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: 663,196 shares; 2024Q4: 753,952 shares; 2025Q1: 781,413 shares; 2025Q2: 548,323 shares; 2025Q3: 527,943 shares; 2025Q4: 575,014 shares; 2026Q1: 441,151 shares 441,151 $40.4M 8.89% -133,863 Timeline FLTR 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: 452,043 shares; 2025Q1: 460,292 shares; 2025Q2: 504,422 shares; 2025Q3: 564,220 shares; 2025Q4: 751,841 shares; 2026Q1: 1,002,383 shares 1,002,383 $25.5M 5.62% +250,542 Timeline IOO 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: 37,217 shares; 2025Q3: 94,006 shares; 2025Q4: 155,216 shares; 2026Q1: 201,180 shares 201,180 $24.3M 5.35% +45,964 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,838 shares; 2024Q4: 533,352 shares; 2025Q1: 502,146 shares; 2025Q2: 500,209 shares; 2025Q3: 478,820 shares; 2025Q4: 460,916 shares; 2026Q1: 317,179 shares 317,179 $19.7M 4.33% -143,737 Timeline SRLN 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: 65,926 shares; 2024Q4: 100,795 shares; 2025Q1: 111,614 shares; 2025Q2: 128,260 shares; 2025Q3: 147,907 shares; 2025Q4: 223,632 shares; 2026Q1: 379,118 shares 379,118 $15.2M 3.35% +155,486 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,247 shares; 2024Q4: 137,879 shares; 2025Q1: 152,134 shares; 2025Q2: 143,544 shares; 2025Q3: 171,745 shares; 2025Q4: 171,211 shares; 2026Q1: 146,933 shares 146,933 $14.8M 3.25% -24,278 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,716 shares; 2025Q1: 205,748 shares; 2025Q2: 216,060 shares; 2025Q3: 235,966 shares; 2025Q4: 245,708 shares; 2026Q1: 269,145 shares 269,145 $13.4M 2.96% +23,437 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,242 shares; 2025Q3: 176,623 shares; 2025Q4: 166,706 shares; 2026Q1: 171,305 shares 171,305 $12.9M 2.83% +4,599 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: 54,161 shares; 2024Q4: 52,768 shares; 2025Q1: 45,967 shares; 2025Q2: 48,139 shares; 2025Q3: 103,965 shares; 2025Q4: 134,496 shares; 2026Q1: 169,565 shares 169,565 $11.9M 2.62% +35,069 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: 403,607 shares; 2024Q4: 450,580 shares; 2025Q1: 465,707 shares; 2025Q2: 487,611 shares; 2025Q3: 520,584 shares; 2025Q4: 570,695 shares; 2026Q1: 668,860 shares 668,860 $11.9M 2.61% +98,165 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,876 shares; 2026Q1: 104,097 shares 104,097 $11.5M 2.53% -20,779 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,283 shares; 2025Q2: 14,947 shares; 2025Q3: 32,212 shares; 2025Q4: 130,400 shares; 2026Q1: 257,699 shares 257,699 $10.9M 2.4% +127,299 Timeline LQDH 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: 6,068 shares; 2025Q3: 13,319 shares; 2025Q4: 55,452 shares; 2026Q1: 113,196 shares 113,196 $10.5M 2.3% +57,744 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,249 shares; 2025Q3: 163,125 shares; 2025Q4: 144,847 shares; 2026Q1: 137,944 shares 137,944 $9.4M 2.07% -6,903 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,744 shares; 2025Q3: 47,163 shares; 2025Q4: 51,371 shares; 2026Q1: 58,151 shares 58,151 $8.48M 1.86% +6,780 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,701 shares; 2024Q4: 378,659 shares; 2025Q1: 373,236 shares; 2025Q2: 398,592 shares; 2025Q3: 396,595 shares; 2025Q4: 345,569 shares; 2026Q1: 363,804 shares 363,804 $5.31M 1.17% +18,235 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325,501 shares 325,501 $5.23M 1.15% 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: 18,513 shares; 2024Q4: 17,235 shares; 2025Q1: 17,701 shares; 2025Q2: 17,529 shares; 2025Q3: 17,523 shares; 2025Q4: 17,834 shares; 2026Q1: 18,647 shares 18,647 $4.73M 1.04% +813 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: 16,101 shares; 2024Q4: 15,736 shares; 2025Q1: 15,035 shares; 2025Q2: 15,080 shares; 2025Q3: 15,065 shares; 2025Q4: 14,820 shares; 2026Q1: 15,428 shares 15,428 $4.54M 1% +608 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: 17,643 shares; 2024Q4: 17,493 shares; 2025Q1: 16,840 shares; 2025Q2: 16,747 shares; 2025Q3: 16,094 shares; 2025Q4: 15,615 shares; 2026Q1: 10,447 shares 10,447 $4.5M 0.99% -5,168 Timeline PSK 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: 83,360 shares; 2024Q4: 123,527 shares; 2025Q1: 144,463 shares; 2025Q2: 153,924 shares; 2025Q3: 152,181 shares; 2025Q4: 115,440 shares; 2026Q1: 133,511 shares 133,511 $4.12M 0.91% +18,071 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: 18,184 shares; 2024Q4: 22,349 shares; 2025Q1: 23,740 shares; 2025Q2: 26,391 shares; 2025Q3: 27,611 shares; 2025Q4: 24,692 shares; 2026Q1: 24,190 shares 24,190 $4.1M 0.9% -502 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 71,621 shares; 2025Q1: 72,811 shares; 2025Q2: 76,682 shares; 2025Q3: 102,049 shares; 2025Q4: 118,478 