IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275,136 shares; 2024Q4: 1,227,232 shares; 2025Q1: 569,760 shares; 2025Q2: 645,801 shares; 2025Q3: 698,022 shares; 2025Q4: 714,065 shares; 2026Q1: 1,022,003 shares 1,022,003 $88.5M 8.44% +307,938 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,921 shares; 2024Q4: 150,084 shares; 2025Q1: 427,133 shares; 2025Q2: 540,145 shares; 2025Q3: 573,426 shares; 2025Q4: 584,366 shares; 2026Q1: 595,500 shares 595,500 $46.8M 4.46% +11,134 Timeline IBTJ 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: 1,508,488 shares; 2025Q2: 1,940,071 shares; 2025Q3: 1,954,759 shares; 2025Q4: 1,934,809 shares; 2026Q1: 1,822,278 shares 1,822,278 $39.8M 3.79% -112,531 Timeline IBIE 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: 1,624,158 shares; 2025Q3: 1,625,676 shares; 2025Q4: 1,628,366 shares; 2026Q1: 1,480,282 shares 1,480,282 $38.8M 3.7% -148,084 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: 316,592 shares; 2024Q4: 316,446 shares; 2025Q1: 267,836 shares; 2025Q2: 210,707 shares; 2025Q3: 206,892 shares; 2025Q4: 202,336 shares; 2026Q1: 201,195 shares 201,195 $38.6M 3.68% -1,141 Timeline IEUR 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: 283,894 shares; 2025Q2: 422,719 shares; 2025Q3: 484,379 shares; 2025Q4: 510,642 shares; 2026Q1: 547,549 shares 547,549 $38.5M 3.67% +36,907 Timeline IBTL 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: 1,665,322 shares; 2025Q2: 1,908,678 shares; 2025Q3: 1,927,530 shares; 2025Q4: 1,939,888 shares; 2026Q1: 1,862,284 shares 1,862,284 $38M 3.62% -77,604 Timeline IBTH 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: 1,396,111 shares; 2025Q2: 1,979,633 shares; 2025Q3: 1,975,228 shares; 2025Q4: 1,949,885 shares; 2026Q1: 1,678,023 shares 1,678,023 $37.6M 3.59% -271,862 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: 974,990 shares; 2024Q4: 956,968 shares; 2025Q1: 847,215 shares; 2025Q2: 761,386 shares; 2025Q3: 751,373 shares; 2025Q4: 740,797 shares; 2026Q1: 738,221 shares 738,221 $37.5M 3.57% -2,576 Timeline IBIG 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: 1,486,352 shares; 2025Q3: 1,479,956 shares; 2025Q4: 1,498,376 shares; 2026Q1: 1,392,742 shares 1,392,742 $36.6M 3.49% -105,634 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: 304,367 shares; 2024Q4: 296,688 shares; 2025Q1: 256,930 shares; 2025Q2: 235,271 shares; 2025Q3: 229,202 shares; 2025Q4: 226,792 shares; 2026Q1: 223,533 shares 223,533 $31.8M 3.03% -3,259 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622,927 shares; 2025Q4: not reported; 2026Q1: 864,759 shares 864,759 $30.9M 2.94% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,197 shares; 2024Q4: 116,384 shares; 2025Q1: 112,424 shares; 2025Q2: 107,875 shares; 2025Q3: 107,548 shares; 2025Q4: 105,326 shares; 2026Q1: 99,540 shares 99,540 $25.3M 2.41% -5,786 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,681 shares; 2024Q4: 650,873 shares; 2025Q1: 609,915 shares; 2025Q2: 673,056 shares; 2025Q3: 594,635 shares; 2025Q4: 592,217 shares; 2026Q1: 671,534 shares 671,534 $24.9M 2.37% +79,317 Timeline CLOI 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: 157,868 shares; 2024Q4: 206,685 shares; 2025Q1: 346,725 shares; 2025Q2: 360,791 shares; 2025Q3: 336,499 shares; 2025Q4: 357,729 shares; 2026Q1: 433,794 shares 433,794 $22.9M 2.18% +76,065 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,662 shares; 2025Q3: 15,897 shares; 2025Q4: 64,459 shares; 2026Q1: 67,357 shares 67,357 $22.1M 2.11% +2,898 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 8,761 shares; 2025Q1: 9,851 shares; 2025Q2: 330,398 shares; 2025Q3: 348,329 shares; 2025Q4: 354,031 shares; 2026Q1: 383,010 shares 383,010 $20.2M 1.92% +28,979 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 38,378 shares; 2025Q1: 38,715 shares; 2025Q2: 37,259 shares; 2025Q3: 36,895 shares; 2025Q4: 36,905 shares; 2026Q1: 205,656 shares 205,656 $18.1M 1.73% +168,751 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: 136,023 shares; 2024Q4: 134,978 shares; 2025Q1: 58,816 shares; 2025Q2: 67,005 shares; 2025Q3: 65,767 shares; 2025Q4: 64,197 shares; 2026Q1: 69,659 shares 69,659 $17.3M 1.65% +5,462 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: 63,680 shares; 2024Q4: 55,098 shares; 2025Q1: 54,484 shares; 2025Q2: 69,046 shares; 2025Q3: 69,400 shares; 2025Q4: 68,202 shares; 2026Q1: 82,059 shares 82,059 $14.3M 1.36% +13,857 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,901 shares; 2024Q4: 327,184 shares; 2025Q1: 441,833 shares; 2025Q2: 432,675 shares; 2025Q3: 463,372 shares; 2025Q4: 456,327 shares; 2026Q1: 462,164 shares 462,164 $14.2M 1.35% +5,837 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: 13,909 shares; 2024Q4: 15,568 shares; 2025Q1: 20,340 shares; 2025Q2: 19,912 shares; 2025Q3: 19,102 shares; 2025Q4: 19,485 shares; 2026Q1: 17,390 shares 17,390 $12.1M 1.16% -2,095 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: 35,445 shares; 2024Q4: 34,724 shares; 2025Q1: 34,427 shares; 2025Q2: 32,741 shares; 2025Q3: 32,430 shares; 2025Q4: 32,210 shares; 2026Q1: 31,692 shares 31,692 $11.7M 1.12% -518 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: 49,759 shares; 2024Q4: 49,031 shares; 2025Q1: 46,740 shares; 2025Q2: 46,063 shares; 2025Q3: 45,324 shares; 2025Q4: 45,049 shares; 2026Q1: 45,743 shares 45,743 $9.53M 0.91% +694 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,790 shares; 2024Q4: 25,176 shares; 2025Q1: 19,441 shares; 2025Q2: 15,457 shares; 2025Q3: 107,773 shares; 2025Q4: 111,204 shares; 2026Q1: 75,875 shares 75,875 $8.58M 0.82% -35,329 Timeline AOR 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: 112,684 shares; 2024Q4: 114,451 shares; 2025Q1: 115,713 shares; 2025Q2: 117,249 shares; 2025Q3: 121,849 shares; 2025Q4: 124,898 shares; 2026Q1: 123,360 shares 123,360 $7.94M 0.76% -1,538 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,267 shares; 2025Q1: 235,049 shares; 2025Q2: 272,965 shares; 2025Q3: 267,488 shares; 2025Q4: 253,759 shares; 2026Q1: 231,205 shares 231,205 $7.82M 0.75% -22,554 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: 14,036 shares; 2024Q4: 13,795 shares; 2025Q1: 12,456 shares; 2025Q2: 12,221 shares; 