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: 713,712 shares; 2024Q4: 1,647,966 shares; 2025Q1: 533,333 shares; 2025Q2: 637,800 shares; 2025Q3: 1,879,535 shares; 2025Q4: 576,488 shares; 2026Q1: 1,044,993 shares 1,044,993 $95.8M 10.17% +468,505 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: 122,435 shares; 2024Q4: 263,271 shares; 2025Q1: 178,107 shares; 2025Q2: 158,416 shares; 2025Q3: 617,591 shares; 2025Q4: 171,715 shares; 2026Q1: 143,747 shares 143,747 $53.2M 5.65% -27,968 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: 270,480 shares; 2024Q4: 568,698 shares; 2025Q1: 294,490 shares; 2025Q2: 276,629 shares; 2025Q3: 1,050,288 shares; 2025Q4: 347,604 shares; 2026Q1: 285,016 shares 285,016 $49.7M 5.28% -62,588 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: 170,552 shares; 2024Q4: 183,398 shares; 2025Q1: 175,777 shares; 2025Q2: 160,319 shares; 2025Q3: 327,944 shares; 2025Q4: 184,308 shares; 2026Q1: 158,322 shares 158,322 $40.2M 4.27% -25,986 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: 376,142 shares; 2024Q4: 768,888 shares; 2025Q1: 430,875 shares; 2025Q2: 440,428 shares; 2025Q3: 1,704,567 shares; 2025Q4: 418,999 shares; 2026Q1: 386,380 shares 386,380 $38.9M 4.13% -32,619 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: 145,642 shares; 2024Q4: 179,744 shares; 2025Q1: 173,395 shares; 2025Q2: 171,024 shares; 2025Q3: 243,103 shares; 2025Q4: 109,786 shares; 2026Q1: 108,435 shares 108,435 $31.2M 3.31% -1,351 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: 134,576 shares; 2024Q4: 156,904 shares; 2025Q1: 153,946 shares; 2025Q2: 144,358 shares; 2025Q3: 257,758 shares; 2025Q4: 146,497 shares; 2026Q1: 149,626 shares 149,626 $31.2M 3.31% +3,129 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: 19,413 shares; 2024Q4: 19,698 shares; 2025Q1: 67,704 shares; 2025Q2: 89,206 shares; 2025Q3: 91,644 shares; 2025Q4: 60,137 shares; 2026Q1: 84,004 shares 84,004 $26M 2.76% +23,867 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: 30,941 shares; 2024Q4: 65,932 shares; 2025Q1: 33,455 shares; 2025Q2: 37,129 shares; 2025Q3: 141,739 shares; 2025Q4: 47,394 shares; 2026Q1: 43,208 shares 43,208 $24.7M 2.63% -4,186 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,946 shares; 2026Q1: 476,196 shares 476,196 $23.4M 2.48% +17,250 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: 78,867 shares; 2024Q4: 85,890 shares; 2025Q1: 668 shares; 2025Q2: 795 shares; 2025Q3: 50,112 shares; 2025Q4: 18,475 shares; 2026Q1: 68,931 shares 68,931 $20.8M 2.21% +50,456 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: 3,418 shares; 2024Q4: 7,427 shares; 2025Q1: 3,906 shares; 2025Q2: 3,927 shares; 2025Q3: 32,307 shares; 2025Q4: 19,946 shares; 2026Q1: 19,355 shares 19,355 $19.3M 2.05% -591 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,238 shares 140,238 $17.7M 1.88% new Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,106 shares 317,106 $17.6M 1.87% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290,406 shares 290,406 $17.4M 1.85% new Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,456 shares 70,456 $16.1M 1.71% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,994 shares; 2025Q4: 3,542 shares; 2026Q1: 136,175 shares 136,175 $15.1M 1.6% +132,633 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,370 shares 43,370 $13.1M 1.39% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 52,336 shares; 2025Q1: 29,259 shares; 2025Q2: 35,731 shares; 2025Q3: 124,698 shares; 2025Q4: 35,821 shares; 2026Q1: 40,362 shares 40,362 $12.9M 1.38% +4,541 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731,860 shares; 2026Q1: 610,117 shares 610,117 $12.5M 1.32% -121,743 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: 21,280 shares; 2024Q4: 83,994 shares; 2025Q1: 59,040 shares; 2025Q2: 89,649 shares; 2025Q3: 203,646 shares; 2025Q4: 32,177 shares; 2026Q1: 30,644 shares 30,644 $11.4M 1.21% -1,533 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: 5,320 shares; 2024Q4: 510,860 shares; 2025Q1: 370,909 shares; 2025Q2: 334,421 shares; 2025Q3: 1,110,327 shares; 2025Q4: 420,190 shares; 2026Q1: 141,451 shares 141,451 $10.8M 1.14% -278,739 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: 10,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,488 shares; 2025Q4: 26,867 shares; 2026Q1: 24,721 shares 24,721 $8.35M 0.89% -2,146 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: 91,241 shares; 2024Q4: 92,177 shares; 2025Q1: 85,073 shares; 2025Q2: 89,368 shares; 2025Q3: 257,651 shares; 2025Q4: 86,380 shares; 2026Q1: 104,550 shares 104,550 $8.11M 0.86% +18,170 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: 11,934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,581 shares; 2025Q4: 39,136 shares; 2026Q1: 37,656 shares 37,656 $8.05M 0.85% -1,480 Timeline FTSM 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: 140,053 shares; 2024Q4: 247,297 shares; 2025Q1: 114,063 shares; 2025Q2: 53,078 shares; 2025Q3: 150,827 shares; 2025Q4: 56,298 shares; 2026Q1: 130,514 shares 130,514 $7.8M 0.83% +74,216 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: not reported; 2024Q4: 10,840 shares; 2025Q1: 7,059 shares; 