AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,809 shares; 2024Q4: 15,114 shares; 2025Q1: 16,414 shares; 2025Q2: 21,054 shares; 2025Q3: 16,057 shares; 2025Q4: 63,341 shares; 2026Q1: 67,542 shares 67,542 $17.1M 3.49% +4,201 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: 16,241 shares; 2024Q4: 16,057 shares; 2025Q1: 16,137 shares; 2025Q2: 14,754 shares; 2025Q3: 10,577 shares; 2025Q4: 15,897 shares; 2026Q1: 15,713 shares 15,713 $10.2M 2.09% -184 Timeline FIXD 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: 228,959 shares; 2024Q4: 236,645 shares; 2025Q1: 239,623 shares; 2025Q2: 241,523 shares; 2025Q3: 229,095 shares; 2025Q4: 235,077 shares; 2026Q1: 233,818 shares 233,818 $10.2M 2.07% -1,259 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,979 shares; 2024Q4: 268,848 shares; 2025Q1: 272,913 shares; 2025Q2: 259,341 shares; 2025Q3: 220,716 shares; 2025Q4: 220,795 shares; 2026Q1: 152,324 shares 152,324 $9.14M 1.86% -68,471 Timeline RDVY 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: 108,652 shares; 2024Q4: 116,915 shares; 2025Q1: 137,806 shares; 2025Q2: 144,621 shares; 2025Q3: 135,470 shares; 2025Q4: 131,786 shares; 2026Q1: 131,756 shares 131,756 $9M 1.83% -30 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: 46,358 shares; 2024Q4: 46,356 shares; 2025Q1: 46,853 shares; 2025Q2: 49,510 shares; 2025Q3: 91,042 shares; 2025Q4: 90,062 shares; 2026Q1: 90,300 shares 90,300 $8.38M 1.71% +238 Timeline SDVY 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: 187,209 shares; 2024Q4: 213,329 shares; 2025Q1: 215,421 shares; 2025Q2: 227,920 shares; 2025Q3: 212,111 shares; 2025Q4: 208,079 shares; 2026Q1: 206,474 shares 206,474 $8.14M 1.66% -1,605 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,385 shares; 2026Q1: 164,121 shares 164,121 $7.86M 1.6% +13,736 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: 99,604 shares; 2024Q4: 103,926 shares; 2025Q1: 106,248 shares; 2025Q2: 109,133 shares; 2025Q3: 111,347 shares; 2025Q4: 112,725 shares; 2026Q1: 104,517 shares 104,517 $7.7M 1.57% -8,208 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: 7,638 shares; 2024Q4: 7,403 shares; 2025Q1: 5,399 shares; 2025Q2: 9,604 shares; 2025Q3: 9,927 shares; 2025Q4: 11,127 shares; 2026Q1: 11,316 shares 11,316 $7.39M 1.5% +189 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,526 shares; 2024Q4: 106,550 shares; 2025Q1: 111,775 shares; 2025Q2: 115,777 shares; 2025Q3: 131,094 shares; 2025Q4: 136,142 shares; 2026Q1: 140,247 shares 140,247 $6.99M 1.42% +4,105 Timeline USIG 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: 7,852 shares; 2024Q4: 13,726 shares; 2025Q1: 17,926 shares; 2025Q2: 18,390 shares; 2025Q3: 18,750 shares; 2025Q4: 21,480 shares; 2026Q1: 135,462 shares 135,462 $6.94M 1.41% +113,982 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: 8,599 shares; 2024Q4: 8,753 shares; 2025Q1: 7,770 shares; 2025Q2: 12,419 shares; 2025Q3: 11,434 shares; 2025Q4: 11,330 shares; 2026Q1: 11,405 shares 11,405 $6.58M 1.34% +75 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: 84,287 shares; 2024Q4: 95,400 shares; 2025Q1: 103,926 shares; 2025Q2: 110,303 shares; 2025Q3: 121,190 shares; 2025Q4: 180,962 shares; 2026Q1: 181,377 shares 181,377 $6.43M 1.31% +415 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,003 shares; 2024Q4: 82,140 shares; 2025Q1: 82,513 shares; 2025Q2: 82,967 shares; 2025Q3: 53,192 shares; 2025Q4: 51,976 shares; 2026Q1: 51,784 shares 51,784 $6.31M 1.29% -192 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,315 shares; 2025Q1: 29,451 shares; 2025Q2: 44,180 shares; 2025Q3: 52,699 shares; 2025Q4: 52,385 shares; 2026Q1: 72,489 shares 72,489 $6.28M 1.28% +20,104 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: 98,315 shares; 2024Q4: 91,990 shares; 2025Q1: 130,308 shares; 2025Q2: 131,239 shares; 2025Q3: 136,061 shares; 2025Q4: 147,364 shares; 2026Q1: 122,409 shares 122,409 $6.2M 1.26% -24,955 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: 32,320 shares; 2024Q4: 23,443 shares; 2025Q1: 27,120 shares; 2025Q2: 30,472 shares; 2025Q3: 30,463 shares; 2025Q4: 27,225 shares; 2026Q1: 33,595 shares 33,595 $5.86M 1.19% +6,370 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: 11,174 shares; 2024Q4: 12,516 shares; 2025Q1: 17,115 shares; 2025Q2: 17,139 shares; 2025Q3: 20,242 shares; 2025Q4: 23,692 shares; 2026Q1: 28,041 shares 28,041 $5.84M 1.19% +4,349 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,536 shares; 2024Q4: 59,120 shares; 2025Q1: 59,837 shares; 2025Q2: 61,508 shares; 2025Q3: 58,333 shares; 2025Q4: 59,644 shares; 2026Q1: 60,002 shares 60,002 $5.83M 1.19% +358 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 12,531 shares; 2025Q1: 12,250 shares; 2025Q2: 13,469 shares; 2025Q3: 14,047 shares; 2025Q4: 14,378 shares; 2026Q1: 68,168 shares 68,168 $5.46M 1.11% +53,790 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: 25,686 shares; 2024Q4: 24,893 shares; 2025Q1: 24,807 shares; 2025Q2: 25,833 shares; 2025Q3: 20,531 shares; 2025Q4: 20,058 shares; 2026Q1: 21,579 shares 21,579 $5.35M 1.09% +1,521 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: 1,705 shares; 2024Q4: 1,751 shares; 2025Q1: 1,793 shares; 2025Q2: 1,423 shares; 2025Q3: 1,449 shares; 2025Q4: 14,895 shares; 2026Q1: 16,873 shares 16,873 $4.96M 1.01% +1,978 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 192,684 shares 192,684 $4.77M 0.97% +185,084 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: 60,182 shares; 2025Q1: 20,635 shares; 2025Q2: 20,048 shares; 2025Q3: 14,744 shares; 2025Q4: 108,576 shares; 2026Q1: 144,048 shares 144,048 $4.68M 0.95% +35,472 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 8,347 shares; 2025Q1: 9,359 shares; 2025Q2: 6,860 shares; 2025Q3: 6,687 shares; 2025Q4: 8,867 shares; 2026Q1: 12,603 shares 12,603 $4.67M 0.95% +3,736 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: 38,631 shares; 2024Q4: 43,635 shares; 2025Q1: 62,975 shares; 2025Q2: 60,917 shares; 2025Q3: 75,100 shares; 2025Q4: 135,484 shares; 2026Q1: 137,607 shares 137,607 $4.58M 0.93% +2,123 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: 6,357 shares; 2024Q4: 6,394 shares; 2025Q1: 5,846 shares; 2025Q2: 6,783 shares; 2025Q3: 7,660 shares; 2025Q4: 8,860 shares; 2026Q1: 8,911 shares 8,911 $4.27M 0.87% +51 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: 14,996 shares; 2024Q4: 15,307 shares; 2025Q1: 10,214 shares; 2025Q2: 22,178 shares; 2025Q3: 22,534 shares; 2025Q4: 22,636 shares; 2026Q1: 21,295 shares 21,295 $4.08M 0.83% -1,341 Timeline VFLO 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: 22,402 shares; 2024Q4: 41,469 shares; 2025Q1: 70,875 shares; 2025Q2: 77,550 shares; 2025Q3: 90,055 shares; 2025Q4: 98,518 shares; 2026Q1: 100,192 shares 100,192 $3.96M 0.81% +1,674 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: 9,023 shares; 2024Q4: 8,702 shares; 2025Q1: 8,912 shares; 2025Q2: 7,462 shares; 2025Q3: 7,462 shares; 2025Q4: 44,368 shares; 2026Q1: 44,335 shares 44,335 $3.53M 0.72% -33 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,181 shares; 2024Q4: 23,968 shares; 2025Q1: 31,155 shares; 2025Q2: 52,648 shares; 2025Q3: 62,349 shares; 2025Q4: 58,822 shares; 2026Q1: 61,307 shares 61,307 $2.99M 0.61% +2,485 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 10,867 shares; 2025Q1: 10,387 shares; 2025Q2: 13,634 shares; 2025Q3: 14,184 shares; 2025Q4: 45,470 shares; 2026Q1: 46,860 shares 46,860 $2.94M 0.6% +1,390 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,913 shares; 2024Q4: 16,450 shares; 2025Q1: 17,105 shares; 2025Q2: 16,547 shares; 2025Q3: 52,601 shares; 2025Q4: 52,443 shares; 2026Q1: 59,174 shares 59,174 $2.92M 0.59% +6,731 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: 68,531 shares; 2024Q4: 26,819 shares; 2025Q1: not reported; 2025Q2: 8,866 shares; 2025Q3: 15,916 shares; 2025Q4: 9,261 shares; 2026Q1: 19,370 shares 19,370 $2.83M 0.58% +10,109 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,579 shares; 2026Q1: 57,393 shares 57,393 $2.78M 0.57% +1,814 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,756 shares; 2025Q4: 32,430 shares; 2026Q1: 33,795 shares 33,795 $2.59M 0.53% +1,365 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,844 shares; 2025Q2: 35,786 shares; 2025Q3: 96,738 shares; 2025Q4: 102,468 shares; 2026Q1: 105,694 shares 105,694 $2.58M 0.52% +3,226 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,213 shares; 2025Q3: 32,078 shares; 2025Q4: 27,775 shares; 2026Q1: 31,301 shares 31,301 $2.43M 0.49% +3,526 Timeline AIRR 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: 21,265 shares; 2026Q1: 21,088 shares 21,088 $2.34M 0.48% -177 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,745 shares; 2026Q1: 43,957 shares 43,957 $2.32M 0.47% +5,212 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,939 shares; 2024Q4: 24,192 shares; 2025Q1: 16,567 shares; 2025Q2: 20,657 shares; 2025Q3: 25,711 shares; 2025Q4: 25,055 shares; 2026Q1: 23,789 shares 23,789 $2.3M 0.47% -1,266 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 47,235 shares; 2025Q1: 33,874 shares; 2025Q2: 32,705 shares; 2025Q3: 34,123 shares; 2025Q4: 32,616 shares; 2026Q1: 39,746 shares 39,746 $2.25M 0.46% +7,130 Timeline GRID 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: 13,728 shares; 2026Q1: 13,693 shares 13,693 $2.24M 0.46% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,210 shares; 2025Q3: 6,623 shares; 2025Q4: 6,885 shares; 2026Q1: 6,930 shares 6,930 $2.22M 0.45% +45 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,190 shares; 2024Q4: 69,446 shares; 2025Q1: 74,407 shares; 2025Q2: 107,325 shares; 2025Q3: 126,915 shares; 2025Q4: 124,487 shares; 2026Q1: 139,955 shares 139,955 $2.22M 0.45% +15,468 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,846 shares; 2025Q1: 1,985 shares; 2025Q2: 2,218 shares; 2025Q3: 2,276 shares; 2025Q4: 3,225 shares; 2026Q1: 3,829 shares 3,829 $2.19M 0.45% +604 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 57,531 shares; 2025Q2: 47,799 shares; 2025Q3: 150,491 shares; 2025Q4: 156,056 shares; 2026Q1: 42,979 shares 42,979 $2.18M 0.44% -113,077 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: 1,196 shares; 2024Q4: 1,376 shares; 