1: not loaded; 2025Q2: 5,086 shares; 2025Q3: 3,507 shares; 2025Q4: 15,251 shares; 2026Q1: 5,440 shares 5,440 $723K 0.05% -9,811 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $720K 0.05% 0 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: 7,211 shares; 2024Q4: 7,116 shares; 2025Q1: not loaded; 2025Q2: 6,810 shares; 2025Q3: 6,096 shares; 2025Q4: 6,243 shares; 2026Q1: 6,694 shares 6,694 $687K 0.05% +451 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: 16,663 shares; 2024Q4: 16,800 shares; 2025Q1: not loaded; 2025Q2: 13,524 shares; 2025Q3: 13,865 shares; 2025Q4: 13,817 shares; 2026Q1: 13,933 shares 13,933 $679K 0.05% +116 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: 17,310 shares; 2024Q4: 22,006 shares; 2025Q1: not loaded; 2025Q2: 26,781 shares; 2025Q3: 24,337 shares; 2025Q4: 2,553 shares; 2026Q1: 2,437 shares 2,437 $664K 0.05% -116 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: 2,840 shares; 2024Q4: 2,667 shares; 2025Q1: not loaded; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 1,897 shares; 2026Q1: 1,918 shares 1,918 $655K 0.05% +21 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: 7,339 shares; 2024Q4: 5,368 shares; 2025Q1: not loaded; 2025Q2: 4,363 shares; 2025Q3: 3,551 shares; 2025Q4: 3,551 shares; 2026Q1: 3,544 shares 3,544 $646K 0.04% -7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,332 shares; 2025Q1: not loaded; 2025Q2: 1,093 shares; 2025Q3: 1,089 shares; 2025Q4: 1,066 shares; 2026Q1: 1,053 shares 1,053 $636K 0.04% -13 Timeline MOAT 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 loaded; 2025Q2: 370 shares; 2025Q3: 16,318 shares; 2025Q4: 6,491 shares; 2026Q1: 6,464 shares 6,464 $625K 0.04% -27 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: 2,247 shares; 2024Q4: 2,318 shares; 2025Q1: not loaded; 2025Q2: 1,940 shares; 2025Q3: 2,174 shares; 2025Q4: 2,126 shares; 2026Q1: 1,934 shares 1,934 $620K 0.04% -192 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 322 shares; 2025Q3: 294 shares; 2025Q4: 498 shares; 2026Q1: 702 shares 702 $612K 0.04% +204 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: 3,536 shares; 2024Q4: 2,534 shares; 2025Q1: not loaded; 2025Q2: 2,579 shares; 2025Q3: 2,761 shares; 2025Q4: 2,724 shares; 2026Q1: 2,585 shares 2,585 $611K 0.04% -139 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: 266,963 shares; 2024Q4: 344,359 shares; 2025Q1: not loaded; 2025Q2: 357,608 shares; 2025Q3: 32,820 shares; 2025Q4: 18,619 shares; 2026Q1: 17,974 shares 17,974 $603K 0.04% -645 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: 89,369 shares; 2024Q4: 116,797 shares; 2025Q1: not loaded; 2025Q2: 8,491 shares; 2025Q3: 8,043 shares; 2025Q4: 6,872 shares; 2026Q1: 6,720 shares 6,720 $602K 0.04% -152 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 65,520 shares; 2025Q1: not loaded; 2025Q2: 53,185 shares; 2025Q3: 51,539 shares; 2025Q4: 9,278 shares; 2026Q1: 5,858 shares 5,858 $587K 0.04% -3,420 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,622 shares; 2025Q1: not loaded; 2025Q2: 10,817 shares; 2025Q3: 11,567 shares; 2025Q4: 11,494 shares; 2026Q1: 11,087 shares 11,087 $584K 0.04% -407 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: 1,922 shares; 2024Q4: 1,914 shares; 2025Q1: not loaded; 2025Q2: 1,997 shares; 2025Q3: 2,454 shares; 2025Q4: 1,772 shares; 2026Q1: 1,870 shares 1,870 $581K 0.04% +98 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: 1,332 shares; 2024Q4: 1,428 shares; 2025Q1: not loaded; 2025Q2: 1,446 shares; 2025Q3: 1,399 shares; 2025Q4: 2,133 shares; 2026Q1: 2,041 shares 2,041 $579K 0.04% -92 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,951 shares; 2025Q1: not loaded; 2025Q2: 1,873 shares; 2025Q3: 1,757 shares; 2025Q4: 1,881 shares; 2026Q1: 1,769 shares 1,769 $577K 0.04% -112 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: 297 shares; 2024Q4: 330 shares; 2025Q1: not loaded; 2025Q2: 428 shares; 2025Q3: 300 shares; 2025Q4: 453 shares; 2026Q1: 425 shares 425 $561K 0.04% -28 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 879 shares; 2025Q1: not loaded; 2025Q2: 1,497 shares; 2025Q3: 1,349 shares; 2025Q4: 1,361 shares; 2026Q1: 1,316 shares 1,316 $561K 0.04% -45 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,483 shares; 2025Q1: not loaded; 2025Q2: 2,672 shares; 2025Q3: 2,669 shares; 2025Q4: 2,544 shares; 2026Q1: 2,591 shares 2,591 $533K 0.04% +47 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,693 shares; 2025Q1: not loaded; 2025Q2: 1,282 shares; 2025Q3: 1,121 shares; 2025Q4: 1,173 shares; 2026Q1: 1,331 shares 1,331 $520K 0.04% +158 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,094 shares; 2025Q1: not loaded; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,574 shares; 2026Q1: 3,426 shares 3,426 $519K 0.04% -148 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: 9,996 shares; 2024Q4: 11,231 shares; 2025Q1: not loaded; 2025Q2: 9,623 shares; 2025Q3: 9,022 shares; 2025Q4: 9,279 shares; 2026Q1: 6,240 shares 6,240 $515K 0.04% -3,039 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,541 shares; 2024Q4: 102,729 shares; 2025Q1: not loaded; 2025Q2: 5,500 shares; 2025Q3: 5,118 shares; 2025Q4: 7,318 shares; 2026Q1: 7,210 shares 7,210 $514K 0.04% -108 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,731 shares; 2024Q4: 11,779 shares; 2025Q1: not loaded; 2025Q2: 11,379 shares; 2025Q3: 10,112 shares; 2025Q4: 13,548 shares; 2026Q1: 13,447 shares 13,447 $509K 0.04% -101 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,444 shares; 2025Q1: not loaded; 2025Q2: 6,929 shares; 2025Q3: 6,338 shares; 2025Q4: 6,122 shares; 2026Q1: 5,030 shares 5,030 $506K 0.04% -1,092 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,079 shares; 2025Q3: 1,404 shares; 2025Q4: 1,173 shares; 2026Q1: 1,487 shares 1,487 $502K 0.03% +314 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,059 shares; 2025Q3: 14,976 shares; 2025Q4: 6,785 shares; 2026Q1: 6,438 shares 6,438 $479K 0.03% -347 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48 shares; 2025Q3: 62,856 shares; 2025Q4: 18,807 shares; 2026Q1: 18,564 shares 18,564 $466K 0.03% -243 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: not loaded; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $448K 0.03% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 19,581 shares; 2025Q4: 5,708 shares; 2026Q1: 5,268 shares 5,268 $447K 0.03% -440 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: not reported; 2024Q4: 2,456 shares; 2025Q1: not loaded; 2025Q2: 2,455 shares; 2025Q3: 2,585 shares; 2025Q4: 4,102 shares; 2026Q1: 5,024 shares 5,024 $446K 0.03% +922 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: 33,209 shares; 2024Q4: 73,378 