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: 1,636,548 shares; 2024Q4: 1,501,433 shares; 2025Q1: 1,469,166 shares; 2025Q2: 1,444,436 shares; 2025Q3: 1,453,589 shares; 2025Q4: 1,430,780 shares; 2026Q1: 1,397,033 shares 1,397,033 $231M 13.74% -33,747 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: 528,126 shares; 2024Q4: 524,986 shares; 2025Q1: 529,248 shares; 2025Q2: 537,181 shares; 2025Q3: 542,688 shares; 2025Q4: 588,475 shares; 2026Q1: 590,779 shares 590,779 $146M 8.68% +2,304 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: 579,644 shares; 2024Q4: 570,327 shares; 2025Q1: 583,325 shares; 2025Q2: 587,514 shares; 2025Q3: 624,899 shares; 2025Q4: 629,665 shares; 2026Q1: 639,978 shares 639,978 $129M 7.66% +10,313 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: 436,096 shares; 2024Q4: 427,484 shares; 2025Q1: 440,605 shares; 2025Q2: 439,932 shares; 2025Q3: 452,611 shares; 2025Q4: 454,974 shares; 2026Q1: 455,282 shares 455,282 $125M 7.41% +308 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: 101,248 shares; 2024Q4: 96,888 shares; 2025Q1: 96,816 shares; 2025Q2: 95,566 shares; 2025Q3: 101,874 shares; 2025Q4: 1,035,401 shares; 2026Q1: 1,045,455 shares 1,045,455 $97.2M 5.79% +10,054 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,717 shares; 2024Q4: 91,343 shares; 2025Q1: 128,290 shares; 2025Q2: 659,678 shares; 2025Q3: 800,395 shares; 2025Q4: 937,037 shares; 2026Q1: 993,025 shares 993,025 $55.3M 3.29% +55,988 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: 133,191 shares; 2024Q4: 140,084 shares; 2025Q1: 146,351 shares; 2025Q2: 143,780 shares; 2025Q3: 176,435 shares; 2025Q4: 179,881 shares; 2026Q1: 181,899 shares 181,899 $53.4M 3.18% +2,018 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: 48,032 shares; 2024Q4: 51,031 shares; 2025Q1: 54,938 shares; 2025Q2: 55,594 shares; 2025Q3: 54,715 shares; 2025Q4: 54,643 shares; 2026Q1: 54,594 shares 54,594 $48.4M 2.88% -49 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,254 shares; 2024Q4: 682,400 shares; 2025Q1: 867,337 shares; 2025Q2: 1,092,236 shares; 2025Q3: 1,031,402 shares; 2025Q4: 849,987 shares; 2026Q1: 777,775 shares 777,775 $31.6M 1.88% -72,212 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: 36,363 shares; 2024Q4: 41,134 shares; 2025Q1: 48,073 shares; 2025Q2: 55,150 shares; 2025Q3: 63,880 shares; 2025Q4: 65,788 shares; 2026Q1: 66,530 shares 66,530 $30.1M 1.79% +742 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: 50,392 shares; 2024Q4: 52,911 shares; 2025Q1: 55,753 shares; 2025Q2: 53,532 shares; 2025Q3: 72,253 shares; 2025Q4: 73,384 shares; 2026Q1: 73,370 shares 73,370 $26.3M 1.57% -14 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 24,790 shares; 2025Q1: 27,856 shares; 2025Q2: 29,479 shares; 2025Q3: 30,608 shares; 2025Q4: 31,363 shares; 2026Q1: 31,466 shares 31,466 $23.6M 1.4% +103 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,362 shares; 2025Q1: 32,512 shares; 2025Q2: 47,912 shares; 2025Q3: 53,117 shares; 2025Q4: 56,342 shares; 2026Q1: 61,925 shares 61,925 $23.5M 1.4% +5,583 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,995 shares; 2025Q1: 68,450 shares; 2025Q2: 241,619 shares; 2025Q3: 271,586 shares; 2025Q4: 317,764 shares; 2026Q1: 370,786 shares 370,786 $19.9M 1.19% +53,022 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,255 shares; 2024Q4: 384,884 shares; 2025Q1: 407,109 shares; 2025Q2: 406,769 shares; 2025Q3: 381,571 shares; 2025Q4: 352,535 shares; 2026Q1: 342,983 shares 342,983 $19.5M 1.16% -9,552 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,963 shares; 2024Q4: 107,993 shares; 2025Q1: 133,563 shares; 2025Q2: not reported; 2025Q3: 56,498 shares; 2025Q4: 79,309 shares; 2026Q1: 83,040 shares 83,040 $19.4M 1.16% +3,731 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: 63,254 shares; 2024Q4: 62,846 shares; 2025Q1: 63,997 shares; 2025Q2: 63,701 shares; 2025Q3: 64,759 shares; 2025Q4: 62,549 shares; 2026Q1: 65,144 shares 65,144 $17.8M 1.06% +2,595 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: 47,019 shares; 2024Q4: 58,748 shares; 2025Q1: 59,080 shares; 2025Q2: 57,170 shares; 2025Q3: 57,994 shares; 2025Q4: 59,357 shares; 2026Q1: 60,011 shares 60,011 $17M 1.01% +654 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: 177,439 shares; 2024Q4: 170,533 shares; 2025Q1: 279,906 shares; 2025Q2: 291,135 shares; 2025Q3: 298,715 shares; 2025Q4: 296,068 shares; 2026Q1: 311,231 shares 311,231 $17M 1.01% +15,163 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 25,386 shares; 2025Q1: 23,616 shares; 2025Q2: 22,406 shares; 2025Q3: 22,962 shares; 2025Q4: 23,423 shares; 2026Q1: 23,788 shares 23,788 $16M 0.95% +365 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: 45,838 shares; 2024Q4: 49,408 shares; 2025Q1: 48,779 shares; 2025Q2: 47,716 shares; 2025Q3: 51,150 shares; 2025Q4: 51,605 shares; 2026Q1: 52,397 shares 52,397 $15.7M 0.93% +792 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,345 shares; 2024Q4: 47,345 shares; 2025Q1: 47,801 shares; 2025Q2: 47,373 shares; 2025Q3: 49,243 shares; 2025Q4: 49,016 shares; 2026Q1: 48,508 shares 48,508 $15.7M 0.93% -508 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: 34,049 shares; 2024Q4: 39,874 shares; 2025Q1: 39,755 shares; 2025Q2: 39,104 shares; 2025Q3: 41,391 shares; 2025Q4: 42,646 shares; 2026Q1: 44,831 shares 44,831 $15.2M 0.91% +2,185 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: 142,320 shares; 2024Q4: 174,010 shares; 2025Q1: 187,098 shares; 2025Q2: 195,310 shares; 2025Q3: 205,386 shares; 2025Q4: 209,540 shares; 2026Q1: 208,368 shares 208,368 $14.6M 0.87% -1,172 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,404 shares; 2024Q4: 320,162 shares; 2025Q1: 355,076 shares; 2025Q2: 399,299 shares; 2025Q3: 427,434 shares; 2025Q4: 402,133 shares; 2026Q1: 397,175 shares 397,175 $14M 0.83% -4,958 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: 13,446 shares; 2024Q4: 14,333 shares; 2025Q1: 15,780 shares; 2025Q2: 14,739 shares; 2025Q3: 18,001 shares; 2025Q4: 19,983 shares; 2026Q1: 20,172 shares 20,172 $11.7M 0.7% +189 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: 26,876 shares; 2024Q4: 32,390 shares; 2025Q1: 30,887 shares; 2025Q2: 30,505 shares; 2025Q3: 32,046 shares; 2025Q4: 31,618 shares; 2026Q1: 32,982 shares 32,982 $11.7M 0.7% +1,364 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: 56,238 shares; 2024Q4: 65,132 shares; 2025Q1: 60,682 shares; 2025Q2: 57,089 shares; 2025Q3: 59,420 shares; 2025Q4: 59,132 shares; 2026Q1: 58,779 shares 58,779 $11.5M 0.69% -353 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: 121,126 shares; 2024Q4: 111,168 shares; 2025Q1: 108,402 shares; 2025Q2: 110,402 shares; 2025Q3: 108,806 shares; 2025Q4: 111,813 shares; 2026Q1: 104,975 shares 104,975 $11.4M 0.68% -6,838 