2025Q1: 1,177 shares; 2025Q2: 3,027 shares; 2025Q3: 4,313 shares; 2025Q4: 1,517 shares; 2026Q1: 2,365 shares 2,365 $2.18M 0.44% +848 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,009 shares; 2026Q1: 30,544 shares 30,544 $2.17M 0.44% +4,535 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 13,949 shares; 2025Q1: 13,402 shares; 2025Q2: 13,055 shares; 2025Q3: 13,750 shares; 2025Q4: 17,038 shares; 2026Q1: 37,136 shares 37,136 $2.06M 0.42% +20,098 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,285 shares; 2025Q1: 10,756 shares; 2025Q2: 13,907 shares; 2025Q3: 17,343 shares; 2025Q4: 50,031 shares; 2026Q1: 90,313 shares 90,313 $2.04M 0.42% +40,282 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: 2,124 shares; 2024Q4: 2,048 shares; 2025Q1: 2,191 shares; 2025Q2: 2,176 shares; 2025Q3: 2,054 shares; 2025Q4: 11,911 shares; 2026Q1: 11,761 shares 11,761 $2M 0.41% -150 Timeline FVD 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: 37,708 shares; 2024Q4: 46,112 shares; 2025Q1: 50,623 shares; 2025Q2: 47,714 shares; 2025Q3: 51,352 shares; 2025Q4: 45,980 shares; 2026Q1: 41,774 shares 41,774 $1.96M 0.4% -4,206 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,614 shares; 2025Q1: 3,992 shares; 2025Q2: 3,981 shares; 2025Q3: 3,917 shares; 2025Q4: 3,914 shares; 2026Q1: 4,069 shares 4,069 $1.89M 0.38% +155 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: 27,478 shares; 2024Q4: 56,163 shares; 2025Q1: 54,886 shares; 2025Q2: 40,118 shares; 2025Q3: 57,879 shares; 2025Q4: 46,964 shares; 2026Q1: 55,308 shares 55,308 $1.85M 0.38% +8,344 Timeline RDVI 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: 19,707 shares; 2024Q4: 9,812 shares; 2025Q1: not reported; 2025Q2: 66,303 shares; 2025Q3: 69,780 shares; 2025Q4: 69,013 shares; 2026Q1: 70,581 shares 70,581 $1.8M 0.37% +1,568 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,623 shares; 2024Q4: 57,835 shares; 2025Q1: 53,569 shares; 2025Q2: 64,607 shares; 2025Q3: 66,335 shares; 2025Q4: 70,443 shares; 2026Q1: 82,122 shares 82,122 $1.79M 0.36% +11,679 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: 37,033 shares; 2024Q4: 57,684 shares; 2025Q1: 78,544 shares; 2025Q2: 69,320 shares; 2025Q3: 106,126 shares; 2025Q4: 96,358 shares; 2026Q1: 113,727 shares 113,727 $1.71M 0.35% +17,369 Timeline JTEK 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: 11,529 shares; 2025Q1: 13,438 shares; 2025Q2: 20,288 shares; 2025Q3: 20,724 shares; 2025Q4: 19,892 shares; 2026Q1: 21,252 shares 21,252 $1.69M 0.34% +1,360 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: 1,890 shares; 2024Q4: 2,381 shares; 2025Q1: 2,486 shares; 2025Q2: 1,996 shares; 2025Q3: 4,708 shares; 2025Q4: 7,875 shares; 2026Q1: 11,265 shares 11,265 $1.66M 0.34% +3,390 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: 4,637 shares; 2024Q4: 9,400 shares; 2025Q1: 9,959 shares; 2025Q2: 11,306 shares; 2025Q3: 13,348 shares; 2025Q4: 11,699 shares; 2026Q1: 11,356 shares 11,356 $1.64M 0.33% -343 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,199 shares; 2026Q1: 41,570 shares 41,570 $1.64M 0.33% +5,371 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,787 shares; 2026Q1: 12,696 shares 12,696 $1.63M 0.33% +3,909 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,632 shares; 2025Q3: 42,290 shares; 2025Q4: 32,527 shares; 2026Q1: 30,041 shares 30,041 $1.6M 0.33% -2,486 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 5,049 shares; 2025Q1: 4,849 shares; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 4,950 shares; 2026Q1: 4,952 shares 4,952 $1.6M 0.33% +2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 10,283 shares; 2025Q1: 8,636 shares; 2025Q2: 18,102 shares; 2025Q3: 8,976 shares; 2025Q4: 18,387 shares; 2026Q1: 56,409 shares 56,409 $1.58M 0.32% +38,022 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 64,312 shares; 2025Q4: 63,209 shares; 2026Q1: 66,685 shares 66,685 $1.56M 0.32% +3,476 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,049 shares; 2026Q1: 43,076 shares 43,076 $1.54M 0.31% +8,027 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,838 shares; 2025Q2: 34,556 shares; 2025Q3: 36,215 shares; 2025Q4: 53,763 shares; 2026Q1: 80,988 shares 80,988 $1.53M 0.31% +27,225 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: 6,403 shares; 2024Q4: 7,332 shares; 2025Q1: 6,152 shares; 2025Q2: 13,747 shares; 2025Q3: 13,637 shares; 2025Q4: 14,958 shares; 2026Q1: 15,131 shares 15,131 $1.52M 0.31% +173 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: 8,473 shares; 2024Q4: 9,557 shares; 2025Q1: 8,266 shares; 2025Q2: 3,295 shares; 2025Q3: 2,388 shares; 2025Q4: 8,078 shares; 2026Q1: 7,616 shares 7,616 $1.52M 0.31% -462 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,041 shares; 2026Q1: 24,059 shares 24,059 $1.5M 0.31% +4,018 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: 3,920 shares; 2024Q4: 3,350 shares; 2025Q1: 5,343 shares; 2025Q2: 5,146 shares; 2025Q3: 3,436 shares; 2025Q4: 3,658 shares; 2026Q1: 4,041 shares 4,041 $1.5M 0.31% +383 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 10,595 shares; 2025Q1: 17,592 shares; 2025Q2: 19,810 shares; 2025Q3: 20,444 shares; 2025Q4: 23,684 shares; 2026Q1: 32,699 shares 32,699 $1.48M 0.3% +9,015 Timeline FTHI 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: 54,052 shares; 2026Q1: 64,074 shares 64,074 $1.47M 0.3% +10,022 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: 18,335 shares; 2024Q4: 23,327 shares; 2025Q1: 17,724 shares; 2025Q2: 13,383 shares; 2025Q3: 10,856 shares; 2025Q4: 4,117 shares; 2026Q1: 7,201 shares 7,201 $1.46M 0.3% +3,084 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 421 shares; 2025Q1: 450 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 625 shares; 2026Q1: 843 shares 843 $1.46M 0.3% +218 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,082 shares; 2025Q1: 1,062 shares; 2025Q2: 1,291 shares; 2025Q3: 1,082 shares; 2025Q4: 1,975 shares; 2026Q1: 2,433 shares 2,433 $1.45M 0.3% +458 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,592 shares; 2025Q2: 5,410 shares; 2025Q3: 3,694 shares; 2025Q4: 3,969 shares; 2026Q1: 19,631 shares 19,631 $1.44M 0.29% +15,662 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,792 shares; 2026Q1: 28,765 shares 28,765 $1.42M 0.29% +24,973 Timeline JPIE 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: 19,363 shares; 2024Q4: 22,638 shares; 2025Q1: 22,467 shares; 2025Q2: 9,789 shares; 2025Q3: 17,166 shares; 2025Q4: 25,506 shares; 2026Q1: 30,724 shares 30,724 $1.42M 0.29% +5,218 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: 9,206 shares; 2024Q4: 8,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 18,669 shares 18,669 $1.39M 0.28% +17,761 Timeline IREN IREN LIMITED More: the full row for IREN 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: not reported; 2025Q4: 22,084 shares; 2026Q1: 40,411 shares 40,411 $1.39M 0.28% +18,327 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 11,042 shares; 2025Q1: 10,967 shares; 2025Q2: 27,815 shares; 2025Q3: 29,216 shares; 2025Q4: 29,754 shares; 2026Q1: 29,737 shares 29,737 $1.37M 0.28% -17 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 9,696 shares; 2025Q1: 6,430 shares; 2025Q2: 8,526 shares; 2025Q3: 12,414 shares; 2025Q4: 13,009 shares; 2026Q1: 11,301 shares 11,301 $1.35M 0.27% -1,708 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: 5,382 shares; 2024Q4: 5,470 shares; 2025Q1: 5,585 shares; 2025Q2: 5,729 shares; 2025Q3: 2,861 shares; 2025Q4: 4,149 shares; 2026Q1: 4,687 shares 4,687 $1.35M 0.27% +538 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,842 shares; 2025Q3: 2,465 shares; 2025Q4: 2,413 shares; 2026Q1: 2,110 shares 2,110 $1.3M 0.27% -303 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,790 shares; 2024Q4: 90,677 shares; 2025Q1: 97,029 shares; 2025Q2: 75,341 shares; 2025Q3: 60,731 shares; 2025Q4: 60,312 shares; 2026Q1: 62,208 shares 62,208 $1.27M 0.26% +1,896 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 7,577 shares; 2025Q1: not reported; 2025Q2: 17,188 shares; 2025Q3: 17,757 shares; 2025Q4: 28,076 shares; 2026Q1: 30,172 shares 30,172 $1.26M 0.26% +2,096 Timeline CLOA 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: 12,005 shares; 2024Q4: 24,334 shares; 2025Q1: 27,354 shares; 2025Q2: 27,911 shares; 2025Q3: 28,619 shares; 2025Q4: 23,786 shares; 2026Q1: 24,086 shares 24,086 $1.25M 0.25% +300 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: 2,224 shares; 2024Q4: 7,000 shares; 2025Q1: 7,390 shares; 2025Q2: 2,691 shares; 2025Q3: 3,267 shares; 2025Q4: 4,363 shares; 2026Q1: 3,671 shares 3,671 $1.24M 0.25% -692 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,512 shares; 2025Q1: 26,227 shares; 2025Q2: 12,399 shares; 2025Q3: 20,195 shares; 2025Q4: 16,495 shares; 2026Q1: 20,044 shares 20,044 $1.22M 0.25% +3,549 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,601 shares; 2025Q4: 2,134 shares; 2026Q1: 9,441 shares 9,441 $1.21M 0.25% +7,307 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,496 shares; 2024Q4: 14,469 shares; 2025Q1: 13,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,605 shares; 2026Q1: 81,862 shares 81,862 $1.21M 0.25% +72,257 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,424 shares; 2025Q3: 9,931 shares; 2025Q4: 19,846 shares; 2026Q1: 15,798 shares 15,798 $1.2M 0.24% -4,048 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,241 shares; 2024Q4: 29,329 shares; 2025Q1: 37,087 shares; 2025Q2: 58,490 shares; 2025Q3: 81,005 shares; 2025Q4: 81,195 shares; 2026Q1: 89,634 shares 89,634 $1.17M 0.24% +8,439 Timeline RYLD 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: 15,198 shares; 2024Q4: 15,551 shares; 2025Q1: 32,697 shares; 2025Q2: 67,118 shares; 2025Q3: 74,813 shares; 2025Q4: 74,466 shares; 2026Q1: 77,243 shares 77,243 $1.15M 0.24% +2,777 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,598 shares; 2024Q4: 10,526 shares; 2025Q1: 15,093 shares; 2025Q2: 17,920 shares; 2025Q3: 9,634 shares; 2025Q4: 9,854 shares; 2026Q1: 19,728 shares 19,728 $1.14M 0.23% +9,874 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,713 shares; 2025Q4: 7,389 shares; 2026Q1: 21,326 shares 21,326 $1.14M 0.23% +13,937 