2025Q2: 6,698 shares; 2025Q3: 17,381 shares; 2025Q4: 8,536 shares; 2026Q1: 17,215 shares 17,215 $7.41M 0.79% +8,679 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,788 shares; 2025Q4: 60,985 shares; 2026Q1: 136,824 shares 136,824 $7.09M 0.75% +75,839 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: 11,929 shares; 2025Q2: 13,730 shares; 2025Q3: 493,323 shares; 2025Q4: 248,110 shares; 2026Q1: 105,453 shares 105,453 $6.62M 0.7% -142,657 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: 15,478 shares; 2024Q4: 24,079 shares; 2025Q1: 24,304 shares; 2025Q2: 23,612 shares; 2025Q3: 118,137 shares; 2025Q4: 15,488 shares; 2026Q1: 12,999 shares 12,999 $6.23M 0.66% -2,489 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,330 shares 154,330 $5.85M 0.62% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 386 shares; 2025Q1: 45,608 shares; 2025Q2: 35,691 shares; 2025Q3: 71,382 shares; 2025Q4: 136,767 shares; 2026Q1: 213,064 shares 213,064 $5.82M 0.62% +76,297 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: 3,801 shares; 2024Q4: 4,998 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 2,999 shares; 2025Q4: 19,800 shares; 2026Q1: 19,605 shares 19,605 $5.77M 0.61% -195 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: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,191 shares; 2026Q1: 59,138 shares 59,138 $5.69M 0.6% +7,947 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: 34,785 shares; 2024Q4: 73,552 shares; 2025Q1: 41,450 shares; 2025Q2: 51,559 shares; 2025Q3: 177,751 shares; 2025Q4: 50,056 shares; 2026Q1: 55,625 shares 55,625 $5.52M 0.59% +5,569 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: 23,645 shares; 2024Q4: 41,796 shares; 2025Q1: 24,499 shares; 2025Q2: 19,000 shares; 2025Q3: 67,177 shares; 2025Q4: 15,668 shares; 2026Q1: 15,433 shares 15,433 $5.52M 0.59% -235 Timeline ILF ISHARES 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: 205 shares; 2025Q1: 21,982 shares; 2025Q2: 16,503 shares; 2025Q3: 49,910 shares; 2025Q4: 54,444 shares; 2026Q1: 149,172 shares 149,172 $5.3M 0.56% +94,728 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,346 shares 107,346 $5.17M 0.55% new 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: 3,212 shares; 2024Q4: 7,011 shares; 2025Q1: 4,107 shares; 2025Q2: 26,865 shares; 2025Q3: 54,245 shares; 2025Q4: 4,202 shares; 2026Q1: 5,616 shares 5,616 $5.17M 0.55% +1,414 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: 24,716 shares; 2024Q4: 24,716 shares; 2025Q1: 15,540 shares; 2025Q2: not reported; 2025Q3: 127,998 shares; 2025Q4: 65,407 shares; 2026Q1: 64,307 shares 64,307 $5.12M 0.54% -1,100 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,622 shares 128,622 $5.11M 0.54% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,398 shares; 2025Q1: 63,464 shares; 2025Q2: not reported; 2025Q3: 32,293 shares; 2025Q4: 16,393 shares; 2026Q1: 15,905 shares 15,905 $5M 0.53% -488 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: not reported; 2024Q4: 8,781 shares; 2025Q1: 10,159 shares; 2025Q2: 19,897 shares; 2025Q3: 110,749 shares; 2025Q4: 100,679 shares; 2026Q1: 22,412 shares 22,412 $4.87M 0.52% -78,267 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: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,602 shares; 2026Q1: 9,835 shares 9,835 $4.53M 0.48% +233 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: 48,265 shares; 2024Q4: 105,540 shares; 2025Q1: 87,317 shares; 2025Q2: 62,050 shares; 2025Q3: 243,977 shares; 2025Q4: 88,343 shares; 2026Q1: 87,463 shares 87,463 $4.39M 0.47% -880 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 104,392 shares; 2025Q2: 59,981 shares; 2025Q3: 119,962 shares; 2025Q4: 129,629 shares; 2026Q1: 80,107 shares 80,107 $4.17M 0.44% -49,522 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: 12,247 shares; 2024Q4: 11,832 shares; 2025Q1: 78,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,462 shares; 2026Q1: 60,773 shares 60,773 $4.01M 0.43% +49,311 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: 108,515 shares; 2024Q4: 16,103 shares; 2025Q1: not reported; 2025Q2: 7,176 shares; 2025Q3: 7,121 shares; 2025Q4: 129,926 shares; 2026Q1: 130,564 shares 130,564 $3.79M 0.4% +638 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,485 shares 94,485 $3.77M 0.4% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,667 shares; 2026Q1: 101,224 shares 101,224 $3.69M 0.39% +1,557 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,136 shares; 2025Q4: 90,647 shares; 2026Q1: 89,641 shares 89,641 $3.52M 0.37% -1,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,282 shares; 2026Q1: 26,362 shares 26,362 $3.45M 0.37% -14,920 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,249 shares; 2024Q4: 66,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,561 shares; 2026Q1: 62,239 shares 62,239 $3.37M 0.36% -32,322 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: 55,184 shares; 2025Q3: 205,418 shares; 2025Q4: 65,544 shares; 2026Q1: 35,351 shares 35,351 $3.3M 0.35% -30,193 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,787 shares; 2024Q4: 148,009 shares; 2025Q1: 128,722 shares; 2025Q2: 51,878 shares; 2025Q3: 