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: 312,247 shares; 2024Q4: 314,147 shares; 2025Q1: 273,849 shares; 2025Q2: 291,615 shares; 2025Q3: 289,167 shares; 2025Q4: 671,145 shares; 2026Q1: 699,776 shares 699,776 $93M 4.94% +28,631 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: 193,032 shares; 2024Q4: 202,223 shares; 2025Q1: 1,040,253 shares; 2025Q2: 247,000 shares; 2025Q3: 223,412 shares; 2025Q4: 264,686 shares; 2026Q1: 651,388 shares 651,388 $65.6M 3.48% +386,702 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,122 shares; 2025Q4: not reported; 2026Q1: 2,680,859 shares 2,680,859 $41.5M 2.21% new Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,223 shares; 2025Q1: 148,634 shares; 2025Q2: not reported; 2025Q3: 734,495 shares; 2025Q4: 140,631 shares; 2026Q1: 1,103,222 shares 1,103,222 $39.4M 2.09% +962,591 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: 224,638 shares; 2024Q4: 181,433 shares; 2025Q1: 400,971 shares; 2025Q2: 528,982 shares; 2025Q3: 716,747 shares; 2025Q4: 636,564 shares; 2026Q1: 556,491 shares 556,491 $38.8M 2.06% -80,073 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,339 shares; 2024Q4: 120,454 shares; 2025Q1: 57,205 shares; 2025Q2: 27,434 shares; 2025Q3: 20,748 shares; 2025Q4: 25,448 shares; 2026Q1: 377,582 shares 377,582 $32.7M 1.74% +352,134 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,399 shares; 2024Q4: 612,117 shares; 2025Q1: 674,163 shares; 2025Q2: 618,568 shares; 2025Q3: 627,759 shares; 2025Q4: 640,051 shares; 2026Q1: 690,755 shares 690,755 $31.9M 1.69% +50,704 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,885 shares; 2024Q4: 143,021 shares; 2025Q1: 127,611 shares; 2025Q2: 142,791 shares; 2025Q3: 146,570 shares; 2025Q4: 167,937 shares; 2026Q1: 269,989 shares 269,989 $29.4M 1.56% +102,052 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: 48,224 shares; 2024Q4: 48,411 shares; 2025Q1: 41,577 shares; 2025Q2: 21,589 shares; 2025Q3: 24,476 shares; 2025Q4: 30,138 shares; 2026Q1: 43,477 shares 43,477 $28.4M 1.51% +13,339 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: 160,091 shares; 2024Q4: 59,845 shares; 2025Q1: 458,292 shares; 2025Q2: 279,391 shares; 2025Q3: 300,274 shares; 2025Q4: 211,407 shares; 2026Q1: 313,589 shares 313,589 $28.4M 1.51% +102,182 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: 183,412 shares; 2024Q4: 198,004 shares; 2025Q1: 188,760 shares; 2025Q2: 191,069 shares; 2025Q3: 194,554 shares; 2025Q4: 181,170 shares; 2026Q1: 183,003 shares 183,003 $26.8M 1.42% +1,833 Timeline APPLE INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,560 shares 102,560 $26M 1.38% new 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: 15,299 shares; 2024Q4: 13,436 shares; 2025Q1: 8,807 shares; 2025Q2: 4,897 shares; 2025Q3: 5,877 shares; 2025Q4: 5,607 shares; 2026Q1: 257,903 shares 257,903 $25.6M 1.36% +252,296 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472,285 shares 472,285 $25.6M 1.36% new 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: 34,215 shares; 2024Q4: 36,694 shares; 2025Q1: 69,986 shares; 2025Q2: 79,226 shares; 2025Q3: 80,962 shares; 2025Q4: 120,030 shares; 2026Q1: 119,949 shares 119,949 $25.3M 1.35% -81 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: 64,546 shares; 2024Q4: 69,811 shares; 2025Q1: 55,192 shares; 2025Q2: 26,373 shares; 2025Q3: 63,604 shares; 2025Q4: 56,469 shares; 2026Q1: 39,351 shares 39,351 $23.5M 1.25% -17,118 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: 172,618 shares; 2024Q4: 149,670 shares; 2025Q1: 184,530 shares; 2025Q2: 178,046 shares; 2025Q3: 176,348 shares; 2025Q4: 184,669 shares; 2026Q1: 206,609 shares 206,609 $23.4M 1.24% +21,940 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,440 shares; 2024Q4: 253,258 shares; 2025Q1: 314,379 shares; 2025Q2: 327,075 shares; 2025Q3: 402,993 shares; 2025Q4: 424,443 shares; 2026Q1: 388,473 shares 388,473 $22.6M 1.2% -35,970 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: 651,204 shares; 2024Q4: 666,297 shares; 2025Q1: 681,145 shares; 2025Q2: 625,597 shares; 2025Q3: 863,200 shares; 2025Q4: 728,775 shares; 2026Q1: 412,742 shares 412,742 $20.4M 1.08% -316,033 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292,118 shares 292,118 $20.1M 1.07% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,149 shares; 2024Q4: 196,852 shares; 2025Q1: 187,306 shares; 2025Q2: 283,140 shares; 2025Q3: 256,390 shares; 2025Q4: 242,558 shares; 2026Q1: 258,483 shares 258,483 $19.2M 1.02% +15,925 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887,550 shares; 2024Q4: 6,541,417 shares; 2025Q1: 6,798,033 shares; 2025Q2: 10,669,817 shares; 2025Q3: 11,173,852 shares; 2025Q4: 9,064,306 shares; 2026Q1: 11,718,501 shares 11,718,501 $17.8M 0.95% +2,654,195 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 154,694 shares; 2025Q1: 161,856 shares; 2025Q2: 256,992 shares; 2025Q3: 209,595 shares; 2025Q4: 203,547 shares; 2026Q1: 158,772 shares 158,772 $17.6M 0.93% -44,775 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: 20,704 shares; 2024Q4: 17,837 shares; 2025Q1: 17,475 shares; 2025Q2: 19,073 shares; 2025Q3: 38,188 shares; 2025Q4: 42,567 shares; 2026Q1: 44,528 shares 44,528 $16.5M 0.88% +1,961 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: 14,556 shares; 2024Q4: 14,363 shares; 2025Q1: 13,915 shares; 2025Q2: 11,550 shares; 2025Q3: 13,380 shares; 2025Q4: 17,583 shares; 2026Q1: 25,102 shares 25,102 $16.3M 0.87% +7,519 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: 306,185 shares; 2024Q4: 190,860 shares; 2025Q1: 256,197 shares; 2025Q2: 75,632 shares; 2025Q3: 57,733 shares; 2025Q4: 230,602 shares; 2026Q1: 155,090 shares 155,090 $15.9M 0.84% -75,512 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,558 shares; 2025Q3: 272,692 shares; 2025Q4: 291,996 shares; 2026Q1: 474,421 shares 474,421 $15.6M 0.83% +182,425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: not reported; 2025Q4: 4,908 shares; 2026Q1: 162,042 shares 162,042 $15.1M 0.8% +157,134 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 159,648 shares 159,648 $14.5M 0.77% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to 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: 342,542 shares 342,542 $14.5M 0.77% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO 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: not reported; 2025Q4: not reported; 2026Q1: 694,853 shares 694,853 $14.4M 0.77% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,160 shares; 2024Q4: 72,503 shares; 2025Q1: 131,849 shares; 2025Q2: 169,580 shares; 2025Q3: 143,038 shares; 2025Q4: 128,985 shares; 2026Q1: 141,525 shares 141,525 $14.3M 0.76% +12,540 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,656 shares; 2024Q4: 109,620 shares; 2025Q1: 120,526 shares; 2025Q2: 112,449 shares; 2025Q3: 130,199 shares; 2025Q4: 134,640 shares; 2026Q1: 150,076 shares 150,076 $14.2M 0.76% +15,436 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: 140,215 shares; 2024Q4: 145,340 shares; 2025Q1: 161,397 shares; 2025Q2: 108,918 shares; 2025Q3: 98,884 shares; 2025Q4: 93,561 shares; 2026Q1: 85,280 shares 85,280 $13.8M 0.73% -8,281 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,159 shares 189,159 $13.8M 0.73% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,179 shares; 2024Q4: 202,073 shares; 2025Q1: 206,228 shares; 2025Q2: 198,298 shares; 2025Q3: 141,926 shares; 2025Q4: 132,296 shares; 2026Q1: 148,083 shares 148,083 $13.6M 0.72% +15,787 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: 71,862 shares; 2024Q4: 77,003 shares; 2025Q1: 106,165 shares; 2025Q2: 112,020 shares; 2025Q3: 100,718 shares; 2025Q4: 64,545 shares; 2026Q1: 69,242 shares 69,242 $13.3M 0.71% +4,697 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,801 shares; 2024Q4: 80,625 shares; 2025Q1: 166,385 shares; 2025Q2: 132,140 shares; 2025Q3: 98,226 shares; 2025Q4: 143,112 shares; 2026Q1: 287,043 shares 287,043 $13.2M 0.7% +143,931 Timeline DVYE 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: 434,183 shares; 2025Q1: 490,797 shares; 2025Q2: 537,629 shares; 2025Q3: 348,265 shares; 2025Q4: 396,053 shares; 2026Q1: 357,006 shares 357,006 $12.3M 0.65% -39,047 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527,955 shares 527,955 $12M 0.64% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 360,031 shares 360,031 $11.9M 0.63% new Timeline EEV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699,739 shares 699,739 $11.8M 0.63% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,414 shares; 2025Q2: 71,885 shares; 2025Q3: 76,176 shares; 2025Q4: 89,192 shares; 2026Q1: 102,969 shares 102,969 $11.7M 0.62% +13,777 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: 81,047 shares; 2024Q4: 65,781 shares; 2025Q1: 1,847 shares; 2025Q2: 44,196 shares; 2025Q3: 55,836 shares; 2025Q4: 32,039 shares; 2026Q1: 34,181 shares 34,181 $11.6M 0.61% +2,142 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,513 shares; 2024Q4: 51,811 shares; 2025Q1: 31,219 shares; 2025Q2: 43,666 shares; 2025Q3: 64,761 shares; 2025Q4: 126,936 shares; 2026Q1: 148,947 shares 148,947 $11.5M 0.61% +22,011 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,123 shares; 2024Q4: 105,496 shares; 2025Q1: 75,007 shares; 2025Q2: 75,750 shares; 2025Q3: 21,793 shares; 2025Q4: 15,346 shares; 2026Q1: 102,394 shares 102,394 $11.4M 0.61% +87,048 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 40,969 shares; 2025Q1: 44,187 shares; 2025Q2: 112,217 shares; 2025Q3: 98,693 shares; 2025Q4: 74,313 shares; 2026Q1: 65,153 shares 65,153 $11.4M 0.6% -9,160 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: 72,185 shares; 2024Q4: 80,821 shares; 2025Q1: 71,107 shares; 2025Q2: 37,956 shares; 2025Q3: 75,264 shares; 2025Q4: 64,262 shares; 2026Q1: 25,904 shares 25,904 $11.3M 0.6% -38,358 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,170 shares; 2024Q4: 73,767 shares; 2025Q1: 78,197 shares; 2025Q2: 71,499 shares; 2025Q3: 84,727 shares; 2025Q4: 85,626 shares; 2026Q1: 466,672 shares 466,672 $10.7M 0.57% +381,046 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 23,840 shares; 2025Q1: 24,474 shares; 2025Q2: 25,264 shares; 2025Q3: 27,989 shares; 2025Q4: 40,433 shares; 2026Q1: 44,469 shares 44,469 $10.7M 0.57% +4,036 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,973 shares; 