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: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 3,692 shares 3,692 $1.12M 0.23% +3,274 Timeline WCMI 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: 67,500 shares; 2025Q3: 67,500 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000 $1.09M 0.22% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,603 shares; 2024Q4: not reported; 2025Q1: 26,220 shares; 2025Q2: 57,320 shares; 2025Q3: 61,967 shares; 2025Q4: 61,506 shares; 2026Q1: 62,980 shares 62,980 $1.08M 0.22% +1,474 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 4,156 shares; 2025Q1: 4,532 shares; 2025Q2: 872 shares; 2025Q3: 766 shares; 2025Q4: 1,248 shares; 2026Q1: 7,490 shares 7,490 $1.05M 0.21% +6,242 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 10,041 shares 10,041 $1.05M 0.21% +9,266 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,375 shares; 2025Q3: 10,641 shares; 2025Q4: 10,682 shares; 2026Q1: 11,273 shares 11,273 $1.04M 0.21% +591 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,355 shares; 2024Q4: 26,345 shares; 2025Q1: 26,345 shares; 2025Q2: 26,245 shares; 2025Q3: 26,079 shares; 2025Q4: 27,204 shares; 2026Q1: 32,318 shares 32,318 $1.03M 0.21% +5,114 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: 21,332 shares; 2024Q4: 19,774 shares; 2025Q1: 21,045 shares; 2025Q2: 21,558 shares; 2025Q3: 22,147 shares; 2025Q4: 22,293 shares; 2026Q1: 21,898 shares 21,898 $1.03M 0.21% -395 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,931 shares; 2024Q4: 36,501 shares; 2025Q1: 39,046 shares; 2025Q2: 41,352 shares; 2025Q3: 44,248 shares; 2025Q4: 43,719 shares; 2026Q1: 45,284 shares 45,284 $1.02M 0.21% +1,565 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,915 shares; 2025Q2: 10,028 shares; 2025Q3: 9,657 shares; 2025Q4: 7,900 shares; 2026Q1: 19,800 shares 19,800 $1M 0.2% +11,900 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 5,914 shares; 2025Q3: 5,997 shares; 2025Q4: 2,632 shares; 2026Q1: 3,134 shares 3,134 $970K 0.2% +502 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: 5,916 shares; 2024Q4: 5,501 shares; 2025Q1: 5,189 shares; 2025Q2: 7,576 shares; 2025Q3: 7,988 shares; 2025Q4: 7,908 shares; 2026Q1: 8,789 shares 8,789 $961K 0.2% +881 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT 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: 5,825 shares; 2025Q3: 4,690 shares; 2025Q4: 3,970 shares; 2026Q1: 11,080 shares 11,080 $954K 0.19% +7,110 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,801 shares; 2024Q4: 58,126 shares; 2025Q1: 62,628 shares; 2025Q2: 50,318 shares; 2025Q3: 51,034 shares; 2025Q4: 53,367 shares; 2026Q1: 57,270 shares 57,270 $951K 0.19% +3,903 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 41,119 shares; 2025Q1: 57,019 shares; 2025Q2: 51,300 shares; 2025Q3: 51,889 shares; 2025Q4: 70,501 shares; 2026Q1: 65,844 shares 65,844 $946K 0.19% -4,657 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: 5,118 shares; 2024Q4: 5,791 shares; 2025Q1: 7,688 shares; 2025Q2: 7,955 shares; 2025Q3: 12,725 shares; 2025Q4: 7,920 shares; 2026Q1: 11,990 shares 11,990 $944K 0.19% +4,070 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 637 shares; 2026Q1: 9,894 shares 9,894 $931K 0.19% +9,257 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: 96,707 shares; 2024Q4: 103,028 shares; 2025Q1: 106,396 shares; 2025Q2: 109,897 shares; 2025Q3: 113,769 shares; 2025Q4: 102,989 shares; 2026Q1: 19,293 shares 19,293 $927K 0.19% -83,696 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $926K 0.19% 0 Timeline SMTH 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: 69,876 shares; 2024Q4: 75,578 shares; 2025Q1: 90,173 shares; 2025Q2: 42,423 shares; 2025Q3: 41,490 shares; 2025Q4: 37,505 shares; 2026Q1: 35,378 shares 35,378 $911K 0.19% -2,127 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,117 shares; 2025Q1: 6,638 shares; 2025Q2: 6,964 shares; 2025Q3: 9,777 shares; 2025Q4: 14,240 shares; 2026Q1: 12,659 shares 12,659 $911K 0.19% -1,581 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 16,332 shares 16,332 $896K 0.18% +15,888 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,991 shares; 2026Q1: 3,731 shares 3,731 $887K 0.18% +1,740 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares; 2026Q1: 6,271 shares 6,271 $867K 0.18% +5,177 Timeline PFFD 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: 41,987 shares; 2024Q4: 39,807 shares; 2025Q1: 41,999 shares; 2025Q2: 43,636 shares; 2025Q3: 46,902 shares; 2025Q4: 45,350 shares; 2026Q1: 46,968 shares 46,968 $864K 0.18% +1,618 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 16,977 shares 16,977 $861K 0.18% new Timeline XYLD 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: 6,615 shares; 2025Q2: 19,105 shares; 2025Q3: 20,945 shares; 2025Q4: 20,641 shares; 2026Q1: 21,641 shares 21,641 $847K 0.17% +1,000 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,264 shares; 2026Q1: 22,181 shares 22,181 $827K 0.17% +917 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,067 shares; 2025Q1: 11,933 shares; 2025Q2: 35,155 shares; 2025Q3: 35,518 shares; 2025Q4: 45,271 shares; 2026Q1: 35,693 shares 35,693 $822K 0.17% -9,578 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,281 shares; 2024Q4: 42,500 shares; 2025Q1: 55,531 shares; 2025Q2: 115,161 shares; 2025Q3: 95,106 shares; 2025Q4: 65,285 shares; 2026Q1: 67,149 shares 67,149 $818K 0.17% +1,864 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: 1,678 shares; 2024Q4: 1,544 shares; 2025Q1: 1,662 shares; 2025Q2: 1,699 shares; 2025Q3: 1,947 shares; 2025Q4: 2,591 shares; 2026Q1: 2,819 shares 2,819 $809K 0.16% +228 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,160 shares; 2024Q4: 61,217 shares; 2025Q1: 57,317 shares; 2025Q2: 44,999 shares; 2025Q3: 46,442 shares; 2025Q4: 43,477 shares; 2026Q1: 44,945 shares 44,945 $800K 0.16% +1,468 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: 14,235 shares; 2024Q4: 14,772 shares; 2025Q1: 15,579 shares; 2025Q2: 18,309 shares; 2025Q3: 39,998 shares; 2025Q4: 15,426 shares; 2026Q1: 15,593 shares 15,593 $783K 0.16% +167 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: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 6,045 shares; 2025Q4: 2,493 shares; 2026Q1: 2,873 shares 2,873 $777K 0.16% +380 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: 1,490 shares 1,490 $777K 0.16% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,254 shares; 2025Q1: 7,370 shares; 2025Q2: 8,635 shares; 2025Q3: 8,650 shares; 2025Q4: 8,470 shares; 2026Q1: 9,315 shares 9,315 $771K 0.16% +845 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 26,508 shares; 2025Q1: 27,910 shares; 2025Q2: 23,281 shares; 2025Q3: 21,529 shares; 2025Q4: 20,621 shares; 2026Q1: 15,171 shares 15,171 $767K 0.16% -5,450 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 5,204 shares 5,204 $759K 0.15% +4,581 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 8,344 shares; 2025Q1: 10,901 shares; 2025Q2: 8,338 shares; 2025Q3: 2,134 shares; 2025Q4: 5,440 shares; 2026Q1: 7,475 shares 7,475 $742K 0.15% +2,035 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,211 shares; 2024Q4: 81,578 shares; 2025Q1: 100,914 shares; 2025Q2: 110,974 shares; 2025Q3: 87,033 shares; 2025Q4: 90,506 shares; 2026Q1: 93,553 shares 93,553 $711K 0.14% +3,047 Timeline IGLD 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: 2,023 shares; 2026Q1: 27,666 shares 27,666 $706K 0.14% +25,643 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 5,695 shares; 2025Q1: 5,640 shares; 2025Q2: 5,847 shares; 2025Q3: 4,972 shares; 2025Q4: 5,398 shares; 2026Q1: 5,884 shares 5,884 $698K 0.14% +486 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,883 shares; 2024Q4: 8,221 shares; 2025Q1: 10,433 shares; 2025Q2: 10,244 shares; 2025Q3: 10,061 shares; 2025Q4: 7,854 shares; 2026Q1: 6,878 shares 6,878 $689K 0.14% -976 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 8,716 shares; 2025Q1: 11,167 shares; 2025Q2: 11,192 shares; 2025Q3: 11,297 shares; 2025Q4: 11,134 shares; 2026Q1: 11,820 shares 11,820 $682K 0.14% +686 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,800 shares; 2024Q4: 39,095 shares; 2025Q1: 40,580 shares; 2025Q2: 41,074 shares; 2025Q3: 28,327 shares; 2025Q4: 27,359 shares; 2026Q1: 26,992 shares 26,992 $682K 0.14% -367 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,134 shares; 2024Q4: 88,602 shares; 2025Q1: 81,024 shares; 2025Q2: 58,409 shares; 2025Q3: 60,724 shares; 2025Q4: 58,702 shares; 2026Q1: 66,324 shares 66,324 $673K 0.14% +7,622 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,072 shares; 2024Q4: 35,338 shares; 2025Q1: 36,907 shares; 2025Q2: 38,242 shares; 2025Q3: 42,394 shares; 2025Q4: 42,476 shares; 2026Q1: 46,868 shares 46,868 $671K 0.14% +4,392 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,360 shares; 2025Q1: 4,582 shares; 2025Q2: 4,937 shares; 2025Q3: 5,876 shares; 2025Q4: 7,648 shares; 2026Q1: 15,258 shares 15,258 $667K 0.14% +7,610 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,471 shares; 2024Q4: 33,854 shares; 2025Q1: 31,026 shares; 2025Q2: 22,251 shares; 2025Q3: 26,746 shares; 2025Q4: 31,081 shares; 2026Q1: 27,224 shares 27,224 $666K 0.14% -3,857 Timeline FTQI 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: 10,163 shares; 2025Q2: 30,436 shares; 2025Q3: 32,074 shares; 2025Q4: 31,668 shares; 2026Q1: 32,906 shares 32,906 $655K 0.13% +1,238 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,498 shares 2,498 $654K 0.13% -72 Timeline QBUF 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: 18,257 shares; 2024Q4: 22,439 shares; 2025Q1: 11,082 shares; 2025Q2: 12,729 shares; 2025Q3: 13,751 shares; 2025Q4: 18,937 shares; 2026Q1: 22,013 shares 22,013 $643K 0.13% +3,076 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,508 shares; 2025Q4: 8,467 shares; 2026Q1: 16,791 shares 16,791 $638K 0.13% +8,324 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 5,047 shares; 2025Q1: 4,926 shares; 2025Q2: 4,643 shares; 2025Q3: 3,879 shares; 2025Q4: 3,550 shares; 2026Q1: 3,773 shares 3,773 $637K 0.13% +223 Timeline QTEC 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: 297 shares; 2026Q1: 2,946 shares 2,946 $636K 0.13% +2,649 