shares; 2026Q1: 130,055 shares 130,055 $4.03M 0.89% +11,577 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 18,471 shares; 2025Q1: 18,805 shares; 2025Q2: 18,718 shares; 2025Q3: 17,049 shares; 2025Q4: 15,120 shares; 2026Q1: 14,449 shares 14,449 $3.84M 0.84% -671 Timeline RFG 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: 195,475 shares; 2024Q4: 193,814 shares; 2025Q1: 205,196 shares; 2025Q2: 70,309 shares; 2025Q3: 69,387 shares; 2025Q4: 69,387 shares; 2026Q1: 68,813 shares 68,813 $3.77M 0.83% -574 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.79% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,569 shares; 2024Q4: 159,738 shares; 2025Q1: 177,209 shares; 2025Q2: 178,885 shares; 2025Q3: 178,888 shares; 2025Q4: 148,317 shares; 2026Q1: 148,496 shares 148,496 $3.51M 0.77% +179 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: 113,504 shares; 2024Q4: 115,325 shares; 2025Q1: 108,695 shares; 2025Q2: 19,182 shares; 2025Q3: 36,086 shares; 2025Q4: 37,703 shares; 2026Q1: 39,432 shares 39,432 $3.48M 0.76% +1,729 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 23,845 shares; 2025Q4: 39,100 shares; 2026Q1: 57,233 shares 57,233 $3.32M 0.73% +18,133 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: 1,074 shares; 2024Q4: 1,066 shares; 2025Q1: 1,287 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 4,785 shares; 2026Q1: 4,770 shares 4,770 $3.12M 0.69% -15 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,705 shares; 2024Q4: 111,324 shares; 2025Q1: 108,184 shares; 2025Q2: 110,814 shares; 2025Q3: 108,920 shares; 2025Q4: 95,179 shares; 2026Q1: 93,315 shares 93,315 $2.98M 0.66% -1,864 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,083 shares; 2024Q4: 71,712 shares; 2025Q1: 77,190 shares; 2025Q2: 81,801 shares; 2025Q3: 82,494 shares; 2025Q4: 74,530 shares; 2026Q1: 81,511 shares 81,511 $2.97M 0.65% +6,981 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,095 shares; 2024Q4: 26,642 shares; 2025Q1: 30,045 shares; 2025Q2: 35,497 shares; 2025Q3: 39,746 shares; 2025Q4: 30,602 shares; 2026Q1: 32,651 shares 32,651 $2.95M 0.65% +2,049 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 24,579 shares; 2025Q1: 26,151 shares; 2025Q2: 29,035 shares; 2025Q3: 28,807 shares; 2025Q4: 17,198 shares; 2026Q1: 20,190 shares 20,190 $2.92M 0.64% +2,992 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: 44,791 shares; 2024Q4: 50,493 shares; 2025Q1: 47,586 shares; 2025Q2: 46,858 shares; 2025Q3: 45,392 shares; 2025Q4: 36,701 shares; 2026Q1: 37,233 shares 37,233 $2.89M 0.64% +532 Timeline RZG 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: 164,458 shares; 2024Q4: 163,961 shares; 2025Q1: 171,485 shares; 2025Q2: 50,297 shares; 2025Q3: 50,013 shares; 2025Q4: 50,000 shares; 2026Q1: 49,803 shares 49,803 $2.84M 0.62% -197 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: 12,196 shares; 2024Q4: 13,344 shares; 2025Q1: 13,214 shares; 2025Q2: 13,404 shares; 2025Q3: 12,666 shares; 2025Q4: 11,418 shares; 2026Q1: 11,513 shares 11,513 $2.81M 0.62% +95 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: 8,904 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 7,925 shares; 2025Q3: 23,603 shares; 2025Q4: 28,683 shares; 2026Q1: 34,885 shares 34,885 $2.76M 0.61% +6,202 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 73,771 shares; 2025Q4: 80,937 shares; 2026Q1: 103,780 shares 103,780 $2.61M 0.57% +22,843 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,058 shares; 2024Q4: 54,244 shares; 2025Q1: 62,069 shares; 2025Q2: 66,365 shares; 2025Q3: 59,732 shares; 2025Q4: 48,523 shares; 2026Q1: 45,928 shares 45,928 $2.49M 0.55% -2,595 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 22,025 shares; 2025Q1: 23,679 shares; 2025Q2: 24,161 shares; 2025Q3: 22,951 shares; 2025Q4: 20,228 shares; 2026Q1: 19,710 shares 19,710 $2.26M 0.5% -518 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,856 shares; 2024Q4: 76,635 shares; 2025Q1: 66,797 shares; 2025Q2: 66,857 shares; 2025Q3: 62,665 shares; 2025Q4: 64,067 shares; 2026Q1: 74,778 shares 74,778 $2.25M 0.5% +10,711 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: 5,450 shares; 2024Q4: 4,962 shares; 2025Q1: 5,141 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,124 shares; 2026Q1: 6,052 shares 6,052 $2.24M 0.49% +928 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: 6,410 shares; 2024Q4: 6,011 shares; 2025Q1: 6,410 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,833 shares; 2026Q1: 7,755 shares 7,755 $2.23M 0.49% +922 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,633 shares; 2024Q4: 44,313 shares; 2025Q1: 53,802 shares; 2025Q2: 56,499 shares; 2025Q3: 52,289 shares; 2025Q4: 40,631 shares; 2026Q1: 36,344 shares 36,344 $2.14M 0.47% -4,287 