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 15,583 shares; 2025Q1: 14,924 shares; 2025Q2: 15,029 shares; 2025Q3: 16,215 shares; 2025Q4: 17,467 shares; 2026Q1: 19,048 shares 19,048 $11.4M 0.68% +1,581 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: 16,284 shares; 2024Q4: 16,467 shares; 2025Q1: 16,535 shares; 2025Q2: 16,110 shares; 2025Q3: 17,727 shares; 2025Q4: 18,183 shares; 2026Q1: 19,491 shares 19,491 $10.9M 0.65% +1,308 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: 11,271 shares; 2024Q4: 13,260 shares; 2025Q1: 13,123 shares; 2025Q2: 12,495 shares; 2025Q3: 13,277 shares; 2025Q4: 13,707 shares; 2026Q1: 14,965 shares 14,965 $9.99M 0.59% +1,258 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,969 shares; 2024Q4: 18,477 shares; 2025Q1: 17,913 shares; 2025Q2: 17,234 shares; 2025Q3: 17,529 shares; 2025Q4: 17,504 shares; 2026Q1: 17,720 shares 17,720 $9.84M 0.59% +216 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,844 shares; 2025Q4: 129,957 shares; 2026Q1: 130,017 shares 130,017 $9.46M 0.56% +60 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,488 shares; 2024Q4: 32,773 shares; 2025Q1: 31,586 shares; 2025Q2: 30,478 shares; 2025Q3: 29,860 shares; 2025Q4: 29,749 shares; 2026Q1: 30,154 shares 30,154 $9.34M 0.56% +405 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,151 shares; 2024Q4: 52,261 shares; 2025Q1: 52,703 shares; 2025Q2: 51,453 shares; 2025Q3: 47,867 shares; 2025Q4: 46,257 shares; 2026Q1: 44,811 shares 44,811 $9.3M 0.55% -1,446 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: 2,772 shares; 2024Q4: 4,112 shares; 2025Q1: 4,307 shares; 2025Q2: 4,372 shares; 2025Q3: 7,840 shares; 2025Q4: 8,062 shares; 2026Q1: 8,314 shares 8,314 $8.29M 0.49% +252 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,949 shares; 2024Q4: 38,383 shares; 2025Q1: 43,006 shares; 2025Q2: 43,939 shares; 2025Q3: 45,724 shares; 2025Q4: 46,872 shares; 2026Q1: 48,156 shares 48,156 $8.2M 0.49% +1,284 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: not reported; 2025Q1: not reported; 2025Q2: 3,313 shares; 2025Q3: 66,675 shares; 2025Q4: 133,384 shares; 2026Q1: 131,332 shares 131,332 $8.14M 0.48% -2,052 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: 3,326 shares; 2025Q1: 3,589 shares; 2025Q2: 3,048 shares; 2025Q3: 39,278 shares; 2025Q4: 39,331 shares; 2026Q1: 39,741 shares 39,741 $7.95M 0.47% +410 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,239 shares; 2025Q1: 10,142 shares; 2025Q2: 10,134 shares; 2025Q3: 10,482 shares; 2025Q4: 10,933 shares; 2026Q1: 11,103 shares 11,103 $7.93M 0.47% +170 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: 16,772 shares; 2024Q4: 15,987 shares; 2025Q1: 16,784 shares; 2025Q2: 17,199 shares; 2025Q3: 16,816 shares; 2025Q4: 16,687 shares; 2026Q1: 16,625 shares 16,625 $7.89M 0.47% -62 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,647 shares; 2024Q4: 36,067 shares; 2025Q1: 37,639 shares; 2025Q2: 37,834 shares; 2025Q3: 37,996 shares; 2025Q4: 37,405 shares; 2026Q1: 38,815 shares 38,815 $7.74M 0.46% +1,410 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: 3,199 shares; 2024Q4: 3,848 shares; 2025Q1: 4,187 shares; 2025Q2: 4,439 shares; 2025Q3: 13,951 shares; 2025Q4: 14,316 shares; 2026Q1: 14,038 shares 14,038 $7.53M 0.45% -278 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,142 shares; 2024Q4: 31,006 shares; 2025Q1: 37,746 shares; 2025Q2: 34,540 shares; 2025Q3: 38,025 shares; 2025Q4: 37,984 shares; 2026Q1: 37,011 shares 37,011 $6.9M 0.41% -973 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: 6,579 shares; 2024Q4: 6,399 shares; 2025Q1: 5,214 shares; 2025Q2: 6,454 shares; 2025Q3: 9,093 shares; 2025Q4: 9,017 shares; 2026Q1: 10,237 shares 10,237 $6.47M 0.39% +1,220 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,462 shares; 2024Q4: 73,540 shares; 2025Q1: 70,857 shares; 2025Q2: 107,356 shares; 2025Q3: 95,701 shares; 2025Q4: 77,619 shares; 2026Q1: 78,939 shares 78,939 $6.05M 0.36% +1,320 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,996 shares; 2024Q4: 142,250 shares; 2025Q1: 139,475 shares; 2025Q2: 124,050 shares; 2025Q3: 100,648 shares; 2025Q4: 88,699 shares; 2026Q1: 86,045 shares 86,045 $5.92M 0.35% -2,654 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: 1,525 shares; 2024Q4: 1,269 shares; 2025Q1: 2,056 shares; 2025Q2: 2,282 shares; 2025Q3: 11,396 shares; 2025Q4: 12,014 shares; 2026Q1: 13,578 shares 13,578 $5.63M 0.34% +1,564 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: 17,508 shares; 2024Q4: 21,822 shares; 2025Q1: 21,526 shares; 2025Q2: 21,755 shares; 2025Q3: 24,384 shares; 2025Q4: 25,359 shares; 2026Q1: 26,363 shares 26,363 $5.55M 0.33% +1,004 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 29,261 shares; 2025Q1: 97,549 shares; 2025Q2: 97,227 shares; 2025Q3: 166,573 shares; 2025Q4: 95,511 shares; 2026Q1: 95,549 shares 95,549 $5.53M 0.33% +38 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,137 shares; 2024Q4: 20,422 shares; 2025Q1: 25,955 shares; 2025Q2: 758 shares; 2025Q3: 4,483 shares; 2025Q4: 9,516 shares; 2026Q1: 18,374 shares 18,374 $5.49M 0.33% +8,858 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,018 shares; 2024Q4: 60,315 shares; 2025Q1: 60,054 shares; 2025Q2: 60,427 shares; 2025Q3: 60,901 shares; 2025Q4: 61,340 shares; 2026Q1: 62,979 shares 62,979 $5.27M 0.31% +1,639 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 5,762 shares; 2025Q1: 11,044 shares; 2025Q2: 11,675 shares; 2025Q3: 11,965 shares; 2025Q4: 11,767 shares; 2026Q1: 11,806 shares 11,806 $5.23M 0.31% +39 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: 6,878 shares; 2024Q4: 6,511 shares; 2025Q1: 7,046 shares; 2025Q2: 7,448 shares; 2025Q3: 8,957 shares; 2025Q4: 7,834 shares; 2026Q1: 8,163 shares 8,163 $5.18M 0.31% +329 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,281 shares; 2026Q1: 9,695 shares 9,695 $5.18M 0.31% +1,414 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: 8,996 shares; 2024Q4: 9,988 shares; 2025Q1: 10,375 shares; 2025Q2: 11,281 shares; 2025Q3: 15,186 shares; 2025Q4: 15,498 shares; 2026Q1: 16,358 shares 16,358 $5.1M 0.3% +860 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,995 shares; 2024Q4: 187,345 shares; 2025Q1: 182,661 shares; 2025Q2: 160,093 shares; 2025Q3: 153,218 shares; 2025Q4: 146,887 shares; 2026Q1: 146,975 shares 146,975 $5.06M 0.3% +88 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,564 shares; 2024Q4: 214,809 shares; 2025Q1: 193,111 shares; 2025Q2: 186,237 shares; 2025Q3: 179,145 shares; 2025Q4: 185,738 shares; 2026Q1: 185,566 shares 185,566 $4.92M 0.29% -172 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: 8,382 shares; 2024Q4: 7,466 shares; 2025Q1: 7,576 shares; 2025Q2: 7,836 shares; 2025Q3: 8,231 shares; 2025Q4: 8,523 shares; 2026Q1: 8,881 shares 8,881 $4.54M 0.27% +358 