234,179 shares; 2025Q4: 79,824 shares; 2026Q1: 80,881 shares 80,881 $3.26M 0.35% +1,057 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,277 shares 46,277 $3.21M 0.34% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264,360 shares; 2025Q2: 215,737 shares; 2025Q3: 352,050 shares; 2025Q4: 208,896 shares; 2026Q1: 31,581 shares 31,581 $3.2M 0.34% -177,315 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: 245 shares; 2025Q1: 38,314 shares; 2025Q2: 19,130 shares; 2025Q3: 38,260 shares; 2025Q4: not reported; 2026Q1: 31,393 shares 31,393 $3.03M 0.32% new 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: 109,993 shares; 2024Q4: 227,802 shares; 2025Q1: 98,314 shares; 2025Q2: 128,899 shares; 2025Q3: 257,798 shares; 2025Q4: 35,072 shares; 2026Q1: 34,475 shares 34,475 $2.99M 0.32% -597 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,879 shares; 2025Q1: 5,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,008 shares; 2026Q1: 33,943 shares 33,943 $2.94M 0.31% +30,935 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,883 shares 114,883 $2.88M 0.31% new 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: not reported; 2024Q4: 2 shares; 2025Q1: 31,126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,747 shares 27,747 $2.87M 0.3% new 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: 21,268 shares; 2024Q4: 47,594 shares; 2025Q1: 29,445 shares; 2025Q2: 28,999 shares; 2025Q3: 102,498 shares; 2025Q4: 28,511 shares; 2026Q1: 35,438 shares 35,438 $2.66M 0.28% +6,927 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: 4,200 shares; 2024Q4: 8,298 shares; 2025Q1: 3,093 shares; 2025Q2: 3,304 shares; 2025Q3: 12,225 shares; 2025Q4: 19,779 shares; 2026Q1: 3,922 shares 3,922 $2.55M 0.27% -15,857 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,836 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,596 shares 24,596 $2.54M 0.27% new 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: 2,251 shares; 2024Q4: 2,398 shares; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 2,354 shares; 2025Q4: 2,745 shares; 2026Q1: 12,475 shares 12,475 $2.54M 0.27% +9,730 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: 160 shares; 2025Q1: 7,907 shares; 2025Q2: 36,276 shares; 2025Q3: 121,571 shares; 2025Q4: 34,924 shares; 2026Q1: 38,903 shares 38,903 $2.49M 0.26% +3,979 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,363 shares; 2024Q4: 65,078 shares; 2025Q1: 34,372 shares; 2025Q2: 37,432 shares; 2025Q3: 130,345 shares; 2025Q4: 40,285 shares; 2026Q1: 46,473 shares 46,473 $2.33M 0.25% +6,188 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 8,473 shares; 2025Q1: 4,534 shares; 2025Q2: 4,667 shares; 2025Q3: 16,666 shares; 2025Q4: 4,511 shares; 2026Q1: 5,279 shares 5,279 $2.31M 0.24% +768 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,047 shares 18,047 $2.3M 0.24% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,204 shares; 2025Q1: 2,675 shares; 2025Q2: 3,545 shares; 2025Q3: 13,649 shares; 2025Q4: 4,483 shares; 2026Q1: 18,403 shares 18,403 $2.29M 0.24% +13,920 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: not reported; 2024Q4: 2,746 shares; 2025Q1: 2,747 shares; 2025Q2: 2,625 shares; 2025Q3: 9,491 shares; 2025Q4: 2,993 shares; 2026Q1: 2,965 shares 2,965 $2.1M 0.22% -28 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,085 shares 34,085 $2.02M 0.21% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: 12,194 shares; 2025Q2: 16,425 shares; 2025Q3: 192,520 shares; 2025Q4: not reported; 2026Q1: 15,101 shares 15,101 $1.99M 0.21% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,302 shares; 2025Q3: 23,964 shares; 2025Q4: not reported; 2026Q1: 28,982 shares 28,982 $1.97M 0.21% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,939 shares 6,939 $1.97M 0.21% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: 8,536 shares; 2025Q3: 25,220 shares; 2025Q4: not reported; 2026Q1: 36,645 shares 36,645 $1.95M 0.21% new 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: 3,106 shares; 2024Q4: 6,433 shares; 2025Q1: 95,440 shares; 2025Q2: 3,467 shares; 2025Q3: 23,369 shares; 2025Q4: 13,406 shares; 2026Q1: 13,100 shares 13,100 $1.89M 0.2% -306 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,458 shares; 2025Q3: 307,192 shares; 2025Q4: 151,156 shares; 2026Q1: 182,282 shares 182,282 $1.78M 0.19% +31,126 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,459 shares; 2025Q4: 74,359 shares; 2026Q1: 76,340 shares 76,340 $1.78M 0.19% +1,981 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: not reported; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,906 shares; 2025Q4: not reported; 2026Q1: 8,127 shares 8,127 $1.71M 0.18% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,729 shares 11,729 $1.7M 0.18% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,496 shares; 2025Q3: 174,992 shares; 2025Q4: not reported; 2026Q1: 66,739 shares 66,739 $1.69M 0.18% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,888 shares 97,888 $1.68M 0.18% new 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: 4,466 shares; 2024Q4: 21,530 shares; 2025Q1: 16,005 shares; 2025Q2: 14,922 shares; 2025Q3: 43,678 shares; 