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,321 shares; 2024Q4: 54,842 shares; 2025Q1: 56,284 shares; 2025Q2: 56,790 shares; 2025Q3: 55,082 shares; 2025Q4: 56,510 shares; 2026Q1: 61,831 shares 61,831 $2.11M 0.46% +5,321 Timeline RPG 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: 152,648 shares; 2024Q4: 156,622 shares; 2025Q1: 160,362 shares; 2025Q2: 42,149 shares; 2025Q3: 41,902 shares; 2025Q4: 40,786 shares; 2026Q1: 40,786 shares 40,786 $1.91M 0.42% 0 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: 13,800 shares; 2024Q4: 15,604 shares; 2025Q1: 16,346 shares; 2025Q2: 17,411 shares; 2025Q3: 16,589 shares; 2025Q4: 8,687 shares; 2026Q1: 9,488 shares 9,488 $1.84M 0.41% +801 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: 9,526 shares; 2024Q4: 13,228 shares; 2025Q1: 13,421 shares; 2025Q2: 14,005 shares; 2025Q3: 13,452 shares; 2025Q4: 11,777 shares; 2026Q1: 11,658 shares 11,658 $1.81M 0.4% -119 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 78,325 shares; 2025Q1: 122,032 shares; 2025Q2: 142,875 shares; 2025Q3: 123,973 shares; 2025Q4: 73,609 shares; 2026Q1: 76,249 shares 76,249 $1.68M 0.37% +2,640 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 105,623 shares; 2025Q1: 123,144 shares; 2025Q2: 137,943 shares; 2025Q3: 132,904 shares; 2025Q4: 95,774 shares; 2026Q1: 91,912 shares 91,912 $1.65M 0.36% -3,862 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: 5,339 shares; 2024Q4: 5,185 shares; 2025Q1: 5,246 shares; 2025Q2: 5,305 shares; 2025Q3: 5,291 shares; 2025Q4: 5,299 shares; 2026Q1: 5,419 shares 5,419 $1.64M 0.36% +120 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: 12,300 shares; 2024Q4: 15,762 shares; 2025Q1: 17,339 shares; 2025Q2: 18,631 shares; 2025Q3: 17,773 shares; 2025Q4: 13,481 shares; 2026Q1: 13,352 shares 13,352 $1.61M 0.35% -129 Timeline SLYG 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: 18,443 shares; 2024Q4: 18,257 shares; 2025Q1: 17,987 shares; 2025Q2: 16,514 shares; 2025Q3: 16,514 shares; 2025Q4: 16,173 shares; 2026Q1: 16,173 shares 16,173 $1.56M 0.34% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 9,535 shares; 2025Q1: 11,405 shares; 2025Q2: 11,441 shares; 2025Q3: 10,818 shares; 2025Q4: 9,025 shares; 2026Q1: 8,945 shares 8,945 $1.53M 0.34% -80 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: 13,381 shares; 2024Q4: 13,950 shares; 2025Q1: 13,001 shares; 2025Q2: 13,152 shares; 2025Q3: 12,550 shares; 2025Q4: 10,877 shares; 2026Q1: 11,432 shares 11,432 $1.47M 0.32% +555 Timeline RLY 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: 47,225 shares; 2024Q4: 47,174 shares; 2025Q1: 49,319 shares; 2025Q2: 50,592 shares; 2025Q3: 41,989 shares; 2025Q4: 39,089 shares; 2026Q1: 40,502 shares 40,502 $1.46M 0.32% +1,413 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,648 shares; 2024Q4: 30,684 shares; 2025Q1: 34,504 shares; 2025Q2: 37,869 shares; 2025Q3: 34,440 shares; 2025Q4: 20,857 shares; 2026Q1: 21,724 shares 21,724 $1.46M 0.32% +867 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,753 shares; 2024Q4: 28,573 shares; 2025Q1: 37,784 shares; 2025Q2: 38,135 shares; 2025Q3: 36,310 shares; 2025Q4: 22,571 shares; 2026Q1: 27,025 shares 27,025 $1.45M 0.32% +4,454 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,449 shares; 2024Q4: 76,606 shares; 2025Q1: 115,641 shares; 2025Q2: 149,044 shares; 2025Q3: 170,283 shares; 2025Q4: 82,541 shares; 2026Q1: 108,523 shares 108,523 $1.44M 0.32% +25,982 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 18,723 shares; 2025Q1: 30,776 shares; 2025Q2: 33,473 shares; 2025Q3: 33,236 shares; 2025Q4: 21,510 shares; 2026Q1: 24,483 shares 24,483 $1.44M 0.32% +2,973 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: 3,529 shares; 2024Q4: 2,478 shares; 2025Q1: 3,139 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 4,699 shares; 2026Q1: 4,487 shares 4,487 $1.44M 0.32% -212 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 44,516 shares 44,516 $1.43M 0.32% new Timeline AIA 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: 13,989 shares; 2024Q4: 14,149 shares; 2025Q1: 14,085 shares; 2025Q2: 14,162 shares; 2025Q3: 13,852 shares; 2025Q4: 13,660 shares; 2026Q1: 13,460 shares 13,460 $1.43M 0.31% -200 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,717 shares; 2024Q4: 148,672 shares; 2025Q1: 225,499 shares; 2025Q2: 259,463 shares; 2025Q3: 213,862 shares; 2025Q4: 149,829 shares; 2026Q1: 169,077 shares 169,077 $1.43M 0.31% +19,248 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,043 shares; 2024Q4: 13,987 shares; 2025Q1: 14,542 shares; 2025Q2: 16,220 shares; 2025Q3: 16,582 shares; 2025Q4: 12,701 shares; 2026Q1: 12,266 shares 12,266 $1.42M 0.31% -435 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,203 shares; 2024Q4: 13,693 