2025Q3: 12,004 shares; 2025Q4: 11,863 shares; 2026Q1: 12,831 shares 12,831 $7.67M 0.73% +968 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: 31,272 shares; 2024Q4: 30,578 shares; 2025Q1: 29,772 shares; 2025Q2: 31,144 shares; 2025Q3: 32,314 shares; 2025Q4: 32,077 shares; 2026Q1: 29,284 shares 29,284 $7.16M 0.68% -2,793 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: 41,653 shares; 2024Q4: 41,020 shares; 2025Q1: 40,134 shares; 2025Q2: 39,371 shares; 2025Q3: 40,315 shares; 2025Q4: 40,734 shares; 2026Q1: 40,336 shares 40,336 $6.84M 0.65% -398 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: 34,806 shares; 2024Q4: 33,697 shares; 2025Q1: 32,708 shares; 2025Q2: 33,786 shares; 2025Q3: 33,476 shares; 2025Q4: 33,729 shares; 2026Q1: 32,905 shares 32,905 $6.81M 0.65% -824 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: 28,616 shares; 2024Q4: 28,300 shares; 2025Q1: 24,340 shares; 2025Q2: 23,354 shares; 2025Q3: 22,043 shares; 2025Q4: 22,080 shares; 2026Q1: 22,425 shares 22,425 $6.6M 0.63% +345 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: 6,834 shares; 2024Q4: 6,843 shares; 2025Q1: 6,869 shares; 2025Q2: 7,366 shares; 2025Q3: 7,393 shares; 2025Q4: 7,128 shares; 2026Q1: 6,898 shares 6,898 $6.35M 0.6% -230 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: 14,578 shares; 2024Q4: 14,879 shares; 2025Q1: 14,383 shares; 2025Q2: 14,865 shares; 2025Q3: 15,608 shares; 2025Q4: 17,040 shares; 2026Q1: 14,054 shares 14,054 $6.05M 0.58% -2,986 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: 29,220 shares; 2024Q4: 28,850 shares; 2025Q1: 26,862 shares; 2025Q2: 26,626 shares; 2025Q3: 27,010 shares; 2025Q4: 27,092 shares; 2026Q1: 27,103 shares 27,103 $5.89M 0.56% +11 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: 14,641 shares; 2024Q4: 14,511 shares; 2025Q1: 13,411 shares; 2025Q2: 12,096 shares; 2025Q3: 12,102 shares; 2025Q4: 12,110 shares; 2026Q1: 12,236 shares 12,236 $5.86M 0.56% +126 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: 61,331 shares; 2024Q4: 62,009 shares; 2025Q1: 40,791 shares; 2025Q2: 39,659 shares; 2025Q3: 40,730 shares; 2025Q4: 40,710 shares; 2026Q1: 63,035 shares 63,035 $5.71M 0.54% +22,325 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: 12,709 shares; 2024Q4: 12,726 shares; 2025Q1: 14,654 shares; 2025Q2: 18,223 shares; 2025Q3: 19,250 shares; 2025Q4: 19,327 shares; 2026Q1: 18,903 shares 18,903 $5.44M 0.52% -424 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: 5,406 shares; 2024Q4: 5,376 shares; 2025Q1: 5,442 shares; 2025Q2: 5,252 shares; 2025Q3: 5,188 shares; 2025Q4: 5,111 shares; 2026Q1: 5,279 shares 5,279 $5.26M 0.5% +168 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: 11,697 shares; 2024Q4: 16,480 shares; 2025Q1: 17,173 shares; 2025Q2: 20,385 shares; 2025Q3: 20,233 shares; 2025Q4: 18,898 shares; 2026Q1: 15,107 shares 15,107 $5.1M 0.49% -3,791 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: 9,473 shares; 2024Q4: 9,315 shares; 2025Q1: 6,970 shares; 2025Q2: 6,898 shares; 2025Q3: 5,970 shares; 2025Q4: 6,011 shares; 2026Q1: 5,776 shares 5,776 $4.89M 0.47% -235 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,188 shares; 2024Q4: 75,170 shares; 2025Q1: 76,238 shares; 2025Q2: 70,519 shares; 2025Q3: 68,610 shares; 2025Q4: 66,584 shares; 2026Q1: 65,827 shares 65,827 $4.78M 0.46% -757 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: 2,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,806 shares 44,806 $4.45M 0.42% new Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 145,934 shares; 2026Q1: 156,360 shares 156,360 $4.22M 0.4% +10,426 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: 76,836 shares; 2024Q4: 75,242 shares; 2025Q1: 74,403 shares; 2025Q2: 76,631 shares; 2025Q3: 77,535 shares; 2025Q4: 76,935 shares; 2026Q1: 76,819 shares 76,819 $4M 0.38% -116 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,679 shares; 2024Q4: 37,193 shares; 2025Q1: 35,415 shares; 2025Q2: 31,498 shares; 2025Q3: 29,259 shares; 2025Q4: 29,736 shares; 2026Q1: 29,955 shares 29,955 $3.92M 0.37% +219 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,069 shares; 2024Q4: 161,187 shares; 2025Q1: 143,676 shares; 2025Q2: 18,821 shares; 2025Q3: 18,236 shares; 2025Q4: 17,921 shares; 2026Q1: 16,626 shares 16,626 $3.55M 0.34% -1,295 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: 29,730 shares; 2024Q4: 29,416 shares; 2025Q1: 25,664 shares; 2025Q2: 24,091 shares; 2025Q3: 24,343 shares; 2025Q4: 24,573 shares; 2026Q1: 24,222 shares 24,222 $3.52M 0.34% -351 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,557 shares 41,557 $3.51M 0.33% new 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: 5,550 shares; 2024Q4: 5,501 shares; 2025Q1: 6,197 shares; 2025Q2: 6,955 shares; 2025Q3: 7,417 shares; 2025Q4: 7,194 shares; 2026Q1: 28,397 shares 28,397 $3.42M 0.33% +21,203 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,362 shares; 2024Q4: 454,506 shares; 2025Q1: 279,956 shares; 2025Q2: 55,908 shares; 2025Q3: 53,650 shares; 2025Q4: 51,581 shares; 2026Q1: 48,954 shares 48,954 $3.31M 0.32% -2,627 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,570 shares; 2025Q1: 5,286 shares; 2025Q2: 4,738 shares; 2025Q3: 4,250 shares; 2025Q4: 4,352 shares; 2026Q1: 4,367 shares 4,367 $3.18M 0.3% +15 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: 11,550 shares; 2024Q4: 11,672 shares; 2025Q1: 11,674 shares; 2025Q2: 12,501 shares; 2025Q3: 13,626 shares; 2025Q4: 13,288 shares; 2026Q1: 10,967 shares 10,967 $3.15M 0.3% -2,321 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,980 shares; 2025Q3: 18,050 shares; 2025Q4: 52,662 shares; 2026Q1: 116,527 shares 116,527 $3.06M 0.29% +63,865 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: 13,416 shares; 2024Q4: 8,037 shares; 2025Q1: 5,803 shares; 2025Q2: 4,720 shares; 2025Q3: 4,624 shares; 2025Q4: 4,598 shares; 2026Q1: 4,674 shares 4,674 $3.05M 0.29% +76 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,397 shares; 2024Q4: 69,397 shares; 2025Q1: 61,645 shares; 2025Q2: 61,313 shares; 2025Q3: 60,450 shares; 2025Q4: 60,154 shares; 2026Q1: 60,189 shares 60,189 $3.05M 0.29% +35 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 4,101 shares; 2026Q1: 