2025Q4: 13,487 shares; 2026Q1: 21,736 shares 21,736 $1.68M 0.18% +8,249 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: not reported; 2024Q4: 907 shares; 2025Q1: 1,611 shares; 2025Q2: 1,699 shares; 2025Q3: 5,448 shares; 2025Q4: 3,674 shares; 2026Q1: 2,904 shares 2,904 $1.68M 0.18% -770 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,961 shares; 2025Q3: 100,603 shares; 2025Q4: 7,617 shares; 2026Q1: 12,008 shares 12,008 $1.67M 0.18% +4,391 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,847 shares 68,847 $1.65M 0.18% new Timeline FDL 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: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,486 shares 32,486 $1.65M 0.18% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,565 shares 92,565 $1.63M 0.17% new 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: not reported; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,869 shares 51,869 $1.59M 0.17% new Timeline RSPG 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: 316 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,418 shares 14,418 $1.58M 0.17% new Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,409 shares 33,409 $1.57M 0.17% new 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: 62 shares; 2025Q1: not reported; 2025Q2: 4,856 shares; 2025Q3: 15,344 shares; 2025Q4: 3,322 shares; 2026Q1: 4,525 shares 4,525 $1.56M 0.17% +1,203 Timeline RPG 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: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,285 shares 33,285 $1.56M 0.17% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,139 shares 18,139 $1.55M 0.16% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,062 shares 16,062 $1.55M 0.16% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,814 shares 49,814 $1.54M 0.16% new Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,931 shares; 2025Q4: 56,315 shares; 2026Q1: 80,975 shares 80,975 $1.5M 0.16% +24,660 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,382 shares; 2025Q2: 26,007 shares; 2025Q3: 78,853 shares; 2025Q4: 31,878 shares; 2026Q1: 27,335 shares 27,335 $1.5M 0.16% -4,543 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: not reported; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,372 shares; 2026Q1: 4,396 shares 4,396 $1.49M 0.16% +2,024 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,120 shares 76,120 $1.48M 0.16% new 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: not reported; 2024Q4: 235 shares; 2025Q1: 1,538 shares; 2025Q2: 2,252 shares; 2025Q3: 8,684 shares; 2025Q4: 3,022 shares; 2026Q1: 2,333 shares 2,333 $1.39M 0.15% -689 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,741 shares; 2025Q1: 48,045 shares; 2025Q2: 47,560 shares; 2025Q3: 143,876 shares; 2025Q4: 47,297 shares; 2026Q1: 41,376 shares 41,376 $1.39M 0.15% -5,921 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: 13,097 shares; 2024Q4: 27,103 shares; 2025Q1: 29,606 shares; 2025Q2: 29,856 shares; 2025Q3: 100,510 shares; 2025Q4: 61,986 shares; 2026Q1: 53,747 shares 53,747 $1.31M 0.14% -8,239 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: 276,080 shares; 2024Q4: 23,692 shares; 2025Q1: 32,864 shares; 2025Q2: 33,939 shares; 2025Q3: 122,429 shares; 2025Q4: 21,557 shares; 2026Q1: 26,687 shares 26,687 $1.3M 0.14% +5,130 Timeline FNDE 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: 24,069 shares; 2024Q4: 52,864 shares; 2025Q1: 26,371 shares; 2025Q2: 26,712 shares; 2025Q3: 95,669 shares; 2025Q4: 27,705 shares; 2026Q1: 30,555 shares 30,555 $1.17M 0.12% +2,850 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,435 shares; 2025Q2: 28,004 shares; 2025Q3: 84,971 shares; 2025Q4: 27,971 shares; 2026Q1: 23,128 shares 23,128 $1.17M 0.12% -4,843 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: 5,890 shares; 2024Q4: 12,734 shares; 2025Q1: 5,067 shares; 2025Q2: 5,353 shares; 2025Q3: 18,771 shares; 2025Q4: 3,942 shares; 2026Q1: 4,759 shares 4,759 $1.16M 0.12% +817 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,053 shares 22,053 $1.1M 0.12% new Timeline JPLD 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: 18,090 shares; 2024Q4: 25,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,967 shares 20,967 $1.09M 0.12% new 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: not reported; 2024Q4: 1,049 shares; 2025Q1: not reported; 2025Q2: 8,433 shares; 2025Q3: 23,901 shares; 2025Q4: 7,001 shares; 2026Q1: 6,943 shares 6,943 $1.08M 0.11% -58 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 7,081 shares; 2025Q1: 3,542 shares; 2025Q2: 4,502 shares; 2025Q3: 13,823 shares; 2025Q4: 4,771 shares; 2026Q1: 5,841 shares 5,841 $1.08M 0.11% +1,070 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: 447 shares; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 1,884 shares; 2025Q4: 503 shares; 2026Q1: 1,192 shares 1,192 $1.04M 0.11% +689 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,239 shares; 2025Q1: 8,484 shares; 2025Q2: 10,459 shares; 2025Q3: 31,365 shares; 2025Q4: 10,768 shares; 2026Q1: 11,158 shares 11,158 $1.02M 0.11% +390 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: not reported; 2024Q4: 289 shares; 