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: 540,662 shares 540,662 $20.5M 7.83% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,738 shares; 2024Q4: 42,532 shares; 2025Q1: 43,791 shares; 2025Q2: 35,820 shares; 2025Q3: 36,001 shares; 2025Q4: 24,007 shares; 2026Q1: 25,545 shares 25,545 $11M 4.2% +1,538 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: 179,553 shares; 2024Q4: 131,356 shares; 2025Q1: 72,477 shares; 2025Q2: not reported; 2025Q3: 83,107 shares; 2025Q4: not reported; 2026Q1: 85,486 shares 85,486 $7.83M 2.99% new Timeline GSST 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: 328,395 shares; 2024Q4: 241,544 shares; 2025Q1: 131,665 shares; 2025Q2: 4,043 shares; 2025Q3: 148,310 shares; 2025Q4: 7,344 shares; 2026Q1: 147,605 shares 147,605 $7.46M 2.85% +140,261 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: 325,887 shares; 2024Q4: 238,744 shares; 2025Q1: 131,218 shares; 2025Q2: 5,970 shares; 2025Q3: 150,545 shares; 2025Q4: not reported; 2026Q1: 143,518 shares 143,518 $7.26M 2.77% new 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: 38,478 shares; 2024Q4: 33,729 shares; 2025Q1: 34,094 shares; 2025Q2: 1,480,548 shares; 2025Q3: 1,480,389 shares; 2025Q4: 1,480,221 shares; 2026Q1: 25,613 shares 25,613 $5.33M 2.04% -1,454,608 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,408 shares; 2024Q4: 134,926 shares; 2025Q1: 134,926 shares; 2025Q2: 134,926 shares; 2025Q3: 134,926 shares; 2025Q4: 130,776 shares; 2026Q1: 126,584 shares 126,584 $5.17M 1.97% -4,192 Timeline IYM ISHARES 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: 33,290 shares; 2026Q1: 29,017 shares 29,017 $5.1M 1.95% -4,273 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,929 shares; 2025Q4: 21,096 shares; 2026Q1: 23,704 shares 23,704 $5.07M 1.94% +2,608 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: 218,367 shares; 2024Q4: 228,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,687 shares; 2025Q4: 292,582 shares; 2026Q1: 127,642 shares 127,642 $5.02M 1.92% -164,940 Timeline SDS 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: 66,230 shares 66,230 $4.98M 1.9% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,293 shares 31,293 $4.62M 1.76% new 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: 10,285 shares; 2024Q4: 9,148 shares; 2025Q1: 8,915 shares; 2025Q2: 8,131 shares; 2025Q3: 8,022 shares; 2025Q4: 7,291 shares; 2026Q1: 6,776 shares 6,776 $4.43M 1.69% -515 Timeline IYE ISHARES 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: 64,694 shares 64,694 $4.19M 1.6% new 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: 23,556 shares; 2024Q4: 19,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,633 shares; 2025Q4: 15,068 shares; 2026Q1: 22,750 shares 22,750 $3.97M 1.51% +7,682 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: 5,751 shares; 2024Q4: 7,071 shares; 2025Q1: not reported; 2025Q2: 57,556 shares; 2025Q3: not reported; 2025Q4: 18,077 shares; 2026Q1: 6,739 shares 6,739 $3.89M 1.48% -11,338 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: 17,800 shares; 2024Q4: 17,729 shares; 2025Q1: 15,814 shares; 2025Q2: 15,339 shares; 2025Q3: 12,831 shares; 2025Q4: 12,946 shares; 2026Q1: 12,500 shares 12,500 $3.59M 1.37% -446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,061 shares; 2026Q1: 14,301 shares 14,301 $3.55M 1.35% -17,760 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares; 2026Q1: 29,371 shares 29,371 $3.48M 1.33% +24,163 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,473 shares; 2026Q1: 125,334 shares 125,334 $3.44M 1.31% +15,861 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: 13,635 shares; 2024Q4: 13,561 shares; 2025Q1: 13,840 shares; 2025Q2: 492,999 shares; 2025Q3: 492,731 shares; 2025Q4: 494,465 shares; 2026Q1: 13,465 shares 13,465 $3.42M 1.3% -481,000 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: 9,783 shares; 2024Q4: 9,685 shares; 2025Q1: 9,706 