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 16,171 shares; 2025Q1: 22,615 shares; 2025Q2: 12,811 shares; 2025Q3: 11,180 shares; 2025Q4: 14,806 shares; 2026Q1: 13,869 shares 13,869 $633K 0.13% -937 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,936 shares; 2025Q1: 5,749 shares; 2025Q2: 4,117 shares; 2025Q3: 4,198 shares; 2025Q4: 4,825 shares; 2026Q1: 5,764 shares 5,764 $628K 0.13% +939 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: 3,672 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,938 shares; 2025Q3: 4,056 shares; 2025Q4: 4,139 shares; 2026Q1: 4,185 shares 4,185 $620K 0.13% +46 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,986 shares; 2026Q1: 2,820 shares 2,820 $613K 0.12% -166 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: 2,243 shares; 2024Q4: 2,372 shares; 2025Q1: 2,563 shares; 2025Q2: 3,260 shares; 2025Q3: 2,444 shares; 2025Q4: 2,720 shares; 2026Q1: 2,492 shares 2,492 $609K 0.12% -228 Timeline KQQQ KURV ETF TR More: the full row for KURV 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: 1,702 shares; 2026Q1: 24,633 shares 24,633 $595K 0.12% +22,931 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares; 2026Q1: 8,301 shares 8,301 $589K 0.12% +8 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,201 shares; 2025Q1: 4,414 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 7,664 shares; 2026Q1: 11,594 shares 11,594 $587K 0.12% +3,930 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 28,625 shares; 2026Q1: 46,414 shares 46,414 $582K 0.12% +17,789 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 2,400 shares; 2026Q1: 68,528 shares 68,528 $582K 0.12% +66,128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 1,543 shares; 2025Q4: 1,560 shares; 2026Q1: 1,647 shares 1,647 $579K 0.12% +87 Timeline DIV 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: 29,542 shares; 2024Q4: 29,530 shares; 2025Q1: 29,530 shares; 2025Q2: 29,515 shares; 2025Q3: 30,016 shares; 2025Q4: 30,218 shares; 2026Q1: 30,418 shares 30,418 $575K 0.12% +200 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,834 shares; 2024Q4: 67,834 shares; 2025Q1: 66,067 shares; 2025Q2: 54,774 shares; 2025Q3: 59,535 shares; 2025Q4: 52,979 shares; 2026Q1: 53,160 shares 53,160 $575K 0.12% +181 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 3,895 shares; 2025Q1: 3,849 shares; 2025Q2: 2,525 shares; 2025Q3: 2,732 shares; 2025Q4: 2,827 shares; 2026Q1: 7,617 shares 7,617 $573K 0.12% +4,790 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: 7,901 shares; 2024Q4: 5,655 shares; 2025Q1: 5,864 shares; 2025Q2: 5,184 shares; 2025Q3: 4,991 shares; 2025Q4: 5,766 shares; 2026Q1: 5,943 shares 5,943 $573K 0.12% +177 Timeline LYFT LYFT INC More: the full row for LYFT 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: 32,992 shares; 2025Q4: 35,231 shares; 2026Q1: 42,433 shares 42,433 $564K 0.11% +7,202 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: 4,116 shares; 2024Q4: 2,685 shares; 2025Q1: 4,376 shares; 2025Q2: 4,172 shares; 2025Q3: 1,303 shares; 2025Q4: 1,304 shares; 2026Q1: 1,411 shares 1,411 $551K 0.11% +107 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: 276 shares; 2024Q4: 283 shares; 2025Q1: 280 shares; 2025Q2: 298 shares; 2025Q3: 408 shares; 2025Q4: 651 shares; 2026Q1: 552 shares 552 $550K 0.11% -99 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 3,953 shares; 2025Q1: 6,908 shares; 2025Q2: 7,719 shares; 2025Q3: 7,998 shares; 2025Q4: 2,636 shares; 2026Q1: 3,397 shares 3,397 $545K 0.11% +761 Timeline SHIP SEANERGY MARITIME HLDGS CORP More: the full row for SEANERGY MARITIME HLDGS 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: 42,919 shares; 2025Q4: 42,254 shares; 2026Q1: 41,485 shares 41,485 $544K 0.11% -769 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,148 shares; 2024Q4: 68,875 shares; 2025Q1: 72,638 shares; 2025Q2: 75,585 shares; 2025Q3: 80,973 shares; 2025Q4: 49,853 shares; 2026Q1: 44,811 shares 44,811 $540K 0.11% -5,042 Timeline FPX 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: 2,089 shares; 2025Q3: 3,009 shares; 2025Q4: 3,247 shares; 2026Q1: 3,389 shares 3,389 $538K 0.11% +142 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 7,945 shares; 2025Q1: 8,662 shares; 2025Q2: 7,982 shares; 2025Q3: 8,399 shares; 2025Q4: 8,909 shares; 2026Q1: 13,674 shares 13,674 $537K 0.11% +4,765 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,223 shares; 2025Q1: 3,076 shares; 2025Q2: 3,126 shares; 2025Q3: 3,324 shares; 2025Q4: 3,865 shares; 2026Q1: 4,020 shares 4,020 $535K 0.11% +155 Timeline MARM 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: 21,050 shares; 2024Q4: 17,900 shares; 2025Q1: 18,650 shares; 2025Q2: 18,650 shares; 2025Q3: 18,595 shares; 2025Q4: 16,383 shares; 2026Q1: 15,783 shares 15,783 $528K 0.11% -600 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 13,428 shares; 2025Q1: 15,086 shares; 2025Q2: 12,535 shares; 2025Q3: 14,519 shares; 2025Q4: 15,296 shares; 2026Q1: 19,774 shares 19,774 $524K 0.11% +4,478 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,347 shares; 2025Q1: 16,357 shares; 2025Q2: 9,536 shares; 2025Q3: 10,110 shares; 2025Q4: 9,937 shares; 2026Q1: 10,362 shares 10,362 $519K 0.11% +425 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 7,107 shares; 2025Q1: 5,969 shares; 2025Q2: 8,311 shares; 2025Q3: 9,920 shares; 2025Q4: 9,865 shares; 2026Q1: 11,085 shares 11,085 $513K 0.1% +1,220 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 4,729 shares 4,729 $512K 0.1% +3,163 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: 3,459 shares; 2024Q4: 4,282 shares; 2025Q1: 3,581 shares; 2025Q2: 2,692 shares; 2025Q3: 1,146 shares; 2025Q4: 1,076 shares; 2026Q1: 1,315 shares 1,315 $504K 0.1% +239 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: 3,154 shares; 2024Q4: 3,070 shares; 2025Q1: 2,890 shares; 2025Q2: 2,844 shares; 2025Q3: 3,314 shares; 2025Q4: 3,352 shares; 2026Q1: 3,607 shares 3,607 $503K 0.1% +255 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 4,951 shares; 2026Q1: 12,336 shares 12,336 $490K 0.1% +7,385 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: not reported; 2024Q4: not reported; 2025Q1: 26,724 shares; 2025Q2: 29,809 shares; 2025Q3: 9,594 shares; 2025Q4: 10,815 shares; 2026Q1: 11,337 shares 11,337 $489K 0.1% +522 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: not reported; 2024Q4: 1,140 shares; 2025Q1: 1,227 shares; 2025Q2: 1,253 shares; 2025Q3: 1,397 shares; 2025Q4: 1,480 shares; 2026Q1: 1,567 shares 1,567 $487K 0.1% +87 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: 2,545 shares 2,545 $481K 0.1% new Timeline RYLG 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: 19,675 shares; 2025Q3: 20,754 shares; 2025Q4: 20,378 shares; 2026Q1: 21,983 shares 21,983 $480K 0.1% +1,605 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: not reported; 2024Q4: not reported; 2025Q1: 1,579 shares; 2025Q2: 1,588 shares; 2025Q3: not reported; 2025Q4: 2,207 shares; 2026Q1: 2,311 shares 2,311 $478K 0.1% +104 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: 6,826 shares; 2026Q1: 4,804 shares 4,804 $468K 0.1% -2,022 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,560 shares; 2026Q1: 7,565 shares 7,565 $468K 0.1% +5 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 19,308 shares; 2025Q1: 21,403 shares; 2025Q2: 21,418 shares; 2025Q3: 21,936 shares; 2025Q4: 22,002 shares; 2026Q1: 22,863 shares 22,863 $465K 0.09% +861 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 7,718 shares; 2025Q1: 8,161 shares; 2025Q2: 8,305 shares; 2025Q3: 6,720 shares; 2025Q4: 7,499 shares; 2026Q1: 8,757 shares 8,757 $464K 0.09% +1,258 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,945 shares; 2026Q1: 5,015 shares 5,015 $463K 0.09% +3,070 Timeline QYLG 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: 15,576 shares; 2025Q3: 16,299 shares; 2025Q4: 16,168 shares; 2026Q1: 17,762 shares 17,762 $461K 0.09% +1,594 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: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,494 shares; 2025Q2: 1,465 shares; 2025Q3: 1,565 shares; 2025Q4: 1,569 shares; 2026Q1: 3,140 shares 3,140 $456K 0.09% +1,571 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: 72,335 shares; 2024Q4: 42,747 shares; 2025Q1: 39,761 shares; 2025Q2: 28,859 shares; 2025Q3: 29,783 shares; 2025Q4: 24,910 shares; 2026Q1: 25,031 shares 25,031 $451K 0.09% +121 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925 shares; 2025Q4: 2,730 shares; 2026Q1: 2,525 shares 2,525 $441K 0.09% -205 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,756 shares; 2024Q4: 10,650 shares; 2025Q1: 11,401 shares; 2025Q2: 11,606 shares; 2025Q3: 12,304 shares; 2025Q4: 9,729 shares; 2026Q1: 9,171 shares 9,171 $429K 0.09% -558 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,007 shares; 2025Q4: 5,650 shares; 2026Q1: 5,409 shares 5,409 $419K 0.09% -241 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 6,076 shares; 2025Q1: 9,271 shares; 2025Q2: 9,785 shares; 2025Q3: 9,426 shares; 2025Q4: 3,515 shares; 2026Q1: 3,616 shares 3,616 $416K 0.08% +101 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 4,589 shares; 2025Q4: 3,103 shares; 2026Q1: 1,974 shares 1,974 $413K 0.08% -1,129 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: 6,307 shares; 2024Q4: 4,739 shares; 2025Q1: 3,813 shares; 2025Q2: 3,815 shares; 2025Q3: 2,302 shares; 2025Q4: 1,311 shares; 2026Q1: 1,451 shares 1,451 $409K 0.08% +140 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: 35,758 shares; 2024Q4: 31,717 shares; 2025Q1: 31,011 shares; 2025Q2: 25,555 shares; 2025Q3: 13,911 shares; 2025Q4: 13,045 shares; 2026Q1: 9,225 shares 9,225 $407K 0.08% -3,820 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: 3,543 shares; 2024Q4: 3,057 shares; 2025Q1: 3,581 shares; 2025Q2: 2,882 shares; 2025Q3: 2,834 shares; 2025Q4: 2,848 shares; 2026Q1: 4,515 shares 4,515 $407K 0.08% +1,667 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: 25,253 shares; 2025Q4: 17,095 shares; 2026Q1: 13,786 shares 13,786 $405K 0.08% -3,309 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: not reported; 2024Q4: 2,649 shares; 2025Q1: 2,324 shares; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 