shares; 2025Q1: not loaded; 2025Q2: 3,003 shares; 2025Q3: 2,444 shares; 2025Q4: 1,732 shares; 2026Q1: 1,131 shares 1,131 $443K 0.03% -601 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,638 shares; 2025Q1: not loaded; 2025Q2: 134,724 shares; 2025Q3: 138,119 shares; 2025Q4: 13,022 shares; 2026Q1: 8,258 shares 8,258 $442K 0.03% -4,764 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: 4,284 shares; 2024Q4: 51,098 shares; 2025Q1: not loaded; 2025Q2: 83,845 shares; 2025Q3: 12,576 shares; 2025Q4: 4,163 shares; 2026Q1: 3,632 shares 3,632 $440K 0.03% -531 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: not reported; 2025Q1: not loaded; 2025Q2: 741 shares; 2025Q3: 1,069 shares; 2025Q4: 3,236 shares; 2026Q1: 3,346 shares 3,346 $439K 0.03% +110 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,424 shares; 2025Q1: not loaded; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares; 2026Q1: 1,364 shares 1,364 $437K 0.03% +1 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: 10,253 shares; 2025Q4: 10,253 shares; 2026Q1: 10,603 shares 10,603 $430K 0.03% +350 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: 5,198 shares; 2024Q4: 3,104 shares; 2025Q1: not loaded; 2025Q2: 3,167 shares; 2025Q3: 3,628 shares; 2025Q4: 3,610 shares; 2026Q1: 5,827 shares 5,827 $429K 0.03% +2,217 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,079 shares; 2024Q4: 17,130 shares; 2025Q1: not loaded; 2025Q2: 14,383 shares; 2025Q3: 14,792 shares; 2025Q4: 14,047 shares; 2026Q1: 13,816 shares 13,816 $419K 0.03% -231 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: 3,909 shares; 2024Q4: 4,628 shares; 2025Q1: not loaded; 2025Q2: 4,729 shares; 2025Q3: 3,671 shares; 2025Q4: 6,764 shares; 2026Q1: 6,817 shares 6,817 $418K 0.03% +53 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 20,335 shares; 2025Q3: 21,043 shares; 2025Q4: 12,839 shares; 2026Q1: 12,681 shares 12,681 $414K 0.03% -158 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: 1,052 shares; 2024Q4: 1,205 shares; 2025Q1: not loaded; 2025Q2: 1,315 shares; 2025Q3: 614 shares; 2025Q4: 579 shares; 2026Q1: 671 shares 671 $414K 0.03% +92 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 312 shares; 2025Q3: 39,570 shares; 2025Q4: 13,864 shares; 2026Q1: 13,490 shares 13,490 $411K 0.03% -374 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,980 shares; 2025Q1: not loaded; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares 8,980 $411K 0.03% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,378 shares; 2025Q1: not loaded; 2025Q2: 43,992 shares; 2025Q3: 46,129 shares; 2025Q4: 48,427 shares; 2026Q1: 1,518 shares 1,518 $403K 0.03% -46,909 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: 3,871 shares; 2024Q4: 3,662 shares; 2025Q1: not loaded; 2025Q2: 4,642 shares; 2025Q3: 4,642 shares; 2025Q4: 8,604 shares; 2026Q1: 8,679 shares 8,679 $398K 0.03% +75 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: 3,836 shares; 2024Q4: 3,738 shares; 2025Q1: not loaded; 2025Q2: 3,063 shares; 2025Q3: 2,671 shares; 2025Q4: 2,535 shares; 2026Q1: 2,536 shares 2,536 $394K 0.03% +1 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares 4,779 $387K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,106 shares; 2025Q3: 3,223 shares; 2025Q4: 5,057 shares; 2026Q1: 5,672 shares 5,672 $387K 0.03% +615 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,819 shares; 2024Q4: 48,019 shares; 2025Q1: not loaded; 2025Q2: 37,489 shares; 2025Q3: 38,189 shares; 2025Q4: 34,289 shares; 2026Q1: 33,989 shares 33,989 $384K 0.03% -300 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: 6,999 shares; 2024Q4: 7,560 shares; 2025Q1: not loaded; 2025Q2: 6,882 shares; 2025Q3: 6,239 shares; 2025Q4: 6,434 shares; 2026Q1: 4,758 shares 4,758 $377K 0.03% -1,676 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 5,642 shares; 2025Q1: not loaded; 2025Q2: 1,953 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892 $374K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 12,419 shares; 2025Q1: not loaded; 2025Q2: 12,301 shares; 2025Q3: 1,536 shares; 2025Q4: 3,785 shares; 2026Q1: 3,790 shares 3,790 $366K 0.03% +5 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,044 shares; 2025Q1: not loaded; 2025Q2: 60,676 shares; 2025Q3: 74,743 shares; 2025Q4: 111,549 shares; 2026Q1: 19,393 shares 19,393 $365K 0.03% -92,156 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: not reported; 2024Q4: 836 shares; 2025Q1: not loaded; 2025Q2: 794 shares; 2025Q3: 415 shares; 2025Q4: 1,255 shares; 2026Q1: 1,250 shares 1,250 $365K 0.03% -5 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: 44,648 shares; 2024Q4: 19,508 shares; 2025Q1: not loaded; 2025Q2: 2,774 shares; 2025Q3: 3,006 shares; 2025Q4: 3,477 shares; 2026Q1: 3,050 shares 3,050 $362K 0.03% -427 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 3,744 shares; 2025Q1: not loaded; 2025Q2: 2,185 shares; 2025Q3: 2,464 shares; 2025Q4: 1,744 shares; 2026Q1: 1,629 shares 1,629 $360K 0.02% -115 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 561 shares 561 $360K 0.02% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $358K 0.02% 0 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: 1,709 shares; 2024Q4: 2,045 shares; 2025Q1: not loaded; 2025Q2: 2,785 shares; 2025Q3: 1,829 shares; 2025Q4: 1,879 shares; 2026Q1: 2,042 shares 2,042 $357K 0.02% +163 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: 6,342 shares; 2024Q4: 13,202 shares; 2025Q1: not loaded; 2025Q2: 5,280 shares; 2025Q3: 4,437 shares; 2025Q4: 1,520 shares; 2026Q1: 1,314 shares 1,314 $355K 0.02% -206 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: 5,150 shares; 2024Q4: 6,350 shares; 2025Q1: not loaded; 2025Q2: 6,710 shares; 2025Q3: 8,834 shares; 2025Q4: 7,834 shares; 2026Q1: 6,710 shares 6,710 $354K 0.02% -1,124 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 4,926 shares; 2025Q1: not loaded; 2025Q2: 4,802 shares; 2025Q3: 1,808 shares; 2025Q4: 1,845 shares; 2026Q1: 1,773 shares 1,773 $352K 0.02% -72 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 9,464 shares; 2025Q4: 7,002 shares; 2026Q1: 7,042 shares 7,042 $351K 0.02% +40 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: 41,254 shares; 2024Q4: 24,215 shares; 2025Q1: not loaded; 2025Q2: 21,381 shares; 2025Q3: 6,491 shares; 2025Q4: 12,863 shares; 2026Q1: 11,995 shares 11,995 $348K 0.02% -868 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: 3,377 shares; 2025Q1: not loaded; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares 5,804 $343K 0.02% 0 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: 18,679 shares; 2024Q4: 6,648 shares; 2025Q1: not loaded; 2025Q2: 6,574 shares; 2025Q3: 7,098 shares; 2025Q4: 