52,430 shares 52,430 $2.98M 0.28% +48,329 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: 54,482 shares; 2024Q4: 53,452 shares; 2025Q1: 54,637 shares; 2025Q2: 57,872 shares; 2025Q3: 58,412 shares; 2025Q4: 58,972 shares; 2026Q1: 59,275 shares 59,275 $2.98M 0.28% +303 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,428 shares 35,428 $2.84M 0.27% new 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: 45,654 shares; 2024Q4: 41,249 shares; 2025Q1: 31,567 shares; 2025Q2: 31,411 shares; 2025Q3: 33,173 shares; 2025Q4: 33,187 shares; 2026Q1: 36,995 shares 36,995 $2.58M 0.25% +3,808 Timeline HEFA 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: 81,926 shares; 2024Q4: 79,530 shares; 2025Q1: 40,120 shares; 2025Q2: 39,813 shares; 2025Q3: 42,095 shares; 2025Q4: 42,401 shares; 2026Q1: 58,532 shares 58,532 $2.49M 0.24% +16,131 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,341 shares; 2025Q3: 25,164 shares; 2025Q4: 48,626 shares; 2026Q1: 49,227 shares 49,227 $2.48M 0.24% +601 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: 17,870 shares; 2024Q4: 14,232 shares; 2025Q1: 13,566 shares; 2025Q2: 11,622 shares; 2025Q3: 11,841 shares; 2025Q4: 11,663 shares; 2026Q1: 11,604 shares 11,604 $2.45M 0.23% -59 Timeline AOM 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: 42,495 shares; 2024Q4: 58,337 shares; 2025Q1: 60,213 shares; 2025Q2: 58,524 shares; 2025Q3: 52,284 shares; 2025Q4: 50,405 shares; 2026Q1: 49,511 shares 49,511 $2.35M 0.22% -894 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: 6,440 shares; 2024Q4: 6,383 shares; 2025Q1: 6,291 shares; 2025Q2: 6,465 shares; 2025Q3: 6,324 shares; 2025Q4: 6,588 shares; 2026Q1: 6,264 shares 6,264 $2.33M 0.22% -324 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 83,636 shares 83,636 $2.28M 0.22% new 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: 16,478 shares; 2025Q2: 17,865 shares; 2025Q3: 18,512 shares; 2025Q4: 21,030 shares; 2026Q1: 90,674 shares 90,674 $2.16M 0.21% +69,644 Timeline SMOT 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: 70,533 shares; 2024Q4: 79,681 shares; 2025Q1: 90,162 shares; 2025Q2: 87,833 shares; 2025Q3: 65,533 shares; 2025Q4: 56,244 shares; 2026Q1: 61,209 shares 61,209 $2.15M 0.21% +4,965 Timeline CWB 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: 3,686 shares; 2024Q4: 3,672 shares; 2025Q1: 6,691 shares; 2025Q2: 31,630 shares; 2025Q3: 29,020 shares; 2025Q4: 27,960 shares; 2026Q1: 22,770 shares 22,770 $2.08M 0.2% -5,190 Timeline AGZ 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: 751,689 shares; 2024Q4: 744,353 shares; 2025Q1: 404,949 shares; 2025Q2: 24,569 shares; 2025Q3: 21,624 shares; 2025Q4: 20,725 shares; 2026Q1: 18,649 shares 18,649 $2.05M 0.2% -2,076 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,509 shares; 2024Q4: 21,744 shares; 2025Q1: 22,252 shares; 2025Q2: 19,297 shares; 2025Q3: 17,691 shares; 2025Q4: 17,264 shares; 2026Q1: 16,107 shares 16,107 $2M 0.19% -1,157 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,956 shares; 2025Q1: 4,556 shares; 2025Q2: 4,557 shares; 2025Q3: 4,586 shares; 2025Q4: 5,166 shares; 2026Q1: 9,371 shares 9,371 $2M 0.19% +4,205 Timeline VMBS 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: 19,132 shares; 2025Q1: 27,930 shares; 2025Q2: 33,170 shares; 2025Q3: 32,880 shares; 2025Q4: 42,252 shares; 2026Q1: 41,585 shares 41,585 $1.95M 0.19% -667 Timeline SDY 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: 16,165 shares; 2025Q4: 15,511 shares; 2026Q1: 12,722 shares 12,722 $1.86M 0.18% -2,789 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: 61,558 shares; 2024Q4: 63,723 shares; 2025Q1: 66,127 shares; 2025Q2: 62,764 shares; 2025Q3: 66,317 shares; 2025Q4: 67,983 shares; 2026Q1: 64,844 shares 64,844 $1.82M 0.17% -3,139 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is 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: 26,478 shares 26,478 $1.81M 0.17% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,435 shares; 2025Q1: 69,857 shares; 2025Q2: 6,983 shares; 2025Q3: 10,906 shares; 2025Q4: 6,739 shares; 2026Q1: 22,996 shares 22,996 $1.77M 0.17% +16,257 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 1,361 shares; 2026Q1: 5,184 shares 5,184 $1.77M 0.17% +3,823 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: 16,049 shares; 2024Q4: 15,200 shares; 2025Q1: 23,940 shares; 2025Q2: 28,256 shares; 2025Q3: 37,284 shares; 2025Q4: 37,284 shares; 2026Q1: 38,314 shares 38,314 $1.77M 0.17% +1,030 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: 22,248 shares; 2024Q4: 20,297 shares; 2025Q1: 20,290 shares; 2025Q2: 20,501 shares; 2025Q3: 22,234 shares; 2025Q4: 21,675 shares; 2026Q1: 21,777 shares 21,777 $1.73M 0.17% +102 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,222 shares; 2024Q4: 15,002 shares; 2025Q1: 13,648 shares; 2025Q2: 13,400 shares; 2025Q3: 11,864 shares; 2025Q4: 11,990 shares; 2026Q1: 46,772 shares 46,772 $1.72M 0.16% +34,782 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,504 shares; 2024Q4: 17,776 shares; 2025Q1: 17,904 shares; 2025Q2: 17,564 shares; 2025Q3: 17,429 shares; 2025Q4: 18,507 shares; 2026Q1: 19,814 shares 19,814 $1.71M 0.16% +1,307 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,706 shares; 2025Q1: 8,618 shares; 2025Q2: 8,832 shares; 2025Q3: 8,843 shares; 2025Q4: 8,833 shares; 2026Q1: 8,740 shares 8,740 $1.69M 0.16% -93 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: 15,800 shares; 2024Q4: 3,874 shares; 2025Q1: 3,847 shares; 2025Q2: 4,149 shares; 2025Q3: 3,904 shares; 2025Q4: 8,283 shares; 2026Q1: 2,912 shares 2,912 $1.68M 0.16% -5,371 Timeline ICOW 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: 43,166 shares; 2025Q3: 37,659 shares; 2025Q4: 37,659 shares; 2026Q1: 39,401 shares 39,401 $1.67M 0.16% +1,742 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,135 shares; 2025Q1: 36,775 shares; 2025Q2: 43,722 shares; 2025Q3: 46,922 shares; 2025Q4: 50,758 shares; 2026Q1: 49,773 shares 49,773 $1.67M 0.16% -985 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: 6,333 shares; 2024Q4: 6,330 shares; 2025Q1: 6,040 shares; 2025Q2: 6,713 shares; 2025Q3: 7,178 shares; 2025Q4: 6,854 shares; 2026Q1: 6,703 shares 6,703 $1.62M 