450 shares; 2026Q1: 2,826 shares 2,826 $403K 0.08% +2,376 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: 27,302 shares; 2024Q4: 24,579 shares; 2025Q1: 22,228 shares; 2025Q2: 15,275 shares; 2025Q3: 10,895 shares; 2025Q4: 12,901 shares; 2026Q1: 13,879 shares 13,879 $402K 0.08% +978 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: 17,178 shares; 2024Q4: 11,711 shares; 2025Q1: 8,678 shares; 2025Q2: 8,267 shares; 2025Q3: 6,399 shares; 2025Q4: 8,119 shares; 2026Q1: 6,514 shares 6,514 $399K 0.08% -1,605 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,183 shares; 2025Q1: 5,073 shares; 2025Q2: 4,147 shares; 2025Q3: 4,137 shares; 2025Q4: 4,087 shares; 2026Q1: 4,118 shares 4,118 $393K 0.08% +31 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR 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: 2,000 shares; 2026Q1: 21,506 shares 21,506 $387K 0.08% +19,506 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: 2,652 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 1,351 shares 1,351 $384K 0.08% +1,037 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: 626 shares; 2026Q1: 9,382 shares 9,382 $383K 0.08% +8,756 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,846 shares; 2025Q2: 4,816 shares; 2025Q3: 1,039 shares; 2025Q4: 1,102 shares; 2026Q1: 1,577 shares 1,577 $382K 0.08% +475 Timeline ARKK 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: 3,348 shares; 2025Q4: 5,101 shares; 2026Q1: 5,655 shares 5,655 $382K 0.08% +554 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: 290 shares; 2024Q4: 284 shares; 2025Q1: 370 shares; 2025Q2: 339 shares; 2025Q3: 341 shares; 2025Q4: 3,830 shares; 2026Q1: 3,972 shares 3,972 $382K 0.08% +142 Timeline SFLO 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: 12,375 shares; 2024Q4: 13,528 shares; 2025Q1: 15,133 shares; 2025Q2: not reported; 2025Q3: 9,802 shares; 2025Q4: 12,232 shares; 2026Q1: 12,707 shares 12,707 $382K 0.08% +475 Timeline GFLW 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: 9,928 shares; 2025Q4: 12,893 shares; 2026Q1: 14,493 shares 14,493 $381K 0.08% +1,600 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,270 shares 15,270 $380K 0.08% new 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: 2,434 shares; 2024Q4: 3,661 shares; 2025Q1: 3,749 shares; 2025Q2: 4,063 shares; 2025Q3: 2,656 shares; 2025Q4: 2,610 shares; 2026Q1: 2,589 shares 2,589 $380K 0.08% -21 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: 300 shares; 2026Q1: 5,019 shares 5,019 $376K 0.08% +4,719 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: not reported; 2025Q1: not reported; 2025Q2: 7,922 shares; 2025Q3: not reported; 2025Q4: 665 shares; 2026Q1: 3,991 shares 3,991 $375K 0.08% +3,326 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,077 shares; 2025Q4: 9,702 shares; 2026Q1: 10,052 shares 10,052 $374K 0.08% +350 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: 11,174 shares; 2024Q4: 3,997 shares; 2025Q1: 3,647 shares; 2025Q2: 3,897 shares; 2025Q3: 3,888 shares; 2025Q4: 3,898 shares; 2026Q1: 3,974 shares 3,974 $373K 0.08% +76 Timeline SPTM 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: 6,298 shares; 2024Q4: 5,066 shares; 2025Q1: 5,078 shares; 2025Q2: 4,812 shares; 2025Q3: 4,729 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares 4,718 $373K 0.08% 0 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: not reported; 2025Q3: not reported; 2025Q4: 8,997 shares; 2026Q1: 8,262 shares 8,262 $372K 0.08% -735 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: not reported; 2024Q4: 1,964 shares; 2025Q1: 3,697 shares; 2025Q2: 999 shares; 2025Q3: 1,389 shares; 2025Q4: 1,448 shares; 2026Q1: 1,983 shares 1,983 $370K 0.08% +535 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,322 shares; 2024Q4: 23,065 shares; 2025Q1: 26,505 shares; 2025Q2: 26,640 shares; 2025Q3: 19,333 shares; 2025Q4: 19,372 shares; 2026Q1: 10,302 shares 10,302 $370K 0.08% -9,070 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,414 shares; 2025Q4: 4,200 shares; 2026Q1: 4,106 shares 4,106 $368K 0.07% -94 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,250 shares; 2024Q4: 67,119 shares; 2025Q1: 55,474 shares; 2025Q2: 30,857 shares; 2025Q3: 31,671 shares; 2025Q4: 32,189 shares; 2026Q1: 33,898 shares 33,898 $367K 0.07% +1,709 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 560 shares; 2026Q1: 4,851 shares 4,851 $364K 0.07% +4,291 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: 15,390 shares; 2024Q4: 13,983 shares; 2025Q1: 17,556 shares; 2025Q2: 17,286 shares; 2025Q3: 16,910 shares; 2025Q4: 15,812 shares; 2026Q1: 15,900 shares 15,900 $364K 0.07% +88 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,750 shares; 2025Q3: 5,042 shares; 2025Q4: 5,515 shares; 2026Q1: 8,309 shares 8,309 $364K 0.07% +2,794 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 7,706 shares; 2025Q1: 12,304 shares; 2025Q2: 9,131 shares; 2025Q3: 9,199 shares; 2025Q4: 2,350 shares; 2026Q1: 2,369 shares 2,369 $357K 0.07% +19 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 29,244 shares; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 15,135 shares 15,135 $357K 0.07% +14,235 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,264 shares; 2025Q1: 26,057 shares; 2025Q2: 28,749 shares; 2025Q3: 29,203 shares; 2025Q4: 27,880 shares; 2026Q1: 30,430 shares 30,430 $355K 0.07% +2,550 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,525 shares; 2024Q4: 17,525 shares; 2025Q1: 17,050 shares; 2025Q2: 17,050 shares; 2025Q3: 17,050 shares; 2025Q4: 24,575 shares; 2026Q1: 24,590 shares 24,590 $355K 0.07% +15 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares; 2026Q1: 4,559 shares 4,559 $352K 0.07% +4,135 Timeline ALTY 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: 29,032 shares; 2024Q4: 29,624 shares; 2025Q1: 29,624 shares; 2025Q2: 29,434 shares; 2025Q3: 29,730 shares; 2025Q4: 29,228 shares; 2026Q1: 29,228 shares 29,228 $351K 0.07% 0 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: 14,410 shares; 2024Q4: 10,772 shares; 2025Q1: 10,438 shares; 2025Q2: 6,829 shares; 2025Q3: 10,991 shares; 2025Q4: 12,261 shares; 2026Q1: 3,470 shares 3,470 $349K 0.07% -8,791 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: 28,682 shares; 2025Q3: 26,634 shares; 2025Q4: 18,214 shares; 2026Q1: 13,682 shares 13,682 $347K 0.07% -4,532 Timeline JMOM 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: 3,384 shares; 2025Q3: 4,152 shares; 2025Q4: 3,522 shares; 2026Q1: 5,098 shares 5,098 $346K 0.07% +1,576 Timeline FDN 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: 1,044 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,464 shares; 2025Q4: 1,064 shares; 2026Q1: 1,466 shares 1,466 $343K 0.07% +402 Timeline SDVD 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: 9,949 shares; 2025Q4: 9,887 shares; 2026Q1: 15,696 shares 15,696 $341K 0.07% +5,809 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: not reported; 2024Q4: 3,519 shares; 2025Q1: 3,922 shares; 2025Q2: 4,326 shares; 2025Q3: 3,572 shares; 2025Q4: 4,340 shares; 2026Q1: 2,806 shares 2,806 $340K 0.07% -1,534 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: not reported; 2024Q4: not reported; 2025Q1: 32,485 shares; 2025Q2: not reported; 2025Q3: 4,056 shares; 2025Q4: 4,547 shares; 2026Q1: 4,757 shares 4,757 $340K 0.07% +210 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 410 shares; 2025Q2: 417 shares; 2025Q3: 364 shares; 2025Q4: 375 shares; 2026Q1: 398 shares 398 $337K 0.07% +23 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,527 shares; 2025Q1: 2,544 shares; 2025Q2: 1,978 shares; 2025Q3: 2,085 shares; 2025Q4: 2,029 shares; 2026Q1: 1,936 shares 1,936 $335K 0.07% -93 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 4,092 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,072 shares; 2025Q4: 4,082 shares; 2026Q1: 4,167 shares 4,167 $333K 0.07% +85 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,455 shares; 2025Q1: 1,093 shares; 2025Q2: 1,099 shares; 2025Q3: 1,144 shares; 2025Q4: 1,452 shares; 2026Q1: 1,062 shares 1,062 $333K 0.07% -390 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,210 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,696 shares 1,696 $333K 0.07% +596 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: 8,152 shares; 2026Q1: 5,255 shares 5,255 $329K 0.07% -2,897 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,298 shares; 2025Q1: 5,191 shares; 2025Q2: 3,943 shares; 2025Q3: 3,916 shares; 2025Q4: 3,712 shares; 2026Q1: 3,022 shares 3,022 $326K 0.07% -690 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: 3,599 shares; 2024Q4: 2,848 shares; 2025Q1: 4,198 shares; 2025Q2: 4,538 shares; 2025Q3: 4,513 shares; 2025Q4: 5,314 shares; 2026Q1: 2,951 shares 2,951 $326K 0.07% -2,363 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 9,603 shares 9,603 $325K 0.07% +6,603 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares 957 $324K 0.07% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 20,628 shares; 2025Q1: 22,490 shares; 2025Q2: 23,349 shares; 2025Q3: 19,575 shares; 2025Q4: 19,385 shares; 2026Q1: 23,528 shares 23,528 $322K 0.07% +4,143 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: 1,600 shares; 2026Q1: 17,106 shares 17,106 $321K 0.07% +15,506 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: 2,926 shares; 2024Q4: 1,380 shares; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 1,027 shares; 2025Q4: 726 shares; 2026Q1: 803 shares 803 $320K 0.07% +77 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: not reported; 2026Q1: 5,586 shares 5,586 $315K 0.06% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,698 shares; 2026Q1: 8,979 shares 8,979 $315K 0.06% -1,719 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: 12,021 shares; 2024Q4: 7,887 shares; 2025Q1: 7,043 shares; 2025Q2: 6,816 shares; 2025Q3: 6,326 shares; 2025Q4: 3,580 shares; 2026Q1: 3,422 shares 3,422 $314K 0.06% -158 Timeline TYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,280 shares; 2025Q4: 8,323 shares; 2026Q1: 9,082 shares 9,082 $309K 0.06% +759 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,180 shares; 2025Q1: 2,269 shares; 2025Q2: 1,673 shares; 