7,145 shares; 2026Q1: 6,750 shares 6,750 $342K 0.02% -395 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,001 shares; 2025Q1: not loaded; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 4,801 shares 4,801 $340K 0.02% -200 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,179 shares; 2025Q3: 2,321 shares; 2025Q4: 3,368 shares; 2026Q1: 5,175 shares 5,175 $332K 0.02% +1,807 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 14,684 shares; 2025Q3: 15,624 shares; 2025Q4: 9,304 shares; 2026Q1: 9,174 shares 9,174 $331K 0.02% -130 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,804 shares; 2026Q1: 6,261 shares 6,261 $331K 0.02% -543 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: 1,589 shares; 2024Q4: 1,445 shares; 2025Q1: not loaded; 2025Q2: 1,335 shares; 2025Q3: 3,118 shares; 2025Q4: 1,655 shares; 2026Q1: 1,650 shares 1,650 $328K 0.02% -5 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: 10,676 shares; 2024Q4: 13,491 shares; 2025Q1: not loaded; 2025Q2: 3,184 shares; 2025Q3: 1,230 shares; 2025Q4: 1,114 shares; 2026Q1: 758 shares 758 $328K 0.02% -356 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,250 shares; 2025Q1: not loaded; 2025Q2: 3,958 shares; 2025Q3: 3,398 shares; 2025Q4: 3,614 shares; 2026Q1: 3,378 shares 3,378 $326K 0.02% -236 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: 10,597 shares; 2024Q4: 10,447 shares; 2025Q1: not loaded; 2025Q2: 9,927 shares; 2025Q3: 9,601 shares; 2025Q4: 9,586 shares; 2026Q1: 6,782 shares 6,782 $324K 0.02% -2,804 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 5,634 shares; 2025Q1: not loaded; 2025Q2: 4,077 shares; 2025Q3: 4,328 shares; 2025Q4: 6,059 shares; 2026Q1: 5,868 shares 5,868 $317K 0.02% -191 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: 244 shares; 2025Q1: not loaded; 2025Q2: 1,210 shares; 2025Q3: 2,169 shares; 2025Q4: 9,675 shares; 2026Q1: 2,991 shares 2,991 $313K 0.02% -6,684 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 2,567 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,550 shares 1,550 $306K 0.02% -7 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: 3,134 shares; 2024Q4: 3,096 shares; 2025Q1: not loaded; 2025Q2: 3,080 shares; 2025Q3: 14,086 shares; 2025Q4: 3,126 shares; 2026Q1: 2,862 shares 2,862 $304K 0.02% -264 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: 5,205 shares; 2024Q4: 4,994 shares; 2025Q1: not loaded; 2025Q2: 3,824 shares; 2025Q3: 6,004 shares; 2025Q4: 5,007 shares; 2026Q1: 5,007 shares 5,007 $304K 0.02% 0 Timeline AVUS 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 loaded; 2025Q2: not reported; 2025Q3: 12,072 shares; 2025Q4: 3,309 shares; 2026Q1: 2,702 shares 2,702 $300K 0.02% -607 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: 2,322 shares; 2024Q4: 2,420 shares; 2025Q1: not loaded; 2025Q2: 2,482 shares; 2025Q3: 2,632 shares; 2025Q4: 2,864 shares; 2026Q1: 2,792 shares 2,792 $295K 0.02% -72 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 11,616 shares; 2025Q1: not loaded; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,616 shares; 2026Q1: 11,407 shares 11,407 $292K 0.02% -209 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: 9,465 shares; 2024Q4: 8,020 shares; 2025Q1: not loaded; 2025Q2: 6,296 shares; 2025Q3: 6,296 shares; 2025Q4: 5,884 shares; 2026Q1: 5,884 shares 5,884 $291K 0.02% 0 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 loaded; 2025Q2: 1,135 shares; 2025Q3: 1,035 shares; 2025Q4: 3,223 shares; 2026Q1: 3,085 shares 3,085 $286K 0.02% -138 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: 1,398 shares; 2024Q4: 1,245 shares; 2025Q1: not loaded; 2025Q2: 949 shares; 2025Q3: 1,014 shares; 2025Q4: 985 shares; 2026Q1: 1,061 shares 1,061 $283K 0.02% +76 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: 3,979 shares; 2024Q4: 3,657 shares; 2025Q1: not loaded; 2025Q2: 3,851 shares; 2025Q3: 3,469 shares; 2025Q4: 3,788 shares; 2026Q1: 3,671 shares 3,671 $279K 0.02% -117 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: not reported; 2024Q4: 6,152 shares; 2025Q1: not loaded; 2025Q2: 6,941 shares; 2025Q3: 1,631 shares; 2025Q4: 1,539 shares; 2026Q1: 1,513 shares 1,513 $275K 0.02% -26 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 20,367 shares; 2025Q3: 21,147 shares; 2025Q4: 21,147 shares; 2026Q1: 21,147 shares 21,147 $271K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 4,728 shares; 2026Q1: 4,728 shares 4,728 $270K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 424 shares; 2025Q3: 404 shares; 2025Q4: 987 shares; 2026Q1: 883 shares 883 $267K 0.02% -104 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $266K 0.02% 0 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: 5,251 shares; 2024Q4: 4,811 shares; 2025Q1: not loaded; 2025Q2: 3,601 shares; 2025Q3: 4,521 shares; 2025Q4: 3,303 shares; 2026Q1: 3,303 shares 3,303 $265K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,040 shares; 2025Q1: not loaded; 2025Q2: 101,165 shares; 2025Q3: 4,824 shares; 2025Q4: 3,055 shares; 2026Q1: 3,288 shares 3,288 $263K 0.02% +233 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: not reported; 2025Q1: not loaded; 2025Q2: 512 shares; 2025Q3: 665 shares; 2025Q4: 616 shares; 2026Q1: 991 shares 991 $260K 0.02% +375 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,808 shares; 2025Q1: not loaded; 2025Q2: 3,476 shares; 2025Q3: 3,497 shares; 2025Q4: 3,070 shares; 2026Q1: 3,275 shares 3,275 $257K 0.02% +205 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: 1,108 shares; 2024Q4: 1,292 shares; 2025Q1: not loaded; 2025Q2: 1,294 shares; 2025Q3: 743 shares; 2025Q4: 860 shares; 2026Q1: 894 shares 894 $257K 0.02% +34 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,032 shares; 2024Q4: 8,423 shares; 2025Q1: not loaded; 2025Q2: 6,550 shares; 2025Q3: 4,818 shares; 2025Q4: 4,651 shares; 2026Q1: 4,453 shares 4,453 $257K 0.02% -198 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 718 shares; 2025Q3: 7,146 shares; 2025Q4: 1,420 shares; 2026Q1: 1,337 shares 1,337 $257K 0.02% -83 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 4,888 shares; 2025Q1: not loaded; 2025Q2: 3,531 shares; 2025Q3: 3,323 shares; 2025Q4: 3,639 shares; 2026Q1: 3,543 shares 3,543 $254K 0.02% -96 Timeline PFFV 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: 21,623 shares; 2024Q4: 20,207 shares; 2025Q1: not loaded; 2025Q2: 16,696 shares; 2025Q3: 14,563 shares; 2025Q4: 13,944 shares; 2026Q1: 11,630 shares 11,630 $254K 0.02% -2,314 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 1,184 shares; 2025Q1: not loaded; 2025Q2: 921 shares; 2025Q3: 763 shares; 2025Q4: 791 shares; 2026Q1: 734 shares 734 $252K 0.02% -57 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,040 