shares; 2025Q2: 88,580 shares; 2025Q3: 88,881 shares; 2025Q4: 88,328 shares; 2026Q1: 8,541 shares 8,541 $3.16M 1.21% -79,787 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: 3,226 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 12,857 shares; 2026Q1: 9,057 shares 9,057 $3.06M 1.17% -3,800 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 9,542 shares; 2026Q1: 7,721 shares 7,721 $3.03M 1.16% -1,821 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,165 shares; 2026Q1: 15,178 shares 15,178 $2.73M 1.04% +9,013 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: 1,755 shares; 2026Q1: 7,525 shares 7,525 $2.57M 0.98% +5,770 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 28,276 shares; 2025Q4: 13,357 shares; 2026Q1: 59,519 shares 59,519 $2.55M 0.97% +46,162 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,632 shares; 2026Q1: 8,226 shares 8,226 $2.44M 0.93% +3,594 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,100 shares; 2024Q4: 59,100 shares; 2025Q1: 59,100 shares; 2025Q2: 59,100 shares; 2025Q3: 59,100 shares; 2025Q4: 59,500 shares; 2026Q1: 56,500 shares 56,500 $2.44M 0.93% -3,000 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: 5,485 shares; 2024Q4: 5,174 shares; 2025Q1: 5,215 shares; 2025Q2: 5,215 shares; 2025Q3: 5,156 shares; 2025Q4: 4,949 shares; 2026Q1: 4,875 shares 4,875 $2.34M 0.89% -74 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,973 shares; 2025Q1: 57,973 shares; 2025Q2: 57,973 shares; 2025Q3: 57,973 shares; 2025Q4: 57,973 shares; 2026Q1: 53,917 shares 53,917 $2.32M 0.89% -4,056 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,216 shares 22,216 $2.24M 0.85% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 8,958 shares; 2025Q1: 8,930 shares; 2025Q2: 8,986 shares; 2025Q3: 9,234 shares; 2025Q4: 7,651 shares; 2026Q1: 7,280 shares 7,280 $2.2M 0.84% -371 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: 14,336 shares; 2024Q4: 16,203 shares; 2025Q1: 14,457 shares; 2025Q2: 16,268 shares; 2025Q3: 17,142 shares; 2025Q4: 10,987 shares; 2026Q1: 18,489 shares 18,489 $2.19M 0.84% +7,502 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: 5,004 shares; 2024Q4: 8,449 shares; 2025Q1: 12,506 shares; 2025Q2: 22,599 shares; 2025Q3: 22,316 shares; 2025Q4: 24,719 shares; 2026Q1: 29,057 shares 29,057 $2.14M 0.82% +4,338 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: 4,402 shares; 2024Q4: 2,532 shares; 2025Q1: 1,200 shares; 2025Q2: 2,103 shares; 2025Q3: 14,723 shares; 2025Q4: 9,237 shares; 2026Q1: 6,875 shares 6,875 $2.13M 0.81% -2,362 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,468 shares; 2025Q1: 4,383 shares; 2025Q2: 4,392 shares; 2025Q3: 4,342 shares; 2025Q4: 4,291 shares; 2026Q1: 4,035 shares 4,035 $2.02M 0.77% -256 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: 3,477 shares; 2024Q4: 3,349 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,225 shares; 2025Q4: 4,766 shares; 2026Q1: 6,831 shares 6,831 $1.96M 0.75% +2,065 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: 7,448 shares; 2024Q4: 6,449 shares; 2025Q1: 258,582 shares; 2025Q2: 283,996 shares; 2025Q3: 8,007 shares; 2025Q4: 73,998 shares; 2026Q1: 17,077 shares 17,077 $1.93M 0.74% -56,921 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,041 shares; 2025Q4: 8,101 shares; 2026Q1: 15,443 shares 15,443 $1.9M 0.72% +7,342 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: 8,866 shares; 2024Q4: 10,835 shares; 2025Q1: 11,747 shares; 2025Q2: 11,752 shares; 2025Q3: 21,832 shares; 2025Q4: 16,290 shares; 2026Q1: 12,658 shares 12,658 $1.86M 0.71% -3,632 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: 492 shares; 2024Q4: 937 shares; 2025Q1: 1,710 shares; 2025Q2: 1,528 shares; 2025Q3: 1,847 shares; 2025Q4: 1,993 shares; 2026Q1: 1,918 shares 1,918 $1.76M 0.67% -75 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,368 shares; 2026Q1: 6,044 shares 6,044 $1.63M 0.62% -2,324 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 