2024Q4: 25,773 shares; 2025Q1: 24,439 shares; 2025Q2: 18,706 shares; 2025Q3: 13,552 shares; 2025Q4: 26,896 shares; 2026Q1: 18,440 shares 18,440 $10.6M 0.57% -8,456 Timeline VALE VALE S A More: the full row for VALE 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: not reported; 2025Q4: 484,111 shares; 2026Q1: 658,230 shares 658,230 $10.5M 0.56% +174,119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654,392 shares; 2025Q4: 1,010,186 shares; 2026Q1: 1,567,435 shares 1,567,435 $10.4M 0.55% +557,249 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247,458 shares 247,458 $10.3M 0.55% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209,562 shares 209,562 $10.2M 0.54% new Timeline TWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329,558 shares 329,558 $10.2M 0.54% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 18,038 shares; 2025Q1: 44,168 shares; 2025Q2: 50,961 shares; 2025Q3: 42,817 shares; 2025Q4: 61,086 shares; 2026Q1: 59,717 shares 59,717 $10.1M 0.54% -1,369 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,442 shares; 2024Q4: 35,513 shares; 2025Q1: 4,667 shares; 2025Q2: 2,756 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202,694 shares 202,694 $10.1M 0.54% 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: 62,876 shares; 2024Q4: 58,049 shares; 2025Q1: 57,165 shares; 2025Q2: 62,684 shares; 2025Q3: 63,862 shares; 2025Q4: 62,389 shares; 2026Q1: 47,055 shares 47,055 $10.1M 0.54% -15,334 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,602 shares; 2024Q4: 540,819 shares; 2025Q1: 88,427 shares; 2025Q2: 331,281 shares; 2025Q3: 91,173 shares; 2025Q4: 107,614 shares; 2026Q1: 271,908 shares 271,908 $10M 0.53% +164,294 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,535 shares; 2025Q2: 213,753 shares; 2025Q3: 231,905 shares; 2025Q4: 246,698 shares; 2026Q1: 276,332 shares 276,332 $10M 0.53% +29,634 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: 2,826 shares; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares; 2025Q4: 69,681 shares; 2026Q1: 29,119 shares 29,119 $9.84M 0.52% -40,562 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,246 shares; 2025Q4: 50,412 shares; 2026Q1: 45,861 shares 45,861 $9.8M 0.52% -4,551 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,738 shares; 2024Q4: 189,868 shares; 2025Q1: 105,007 shares; 2025Q2: 177,419 shares; 2025Q3: 59,781 shares; 2025Q4: 63,158 shares; 2026Q1: 102,196 shares 102,196 $9.6M 0.51% +39,038 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 95,184 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370,974 shares 370,974 $9.46M 0.5% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,154 shares; 2024Q4: 79,221 shares; 2025Q1: 114,399 shares; 2025Q2: 125,971 shares; 2025Q3: 120,077 shares; 2025Q4: 104,331 shares; 2026Q1: 122,070 shares 122,070 $8.99M 0.48% +17,739 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,083 shares; 2025Q1: 344,794 shares; 2025Q2: 335,993 shares; 2025Q3: 353,238 shares; 2025Q4: 391,676 shares; 2026Q1: 291,623 shares 291,623 $8.66M 0.46% -100,053 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337,948 shares; 2025Q2: 334,516 shares; 2025Q3: 324,408 shares; 2025Q4: 319,993 shares; 2026Q1: 333,329 shares 333,329 $8.46M 0.45% +13,336 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,979 shares; 2024Q4: 89,919 shares; 2025Q1: 80,589 shares; 2025Q2: 135,501 shares; 2025Q3: 35,430 shares; 2025Q4: 41,503 shares; 2026Q1: 101,592 shares 101,592 $8.41M 0.45% +60,089 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349,810 shares 349,810 $8.35M 0.44% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,988 shares; 2024Q4: 158,106 shares; 2025Q1: 155,771 shares; 2025Q2: 240,793 shares; 2025Q3: 243,897 shares; 2025Q4: 228,583 shares; 2026Q1: 96,146 shares 96,146 $7.88M 0.42% -132,437 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347,226 shares 347,226 $7.65M 0.41% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,530 shares; 2024Q4: 67,453 shares; 2025Q1: 316,939 shares; 2025Q2: 277,768 shares; 2025Q3: 228,916 shares; 2025Q4: 255,443 shares; 2026Q1: 248,788 shares 248,788 $7.63M 0.41% -6,655 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,647 shares; 2026Q1: 155,683 shares 155,683 $7.51M 0.4% +49,036 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050,683 shares; 2026Q1: 3,796,938 shares 3,796,938 $7.44M 0.4% +1,746,255 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 869,250 shares; 2025Q4: 1,443,076 shares; 2026Q1: 2,185,543 shares 2,185,543 $7.21M 0.38% +742,467 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 42,176 shares; 2025Q1: 44,881 shares; 2025Q2: 78,472 shares; 2025Q3: 19,793 shares; 2025Q4: 72,372 shares; 2026Q1: 35,523 shares 35,523 $7.21M 0.38% -36,849 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: 57,680 shares; 2024Q4: 128,712 shares; 2025Q1: 169,107 shares; 2025Q2: 164,783 shares; 2025Q3: 174,685 shares; 2025Q4: 189,965 shares; 2026Q1: 185,953 shares 185,953 $7.14M 0.38% -4,012 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,967 shares; 2024Q4: 88,403 shares; 2025Q1: 89,957 shares; 2025Q2: 82,854 shares; 2025Q3: 60,451 shares; 2025Q4: 40,080 shares; 2026Q1: 69,670 shares 69,670 $7.01M 0.37% +29,590 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: 28,732 shares; 2024Q4: 28,711 shares; 2025Q1: 20,489 shares; 2025Q2: 18,466 shares; 2025Q3: 18,851 shares; 2025Q4: 18,768 shares; 2026Q1: 21,021 shares 21,021 $6.74M 0.36% +2,253 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,285 shares 205,285 $6.72M 0.36% new 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: 38,439 shares; 2024Q4: 101,539 shares; 2025Q1: 74,835 shares; 2025Q2: 101,823 shares; 2025Q3: 142,706 shares; 2025Q4: 89,956 shares; 2026Q1: 23,370 shares 23,370 $6.7M 0.36% -66,586 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,724 shares; 2025Q3: 116,287 shares; 2025Q4: 120,891 shares; 2026Q1: 133,372 shares 133,372 $6.67M 0.35% +12,481 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: 34,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,343 shares 82,343 $6.63M 0.35% new 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: 85,516 shares; 2024Q4: 80,667 shares; 2025Q1: 138,858 shares; 2025Q2: 60,266 shares; 2025Q3: 55,480 shares; 2025Q4: 105,242 shares; 2026Q1: 105,904 shares 105,904 $6.49M 0.34% +662 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,455 shares; 2025Q1: 1,225,045 shares; 2025Q2: 1,342,641 shares; 2025Q3: 1,226,076 shares; 2025Q4: 1,173,142 shares; 2026Q1: 1,283,896 shares 1,283,896 $6.48M 0.34% +110,754 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,222 shares 157,222 $6.46M 0.34% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,889 shares; 2024Q4: 34,976 shares; 2025Q1: 48,363 shares; 2025Q2: 52,616 shares; 2025Q3: 59,254 shares; 2025Q4: 30,829 shares; 2026Q1: 30,035 shares 30,035 $6.26M 0.33% -794 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,495 shares 93,495 $6.15M 0.33% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,921 shares; 2024Q4: 93,346 shares; 2025Q1: 113,634 shares; 2025Q2: 117,262 shares; 2025Q3: 138,625 shares; 2025Q4: 144,630 shares; 2026Q1: 117,094 shares 117,094 $6.08M 0.32% -27,536 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 191,179 shares; 2026Q1: 90,896 shares 90,896 $6.03M 0.32% -100,283 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: 310,244 shares; 2026Q1: 399,760 shares 399,760 $6.02M 0.32% +89,516 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: 227,786 shares; 2024Q4: 230,775 shares; 2025Q1: 14,339 shares; 2025Q2: 25,552 shares; 2025Q3: 13,644 shares; 2025Q4: 11,369 shares; 2026Q1: 48,059 shares 48,059 $5.97M 0.32% +36,690 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to 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: 45,990 shares 45,990 $5.97M 0.32% new 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: 13,122 shares; 2024Q4: 15,831 shares; 2025Q1: 13,938 shares; 2025Q2: 18,917 shares; 2025Q3: 21,718 shares; 2025Q4: 20,840 shares; 2026Q1: 20,740 shares 20,740 $5.96M 0.32% -100 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,828 shares 21,828 $5.9M 0.31% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,535 shares; 2025Q1: 2,343 shares; 2025Q2: 2,890 shares; 2025Q3: 3,178 shares; 2025Q4: 13,588 shares; 2026Q1: 17,265 shares 17,265 $5.9M 0.31% +3,677 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,476 shares; 2024Q4: 162,316 shares; 2025Q1: 153,090 shares; 2025Q2: 156,677 shares; 2025Q3: 154,553 shares; 2025Q4: 153,095 shares; 2026Q1: 150,081 shares 150,081 $5.59M 0.3% -3,014 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,673 shares 40,673 $5.53M 0.29% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,942 shares; 2024Q4: 186,065 shares; 2025Q1: 99,635 shares; 2025Q2: 522,448 shares; 2025Q3: 42,653 shares; 2025Q4: 55,328 shares; 2026Q1: 112,161 shares 112,161 $5.39M 0.29% +56,833 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,296 shares 45,296 $5.29M 0.28% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,542 shares; 2024Q4: 180,243 shares; 2025Q1: 186,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,784 shares 78,784 $5.21M 0.28% new 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: 8,874 shares; 2024Q4: 20,938 shares; 2025Q1: 23,916 shares; 2025Q2: 14,872 shares; 2025Q3: 27,188 shares; 2025Q4: 24,495 shares; 2026Q1: 13,869 shares 13,869 $5.16M 0.27% -10,626 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: 31,162 shares; 2024Q4: 139,276 shares; 2025Q1: 159,386 shares; 2025Q2: 142,516 shares; 2025Q3: 151,489 shares; 2025Q4: 170,715 shares; 2026Q1: 173,916 shares 173,916 $5.07M 0.27% +3,201 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,929 shares 184,929 $5.05M 0.27% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,073 shares; 2024Q4: 120,622 shares; 2025Q1: 104,945 shares; 2025Q2: 98,586 shares; 2025Q3: 99,067 shares; 2025Q4: 115,188 shares; 2026Q1: 113,792 shares 113,792 $4.91M 0.26% -1,396 Timeline CQQQ 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: 319,405 shares; 2025Q4: 206,790 shares; 2026Q1: 104,490 shares 104,490 $4.81M 0.26% -102,300 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,589 shares; 2024Q4: 131,141 shares; 2025Q1: 128,425 shares; 2025Q2: 135,559 shares; 