2025Q3: 1,138 shares; 2025Q4: 2,230 shares; 2026Q1: 2,320 shares 2,320 $308K 0.06% +90 Timeline EWJV 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: 100 shares; 2026Q1: 7,172 shares 7,172 $306K 0.06% +7,072 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 3,496 shares 3,496 $305K 0.06% +2,609 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,862 shares; 2024Q4: 63,408 shares; 2025Q1: 66,665 shares; 2025Q2: 68,723 shares; 2025Q3: 76,773 shares; 2025Q4: 31,527 shares; 2026Q1: 26,225 shares 26,225 $300K 0.06% -5,302 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 3,560 shares; 2025Q1: 3,852 shares; 2025Q2: 3,990 shares; 2025Q3: 4,003 shares; 2025Q4: 4,110 shares; 2026Q1: 2,802 shares 2,802 $296K 0.06% -1,308 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,437 shares; 2024Q4: 12,751 shares; 2025Q1: 10,130 shares; 2025Q2: 5,302 shares; 2025Q3: 7,794 shares; 2025Q4: 7,025 shares; 2026Q1: 6,083 shares 6,083 $294K 0.06% -942 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: 423 shares; 2024Q4: 560 shares; 2025Q1: 592 shares; 2025Q2: 843 shares; 2025Q3: 465 shares; 2025Q4: 361 shares; 2026Q1: 379 shares 379 $293K 0.06% +18 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,384 shares; 2024Q4: 14,469 shares; 2025Q1: 13,471 shares; 2025Q2: 7,246 shares; 2025Q3: 7,052 shares; 2025Q4: 6,950 shares; 2026Q1: 9,529 shares 9,529 $289K 0.06% +2,579 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,651 shares; 2025Q1: 25,636 shares; 2025Q2: 26,084 shares; 2025Q3: 29,270 shares; 2025Q4: 29,252 shares; 2026Q1: 11,061 shares 11,061 $286K 0.06% -18,191 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: not reported; 2024Q4: not reported; 2025Q1: 104,938 shares; 2025Q2: 119,278 shares; 2025Q3: 118,671 shares; 2025Q4: 11,133 shares; 2026Q1: 7,352 shares 7,352 $286K 0.06% -3,781 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 5,535 shares 5,535 $282K 0.06% +3,650 Timeline MET METLIFE INC More: the full row for METLIFE 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: 3,406 shares; 2025Q3: 3,570 shares; 2025Q4: 3,712 shares; 2026Q1: 3,980 shares 3,980 $281K 0.06% +268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares; 2026Q1: 3,615 shares 3,615 $280K 0.06% +1,637 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,740 shares; 2025Q3: 7,740 shares; 2025Q4: 4,772 shares; 2026Q1: 6,861 shares 6,861 $280K 0.06% +2,089 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,426 shares; 2026Q1: 12,651 shares 12,651 $278K 0.06% +7,225 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: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,826 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $278K 0.06% 0 Timeline FCFY 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: 7,224 shares; 2026Q1: 10,932 shares 10,932 $277K 0.06% +3,708 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,133 shares; 2026Q1: 6,835 shares 6,835 $277K 0.06% +2,702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares; 2026Q1: 2,880 shares 2,880 $275K 0.06% -1,033 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares; 2026Q1: 4,097 shares 4,097 $274K 0.06% +800 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,850 shares; 2025Q3: 3,810 shares; 2025Q4: 3,902 shares; 2026Q1: 3,935 shares 3,935 $273K 0.06% +33 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,124 shares; 2025Q4: 1,240 shares; 2026Q1: 1,268 shares 1,268 $273K 0.06% +28 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: not reported; 2024Q4: 2,067 shares; 2025Q1: not reported; 2025Q2: 2,152 shares; 2025Q3: 1,462 shares; 2025Q4: 971 shares; 2026Q1: 660 shares 660 $269K 0.05% -311 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,931 shares; 2025Q3: 4,135 shares; 2025Q4: 4,235 shares; 2026Q1: 4,752 shares 4,752 $269K 0.05% +517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,255 shares; 2026Q1: 2,123 shares 2,123 $264K 0.05% -132 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,088 shares; 2026Q1: 11,060 shares 11,060 $264K 0.05% +5,972 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: not reported; 2025Q2: 631 shares; 2025Q3: 773 shares; 2025Q4: 923 shares; 2026Q1: 1,083 shares 1,083 $263K 0.05% +160 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,198 shares 1,198 $260K 0.05% +8 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 15,687 shares; 2025Q1: 14,923 shares; 2025Q2: 14,798 shares; 2025Q3: 13,694 shares; 2025Q4: 12,321 shares; 2026Q1: 10,874 shares 10,874 $257K 0.05% -1,447 Timeline OGIG 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: 4,492 shares; 2025Q1: 4,597 shares; 2025Q2: 4,367 shares; 2025Q3: 4,766 shares; 2025Q4: 4,303 shares; 2026Q1: 6,306 shares 6,306 $257K 0.05% +2,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 819 shares 819 $248K 0.05% +128 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: 4,063 shares; 2026Q1: 3,291 shares 3,291 $248K 0.05% -772 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK 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: 1,167 shares; 2026Q1: 8,274 shares 8,274 $246K 0.05% +7,107 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS 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: 11,209 shares; 2025Q4: 11,209 shares; 2026Q1: 11,209 shares 11,209 $245K 0.05% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,215 shares 15,215 $245K 0.05% new Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares; 2026Q1: 2,908 shares 2,908 $244K 0.05% -251 Timeline XMAR 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 3,000 shares; 2026Q1: 6,000 shares 6,000 $243K 0.05% +3,000 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,215 shares 1,215 $242K 0.05% +159 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,952 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 7,914 shares 7,914 $240K 0.05% +6,873 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,320 shares; 2025Q2: 8,200 shares; 2025Q3: 8,700 shares; 2025Q4: 10,405 shares; 2026Q1: 10,405 shares 10,405 $237K 0.05% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,864 shares; 2025Q2: 27,645 shares; 2025Q3: 7,901 shares; 2025Q4: 4,522 shares; 2026Q1: 4,998 shares 4,998 $237K 0.05% +476 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783 shares; 2026Q1: 2,061 shares 2,061 $234K 0.05% +278 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,402 shares; 2024Q4: 44,351 shares; 2025Q1: 49,323 shares; 2025Q2: 62,799 shares; 2025Q3: 65,140 shares; 2025Q4: 55,839 shares; 2026Q1: 13,479 shares 13,479 $233K 0.05% -42,360 Timeline JAJL 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: 7,588 shares; 2024Q4: not reported; 2025Q1: 8,588 shares; 2025Q2: 8,588 shares; 2025Q3: 8,588 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $233K 0.05% 0 Timeline LOUP 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: 2,896 shares; 2026Q1: 3,358 shares 3,358 $231K 0.05% +462 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,927 shares; 2025Q4: 8,027 shares; 2026Q1: 6,927 shares 6,927 $230K 0.05% -1,100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 1,260 shares 1,260 $230K 0.05% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 412 shares; 2026Q1: 529 shares 529 $229K 0.05% +117 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: 3,890 shares; 2024Q4: 4,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 675 shares 675 $229K 0.05% +309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 691 shares 691 $227K 0.05% +311 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS 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: not reported; 2025Q4: 3,547 shares; 2026Q1: 3,705 shares 3,705 $226K 0.05% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 1,373 shares 1,373 $225K 0.05% +486 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,329 shares; 2025Q4: 4,152 shares; 2026Q1: 4,638 shares 4,638 $225K 0.05% +486 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,282 shares; 2025Q3: 7,728 shares; 2025Q4: 6,324 shares; 2026Q1: 8,655 shares 8,655 $223K 0.05% +2,331 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: 5,874 shares; 2024Q4: 5,653 shares; 2025Q1: 5,471 shares; 2025Q2: 2,170 shares; 2025Q3: 2,117 shares; 2025Q4: 1,983 shares; 2026Q1: 1,037 shares 1,037 $219K 0.04% -946 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: 4,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,277 shares; 2026Q1: 5,158 shares 5,158 $215K 0.04% -119 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares 3,764 $214K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 820 shares; 2025Q1: 819 shares; 2025Q2: 686 shares; 2025Q3: 463 shares; 2025Q4: 431 shares; 2026Q1: 434 shares 434 $214K 0.04% +3 Timeline VV 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: 458 shares; 2026Q1: 708 shares 708 $212K 0.04% +250 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 301 shares 301 $212K 0.04% +220 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,060 shares; 2026Q1: 2,697 shares 2,697 $211K 0.04% -363 Timeline CDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,462 shares; 2025Q4: 9,757 shares; 2026Q1: 9,867 shares 9,867 $211K 0.04% +110 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares; 2026Q1: 2,280 shares 2,280 $206K 0.04% +29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 237 shares 237 $205K 0.04% +2 Timeline FSIG 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: 4,087 shares; 2026Q1: 10,705 shares 10,705 $203K 0.04% +6,618 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,077 shares 1,077 $201K 0.04% +10 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,366 shares; 2024Q4: 24,366 shares; 2025Q1: 24,366 shares; 2025Q2: 24,366 shares; 2025Q3: 24,366 shares; 2025Q4: 24,366 shares; 2026Q1: 24,366 shares 24,366 $201K 0.04% 0 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,852 shares; 2025Q1: 14,251 shares; 2025Q2: 4,210 shares; 2025Q3: 3,983 shares; 2025Q4: 3,684 shares; 2026Q1: 3,488 shares 3,488 $199K 0.04% -196 Timeline SCHQ 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: 6,328 shares 6,328 $199K 0.04% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,657 shares; 2024Q4: 66,184 shares; 2025Q1: 71,045 shares; 2025Q2: 75,840 shares; 