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: 59,462 shares; 2024Q4: 65,563 shares; 2025Q1: 63,491 shares; 2025Q2: 62,338 shares; 2025Q3: 66,353 shares; 2025Q4: 70,177 shares; 2026Q1: 74,581 shares 74,581 $18.9M 4.77% +4,404 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: 20,217 shares; 2024Q4: 21,874 shares; 2025Q1: 22,349 shares; 2025Q2: 12,911 shares; 2025Q3: 13,243 shares; 2025Q4: 15,824 shares; 2026Q1: 23,956 shares 23,956 $15.6M 3.94% +8,132 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: 11,796 shares; 2024Q4: 13,669 shares; 2025Q1: 21,419 shares; 2025Q2: 28,925 shares; 2025Q3: 31,925 shares; 2025Q4: 53,743 shares; 2026Q1: 55,110 shares 55,110 $11.6M 2.93% +1,367 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,565 shares; 2024Q4: 38,511 shares; 2025Q1: 38,797 shares; 2025Q2: 41,309 shares; 2025Q3: 41,882 shares; 2025Q4: 45,138 shares; 2026Q1: 65,518 shares 65,518 $11.4M 2.88% +20,380 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: 48,103 shares; 2024Q4: 53,126 shares; 2025Q1: 62,015 shares; 2025Q2: 64,188 shares; 2025Q3: 64,681 shares; 2025Q4: 77,369 shares; 2026Q1: 91,083 shares 91,083 $10.3M 2.59% +13,714 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: 24,748 shares; 2024Q4: 28,162 shares; 2025Q1: 42,797 shares; 2025Q2: 85,779 shares; 2025Q3: 94,270 shares; 2025Q4: 140,637 shares; 2026Q1: 147,108 shares 147,108 $10.3M 2.58% +6,471 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,251 shares; 2024Q4: 91,549 shares; 2025Q1: 106,876 shares; 2025Q2: 122,064 shares; 2025Q3: 155,055 shares; 2025Q4: 185,633 shares; 2026Q1: 174,352 shares 174,352 $10.1M 2.55% -11,281 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: 174,042 shares; 2024Q4: 159,420 shares; 2025Q1: 166,172 shares; 2025Q2: 173,821 shares; 2025Q3: 159,522 shares; 2025Q4: 176,757 shares; 2026Q1: 204,563 shares 204,563 $9.45M 2.38% +27,806 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,465 shares; 2024Q4: 303,912 shares; 2025Q1: 245,629 shares; 2025Q2: 250,672 shares; 2025Q3: 258,428 shares; 2025Q4: 253,138 shares; 2026Q1: 264,029 shares 264,029 $8.92M 2.25% +10,891 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: 16,026 shares; 2024Q4: 15,544 shares; 2025Q1: 15,985 shares; 2025Q2: 15,766 shares; 2025Q3: 16,393 shares; 2025Q4: 15,302 shares; 2026Q1: 14,745 shares 14,745 $8.44M 2.12% -557 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,130 shares; 2024Q4: 236,892 shares; 2025Q1: 209,560 shares; 2025Q2: 195,132 shares; 2025Q3: 195,178 shares; 2025Q4: 181,160 shares; 2026Q1: 189,770 shares 189,770 $8.27M 2.08% +8,610 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: 63,706 shares; 2024Q4: 77,557 shares; 2025Q1: 66,917 shares; 2025Q2: 115,617 shares; 2025Q3: 98,315 shares; 2025Q4: 101,982 shares; 2026Q1: 110,709 shares 110,709 $8.23M 2.07% +8,727 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,020 shares; 2024Q4: 102,650 shares; 2025Q1: 109,984 shares; 2025Q2: 116,759 shares; 2025Q3: 118,959 shares; 2025Q4: 126,484 shares; 2026Q1: 135,888 shares 135,888 $8.12M 2.05% +9,404 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: 28,874 shares; 2024Q4: 30,754 shares; 2025Q1: 30,055 shares; 2025Q2: 29,844 shares; 2025Q3: 29,951 shares; 2025Q4: 34,589 shares; 2026Q1: 33,190 shares 33,190 $6.91M 1.74% -1,399 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,460 shares; 2024Q4: 221,200 shares; 2025Q1: 219,668 shares; 2025Q2: 221,001 shares; 2025Q3: 228,098 shares; 2025Q4: 240,729 shares; 2026Q1: 263,194 shares 263,194 $6.52M 