2025Q3: 132,392 shares; 2025Q4: 141,888 shares; 2026Q1: 141,974 shares 141,974 $4.75M 0.25% +86 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 83,382 shares 83,382 $4.56M 0.24% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,129 shares; 2024Q4: 14,535 shares; 2025Q1: 33,254 shares; 2025Q2: 30,030 shares; 2025Q3: 31,754 shares; 2025Q4: 13,344 shares; 2026Q1: 9,818 shares 9,818 $4.22M 0.22% -3,526 Timeline SMMD 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: 63,085 shares; 2024Q4: 59,542 shares; 2025Q1: 28,963 shares; 2025Q2: 35,916 shares; 2025Q3: 40,525 shares; 2025Q4: 45,112 shares; 2026Q1: 54,231 shares 54,231 $4.14M 0.22% +9,119 Timeline ZIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,403 shares; 2024Q4: 212,958 shares; 2025Q1: 80,202 shares; 2025Q2: 84,899 shares; 2025Q3: 89,566 shares; 2025Q4: 100,350 shares; 2026Q1: 105,273 shares 105,273 $4.09M 0.22% +4,923 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,246 shares 21,246 $4.02M 0.21% new 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: 27,152 shares; 2024Q4: 30,685 shares; 2025Q1: 32,058 shares; 2025Q2: 31,951 shares; 2025Q3: 34,080 shares; 2025Q4: 37,092 shares; 2026Q1: 50,846 shares 50,846 $3.92M 0.21% +13,754 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,506 shares; 2024Q4: 134,791 shares; 2025Q1: 136,788 shares; 2025Q2: 133,433 shares; 2025Q3: 130,833 shares; 2025Q4: 120,655 shares; 2026Q1: 110,674 shares 110,674 $3.92M 0.21% -9,981 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: 3,600 shares; 2024Q4: 3,774 shares; 2025Q1: 12,255 shares; 2025Q2: 13,882 shares; 2025Q3: 15,115 shares; 2025Q4: 6,231 shares; 2026Q1: 6,848 shares 6,848 $3.92M 0.21% +617 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: 34,604 shares; 2024Q4: 50,037 shares; 2025Q1: 125,335 shares; 2025Q2: 187,291 shares; 2025Q3: 171,446 shares; 2025Q4: 170,628 shares; 2026Q1: 44,414 shares 44,414 $3.92M 0.21% -126,214 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: 16,065 shares; 2024Q4: 17,931 shares; 2025Q1: 31,905 shares; 2025Q2: 34,384 shares; 2025Q3: 50,777 shares; 2025Q4: 52,125 shares; 2026Q1: 50,982 shares 50,982 $3.9M 0.21% -1,143 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: 9,839 shares; 2024Q4: 28,829 shares; 2025Q1: 24,134 shares; 2025Q2: 24,122 shares; 2025Q3: 31,713 shares; 2025Q4: 19,702 shares; 2026Q1: 12,538 shares 12,538 $3.88M 0.21% -7,164 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: 33,381 shares; 2024Q4: 33,009 shares; 2025Q1: 33,029 shares; 2025Q2: 32,242 shares; 2025Q3: 32,264 shares; 2025Q4: 32,414 shares; 2026Q1: 34,626 shares 34,626 $3.8M 0.2% +2,212 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,414 shares; 2025Q2: 11,445 shares; 2025Q3: 25,092 shares; 2025Q4: 76,573 shares; 2026Q1: 143,341 shares 143,341 $3.76M 0.2% +66,768 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 54,365 shares; 2025Q1: 87,054 shares; 2025Q2: 101,271 shares; 2025Q3: 100,047 shares; 2025Q4: 93,007 shares; 2026Q1: 86,581 shares 86,581 $3.68M 0.2% -6,426 Timeline VGSH 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: 109,611 shares; 2024Q4: 123,668 shares; 2025Q1: 75,078 shares; 2025Q2: 110,116 shares; 2025Q3: 9,355 shares; 2025Q4: 17,723 shares; 2026Q1: 62,605 shares 62,605 $3.66M 0.19% +44,882 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 19,134 shares; 2025Q1: 21,431 shares; 2025Q2: 25,141 shares; 2025Q3: 27,705 shares; 2025Q4: 33,433 shares; 2026Q1: 33,624 shares 33,624 $3.56M 0.19% +191 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 25,349 shares; 2025Q1: 133,927 shares; 2025Q2: 168,747 shares; 2025Q3: 141,131 shares; 2025Q4: 94,873 shares; 2026Q1: 90,890 shares 90,890 $3.53M 0.19% -3,983 Timeline AVT AVNET INC More: the full row for AVNET 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: 56,413 shares 56,413 $3.48M 0.18% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,302 shares; 2024Q4: 88,449 shares; 2025Q1: 72,579 shares; 2025Q2: 72,408 shares; 2025Q3: 82,146 shares; 2025Q4: 82,146 shares; 2026Q1: 80,886 shares 80,886 $3.46M 0.18% -1,260 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,186 shares; 2025Q4: not reported; 2026Q1: 69,849 shares 69,849 $3.43M 0.18% new Timeline ROG ROGERS CORP More: the full row for ROGERS 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: 31,328 shares 31,328 $3.36M 0.18% new Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 55,390 shares 55,390 $3.3M 0.18% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,296 shares; 2025Q1: 1,238 shares; 2025Q2: 2,181 shares; 2025Q3: 2,169 shares; 2025Q4: 6,096 shares; 2026Q1: 3,583 shares 3,583 $3.3M 0.18% -2,513 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: 7,569 shares; 2024Q4: 8,235 shares; 2025Q1: 12,136 shares; 2025Q2: 12,994 shares; 2025Q3: 14,130 shares; 2025Q4: 21,027 shares; 2026Q1: 21,090 shares 21,090 $3.27M 0.17% +63 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,212 shares; 2025Q4: 27,099 shares; 2026Q1: 27,668 shares 27,668 $3.22M 0.17% +569 Timeline SHLD 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: 7,694 shares; 2025Q3: 14,198 shares; 2025Q4: 10,495 shares; 2026Q1: 44,839 shares 44,839 $3.18M 0.17% +34,344 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: 65,736 shares; 2024Q4: 48,660 shares; 2025Q1: 57,903 shares; 2025Q2: 30,179 shares; 2025Q3: 42,606 shares; 2025Q4: 41,597 shares; 2026Q1: 36,876 shares 36,876 $3.04M 0.16% -4,721 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: 2,707 shares; 2024Q4: 1,976 shares; 2025Q1: 3,762 shares; 2025Q2: 3,791 shares; 2025Q3: 11,529 shares; 2025Q4: 11,280 shares; 2026Q1: 12,379 shares 12,379 $3.03M 0.16% +1,099 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,109 shares; 2024Q4: 162,525 shares; 2025Q1: 128,369 shares; 2025Q2: 51,514 shares; 2025Q3: 38,128 shares; 2025Q4: 37,635 shares; 2026Q1: 38,047 shares 38,047 $2.99M 0.16% +412 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,459 shares; 2025Q1: 3,596 shares; 2025Q2: 3,595 shares; 2025Q3: 4,039 shares; 2025Q4: 4,844 shares; 2026Q1: 5,239 shares 5,239 $2.95M 0.16% +395 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: 87,318 shares; 2024Q4: 88,636 shares; 2025Q1: 62,604 shares; 2025Q2: 47,260 shares; 2025Q3: 48,669 shares; 2025Q4: 46,811 shares; 2026Q1: 46,021 shares 46,021 $2.95M 0.16% -790 Timeline FTAG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,339 shares 96,339 $2.85M 0.15% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 5,805 shares; 2025Q1: 5,920 shares; 2025Q2: 5,863 shares; 2025Q3: 7,635 shares; 2025Q4: 4,092 shares; 2026Q1: 9,149 shares 9,149 $2.77M 0.15% +5,057 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 12,578 shares; 2025Q1: 12,567 shares; 2025Q2: 11,620 shares; 2025Q3: 16,910 shares; 2025Q4: 20,032 shares; 2026Q1: 20,891 shares 20,891 $2.76M 0.15% +859 Timeline GREK 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: 20,701 shares; 2025Q2: 32,634 shares; 2025Q3: 34,187 shares; 2025Q4: 40,612 shares; 2026Q1: 42,748 shares 42,748 $2.73M 0.15% +2,136 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: 52,443 shares; 2024Q4: 51,125 shares; 2025Q1: 23,597 shares; 2025Q2: 24,427 shares; 2025Q3: 24,398 shares; 2025Q4: 28,138 shares; 2026Q1: 27,940 shares 27,940 $2.71M 0.14% -198 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,973 shares 191,973 $2.68M 0.14% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,650 shares; 2025Q2: 59,486 shares; 2025Q3: 77,742 shares; 2025Q4: 89,180 shares; 2026Q1: 78,665 shares 78,665 $2.66M 0.14% -10,515 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,590 shares; 2026Q1: 109,419 shares 109,419 $2.66M 0.14% +16,829 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 18,725 shares; 2025Q2: 28,071 shares; 2025Q3: 49,849 shares; 2025Q4: 52,386 shares; 2026Q1: 8,095 shares 8,095 $2.57M 0.14% -44,291 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: 2,857 shares; 2024Q4: 4,139 shares; 2025Q1: 5,184 shares; 2025Q2: 4,707 shares; 2025Q3: 6,029 shares; 2025Q4: 6,397 shares; 2026Q1: 6,992 shares 6,992 $2.46M 0.13% +595 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: 25,269 shares; 2025Q1: 28,223 shares; 2025Q2: 20,394 shares; 2025Q3: 24,128 shares; 2025Q4: 57,403 shares; 2026Q1: 32,878 shares 32,878 $2.45M 0.13% -24,525 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: 5,448 shares; 2024Q4: 5,200 shares; 2025Q1: 5,438 shares; 2025Q2: 28,045 shares; 2025Q3: 25,293 shares; 2025Q4: 27,788 shares; 2026Q1: 31,481 shares 31,481 $2.44M 0.13% +3,693 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,293 shares 84,293 $2.42M 0.13% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 3,044 shares; 2025Q1: 3,499 shares; 2025Q2: 4,163 shares; 2025Q3: 4,371 shares; 2025Q4: 10,642 shares; 2026Q1: 3,397 shares 3,397 $2.41M 0.13% -7,245 Timeline ISTM ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,110 shares 78,110 $2.36M 0.13% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 3,010 shares; 2025Q1: 2,422 shares; 2025Q2: 2,619 shares; 2025Q3: 2,526 shares; 2025Q4: 2,467 shares; 2026Q1: 2,350 shares 2,350 $2.34M 0.12% -117 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,874 shares 28,874 $2.28M 0.12% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 9,255 shares; 2025Q1: 8,626 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,675 shares; 2026Q1: 23,791 shares 23,791 $2.27M 0.12% -1,884 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 4,525 shares 4,525 $2.24M 0.12% +962 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: 2,944 shares; 2025Q1: 3,929 shares; 2025Q2: 4,337 shares; 2025Q3: 5,883 shares; 2025Q4: 6,547 shares; 2026Q1: 6,273 shares 6,273 $2.23M 0.12% -274 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: 2,062 shares; 2024Q4: 2,539 shares; 2025Q1: 2,639 shares; 2025Q2: 2,779 shares; 2025Q3: 3,127 shares; 2025Q4: 3,584 shares; 2026Q1: 4,434 shares 4,434 $2.22M 0.12% +850 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,842 shares 8,842 $2.22M 0.12% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 36,320 shares; 2025Q1: 15,733 shares; 2025Q2: 6,945 shares; 2025Q3: 7,027 shares; 2025Q4: 19,507 shares; 2026Q1: 22,594 shares 22,594 $2.18M 0.12% +3,087 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 18,440 shares; 2025Q1: 123,428 shares; 