2025Q1: not reported; 2025Q2: 15,034 shares; 2025Q3: 46,407 shares; 2025Q4: 14,153 shares; 2026Q1: 18,641 shares 18,641 $1.01M 0.11% +4,488 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,455 shares; 2025Q1: 4,199 shares; 2025Q2: 5,412 shares; 2025Q3: 21,308 shares; 2025Q4: 10,277 shares; 2026Q1: 13,925 shares 13,925 $987K 0.1% +3,648 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: not reported; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,372 shares 7,372 $966K 0.1% new 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: 3,618 shares; 2024Q4: 7,315 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 10,954 shares; 2025Q4: 3,663 shares; 2026Q1: 4,384 shares 4,384 $943K 0.1% +721 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,598 shares; 2025Q2: 37,013 shares; 2025Q3: 112,146 shares; 2025Q4: 36,734 shares; 2026Q1: 30,105 shares 30,105 $922K 0.1% -6,629 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,968 shares; 2024Q4: 10,891 shares; 2025Q1: 4,760 shares; 2025Q2: 4,693 shares; 2025Q3: 50,209 shares; 2025Q4: 34,135 shares; 2026Q1: 4,910 shares 4,910 $833K 0.09% -29,225 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,060 shares 25,060 $807K 0.09% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,015 shares 3,015 $801K 0.09% new 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: not reported; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 4,074 shares; 2025Q4: 1,703 shares; 2026Q1: 3,937 shares 3,937 $772K 0.08% +2,234 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: 5,749 shares; 2024Q4: 11,415 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 22,028 shares; 2025Q4: 7,723 shares; 2026Q1: 8,284 shares 8,284 $769K 0.08% +561 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,741 shares; 2025Q1: 5,172 shares; 2025Q2: 4,026 shares; 2025Q3: 8,052 shares; 2025Q4: not reported; 2026Q1: 517 shares 517 $761K 0.08% new Timeline PICK 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: 7,845 shares; 2024Q4: 15,434 shares; 2025Q1: not reported; 2025Q2: 5,549 shares; 2025Q3: 22,746 shares; 2025Q4: 12,125 shares; 2026Q1: 13,028 shares 13,028 $737K 0.08% +903 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: not reported; 2024Q4: 1,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,554 shares 11,554 $708K 0.08% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,617 shares; 2025Q3: 52,851 shares; 2025Q4: 17,617 shares; 2026Q1: 18,330 shares 18,330 $697K 0.07% +713 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 8,456 shares; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 16,476 shares; 2025Q4: 26,507 shares; 2026Q1: 6,426 shares 6,426 $694K 0.07% -20,081 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: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815 $687K 0.07% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares; 2026Q1: 17,365 shares 17,365 $683K 0.07% +11,322 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 5,095 shares; 2025Q4: 2,688 shares; 2026Q1: 3,345 shares 3,345 $680K 0.07% +657 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: not reported; 2024Q4: 6,897 shares; 2025Q1: 7,017 shares; 2025Q2: 9,623 shares; 2025Q3: 28,716 shares; 2025Q4: 8,960 shares; 2026Q1: 4,618 shares 4,618 $676K 0.07% -4,342 Timeline FCVT 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: 4,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,414 shares; 2025Q4: 10,518 shares; 2026Q1: 14,899 shares 14,899 $658K 0.07% +4,381 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: not reported; 2024Q4: 1,204 shares; 2025Q1: 1,747 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,711 shares; 2026Q1: 2,273 shares 2,273 $652K 0.07% +562 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,288 shares; 2025Q4: 9,646 shares; 2026Q1: 12,961 shares 12,961 $647K 0.07% +3,315 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,472 shares; 2025Q1: 20,797 shares; 2025Q2: 20,598 shares; 2025Q3: 60,020 shares; 2025Q4: 20,345 shares; 2026Q1: 20,282 shares 20,282 $638K 0.07% -63 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: 8,095 shares; 2025Q1: 6,551 shares; 2025Q2: 12,229 shares; 2025Q3: 42,336 shares; 2025Q4: 9,239 shares; 2026Q1: 13,224 shares 13,224 $635K 0.07% +3,985 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: 23,060 shares; 2024Q4: 48,230 shares; 2025Q1: 25,265 shares; 2025Q2: 19,103 shares; 2025Q3: 42,538 shares; 2025Q4: 2,371 shares; 2026Q1: 2,187 shares 2,187 $621K 0.07% -184 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,943 shares; 2025Q2: 28,945 shares; 2025Q3: 89,043 shares; 2025Q4: 30,380 shares; 2026Q1: 26,086 shares 26,086 $602K 0.06% -4,294 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,680 shares; 2025Q2: not reported; 2025Q3: 38,852 shares; 2025Q4: 5,564 shares; 2026Q1: 6,902 shares 6,902 $600K 0.06% +1,338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,036 shares; 2025Q3: 22,079 shares; 2025Q4: 2,341 shares; 2026Q1: 5,293 shares 5,293 $562K 0.06% +2,952 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,731 shares; 2025Q1: 15,065 shares; 2025Q2: 15,512 shares; 2025Q3: 46,505 shares; 2025Q4: 15,481 shares; 