shares; 2025Q1: not loaded; 2025Q2: 2,720 shares; 2025Q3: 2,765 shares; 2025Q4: 2,067 shares; 2026Q1: 1,709 shares 1,709 $247K 0.02% -358 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 1,005 shares; 2026Q1: 1,004 shares 1,004 $245K 0.02% -1 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,032 shares; 2025Q1: not loaded; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares 3,307 $244K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 282 shares; 2025Q3: 5,026 shares; 2025Q4: 4,675 shares; 2026Q1: 4,387 shares 4,387 $244K 0.02% -288 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 10,246 shares; 2025Q1: not loaded; 2025Q2: 12,236 shares; 2025Q3: 4,613 shares; 2025Q4: 1,496 shares; 2026Q1: 1,574 shares 1,574 $241K 0.02% +78 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 577 shares; 2025Q3: 2,912 shares; 2025Q4: 1,020 shares; 2026Q1: 999 shares 999 $240K 0.02% -21 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,146 shares; 2025Q3: 1,004 shares; 2025Q4: 1,794 shares; 2026Q1: 2,585 shares 2,585 $240K 0.02% +791 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,542 shares; 2026Q1: 1,543 shares 1,543 $239K 0.02% +1 Timeline IPAC ISHARES 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 loaded; 2025Q2: 1,484 shares; 2025Q3: 1,178 shares; 2025Q4: 3,355 shares; 2026Q1: 3,096 shares 3,096 $237K 0.02% -259 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,176 shares; 2025Q1: not loaded; 2025Q2: 4,808 shares; 2025Q3: 5,139 shares; 2025Q4: 5,139 shares; 2026Q1: 4,036 shares 4,036 $234K 0.02% -1,103 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 28,647 shares; 2025Q1: not loaded; 2025Q2: 28,436 shares; 2025Q3: 28,736 shares; 2025Q4: 5,236 shares; 2026Q1: 5,236 shares 5,236 $233K 0.02% 0 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $232K 0.02% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,204 shares; 2024Q4: 254,593 shares; 2025Q1: not loaded; 2025Q2: 8,850 shares; 2025Q3: 7,984 shares; 2025Q4: 6,840 shares; 2026Q1: 5,657 shares 5,657 $229K 0.02% -1,183 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,046 shares; 2025Q3: 816 shares; 2025Q4: 867 shares; 2026Q1: 1,070 shares 1,070 $229K 0.02% +203 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,896 shares; 2024Q4: 118,509 shares; 2025Q1: not loaded; 2025Q2: 22,807 shares; 2025Q3: 6,038 shares; 2025Q4: 4,807 shares; 2026Q1: 4,597 shares 4,597 $222K 0.02% -210 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: not reported; 2024Q4: 4,037 shares; 2025Q1: not loaded; 2025Q2: 2,961 shares; 2025Q3: 2,961 shares; 2025Q4: 3,356 shares; 2026Q1: 3,361 shares 3,361 $222K 0.02% +5 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,406 shares; 2025Q1: not loaded; 2025Q2: 6,406 shares; 2025Q3: 4,590 shares; 2025Q4: 4,680 shares; 2026Q1: 4,699 shares 4,699 $221K 0.02% +19 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,048 shares; 2025Q1: not loaded; 2025Q2: 5,048 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 4,545 shares 4,545 $220K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 350 shares; 2025Q3: 1,502 shares; 2025Q4: 916 shares; 2026Q1: 877 shares 877 $220K 0.02% -39 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 572 shares; 2025Q3: 847 shares; 2025Q4: 1,489 shares; 2026Q1: 1,498 shares 1,498 $217K 0.02% +9 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,112 shares; 2025Q3: 5,058 shares; 2025Q4: 4,469 shares; 2026Q1: 2,184 shares 2,184 $216K 0.02% -2,285 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: 2,497 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,056 shares 1,056 $214K 0.01% +48 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,668 shares; 2025Q4: 2,546 shares; 2026Q1: 2,529 shares 2,529 $214K 0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 444 shares; 2025Q3: 425 shares; 2025Q4: 1,078 shares; 2026Q1: 975 shares 975 $212K 0.01% -103 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 360 shares; 2025Q3: 2,860 shares; 2025Q4: 2,458 shares; 2026Q1: 2,712 shares 2,712 $209K 0.01% +254 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 232 shares; 2025Q3: 267 shares; 2025Q4: 299 shares; 2026Q1: 300 shares 300 $205K 0.01% +1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 3,332 shares; 2025Q1: not loaded; 2025Q2: 3,172 shares; 2025Q3: 2,338 shares; 2025Q4: 2,676 shares; 2026Q1: 2,721 shares 2,721 $204K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares; 2026Q1: 3,527 shares 3,527 $201K 0.01% +432 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 1,929 shares; 2025Q1: not loaded; 2025Q2: 1,058 shares; 2025Q3: 854 shares; 2025Q4: 1,045 shares; 2026Q1: 953 shares 953 $198K 0.01% -92 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,453 shares; 2025Q1: not loaded; 2025Q2: 2,470 shares; 2025Q3: 1,280 shares; 2025Q4: 1,130 shares; 2026Q1: 1,134 shares 1,134 $197K 0.01% +4 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,034 shares; 2025Q1: not loaded; 2025Q2: 7,881 shares; 2025Q3: 9,819 shares; 2025Q4: 10,076 shares; 2026Q1: 8,288 shares 8,288 $196K 0.01% -1,788 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 339 shares; 2025Q3: 4,157 shares; 2025Q4: 1,065 shares; 2026Q1: 923 shares 923 $195K 0.01% -142 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,275 shares; 2025Q3: 1,548 shares; 2025Q4: 2,149 shares; 2026Q1: 1,718 shares 1,718 $194K 0.01% -431 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 521 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 989 shares 989 $193K 0.01% +398 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,408 shares; 2025Q3: 1,155 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $192K 0.01% 0 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: not loaded; 2025Q2: 313 shares; 2025Q3: 3,149 shares; 2025Q4: 623 shares; 2026Q1: 592 shares 592 $188K 0.01% -31 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,167 shares; 2025Q3: 982 shares; 2025Q4: 2,881 shares; 2026Q1: 2,655 shares 2,655 $187K 0.01% -226 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,651 shares; 2025Q3: 4,651 shares; 2025Q4: 4,651 shares; 2026Q1: 4,651 shares 4,651 $186K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,043 shares; 2025Q3: 6,471 shares; 2025Q4: 6,352 shares; 2026Q1: 6,354 shares 6,354 $185K 0.01% +2 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,928 shares; 2025Q1: not loaded; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,685 shares; 2026Q1: 1,420 shares 1,420 $181K 0.01% -265 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: 11,571 shares; 2024Q4: 9,949 shares; 2025Q1: not loaded; 2025Q2: 11,263 shares; 2025Q3: 5,279 shares; 2025Q4: 4,317 shares; 2026Q1: 