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: 5,625 shares; 2024Q4: 6,311 shares; 2025Q1: 6,526 shares; 2025Q2: 6,098 shares; 2025Q3: 19,653 shares; 2025Q4: 19,660 shares; 2026Q1: 20,941 shares 20,941 $4.46M 0.27% +1,281 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,964 shares; 2024Q4: 24,449 shares; 2025Q1: 24,635 shares; 2025Q2: 22,310 shares; 2025Q3: 32,444 shares; 2025Q4: 34,018 shares; 2026Q1: 33,670 shares 33,670 $4.16M 0.25% -348 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: 63,895 shares; 2024Q4: 62,220 shares; 2025Q1: 57,505 shares; 2025Q2: 62,455 shares; 2025Q3: 62,222 shares; 2025Q4: 55,254 shares; 2026Q1: 55,890 shares 55,890 $4.16M 0.25% +636 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,249 shares; 2024Q4: 9,350 shares; 2025Q1: 9,833 shares; 2025Q2: 10,205 shares; 2025Q3: 10,873 shares; 2025Q4: 11,570 shares; 2026Q1: 12,592 shares 12,592 $3.98M 0.24% +1,022 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,993 shares; 2025Q3: 10,439 shares; 2025Q4: 10,780 shares; 2026Q1: 10,792 shares 10,792 $3.91M 0.23% +12 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,081 shares; 2025Q4: 8,044 shares; 2026Q1: 7,918 shares 7,918 $3.76M 0.22% -126 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: 290 shares; 2024Q4: 406 shares; 2025Q1: 371 shares; 2025Q2: 288 shares; 2025Q3: 323 shares; 2025Q4: 1,446 shares; 2026Q1: 34,748 shares 34,748 $3.65M 0.22% +33,302 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,185 shares; 2024Q4: 29,805 shares; 2025Q1: 26,052 shares; 2025Q2: 33,530 shares; 2025Q3: 23,862 shares; 2025Q4: 22,859 shares; 2026Q1: 23,463 shares 23,463 $3.23M 0.19% +604 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,165 shares; 2024Q4: 30,729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 7,723 shares; 2026Q1: 16,996 shares 16,996 $3.01M 0.18% +9,273 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,877 shares; 2025Q1: 5,798 shares; 2025Q2: 5,928 shares; 2025Q3: 5,773 shares; 2025Q4: 6,204 shares; 2026Q1: 6,012 shares 6,012 $3M 0.18% -192 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 74,650 shares; 2025Q1: 76,070 shares; 2025Q2: 71,901 shares; 2025Q3: 72,771 shares; 2025Q4: 71,315 shares; 2026Q1: 65,017 shares 65,017 $2.95M 0.18% -6,298 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: 4,416 shares; 2024Q4: 4,632 shares; 2025Q1: 4,597 shares; 2025Q2: 4,245 shares; 2025Q3: 14,402 shares; 2025Q4: 13,337 shares; 2026Q1: 13,392 shares 13,392 $2.87M 0.17% +55 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 13,216 shares; 2025Q1: 17,940 shares; 2025Q2: 24,291 shares; 2025Q3: 39,708 shares; 2025Q4: 52,328 shares; 2026Q1: 57,942 shares 57,942 $2.77M 0.16% +5,614 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: 13,410 shares; 2024Q4: 27,386 shares; 2025Q1: 25,116 shares; 2025Q2: 21,009 shares; 2025Q3: 22,783 shares; 2025Q4: 22,541 shares; 2026Q1: 22,515 shares 22,515 $2.66M 0.16% -26 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 16,982 shares; 2025Q1: 16,769 shares; 2025Q2: 16,700 shares; 2025Q3: 17,283 shares; 2025Q4: 16,625 shares; 2026Q1: 15,445 shares 15,445 $2.61M 0.16% -1,180 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: 31,846 shares; 2024Q4: 25,913 shares; 2025Q1: 22,971 shares; 2025Q2: 15,807 shares; 2025Q3: 15,688 shares; 2025Q4: 14,609 shares; 2026Q1: 15,128 shares 15,128 $2.59M 0.15% +519 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: 41,958 shares; 2024Q4: 59,463 shares; 2025Q1: 49,013 shares; 2025Q2: 35,819 shares; 2025Q3: 28,093 shares; 2025Q4: 28,260 shares; 2026Q1: 27,575 shares 27,575 $2.54M 0.15% -685 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 730 shares; 2025Q1: 908 shares; 2025Q2: 864 shares; 2025Q3: 2,337 shares; 2025Q4: 2,435 shares; 2026Q1: 3,046 shares 3,046 $2.46M 0.15% +611 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,231 shares; 2024Q4: 22,241 shares; 2025Q1: 21,700 shares; 2025Q2: 22,459 shares; 2025Q3: 33,998 shares; 2025Q4: 29,946 shares; 2026Q1: 32,101 shares 32,101 $2.4M 0.14% +2,155 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: 6,141 shares; 2024Q4: 6,482 shares; 2025Q1: 6,092 shares; 2025Q2: 6,115 shares; 2025Q3: 6,977 shares; 2025Q4: 6,865 shares; 2026Q1: 6,829 shares 6,829 $2.21M 0.13% -36 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,004 shares; 2024Q4: 22,959 shares; 2025Q1: 21,852 shares; 2025Q2: 15,875 shares; 2025Q3: 11,278 shares; 2025Q4: 11,633 shares; 2026Q1: 13,287 shares 13,287 $2.15M 0.13% +1,654 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 1,103 shares; 2025Q1: 1,216 shares; 2025Q2: 1,195 shares; 2025Q3: 1,240 shares; 2025Q4: 1,259 shares; 2026Q1: 1,267 shares 1,267 $2.05M 0.12% +8 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,194 shares; 2025Q1: 6,407 shares; 2025Q2: 6,748 shares; 2025Q3: 6,686 shares; 2025Q4: 6,491 shares; 2026Q1: 6,538 shares 6,538 $2.02M 0.12% +47 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,403 shares; 2025Q1: 1,601 shares; 2025Q2: 3,262 shares; 2025Q3: 3,169 shares; 2025Q4: 3,264 shares; 2026Q1: 2,906 shares 2,906 $1.94M 0.12% -358 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: 5,992 shares; 2024Q4: 5,709 shares; 2025Q1: 5,759 shares; 2025Q2: 5,741 shares; 2025Q3: 5,946 shares; 2025Q4: 7,924 shares; 2026Q1: 10,237 shares 10,237 $1.94M 0.12% +2,313 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,566 shares; 2025Q1: 1,594 shares; 2025Q2: 1,861 shares; 2025Q3: 5,428 shares; 2025Q4: 5,954 shares; 2026Q1: 5,719 shares 5,719 $1.81M 0.11% -235 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,522 shares; 2025Q1: 43,922 shares; 2025Q2: 68,074 shares; 2025Q3: 68,270 shares; 2025Q4: 67,287 shares; 2026Q1: 66,887 shares 66,887 $1.67M 0.1% -400 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: 14,209 shares; 2024Q4: 13,587 shares; 2025Q1: 12,419 shares; 2025Q2: 14,148 shares; 2025Q3: 13,668 shares; 2025Q4: 14,171 shares; 2026Q1: 17,774 shares 17,774 $1.67M 0.1% +3,603 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,942 shares; 2025Q1: 3,777 shares; 2025Q2: 7,686 shares; 2025Q3: 7,074 shares; 2025Q4: 6,279 shares; 2026Q1: 6,527 shares 6,527 $1.66M 0.1% +248 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,634 shares; 2024Q4: 19,136 shares; 2025Q1: 16,968 shares; 2025Q2: 15,665 shares; 2025Q3: 14,829 shares; 2025Q4: 13,087 shares; 2026Q1: 10,998 shares 10,998 $1.65M 0.1% -2,089 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,600 shares; 2025Q4: 20,261 shares; 2026Q1: 36,113 shares 36,113 $1.65M 0.1% +15,852 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 12,046 shares; 2026Q1: 11,632 shares 11,632 $1.62M 0.1% -414 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: 6,972 shares; 2024Q4: 19,191 shares; 2025Q1: 26,200 shares; 2025Q2: 26,244 shares; 2025Q3: 31,837 shares; 2025Q4: 45,638 