0.15% -151 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,195 shares; 2025Q1: 3,373 shares; 2025Q2: 3,363 shares; 2025Q3: 3,049 shares; 2025Q4: 3,060 shares; 2026Q1: 2,838 shares 2,838 $1.62M 0.15% -222 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,872 shares; 2025Q1: 9,824 shares; 2025Q2: 11,750 shares; 2025Q3: 11,178 shares; 2025Q4: 12,420 shares; 2026Q1: 27,306 shares 27,306 $1.6M 0.15% +14,886 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: 21,067 shares; 2024Q4: 21,242 shares; 2025Q1: 21,745 shares; 2025Q2: 6,785 shares; 2025Q3: 6,766 shares; 2025Q4: 6,860 shares; 2026Q1: 8,132 shares 8,132 $1.6M 0.15% +1,272 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: 44,723 shares; 2024Q4: 22,020 shares; 2025Q1: 21,948 shares; 2025Q2: 22,118 shares; 2025Q3: 21,202 shares; 2025Q4: 19,289 shares; 2026Q1: 18,602 shares 18,602 $1.54M 0.15% -687 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,926 shares; 2024Q4: 60,109 shares; 2025Q1: 61,207 shares; 2025Q2: 57,647 shares; 2025Q3: 53,466 shares; 2025Q4: 54,674 shares; 2026Q1: 54,426 shares 54,426 $1.53M 0.15% -248 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,644 shares; 2025Q3: 86,684 shares; 2025Q4: 85,338 shares; 2026Q1: 95,335 shares 95,335 $1.49M 0.14% +9,997 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: 2,727 shares; 2025Q1: 2,661 shares; 2025Q2: 2,678 shares; 2025Q3: 2,369 shares; 2025Q4: 2,226 shares; 2026Q1: 2,099 shares 2,099 $1.49M 0.14% -127 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 54,278 shares; 2025Q1: 54,740 shares; 2025Q2: 52,826 shares; 2025Q3: 53,509 shares; 2025Q4: 53,157 shares; 2026Q1: 54,238 shares 54,238 $1.46M 0.14% +1,081 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: 141,310 shares; 2024Q4: 93,630 shares; 2025Q1: 81,373 shares; 2025Q2: 66,886 shares; 2025Q3: 58,990 shares; 2025Q4: 55,312 shares; 2026Q1: 46,867 shares 46,867 $1.42M 0.14% -8,445 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: 846,570 shares; 2024Q4: 819,028 shares; 2025Q1: 879,848 shares; 2025Q2: 56,681 shares; 2025Q3: 36,143 shares; 2025Q4: 34,562 shares; 2026Q1: 27,710 shares 27,710 $1.41M 0.13% -6,852 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: 6,309 shares; 2024Q4: 5,872 shares; 2025Q1: 5,993 shares; 2025Q2: 6,598 shares; 2025Q3: 6,694 shares; 2025Q4: 6,573 shares; 2026Q1: 7,048 shares 7,048 $1.4M 0.13% +475 Timeline ULST 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: 424,540 shares; 2025Q2: not reported; 2025Q3: 68,411 shares; 2025Q4: not reported; 2026Q1: 34,406 shares 34,406 $1.39M 0.13% new 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: 12,133 shares; 2024Q4: 12,343 shares; 2025Q1: 6,519 shares; 2025Q2: 6,533 shares; 2025Q3: 6,314 shares; 2025Q4: 5,789 shares; 2026Q1: 6,254 shares 6,254 $1.36M 0.13% +465 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,181 shares; 2025Q1: 9,213 shares; 2025Q2: 9,464 shares; 2025Q3: 9,488 shares; 2025Q4: 9,393 shares; 2026Q1: 8,148 shares 8,148 $1.34M 0.13% -1,245 Timeline EZU 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: 23,792 shares; 2025Q4: 24,712 shares; 2026Q1: 20,832 shares 20,832 $1.3M 0.12% -3,880 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: 4,072 shares; 2024Q4: 4,011 shares; 2025Q1: 4,010 shares; 2025Q2: 4,148 shares; 2025Q3: 4,242 shares; 2025Q4: 4,271 shares; 2026Q1: 4,213 shares 4,213 $1.27M 0.12% -58 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: not reported; 2026Q1: 11,421 shares 11,421 $1.27M 0.12% new Timeline FEZ 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: 15,909 shares; 2025Q4: 16,688 shares; 2026Q1: 20,270 shares 20,270 $1.26M 0.12% +3,582 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 14,621 shares; 2025Q1: 14,743 shares; 2025Q2: 13,020 shares; 2025Q3: 11,133 shares; 2025Q4: 11,091 shares; 2026Q1: 12,150 shares 12,150 $1.25M 0.12% +1,059 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: 1,769 shares; 2024Q4: 1,766 shares; 2025Q1: 1,724 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,754 shares; 2026Q1: 2,775 shares 2,775 $1.21M 0.12% +1,021 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: 67,989 shares; 2024Q4: 66,668 shares; 2025Q1: 64,260 shares; 2025Q2: 63,944 shares; 2025Q3: 63,199 shares; 2025Q4: 59,869 shares; 2026Q1: 59,779 shares 59,779 $1.2M 0.11% -90 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 17,118 shares; 2025Q1: 16,904 shares; 2025Q2: 16,204 shares; 2025Q3: 15,631 shares; 2025Q4: 14,877 shares; 2026Q1: 14,649 shares 14,649 $1.2M 0.11% -228 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,859 shares; 2024Q4: 22,718 shares; 2025Q1: 22,407 shares; 2025Q2: 21,857 shares; 2025Q3: 22,157 shares; 2025Q4: 22,117 shares; 2026Q1: 22,151 shares 22,151 $1.17M 0.11% +34 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,385 shares 35,385 $1.17M 0.11% new Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,209 shares; 2025Q1: 14,210 shares; 2025Q2: 13,658 shares; 2025Q3: 13,797 shares; 2025Q4: 13,928 shares; 2026Q1: 14,645 shares 14,645 $1.14M 0.11% +717 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: 20,516 shares; 2024Q4: 19,219 shares; 2025Q1: 12,997 shares; 2025Q2: 16,327 shares; 2025Q3: 14,406 shares; 2025Q4: 14,049 shares; 2026Q1: 14,581 shares 14,581 $1.13M 0.11% +532 Timeline GEM 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: not reported; 2026Q1: 26,028 shares 26,028 $1.12M 0.11% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,865 shares; 2025Q1: 6,023 shares; 2025Q2: 6,030 shares; 2025Q3: 6,008 shares; 2025Q4: 6,027 shares; 2026Q1: 5,958 shares 5,958 $1.11M 0.11% -69 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: 25,791 shares; 2024Q4: 24,861 shares; 2025Q1: 24,796 shares; 2025Q2: 24,340 shares; 2025Q3: 24,048 shares; 2025Q4: 23,788 shares; 2026Q1: 6,959 shares 6,959 $1.08M 0.1% -16,829 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: 3,721 shares; 2024Q4: 7,437 shares; 2025Q1: 7,459 shares; 2025Q2: 7,191 shares; 2025Q3: 7,102 shares; 2025Q4: 6,978 shares; 2026Q1: 6,598 shares 6,598 $1.06M 0.1% -380 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,914 shares; 2025Q1: 6,961 shares; 2025Q2: 8,412 shares; 2025Q3: 12,178 shares; 2025Q4: 