2025Q2: 16,010 shares; 2025Q3: 67,819 shares; 2025Q4: 30,446 shares; 2026Q1: 25,043 shares 25,043 $2.11M 0.11% -5,403 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 4,609 shares; 2025Q2: 4,499 shares; 2025Q3: 1,776 shares; 2025Q4: 7,497 shares; 2026Q1: 8,919 shares 8,919 $2.11M 0.11% +1,422 Timeline EWC 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: 11,311 shares; 2024Q4: 16,738 shares; 2025Q1: 8,463 shares; 2025Q2: 40,888 shares; 2025Q3: 42,879 shares; 2025Q4: 7,083 shares; 2026Q1: 38,065 shares 38,065 $2.09M 0.11% +30,982 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 5,932 shares; 2025Q4: 7,697 shares; 2026Q1: 9,202 shares 9,202 $2.08M 0.11% +1,505 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: 21,045 shares; 2024Q4: 6,658 shares; 2025Q1: 18,562 shares; 2025Q2: 6,347 shares; 2025Q3: 7,949 shares; 2025Q4: 7,331 shares; 2026Q1: 9,769 shares 9,769 $2.05M 0.11% +2,438 Timeline XLRE 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: 74,507 shares; 2024Q4: 56,992 shares; 2025Q1: 54,728 shares; 2025Q2: 53,166 shares; 2025Q3: 50,051 shares; 2025Q4: 48,798 shares; 2026Q1: 50,237 shares 50,237 $2.05M 0.11% +1,439 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: 3,884 shares; 2024Q4: 5,229 shares; 2025Q1: 5,916 shares; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: not reported; 2026Q1: 10,540 shares 10,540 $2.05M 0.11% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT 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: 6,342 shares 6,342 $2.04M 0.11% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 5,916 shares; 2025Q4: 7,003 shares; 2026Q1: 8,369 shares 8,369 $2.03M 0.11% +1,366 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,461 shares; 2025Q4: 26,314 shares; 2026Q1: 34,160 shares 34,160 $1.97M 0.1% +7,846 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: not reported; 2025Q1: 22,671 shares; 2025Q2: 85,104 shares; 2025Q3: 48,637 shares; 2025Q4: 35,369 shares; 2026Q1: 54,016 shares 54,016 $1.96M 0.1% +18,647 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 11,240 shares; 2025Q1: 1,465 shares; 2025Q2: 4,770 shares; 2025Q3: 6,158 shares; 2025Q4: 7,827 shares; 2026Q1: 10,456 shares 10,456 $1.95M 0.1% +2,629 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,506 shares; 2026Q1: 83,456 shares 83,456 $1.93M 0.1% +36,950 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,811 shares; 2025Q4: 11,369 shares; 2026Q1: 13,292 shares 13,292 $1.93M 0.1% +1,923 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: 5,490 shares; 2024Q4: 7,733 shares; 2025Q1: 8,941 shares; 2025Q2: 9,595 shares; 2025Q3: 10,264 shares; 2025Q4: 12,426 shares; 2026Q1: 14,718 shares 14,718 $1.93M 0.1% +2,292 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,785 shares 6,785 $1.92M 0.1% new 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: 89,353 shares; 2025Q3: 66,800 shares; 2025Q4: 51,398 shares; 2026Q1: 37,586 shares 37,586 $1.9M 0.1% -13,812 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 110,843 shares; 2026Q1: 111,884 shares 111,884 $1.86M 0.1% +1,041 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 9,761 shares; 2025Q1: 10,105 shares; 2025Q2: 9,591 shares; 2025Q3: 2,325 shares; 2025Q4: 2,582 shares; 2026Q1: 17,994 shares 17,994 $1.85M 0.1% +15,412 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: 3,995 shares; 2024Q4: 3,532 shares; 2025Q1: 4,242 shares; 2025Q2: 4,294 shares; 2025Q3: 3,726 shares; 2025Q4: 4,952 shares; 2026Q1: 3,839 shares 3,839 $1.84M 0.1% -1,113 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,734 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 3,091 shares; 2025Q4: 3,158 shares; 2026Q1: 3,702 shares 3,702 $1.82M 0.1% +544 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,303 shares; 2024Q4: 57,719 shares; 2025Q1: 47,157 shares; 2025Q2: 49,105 shares; 2025Q3: 48,507 shares; 2025Q4: 43,757 shares; 2026Q1: 45,482 shares 45,482 $1.81M 0.1% +1,725 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,329 shares; 2025Q4: 19,110 shares; 2026Q1: 36,345 shares 36,345 $1.8M 0.1% +17,235 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 10,179 shares; 2026Q1: 19,446 shares 19,446 $1.79M 0.1% +9,267 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,873 shares; 2024Q4: 29,679 shares; 2025Q1: 30,091 shares; 2025Q2: 11,570 shares; 2025Q3: 12,427 shares; 2025Q4: 11,901 shares; 2026Q1: 16,119 shares 16,119 $1.78M 0.09% +4,218 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,166 shares; 2024Q4: 34,519 shares; 2025Q1: 33,484 shares; 2025Q2: 36,383 shares; 2025Q3: 38,248 shares; 2025Q4: 38,799 shares; 2026Q1: 38,244 shares 38,244 $1.76M 0.09% -555 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,502 shares; 2024Q4: not reported; 2025Q1: 33,759 shares; 2025Q2: 24,157 shares; 2025Q3: 34,645 shares; 2025Q4: 37,218 shares; 2026Q1: 18,966 shares 18,966 $1.74M 0.09% -18,252 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,502 shares; 2024Q4: 33,646 shares; 2025Q1: 48,410 shares; 2025Q2: 28,112 shares; 2025Q3: 28,112 shares; 2025Q4: 27,172 shares; 2026Q1: 43,067 shares 43,067 $1.73M 0.09% +15,895 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,254 shares; 2024Q4: 53,227 shares; 2025Q1: 49,152 shares; 2025Q2: 47,776 shares; 2025Q3: 44,292 shares; 2025Q4: 42,605 shares; 2026Q1: 37,281 shares 37,281 $1.72M 0.09% -5,324 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 7,571 shares; 2025Q1: 15,993 shares; 2025Q2: 17,156 shares; 2025Q3: 17,031 shares; 2025Q4: 17,031 shares; 2026Q1: 39,437 shares 39,437 $1.68M 0.09% +22,406 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: 815 shares; 2024Q4: 1,342 shares; 2025Q1: 1,790 shares; 2025Q2: 9,268 shares; 2025Q3: 1,873 shares; 2025Q4: 2,527 shares; 2026Q1: 3,840 shares 3,840 $1.66M 0.09% +1,313 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 4,321 shares; 2025Q1: 4,798 shares; 2025Q2: 4,835 shares; 2025Q3: 6,138 shares; 2025Q4: 7,174 shares; 2026Q1: 8,598 shares 8,598 $1.63M 0.09% +1,424 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,554 shares; 2026Q1: 18,228 shares 18,228 $1.62M 0.09% +1,674 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,217 shares; 2024Q4: 36,719 shares; 2025Q1: 36,719 shares; 2025Q2: 36,719 shares; 2025Q3: 36,459 shares; 2025Q4: 39,125 shares; 2026Q1: 33,014 shares 33,014 $1.58M 0.08% -6,111 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: 4,320 shares; 2024Q4: 4,263 shares; 2025Q1: 4,769 shares; 2025Q2: 4,891 shares; 2025Q3: 5,286 shares; 2025Q4: 5,217 shares; 2026Q1: 5,320 shares 5,320 $1.57M 0.08% +103 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,042 shares 7,042 $1.53M 0.08% new Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,190 shares; 2025Q1: 22,037 shares; 2025Q2: 22,037 shares; 2025Q3: 8,504 shares; 2025Q4: 42,365 shares; 2026Q1: 39,665 shares 39,665 $1.48M 0.08% -2,700 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: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 51 shares; 2025Q4: 41 shares; 2026Q1: 347 shares 347 $1.46M 0.08% +306 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: 8,927 shares; 2024Q4: not reported; 2025Q1: 33,160 shares; 2025Q2: 34,125 shares; 2025Q3: 31,911 shares; 2025Q4: 163,114 shares; 2026Q1: 32,556 shares 32,556 $1.44M 0.08% -130,558 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,044 shares; 2024Q4: 106,158 shares; 2025Q1: 29,956 shares; 2025Q2: 30,009 shares; 2025Q3: 31,774 shares; 2025Q4: 27,384 shares; 2026Q1: 28,280 shares 28,280 $1.43M 0.08% +896 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 7,364 shares; 2025Q1: 10,913 shares; 2025Q2: 19,592 shares; 2025Q3: not reported; 2025Q4: 16,446 shares; 2026Q1: 32,722 shares 32,722 $1.42M 0.08% +16,276 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 24,727 shares; 2025Q1: 43,860 shares; 2025Q2: 53,754 shares; 2025Q3: 56,760 shares; 2025Q4: 51,548 shares; 2026Q1: 41,624 shares 41,624 $1.39M 0.07% -9,924 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,288 shares; 2026Q1: 4,660 shares 4,660 $1.38M 0.07% -5,628 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: 11,318 shares; 2026Q1: 53,637 shares 53,637 $1.33M 0.07% +42,319 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,823 shares; 2024Q4: 28,815 shares; 2025Q1: 44,533 shares; 2025Q2: 44,465 shares; 2025Q3: 44,465 shares; 2025Q4: 33,025 shares; 2026Q1: 29,751 shares 29,751 $1.33M 0.07% -3,274 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: 35,343 shares; 2024Q4: 37,790 shares; 2025Q1: 38,045 shares; 2025Q2: 38,150 shares; 2025Q3: 38,445 shares; 2025Q4: 38,571 shares; 2026Q1: 39,132 shares 39,132 $1.31M 0.07% +561 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,527 shares; 2024Q4: 41,602 shares; 2025Q1: 40,646 shares; 2025Q2: 39,326 shares; 2025Q3: 44,940 shares; 2025Q4: 44,454 shares; 2026Q1: 44,454 shares 44,454 $1.29M 0.07% 0 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: 107,673 shares; 2024Q4: 104,556 shares; 2025Q1: 48,130 shares; 2025Q2: 7,924 shares; 2025Q3: 9,043 shares; 2025Q4: 9,364 shares; 2026Q1: 10,214 shares 10,214 $1.27M 0.07% +850 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,558 shares; 2025Q4: 30,814 shares; 2026Q1: 46,084 shares 46,084 $1.21M 0.06% +15,270 Timeline MCHI 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: 8,156 shares; 2025Q2: 6,151 shares; 2025Q3: 15,605 shares; 2025Q4: 19,740 shares; 2026Q1: 20,734 shares 20,734 $1.16M 0.06% +994 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,879 shares; 2025Q1: 11,888 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 31,379 shares; 2026Q1: 30,076 shares 30,076 $1.15M 0.06% -1,303 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 33,317 shares; 2025Q1: 32,997 shares; 2025Q2: 33,616 shares; 2025Q3: 30,916 shares; 2025Q4: 31,980 shares; 2026Q1: 27,639 shares 27,639 $1.13M 0.06% -4,341 Timeline EWZ 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: 199,096 shares; 2025Q2: 261,646 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,788 shares 28,788 $1.11M 0.06% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,993 shares; 2025Q2: not reported; 2025Q3: 13,003 shares; 2025Q4: 11,898 shares; 2026Q1: 13,051 shares 13,051 $1.08M 0.06% +1,153 Timeline TUR 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: 6,413 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,461 