4,317 shares 4,317 $180K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 82 shares; 2025Q3: 234 shares; 2025Q4: 2,395 shares; 2026Q1: 2,410 shares 2,410 $175K 0.01% +15 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: not loaded; 2025Q2: 2,880 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 1,899 shares 1,899 $175K 0.01% +9 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,408 shares; 2025Q3: 6,608 shares; 2025Q4: 6,810 shares; 2026Q1: 7,144 shares 7,144 $174K 0.01% +334 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,112 shares; 2025Q3: 1,018 shares; 2025Q4: 969 shares; 2026Q1: 888 shares 888 $172K 0.01% -81 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,215 shares 1,215 $172K 0.01% -59 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: 2,274 shares; 2024Q4: 2,323 shares; 2025Q1: not loaded; 2025Q2: 1,844 shares; 2025Q3: 1,680 shares; 2025Q4: 1,630 shares; 2026Q1: 1,324 shares 1,324 $171K 0.01% -306 Timeline GDXJ 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 loaded; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares 1,401 $168K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 3,813 shares; 2025Q1: not loaded; 2025Q2: 3,813 shares; 2025Q3: 3,900 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $167K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 7,767 shares; 2025Q4: 9,453 shares; 2026Q1: 10,436 shares 10,436 $165K 0.01% +983 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,650 shares; 2025Q3: 400 shares; 2025Q4: 1,230 shares; 2026Q1: 1,202 shares 1,202 $163K 0.01% -28 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: 1,468 shares; 2024Q4: 5,366 shares; 2025Q1: not loaded; 2025Q2: 3,233 shares; 2025Q3: 1,241 shares; 2025Q4: 1,105 shares; 2026Q1: 1,097 shares 1,097 $161K 0.01% -8 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 274 shares; 2025Q3: 303 shares; 2025Q4: 298 shares; 2026Q1: 299 shares 299 $161K 0.01% +1 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,767 shares; 2024Q4: 10,998 shares; 2025Q1: not loaded; 2025Q2: 6,423 shares; 2025Q3: 4,596 shares; 2025Q4: 2,875 shares; 2026Q1: 2,966 shares 2,966 $158K 0.01% +91 Timeline TOLZ 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 loaded; 2025Q2: 2,122 shares; 2025Q3: 2,309 shares; 2025Q4: 2,311 shares; 2026Q1: 2,625 shares 2,625 $157K 0.01% +314 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: 660 shares; 2024Q4: 942 shares; 2025Q1: not loaded; 2025Q2: 909 shares; 2025Q3: 154 shares; 2025Q4: 178 shares; 2026Q1: 179 shares 179 $154K 0.01% +1 Timeline SPMD 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 loaded; 2025Q2: 171 shares; 2025Q3: 2,543 shares; 2025Q4: 2,611 shares; 2026Q1: 2,580 shares 2,580 $153K 0.01% -31 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: not reported; 2024Q4: 2,672 shares; 2025Q1: not loaded; 2025Q2: 1,907 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,914 shares 1,914 $152K 0.01% +141 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 321 shares; 2026Q1: 320 shares 320 $151K 0.01% -1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 558 shares; 2025Q3: 1,447 shares; 2025Q4: 1,952 shares; 2026Q1: 1,885 shares 1,885 $150K 0.01% -67 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 2,453 shares; 2026Q1: 2,448 shares 2,448 $150K 0.01% -5 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,695 shares; 2025Q3: 1,470 shares; 2025Q4: 1,511 shares; 2026Q1: 1,411 shares 1,411 $150K 0.01% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 13,811 shares; 2025Q1: not loaded; 2025Q2: 14,253 shares; 2025Q3: 1,583 shares; 2025Q4: 711 shares; 2026Q1: 392 shares 392 $149K 0.01% -319 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,260 shares; 2025Q3: 1,181 shares; 2025Q4: 1,673 shares; 2026Q1: 1,576 shares 1,576 $148K 0.01% -97 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $148K 0.01% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $146K 0.01% 0 Timeline HYS 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 loaded; 2025Q2: 746 shares; 2025Q3: 5,512 shares; 2025Q4: 1,843 shares; 2026Q1: 1,566 shares 1,566 $146K 0.01% -277 Timeline IXN ISHARES 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 loaded; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $146K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,903 shares; 2024Q4: 7,634 shares; 2025Q1: not loaded; 2025Q2: 5,738 shares; 2025Q3: 121 shares; 2025Q4: 2,130 shares; 2026Q1: 1,563 shares 1,563 $145K 0.01% -567 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 791 shares; 2025Q3: 546 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $145K 0.01% 0 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 loaded; 2025Q2: 400 shares; 2025Q3: 1,350 shares; 2025Q4: 1,366 shares; 2026Q1: 1,383 shares 1,383 $144K 0.01% +17 Timeline EWW 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: 5,838 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares 1,903 $143K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,838 shares; 2025Q3: 1,853 shares; 2025Q4: 1,859 shares; 2026Q1: 1,844 shares 1,844 $142K 0.01% -15 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 3,694 shares; 2025Q1: not loaded; 2025Q2: 2,793 shares; 2025Q3: 2,818 shares; 2025Q4: 3,286 shares; 2026Q1: 3,061 shares 3,061 $140K 0.01% -225 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: 1,313 shares; 2024Q4: 1,502 shares; 2025Q1: not loaded; 2025Q2: 1,217 shares; 2025Q3: 765 shares; 2025Q4: 730 shares; 2026Q1: 731 shares 731 $139K 0.01% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 432 shares 432 $137K 0.01% +202 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,392 shares; 2025Q4: 3,855 shares; 2026Q1: 3,858 shares 3,858 $137K 0.01% +3 Timeline BUG 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 loaded; 2025Q2: not reported; 2025Q3: 199,059 shares; 2025Q4: 276,895 shares; 2026Q1: 5,419 shares 5,419 $136K 0.01% -271,476 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,192 shares; 2025Q1: not loaded; 2025Q2: 4,219 shares; 2025Q3: 2,408 shares; 2025Q4: 705 shares; 2026Q1: 458 shares 458 $134K 0.01% -247 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 2,046 shares; 2025Q1: not loaded; 2025Q2: 2,074 shares; 2025Q3: 300 shares; 2025Q4: 226 shares; 2026Q1: 228 shares 228 $134K 0.01% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 975 shares; 2025Q3: 502 shares; 2025Q4: 1,697 shares; 2026Q1: 2,601 shares 2,601 $134K 0.01% +904 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: 1,145 shares; 2024Q4: 1,198 shares; 2025Q1: not loaded; 2025Q2: 389 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 146 shares 146 $131K 0.01% -10 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 