13,494 shares; 2026Q1: 13,260 shares 13,260 $1.05M 0.1% -234 Timeline IBMP 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: 36,453 shares; 2026Q1: 40,372 shares 40,372 $1.03M 0.1% +3,919 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,295 shares; 2025Q1: 4,227 shares; 2025Q2: 6,102 shares; 2025Q3: 6,087 shares; 2025Q4: 6,167 shares; 2026Q1: 6,189 shares 6,189 $1.02M 0.1% +22 Timeline IBMR 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: 36,436 shares; 2026Q1: 40,329 shares 40,329 $1.02M 0.1% +3,893 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: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,552 shares; 2025Q3: 3,705 shares; 2025Q4: 3,665 shares; 2026Q1: 3,755 shares 3,755 $1.02M 0.1% +90 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: 4,437 shares; 2024Q4: 4,466 shares; 2025Q1: 5,362 shares; 2025Q2: 7,076 shares; 2025Q3: 7,161 shares; 2025Q4: 7,127 shares; 2026Q1: 6,874 shares 6,874 $993K 0.09% -253 Timeline FBL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,266 shares; 2024Q4: 42,932 shares; 2025Q1: 43,540 shares; 2025Q2: 41,782 shares; 2025Q3: 41,677 shares; 2025Q4: 43,166 shares; 2026Q1: 43,129 shares 43,129 $990K 0.09% -37 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: not reported; 2024Q4: 1,167 shares; 2025Q1: 3,465 shares; 2025Q2: 3,567 shares; 2025Q3: 3,519 shares; 2025Q4: 3,279 shares; 2026Q1: 3,174 shares 3,174 $983K 0.09% -105 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,148 shares; 2025Q2: 11,407 shares; 2025Q3: 11,056 shares; 2025Q4: 10,491 shares; 2026Q1: 10,231 shares 10,231 $959K 0.09% -260 Timeline SPHB 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: 8,280 shares; 2025Q3: 1,903 shares; 2025Q4: 8,903 shares; 2026Q1: 7,690 shares 7,690 $892K 0.09% -1,213 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: 12,667 shares; 2024Q4: 12,287 shares; 2025Q1: 12,430 shares; 2025Q2: 17,866 shares; 2025Q3: 16,422 shares; 2025Q4: 16,382 shares; 2026Q1: 16,656 shares 16,656 $880K 0.08% +274 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,462 shares; 2024Q4: 40,255 shares; 2025Q1: 39,552 shares; 2025Q2: 38,368 shares; 2025Q3: 38,186 shares; 2025Q4: 40,299 shares; 2026Q1: 38,094 shares 38,094 $877K 0.08% -2,205 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $859K 0.08% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,303 shares; 2026Q1: 16,942 shares 16,942 $857K 0.08% +5,639 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,442 shares; 2024Q4: 18,796 shares; 2025Q1: 18,829 shares; 2025Q2: 21,256 shares; 2025Q3: 21,162 shares; 2025Q4: 21,298 shares; 2026Q1: 22,230 shares 22,230 $818K 0.08% +932 Timeline IBMQ 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: 27,438 shares; 2026Q1: 31,321 shares 31,321 $800K 0.08% +3,883 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 811 shares; 2025Q2: 802 shares; 2025Q3: 790 shares; 2025Q4: 8,337 shares; 2026Q1: 8,305 shares 8,305 $799K 0.08% -32 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 9,770 shares; 2025Q1: 10,313 shares; 2025Q2: 9,993 shares; 2025Q3: 9,202 shares; 2025Q4: 18,431 shares; 2026Q1: 18,499 shares 18,499 $771K 0.07% +68 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares 2,822 $764K 0.07% new Timeline AOA 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: 16,176 shares; 2024Q4: 15,952 shares; 2025Q1: 13,496 shares; 2025Q2: 12,874 shares; 2025Q3: 10,438 shares; 2025Q4: 10,219 shares; 2026Q1: 8,215 shares 8,215 $727K 0.07% -2,004 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,973 shares; 2024Q4: 11,877 shares; 2025Q1: 11,786 shares; 2025Q2: 16,304 shares; 2025Q3: 16,373 shares; 2025Q4: 15,043 shares; 2026Q1: 14,817 shares 14,817 $722K 0.07% -226 Timeline IBMS 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: 27,901 shares; 2026Q1: 27,901 shares 27,901 $721K 0.07% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,817 shares; 2025Q1: 4,819 shares; 2025Q2: 5,124 shares; 2025Q3: 5,018 shares; 2025Q4: 4,918 shares; 2026Q1: 5,524 shares 5,524 $687K 0.07% +606 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 9,263 shares; 2025Q1: 10,466 shares; 2025Q2: 10,070 shares; 2025Q3: 9,736 shares; 2025Q4: 9,421 shares; 2026Q1: 8,788 shares 8,788 $636K 0.06% -633 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: 66,250 shares; 2024Q4: 67,754 shares; 2025Q1: 63,977 shares; 2025Q2: 57,252 shares; 2025Q3: 41,521 shares; 2025Q4: 39,581 shares; 2026Q1: 9,407 shares 9,407 $636K 0.06% -30,174 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,194 shares; 2025Q1: 11,932 shares; 2025Q2: 11,932 shares; 2025Q3: 11,931 shares; 2025Q4: 11,732 shares; 2026Q1: 11,731 shares 11,731 $624K 0.06% -1 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: 9,338 shares; 2024Q4: 9,213 shares; 2025Q1: 9,561 shares; 2025Q2: 11,038 shares; 2025Q3: 10,133 shares; 2025Q4: 10,236 shares; 2026Q1: 10,083 shares 10,083 $612K 0.06% -153 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 8,042 shares; 2025Q1: 6,900 shares; 2025Q2: 8,028 shares; 2025Q3: 8,434 shares; 2025Q4: 9,117 shares; 2026Q1: 9,469 shares 9,469 $598K 0.06% +352 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,906 shares; 2025Q2: 31,002 shares; 2025Q3: 22,452 shares; 2025Q4: 20,761 shares; 2026Q1: 21,644 shares 21,644 $597K 0.06% +883 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: 14,636 shares 14,636 $596K 0.06% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 6,386 shares; 2025Q1: 6,599 shares; 2025Q2: 6,737 shares; 2025Q3: 6,216 shares; 2025Q4: 8,199 shares; 2026Q1: 8,473 shares 8,473 $595K 0.06% +274 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 2,093 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $590K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,531 shares; 2025Q1: 1,554 shares; 2025Q2: 1,633 shares; 2025Q3: 1,898 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares 1,883 $585K 0.06% 0 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: 11,538 shares; 2024Q4: 11,705 shares; 2025Q1: 12,653 shares; 2025Q2: 16,801 shares; 2025Q3: 18,568 shares; 2025Q4: 18,529 shares; 2026Q1: 20,154 shares 20,154 $584K 0.06% +1,625 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,358 shares; 2025Q4: 6,020 