shares; 2026Q1: 49,538 shares 49,538 $1.51M 0.09% +3,900 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,323 shares; 2025Q4: 9,503 shares; 2026Q1: 9,431 shares 9,431 $1.46M 0.09% -72 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: 10,951 shares; 2024Q4: 15,955 shares; 2025Q1: 15,689 shares; 2025Q2: 14,632 shares; 2025Q3: 13,835 shares; 2025Q4: 13,341 shares; 2026Q1: 11,660 shares 11,660 $1.44M 0.09% -1,681 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,410 shares; 2025Q1: 1,826 shares; 2025Q2: 3,818 shares; 2025Q3: 5,401 shares; 2025Q4: 6,001 shares; 2026Q1: 7,650 shares 7,650 $1.43M 0.09% +1,649 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.43M 0.08% 0 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: 220,790 shares; 2024Q4: 260,201 shares; 2025Q1: 245,592 shares; 2025Q2: 17,457 shares; 2025Q3: 24,774 shares; 2025Q4: 24,509 shares; 2026Q1: 21,684 shares 21,684 $1.42M 0.08% -2,825 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: 22,979 shares; 2024Q4: 22,589 shares; 2025Q1: 23,648 shares; 2025Q2: 24,192 shares; 2025Q3: 22,963 shares; 2025Q4: 21,474 shares; 2026Q1: 21,203 shares 21,203 $1.42M 0.08% -271 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 4,020 shares; 2025Q1: 9,863 shares; 2025Q2: 15,184 shares; 2025Q3: 20,336 shares; 2025Q4: 25,757 shares; 2026Q1: 32,135 shares 32,135 $1.42M 0.08% +6,378 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 1,672 shares; 2025Q4: 1,674 shares; 2026Q1: 1,647 shares 1,647 $1.42M 0.08% -27 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 3,130 shares; 2025Q4: 9,310 shares; 2026Q1: 8,598 shares 8,598 $1.42M 0.08% -712 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,353 shares; 2026Q1: 6,346 shares 6,346 $1.42M 0.08% +2,993 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: 2,753 shares; 2024Q4: 3,041 shares; 2025Q1: 3,436 shares; 2025Q2: 4,193 shares; 2025Q3: 3,672 shares; 2025Q4: 3,796 shares; 2026Q1: 4,373 shares 4,373 $1.41M 0.08% +577 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,724 shares; 2025Q4: 25,017 shares; 2026Q1: 21,214 shares 21,214 $1.33M 0.08% -3,803 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 852 shares; 2026Q1: 1,124 shares 1,124 $1.27M 0.08% +272 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,756 shares; 2025Q1: 1,918 shares; 2025Q2: 2,427 shares; 2025Q3: 2,998 shares; 2025Q4: 2,727 shares; 2026Q1: 2,998 shares 2,998 $1.26M 0.07% +271 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,240 shares; 2024Q4: 16,874 shares; 2025Q1: 14,647 shares; 2025Q2: 13,800 shares; 2025Q3: 13,689 shares; 2025Q4: 13,496 shares; 2026Q1: 13,531 shares 13,531 $1.25M 0.07% +35 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 11,335 shares; 2025Q1: 13,051 shares; 2025Q2: 14,259 shares; 2025Q3: 15,856 shares; 2025Q4: 15,936 shares; 2026Q1: 15,749 shares 15,749 $1.16M 0.07% -187 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: 18,619 shares; 2024Q4: 21,722 shares; 2025Q1: 21,964 shares; 2025Q2: 22,637 shares; 2025Q3: 26,033 shares; 2025Q4: 25,073 shares; 2026Q1: 23,488 shares 23,488 $1.11M 0.07% -1,585 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,533 shares; 2025Q4: 11,595 shares; 2026Q1: 11,839 shares 11,839 $1.1M 0.07% +244 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: 2,909 shares; 2024Q4: 3,445 shares; 2025Q1: 2,940 shares; 2025Q2: 4,599 shares; 2025Q3: 5,105 shares; 2025Q4: 7,585 shares; 2026Q1: 7,494 shares 7,494 $1.04M 0.06% -91 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 13,755 shares; 2025Q1: 13,553 shares; 2025Q2: 13,646 shares; 2025Q3: 14,100 shares; 2025Q4: 14,579 shares; 2026Q1: 14,965 shares 14,965 $1.03M 0.06% +386 Timeline XT 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: 15,374 shares; 2025Q4: 15,489 shares; 2026Q1: 15,562 shares 15,562 $1.02M 0.06% +73 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: 9,619 shares; 2024Q4: 9,516 shares; 2025Q1: 9,221 shares; 2025Q2: 9,971 shares; 2025Q3: 14,226 shares; 2025Q4: 14,760 shares; 2026Q1: 13,796 shares 13,796 $1.01M 0.06% -964 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,748 shares; 2026Q1: 9,402 shares 9,402 $1.01M 0.06% -346 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 185 shares; 2025Q4: 187 shares; 2026Q1: 241 shares 241 $993K 0.06% +54 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,436 shares; 2025Q4: 27,281 shares; 2026Q1: 28,796 shares 28,796 $969K 0.06% +1,515 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: 5,254 shares; 2024Q4: 4,654 shares; 2025Q1: 4,461 shares; 2025Q2: 4,397 shares; 2025Q3: 9,448 shares; 2025Q4: 23,084 shares; 2026Q1: 19,847 shares 19,847 $952K 0.06% -3,237 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: not reported; 2025Q1: 8,861 shares; 2025Q2: 8,766 shares; 2025Q3: 23,123 shares; 2025Q4: 12,746 shares; 2026Q1: 12,454 shares 12,454 $919K 0.05% -292 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: 77,167 shares; 2024Q4: 79,450 shares; 2025Q1: 16,057 shares; 2025Q2: 17,214 shares; 2025Q3: 19,498 shares; 2025Q4: 20,194 shares; 2026Q1: 24,389 shares 24,389 $919K 0.05% +4,195 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: 428 shares; 2025Q2: 479 shares; 2025Q3: 559 shares; 2025Q4: 601 shares; 2026Q1: 706 shares 706 $886K 0.05% +105 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: 5,140 shares; 2025Q3: 5,857 shares; 2025Q4: 6,115 shares; 2026Q1: 7,331 shares 7,331 $873K 0.05% +1,216 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: 701 shares; 2025Q1: 740 shares; 2025Q2: 736 shares; 2025Q3: 854 shares; 2025Q4: 1,104 shares; 2026Q1: 1,059 shares 1,059 $866K 0.05% -45 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 13,950 shares; 2025Q4: 29,854 shares; 2026Q1: 31,575 shares 31,575 $833K 0.05% +1,721 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 13,934 shares; 2025Q1: 15,664 shares; 2025Q2: 21,568 shares; 2025Q3: 20,357 shares; 2025Q4: 20,390 shares; 2026Q1: 28,696 shares 28,696 $806K 0.05% +8,306 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: 6,154 shares; 2024Q4: 7,190 shares; 2025Q1: 6,591 shares; 2025Q2: 6,232 shares; 2025Q3: 8,179 shares; 2025Q4: 7,897 shares; 2026Q1: 7,065 shares 7,065 $790K 0.05% -832 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: 110,665 shares; 2024Q4: 125,350 shares; 2025Q1: 119,041 shares; 2025Q2: 6,192 shares; 2025Q3: 9,475 shares; 2025Q4: 6,380 shares; 2026Q1: 6,296 shares 6,296 $761K 0.05% -84 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $759K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,123 shares; 2025Q1: 4,851 shares; 2025Q2: 4,840 shares; 2025Q3: 4,830 shares; 2025Q4: 4,503 shares; 2026Q1: 4,513 shares 4,513 $744K 0.04% +10 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: 8,314 shares; 2024Q4: 6,874 shares; 2025Q1: 6,616 shares; 2025Q2: 6,524 