1.64% +22,465 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,029 shares; 2024Q4: 40,092 shares; 2025Q1: 38,769 shares; 2025Q2: 37,326 shares; 2025Q3: 35,575 shares; 2025Q4: 34,807 shares; 2026Q1: 35,067 shares 35,067 $5.57M 1.4% +260 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: 12,637 shares; 2024Q4: 12,710 shares; 2025Q1: 11,992 shares; 2025Q2: 12,420 shares; 2025Q3: 12,545 shares; 2025Q4: 14,720 shares; 2026Q1: 14,516 shares 14,516 $5.37M 1.35% -204 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,784 shares; 2025Q1: 3,141 shares; 2025Q2: 3,393 shares; 2025Q3: 3,474 shares; 2025Q4: 7,297 shares; 2026Q1: 8,927 shares 8,927 $5.33M 1.34% +1,630 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: 7,791 shares; 2024Q4: 7,444 shares; 2025Q1: 7,075 shares; 2025Q2: 6,822 shares; 2025Q3: 7,162 shares; 2025Q4: 8,205 shares; 2026Q1: 8,187 shares 8,187 $5.32M 1.34% -18 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: 25,826 shares; 2024Q4: 29,526 shares; 2025Q1: 37,135 shares; 2025Q2: 44,081 shares; 2025Q3: 39,683 shares; 2025Q4: 24,217 shares; 2026Q1: 26,161 shares 26,161 $5.02M 1.26% +1,944 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,438 shares; 2025Q3: 102,411 shares; 2025Q4: 130,884 shares; 2026Q1: 152,097 shares 152,097 $5.01M 1.26% +21,213 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,052 shares; 2024Q4: 41,406 shares; 2025Q1: 24,483 shares; 2025Q2: 26,665 shares; 2025Q3: 5,572 shares; 2025Q4: not reported; 2026Q1: 44,429 shares 44,429 $4.95M 1.25% new 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: 325,984 shares; 2024Q4: 317,333 shares; 2025Q1: 297,345 shares; 2025Q2: 298,370 shares; 2025Q3: 295,398 shares; 2025Q4: 276,703 shares; 2026Q1: 265,721 shares 265,721 $4.72M 1.19% -10,982 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,128 shares; 2024Q4: 73,371 shares; 2025Q1: 72,164 shares; 2025Q2: 70,633 shares; 2025Q3: 70,822 shares; 2025Q4: 69,939 shares; 2026Q1: 74,503 shares 74,503 $4.67M 1.18% +4,564 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: 9,710 shares; 2024Q4: 9,807 shares; 2025Q1: 8,292 shares; 2025Q2: 7,842 shares; 2025Q3: 7,690 shares; 2025Q4: 7,991 shares; 2026Q1: 7,965 shares 7,965 $4.6M 1.16% -26 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,291 shares; 2025Q3: 89,328 shares; 2025Q4: 106,317 shares; 2026Q1: 126,436 shares 126,436 $4.58M 1.15% +20,119 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: 12,048 shares; 2024Q4: 12,455 shares; 2025Q1: 11,988 shares; 2025Q2: 11,955 shares; 2025Q3: 13,576 shares; 2025Q4: 16,086 shares; 2026Q1: 15,362 shares 15,362 $4.41M 1.11% -724 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,181 shares; 2025Q1: 7,332 shares; 2025Q2: 8,295 shares; 2025Q3: 8,855 shares; 2025Q4: 14,948 shares; 2026Q1: 18,145 shares 18,145 $4.35M 1.1% +3,197 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,695 shares; 2025Q2: 19,983 shares; 2025Q3: 28,782 shares; 2025Q4: 33,038 shares; 2026Q1: 41,813 shares 41,813 $4.21M 1.06% +8,775 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,690 shares; 2024Q4: 61,558 shares; 2025Q1: 10,769 shares; 2025Q2: 44,321 shares; 2025Q3: 47,138 shares; 2025Q4: 79,154 shares; 2026Q1: 177,525 shares 177,525 $4.07M 1.02% +98,371 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,347 shares; 2024Q4: 98,759 shares; 2025Q1: 94,155 shares; 2025Q2: 96,488 shares; 2025Q3: 96,659 shares; 2025Q4: 98,327 shares; 2026Q1: 103,806 shares 103,806 $3.67M 0.92% +5,479 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,960 shares 