shares 27,461 $1.06M 0.06% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,846 shares; 2025Q3: 5,641 shares; 2025Q4: 10,785 shares; 2026Q1: 18,031 shares 18,031 $1.06M 0.06% +7,246 Timeline ECH 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: 6,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,907 shares 25,907 $1.03M 0.05% new Timeline EIS 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: 8,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,058 shares; 2026Q1: 8,688 shares 8,688 $1.01M 0.05% +6,630 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,705 shares; 2025Q1: 31,296 shares; 2025Q2: 30,567 shares; 2025Q3: 21,637 shares; 2025Q4: 15,347 shares; 2026Q1: 9,910 shares 9,910 $1M 0.05% -5,437 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,804 shares 20,804 $974K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,991 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 47,624 shares; 2025Q4: 45,719 shares; 2026Q1: 6,608 shares 6,608 $967K 0.05% -39,111 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: 5,556 shares; 2024Q4: 3,842 shares; 2025Q1: 3,270 shares; 2025Q2: 3,935 shares; 2025Q3: 4,079 shares; 2025Q4: 23,499 shares; 2026Q1: 4,733 shares 4,733 $963K 0.05% -18,766 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: 35,851 shares; 2024Q4: 17,701 shares; 2025Q1: 18,331 shares; 2025Q2: 13,367 shares; 2025Q3: 14,467 shares; 2025Q4: 14,762 shares; 2026Q1: 17,741 shares 17,741 $959K 0.05% +2,979 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,145 shares; 2025Q1: 34,276 shares; 2025Q2: 34,276 shares; 2025Q3: 34,276 shares; 2025Q4: 38,358 shares; 2026Q1: 37,277 shares 37,277 $955K 0.05% -1,081 Timeline HYDB 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: 14,852 shares; 2025Q1: 26,341 shares; 2025Q2: 13,121 shares; 2025Q3: 17,909 shares; 2025Q4: 18,081 shares; 2026Q1: 20,412 shares 20,412 $950K 0.05% +2,331 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,463 shares; 2025Q1: 29,463 shares; 2025Q2: 29,463 shares; 2025Q3: 29,463 shares; 2025Q4: 29,463 shares; 2026Q1: 29,463 shares 29,463 $946K 0.05% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares; 2025Q4: 6,715 shares; 2026Q1: 6,715 shares 6,715 $929K 0.05% 0 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: 2,933 shares; 2024Q4: 2,972 shares; 2025Q1: 2,728 shares; 2025Q2: 2,644 shares; 2025Q3: 2,462 shares; 2025Q4: 2,523 shares; 2026Q1: 2,815 shares 2,815 $926K 0.05% +292 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: 5,733 shares; 2024Q4: 7,982 shares; 2025Q1: 9,298 shares; 2025Q2: 8,764 shares; 2025Q3: 12,274 shares; 2025Q4: 13,896 shares; 2026Q1: 4,429 shares 4,429 $916K 0.05% -9,467 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: 33,718 shares; 2024Q4: 41,018 shares; 2025Q1: 33,200 shares; 2025Q2: 43,188 shares; 2025Q3: 42,090 shares; 2025Q4: 39,964 shares; 2026Q1: 11,410 shares 11,410 $908K 0.05% -28,554 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,051 shares; 2024Q4: 56,787 shares; 2025Q1: 46,287 shares; 2025Q2: 46,287 shares; 2025Q3: 46,287 shares; 2025Q4: 39,825 shares; 2026Q1: 38,574 shares 38,574 $906K 0.05% -1,251 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,646 shares; 2025Q2: 7,524 shares; 2025Q3: 8,206 shares; 2025Q4: 8,970 shares; 2026Q1: 9,706 shares 9,706 $900K 0.05% +736 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: 555 shares; 2024Q4: 5,163 shares; 2025Q1: 776 shares; 2025Q2: 3,580 shares; 2025Q3: 828 shares; 2025Q4: 6,397 shares; 2026Q1: 9,309 shares 9,309 $895K 0.05% +2,912 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 16,328 shares; 2025Q1: 17,929 shares; 2025Q2: 6,768 shares; 2025Q3: 8,015 shares; 2025Q4: 6,886 shares; 2026Q1: 7,293 shares 7,293 $877K 0.05% +407 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $853K 0.05% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 9,012 shares; 2025Q1: 11,234 shares; 2025Q2: 11,234 shares; 2025Q3: 11,234 shares; 2025Q4: 11,234 shares; 2026Q1: 17,588 shares 17,588 $839K 0.04% +6,354 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,971 shares; 2024Q4: 25,379 shares; 2025Q1: 18,667 shares; 2025Q2: 17,538 shares; 2025Q3: 18,593 shares; 2025Q4: 18,475 shares; 2026Q1: 17,170 shares 17,170 $839K 0.04% -1,305 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 16,325 shares; 2025Q1: not reported; 2025Q2: 15,350 shares; 2025Q3: 25,893 shares; 2025Q4: 12,949 shares; 2026Q1: 29,956 shares 29,956 $832K 0.04% +17,007 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,507 shares; 2025Q1: 9,507 shares; 2025Q2: 9,507 shares; 2025Q3: 9,507 shares; 2025Q4: 9,507 shares; 2026Q1: 9,507 shares 9,507 $819K 0.04% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: not reported; 2025Q3: not reported; 2025Q4: 12,536 shares; 2026Q1: 13,054 shares 13,054 $818K 0.04% +518 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,646 shares; 2025Q1: 1,400 shares; 2025Q2: 1,302 shares; 2025Q3: 1,362 shares; 2025Q4: 1,496 shares; 2026Q1: 1,333 shares 1,333 $806K 0.04% -163 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 10,888 shares; 2025Q1: 12,059 shares; 2025Q2: 13,732 shares; 2025Q3: 16,431 shares; 2025Q4: 21,179 shares; 2026Q1: 21,824 shares 21,824 $803K 0.04% +645 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: 10,877 shares; 2025Q1: 17,867 shares; 2025Q2: 19,762 shares; 2025Q3: 23,510 shares; 2025Q4: 26,405 shares; 2026Q1: 30,951 shares 30,951 $794K 0.04% +4,546 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: 2,351 shares; 2024Q4: 5,809 shares; 2025Q1: 5,356 shares; 2025Q2: 5,573 shares; 2025Q3: 5,114 shares; 2025Q4: 4,908 shares; 2026Q1: 5,491 shares 5,491 $793K 0.04% +583 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: 365,449 shares; 2024Q4: 274,039 shares; 2025Q1: 489,699 shares; 2025Q2: 602,810 shares; 2025Q3: 289,463 shares; 2025Q4: 182,391 shares; 2026Q1: 11,614 shares 11,614 $791K 0.04% -170,777 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,098 shares; 2024Q4: 32,098 shares; 2025Q1: 32,098 shares; 2025Q2: 32,098 shares; 2025Q3: 30,646 shares; 2025Q4: 30,646 shares; 2026Q1: 26,832 shares 26,832 $772K 0.04% -3,814 Timeline EWG 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: 9,163 shares; 2024Q4: 8,091 shares; 2025Q1: 25,684 shares; 2025Q2: 30,916 shares; 2025Q3: 6,232 shares; 2025Q4: 12,566 shares; 2026Q1: 19,323 shares 19,323 $767K 0.04% +6,757 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,147 shares; 2025Q2: 48,472 shares; 2025Q3: 61,662 shares; 2025Q4: 45,098 shares; 2026Q1: 7,382 shares 7,382 $764K 0.04% -37,716 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 10,952 shares; 2025Q3: not reported; 2025Q4: 15,466 shares; 2026Q1: 16,939 shares 16,939 $763K 0.04% +1,473 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,015 shares 80,015 $763K 0.04% new Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 4,007 shares; 2025Q1: 3,234 shares; 2025Q2: 35,468 shares; 2025Q3: 4,020 shares; 2025Q4: not reported; 2026Q1: 6,581 shares 6,581 $758K 0.04% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 17,965 shares; 2025Q1: 15,101 shares; 2025Q2: 14,447 shares; 2025Q3: 13,657 shares; 2025Q4: 13,296 shares; 2026Q1: 15,835 shares 15,835 $747K 0.04% +2,539 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,131 shares; 2025Q4: 2,721 shares; 2026Q1: 1,168 shares 1,168 $742K 0.04% -1,553 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,673 shares; 2024Q4: 125,665 shares; 2025Q1: 18,720 shares; 2025Q2: 33,866 shares; 2025Q3: 14,388 shares; 2025Q4: 21,803 shares; 2026Q1: 14,514 shares 14,514 $739K 0.04% -7,289 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: 81,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,241 shares; 2025Q3: 56,486 shares; 2025Q4: not reported; 2026Q1: 6,797 shares 6,797 $736K 0.04% new 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: 4,325 shares; 2024Q4: 5,176 shares; 2025Q1: 5,146 shares; 2025Q2: 42,829 shares; 2025Q3: 28,698 shares; 2025Q4: 4,393 shares; 2026Q1: 4,446 shares 4,446 $735K 0.04% +53 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: 12,411 shares; 2024Q4: 12,861 shares; 2025Q1: 10,975 shares; 2025Q2: 27,073 shares; 2025Q3: 11,815 shares; 2025Q4: 4,336 shares; 2026Q1: 4,958 shares 4,958 $729K 0.04% +622 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: 11,082 shares; 2024Q4: 11,273 shares; 2025Q1: 12,807 shares; 2025Q2: 12,019 shares; 2025Q3: 15,437 shares; 2025Q4: 17,879 shares; 2026Q1: 14,940 shares 14,940 $728K 0.04% -2,939 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: 3,555 shares; 2024Q4: 1,258 shares; 2025Q1: 1,113 shares; 2025Q2: 1,012 shares; 2025Q3: 9,630 shares; 2025Q4: 1,041 shares; 2026Q1: 1,814 shares 1,814 $722K 0.04% +773 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 34,341 shares; 2025Q1: 28,848 shares; 2025Q2: 28,469 shares; 2025Q3: 25,219 shares; 2025Q4: 25,219 shares; 2026Q1: 24,210 shares 24,210 $711K 0.04% -1,009 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: not reported; 2025Q1: 4,053 shares; 2025Q2: 3,085 shares; 2025Q3: 5,861 shares; 2025Q4: not reported; 2026Q1: 9,030 shares 9,030 $711K 0.04% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q4: not reported; 2026Q1: 9,409 shares 9,409 $705K 0.04% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,050 shares; 2025Q1: 8,120 shares; 2025Q2: 9,809 shares; 2025Q3: 10,199 shares; 2025Q4: 10,045 shares; 2026Q1: 9,818 shares 9,818 $701K 0.04% -227 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: 4,706 shares; 2024Q4: 4,205 shares; 2025Q1: 3,081 shares; 2025Q2: 2,784 shares; 2025Q3: 11,883 shares; 2025Q4: 1,700 shares; 2026Q1: 2,473 shares 2,473 $697K 0.04% +773 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 796 shares; 2025Q1: 568 shares; 2025Q2: 446 shares; 2025Q3: 441 shares; 2025Q4: 445 shares; 2026Q1: 469 shares 469 $690K 0.04% +24 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: not reported; 2026Q1: 1,255 shares 1,255 $679K 0.04% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,968 shares; 2026Q1: 9,028 shares 9,028 $679K 0.04% +4,060 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,712 shares; 2025Q1: 1,985 shares; 2025Q2: 2,025 shares; 2025Q3: 3,532 shares; 2025Q4: not reported; 2026Q1: 4,748 shares 4,748 $678K 0.04% new Timeline SIL 