46,000 shares; 2026Q1: 46,000 shares 46,000 $131K 0.01% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,271 shares; 2024Q4: 216,094 shares; 2025Q1: not loaded; 2025Q2: 9,097 shares; 2025Q3: 4,839 shares; 2025Q4: 4,629 shares; 2026Q1: 2,788 shares 2,788 $130K 0.01% -1,841 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 277 shares; 2026Q1: 369 shares 369 $127K 0.01% +92 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 2,202 shares; 2025Q3: 271 shares; 2025Q4: 283 shares; 2026Q1: 275 shares 275 $127K 0.01% -8 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 7,061 shares; 2025Q1: not loaded; 2025Q2: 6,027 shares; 2025Q3: 7,084 shares; 2025Q4: 6,839 shares; 2026Q1: 4,229 shares 4,229 $123K 0.01% -2,610 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237 $123K 0.01% 0 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: not reported; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 70 shares; 2026Q1: 525 shares 525 $121K 0.01% +455 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,420 shares; 2025Q1: not loaded; 2025Q2: 26,470 shares; 2025Q3: 26,720 shares; 2025Q4: 26,720 shares; 2026Q1: 6,303 shares 6,303 $121K 0.01% -20,417 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 loaded; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $120K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 428 shares; 2025Q3: 378 shares; 2025Q4: 418 shares; 2026Q1: 428 shares 428 $120K 0.01% +10 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: not loaded; 2025Q2: 21,200 shares; 2025Q3: 21,258 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $119K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 825 shares; 2025Q3: 893 shares; 2025Q4: 1,089 shares; 2026Q1: 1,086 shares 1,086 $119K 0.01% -3 Timeline BOND 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 loaded; 2025Q2: 26 shares; 2025Q3: 18,314 shares; 2025Q4: 1,543 shares; 2026Q1: 1,287 shares 1,287 $119K 0.01% -256 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $118K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: not loaded; 2025Q2: 1,648 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 686 shares 686 $116K 0.01% +5 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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 loaded; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $116K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,166 shares; 2026Q1: 991 shares 991 $114K 0.01% -175 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,920 shares; 2026Q1: 1,687 shares 1,687 $114K 0.01% -233 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: 4,560 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 41,472 shares; 2025Q4: 2,900 shares; 2026Q1: 2,437 shares 2,437 $113K 0.01% -463 Timeline URA 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 loaded; 2025Q2: 1,677 shares; 2025Q3: 1,234 shares; 2025Q4: 154,714 shares; 2026Q1: 2,277 shares 2,277 $110K 0.01% -152,437 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 loaded; 2025Q2: 4,189 shares; 2025Q3: 1,221 shares; 2025Q4: 5,808 shares; 2026Q1: 5,708 shares 5,708 $110K 0.01% -100 Timeline ESGV 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 loaded; 2025Q2: 1,578 shares; 2025Q3: 1,354 shares; 2025Q4: 1,704 shares; 2026Q1: 970 shares 970 $109K 0.01% -734 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 loaded; 2025Q2: 11,099 shares; 2025Q3: 11,099 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $108K 0.01% 0 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 loaded; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 1,011 shares; 2026Q1: 1,111 shares 1,111 $107K 0.01% +100 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,147 shares; 2025Q3: 9,300 shares; 2025Q4: 4,959 shares; 2026Q1: 960 shares 960 $107K 0.01% -3,999 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 571 shares; 2026Q1: 518 shares 518 $106K 0.01% -53 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,229 shares; 2025Q3: 1,793 shares; 2025Q4: 970 shares; 2026Q1: 947 shares 947 $105K 0.01% -23 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 40,308 shares 40,308 $105K 0.01% +30,308 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares 2,064 $105K 0.01% 0 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 loaded; 2025Q2: 686 shares; 2025Q3: 1,053 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $104K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,111 shares; 2025Q3: 1,079 shares; 2025Q4: 1,015 shares; 2026Q1: 1,011 shares 1,011 $104K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,217 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613 $103K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 469 shares; 2025Q3: 446 shares; 2025Q4: 751 shares; 2026Q1: 707 shares 707 $103K 0.01% -44 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,782 shares; 2026Q1: 1,782 shares 1,782 $102K 0.01% 0 Timeline SPXU 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $101K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 289 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $101K 0.01% 0 Timeline EWL 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 756 shares; 2025Q3: 582 shares; 2025Q4: 1,896 shares; 2026Q1: 1,717 shares 1,717 $101K 0.01% -179 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 loaded; 2025Q2: 177 shares; 2025Q3: 229 shares; 2025Q4: 228 shares; 2026Q1: 231 shares 231 $100K 0.01% +3 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 loaded; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 157 shares 157 $99.7K 0.01% +155 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,296 shares; 2025Q3: 1,289 shares; 2025Q4: 1,257 shares; 2026Q1: 1,057 shares 1,057 $98.9K 0.01% -200 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares 2,389 $98.9K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 2,220 shares; 2026Q1: 2,108 shares 2,108 $98.9K 0.01% -112 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: 4,947 shares; 2024Q4: 2,433 shares; 2025Q1: not loaded; 2025Q2: 2,099 shares; 2025Q3: 718 shares; 2025Q4: 717 shares; 2026Q1: 748 shares 748 $98.7K 0.01% +31 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 598 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 447 shares 447 $97.8K 0.01% +2 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,450 shares 1,450 $97.3K 0.01% +238 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: 4,866 shares; 2024Q4: 4,632 shares; 2025Q1: not loaded; 2025Q2: 3,100 shares; 2025Q3: 5,478 shares; 2025Q4: 105,721 shares; 2026Q1: 1,825 shares 1,825 $96.4K 0.01% -103,896 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 177 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 