943 shares; 2026Q1: 6,945 shares 6,945 $1.6M 0.61% +6,002 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,293 shares; 2024Q4: 15,894 shares; 2025Q1: 15,251 shares; 2025Q2: 14,638 shares; 2025Q3: 14,567 shares; 2025Q4: 14,079 shares; 2026Q1: 13,107 shares 13,107 $1.56M 0.6% -972 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,468 shares 11,468 $1.48M 0.56% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 3,579 shares; 2025Q4: 1,075 shares; 2026Q1: 7,802 shares 7,802 $1.46M 0.56% +6,727 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: 33,881 shares; 2024Q4: 30,601 shares; 2025Q1: 28,959 shares; 2025Q2: 26,818 shares; 2025Q3: 26,624 shares; 2025Q4: 23,373 shares; 2026Q1: 21,280 shares 21,280 $1.44M 0.55% -2,093 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,744 shares; 2026Q1: 21,181 shares 21,181 $1.42M 0.54% +7,437 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,165 shares; 2026Q1: 23,409 shares 23,409 $1.42M 0.54% +7,244 Timeline FXL 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: 11,649 shares; 2024Q4: 10,271 shares; 2025Q1: 9,974 shares; 2025Q2: 9,278 shares; 2025Q3: 9,276 shares; 2025Q4: 8,722 shares; 2026Q1: 8,693 shares 8,693 $1.38M 0.53% -29 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: 2,544 shares; 2024Q4: 2,087 shares; 2025Q1: 1,043 shares; 2025Q2: 1,124 shares; 2025Q3: 1,382 shares; 2025Q4: 7,401 shares; 2026Q1: 12,948 shares 12,948 $1.35M 0.52% +5,547 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,589 shares; 2026Q1: 22,380 shares 22,380 $1.27M 0.49% +2,791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,063 shares; 2026Q1: 26,812 shares 26,812 $1.18M 0.45% -24,251 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: 1,443 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,304 shares; 2025Q3: 1,375 shares; 2025Q4: 1,833 shares; 2026Q1: 2,054 shares 2,054 $1.18M 0.45% +221 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,560 shares; 2026Q1: 6,876 shares 6,876 $1.15M 0.44% +3,316 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: 2,829 shares; 2024Q4: 2,821 shares; 2025Q1: 1,958 shares; 2025Q2: 2,074 shares; 2025Q3: 1,638 shares; 2025Q4: 16,479 shares; 2026Q1: 11,879 shares 11,879 $1.14M 0.44% -4,600 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,905 shares; 2025Q1: 7,870 shares; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,655 shares; 2026Q1: 7,197 shares 7,197 $1.11M 0.42% -458 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,706 shares; 2026Q1: 2,788 shares 2,788 $1.11M 0.42% +1,082 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: 4,226 shares; 2025Q2: 4,405 shares; 2025Q3: 6,632 shares; 2025Q4: 7,786 shares; 2026Q1: 26,644 shares 26,644 $1.07M 0.41% +18,858 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,485 shares 1,485 $1.05M 0.4% +295 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 8,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares; 2025Q4: 6,537 shares; 2026Q1: 13,515 shares 13,515 $1.04M 0.4% +6,978 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 10,889 shares 10,889 $1.03M 0.39% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,808 shares; 2025Q4: 9,602 shares; 2026Q1: 13,495 shares 13,495 $1.02M 0.39% +3,893 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: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,624 shares; 2025Q2: 4,845 shares; 2025Q3: 4,725 shares; 2025Q4: 4,742 shares; 2026Q1: 4,895 shares 4,895 $1.01M 0.39% +153 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 5,521 shares; 2026Q1: 11,966 shares 11,966 $1000K 0.38% +6,445 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 23,331 shares; 2026Q1: 43,835 shares 43,835 $991K 0.38% +20,504 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,900 shares; 2024Q4: 22,950 shares; 2025Q1: 22,950 shares; 2025Q2: 22,950 shares; 2025Q3: 22,950 shares; 2025Q4: 22,950 shares; 2026Q1: 22,950 shares 22,950 $975K 0.37% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 270 shares; 2026Q1: 879 shares 879 $963K 0.37% +609 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: 5,994 shares; 2024Q4: 7,177 shares; 2025Q1: 8,204 shares; 2025Q2: 8,041 shares; 2025Q3: 8,943 shares; 2025Q4: 9,781 shares; 2026Q1: 8,115 shares 8,115 $959K 0.37% -1,666 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 4,466 shares 4,466 $944K 0.36% +2,750 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,372 shares; 2025Q1: 1,433 shares; 2025Q2: 1,427 shares; 2025Q3: 1,878 shares; 2025Q4: 1,879 shares; 2026Q1: 1,736 shares 1,736 $936K 0.36% -143 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: 11,026 shares; 2024Q4: 9,494 shares; 2025Q1: 8,866 shares; 2025Q2: 8,262 shares; 2025Q3: 8,188 shares; 2025Q4: 7,631 shares; 2026Q1: 7,317 shares 7,317 $910K 0.35% -314 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,425 shares; 2025Q4: 3,099 shares; 2026Q1: 1,282 shares 1,282 $901K 0.34% -1,817 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,056 shares; 2025Q4: 33,056 shares; 2026Q1: 33,056 shares 33,056 $883K 0.34% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,810 shares; 2025Q3: 12,851 shares; 2025Q4: 17,008 shares; 2026Q1: 22,858 shares 22,858 $878K 0.34% +5,850 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,988 shares; 2026Q1: 6,398 shares 6,398 $870K 0.33% -13,590 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE 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: 5,562 shares; 2025Q4: 8,573 shares; 2026Q1: 14,419 shares 14,419 $855K 0.33% +5,846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 9,220 shares; 2025Q4: 9,373 shares; 2026Q1: 9,376 shares 9,376 $840K 0.32% +3 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: 557 shares 557 $820K 0.31% +105 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 29,557 shares 29,557 $819K 0.31% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,545 shares 2,545 $799K 0.31% new Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,777 shares 5,777 $799K 0.3% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 5,126 shares; 2025Q4: 2,284 shares; 2026Q1: 1,394 shares 1,394 $783K 0.3% -890 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,495 shares; 2026Q1: 3,237 shares 3,237 $769K 0.29% +1,742 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: 908 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 1,604 shares 1,604 $739K 0.28% +529 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,831 shares; 2026Q1: 6,781 shares 6,781 $734K 0.28% -50 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,748 shares; 2025Q3: 2,389 shares; 2025Q4: 2,430 shares; 2026Q1: 2,252 shares 2,252 $727K 0.28% -178 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares; 2025Q4: 3,826 shares; 2026Q1: 3,958 shares 3,958 $721K 0.28% +132 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.27% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,632 shares 15,632 $704K 0.27% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 7,842 shares; 2026Q1: 5,841 shares 5,841 $684K 0.26% -2,001 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 8,008 shares; 2025Q1: 8,008 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 8,008 shares; 2026Q1: 7,353 shares 7,353 $679K 0.26% -655 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,882 shares; 2025Q4: 7,366 shares; 2026Q1: 8,782 shares 8,782 $672K 0.26% +1,416 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 1,865 shares; 2025Q4: 839 shares; 2026Q1: 1,755 shares 1,755 $667K 0.25% +916 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,117 shares; 2026Q1: 8,903 shares 8,903 $663K 0.25% +5,786 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,621 shares; 2025Q4: not reported; 2026Q1: 4,658 shares 4,658 $657K 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,146 shares 14,146 $648K 0.25% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,515 