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: 12,174 shares; 2025Q2: 13,606 shares; 2025Q3: 10,390 shares; 2025Q4: 8,048 shares; 2026Q1: 7,525 shares 7,525 $678K 0.04% -523 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,669 shares; 2024Q4: 11,312 shares; 2025Q1: 10,841 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: 15,849 shares; 2026Q1: 19,392 shares 19,392 $668K 0.04% +3,543 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: 6,274 shares; 2024Q4: 7,248 shares; 2025Q1: 8,203 shares; 2025Q2: 7,609 shares; 2025Q3: 8,721 shares; 2025Q4: 8,899 shares; 2026Q1: 3,065 shares 3,065 $667K 0.04% -5,834 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,242 shares; 2025Q4: not reported; 2026Q1: 11,657 shares 11,657 $662K 0.04% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 17,048 shares; 2025Q1: 13,088 shares; 2025Q2: 12,832 shares; 2025Q3: 12,812 shares; 2025Q4: 12,937 shares; 2026Q1: 12,937 shares 12,937 $651K 0.03% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING 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: 26,305 shares; 2025Q4: 25,956 shares; 2026Q1: 21,869 shares 21,869 $642K 0.03% -4,087 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 6,989 shares; 2025Q1: 9,411 shares; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 8,411 shares; 2026Q1: 11,881 shares 11,881 $634K 0.03% +3,470 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 31,078 shares; 2025Q4: not reported; 2026Q1: 24,939 shares 24,939 $633K 0.03% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,205 shares; 2025Q1: 6,116 shares; 2025Q2: 5,243 shares; 2025Q3: 4,302 shares; 2025Q4: 3,243 shares; 2026Q1: 6,662 shares 6,662 $625K 0.03% +3,419 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares; 2025Q4: 12,653 shares; 2026Q1: 11,908 shares 11,908 $625K 0.03% -745 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: 2,247 shares; 2024Q4: 2,307 shares; 2025Q1: 2,738 shares; 2025Q2: 2,499 shares; 2025Q3: 2,562 shares; 2025Q4: 2,936 shares; 2026Q1: 3,112 shares 3,112 $619K 0.03% +176 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,223 shares; 2025Q2: 16,308 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,484 shares 24,484 $619K 0.03% new 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: 4,371 shares; 2024Q4: 16,926 shares; 2025Q1: 5,758 shares; 2025Q2: 19,712 shares; 2025Q3: 24,522 shares; 2025Q4: 29,579 shares; 2026Q1: 8,056 shares 8,056 $613K 0.03% -21,523 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 1,170 shares 1,170 $610K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,085 shares; 2025Q2: not reported; 2025Q3: 47,295 shares; 2025Q4: 4,952 shares; 2026Q1: 5,356 shares 5,356 $607K 0.03% +404 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 1,854 shares; 2025Q1: 2,563 shares; 2025Q2: 1,715 shares; 2025Q3: 1,848 shares; 2025Q4: 1,699 shares; 2026Q1: 1,487 shares 1,487 $606K 0.03% -212 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,100 shares; 2025Q1: 24,133 shares; 2025Q2: 24,111 shares; 2025Q3: 24,125 shares; 2025Q4: 24,100 shares; 2026Q1: 24,109 shares 24,109 $599K 0.03% +9 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 8,187 shares; 2026Q1: 6,117 shares 6,117 $596K 0.03% -2,070 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,951 shares; 2024Q4: 16,973 shares; 2025Q1: 17,000 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares; 2025Q4: 12,653 shares; 2026Q1: 12,653 shares 12,653 $595K 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 14,474 shares 14,474 $590K 0.03% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares; 2026Q1: 2,963 shares 2,963 $587K 0.03% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,877 shares; 2025Q4: 19,721 shares; 2026Q1: 19,117 shares 19,117 $583K 0.03% -604 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,911 shares; 2025Q2: 11,911 shares; 2025Q3: 11,860 shares; 2025Q4: 11,593 shares; 2026Q1: 21,149 shares 21,149 $583K 0.03% +9,556 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,870 shares 30,870 $579K 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,372 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,247 shares; 2026Q1: 6,119 shares 6,119 $568K 0.03% -128 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,876 shares; 2025Q4: 14,426 shares; 2026Q1: 14,426 shares 14,426 $558K 0.03% 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: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 6,034 shares; 2025Q2: 6,407 shares; 2025Q3: 7,018 shares; 2025Q4: 9,145 shares; 2026Q1: 8,132 shares 8,132 $549K 0.03% -1,013 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: 20,477 shares; 2024Q4: 19,564 shares; 2025Q1: 59,106 shares; 2025Q2: 174,474 shares; 2025Q3: 60,115 shares; 2025Q4: 16,748 shares; 2026Q1: 18,930 shares 18,930 $549K 0.03% +2,182 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 14,644 shares; 2025Q3: 14,534 shares; 2025Q4: 13,618 shares; 2026Q1: 13,618 shares 13,618 $544K 0.03% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,570 shares 3,570 $540K 0.03% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,581 shares; 2025Q1: 9,581 shares; 2025Q2: 10,115 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares; 2026Q1: 10,629 shares 10,629 $525K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 29,792 shares; 2025Q1: 61,527 shares; 2025Q2: 32,086 shares; 2025Q3: 3,155 shares; 2025Q4: 30,404 shares; 2026Q1: 2,838 shares 2,838 $515K 0.03% -27,566 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,768 shares; 2026Q1: 26,272 shares 26,272 $493K 0.03% -6,496 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,215 shares; 2025Q1: 4,860 shares; 2025Q2: 1,405 shares; 2025Q3: 5,489 shares; 2025Q4: 1,417 shares; 2026Q1: 1,555 shares 1,555 $483K 0.03% +138 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,132 shares; 2024Q4: 25,577 shares; 2025Q1: 20,365 shares; 2025Q2: 17,865 shares; 2025Q3: 17,121 shares; 2025Q4: 16,799 shares; 2026Q1: 16,252 shares 16,252 $471K 0.03% -547 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 6,980 shares; 2025Q2: 6,197 shares; 2025Q3: 5,754 shares; 2025Q4: 11,864 shares; 2026Q1: 10,906 shares 10,906 $469K 0.02% -958 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 14,349 shares; 2025Q1: 14,199 shares; 2025Q2: 14,217 shares; 2025Q3: 12,749 shares; 2025Q4: 12,360 shares; 2026Q1: 11,222 shares 11,222 $468K 0.02% -1,138 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,301 shares; 2025Q1: 54,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,805 shares 8,805 $463K 0.02% new Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,896 shares; 2024Q4: 29,896 shares; 2025Q1: 29,896 shares; 2025Q2: 29,896 shares; 2025Q3: 29,896 shares; 2025Q4: 29,896 shares; 2026Q1: 29,896 shares 29,896 $461K 0.02% 0 Timeline DFAX 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: 13,503 shares; 2025Q3: 13,503 shares; 2025Q4: 13,503 shares; 2026Q1: 13,503 shares 13,503 $459K 0.02% 0 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: 2,282 shares; 2024Q4: 2,227 shares; 2025Q1: 2,194 shares; 2025Q2: 1,832 shares; 2025Q3: 2,230 shares; 2025Q4: 3,076 shares; 2026Q1: 2,294 shares 2,294 $450K 0.02% -782 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,174 shares; 2024Q4: 22,469 shares; 2025Q1: 17,267 shares; 2025Q2: 16,313 shares; 2025Q3: 11,713 shares; 2025Q4: 11,713 shares; 2026Q1: 11,313 shares 11,313 $450K 0.02% -400 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,062 shares 3,062 $443K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,979 shares 4,979 $442K 0.02% new 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: 894 shares; 2024Q4: 2,457 shares; 2025Q1: 894 shares; 2025Q2: 1,401 shares; 2025Q3: 894 shares; 2025Q4: 975 shares; 2026Q1: 1,031 shares 1,031 $440K 0.02% +56 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,854 shares; 2024Q4: 19,831 shares; 2025Q1: 13,814 shares; 2025Q2: 10,814 shares; 2025Q3: 10,188 shares; 2025Q4: 10,188 shares; 2026Q1: 10,188 shares 10,188 $439K 0.02% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,393 shares; 2026Q1: 16,191 shares 16,191 $430K 0.02% -1,202 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: 855 shares; 2025Q3: 893 shares; 2025Q4: 1,355 shares; 2026Q1: 1,116 shares 1,116 $428K 0.02% -239 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $419K 0.02% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 18,355 shares; 2025Q1: 36,668 shares; 2025Q2: 57,313 shares; 2025Q3: 11,083 shares; 2025Q4: not reported; 2026Q1: 17,240 shares 17,240 $418K 0.02% new 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: 4,846 shares; 2024Q4: 5,117 shares; 2025Q1: 27,513 shares; 2025Q2: 2,043 shares; 2025Q3: 6,247 shares; 2025Q4: 9,184 shares; 2026Q1: 1,696 shares 1,696 $411K 0.02% -7,488 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: 4,062 shares; 2024Q4: 3,881 shares; 2025Q1: 3,889 shares; 2025Q2: 4,816 shares; 2025Q3: 5,180 shares; 2025Q4: 4,317 shares; 2026Q1: 4,373 shares 4,373 $411K 0.02% +56 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 8,355 shares; 2025Q1: 10,463 shares; 2025Q2: 9,576 shares; 2025Q3: 9,083 shares; 2025Q4: 8,854 shares; 2026Q1: 7,694 shares 7,694 $411K 0.02% -1,160 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: 5,502 shares; 2025Q2: 3,993 shares; 2025Q3: 5,075 shares; 2025Q4: 5,577 shares; 2026Q1: 4,031 shares 4,031 $410K 0.02% -1,546 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: 108,571 shares; 2025Q1: 97,582 shares; 2025Q2: 8,873 shares; 2025Q3: 8,538 shares; 2025Q4: 10,888 shares; 2026Q1: 10,802 shares 10,802 $409K 0.02% -86 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 7,891 shares; 2025Q3: 12,502 shares; 2025Q4: 9,132 shares; 2026Q1: 5,103 shares 5,103 $406K 0.02% -4,029 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: 7,531 shares; 2024Q4: 4,262 shares; 2025Q1: 3,016 shares; 2025Q2: 2,917 shares; 2025Q3: 2,188 shares; 2025Q4: 2,242 shares; 2026Q1: 2,611 shares 2,611 $405K 0.02% +369 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: 4,095 shares; 2024Q4: 27,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,112 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares; 2026Q1: 4,080 shares 4,080 $404K 0.02% -17 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: 2,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,756 