shares; 2026Q1: 7,204 shares 7,204 $569K 0.05% +1,184 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,928 shares 8,928 $545K 0.05% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 7,331 shares; 2025Q1: 6,352 shares; 2025Q2: 6,349 shares; 2025Q3: 6,345 shares; 2025Q4: 6,114 shares; 2026Q1: 6,029 shares 6,029 $540K 0.05% -85 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,432 shares; 2025Q4: 13,731 shares; 2026Q1: 12,087 shares 12,087 $538K 0.05% -1,644 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,699 shares; 2025Q4: 10,700 shares; 2026Q1: 8,206 shares 8,206 $532K 0.05% -2,494 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: 5,296 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 4,754 shares; 2025Q3: 4,754 shares; 2025Q4: 4,698 shares; 2026Q1: 4,609 shares 4,609 $530K 0.05% -89 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,011 shares; 2025Q1: 6,057 shares; 2025Q2: 5,969 shares; 2025Q3: 4,997 shares; 2025Q4: 4,797 shares; 2026Q1: 4,774 shares 4,774 $527K 0.05% -23 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: 4,488 shares; 2024Q4: 4,335 shares; 2025Q1: 4,267 shares; 2025Q2: 5,208 shares; 2025Q3: 5,161 shares; 2025Q4: 5,173 shares; 2026Q1: 5,050 shares 5,050 $519K 0.05% -123 Timeline IYG 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: 6,207 shares; 2024Q4: 6,207 shares; 2025Q1: 6,207 shares; 2025Q2: 6,207 shares; 2025Q3: 6,207 shares; 2025Q4: 6,207 shares; 2026Q1: 6,207 shares 6,207 $514K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,341 shares; 2025Q1: 1,367 shares; 2025Q2: 1,341 shares; 2025Q3: 1,386 shares; 2025Q4: 1,308 shares; 2026Q1: 1,544 shares 1,544 $508K 0.05% +236 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,769 shares 1,769 $508K 0.05% new 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: 2,168 shares; 2024Q4: 1,991 shares; 2025Q1: 1,901 shares; 2025Q2: 1,884 shares; 2025Q3: 1,928 shares; 2025Q4: 1,896 shares; 2026Q1: 2,238 shares 2,238 $506K 0.05% +342 Timeline AOK 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: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares; 2026Q1: 12,659 shares 12,659 $505K 0.05% 0 Timeline VYMI 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: not reported; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 5,312 shares; 2026Q1: 5,311 shares 5,311 $501K 0.05% -1 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,046 shares; 2024Q4: 48,775 shares; 2025Q1: 43,462 shares; 2025Q2: 43,854 shares; 2025Q3: 45,171 shares; 2025Q4: 44,194 shares; 2026Q1: 41,137 shares 41,137 $500K 0.05% -3,057 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: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,437 shares; 2025Q2: 4,414 shares; 2025Q3: 4,113 shares; 2025Q4: 4,111 shares; 2026Q1: 3,946 shares 3,946 $498K 0.05% -165 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: 6,134 shares; 2024Q4: 5,224 shares; 2025Q1: 5,197 shares; 2025Q2: 5,062 shares; 2025Q3: 4,460 shares; 2025Q4: 4,461 shares; 2026Q1: 4,461 shares 4,461 $486K 0.05% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,653 shares; 2025Q1: 4,655 shares; 2025Q2: 4,893 shares; 2025Q3: 4,770 shares; 2025Q4: 4,772 shares; 2026Q1: 4,787 shares 4,787 $474K 0.05% +15 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,300 shares; 2025Q1: 3,470 shares; 2025Q2: 3,572 shares; 2025Q3: 3,578 shares; 2025Q4: 3,587 shares; 2026Q1: 3,585 shares 3,585 $469K 0.04% -2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,956 shares; 2025Q1: 3,214 shares; 2025Q2: 3,316 shares; 2025Q3: 4,235 shares; 2025Q4: 4,471 shares; 2026Q1: 3,194 shares 3,194 $467K 0.04% -1,277 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: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 6,471 shares; 2025Q3: 7,021 shares; 2025Q4: 7,021 shares; 2026Q1: 7,021 shares 7,021 $463K 0.04% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,266 shares; 2025Q2: 6,267 shares; 2025Q3: 6,267 shares; 2025Q4: 6,268 shares; 2026Q1: 6,269 shares 6,269 $456K 0.04% +1 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: 1,493 shares; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,942 shares; 2025Q3: 3,174 shares; 2025Q4: 2,252 shares; 2026Q1: 2,211 shares 2,211 $450K 0.04% -41 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,442 shares; 2025Q1: 4,369 shares; 2025Q2: 4,366 shares; 2025Q3: 4,371 shares; 2025Q4: 4,377 shares; 2026Q1: 4,381 shares 4,381 $448K 0.04% +4 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,561 shares; 2025Q3: 6,560 shares; 2025Q4: 6,573 shares; 2026Q1: 6,571 shares 6,571 $434K 0.04% -2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,018 shares; 2025Q1: 2,969 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,967 shares; 2026Q1: 2,742 shares 2,742 $425K 0.04% -225 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,102 shares; 2025Q2: 1,112 shares; 2025Q3: 1,122 shares; 2025Q4: 1,183 shares; 2026Q1: 1,081 shares 1,081 $422K 0.04% -102 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $420K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 440 shares; 2025Q1: 682 shares; 2025Q2: 765 shares; 2025Q3: 832 shares; 2025Q4: 815 shares; 2026Q1: 838 shares 838 $419K 0.04% +23 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,276 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,292 shares 1,292 $414K 0.04% +32 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,628 shares; 2025Q1: 13,682 shares; 2025Q2: 13,131 shares; 2025Q3: 13,326 shares; 2025Q4: 13,506 shares; 2026Q1: 15,008 shares 15,008 $412K 0.04% +1,502 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,328 shares; 2025Q4: 1,337 shares; 2026Q1: 1,424 shares 1,424 $404K 0.04% +87 Timeline FPE 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: 20,936 shares; 2024Q4: 21,162 shares; 2025Q1: 21,395 shares; 2025Q2: 21,635 shares; 2025Q3: 21,876 shares; 2025Q4: 22,147 shares; 2026Q1: 22,387 shares 22,387 $397K 0.04% +240 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,674 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,992 shares; 2026Q1: 4,102 shares 4,102 $396K 0.04% +110 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,149 shares; 2025Q3: 8,761 shares; 2025Q4: 10,485 shares; 2026Q1: 8,932 