shares; 2025Q1: 13,373 shares; 2025Q2: 13,749 shares; 2025Q3: 12,049 shares; 2025Q4: 9,657 shares; 2026Q1: 8,495 shares 8,495 $1.41M 0.31% -1,162 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: 12,279 shares; 2024Q4: 13,500 shares; 2025Q1: 12,884 shares; 2025Q2: 12,603 shares; 2025Q3: 7,640 shares; 2025Q4: 6,020 shares; 2026Q1: 5,776 shares 5,776 $1.4M 0.31% -244 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,472 shares; 2024Q4: 51,717 shares; 2025Q1: 71,369 shares; 2025Q2: 81,335 shares; 2025Q3: 78,686 shares; 2025Q4: 44,293 shares; 2026Q1: 69,073 shares 69,073 $1.4M 0.31% +24,780 Timeline FMF 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: 21,486 shares; 2025Q4: 24,142 shares; 2026Q1: 27,521 shares 27,521 $1.39M 0.31% +3,379 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,571 shares; 2025Q1: 4,582 shares; 2025Q2: 4,597 shares; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares 4,597 $1.39M 0.31% 0 Timeline EMQQ 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: 43,045 shares; 2024Q4: 43,048 shares; 2025Q1: 42,357 shares; 2025Q2: 42,357 shares; 2025Q3: 41,722 shares; 2025Q4: 41,799 shares; 2026Q1: 41,769 shares 41,769 $1.38M 0.3% -30 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,064 shares; 2024Q4: 10,875 shares; 2025Q1: 10,785 shares; 2025Q2: 12,146 shares; 2025Q3: 13,228 shares; 2025Q4: 13,601 shares; 2026Q1: 15,506 shares 15,506 $1.34M 0.3% +1,905 Timeline MDYG 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: 15,567 shares; 2024Q4: 15,274 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 14,858 shares; 2025Q4: 13,880 shares; 2026Q1: 13,578 shares 13,578 $1.3M 0.29% -302 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 22,221 shares; 2025Q1: 34,149 shares; 2025Q2: 34,063 shares; 2025Q3: 28,393 shares; 2025Q4: 21,632 shares; 2026Q1: 20,864 shares 20,864 $1.3M 0.29% -768 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: 5,772 shares; 2024Q4: 4,383 shares; 2025Q1: 4,954 shares; 2025Q2: 5,364 shares; 2025Q3: 5,314 shares; 2025Q4: 4,660 shares; 2026Q1: 4,528 shares 4,528 $1.3M 0.29% -132 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,772 shares; 2024Q4: 42,058 shares; 2025Q1: 51,898 shares; 2025Q2: 57,196 shares; 2025Q3: 55,438 shares; 2025Q4: 40,672 shares; 2026Q1: 40,079 shares 40,079 $1.29M 0.28% -593 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: 9,514 shares; 2024Q4: 10,732 shares; 2025Q1: 12,461 shares; 2025Q2: 13,087 shares; 2025Q3: 12,496 shares; 2025Q4: 9,679 shares; 2026Q1: 9,622 shares 9,622 $1.26M 0.28% -57 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,270 shares; 2025Q1: 3,525 shares; 2025Q2: 3,653 shares; 2025Q3: 3,376 shares; 2025Q4: 2,514 shares; 2026Q1: 2,334 shares 2,334 $1.26M 0.28% -180 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 8,215 shares; 2025Q1: 19,152 shares; 2025Q2: 19,660 shares; 2025Q3: 18,736 shares; 2025Q4: 18,902 shares; 2026Q1: 18,639 shares 18,639 $1.19M 0.26% -263 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,776 shares; 2025Q4: 10,433 shares; 2026Q1: 9,671 shares 9,671 $1.17M 0.26% -762 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 11,696 shares; 2025Q1: 11,649 shares; 2025Q2: 11,660 shares; 2025Q3: 9,636 shares; 2025Q4: 9,664 shares; 2026Q1: 18,676 shares 18,676 $1.15M 0.25% +9,012 Timeline RPV 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: 32,841 shares; 2024Q4: 31,854 shares; 2025Q1: 31,841 shares; 2025Q2: 11,620 shares; 2025Q3: 11,171 shares; 2025Q4: 10,607 shares; 2026Q1: 10,597 shares 10,597 $1.14M 0.25% -10 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,022 shares; 2024Q4: 83,467 shares; 2025Q1: 101,974 shares; 2025Q2: 112,567 shares; 2025Q3: 116,187 shares; 2025Q4: 63,170 shares; 2026Q1: 89,449 shares 89,449 $1.12M 0.25% +26,279 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 12,374 shares; 2025Q1: 12,209 shares; 2025Q2: 12,209 shares; 2025Q3: 12,209 shares; 2025Q4: 11,716 shares; 2026Q1: 11,457 shares 11,457 $1.12M 0.25% -259 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: 5,077 shares; 2024Q4: 4,776 shares; 2025Q1: 4,791 shares; 2025Q2: 5,878 shares; 2025Q3: 5,153 shares; 2025Q4: 5,499 shares; 2026Q1: 5,777 shares 5,777 $1.11M 0.25% +278 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: 13,479 shares; 2024Q4: 12,924 shares; 2025Q1: 13,205 shares; 2025Q2: 12,846 shares; 2025Q3: 7,173 shares; 2025Q4: 5,549 shares; 2026Q1: 5,691 shares 5,691 $1.09M 0.24% +142 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 6,777 shares; 2025Q1: 6,394 shares; 2025Q2: 6,769 shares; 2025Q3: 6,235 shares; 2025Q4: 4,958 shares; 2026Q1: 5,002 shares 5,002 $1.09M 0.24% +44 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: 1,868 shares; 2024Q4: 3,246 shares; 2025Q1: 3,215 