194 shares 194 $96.1K 0.01% +2 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: not loaded; 2025Q2: 896 shares; 2025Q3: 1,542 shares; 2025Q4: 3,019 shares; 2026Q1: 2,564 shares 2,564 $94.5K 0.01% -455 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 311 shares; 2025Q3: 1,920 shares; 2025Q4: 734 shares; 2026Q1: 1,005 shares 1,005 $94.4K 0.01% +271 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 147 shares; 2026Q1: 134 shares 134 $93.5K 0.01% -13 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 88,616 shares; 2026Q1: 1,280 shares 1,280 $90K 0.01% -87,336 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 138 shares; 2025Q3: 19,946 shares; 2025Q4: 3,039 shares; 2026Q1: 2,904 shares 2,904 $89.9K 0.01% -135 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 16,825 shares 16,825 $89K 0.01% +4,725 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,284 shares; 2025Q3: 1,184 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $88.6K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,329 shares; 2024Q4: 76,183 shares; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,594 shares; 2025Q4: 3,488 shares; 2026Q1: 726 shares 726 $87.7K 0.01% -2,762 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 loaded; 2025Q2: 742 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $86.8K 0.01% 0 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $85.6K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 485 shares; 2025Q3: 384 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $85.4K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,539 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $84.7K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 825 shares; 2025Q3: 673 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $84.1K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 450 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $83.8K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 297 shares 297 $83.7K 0.01% +230 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 6,185 shares 6,185 $83.3K 0.01% +5,185 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,753 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $82K 0.01% 0 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 loaded; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $80.8K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 426 shares 426 $80.8K 0.01% -1 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 489 shares; 2025Q3: 451 shares; 2025Q4: 531 shares; 2026Q1: 406 shares 406 $80.4K 0.01% -125 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,972 shares; 2024Q4: 48,024 shares; 2025Q1: not loaded; 2025Q2: 3,108 shares; 2025Q3: 2,249 shares; 2025Q4: 1,321 shares; 2026Q1: 677 shares 677 $80.1K 0.01% -644 Timeline PSK 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 loaded; 2025Q2: 3,045 shares; 2025Q3: 2,814 shares; 2025Q4: 2,586 shares; 2026Q1: 2,586 shares 2,586 $79.8K 0.01% 0 Timeline XSOE 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 loaded; 2025Q2: not reported; 2025Q3: 22,449 shares; 2025Q4: 2,166 shares; 2026Q1: 1,981 shares 1,981 $79.4K 0.01% -185 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 2,150 shares 2,150 $79.1K 0.01% +1,276 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,168 shares; 2025Q3: 8,221 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $79K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,485 shares; 2025Q3: 1,678 shares; 2025Q4: 1,700 shares; 2026Q1: 1,551 shares 1,551 $79K 0.01% -149 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,581 shares; 2025Q3: 4,005 shares; 2025Q4: 4,114 shares; 2026Q1: 4,114 shares 4,114 $78.8K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 203 shares 203 $78.8K 0.01% +199 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 loaded; 2025Q2: 222 shares; 2025Q3: 193 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares 1,671 $78.5K 0.01% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $78.3K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,133 shares; 2025Q3: 3,367 shares; 2025Q4: 1,867 shares; 2026Q1: 1,647 shares 1,647 $77.7K 0.01% -220 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares 1,672 $77.6K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,484 shares; 2025Q3: 910 shares; 2025Q4: 3,383 shares; 2026Q1: 3,368 shares 3,368 $76.4K 0.01% -15 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: 2,097 shares; 2024Q4: 2,493 shares; 2025Q1: not loaded; 2025Q2: 2,605 shares; 2025Q3: 368 shares; 2025Q4: 345 shares; 2026Q1: 348 shares 348 $75.4K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 121 shares; 2025Q3: 81 shares; 2025Q4: 121 shares; 2026Q1: 122 shares 122 $73.8K 0.01% +1 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: not reported; 2024Q4: 1,981 shares; 2025Q1: not loaded; 2025Q2: 2,341 shares; 2025Q3: 90 shares; 2025Q4: 428 shares; 2026Q1: 456 shares 456 $73.7K 0.01% +28 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: 14,109 shares; 2024Q4: 17,234 shares; 2025Q1: not loaded; 2025Q2: 11,314 shares; 2025Q3: 3,568 shares; 2025Q4: 2,614 shares; 2026Q1: 2,616 shares 2,616 $73.5K 0.01% +2 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: 2,185 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,996 shares; 2026Q1: 1,998 shares 1,998 $73.4K 0.01% +2 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,382 shares; 2025Q4: 920 shares; 2026Q1: 909 shares 909 $73.2K 0.01% -11 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares 1,845 $73.2K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 378 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 400 shares 400 $72.9K 0.01% +5 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 650 shares 650 $72.9K 0.01% +50 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares 2,108 $72.6K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 486 shares; 2025Q3: 246 shares; 2025Q4: 184 shares; 2026Q1: 354 shares 354 $71.9K <0.01% +170 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $71.8K <0.01% 0 Timeline IYT ISHARES 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: 91,130 shares; 2025Q1: not loaded; 2025Q2: 94,990 shares; 2025Q3: 5,114 shares; 2025Q4: 2,237 shares; 2026Q1: 961 shares 961 $71.7K <0.01% -1,276 Timeline KNG 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 loaded; 2025Q2: 80 shares; 2025Q3: 60 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares 1,471 $71.7K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: not loaded; 2025Q2: 499 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 292 shares 292 $71.3K <0.01% +2 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: 10,912 shares; 2024Q4: 9,656 shares; 2025Q1: not loaded; 2025Q2: 8,244 shares; 2025Q3: 1,535 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $71.2K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 149,021 shares; 2025Q4: 2,754 shares; 2026Q1: 2,998 shares 2,998 $69.6K <0.01% +244 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,040 shares; 2024Q4: 164,379 shares; 2025Q1: not loaded; 2025Q2: 193,545 shares; 2025Q3: 204,077 shares; 2025Q4: 5,651 shares; 2026Q1: 2,266 shares 2,266 $69.6K <0.01% -3,385 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $69.