shares; 2025Q2: 13,515 shares; 2025Q3: 13,515 shares; 2025Q4: 13,515 shares; 2026Q1: 13,515 shares 13,515 $645K 0.25% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 1,195 shares 1,195 $643K 0.25% +691 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: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,573 shares; 2025Q2: 1,573 shares; 2025Q3: 1,744 shares; 2025Q4: 1,758 shares; 2026Q1: 1,795 shares 1,795 $642K 0.25% +37 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 13,683 shares; 2025Q1: 13,683 shares; 2025Q2: 13,683 shares; 2025Q3: 13,683 shares; 2025Q4: 13,683 shares; 2026Q1: 13,275 shares 13,275 $637K 0.24% -408 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: 8,017 shares; 2024Q4: 8,020 shares; 2025Q1: 8,017 shares; 2025Q2: 8,303 shares; 2025Q3: 13,447 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares 8,228 $630K 0.24% 0 Timeline PBFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,953 shares; 2025Q2: 20,953 shares; 2025Q3: 20,953 shares; 2025Q4: 20,953 shares; 2026Q1: 20,953 shares 20,953 $629K 0.24% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 986 shares 986 $626K 0.24% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,609 shares 25,609 $622K 0.24% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 14,352 shares; 2025Q1: 14,352 shares; 2025Q2: 14,352 shares; 2025Q3: 14,352 shares; 2025Q4: 14,352 shares; 2026Q1: 14,352 shares 14,352 $618K 0.24% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 25,369 shares 25,369 $616K 0.24% new 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: not reported; 2024Q4: 2,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,251 shares; 2026Q1: 5,579 shares 5,579 $608K 0.23% +1,328 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 5,978 shares; 2025Q1: 5,554 shares; 2025Q2: 4,809 shares; 2025Q3: 4,738 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares 4,736 $607K 0.23% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,485 shares; 2024Q4: 15,485 shares; 2025Q1: 15,485 shares; 2025Q2: 15,485 shares; 2025Q3: 12,590 shares; 2025Q4: 12,590 shares; 2026Q1: 12,590 shares 12,590 $605K 0.23% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 4,746 shares; 2025Q1: 4,717 shares; 2025Q2: 4,686 shares; 2025Q3: 6,749 shares; 2025Q4: 6,861 shares; 2026Q1: 7,170 shares 7,170 $598K 0.23% +309 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: 3,685 shares; 2024Q4: 3,736 shares; 2025Q1: 3,706 shares; 2025Q2: 3,576 shares; 2025Q3: 3,636 shares; 2025Q4: 3,381 shares; 2026Q1: 2,991 shares 2,991 $593K 0.23% -390 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,315 shares 9,315 $584K 0.22% new 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: 9,192 shares; 2024Q4: 8,614 shares; 2025Q1: 8,575 shares; 2025Q2: 8,502 shares; 2025Q3: 5,499 shares; 2025Q4: 5,446 shares; 2026Q1: 4,400 shares 4,400 $556K 0.21% -1,046 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,746 shares; 2025Q4: 10,968 shares; 2026Q1: 11,148 shares 11,148 $548K 0.21% +180 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 502 shares 502 $548K 0.21% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,942 shares 1,942 $540K 0.21% new 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: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $537K 0.2% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 2,529 shares 2,529 $536K 0.2% +1,409 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $519K 0.2% 0 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares 3,138 $495K 0.19% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,139 shares 4,139 $491K 0.19% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,822 shares 24,822 $462K 0.18% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 1,934 shares; 2025Q1: 2,565 shares; 2025Q2: 2,510 shares; 2025Q3: 2,731 shares; 2025Q4: 4,901 shares; 2026Q1: 1,897 shares 1,897 $461K 0.18% -3,004 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 