108,960 $3.57M 0.9% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,512 shares 82,512 $3.39M 0.85% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 10,361 shares; 2025Q1: 9,712 shares; 2025Q2: 9,572 shares; 2025Q3: 10,052 shares; 2025Q4: 11,484 shares; 2026Q1: 11,555 shares 11,555 $3.32M 0.84% +71 Timeline ACWX 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: 16,720 shares; 2024Q4: 24,866 shares; 2025Q1: 25,127 shares; 2025Q2: 26,040 shares; 2025Q3: 26,138 shares; 2025Q4: 38,234 shares; 2026Q1: 43,258 shares 43,258 $2.96M 0.75% +5,024 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: 9,062 shares; 2024Q4: 9,101 shares; 2025Q1: 9,028 shares; 2025Q2: 6,219 shares; 2025Q3: 6,248 shares; 2025Q4: 7,929 shares; 2026Q1: 7,660 shares 7,660 $2.85M 0.72% -269 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 50,208 shares; 2025Q1: 51,020 shares; 2025Q2: 50,086 shares; 2025Q3: 53,992 shares; 2025Q4: 55,170 shares; 2026Q1: 132,222 shares 132,222 $2.74M 0.69% +77,052 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: 17,141 shares; 2024Q4: 19,504 shares; 2025Q1: 13,358 shares; 2025Q2: 17,646 shares; 2025Q3: 21,430 shares; 2025Q4: 32,763 shares; 2026Q1: 34,646 shares 34,646 $2.67M 0.67% +1,883 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,202 shares; 2024Q4: 16,198 shares; 2025Q1: 14,814 shares; 2025Q2: 13,815 shares; 2025Q3: 13,647 shares; 2025Q4: 12,819 shares; 2026Q1: 11,325 shares 11,325 $2.65M 0.67% -1,494 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,658 shares; 2025Q2: 3,409 shares; 2025Q3: 3,819 shares; 2025Q4: 6,658 shares; 2026Q1: 8,006 shares 8,006 $2.57M 0.65% +1,348 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,156 shares; 2024Q4: 19,678 shares; 2025Q1: 15,816 shares; 2025Q2: 16,329 shares; 2025Q3: 18,777 shares; 2025Q4: 23,384 shares; 2026Q1: 26,658 shares 26,658 $2.53M 0.64% +3,274 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 35,053 shares; 2025Q1: 31,801 shares; 2025Q2: 33,621 shares; 2025Q3: 33,698 shares; 2025Q4: 33,401 shares; 2026Q1: 36,564 shares 36,564 $2.5M 0.63% +3,163 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 14,261 shares; 2025Q1: 20,019 shares; 2025Q2: 20,870 shares; 2025Q3: 20,647 shares; 2025Q4: 30,011 shares; 2026Q1: 32,132 shares 32,132 $2.46M 0.62% +2,121 Timeline JIRE 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: 83 shares; 2025Q3: not reported; 2025Q4: 11,761 shares; 2026Q1: 30,993 shares 30,993 $2.35M 0.59% +19,232 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,963 shares; 2025Q3: 32,322 shares; 2025Q4: 37,223 shares; 2026Q1: 45,838 shares 45,838 $2.29M 0.58% +8,615 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,139 shares; 2026Q1: 49,139 shares 49,139 $2.29M 0.58% 0 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: 1,756 shares; 2024Q4: 781 shares; 2025Q1: 4,696 shares; 2025Q2: 5,036 shares; 2025Q3: 5,020 shares; 2025Q4: 4,792 shares; 2026Q1: 5,127 shares 5,127 $2.19M 0.55% +335 Timeline FPXI 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: 55,771 shares; 2024Q4: 47,854 shares; 2025Q1: 40,318 shares; 2025Q2: 39,022 shares; 2025Q3: 38,102 shares; 2025Q4: 35,217 shares; 2026Q1: 35,265 shares 35,265 $2.18M 0.55% +48 Timeline FTSL 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: 59,804 shares; 2024Q4: 60,539 shares; 2025Q1: 38,714 shares; 2025Q2: 53,273 shares; 2025Q3: 51,356 shares; 2025Q4: 49,056 shares; 2026Q1: 46,551 shares 46,551 $2.09M 0.53% -2,505 Timeline BBUS 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: 7,092 shares; 