shares; 2025Q2: 3,608 shares; 2025Q3: 3,323 shares; 2025Q4: 2,522 shares; 2026Q1: 3,048 shares 3,048 $1.07M 0.24% +526 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: 1,817 shares; 2024Q4: 1,728 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 2,027 shares; 2025Q4: 2,093 shares; 2026Q1: 2,193 shares 2,193 $1.05M 0.23% +100 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 45,304 shares; 2025Q1: 42,718 shares; 2025Q2: 42,718 shares; 2025Q3: 42,718 shares; 2025Q4: 41,650 shares; 2026Q1: 41,650 shares 41,650 $1.05M 0.23% 0 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: 5,627 shares; 2024Q4: 10,258 shares; 2025Q1: 12,161 shares; 2025Q2: 7,786 shares; 2025Q3: 6,946 shares; 2025Q4: 6,487 shares; 2026Q1: 6,618 shares 6,618 $1.03M 0.23% +131 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,746 shares; 2024Q4: 87,401 shares; 2025Q1: 86,534 shares; 2025Q2: 86,226 shares; 2025Q3: 85,812 shares; 2025Q4: 71,524 shares; 2026Q1: 79,150 shares 79,150 $1.01M 0.22% +7,626 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,012 shares; 2024Q4: 35,814 shares; 2025Q1: 37,783 shares; 2025Q2: 39,126 shares; 2025Q3: 35,097 shares; 2025Q4: 24,035 shares; 2026Q1: 22,916 shares 22,916 $983K 0.22% -1,119 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: 205,158 shares; 2024Q4: 19,566 shares; 2025Q1: 8,022 shares; 2025Q2: 8,911 shares; 2025Q3: 8,763 shares; 2025Q4: 20,685 shares; 2026Q1: 20,578 shares 20,578 $950K 0.21% -107 Timeline IDEV 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: 11,126 shares; 2026Q1: 11,126 shares 11,126 $930K 0.2% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 18,556 shares; 2025Q1: 22,349 shares; 2025Q2: 21,495 shares; 2025Q3: 19,668 shares; 2025Q4: 14,088 shares; 2026Q1: 14,271 shares 14,271 $922K 0.2% +183 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: 7,106 shares; 2024Q4: 11,620 shares; 2025Q1: 11,812 shares; 2025Q2: 12,126 shares; 2025Q3: 11,459 shares; 2025Q4: 8,670 shares; 2026Q1: 10,137 shares 10,137 $908K 0.2% +1,467 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,601 shares; 2024Q4: 25,398 shares; 2025Q1: 30,384 shares; 2025Q2: 31,194 shares; 2025Q3: 25,956 shares; 2025Q4: 17,398 shares; 2026Q1: 16,233 shares 16,233 $906K 0.2% -1,165 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,699 shares; 2025Q1: 4,134 shares; 2025Q2: 4,333 shares; 2025Q3: 3,912 shares; 2025Q4: 3,175 shares; 2026Q1: 3,215 shares 3,215 $901K 0.2% +40 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: 15,610 shares; 2024Q4: 17,094 shares; 2025Q1: 16,760 shares; 2025Q2: 16,808 shares; 2025Q3: 15,347 shares; 2025Q4: 11,235 shares; 2026Q1: 12,225 shares 12,225 $885K 0.19% +990 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,048 shares; 2025Q1: 1,168 shares; 2025Q2: 1,191 shares; 2025Q3: 1,082 shares; 2025Q4: 829 shares; 2026Q1: 794 shares 794 $866K 0.19% -35 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: 820 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $851K 0.19% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 13,708 shares; 2025Q1: 14,426 shares; 2025Q2: 14,963 shares; 2025Q3: 12,900 shares; 2025Q4: 9,482 shares; 2026Q1: 8,979 shares 8,979 $829K 0.18% -503 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: 2,882 shares; 2024Q4: 3,549 shares; 2025Q1: 3,669 shares; 2025Q2: 3,661 shares; 2025Q3: 3,404 shares; 2025Q4: 2,657 shares; 2026Q1: 2,649 shares 2,649 $823K 0.18% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,678 shares; 2026Q1: 6,622 shares 6,622 $823K 0.18% -56 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,200 shares; 2025Q1: 11,252 shares; 2025Q2: 11,988 shares; 2025Q3: 10,163 shares; 2025Q4: 9,849 shares; 2026Q1: 11,471 shares 11,471 $807K 0.18% +1,622 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,144 shares; 2025Q1: 3,286 shares; 2025Q2: 3,462 shares; 2025Q3: 3,149 shares; 2025Q4: 2,247 shares; 2026Q1: 2,162 shares 2,162 $785K 0.17% -85 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,660 shares; 2024Q4: 35,265 shares; 2025Q1: 44,316 shares; 2025Q2: 51,320 shares; 2025Q3: 23,725 shares; 2025Q4: 12,660 shares; 2026Q1: 9,299 shares 9,299 $749K 0.16% -3,361 Timeline REET 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: 22,680 shares; 2024Q4: 18,646 shares; 2025Q1: 19,167 shares; 2025Q2: 20,235 shares; 2025Q3: 26,114 shares; 2025Q4: 27,904 shares; 2026Q1: 29,605 shares 29,605 $745K 0.16% +1,701 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,003 shares; 2025Q4: 10,586 shares; 2026Q1: 10,568 shares 10,568 $737K 0.16% -18 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: 2,431 shares; 2024Q4: 1,864 shares; 2025Q1: 2,990 shares; 2025Q2: 3,237 shares; 2025Q3: 3,415 shares; 2025Q4: 3,339 shares; 2026Q1: 3,522 shares 3,522 $734K 0.16% +183 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: 10,687 shares; 2024Q4: 12,023 shares; 2025Q1: 11,975 shares; 2025Q2: 11,663 shares; 2025Q3: 9,397 shares; 2025Q4: 6,420 shares; 2026Q1: 6,379 shares 6,379 $723K 0.16% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,983 shares; 2026Q1: 10,655 shares 10,655 $720K 0.16% -328 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,514 shares; 2024Q4: 57,147 shares; 2025Q1: 64,762 shares; 2025Q2: 66,778 shares; 2025Q3: 55,184 shares; 2025Q4: 40,782 shares; 2026Q1: 37,603 shares 37,603 $695K 0.15% -3,179 Timeline LRGF 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: 10,468 shares; 2024Q4: 10,468 shares; 2025Q1: 10,632 shares; 2025Q2: 10,471 shares; 2025Q3: 10,471 shares; 2025Q4: 10,470 shares; 2026Q1: 10,469 shares 10,469 $691K 0.15% -1 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: 7,940 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares 7,408 $687K 0.15% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,655 shares; 2025Q1: 1,958 shares; 2025Q2: 2,963 shares; 2025Q3: 3,176 shares; 2025Q4: 2,271 shares; 2026Q1: 2,471 shares 2,471 $669K 0.15% +200 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,190 shares; 2025Q1: 6,174 shares; 2025Q2: 6,198 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $641K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 14,287 shares; 2026Q1: 17,359 shares 17,359 $639K 0.14% +3,072 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,093 shares; 2025Q2: 48,093 shares; 2025Q3: 47,397 shares; 2025Q4: 39,123 shares; 2026Q1: 47,323 shares 47,323 $635K 0.14% +8,200 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 20,692 shares; 2025Q1: 20,689 shares; 2025Q2: 21,291 shares; 2025Q3: 21,291 shares; 2025Q4: 21,286 shares; 2026Q1: 21,282 shares 21,282 $620K 0.14% -4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,582 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 3,064 shares 3,064 $581K 0.13% +518 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,818 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares 2,826 $574K 0.13% 0 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: 4,248 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,188 shares 4,188 $569K 0.13% +40 Timeline RFV 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: 12,647 shares; 2024Q4: 10,774 shares; 2025Q1: 10,758 shares; 2025Q2: 5,185 shares; 2025Q3: 4,480 shares; 2025Q4: 4,210 shares; 2026Q1: 4,208 shares 4,208 $547K 0.12% -2 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: 6,616 shares; 2025Q1: 6,401 shares; 2025Q2: 6,499 shares; 2025Q3: 5,439 shares; 2025Q4: 4,088 shares; 2026Q1: 3,789 shares 3,789 $528K 0.12% -299 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,614 shares; 2024Q4: 62,808 shares; 2025Q1: 73,838 shares; 2025Q2: 77,104 shares; 2025Q3: 66,364 shares; 2025Q4: 39,689 shares; 2026Q1: 39,735 shares 39,735 $523K 0.12% +46 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: 4,656 shares; 2024Q4: 5,671 shares; 2025Q1: 5,382 shares; 2025Q2: 5,505 shares; 2025Q3: 4,942 shares; 2025Q4: 3,594 shares; 2026Q1: 3,581 shares 3,581 $520K 0.11% -13 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: 5,308 shares; 2024Q4: 4,931 shares; 2025Q1: 4,960 shares; 2025Q2: 4,971 shares; 2025Q3: 4,916 shares; 2025Q4: 4,944 shares; 2026Q1: 4,940 shares 4,940 $507K 0.11% -4 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 10,124 shares; 2025Q1: 15,631 shares; 2025Q2: 15,781 shares; 2025Q3: 15,724 shares; 2025Q4: 7,280 shares; 2026Q1: 7,549 shares 7,549 $497K 0.11% +269 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 7,066 shares; 2025Q1: 8,725 shares; 2025Q2: 8,619 shares; 2025Q3: 7,128 shares; 2025Q4: 4,872 shares; 2026Q1: 4,596 shares 4,596 $491K 0.11% -276 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 23,745 shares; 2025Q1: 23,345 shares; 2025Q2: 23,327 shares; 2025Q3: 23,002 shares; 2025Q4: 23,002 shares; 2026Q1: 23,002 shares 23,002 $476K 0.1% 0 Timeline RZV 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: 15,841 shares; 2024Q4: 15,939 shares; 2025Q1: 16,573 shares; 2025Q2: 5,360 shares; 2025Q3: 4,165 shares; 2025Q4: 3,830 shares; 2026Q1: 3,826 shares 3,826 $476K 0.1% -4 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: 2,291 shares; 2024Q4: 2,527 shares; 2025Q1: 2,593 shares; 2025Q2: 2,695 shares; 2025Q3: 2,389 shares; 2025Q4: 1,491 shares; 2026Q1: 1,451 shares 1,451 $468K 0.1% -40 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 4,749 shares; 2025Q1: 5,054 shares; 2025Q2: 5,580 shares; 2025Q3: 4,630 shares; 2025Q4: 2,760 shares; 2026Q1: 2,697 shares 2,697 $466K 0.1% -63 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 493 shares; 2025Q1: 414 shares; 2025Q2: 402 shares; 2025Q3: 