2025Q3: 100,324 shares; 2025Q4: 99,668 shares; 2026Q1: 28,926 shares 28,926 $199K 0.04% -70,742 Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares; 2026Q1: 1,808 shares 1,808 $194K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,161 shares 1,161 $194K 0.04% +74 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: not reported; 2025Q4: 1,678 shares; 2026Q1: 1,719 shares 1,719 $193K 0.04% +41 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,358 shares; 2026Q1: 1,236 shares 1,236 $192K 0.04% -1,122 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: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 1,636 shares; 2026Q1: 1,803 shares 1,803 $191K 0.04% +167 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,788 shares; 2026Q1: 5,369 shares 5,369 $191K 0.04% -419 Timeline CERY 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: 3,942 shares; 2026Q1: 5,365 shares 5,365 $189K 0.04% +1,423 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 565 shares; 2026Q1: 550 shares 550 $187K 0.04% -15 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 7,062 shares; 2025Q3: 7,635 shares; 2025Q4: 6,354 shares; 2026Q1: 4,639 shares 4,639 $186K 0.04% -1,715 Timeline QDPL PACER FDS TR More: the full row for PACER FDS 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: 5,141 shares; 2025Q3: 4,934 shares; 2025Q4: 4,555 shares; 2026Q1: 4,583 shares 4,583 $185K 0.04% +28 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 530 shares 530 $182K 0.04% +49 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares; 2026Q1: 256 shares 256 $181K 0.04% -35 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,803 shares; 2026Q1: 2,524 shares 2,524 $181K 0.04% +721 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,464 shares; 2025Q1: 7,578 shares; 2025Q2: 7,149 shares; 2025Q3: 62,757 shares; 2025Q4: 62,007 shares; 2026Q1: 2,207 shares 2,207 $181K 0.04% -59,800 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 14,055 shares; 2025Q1: 14,874 shares; 2025Q2: 14,751 shares; 2025Q3: not reported; 2025Q4: 15,452 shares; 2026Q1: 6,240 shares 6,240 $179K 0.04% -9,212 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 1,978 shares 1,978 $179K 0.04% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $178K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,639 shares; 2025Q1: 1,664 shares; 2025Q2: 2,143 shares; 2025Q3: 990 shares; 2025Q4: 921 shares; 2026Q1: 1,022 shares 1,022 $178K 0.04% +101 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139 shares; 2026Q1: 184 shares 184 $177K 0.04% +45 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: 2,215 shares; 2024Q4: 2,364 shares; 2025Q1: 2,558 shares; 2025Q2: 2,567 shares; 2025Q3: 2,799 shares; 2025Q4: 1,266 shares; 2026Q1: 1,330 shares 1,330 $176K 0.04% +64 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,751 shares; 2026Q1: 4,551 shares 4,551 $175K 0.04% -200 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,979 shares; 2025Q1: 3,416 shares; 2025Q2: 2,176 shares; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 1,392 shares 1,392 $175K 0.04% +1,202 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,341 shares 2,341 $174K 0.04% -46 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,422 shares; 2026Q1: 1,456 shares 1,456 $173K 0.04% +34 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 396 shares 396 $172K 0.04% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 3,942 shares 3,942 $172K 0.03% +3,392 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,835 shares; 2026Q1: 7,305 shares 7,305 $170K 0.03% +3,470 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,263 shares; 2026Q1: 4,395 shares 4,395 $170K 0.03% +132 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,078 shares; 2026Q1: 3,976 shares 3,976 $169K 0.03% -102 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 393 shares 393 $169K 0.03% -25 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 25,473 shares; 2025Q1: 28,130 shares; 2025Q2: 33,464 shares; 2025Q3: 39,927 shares; 2025Q4: 40,341 shares; 2026Q1: 13,103 shares 13,103 $169K 0.03% -27,238 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,441 shares; 2026Q1: 1,474 shares 1,474 $167K 0.03% +33 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,363 shares 1,363 $165K 0.03% +73 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,448 shares; 2026Q1: 4,553 shares 4,553 $162K 0.03% +105 Timeline GFEB 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: 14,384 shares; 2024Q4: 13,298 shares; 2025Q1: 22,459 shares; 2025Q2: 15,706 shares; 2025Q3: 17,412 shares; 2025Q4: 19,595 shares; 2026Q1: 3,871 shares 3,871 $159K 0.03% -15,724 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 1,105 shares 1,105 $158K 0.03% +114 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 2,154 shares 2,154 $158K 0.03% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES 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: 3,257 shares; 2025Q4: 2,888 shares; 2026Q1: 2,449 shares 2,449 $155K 0.03% -439 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 2,606 shares 2,606 $154K 0.03% +27 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532 shares; 2026Q1: 1,868 shares 1,868 $154K 0.03% +1,336 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $154K 0.03% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,447 shares; 2024Q4: 48,522 shares; 2025Q1: 51,003 shares; 2025Q2: 52,018 shares; 2025Q3: 58,034 shares; 2025Q4: 13,295 shares; 2026Q1: 12,066 shares 12,066 $153K 0.03% -1,229 Timeline VUSB 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: 619 shares; 2026Q1: 3,050 shares 3,050 $152K 0.03% +2,431 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 3,000 shares 3,000 $151K 0.03% +1,500 Timeline JMEE 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: 15,675 shares; 2024Q4: 17,897 shares; 2025Q1: 18,862 shares; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 2,784 shares; 2026Q1: 2,256 shares 2,256 $151K 0.03% -528 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,260 shares 3,260 $149K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,838 shares; 2025Q1: not reported; 2025Q2: 3,144 shares; 2025Q3: 3,139 shares; 2025Q4: 2,213 shares; 2026Q1: 2,799 shares 2,799 $149K 0.03% +586 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: not reported; 2025Q3: not reported; 2025Q4: 1,520 shares; 2026Q1: 1,578 shares 1,578 $147K 0.03% +58 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 617 shares; 2026Q1: 735 shares 735 $146K 0.03% +118 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 2,361 shares 2,361 $145K 0.03% -333 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 519 shares 519 $144K 0.03% -20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,100 shares; 2025Q4: 2,600 shares; 2026Q1: 800 shares 800 $144K 0.03% -1,800 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,853 shares; 2024Q4: 90,972 shares; 2025Q1: 100,549 shares; 2025Q2: 106,874 shares; 2025Q3: 125,609 shares; 2025Q4: 63,298 shares; 2026Q1: 25,906 shares 25,906 $144K 0.03% -37,392 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares; 2026Q1: 2,640 shares 2,640 $143K 0.03% +325 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,000 shares 1,000 $142K 0.03% -565 Timeline F FORD MTR CO More: the full row for FORD MTR 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: 11,339 shares; 2026Q1: 12,286 shares 12,286 $142K 0.03% +947 Timeline SHYG 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: 1,745 shares; 2026Q1: 3,338 shares 3,338 $141K 0.03% +1,593 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 4,210 shares 4,210 $141K 0.03% +251 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,557 shares; 2024Q4: 40,420 shares; 2025Q1: 41,371 shares; 2025Q2: 12,779 shares; 2025Q3: 5,028 shares; 2025Q4: 5,021 shares; 2026Q1: 3,972 shares 3,972 $141K 0.03% -1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,323 shares; 2026Q1: 1,831 shares 1,831 $140K 0.03% -492 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 1,828 shares; 2026Q1: 1,778 shares 1,778 $139K 0.03% -50 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,242 shares; 2026Q1: 9,242 shares 9,242 $139K 0.03% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,485 shares; 2026Q1: 4,530 shares 4,530 $138K 0.03% -955 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $137K 0.03% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS 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: 4,021 shares; 2026Q1: 4,033 shares 4,033 $136K 0.03% +12 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,335 shares; 2024Q4: 15,217 shares; 2025Q1: 15,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 3,867 shares 3,867 $135K 0.03% -400 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: 1,065 shares 1,065 $134K 0.03% -492 Timeline CORP 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: 2,944 shares; 2024Q4: 2,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $134K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 622 shares; 2026Q1: 636 shares 636 $132K 0.03% +14 Timeline ACWV 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: 1,016 shares; 2026Q1: 1,098 shares 1,098 $131K 0.03% +82 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,387 shares 1,387 $129K 0.03% -15 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares 2,489 $128K 0.03% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,504 shares; 2026Q1: 2,502 shares 2,502 $127K 0.03% -2 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,191 shares; 2026Q1: 2,031 shares 2,031 $127K 0.03% +840 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,133 shares; 2026Q1: 3,233 shares 3,233 $127K 0.03% +100 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 2,990 shares 2,990 $126K 0.03% -134 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 4,200 shares 4,200 $125K 0.03% +3,200 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,242 shares; 2026Q1: 6,171 shares 6,171 $124K 0.03% -71 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,176 shares; 2024Q4: 27,357 shares; 2025Q1: 7,674 shares; 2025Q2: 6,316 shares; 2025Q3: 7,903 shares; 2025Q4: 2,032 shares; 2026Q1: 1,968 shares 1,968 $123K 0.03% -64 