2026Q1: 15,714 shares 15,714 $557K 0.06% +233 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: 153,216 shares; 2024Q4: 196,461 shares; 2025Q1: 34,822 shares; 2025Q2: 37,949 shares; 2025Q3: 85,806 shares; 2025Q4: 4,312 shares; 2026Q1: 4,609 shares 4,609 $554K 0.06% +297 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: 4,354 shares; 2025Q3: 12,962 shares; 2025Q4: 4,254 shares; 2026Q1: 4,198 shares 4,198 $550K 0.06% -56 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684 $548K 0.06% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208 shares 1,208 $537K 0.06% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,481 shares; 2026Q1: 3,728 shares 3,728 $530K 0.06% -13,753 Timeline RPV 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: 6 shares; 2025Q1: 27,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,863 shares; 2026Q1: 4,885 shares 4,885 $525K 0.06% -17,978 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,828 shares; 2026Q1: 5,661 shares 5,661 $522K 0.06% -167 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,466 shares; 2025Q4: 2,281 shares; 2026Q1: 2,086 shares 2,086 $519K 0.06% -195 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares 1,623 $518K 0.06% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,734 shares; 2026Q1: 6,630 shares 6,630 $506K 0.05% -2,104 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 9,971 shares; 2025Q1: 53,538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,785 shares 10,785 $500K 0.05% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,639 shares; 2026Q1: 14,924 shares 14,924 $477K 0.05% +2,285 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,679 shares; 2026Q1: 19,697 shares 19,697 $459K 0.05% +2,018 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 41,351 shares; 2025Q3: 160,322 shares; 2025Q4: 5,708 shares; 2026Q1: 6,593 shares 6,593 $457K 0.05% +885 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,040 shares; 2025Q1: 25,705 shares; 2025Q2: 18,255 shares; 2025Q3: 54,765 shares; 2025Q4: 18,255 shares; 2026Q1: 18,255 shares 18,255 $453K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,488 shares; 2026Q1: 2,497 shares 2,497 $453K 0.05% +1,009 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: 685 shares; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 3,949 shares; 2025Q4: 1,091 shares; 2026Q1: 2,065 shares 2,065 $449K 0.05% +974 Timeline HYUP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,923 shares; 2026Q1: 10,788 shares 10,788 $448K 0.05% +1,865 Timeline EUHY 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,857 shares; 2026Q1: 8,534 shares 8,534 $448K 0.05% +1,677 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: 6,040 shares; 2024Q4: 12,127 shares; 2025Q1: 5,310 shares; 2025Q2: 6,554 shares; 2025Q3: 19,705 shares; 2025Q4: 3,903 shares; 2026Q1: 3,971 shares 3,971 $445K 0.05% +68 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: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,776 shares; 2025Q4: 4,795 shares; 2026Q1: 6,373 shares 6,373 $445K 0.05% +1,578 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares; 2026Q1: 4,845 shares 4,845 $439K 0.05% +2,574 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,884 shares; 2026Q1: 12,028 shares 12,028 $438K 0.05% +2,144 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,978 shares; 2025Q4: 14,853 shares; 2026Q1: 21,012 shares 21,012 $429K 0.05% +6,159 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,067 shares; 2025Q4: 29,929 shares; 2026Q1: 8,844 shares 8,844 $423K 0.04% -21,085 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,774 shares; 2025Q1: 8,380 shares; 2025Q2: 8,687 shares; 2025Q3: 25,380 shares; 2025Q4: 8,980 shares; 2026Q1: 13,852 shares 13,852 $420K 0.04% +4,872 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 12,512 shares; 2025Q1: 6,256 shares; 2025Q2: 6,256 shares; 2025Q3: 18,768 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares 6,256 $420K 0.04% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 3,364 shares; 2026Q1: 4,891 shares 4,891 $419K 0.04% +1,527 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 2,224 shares; 2025Q1: 1,112 shares; 2025Q2: 1,403 shares; 2025Q3: 5,591 shares; 2025Q4: 1,403 shares; 2026Q1: 1,382 shares 1,382 $400K 0.04% -21 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,489 shares 7,489 $394K 0.04% new 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: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares 1,015 $389K 0.04% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,445 shares; 2026Q1: 19,986 shares 19,986 $384K 0.04% +2,541 Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,850 shares; 2026Q1: 20,271 shares 20,271 $382K 0.04% +3,421 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 19,384 shares; 2025Q1: 10,036 shares; 2025Q2: 707 shares; 2025Q3: 2,704 shares; 2025Q4: 2,508 shares; 2026Q1: 3,057 shares 3,057 $382K 0.04% +549 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 50,499 shares; 2025Q1: 19,797 shares; 2025Q2: 16,725 shares; 2025Q3: 72,342 shares; 2025Q4: 18,875 shares; 2026Q1: 20,178 shares 20,178 $380K 0.04% +1,303 Timeline LDRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,926 shares 14,926 $377K 0.04% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 11,637 shares; 2025Q3: 34,146 shares; 2025Q4: 7,369 shares; 2026Q1: 4,903 shares 4,903 $375K 0.04% -2,466 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: 105,825 shares; 2024Q4: 105,825 shares; 2025Q1: not reported; 2025Q2: 82,789 shares; 2025Q3: 245,142 shares; 2025Q4: 6,476 shares; 2026Q1: 9,573 shares 9,573 $368K 0.04% +3,097 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: 1,768 shares; 2024Q4: 3,541 shares; 2025Q1: 1,697 shares; 2025Q2: 1,605 shares; 2025Q3: 6,738 shares; 2025Q4: 1,852 shares; 2026Q1: 1,853 shares 1,853 $367K 0.04% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,948 shares; 2026Q1: 15,457 shares 15,457 $366K 0.04% +2,509 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293,978 shares; 2025Q1: 126,534 shares; 2025Q2: 31,448 shares; 2025Q3: 84,445 shares; 2025Q4: 19,992 shares; 2026Q1: 15,703 shares 15,703 $364K 0.04% -4,289 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273 $361K 0.04% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,968 shares 77,968 $353K 0.04% new Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,625 shares 19,625 $352K 0.04% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,250 shares; 2026Q1: 7,590 shares 7,590 $351K 0.04% +1,340 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: 11,085 shares; 2024Q4: 20,122 shares; 2025Q1: 6,381 shares; 2025Q2: 6,438 shares; 2025Q3: 19,443 shares; 2025Q4: 6,450 shares; 2026Q1: 6,430 shares 6,430 $351K 0.04% -20 Timeline XOP 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: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,918 shares 1,918 $349K 0.04% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,162 shares; 2025Q2: 14,162 shares; 2025Q3: 33,324 shares; 2025Q4: not reported; 2026Q1: 18,397 shares 18,397 $345K 0.04% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: 2,971 shares 2,971 $345K 0.04% +1,112 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: not reported; 2024Q4: 4,810 shares; 2025Q1: 11,448 shares; 2025Q2: 11,561 shares; 2025Q3: 29,221 shares; 2025Q4: 4,771 shares; 2026Q1: 4,140 shares 4,140 $342K 0.04% -631 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: 2,263 shares; 2024Q4: 6,372 shares; 2025Q1: 3,984 shares; 2025Q2: 3,855 shares; 2025Q3: 15,206 shares; 2025Q4: 3,803 shares; 2026Q1: 3,762 shares 3,762 $337K 0.04% -41 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 5,218 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 7,827 shares; 2025Q4: 2,609 shares; 2026Q1: 2,662 shares 2,662 $333K 0.04% +53 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: 26,435 shares; 2024Q4: 1,676 shares; 2025Q1: 1,606 shares; 2025Q2: 1,600 shares; 2025Q3: 4,931 shares; 2025Q4: 1,601 shares; 2026Q1: 1,664 shares 1,664 $331K 0.04% +63 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,510 shares; 2025Q2: 7,210 shares; 2025Q3: 22,783 shares; 2025Q4: 8,291 shares; 2026Q1: 7,869 shares 7,869 $330K 0.04% -422 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,762 shares; 2025Q4: not reported; 2026Q1: 2,046 shares 2,046 $328K 0.03% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,438 shares; 2025Q2: 7,391 shares; 2025Q3: 23,605 shares; 2025Q4: 8,777 shares; 2026Q1: 8,533 shares 8,533 $325K 0.03% -244 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: not reported; 2024Q4: 116 shares; 2025Q1: 437 shares; 2025Q2: 443 shares; 2025Q3: 1,407 shares; 2025Q4: 517 shares; 2026Q1: 492 shares 492 $321K 0.03% -25 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,505 shares; 2024Q4: 16,892 shares; 2025Q1: 6,194 shares; 2025Q2: not reported; 2025Q3: 6,194 shares; 2025Q4: 6,194 shares; 2026Q1: 6,194 shares 6,194 $321K 0.03% 0 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: 8,210 shares; 2024Q4: 16,420 shares; 2025Q1: 8,210 shares; 2025Q2: 8,210 shares; 2025Q3: 24,630 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares 8,210 $319K 0.03% 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: 130,727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,012 shares; 2025Q4: not reported; 2026Q1: 20,061 shares 20,061 $318K 0.03% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 5,699 shares; 2025Q1: 3,036 shares; 2025Q2: 2,621 shares; 2025Q3: 10,272 shares; 2025Q4: 2,622 shares; 2026Q1: 2,730 shares 2,730 $315K 0.03% +108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 919 shares 919 $314K 0.03% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,465 shares 6,465 $312K 0.03% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 30,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $308K 0.03% 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 reported; 2025Q2: not reported; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares; 2026Q1: 2,763 shares 2,763 $307K 0.03% 0 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,575 shares 8,575 $301K 0.03% new 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: 2,105 shares; 2024Q4: 2,026 shares; 2025Q1: 4,512 shares; 2025Q2: 4,451 shares; 2025Q3: 3,909 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares 2,020 $293K 0.03% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,353 shares; 2025Q4: 3,145 shares; 2026Q1: 3,099 shares 3,099 $287K 0.03% -46 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: not reported; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,411 shares 5,411 $274K 0.03% new 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: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,295 shares 3,295 $273K 0.03% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,733 shares; 2026Q1: 3,636 shares 3,636 $268K 0.03% +903 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: 207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,812 shares; 2025Q4: 40,036 shares; 2026Q1: 3,601 shares 3,601 $268K 0.03% -36,435 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,344 shares 5,344 $267K 0.03% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,204 shares 9,204 $266K 0.03% new 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: not reported; 2024Q4: 224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,753 shares; 2026Q1: 2,049 shares 2,049 $264K 0.03% +296 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,680 shares 4,680 $261K 0.03% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,191 shares 10,191 $248K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares 1,212 $240K 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 2,224 shares; 2025Q1: 1,112 shares; 2025Q2: 900 shares; 2025Q3: 3,086 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $237K 0.03% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,686 shares 4,686 $231K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,559 shares 3,559 $231K 0.02% new 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: 3,001 shares; 2024Q4: 6,002 shares; 2025Q1: 12,004 shares; 2025Q2: 12,004 shares; 2025Q3: 36,012 shares; 2025Q4: 12,004 shares; 2026Q1: 12,004 shares 12,004 $230K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: 1,590 shares; 2026Q1: 1,573 shares 1,573 $229K 0.02% -17 Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,761 shares 8,761 $228K 0.02% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 3,142 shares; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 4,713 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $227K 0.02% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,029 shares 2,029 $224K 0.02% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024 $224K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,786 shares; 2025Q1: 26,978 shares; 2025Q2: 18,397 shares; 2025Q3: 60,425 shares; 2025Q4: 14,772 shares; 2026Q1: 3,270 shares 3,270 $223K 0.02% -11,502 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: 40 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 4,200 shares; 2025Q4: 1,400 shares; 2026Q1: 1,410 shares 1,410 $219K 0.02% +10 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,089 shares 3,089 $218K 0.02% new 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: 1,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $215K 0.02% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares 2,215 $211K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 565 shares 565 $208K 0.02% -153 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: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $207K 0.02% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,312 shares 14,312 $207K 0.02% new Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,816 shares 6,816 $205K 0.02% new 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: not reported; 2024Q4: 613 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares 2,094 $203K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: not reported; 2026Q1: 983 shares 983 $203K 0.02% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,783 shares; 2025Q2: not reported; 2025Q3: 5,892 shares; 2025Q4: 5,853 shares; 2026Q1: 5,676 shares 5,676 $200K 0.02% -177 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,647 shares; 2025Q4: not reported; 2026Q1: 15,523 shares 15,523 $200K 0.02% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 14,121 shares; 2025Q1: 11,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,571 shares; 2026Q1: 23,443 shares 23,443 $200K 0.02% +10,872 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,922 shares 12,922 $193K 0.02% new Timeline QUSA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,023 shares 10,023 $172K 0.02% new Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,209 shares; 2026Q1: 12,903 shares 12,903 $154K 0.02% +2,694 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,810 shares 12,810 $142K 0.02% new Timeline BULL WEBULL CORP More: the full row for WEBULL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,017 shares 29,017 $139K 0.01% new Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,400 shares; 2025Q4: 52,110 shares; 2026Q1: 130,848 shares 130,848 $80.9K 0.01% +78,738 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,583 shares; 2024Q4: 30,252 shares; 2025Q1: 38,472 shares; 2025Q2: 38,472 shares; 2025Q3: 115,416 shares; 2025Q4: 38,472 shares; 2026Q1: 38,472 shares 38,472 $24.7K <0.01% 0 Timeline