shares 8,932 $394K 0.04% -1,553 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: 3,123 shares; 2024Q4: 3,239 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 3,015 shares; 2025Q4: 3,019 shares; 2026Q1: 3,119 shares 3,119 $391K 0.04% +100 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: 4,022 shares; 2025Q2: 4,037 shares; 2025Q3: 4,250 shares; 2025Q4: 4,022 shares; 2026Q1: 4,022 shares 4,022 $391K 0.04% 0 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: 34,716 shares; 2024Q4: 28,878 shares; 2025Q1: 29,422 shares; 2025Q2: 31,328 shares; 2025Q3: 31,515 shares; 2025Q4: 31,528 shares; 2026Q1: 33,002 shares 33,002 $381K 0.04% +1,474 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: 19,740 shares; 2024Q4: 19,778 shares; 2025Q1: 19,759 shares; 2025Q2: 19,359 shares; 2025Q3: 18,116 shares; 2025Q4: 17,389 shares; 2026Q1: 2,534 shares 2,534 $375K 0.04% -14,855 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 564 shares; 2025Q4: 404 shares; 2026Q1: 420 shares 420 $367K 0.04% +16 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: 31,664 shares; 2024Q4: 13,736 shares; 2025Q1: 7,099 shares; 2025Q2: 3,947 shares; 2025Q3: 4,064 shares; 2025Q4: 4,095 shares; 2026Q1: 4,881 shares 4,881 $363K 0.03% +786 Timeline VIGI 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: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,054 shares; 2026Q1: 4,054 shares 4,054 $359K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 748 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 772 shares 772 $356K 0.03% +28 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,416 shares; 2025Q1: 1,418 shares; 2025Q2: 1,419 shares; 2025Q3: 1,420 shares; 2025Q4: 1,422 shares; 2026Q1: 1,423 shares 1,423 $354K 0.03% +1 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,682 shares; 2024Q4: 63,806 shares; 2025Q1: 28,240 shares; 2025Q2: 10,104 shares; 2025Q3: 8,370 shares; 2025Q4: 8,452 shares; 2026Q1: 7,626 shares 7,626 $352K 0.03% -826 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $351K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 713 shares; 2025Q1: 722 shares; 2025Q2: 744 shares; 2025Q3: 688 shares; 2025Q4: 690 shares; 2026Q1: 621 shares 621 $350K 0.03% -69 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 695 shares 695 $345K 0.03% +57 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,110 shares; 2025Q1: 2,020 shares; 2025Q2: 1,933 shares; 2025Q3: 1,915 shares; 2025Q4: 1,934 shares; 2026Q1: 2,059 shares 2,059 $344K 0.03% +125 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 17,298 shares; 2025Q1: 4,505 shares; 2025Q2: 7,580 shares; 2025Q3: 9,640 shares; 2025Q4: 4,616 shares; 2026Q1: 4,490 shares 4,490 $342K 0.03% -126 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares; 2026Q1: 12,080 shares 12,080 $341K 0.03% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647,638 shares; 2025Q3: 672,791 shares; 2025Q4: 688,087 shares; 2026Q1: 9,984 shares 9,984 $338K 0.03% -678,103 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: 3,443 shares; 2024Q4: 2,951 shares; 2025Q1: 2,958 shares; 2025Q2: 2,964 shares; 2025Q3: 3,063 shares; 2025Q4: 3,033 shares; 2026Q1: 2,929 shares 2,929 $332K 0.03% -104 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,821 shares; 2025Q1: 1,822 shares; 2025Q2: 1,841 shares; 2025Q3: 1,849 shares; 2025Q4: 1,739 shares; 2026Q1: 1,397 shares 1,397 $330K 0.03% -342 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,317 shares; 2025Q1: 4,313 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,309 shares; 2026Q1: 4,313 shares 4,313 $329K 0.03% +4 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: 2,503 shares; 2025Q3: 2,725 shares; 2025Q4: 2,552 shares; 2026Q1: 2,504 shares 2,504 $323K 0.03% -48 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,943 shares; 2025Q1: 11,943 shares; 2025Q2: 13,425 shares; 2025Q3: 13,393 shares; 2025Q4: 13,376 shares; 2026Q1: 13,154 shares 13,154 $321K 0.03% -222 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,150 shares; 2025Q4: 12,527 shares; 2026Q1: 12,527 shares 12,527 $321K 0.03% 0 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: 5,911 shares; 2024Q4: 4,960 shares; 2025Q1: 4,910 shares; 2025Q2: 4,937 shares; 2025Q3: 4,637 shares; 2025Q4: 4,757 shares; 2026Q1: 7,023 shares 7,023 $318K 0.03% +2,266 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: 12,546 shares; 2024Q4: 5,172 shares; 2025Q1: 3,463 shares; 2025Q2: 1,864 shares; 2025Q3: 1,794 shares; 2025Q4: 1,741 shares; 2026Q1: 1,636 shares 1,636 $314K 0.03% -105 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: 3,209 shares; 2024Q4: 3,204 shares; 2025Q1: 2,971 shares; 2025Q2: 3,801 shares; 2025Q3: 3,866 shares; 2025Q4: 3,647 shares; 2026Q1: 3,226 shares 3,226 $311K 0.03% -421 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 963 shares; 2026Q1: 902 shares 902 $305K 0.03% -61 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,641 shares; 2025Q1: 3,589 shares; 2025Q2: 3,402 shares; 2025Q3: 3,285 shares; 2025Q4: 3,286 shares; 2026Q1: 3,282 shares 3,282 $304K 0.03% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 840 shares; 2025Q4: 676 shares; 2026Q1: 681 shares 681 $304K 0.03% +5 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: 1,999 shares; 2024Q4: 1,981 shares; 2025Q1: 2,033 shares; 2025Q2: 2,354 shares; 2025Q3: 2,085 shares; 2025Q4: 2,086 shares; 2026Q1: 2,016 shares 2,016 $297K 0.03% -70 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 439 shares; 2025Q4: 440 shares; 2026Q1: 478 shares 478 $290K 0.03% +38 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,120 shares 2,120 $288K 0.03% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,142 shares; 2025Q1: 13,827 shares; 2025Q2: 16,683 shares; 2025Q3: 9,735 shares; 2025Q4: 3,119 shares; 2026Q1: 3,129 shares 3,129 $287K 0.03% +10 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,502 shares 2,502 $285K 0.03% +23 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: 841 shares; 2024Q4: 785 shares; 2025Q1: 791 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 806 shares 806 $284K 0.03% +22 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $281K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 2,869 shares; 