shares; 2025Q3: 5,661 shares; 2025Q4: 7,019 shares; 2026Q1: 6,845 shares 6,845 $741K 0.04% -174 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,744 shares; 2025Q1: 2,585 shares; 2025Q2: 3,156 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares; 2026Q1: 3,096 shares 3,096 $741K 0.04% -138 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: 4,442 shares; 2024Q4: 3,619 shares; 2025Q1: 3,314 shares; 2025Q2: 2,966 shares; 2025Q3: 2,918 shares; 2025Q4: 3,210 shares; 2026Q1: 3,052 shares 3,052 $740K 0.04% -158 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,486 shares; 2024Q4: 37,403 shares; 2025Q1: 31,329 shares; 2025Q2: 22,301 shares; 2025Q3: 21,478 shares; 2025Q4: 19,181 shares; 2026Q1: 18,593 shares 18,593 $739K 0.04% -588 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,527 shares; 2025Q4: 2,600 shares; 2026Q1: 2,860 shares 2,860 $736K 0.04% +260 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,981 shares; 2025Q1: 2,059 shares; 2025Q2: 2,135 shares; 2025Q3: 2,108 shares; 2025Q4: 4,365 shares; 2026Q1: 5,749 shares 5,749 $733K 0.04% +1,384 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 881 shares; 2025Q2: 1,403 shares; 2025Q3: 2,823 shares; 2025Q4: 2,344 shares; 2026Q1: 2,220 shares 2,220 $724K 0.04% -124 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: 3,365 shares; 2024Q4: 14,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 7,359 shares; 2026Q1: 8,181 shares 8,181 $717K 0.04% +822 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,083 shares; 2025Q1: 2,001 shares; 2025Q2: 1,700 shares; 2025Q3: 1,953 shares; 2025Q4: 2,073 shares; 2026Q1: 2,599 shares 2,599 $710K 0.04% +526 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: 465 shares; 2024Q4: 757 shares; 2025Q1: 565 shares; 2025Q2: 1,186 shares; 2025Q3: 1,351 shares; 2025Q4: 1,533 shares; 2026Q1: 1,436 shares 1,436 $709K 0.04% -97 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 10,615 shares; 2025Q1: 14,744 shares; 2025Q2: 12,259 shares; 2025Q3: 10,676 shares; 2025Q4: 20,575 shares; 2026Q1: 15,183 shares 15,183 $691K 0.04% -5,392 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,060 shares; 2026Q1: 7,000 shares 7,000 $688K 0.04% -1,060 Timeline NVOX 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: 59,122 shares; 2026Q1: 73,178 shares 73,178 $687K 0.04% +14,056 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,817 shares; 2025Q3: 3,443 shares; 2025Q4: 3,110 shares; 2026Q1: 3,167 shares 3,167 $672K 0.04% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,401 shares; 2025Q3: 15,728 shares; 2025Q4: 11,745 shares; 2026Q1: 13,206 shares 13,206 $668K 0.04% +1,461 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,628 shares; 2025Q1: 2,674 shares; 2025Q2: 2,574 shares; 2025Q3: 2,284 shares; 2025Q4: 2,217 shares; 2026Q1: 2,015 shares 2,015 $651K 0.04% -202 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: 1,139 shares; 2025Q2: 2,452 shares; 2025Q3: 1,540 shares; 2025Q4: 2,373 shares; 2026Q1: 2,712 shares 2,712 $623K 0.04% +339 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,518 shares 5,518 $584K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 3,617 shares; 2025Q1: 3,316 shares; 2025Q2: 2,855 shares; 2025Q3: 2,548 shares; 2025Q4: 2,293 shares; 2026Q1: 2,289 shares 2,289 $573K 0.03% -4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 3,782 shares 3,782 $569K 0.03% +1,965 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,770 shares; 2025Q1: 7,630 shares; 2025Q2: 7,525 shares; 2025Q3: 13,562 shares; 2025Q4: 13,707 shares; 2026Q1: 14,521 shares 14,521 $567K 0.03% +814 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,266 shares; 2025Q4: 5,434 shares; 2026Q1: 6,146 shares 6,146 $567K 0.03% +712 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: 9,433 shares; 2025Q4: 9,665 shares; 2026Q1: 8,136 shares 8,136 $563K 0.03% -1,529 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 5,974 shares; 2026Q1: 9,861 shares 9,861 $555K 0.03% +3,887 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,458 shares; 2025Q4: 18,073 shares; 2026Q1: 22,476 shares 22,476 $548K 0.03% +4,403 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: 6,048 shares; 2024Q4: 5,363 shares; 2025Q1: 4,493 shares; 2025Q2: 3,799 shares; 2025Q3: 4,440 shares; 2025Q4: 3,863 shares; 2026Q1: 3,785 shares 3,785 $548K 0.03% -78 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: 4,896 shares; 2024Q4: 3,863 shares; 2025Q1: 3,840 shares; 2025Q2: 5,104 shares; 2025Q3: 4,923 shares; 2025Q4: 6,583 shares; 2026Q1: 5,428 shares 5,428 $538K 0.03% -1,155 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 7,303 shares; 2025Q1: 7,020 shares; 2025Q2: 7,115 shares; 2025Q3: 6,768 shares; 2025Q4: 5,698 shares; 2026Q1: 5,711 shares 5,711 $531K 0.03% +13 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 16,410 shares; 2025Q4: 16,157 shares; 2026Q1: 16,209 shares 16,209 $522K 0.03% +52 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: 24,151 shares; 2024Q4: 22,495 shares; 2025Q1: 20,368 shares; 2025Q2: 24,168 shares; 2025Q3: 22,830 shares; 2025Q4: 22,291 shares; 2026Q1: 17,215 shares 17,215 $519K 0.03% -5,076 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares; 2025Q4: 5,142 shares; 2026Q1: 5,109 shares 5,109 $517K 0.03% -33 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,848 shares; 2025Q3: 7,299 shares; 2025Q4: 8,022 shares; 2026Q1: 8,246 shares 8,246 $511K 0.03% +224 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP 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: 14,252 shares; 2025Q4: 14,252 shares; 2026Q1: 12,300 shares 12,300 $508K 0.03% -1,952 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 10,865 shares; 2025Q4: 10,575 shares; 2026Q1: 20,278 shares 20,278 $505K 0.03% +9,703 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,572 shares; 2025Q4: 5,271 shares; 2026Q1: 5,976 shares 5,976 $500K 0.03% +705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,713 shares; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: 3,545 shares 3,545 $496K 0.03% -358 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,328 shares; 2024Q4: 28,801 shares; 2025Q1: 26,739 shares; 2025Q2: 29,896 shares; 2025Q3: 29,777 shares; 2025Q4: 26,980 shares; 2026Q1: 17,761 shares 17,761 $493K 0.03% -9,219 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: 1,155 shares; 2025Q4: 1,519 shares; 2026Q1: 1,879 shares 1,879 $492K 0.03% +360 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,552 shares; 2025Q1: 3,151 shares; 2025Q2: not reported; 2025Q3: 8,632 shares; 2025Q4: 9,817 shares; 2026Q1: 9,474 shares 9,474 $490K 0.03% -343 Timeline AIBU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,493 shares; 2025Q4: 14,493 shares; 2026Q1: 14,827 shares 14,827 $488K 0.03% +334 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $472K 