shares; 2025Q4: 2,440 shares; 2026Q1: 2,419 shares 2,419 $397K 0.02% -21 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 8,041 shares; 2025Q1: 7,715 shares; 2025Q2: 6,132 shares; 2025Q3: 6,030 shares; 2025Q4: 9,222 shares; 2026Q1: 11,125 shares 11,125 $390K 0.02% +1,903 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,781 shares; 2025Q1: 8,405 shares; 2025Q2: 7,372 shares; 2025Q3: 7,101 shares; 2025Q4: 8,787 shares; 2026Q1: 8,443 shares 8,443 $384K 0.02% -344 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 7,139 shares; 2025Q1: 7,848 shares; 2025Q2: 9,008 shares; 2025Q3: 9,476 shares; 2025Q4: 9,732 shares; 2026Q1: 8,700 shares 8,700 $384K 0.02% -1,032 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 8,015 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $383K 0.02% 0 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: not reported; 2025Q4: 2,078 shares; 2026Q1: 2,496 shares 2,496 $381K 0.02% +418 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 15,594 shares; 2026Q1: 2,732 shares 2,732 $381K 0.02% -12,862 Timeline TS TENARIS S A More: the full row for TENARIS 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: not reported; 2025Q4: not reported; 2026Q1: 6,531 shares 6,531 $380K 0.02% new 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: 3,542 shares; 2024Q4: 3,472 shares; 2025Q1: 1,861 shares; 2025Q2: 1,554 shares; 2025Q3: 2,735 shares; 2025Q4: 1,581 shares; 2026Q1: 1,526 shares 1,526 $378K 0.02% -55 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares; 2026Q1: 6,711 shares 6,711 $378K 0.02% 0 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 18,395 shares; 2025Q1: 18,395 shares; 2025Q2: 18,395 shares; 2025Q3: 16,795 shares; 2025Q4: 15,965 shares; 2026Q1: 15,965 shares 15,965 $378K 0.02% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,048 shares 2,048 $372K 0.02% new Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,484 shares; 2024Q4: 9,969 shares; 2025Q1: 11,716 shares; 2025Q2: 12,420 shares; 2025Q3: 15,086 shares; 2025Q4: 15,086 shares; 2026Q1: 15,596 shares 15,596 $372K 0.02% +510 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 21,233 shares 21,233 $368K 0.02% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 19,810 shares; 2025Q1: 7,825 shares; 2025Q2: 29,075 shares; 2025Q3: 37,530 shares; 2025Q4: 38,439 shares; 2026Q1: 8,043 shares 8,043 $366K 0.02% -30,396 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 4,578 shares; 2025Q4: 4,599 shares; 2026Q1: 4,617 shares 4,617 $366K 0.02% +18 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 4,212 shares; 2026Q1: 4,991 shares 4,991 $363K 0.02% +779 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 13,854 shares; 2025Q4: 15,602 shares; 2026Q1: 16,726 shares 16,726 $363K 0.02% +1,124 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 5,502 shares; 2025Q3: 4,457 shares; 2025Q4: 5,255 shares; 2026Q1: 6,691 shares 6,691 $352K 0.02% +1,436 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,061 shares; 2025Q3: 7,163 shares; 2025Q4: 7,163 shares; 2026Q1: 7,065 shares 7,065 $351K 0.02% -98 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,086 shares; 2025Q3: 12,193 shares; 2025Q4: 12,077 shares; 2026Q1: 12,077 shares 12,077 $350K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,729 shares; 2025Q3: 8,446 shares; 2025Q4: 8,722 shares; 2026Q1: 7,429 shares 7,429 $349K 0.02% -1,293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,283 shares; 2025Q3: 4,431 shares; 2025Q4: 4,583 shares; 2026Q1: 3,739 shares 3,739 $347K 0.02% -844 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,593 shares; 2025Q1: 5,335 shares; 2025Q2: 5,167 shares; 2025Q3: 6,881 shares; 2025Q4: 5,969 shares; 2026Q1: 5,212 shares 5,212 $346K 0.02% -757 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 16,642 shares; 2025Q3: 30,697 shares; 2025Q4: 36,290 shares; 2026Q1: 42,636 shares 42,636 $343K 0.02% +6,346 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,310 shares 2,310 $342K 0.02% -545 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,703 shares; 2024Q4: 61,743 shares; 2025Q1: 39,577 shares; 2025Q2: 23,916 shares; 2025Q3: 21,084 shares; 2025Q4: 19,345 shares; 2026Q1: 17,277 shares 17,277 $341K 0.02% -2,068 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,974 shares; 2025Q4: 6,008 shares; 2026Q1: 5,527 shares 5,527 $335K 0.02% -481 Timeline AAXJ 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: 4,371 shares; 2025Q4: not reported; 2026Q1: 3,465 shares 3,465 $334K 0.02% new Timeline PRF 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: 6,962 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 7,060 shares; 2025Q3: 6,962 shares; 2025Q4: 6,962 shares; 2026Q1: 6,962 shares 6,962 $331K 0.02% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,302 shares; 2024Q4: 336,325 shares; 2025Q1: 13,205 shares; 2025Q2: 13,205 shares; 2025Q3: 13,205 shares; 2025Q4: 12,231 shares; 2026Q1: 12,231 shares 12,231 $327K 0.02% 0 Timeline SCHE 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: 9,908 shares 9,908 $326K 0.02% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,320 shares; 2025Q1: 3,269 shares; 2025Q2: 2,486 shares; 2025Q3: 3,684 shares; 2025Q4: 3,704 shares; 2026Q1: 2,292 shares 2,292 $324K 0.02% -1,412 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,623 shares; 2026Q1: 17,451 shares 17,451 $323K 0.02% +3,828 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,173 shares; 2025Q1: 3,302 shares; 2025Q2: 3,392 shares; 2025Q3: 3,544 shares; 2025Q4: 3,459 shares; 2026Q1: 3,449 shares 3,449 $323K 0.02% -10 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $322K 0.02% 0 Timeline IYR 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: 43,625 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $321K 0.02% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,605 shares; 2024Q4: 35,008 shares; 2025Q1: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 8,044 shares; 2025Q4: 8,044 shares; 2026Q1: 8,044 shares 8,044 $316K 0.02% 0 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: not reported; 2024Q4: 1,985 shares; 2025Q1: 9,461 shares; 2025Q2: 1,524 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,635 shares 1,635 $315K 0.02% +491 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 23,828 shares; 2026Q1: 4,364 shares 4,364 $313K 0.02% -19,464 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,297 shares; 2026Q1: 6,766 shares 6,766 $313K 0.02% +469 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,998 shares; 2025Q4: 21,116 shares; 2026Q1: 27,630 shares 27,630 $311K 0.02% +6,514 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: not reported; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 5,617 shares; 2025Q4: 6,908 shares; 2026Q1: 8,473 shares 8,473 $311K 0.02% +1,565 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: 2,458 shares; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 2,211 shares; 2025Q4: 2,370 shares; 2026Q1: 2,529 shares 2,529 $311K 0.02% +159 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 28,959 shares; 2025Q1: 24,715 shares; 2025Q2: 23,803 shares; 2025Q3: 23,641 shares; 2025Q4: 23,582 shares; 2026Q1: 17,195 shares 17,195 $310K 0.02% -6,387 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,650 shares 10,650 $309K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 5,878 shares; 2025Q1: 1,570 shares; 2025Q2: 1,883 shares; 2025Q3: 2,600 shares; 2025Q4: 2,414 shares; 2026Q1: 2,397 shares 2,397 $309K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares 2,036 $308K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,165 shares; 2026Q1: 5,269 shares 5,269 $308K 0.02% +1,104 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,202 shares; 2025Q1: 1,203 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,206 shares 1,206 $308K 0.02% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,819 shares; 2026Q1: 1,437 shares 1,437 $307K 0.02% -382 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,331 shares; 2025Q1: 7,355 shares; 2025Q2: 7,331 shares; 2025Q3: 7,331 shares; 2025Q4: 7,331 shares; 2026Q1: 7,326 shares 7,326 $306K 0.02% -5 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares; 2025Q4: 4,120 shares; 2026Q1: 351 shares 351 $306K 0.02% -3,769 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: 3,429 shares; 2026Q1: 4,364 shares 4,364 $303K 0.02% +935 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: 850 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 923 shares; 2025Q4: 841 shares; 2026Q1: 1,054 shares 1,054 $303K 0.02% +213 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 11,246 shares; 2025Q3: 20,339 shares; 2025Q4: 25,647 shares; 2026Q1: 33,538 shares 33,538 $301K 0.02% +7,891 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150 $296K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 6,027 shares 6,027 $290K 0.02% +1,627 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,588 shares; 2025Q1: 1,595 shares; 2025Q2: 1,603 shares; 2025Q3: 1,611 shares; 2025Q4: 1,619 shares; 2026Q1: 1,628 shares 1,628 $290K 0.02% +9 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: 8,811 shares; 2024Q4: not reported; 2025Q1: 8,907 shares; 2025Q2: 8,534 shares; 2025Q3: 6,334 shares; 2025Q4: 5,443 shares; 2026Q1: 5,733 shares 5,733 $288K 0.02% +290 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,289 shares; 2025Q3: 5,310 shares; 2025Q4: 5,020 shares; 2026Q1: 3,162 shares 3,162 $285K 0.02% -1,858 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,215 shares; 2025Q1: 5,215 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares; 2026Q1: 6,155 shares 6,155 $285K 0.02% 0 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: 8,476 shares; 2024Q4: 5,655 shares; 2025Q1: 4,954 shares; 2025Q2: 4,541 shares; 2025Q3: 4,257 shares; 2025Q4: 3,967 shares; 2026Q1: 4,301 shares 4,301 $284K 0.02% +334 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,151 shares; 2025Q1: 2,812 shares; 2025Q2: 2,563 shares; 2025Q3: 1,484 shares; 2025Q4: 1,465 shares; 2026Q1: 1,776 shares 1,776 $284K 0.02% +311 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 13,423 shares; 2025Q1: 13,428 shares; 2025Q2: 13,433 shares; 2025Q3: 13,439 shares; 2025Q4: 13,445 shares; 2026Q1: 14,693 shares 14,693 $284K 0.02% +1,248 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: 