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,515 shares 1,515 $123K 0.02% +400 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,309 shares; 2026Q1: 1,913 shares 1,913 $123K 0.02% +604 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,768 shares; 2024Q4: 16,268 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 15,500 shares; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $123K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 636 shares 636 $122K 0.02% -47 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $121K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 811 shares; 2026Q1: 831 shares 831 $120K 0.02% +20 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,370 shares 2,370 $120K 0.02% -200 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares; 2026Q1: 1,474 shares 1,474 $119K 0.02% -47 Timeline HDV 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: 1,158 shares; 2026Q1: 868 shares 868 $118K 0.02% -290 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 21,254 shares; 2025Q1: 23,339 shares; 2025Q2: 19,054 shares; 2025Q3: 19,145 shares; 2025Q4: 14,535 shares; 2026Q1: 14,535 shares 14,535 $117K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 168 shares 168 $115K 0.02% +3 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 2,250 shares 2,250 $114K 0.02% +1,700 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP 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: 4,282 shares; 2026Q1: 4,282 shares 4,282 $114K 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: 676 shares; 2026Q1: 742 shares 742 $113K 0.02% +66 Timeline BIZD 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: 26,241 shares; 2024Q4: 25,490 shares; 2025Q1: 28,238 shares; 2025Q2: 29,676 shares; 2025Q3: 31,485 shares; 2025Q4: 14,395 shares; 2026Q1: 8,833 shares 8,833 $113K 0.02% -5,562 Timeline EFAV 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: 1,237 shares; 2026Q1: 1,237 shares 1,237 $113K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162 $113K 0.02% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,137 shares; 2026Q1: 3,000 shares 3,000 $112K 0.02% -137 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,268 shares; 2026Q1: 5,222 shares 5,222 $112K 0.02% -46 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,342 shares; 2026Q1: 1,384 shares 1,384 $112K 0.02% +42 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,019 shares; 2025Q1: 10,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,844 shares; 2026Q1: 4,246 shares 4,246 $111K 0.02% +402 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $110K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares; 2026Q1: 4,172 shares 4,172 $110K 0.02% -396 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 3,325 shares; 2026Q1: 3,146 shares 3,146 $109K 0.02% -179 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,457 shares; 2024Q4: 41,767 shares; 2025Q1: 28,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,559 shares; 2026Q1: 7,359 shares 7,359 $108K 0.02% +800 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,045 shares; 2026Q1: 6,247 shares 6,247 $108K 0.02% +202 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares; 2026Q1: 2,813 shares 2,813 $108K 0.02% -73 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: 2,118 shares; 2026Q1: 2,048 shares 2,048 $108K 0.02% -70 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares; 2026Q1: 154 shares 154 $107K 0.02% +2 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 467 shares 467 $107K 0.02% -56 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,450 shares; 2026Q1: 5,275 shares 5,275 $106K 0.02% +825 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,807 shares; 2025Q4: 3,655 shares; 2026Q1: 3,780 shares 3,780 $105K 0.02% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 463 shares 463 $105K 0.02% -342 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS 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: 1,383 shares; 2026Q1: 1,433 shares 1,433 $104K 0.02% +50 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,001 shares 1,001 $104K 0.02% -33 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 243 shares 243 $103K 0.02% +219 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,040 shares; 2024Q4: 50,686 shares; 2025Q1: 52,361 shares; 2025Q2: 54,126 shares; 2025Q3: 62,778 shares; 2025Q4: 52,873 shares; 2026Q1: 8,322 shares 8,322 $103K 0.02% -44,551 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: not reported; 2025Q4: 361 shares; 2026Q1: 2,238 shares 2,238 $103K 0.02% +1,877 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 992 shares 992 $102K 0.02% +156 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 433 shares; 2026Q1: 2,079 shares 2,079 $102K 0.02% +1,646 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 521 shares 521 $101K 0.02% +13 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $101K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,294 shares; 2026Q1: 1,094 shares 1,094 $100K 0.02% -200 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 800 shares; 2026Q1: 800 shares 800 $99.8K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,579 shares; 2025Q4: 9,616 shares; 2026Q1: 823 shares 823 $99.7K 0.02% -8,793 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,068 shares 1,068 $99.6K 0.02% -8 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 889 shares; 2026Q1: 1,012 shares 1,012 $98.9K 0.02% +123 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 782 shares 782 $98.1K 0.02% +526 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 1,220 shares; 2026Q1: 1,220 shares 1,220 $97.7K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543 shares; 2026Q1: 594 shares 594 $96.1K 0.02% +51 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $94.7K 0.02% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $93.9K 0.02% 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: 11,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares; 2026Q1: 1,956 shares 1,956 $92.7K 0.02% -653 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 33 shares; 2026Q1: 2,013 shares 2,013 $92.2K 0.02% +1,980 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 280 shares 280 $92.1K 0.02% +15 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,600 shares; 2025Q1: 26,900 shares; 2025Q2: 26,900 shares; 2025Q3: 16,800 shares; 2025Q4: 500 shares; 2026Q1: 2,900 shares 2,900 $91.9K 0.02% +2,400 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,738 shares; 2025Q4: 782 shares; 2026Q1: 930 shares 930 $91.5K 0.02% +148 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $91K 0.02% 0 Timeline IYY 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: 573 shares; 2026Q1: 573 shares 573 $90.8K 0.02% 0 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: 2,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 807 shares 807 $89.5K 0.02% +52 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 309 shares 309 $89.4K 0.02% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares; 2026Q1: 958 shares 958 $89.4K 0.02% +41 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,189 shares; 2024Q4: 32,882 shares; 2025Q1: 34,148 shares; 2025Q2: 40,442 shares; 2025Q3: 25,977 shares; 2025Q4: 4,879 shares; 2026Q1: 5,678 shares 5,678 $89.3K 0.02% +799 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,253 shares; 2025Q1: 23,199 shares; 2025Q2: 14,619 shares; 2025Q3: 14,419 shares; 2025Q4: 13,563 shares; 2026Q1: 13,043 shares 13,043 $89.2K 0.02% -520 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,277 shares 1,277 $89.1K 0.02% +135 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,641 shares; 2026Q1: 1,690 shares 1,690 $88.9K 0.02% +49 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,992 shares; 2024Q4: 17,230 shares; 2025Q1: 18,949 shares; 2025Q2: 21,165 shares; 2025Q3: 14,211 shares; 2025Q4: 6,093 shares; 2026Q1: 5,232 shares 5,232 $88.9K 0.02% -861 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares; 2026Q1: 810 shares 810 $88.9K 0.02% +25 Timeline KT KT CORP More: the full row for KT 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: 4,100 shares; 2026Q1: 4,100 shares 4,100 $88.8K 0.02% 0 Timeline IHAK 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: 8,048 shares; 2024Q4: 8,261 shares; 2025Q1: 6,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,305 shares; 2026Q1: 2,029 shares 2,029 $88.6K 0.02% -276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $87.8K 0.02% 0 Timeline MORT 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: 12,373 shares; 2024Q4: 13,013 shares; 2025Q1: 13,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,043 shares; 2026Q1: 8,543 shares 8,543 $87.7K 0.02% +1,500 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 4,425 shares 4,425 $87.4K 0.02% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,927 shares; 2026Q1: 7,927 shares 7,927 $87.4K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 8,205 shares; 2025Q1: 9,175 shares; 2025Q2: 10,528 shares; 2025Q3: 11,428 shares; 2025Q4: 15,793 shares; 2026Q1: 1,323 shares 1,323 $87.4K 0.02% -14,470 Timeline FIIG 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: 4,200 shares 4,200 $87.2K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 377 shares 377 $86.9K 0.02% -4 Timeline ONON ON HLDG AG More: the full row for ON HLDG 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: 1,593 shares; 2026Q1: 2,552 shares 2,552 $86.8K 0.02% +959 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,279 shares; 2026Q1: 3,279 shares 3,279 $86.4K 0.02% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,285 shares; 2026Q1: 7,735 shares 7,735 $85.2K 0.02% -550 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 1,979 shares; 2026Q1: 2,110 shares 2,110 $84.4K 0.02% +131 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares 1,775 $84.4K 0.02% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 122 shares; 2026Q1: 2,906 shares 2,906 $83.8K 0.02% +2,784 Timeline TDVI 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: 3,343 shares; 2026Q1: 3,143 shares 3,143 $83.5K 0.02% -200 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $82.1K 0.02% new Timeline