2024Q4: 13,148 shares; 2025Q1: 15,607 shares; 2025Q2: 16,058 shares; 2025Q3: 15,262 shares; 2025Q4: 15,765 shares; 2026Q1: 15,767 shares 15,767 $1.85M 0.47% +2 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: 3,816 shares; 2024Q4: 4,401 shares; 2025Q1: 4,428 shares; 2025Q2: 4,871 shares; 2025Q3: 4,848 shares; 2025Q4: 5,485 shares; 2026Q1: 5,730 shares 5,730 $1.77M 0.45% +245 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: 2,665 shares; 2024Q4: 2,932 shares; 2025Q1: 2,994 shares; 2025Q2: 2,933 shares; 2025Q3: 2,968 shares; 2025Q4: 3,386 shares; 2026Q1: 3,434 shares 3,434 $1.65M 0.41% +48 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,906 shares; 2025Q1: 5,270 shares; 2025Q2: 5,746 shares; 2025Q3: 5,789 shares; 2025Q4: 6,441 shares; 2026Q1: 6,606 shares 6,606 $1.57M 0.4% +165 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: 3,035 shares; 2024Q4: 3,345 shares; 2025Q1: 3,547 shares; 2025Q2: 4,550 shares; 2025Q3: 5,081 shares; 2025Q4: 5,359 shares; 2026Q1: 5,361 shares 5,361 $1.54M 0.39% +2 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,675 shares; 2024Q4: 18,454 shares; 2025Q1: 19,819 shares; 2025Q2: 20,636 shares; 2025Q3: 24,462 shares; 2025Q4: 30,889 shares; 2026Q1: 29,424 shares 29,424 $1.53M 0.38% -1,465 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 20,712 shares; 2025Q1: 19,148 shares; 2025Q2: 24,761 shares; 2025Q3: 25,583 shares; 2025Q4: 36,407 shares; 2026Q1: 35,228 shares 35,228 $1.46M 0.37% -1,179 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: not reported; 2024Q4: not reported; 2025Q1: 7,991 shares; 2025Q2: 8,630 shares; 2025Q3: 8,717 shares; 2025Q4: 6,592 shares; 2026Q1: 6,784 shares 6,784 $1.45M 0.37% +192 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: 12,142 shares; 2024Q4: 14,470 shares; 2025Q1: 8,771 shares; 2025Q2: 17,439 shares; 2025Q3: 11,339 shares; 2025Q4: 17,286 shares; 2026Q1: 19,431 shares 19,431 $1.43M 0.36% +2,145 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,239 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,685 shares 35,685 $1.41M 0.35% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,352 shares; 2025Q1: 21,463 shares; 2025Q2: 17,609 shares; 2025Q3: 27,631 shares; 2025Q4: 30,709 shares; 2026Q1: 14,729 shares 14,729 $1.3M 0.33% -15,980 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,569 shares; 2026Q1: 25,569 shares 25,569 $1.29M 0.32% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,572 shares; 2025Q1: 10,083 shares; 2025Q2: 10,511 shares; 2025Q3: 10,682 shares; 2025Q4: 17,290 shares; 2026Q1: 17,259 shares 17,259 $1.24M 0.31% -31 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 32,004 shares; 2025Q1: 27,343 shares; 2025Q2: 27,148 shares; 2025Q3: 27,233 shares; 2025Q4: 27,296 shares; 2026Q1: 27,082 shares 27,082 $1.24M 0.31% -214 Timeline JGRO 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: 3,688 shares; 2025Q1: 8,761 shares; 2025Q2: 8,946 shares; 2025Q3: 8,238 shares; 2025Q4: 12,410 shares; 2026Q1: 13,547 shares 13,547 $1.14M 0.29% +1,137 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,339 shares; 2024Q4: 12,522 shares; 2025Q1: 11,892 shares; 2025Q2: 11,909 shares; 2025Q3: 11,459 shares; 2025Q4: 10,518 shares; 2026Q1: 10,447 shares 10,447 $1.14M 0.29% -71 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: 735 shares; 2024Q4: 782 shares; 2025Q1: 828 shares; 2025Q2: 1,078 shares; 2025Q3: 1,052 shares; 2025Q4: 1,202 shares; 2026Q1: 1,236 shares 1,236 $1.14M 0.29% +34 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,619 shares; 2025Q1: 