0.03% 0 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: 5,104 shares; 2024Q4: 5,092 shares; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 6,400 shares; 2025Q4: 6,197 shares; 2026Q1: 6,099 shares 6,099 $470K 0.03% -98 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: 7,626 shares; 2024Q4: 7,098 shares; 2025Q1: 7,429 shares; 2025Q2: 6,411 shares; 2025Q3: 6,005 shares; 2025Q4: 5,542 shares; 2026Q1: 5,375 shares 5,375 $466K 0.03% -167 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 7,254 shares; 2025Q1: 5,640 shares; 2025Q2: 6,414 shares; 2025Q3: 5,931 shares; 2025Q4: 5,739 shares; 2026Q1: 5,906 shares 5,906 $465K 0.03% +167 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,658 shares; 2025Q4: 5,799 shares; 2026Q1: 6,885 shares 6,885 $463K 0.03% +1,086 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,179 shares; 2025Q1: 5,451 shares; 2025Q2: 8,393 shares; 2025Q3: 6,829 shares; 2025Q4: 13,646 shares; 2026Q1: 12,206 shares 12,206 $462K 0.03% -1,440 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: 739 shares; 2024Q4: 821 shares; 2025Q1: 838 shares; 2025Q2: 1,256 shares; 2025Q3: 1,613 shares; 2025Q4: 1,597 shares; 2026Q1: 1,322 shares 1,322 $454K 0.03% -275 Timeline CURE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,723 shares; 2024Q4: 10,235 shares; 2025Q1: 10,085 shares; 2025Q2: 6,167 shares; 2025Q3: 5,763 shares; 2025Q4: 5,222 shares; 2026Q1: 5,212 shares 5,212 $452K 0.03% -10 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,812 shares; 2024Q4: 139,844 shares; 2025Q1: 125,869 shares; 2025Q2: 84,719 shares; 2025Q3: 75,177 shares; 2025Q4: 54,317 shares; 2026Q1: 45,081 shares 45,081 $451K 0.03% -9,236 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: 6,975 shares; 2024Q4: 7,275 shares; 2025Q1: 6,139 shares; 2025Q2: 8,968 shares; 2025Q3: 5,996 shares; 2025Q4: 5,506 shares; 2026Q1: 7,540 shares 7,540 $450K 0.03% +2,034 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,892 shares; 2026Q1: 1,879 shares 1,879 $446K 0.03% -13 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: 5,970 shares; 2026Q1: 6,821 shares 6,821 $444K 0.03% +851 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: 2,100 shares; 2024Q4: 2,110 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,152 shares 2,152 $444K 0.03% +35 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: 4,275 shares; 2024Q4: 2,782 shares; 2025Q1: 2,471 shares; 2025Q2: 1,176 shares; 2025Q3: 6,134 shares; 2025Q4: 1,541 shares; 2026Q1: 2,272 shares 2,272 $438K 0.03% +731 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares; 2026Q1: 3,202 shares 3,202 $430K 0.03% -5 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $424K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,875 shares; 2025Q4: 7,269 shares; 2026Q1: 7,324 shares 7,324 $422K 0.03% +55 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares; 2026Q1: 6,564 shares 6,564 $417K 0.02% +490 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,758 shares 3,758 $411K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,058 shares; 2025Q4: 7,191 shares; 2026Q1: 7,131 shares 7,131 $409K 0.02% -60 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,930 shares; 2025Q4: 12,387 shares; 2026Q1: 12,789 shares 12,789 $396K 0.02% +402 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,219 shares; 2025Q1: 1,244 shares; 2025Q2: 1,929 shares; 2025Q3: 1,948 shares; 2025Q4: 1,942 shares; 2026Q1: 1,938 shares 1,938 $391K 0.02% -4 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: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 9,081 shares; 2025Q4: 3,957 shares; 2026Q1: 3,357 shares 3,357 $390K 0.02% -600 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,450 shares; 2025Q1: 1,585 shares; 2025Q2: 1,385 shares; 2025Q3: 1,623 shares; 2025Q4: 1,585 shares; 2026Q1: 1,385 shares 1,385 $387K 0.02% -200 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: 431 shares; 2025Q1: 443 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 391 shares; 2026Q1: 403 shares 403 $376K 0.02% +12 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 1,219 shares; 2025Q4: 1,196 shares; 2026Q1: 1,190 shares 1,190 $376K 0.02% -6 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: 2,421 shares; 2025Q4: 2,406 shares; 2026Q1: 2,392 shares 2,392 $375K 0.02% -14 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 7,780 shares 7,780 $374K 0.02% +3,124 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 808 shares; 2025Q4: 1,278 shares; 2026Q1: 1,282 shares 1,282 $374K 0.02% +4 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: 1,487 shares; 2024Q4: 3,204 shares; 2025Q1: 1,149 shares; 2025Q2: 1,026 shares; 2025Q3: 1,077 shares; 2025Q4: 1,260 shares; 2026Q1: 1,552 shares 1,552 $372K 0.02% +292 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,617 shares; 2026Q1: 7,647 shares 7,647 $370K 0.02% +30 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 924 shares; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 889 shares; 2025Q4: 849 shares; 2026Q1: 847 shares 847 $364K 0.02% -2 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,069 shares; 2025Q1: 2,961 shares; 2025Q2: 2,716 shares; 2025Q3: 2,608 shares; 2025Q4: 2,473 shares; 2026Q1: 2,234 shares 2,234 $362K 0.02% -239 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: 2,818 shares; 2024Q4: 2,792 shares; 2025Q1: 2,192 shares; 2025Q2: 3,350 shares; 2025Q3: 2,429 shares; 2025Q4: 2,190 shares; 2026Q1: 2,295 shares 2,295 $360K 0.02% +105 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to 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: 12,800 shares 12,800 $349K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,790 shares; 2026Q1: 2,629 shares 2,629 $346K 0.02% -161 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 7,939 shares; 2025Q1: 7,623 shares; 2025Q2: 7,412 shares; 2025Q3: 7,228 shares; 2025Q4: 6,661 shares; 2026Q1: 6,582 shares 6,582 $346K 0.02% -79 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,961 shares; 2025Q4: 2,961 shares; 2026Q1: 2,831 shares 2,831 $344K 0.02% -130 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: 2,243 shares; 2025Q4: 2,070 shares; 2026Q1: 2,123 shares 2,123 $341K 0.02% +53 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares; 2025Q4: 6,506 shares; 2026Q1: 6,429 shares 6,429 $340K 0.02% -77 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 18,360 shares; 2025Q4: 18,340 shares; 2026Q1: 20,408 shares 20,408 $339K 0.02% +2,068 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: 5,201 shares; 2024Q4: 5,794 shares; 2025Q1: 5,070 shares; 2025Q2: 4,699 shares; 2025Q3: 5,496 shares; 2025Q4: 4,671 shares; 2026Q1: 4,416 shares 4,416 $337K 0.02% -255 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 16,290 shares; 2025Q1: 16,359 shares; 2025Q2: 16,392 shares; 2025Q3: 11,936 