10,299 shares; 2025Q3: 10,273 shares; 2025Q4: 10,273 shares; 2026Q1: 7,221 shares 7,221 $281K 0.01% -3,052 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 6,331 shares; 2025Q1: 6,397 shares; 2025Q2: 6,803 shares; 2025Q3: 6,403 shares; 2025Q4: 6,151 shares; 2026Q1: 5,727 shares 5,727 $281K 0.01% -424 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: 7,984 shares; 2024Q4: not reported; 2025Q1: 15,281 shares; 2025Q2: 15,324 shares; 2025Q3: 5,000 shares; 2025Q4: 5,163 shares; 2026Q1: 3,122 shares 3,122 $280K 0.01% -2,041 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: 439 shares; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 536 shares; 2025Q3: 556 shares; 2025Q4: 593 shares; 2026Q1: 620 shares 620 $277K 0.01% +27 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,494 shares; 2025Q1: 2,582 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,517 shares; 2026Q1: 2,517 shares 2,517 $275K 0.01% 0 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: 9,129 shares; 2025Q1: 9,360 shares; 2025Q2: 9,405 shares; 2025Q3: 9,984 shares; 2025Q4: 10,156 shares; 2026Q1: 10,804 shares 10,804 $271K 0.01% +648 Timeline VTHR 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $267K 0.01% 0 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: 5,614 shares; 2024Q4: 7,193 shares; 2025Q1: 7,188 shares; 2025Q2: 5,480 shares; 2025Q3: 4,533 shares; 2025Q4: 4,535 shares; 2026Q1: 4,504 shares 4,504 $266K 0.01% -31 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,449 shares; 2026Q1: 3,545 shares 3,545 $264K 0.01% +1,096 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,083 shares; 2026Q1: 5,662 shares 5,662 $262K 0.01% -244,421 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,475 shares; 2025Q3: 7,076 shares; 2025Q4: not reported; 2026Q1: 330 shares 330 $261K 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: 3,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 30,886 shares; 2026Q1: 3,437 shares 3,437 $258K 0.01% -27,449 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $257K 0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $254K 0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,001 shares 8,001 $254K 0.01% new Timeline ITA 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: 1,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,125 shares; 2025Q4: 17,795 shares; 2026Q1: 1,162 shares 1,162 $254K 0.01% -16,633 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $254K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,195 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,152 shares; 2026Q1: 2,259 shares 2,259 $254K 0.01% +107 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE 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: not reported; 2025Q4: not reported; 2026Q1: 11,112 shares 11,112 $251K 0.01% new Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,394 shares 8,394 $250K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 821 shares; 2025Q4: 834 shares; 2026Q1: 878 shares 878 $249K 0.01% +44 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: not reported; 2026Q1: 3,989 shares 3,989 $249K 0.01% new 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: 11,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 832 shares; 2025Q4: 872 shares; 2026Q1: 884 shares 884 $247K 0.01% +12 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares 903 $246K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,350 shares 3,350 $244K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,501 shares; 2026Q1: 2,201 shares 2,201 $243K 0.01% -300 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: 698 shares; 2025Q3: 712 shares; 2025Q4: 610 shares; 2026Q1: 801 shares 801 $242K 0.01% +191 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 5,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares 3,143 $236K 0.01% new Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,209 shares 5,209 $236K 0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 4,054 shares 4,054 $234K 0.01% +823 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,559 shares; 2024Q4: 16,227 shares; 2025Q1: 11,572 shares; 2025Q2: 8,874 shares; 2025Q3: 7,892 shares; 2025Q4: 7,380 shares; 2026Q1: 6,898 shares 6,898 $234K 0.01% -482 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,377 shares; 2025Q4: 11,377 shares; 2026Q1: 11,377 shares 11,377 $234K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,641 shares 4,641 $234K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to 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: 919 shares; 2026Q1: 1,328 shares 1,328 $227K 0.01% +409 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 11,500 shares; 2025Q1: 10,809 shares; 2025Q2: 8,789 shares; 2025Q3: 8,415 shares; 2025Q4: 8,041 shares; 2026Q1: 7,607 shares 7,607 $227K 0.01% -434 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares 8,490 $227K 0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $226K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 635 shares 635 $226K 0.01% -436 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,026 shares 5,026 $225K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 6,970 shares; 2025Q1: 8,481 shares; 2025Q2: 10,842 shares; 2025Q3: 2,233 shares; 2025Q4: not reported; 2026Q1: 1,841 shares 1,841 $223K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,284 shares; 2025Q4: 1,141 shares; 2026Q1: 1,136 shares 1,136 $223K 0.01% -5 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: 1,427 shares; 2024Q4: 2,743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 843 shares 843 $221K 0.01% -40 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $218K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,002 shares; 2026Q1: 4,179 shares 4,179 $217K 0.01% +177 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,869 shares 8,869 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $216K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,544 shares; 2025Q3: 3,440 shares; 2025Q4: not reported; 2026Q1: 3,499 shares 3,499 $214K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 23,064 shares; 2025Q4: 529,836 shares; 2026Q1: 13,454 shares 13,454 $213K 0.01% -516,382 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: 890 shares; 2024Q4: 819 shares; 2025Q1: 2,644 shares; 2025Q2: 2,602 shares; 2025Q3: 692 shares; 2025Q4: 753 shares; 2026Q1: 786 shares 786 $213K 0.01% +33 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $212K 0.01% new Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,785 shares 7,785 $210K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,797 shares; 2025Q1: 6,842 shares; 2025Q2: 6,025 shares; 2025Q3: 6,092 shares; 2025Q4: 7,001 shares; 2026Q1: 6,227 shares 6,227 $209K 0.01% -774 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,621 shares 7,621 $209K 0.01% new 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: 2,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $208K 0.01% new Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,246 shares; 2024Q4: 25,088 shares; 2025Q1: 24,483 shares; 2025Q2: 18,534 shares; 2025Q3: 18,534 shares; 2025Q4: 18,534 shares; 2026Q1: 6,200 shares 6,200 $207K 0.01% -12,334 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares; 2026Q1: 1,750 shares 1,750 $207K 0.01% +32 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,463 shares; 2026Q1: 4,490 shares 4,490 $206K 0.01% +27 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,729 shares; 2025Q1: 1,799 shares; 2025Q2: 1,829 shares; 2025Q3: 1,316 shares; 2025Q4: 25,539 shares; 2026Q1: 1,373 shares 1,373 $206K 0.01% -24,166 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares 6,357 $206K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637 shares; 2026Q1: 847 shares 847 $206K 0.01% +210 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 379,465 shares; 2026Q1: 3,615 shares 3,615 $205K 0.01% -375,850 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,807 shares; 2026Q1: 7,807 shares 7,807 $204K 0.01% 0 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: 45,131 shares; 2024Q4: 3,165 shares; 2025Q1: 34,504 shares; 2025Q2: 33,385 shares; 2025Q3: 41,319 shares; 2025Q4: 3,174 shares; 2026Q1: 3,245 shares 3,245 $204K 0.01% +71 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,931 shares 6,931 $202K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $201K 0.01% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815 $201K 0.01% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,754 shares; 2024Q4: 20,754 shares; 2025Q1: 20,754 shares; 2025Q2: 20,754 shares; 2025Q3: 20,754 shares; 2025Q4: 20,754 shares; 2026Q1: 20,754 shares 20,754 $199K 0.01% 0 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,395 shares 10,395 $197K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 15,560 shares; 2025Q1: 14,113 shares; 2025Q2: 13,897 shares; 2025Q3: 13,369 shares; 2025Q4: 13,484 shares; 2026Q1: 14,416 shares 14,416 $105K 0.01% +932 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,418 shares; 2024Q4: 27,236 shares; 2025Q1: 25,593 shares; 2025Q2: 25,092 shares; 2025Q3: 24,045 shares; 2025Q4: 24,166 shares; 2026Q1: 25,354 shares 25,354 $99.9K 0.01% +1,188 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,382 shares; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 10,043 shares; 2026Q1: 10,043 shares 10,043 $93.2K <0.01% 0 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 35,273 shares; 2025Q1: 35,273 shares; 2025Q2: 35,273 shares; 2025Q3: 21,423 shares; 2025Q4: 21,423 shares; 2026Q1: 21,423 shares 21,423 $83.8K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares; 2026Q1: 11,060 shares 11,060 $66.9K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,505 shares 10,505 $66.5K <0.01% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,650 shares 10,650 $49K <0.01% new Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING 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: 2,553,684 shares; 2026Q1: 24,087 shares 24,087 $28.7K <0.01% -2,529,597 Timeline CBAT CBAK ENERGY TECHNOLOGY INC More: the full row for CBAK ENERGY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 14,964 shares; 2025Q1: 14,964 shares; 2025Q2: 14,964 shares; 2025Q3: not reported; 2025Q4: 14,964 shares; 2026Q1: 14,964 shares 14,964 $12.4K <0.01% 0 Timeline