8,678 shares; 2025Q2: 8,220 shares; 2025Q3: 8,252 shares; 2025Q4: 9,316 shares; 2026Q1: 20,042 shares 20,042 $1.08M 0.27% +10,726 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: 5,338 shares; 2024Q4: 5,753 shares; 2025Q1: 5,037 shares; 2025Q2: 5,053 shares; 2025Q3: 4,343 shares; 2025Q4: 4,027 shares; 2026Q1: 4,064 shares 4,064 $1.06M 0.27% +37 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,943 shares; 2024Q4: 18,053 shares; 2025Q1: 15,272 shares; 2025Q2: 14,571 shares; 2025Q3: 14,241 shares; 2025Q4: 11,539 shares; 2026Q1: 11,349 shares 11,349 $1.05M 0.27% -190 Timeline ILCG 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: 6,546 shares; 2025Q3: 6,568 shares; 2025Q4: 10,426 shares; 2026Q1: 10,931 shares 10,931 $1.04M 0.26% +505 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 24,108 shares; 2025Q1: 24,511 shares; 2025Q2: 24,243 shares; 2025Q3: 26,029 shares; 2025Q4: 25,166 shares; 2026Q1: 51,907 shares 51,907 $983K 0.25% +26,741 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 13,945 shares; 2025Q1: 9,051 shares; 2025Q2: 13,188 shares; 2025Q3: 13,653 shares; 2025Q4: 30,568 shares; 2026Q1: 33,447 shares 33,447 $937K 0.24% +2,879 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: 4,573 shares; 2024Q4: 4,232 shares; 2025Q1: 4,555 shares; 2025Q2: 4,571 shares; 2025Q3: 4,458 shares; 2025Q4: 4,800 shares; 2026Q1: 4,598 shares 4,598 $935K 0.24% -202 Timeline JCPB 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: 4,489 shares; 2024Q4: 7,733 shares; 2025Q1: 9,975 shares; 2025Q2: 10,990 shares; 2025Q3: 12,329 shares; 2025Q4: 19,616 shares; 2026Q1: 19,381 shares 19,381 $912K 0.23% -235 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,215 shares; 2025Q1: 8,890 shares; 2025Q2: 9,836 shares; 2025Q3: 11,009 shares; 2025Q4: 17,314 shares; 2026Q1: 16,853 shares 16,853 $906K 0.23% -461 Timeline FPEI 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: 53,317 shares; 2024Q4: 53,928 shares; 2025Q1: 51,549 shares; 2025Q2: 50,610 shares; 2025Q3: 48,768 shares; 2025Q4: 44,535 shares; 2026Q1: 44,190 shares 44,190 $840K 0.21% -345 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 904 shares; 2025Q3: 899 shares; 2025Q4: 920 shares; 2026Q1: 929 shares 929 $804K 0.2% +9 Timeline VONE 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: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,692 shares 2,692 $794K 0.2% -16 Timeline CALF 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: 22,805 shares; 2024Q4: 25,719 shares; 2025Q1: 21,052 shares; 2025Q2: 20,985 shares; 2025Q3: 20,665 shares; 2025Q4: 17,826 shares; 2026Q1: 17,533 shares 17,533 $787K 0.2% -293 Timeline FTXL 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,608 shares; 2026Q1: 5,256 shares 5,256 $775K 0.2% +648 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: 847 shares; 2025Q3: not reported; 2025Q4: 5,114 shares; 2026Q1: 3,950 shares 3,950 $767K 0.19% -1,164 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: 440 shares; 2024Q4: 462 shares; 2025Q1: 466 shares; 2025Q2: 451 shares; 2025Q3: 408 shares; 2025Q4: 803 shares; 2026Q1: 766 shares 766 $764K 0.19% -37 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 3,882 shares; 2025Q4: 5,123 shares; 2026Q1: 5,182 shares 5,182 $755K 0.19% +59 Timeline IWP 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: 3,696 shares; 2024Q4: 3,897 shares; 2025Q1: 4,162 shares; 2025Q2: 4,185 shares; 2025Q3: 4,227 shares; 2025Q4: 5,686 shares; 2026Q1: 5,883 shares 5,883 $754K 0.19% +197 