shares; 2025Q4: 11,831 shares; 2026Q1: 9,626 shares 9,626 $337K 0.02% -2,205 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,930 shares; 2025Q1: 3,994 shares; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 4,125 shares; 2026Q1: 4,854 shares 4,854 $335K 0.02% +729 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 1,733 shares; 2026Q1: 1,792 shares 1,792 $331K 0.02% +59 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 2,672 shares; 2026Q1: 4,046 shares 4,046 $331K 0.02% +1,374 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,847 shares; 2024Q4: 130,982 shares; 2025Q1: 127,475 shares; 2025Q2: 106,530 shares; 2025Q3: 159,988 shares; 2025Q4: 61,781 shares; 2026Q1: 44,787 shares 44,787 $331K 0.02% -16,994 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 886 shares; 2025Q3: 1,058 shares; 2025Q4: 1,051 shares; 2026Q1: 1,101 shares 1,101 $328K 0.02% +50 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: 11,766 shares; 2024Q4: 26,840 shares; 2025Q1: 12,057 shares; 2025Q2: 11,800 shares; 2025Q3: 10,206 shares; 2025Q4: 9,667 shares; 2026Q1: 7,902 shares 7,902 $325K 0.02% -1,765 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: 2,227 shares; 2025Q4: 2,594 shares; 2026Q1: 1,730 shares 1,730 $325K 0.02% -864 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 2,345 shares; 2025Q4: 2,268 shares; 2026Q1: 3,705 shares 3,705 $324K 0.02% +1,437 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,502 shares; 2026Q1: 5,462 shares 5,462 $323K 0.02% -40 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 861 shares; 2025Q1: 693 shares; 2025Q2: 894 shares; 2025Q3: 956 shares; 2025Q4: 935 shares; 2026Q1: 920 shares 920 $321K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,885 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares 8,490 $321K 0.02% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 3,045 shares; 2025Q4: 3,045 shares; 2026Q1: 2,745 shares 2,745 $321K 0.02% -300 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,961 shares; 2026Q1: 2,018 shares 2,018 $320K 0.02% +57 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $319K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 2,480 shares; 2026Q1: 2,440 shares 2,440 $314K 0.02% -40 Timeline VTWO 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: 2,835 shares; 2024Q4: 2,765 shares; 2025Q1: 3,199 shares; 2025Q2: 2,599 shares; 2025Q3: 2,754 shares; 2025Q4: 3,175 shares; 2026Q1: 3,235 shares 3,235 $313K 0.02% +60 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,016 shares 13,016 $312K 0.02% new 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: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,985 shares; 2026Q1: 3,084 shares 3,084 $310K 0.02% -2,901 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: 2,309 shares; 2024Q4: 2,314 shares; 2025Q1: 2,019 shares; 2025Q2: 2,157 shares; 2025Q3: 2,201 shares; 2025Q4: 2,029 shares; 2026Q1: 1,961 shares 1,961 $307K 0.02% -68 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,593 shares 5,593 $304K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares 1,442 $304K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares; 2026Q1: 3,470 shares 3,470 $295K 0.02% +321 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,008 shares; 2025Q1: 8,623 shares; 2025Q2: 6,291 shares; 2025Q3: 6,271 shares; 2025Q4: 6,096 shares; 2026Q1: 6,016 shares 6,016 $294K 0.02% -80 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 6,930 shares; 2025Q1: 3,030 shares; 2025Q2: 4,071 shares; 2025Q3: 4,080 shares; 2025Q4: 4,221 shares; 2026Q1: 4,268 shares 4,268 $283K 0.02% +47 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,239 shares; 2026Q1: 3,199 shares 3,199 $281K 0.02% -40 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 861 shares; 2025Q4: 835 shares; 2026Q1: 856 shares 856 $278K 0.02% +21 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: 3,017 shares; 2024Q4: 3,051 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: not reported; 2026Q1: 1,130 shares 1,130 $277K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,562 shares; 2025Q4: 2,561 shares; 2026Q1: 2,695 shares 2,695 $275K 0.02% +134 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,722 shares; 2024Q4: 44,722 shares; 2025Q1: 44,722 shares; 2025Q2: 44,722 shares; 2025Q3: 44,722 shares; 2025Q4: 44,722 shares; 2026Q1: 44,722 shares 44,722 $268K 0.02% 0 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: 2,014 shares; 2024Q4: 2,364 shares; 2025Q1: 2,414 shares; 2025Q2: 2,099 shares; 2025Q3: 1,994 shares; 2025Q4: 2,044 shares; 2026Q1: 2,150 shares 2,150 $265K 0.02% +106 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,173 shares 3,173 $264K 0.02% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 941 shares; 2025Q1: 942 shares; 2025Q2: 893 shares; 2025Q3: 890 shares; 2025Q4: 963 shares; 2026Q1: 852 shares 852 $263K 0.02% -111 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 2,496 shares; 2025Q1: 3,047 shares; 2025Q2: 3,029 shares; 2025Q3: 2,953 shares; 2025Q4: 2,837 shares; 2026Q1: 2,765 shares 2,765 $263K 0.02% -72 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: 32,827 shares; 2025Q1: 32,932 shares; 2025Q2: 36,157 shares; 2025Q3: 35,732 shares; 2025Q4: 35,652 shares; 2026Q1: 39,307 shares 39,307 $261K 0.02% +3,655 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: 49,885 shares; 2024Q4: 38,716 shares; 2025Q1: 4,088 shares; 2025Q2: 4,421 shares; 2025Q3: 4,253 shares; 2025Q4: 3,655 shares; 2026Q1: 2,143 shares 2,143 $260K 0.02% -1,512 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,036 shares; 2025Q1: 2,188 shares; 2025Q2: 1,988 shares; 2025Q3: 1,951 shares; 2025Q4: 2,012 shares; 2026Q1: 1,786 shares 1,786 $257K 0.02% -226 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: not reported; 2025Q4: not reported; 2026Q1: 708 shares 708 $257K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,145 shares; 2025Q1: not reported; 2025Q2: 1,724 shares; 2025Q3: 1,797 shares; 2025Q4: 1,655 shares; 2026Q1: 1,342 shares 1,342 $250K 0.01% -313 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 4,172 shares; 2025Q4: 3,336 shares; 2026Q1: 2,868 shares 2,868 $249K 0.01% -468 Timeline GUSH DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,401 shares 5,401 $249K 0.01% new Timeline TBG 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: 6,313 shares; 2025Q2: 6,350 shares; 2025Q3: 6,381 shares; 2025Q4: 6,213 shares; 2026Q1: 7,130 shares 7,130 $246K 0.01% +917 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: 2,239 shares; 2024Q4: 2,383 shares; 2025Q1: 2,250 shares; 2025Q2: 2,148 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares; 2026Q1: 2,170 shares 2,170 $244K 0.01% +3 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 972 shares; 2025Q4: 877 shares; 2026Q1: 655 shares 655 $244K 0.01% -222 