396 shares; 2025Q4: 435 shares; 2026Q1: 700 shares 700 $455K 0.1% +265 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 6,827 shares; 2025Q1: 8,391 shares; 2025Q2: 8,614 shares; 2025Q3: 7,398 shares; 2025Q4: 4,134 shares; 2026Q1: 4,848 shares 4,848 $437K 0.1% +714 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 266 shares; 2025Q1: 264 shares; 2025Q2: 301 shares; 2025Q3: 261 shares; 2025Q4: 258 shares; 2026Q1: 249 shares 249 $431K 0.09% -9 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 17,420 shares; 2026Q1: 27,468 shares 27,468 $412K 0.09% +10,048 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: 4,264 shares; 2024Q4: 3,774 shares; 2025Q1: 3,906 shares; 2025Q2: 3,923 shares; 2025Q3: 3,866 shares; 2025Q4: 3,284 shares; 2026Q1: 4,185 shares 4,185 $403K 0.09% +901 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: 18,130 shares; 2024Q4: 17,629 shares; 2025Q1: 13,237 shares; 2025Q2: 13,157 shares; 2025Q3: 13,156 shares; 2025Q4: 13,705 shares; 2026Q1: 13,805 shares 13,805 $400K 0.09% +100 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares; 2026Q1: 6,946 shares 6,946 $396K 0.09% -33 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,885 shares; 2024Q4: 35,016 shares; 2025Q1: 34,849 shares; 2025Q2: 34,780 shares; 2025Q3: 34,781 shares; 2025Q4: 34,783 shares; 2026Q1: 34,784 shares 34,784 $388K 0.09% +1 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 7,820 shares; 2025Q1: 9,144 shares; 2025Q2: 9,728 shares; 2025Q3: 8,821 shares; 2025Q4: 4,092 shares; 2026Q1: 4,954 shares 4,954 $387K 0.09% +862 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,479 shares; 2025Q3: 3,009 shares; 2025Q4: 3,998 shares; 2026Q1: 4,367 shares 4,367 $386K 0.09% +369 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 14,241 shares; 2025Q1: 15,781 shares; 2025Q2: 15,969 shares; 2025Q3: 13,480 shares; 2025Q4: 7,993 shares; 2026Q1: 7,575 shares 7,575 $384K 0.08% -418 Timeline SPYV 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: 8,081 shares; 2024Q4: 6,761 shares; 2025Q1: 6,685 shares; 2025Q2: 6,685 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,396 shares 6,396 $362K 0.08% -4 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: 4,785 shares; 2024Q4: 4,240 shares; 2025Q1: 4,150 shares; 2025Q2: 4,173 shares; 2025Q3: 4,046 shares; 2025Q4: 4,024 shares; 2026Q1: 3,956 shares 3,956 $358K 0.08% -68 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 14,460 shares; 2025Q1: 14,444 shares; 2025Q2: 14,444 shares; 2025Q3: 14,444 shares; 2025Q4: 14,444 shares; 2026Q1: 14,444 shares 14,444 $357K 0.08% 0 Timeline SPLB 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: 487,400 shares; 2024Q4: 54,022 shares; 2025Q1: 19,805 shares; 2025Q2: 17,428 shares; 2025Q3: 15,991 shares; 2025Q4: 15,991 shares; 2026Q1: 15,862 shares 15,862 $352K 0.08% -129 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 18,154 shares; 2026Q1: 18,016 shares 18,016 $352K 0.08% -138 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 16,492 shares; 2025Q1: 18,122 shares; 2025Q2: 18,124 shares; 2025Q3: 15,351 shares; 2025Q4: 9,238 shares; 2026Q1: 8,993 shares 8,993 $344K 0.08% -245 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: 3,242 shares; 2024Q4: 2,520 shares; 2025Q1: 2,525 shares; 2025Q2: 1,535 shares; 2025Q3: 1,540 shares; 2025Q4: 1,404 shares; 2026Q1: 1,945 shares 1,945 $339K 0.07% +541 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares 3,589 $329K 0.07% 0 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: 848 shares; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 942 shares; 2026Q1: 1,380 shares 1,380 $326K 0.07% +438 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 989 shares 989 $319K 0.07% -45 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 6,329 shares 6,329 $311K 0.07% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 5,313 shares; 2025Q4: 5,423 shares; 2026Q1: 5,421 shares 5,421 $305K 0.07% -2 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $302K 0.07% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,908 shares; 2025Q3: 2,405 shares; 2025Q4: 2,258 shares; 2026Q1: 2,033 shares 2,033 $301K 0.07% -225 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: 15,291 shares; 2024Q4: 15,134 shares; 2025Q1: 15,127 shares; 2025Q2: 15,406 shares; 2025Q3: 15,364 shares; 2025Q4: 10,534 shares; 2026Q1: 10,566 shares 10,566 $297K 0.07% +32 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: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 930 shares 930 $288K 0.06% +20 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 18,598 shares; 2025Q1: 18,598 shares; 2025Q2: 18,433 shares; 2025Q3: 18,433 shares; 2025Q4: 15,142 shares; 2026Q1: 15,142 shares 15,142 $286K 0.06% 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: 