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,496 shares; 2025Q3: 2,796 shares; 2025Q4: 4,245 shares; 2026Q1: 2,766 shares 2,766 $68.5K <0.01% -1,479 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 loaded; 2025Q2: 443 shares; 2025Q3: 316 shares; 2025Q4: 338 shares; 2026Q1: 234 shares 234 $68K <0.01% -104 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 428 shares; 2026Q1: 569 shares 569 $67.5K <0.01% +141 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 521 shares; 2025Q3: 7,134 shares; 2025Q4: 1,470 shares; 2026Q1: 1,402 shares 1,402 $67.4K <0.01% -68 Timeline IYZ ISHARES 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 loaded; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $66.8K <0.01% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $66.5K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 473 shares; 2025Q3: 639 shares; 2025Q4: 602 shares; 2026Q1: 466 shares 466 $66.4K <0.01% -136 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 loaded; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 900 shares; 2026Q1: 904 shares 904 $66.2K <0.01% +4 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,511 shares; 2024Q4: 19,511 shares; 2025Q1: not loaded; 2025Q2: 19,074 shares; 2025Q3: 19,074 shares; 2025Q4: 19,074 shares; 2026Q1: 19,074 shares 19,074 $65K <0.01% 0 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: 5,304 shares; 2024Q4: 5,342 shares; 2025Q1: not loaded; 2025Q2: 366 shares; 2025Q3: 1,684 shares; 2025Q4: 845 shares; 2026Q1: 749 shares 749 $64.9K <0.01% -96 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: 3,964 shares; 2024Q4: 3,963 shares; 2025Q1: not loaded; 2025Q2: 3,960 shares; 2025Q3: 490 shares; 2025Q4: 525 shares; 2026Q1: 505 shares 505 $63.7K <0.01% -20 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 836 shares 836 $63.7K <0.01% -119 Timeline VPL 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 loaded; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 677 shares; 2026Q1: 648 shares 648 $63.3K <0.01% -29 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $63.1K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,431 shares; 2025Q3: 1,183 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $63K <0.01% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,269 shares; 2025Q4: 1,154 shares; 2026Q1: 1,160 shares 1,160 $62.6K <0.01% +6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 617 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $62.5K <0.01% 0 Timeline IEO ISHARES 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 loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $62.5K <0.01% 0 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: 10,852 shares; 2024Q4: 8,233 shares; 2025Q1: not loaded; 2025Q2: 8,168 shares; 2025Q3: 1,061 shares; 2025Q4: 304 shares; 2026Q1: 296 shares 296 $62.2K <0.01% -8 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,568 shares; 2025Q1: not loaded; 2025Q2: 7,457 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares; 2026Q1: 4,861 shares 4,861 $61.5K <0.01% -2,099 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares; 2026Q1: 2,493 shares 2,493 $60.5K <0.01% -1,750 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $60.4K <0.01% 0 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 loaded; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 1,343 shares; 2026Q1: 1,345 shares 1,345 $60.3K <0.01% +2 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 276 shares 276 $59.8K <0.01% +4 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 331 shares 331 $59.6K <0.01% +327 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036 $58.8K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,277 shares; 2024Q4: 5,669 shares; 2025Q1: not loaded; 2025Q2: 3,623 shares; 2025Q3: 2,461 shares; 2025Q4: 1,445 shares; 2026Q1: 1,161 shares 1,161 $58.8K <0.01% -284 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453 $58.4K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,247 shares; 2025Q1: not loaded; 2025Q2: 3,091 shares; 2025Q3: 1,672 shares; 2025Q4: 555 shares; 2026Q1: 600 shares 600 $58.3K <0.01% +45 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,560 shares; 2025Q3: 5,360 shares; 2025Q4: 5,360 shares; 2026Q1: 4,830 shares 4,830 $58.2K <0.01% -530 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 624 shares; 2026Q1: 621 shares 621 $58K <0.01% -3 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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 loaded; 2025Q2: 2,724 shares; 2025Q3: 2,745 shares; 2025Q4: 2,767 shares; 2026Q1: 2,787 shares 2,787 $57.7K <0.01% +20 Timeline MDYG 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 loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 603 shares; 2026Q1: 600 shares 600 $57.6K <0.01% -3 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 573 shares 573 $57.4K <0.01% +11 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142 $56.7K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 217 shares; 2026Q1: 207 shares 207 $56.5K <0.01% -10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $56.4K <0.01% 0 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $55.5K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 592 shares; 2025Q3: 740 shares; 2025Q4: 887 shares; 2026Q1: 885 shares 885 $55.5K <0.01% -2 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,991 shares; 2024Q4: 3,370 shares; 2025Q1: not loaded; 2025Q2: 2,290 shares; 2025Q3: 1,183 shares; 2025Q4: 601 shares; 2026Q1: 367 shares 367 $55.1K <0.01% -234 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,297 shares; 2026Q1: 4,384 shares 4,384 $54.8K <0.01% -2,913 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $53.9K <0.01% +3 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 loaded; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,230 shares; 2026Q1: 2,931 shares 2,931 $53.6K <0.01% +701 Timeline SPTI 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 loaded; 2025Q2: 1,804 shares; 2025Q3: 4,133 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares 1,845 $52.9K <0.01% 0 Timeline