3,674 shares; 2025Q4: 3,697 shares; 2026Q1: 3,805 shares 3,805 $461K 0.18% +108 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,684 shares 11,684 $456K 0.17% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: not reported; 2026Q1: 859 shares 859 $449K 0.17% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,941 shares 6,941 $424K 0.16% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,090 shares 4,090 $423K 0.16% new Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,117 shares; 2025Q1: 11,117 shares; 2025Q2: 11,117 shares; 2025Q3: 11,117 shares; 2025Q4: 11,117 shares; 2026Q1: 11,117 shares 11,117 $414K 0.16% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 8,016 shares 8,016 $407K 0.16% new 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: 691 shares; 2024Q4: 396 shares; 2025Q1: 395 shares; 2025Q2: 420 shares; 2025Q3: 457 shares; 2025Q4: 452 shares; 2026Q1: 408 shares 408 $407K 0.16% -44 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $405K 0.15% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,055 shares; 2025Q2: 12,055 shares; 2025Q3: 12,055 shares; 2025Q4: 11,605 shares; 2026Q1: 10,105 shares 10,105 $405K 0.15% -1,500 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,452 shares; 2025Q1: 10,452 shares; 2025Q2: 10,452 shares; 2025Q3: 13,583 shares; 2025Q4: 13,583 shares; 2026Q1: 13,583 shares 13,583 $399K 0.15% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,111 shares 1,111 $397K 0.15% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $393K 0.15% 0 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: 294 shares 294 $388K 0.15% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,624 shares; 2025Q1: 7,624 shares; 2025Q2: 7,624 shares; 2025Q3: 8,740 shares; 2025Q4: 8,740 shares; 2026Q1: 8,370 shares 8,370 $385K 0.15% -370 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,974 shares; 2024Q4: 12,747 shares; 2025Q1: 12,747 shares; 2025Q2: 12,747 shares; 2025Q3: 12,747 shares; 2025Q4: 12,747 shares; 2026Q1: 12,747 shares 12,747 $367K 0.14% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,225 shares 6,225 $366K 0.14% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 9,363 shares 9,363 $353K 0.13% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: 6,741 shares; 2026Q1: 7,690 shares 7,690 $351K 0.13% +949 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,729 shares; 2025Q4: 5,238 shares; 2026Q1: 4,876 shares 4,876 $351K 0.13% -362 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: 4,315 shares; 2024Q4: 5,912 shares; 2025Q1: 6,963 shares; 2025Q2: 6,963 shares; 2025Q3: 6,963 shares; 2025Q4: 6,379 shares; 2026Q1: 5,989 shares 5,989 $347K 0.13% -390 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: 2,503 shares; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 660,913 shares; 2025Q3: 661,271 shares; 2025Q4: 661,948 shares; 2026Q1: 917 shares 917 $341K 0.13% -661,031 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,061 shares 9,061 $322K 0.12% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,875 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares; 2026Q1: 2,587 shares 2,587 $315K 0.12% 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: 12,415 shares; 2024Q4: 38,424 shares; 2025Q1: 1,959 shares; 2025Q2: 1,682 shares; 2025Q3: 45,860 shares; 2025Q4: 49,065 shares; 2026Q1: 1,709 shares 1,709 $310K 0.12% -47,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares 1,595 $306K 0.12% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,520 shares; 2025Q2: 10,520 shares; 2025Q3: 10,520 shares; 2025Q4: 10,520 shares; 2026Q1: 10,520 shares 10,520 $305K 0.12% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,120 shares 3,120 $299K 0.11% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,264 shares; 2025Q4: 22,226 shares; 2026Q1: 5,893 shares 5,893 $298K 0.11% -16,333 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,565 shares; 2024Q4: 