7,046 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,546 shares; 2025Q3: 5,699 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares 5,599 $283K 0.06% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: not reported; 2025Q1: 4,828 shares; 2025Q2: 4,506 shares; 2025Q3: 3,961 shares; 2025Q4: 3,801 shares; 2026Q1: 3,801 shares 3,801 $280K 0.06% 0 Timeline THNQ 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: 3,151 shares; 2026Q1: 4,723 shares 4,723 $279K 0.06% +1,572 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: 914 shares; 2024Q4: 593 shares; 2025Q1: 481 shares; 2025Q2: 539 shares; 2025Q3: 446 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $277K 0.06% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares; 2026Q1: 5,900 shares 5,900 $275K 0.06% +1,951 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,243 shares; 2026Q1: 9,451 shares 9,451 $275K 0.06% -2,792 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: 380 shares; 2024Q4: 355 shares; 2025Q1: 617 shares; 2025Q2: 551 shares; 2025Q3: 547 shares; 2025Q4: 530 shares; 2026Q1: 472 shares 472 $270K 0.06% -58 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,039 shares 2,039 $253K 0.06% +20 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,861 shares; 2025Q4: 2,857 shares; 2026Q1: 2,855 shares 2,855 $253K 0.06% -2 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: 26,233 shares; 2025Q3: 26,233 shares; 2025Q4: 26,233 shares; 2026Q1: 26,233 shares 26,233 $245K 0.05% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,788 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,147 shares; 2025Q4: 2,070 shares; 2026Q1: 2,030 shares 2,030 $243K 0.05% -40 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: 706 shares; 2024Q4: 569 shares; 2025Q1: 605 shares; 2025Q2: 589 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 738 shares 738 $243K 0.05% +99 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,082 shares 2,082 $239K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,619 shares 1,619 $237K 0.05% +329 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 12,245 shares 12,245 $231K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878 $231K 0.05% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares 1,589 $230K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,356 shares 2,356 $229K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $222K 0.05% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,606 shares 19,606 $217K 0.05% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,608 shares 5,608 $215K 0.05% new 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: 8,808 shares; 2024Q4: 5,227 shares; 2025Q1: 4,913 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 4,503 shares; 2026Q1: 4,413 shares 4,413 $215K 0.05% -90 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,764 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares; 2025Q4: not reported; 2026Q1: 2,687 shares 2,687 $213K 0.05% new Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,503 shares 9,503 $208K 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,300 shares 1,300 $208K 0.05% -37 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 20,408 shares; 2025Q4: 20,101 shares; 2026Q1: 19,857 shares 19,857 $179K 0.04% -244 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 15,906 shares; 2025Q1: 15,906 shares; 2025Q2: 15,906 shares; 2025Q3: 15,906 shares; 2025Q4: 15,906 shares; 2026Q1: 15,906 shares 15,906 $166K 0.04% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,611 shares 13,611 $112K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,585 shares; 2026Q1: 20,562 shares 20,562 $106K 0.02% +6,977 Timeline AI C3 AI INC More: the full row for C3 AI 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: 10,685 shares 10,685 $90K 0.02% new Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 21,260 shares; 2025Q1: 24,627 shares; 2025Q2: 25,908 shares; 2025Q3: 22,639 shares; 2025Q4: 12,246 shares; 2026Q1: 13,579 shares 13,579 $89.2K 0.02% +1,333 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,824 shares 12,824 $88.1K 0.02% new Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,388 shares; 2024Q4: 43,388 shares; 2025Q1: 43,388 shares; 2025Q2: 43,388 shares; 2025Q3: 43,388 shares; 2025Q4: 43,388 shares; 2026Q1: 43,388 shares 43,388 $88.1K 0.02% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,002 shares 14,002 $77.2K 0.02% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,037 shares 11,037 $75.8K 0.02% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 10,242 shares; 2025Q1: 10,242 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares; 2025Q4: 10,143 shares; 2026Q1: 10,143 shares 10,143 $44.8K 0.01% 0 Timeline