2025Q2: 2,976 shares; 2025Q3: 2,987 shares; 2025Q4: 2,813 shares; 2026Q1: 2,725 shares 2,725 $278K 0.03% -88 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,252 shares 1,252 $274K 0.03% +18 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,128 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,198 shares; 2026Q1: 1,172 shares 1,172 $272K 0.03% -26 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 651 shares 651 $271K 0.03% -15 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,935 shares; 2026Q1: 1,942 shares 1,942 $271K 0.03% +7 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: 6,220 shares; 2025Q3: 6,222 shares; 2025Q4: 6,225 shares; 2026Q1: 6,226 shares 6,226 $265K 0.03% +1 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: 1,853 shares; 2024Q4: 1,961 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,981 shares; 2025Q4: 1,942 shares; 2026Q1: 1,886 shares 1,886 $265K 0.03% -56 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,282 shares; 2025Q4: 1,284 shares; 2026Q1: 1,359 shares 1,359 $264K 0.03% +75 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $263K 0.03% new 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: not reported; 2026Q1: 1,001 shares 1,001 $262K 0.02% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,780 shares; 2025Q1: 14,018 shares; 2025Q2: 18,857 shares; 2025Q3: 17,034 shares; 2025Q4: 15,491 shares; 2026Q1: 14,974 shares 14,974 $259K 0.02% -517 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: 3,501 shares; 2024Q4: 3,505 shares; 2025Q1: 3,510 shares; 2025Q2: 3,252 shares; 2025Q3: 3,255 shares; 2025Q4: 3,260 shares; 2026Q1: 3,264 shares 3,264 $258K 0.02% +4 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: 7,472 shares; 2025Q1: 7,472 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 8,077 shares; 2026Q1: 7,498 shares 7,498 $251K 0.02% -579 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: 878 shares; 2024Q4: 864 shares; 2025Q1: 769 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 777 shares 777 $251K 0.02% +31 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: not reported; 2024Q4: 3,013 shares; 2025Q1: 2,753 shares; 2025Q2: 2,791 shares; 2025Q3: 2,647 shares; 2025Q4: 2,654 shares; 2026Q1: 2,638 shares 2,638 $248K 0.02% -16 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 58 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 73 shares 73 $247K 0.02% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,052 shares; 2025Q4: 2,978 shares; 2026Q1: 2,978 shares 2,978 $245K 0.02% 0 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 791 shares; 2025Q2: 803 shares; 2025Q3: 799 shares; 2025Q4: 829 shares; 2026Q1: 746 shares 746 $245K 0.02% -83 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 61,002 shares; 2025Q1: 61,137 shares; 2025Q2: 61,002 shares; 2025Q3: 61,002 shares; 2025Q4: 47,594 shares; 2026Q1: 38,694 shares 38,694 $243K 0.02% -8,900 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: 2,979 shares; 2024Q4: 2,929 shares; 2025Q1: 2,930 shares; 2025Q2: 5,526 shares; 2025Q3: 2,943 shares; 2025Q4: 2,930 shares; 2026Q1: 2,929 shares 2,929 $235K 0.02% -1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 836 shares; 2026Q1: 836 shares 836 $234K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $233K 0.02% new 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: 4,160 shares; 2024Q4: 4,083 shares; 2025Q1: 4,043 shares; 2025Q2: 3,134 shares; 2025Q3: 3,027 shares; 2025Q4: 3,047 shares; 2026Q1: 3,085 shares 3,085 $218K 0.02% +38 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR 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: not reported; 2026Q1: 1,659 shares 1,659 $217K 0.02% new Timeline IVLU 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: 9,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares 5,315 $211K 0.02% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares 1,174 $206K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,261 shares 4,261 $204K 0.02% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,320 shares; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 8,000 shares 8,000 $204K 0.02% -320 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,359 shares 5,359 $203K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 631 shares 631 $203K 0.02% -50 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,061 shares 10,061 $194K 0.02% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,254 shares; 2025Q4: 11,176 shares; 2026Q1: 11,091 shares 11,091 $189K 0.02% -85 Timeline PTIR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 11,288 shares 11,288 $185K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,875 shares; 2025Q1: 10,970 shares; 2025Q2: 10,975 shares; 2025Q3: 10,560 shares; 2025Q4: not reported; 2026Q1: 10,070 shares 10,070 $174K 0.02% new Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 23,557 shares; 2025Q3: 23,557 shares; 2025Q4: 23,557 shares; 2026Q1: 23,557 shares 23,557 $161K 0.02% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: not reported; 2025Q1: 18,969 shares; 2025Q2: 13,203 shares; 2025Q3: 12,615 shares; 2025Q4: not reported; 2026Q1: 12,339 shares 12,339 $134K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,284 shares; 2025Q1: 10,429 shares; 2025Q2: 10,142 shares; 2025Q3: 10,277 shares; 2025Q4: 10,413 shares; 2026Q1: 10,547 shares 10,547 $109K 0.01% +134 Timeline CRMG THEMES ETF TR More: the full row for THEMES 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: 15,100 shares 15,100 $95.1K 0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,941 shares; 2024Q4: 53,466 shares; 2025Q1: 48,915 shares; 2025Q2: 45,210 shares; 2025Q3: 26,959 shares; 2025Q4: 25,260 shares; 2026Q1: 14,309 shares 14,309 $65.8K 0.01% -10,951 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares; 2026Q1: 10,960 shares 10,960 $43.3K <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS 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: 11,884 shares; 2026Q1: 11,884 shares 11,884 $38.9K <0.01% 0 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 13,000 shares; 2026Q1: 13,000 shares 13,000 $12.9K <0.01% 0 NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $9.12K <0.01% 0 Timeline