8,565 shares; 2025Q1: 8,565 shares; 2025Q2: 8,565 shares; 2025Q3: 10,681 shares; 2025Q4: 10,681 shares; 2026Q1: 10,116 shares 10,116 $294K 0.11% -565 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,269 shares; 2025Q2: 9,269 shares; 2025Q3: 9,269 shares; 2025Q4: 9,269 shares; 2026Q1: 9,269 shares 9,269 $281K 0.11% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,903 shares; 2025Q4: 25,009 shares; 2026Q1: 5,363 shares 5,363 $276K 0.11% -19,646 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: not reported; 2024Q4: not reported; 2025Q1: 43,736 shares; 2025Q2: 50,422 shares; 2025Q3: 746 shares; 2025Q4: 1,017 shares; 2026Q1: 420 shares 420 $274K 0.1% -597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,141 shares; 2025Q4: 12,580 shares; 2026Q1: 1,345 shares 1,345 $274K 0.1% -11,235 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 9,146 shares; 2025Q3: 9,146 shares; 2025Q4: 9,146 shares; 2026Q1: 9,146 shares 9,146 $273K 0.1% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,261 shares 10,261 $270K 0.1% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares; 2026Q1: 5,570 shares 5,570 $267K 0.1% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,420 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares; 2026Q1: 5,065 shares 5,065 $252K 0.1% -355 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 5,398 shares; 2025Q3: 5,398 shares; 2025Q4: 5,398 shares; 2026Q1: 5,398 shares 5,398 $249K 0.1% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 1,657 shares; 2026Q1: 511 shares 511 $245K 0.09% -1,146 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: 724 shares 724 $245K 0.09% +9 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 12,869 shares; 2025Q1: 12,869 shares; 2025Q2: 12,869 shares; 2025Q3: 12,869 shares; 2025Q4: 12,869 shares; 2026Q1: 12,869 shares 12,869 $244K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 729 shares; 2026Q1: 822 shares 822 $242K 0.09% +93 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: 1,552 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $239K 0.09% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,521 shares; 2026Q1: 4,466 shares 4,466 $237K 0.09% +945 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 16,979 shares; 2025Q4: not reported; 2026Q1: 15,454 shares 15,454 $232K 0.09% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares 1,132 $232K 0.09% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS 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: 4,523 shares 4,523 $232K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 928 shares 928 $227K 0.09% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 4,026 shares; 2025Q4: not reported; 2026Q1: 2,232 shares 2,232 $227K 0.09% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 8,113 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 8,113 shares; 2026Q1: 8,113 shares 8,113 $224K 0.09% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares 520 $221K 0.08% new Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,427 shares 4,427 $219K 0.08% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares 4,760 $213K 0.08% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,706 shares; 2025Q4: not reported; 2026Q1: 1,930 shares 1,930 $211K 0.08% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,216 shares 5,216 $207K 0.08% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,404 shares 19,404 $207K 0.08% new Timeline CROX CROCS INC More: the full row for CROCS 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: 2,426 shares 2,426 $201K 0.08% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $164K 0.06% 0 Timeline COTY COTY INC More: the full row for COTY 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: 78,562 shares 78,562 $158K 0.06% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares 37,000 $72.5K 0.03% new Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $70.2K 0.03% 0 Timeline