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,230 shares; 2026Q1: 10,677 shares 10,677 $238K 0.01% +2,447 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,359 shares 1,359 $238K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,290 shares; 2025Q4: 1,235 shares; 2026Q1: 1,258 shares 1,258 $234K 0.01% +23 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: not reported; 2025Q1: not reported; 2025Q2: 4,541 shares; 2025Q3: 4,285 shares; 2025Q4: not reported; 2026Q1: 4,434 shares 4,434 $232K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 4,704 shares; 2025Q2: 5,731 shares; 2025Q3: 5,000 shares; 2025Q4: 5,807 shares; 2026Q1: 3,186 shares 3,186 $232K 0.01% -2,621 Timeline IUSV 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: 2,299 shares 2,299 $231K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 5,797 shares; 2025Q4: 5,880 shares; 2026Q1: 6,030 shares 6,030 $229K 0.01% +150 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares; 2026Q1: 2,524 shares 2,524 $225K 0.01% -51 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 545 shares 545 $224K 0.01% +51 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,519 shares; 2026Q1: 13,355 shares 13,355 $223K 0.01% -1,164 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: 7,077 shares; 2024Q4: 3,945 shares; 2025Q1: 3,440 shares; 2025Q2: 3,250 shares; 2025Q3: 3,210 shares; 2025Q4: 2,180 shares; 2026Q1: 2,096 shares 2,096 $222K 0.01% -84 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 785 shares 785 $222K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares; 2026Q1: 1,736 shares 1,736 $221K 0.01% -555 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares 1,479 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,892 shares; 2025Q2: 5,209 shares; 2025Q3: not reported; 2025Q4: 5,141 shares; 2026Q1: 4,289 shares 4,289 $216K 0.01% -852 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: not reported; 2024Q4: not reported; 2025Q1: 7,282 shares; 2025Q2: 7,146 shares; 2025Q3: 10,566 shares; 2025Q4: not reported; 2026Q1: 7,490 shares 7,490 $216K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,018 shares; 2026Q1: 1,018 shares 1,018 $212K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,555 shares; 2025Q1: 18,854 shares; 2025Q2: 19,258 shares; 2025Q3: 8,700 shares; 2025Q4: 8,941 shares; 2026Q1: 9,961 shares 9,961 $210K 0.01% +1,020 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 601 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $210K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 636 shares 636 $208K 0.01% +54 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,857 shares; 2026Q1: 1,912 shares 1,912 $207K 0.01% +55 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,490 shares 2,490 $205K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 361 shares; 2026Q1: 357 shares 357 $205K 0.01% -4 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 837 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 772 shares 772 $203K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 651 shares; 2025Q4: 673 shares; 2026Q1: 677 shares 677 $201K 0.01% +4 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares; 2026Q1: 2,103 shares 2,103 $201K 0.01% +144 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 577 shares 577 $201K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,854 shares 13,854 $201K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,467 shares; 2025Q4: 1,471 shares; 2026Q1: 1,638 shares 1,638 $200K 0.01% +167 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 6,259 shares; 2026Q1: 7,252 shares 7,252 $193K 0.01% +993 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,361 shares 10,361 $181K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 17,872 shares; 2025Q3: 17,023 shares; 2025Q4: 15,215 shares; 2026Q1: 16,532 shares 16,532 $163K 0.01% +1,317 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,588 shares; 2024Q4: 29,242 shares; 2025Q1: 19,255 shares; 2025Q2: 17,886 shares; 2025Q3: 23,630 shares; 2025Q4: 24,703 shares; 2026Q1: 10,636 shares 10,636 $161K 0.01% -14,067 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 28,592 shares; 2025Q1: 26,481 shares; 2025Q2: 26,840 shares; 2025Q3: 30,241 shares; 2025Q4: 24,792 shares; 2026Q1: 25,687 shares 25,687 $155K 0.01% +895 Timeline NVDY 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: 15,186 shares; 2025Q4: 11,303 shares; 2026Q1: 11,225 shares 11,225 $139K 0.01% -78 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,088 shares; 2025Q1: 21,088 shares; 2025Q2: 62,552 shares; 2025Q3: 74,252 shares; 2025Q4: 74,252 shares; 2026Q1: 62,552 shares 62,552 $124K 0.01% -11,700 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,258 shares; 2025Q2: 17,248 shares; 2025Q3: 16,248 shares; 2025Q4: 24,248 shares; 2026Q1: 29,248 shares 29,248 $117K 0.01% +5,000 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 10,904 shares; 2025Q1: 11,013 shares; 2025Q2: 12,569 shares; 2025Q3: 12,022 shares; 2025Q4: 17,105 shares; 2026Q1: 20,884 shares 20,884 $115K 0.01% +3,779 Timeline AMZY 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: 11,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $107K 0.01% 0 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA 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: 25,500 shares 25,500 $95.1K 0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,953 shares; 2025Q1: 18,453 shares; 2025Q2: 28,353 shares; 2025Q3: 25,883 shares; 2025Q4: 15,695 shares; 2026Q1: 10,654 shares 10,654 $83.4K <0.01% -5,041 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,461 shares 10,461 $82.3K <0.01% new Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,300 shares; 2026Q1: 12,500 shares 12,500 $63.5K <0.01% -1,800 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,096 shares; 2025Q1: 14,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares; 2026Q1: 4,541 shares 4,541 $58.9K <0.01% -2,001 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,805 shares; 2025Q2: 12,605 shares; 2025Q3: 12,605 shares; 2025Q4: 12,605 shares; 2026Q1: 12,605 shares 12,605 $56.5K <0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,386 shares; 2026Q1: 14,386 shares 14,386 $37.8K <0.01% 0 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: not reported; 2026Q1: 355 shares 355 $36.6K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 12,129 shares; 2025Q1: 12,152 shares; 2025Q2: 12,184 shares; 2025Q3: 10,972 shares; 2025Q4: 10,655 shares; 2026Q1: 10,681 shares 10,681 $26.8K <0.01% +26 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 14,600 shares; 2026Q1: 14,600 shares 14,600 $19.3K <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,830 shares 10,830 $17.4K <0.01% +330 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $15.5K <0.01% 0 Timeline