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: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: not reported; 2025Q2: 3,041 shares; 2025Q3: 3,692 shares; 2025Q4: 5,509 shares; 2026Q1: 11,528 shares 11,528 $739K 0.19% +6,019 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 499 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 501 shares; 2025Q4: 507 shares; 2026Q1: 501 shares 501 $738K 0.19% -6 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: 2,124 shares; 2024Q4: 2,360 shares; 2025Q1: 2,352 shares; 2025Q2: 2,140 shares; 2025Q3: 2,204 shares; 2025Q4: 2,450 shares; 2026Q1: 2,460 shares 2,460 $724K 0.18% +10 Timeline PJIO PGIM ETF TR More: the full row for PGIM 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: 4,601 shares; 2025Q3: 7,058 shares; 2025Q4: 12,886 shares; 2026Q1: 12,967 shares 12,967 $718K 0.18% +81 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: 501 shares; 2024Q4: 502 shares; 2025Q1: 1,017 shares; 2025Q2: 1,016 shares; 2025Q3: 1,246 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $709K 0.18% 0 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: 1,764 shares; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,846 shares; 2025Q3: 1,995 shares; 2025Q4: 2,553 shares; 2026Q1: 2,767 shares 2,767 $676K 0.17% +214 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: 2,540 shares; 2024Q4: 2,592 shares; 2025Q1: 2,568 shares; 2025Q2: 2,891 shares; 2025Q3: 2,858 shares; 2025Q4: 2,984 shares; 2026Q1: 3,078 shares 3,078 $669K 0.17% +94 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: 872 shares; 2024Q4: 811 shares; 2025Q1: 741 shares; 2025Q2: 595 shares; 2025Q3: 580 shares; 2025Q4: 6,217 shares; 2026Q1: 6,769 shares 6,769 $651K 0.16% +552 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: 3,063 shares; 2024Q4: 3,393 shares; 2025Q1: 3,395 shares; 2025Q2: 3,994 shares; 2025Q3: 4,018 shares; 2025Q4: 4,888 shares; 2026Q1: 5,067 shares 5,067 $630K 0.16% +179 Timeline ROBT 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: 4,614 shares; 2025Q1: 5,784 shares; 2025Q2: 7,990 shares; 2025Q3: 7,845 shares; 2025Q4: 10,200 shares; 2026Q1: 13,400 shares 13,400 $619K 0.16% +3,200 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,501 shares; 2025Q3: 2,516 shares; 2025Q4: 3,264 shares; 2026Q1: 3,626 shares 3,626 $615K 0.15% +362 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: 4,857 shares; 2024Q4: 4,789 shares; 2025Q1: 4,412 shares; 2025Q2: 4,251 shares; 2025Q3: 4,164 shares; 2025Q4: 3,448 shares; 2026Q1: 3,259 shares 3,259 $608K 0.15% -189 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 1,270 shares; 2025Q4: 1,254 shares; 2026Q1: 3,791 shares 3,791 $608K 0.15% +2,537 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: 1,137 shares; 2025Q3: 1,281 shares; 2025Q4: 1,557 shares; 2026Q1: 1,750 shares 1,750 $592K 0.15% +193 Timeline FID 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: 18,652 shares; 2024Q4: 22,997 shares; 2025Q1: 21,334 shares; 2025Q2: 23,491 shares; 2025Q3: 22,738 shares; 2025Q4: 26,631 shares; 2026Q1: 26,959 shares 26,959 $565K 0.14% +328 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: 21,831 shares; 2024Q4: 23,777 shares; 2025Q1: 8,821 shares; 2025Q2: 8,636 shares; 2025Q3: 8,605 shares; 2025Q4: 8,565 shares; 2026Q1: 8,250 shares 8,250 $557K 0.14% -315 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,652 shares; 2025Q2: 9,438 shares; 2025Q3: 18,595 shares; 2025Q4: 22,528 shares; 2026Q1: 1,740 shares 1,740 $553K 0.14% -20,788 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 19,429 shares; 2025Q1: 18,276 shares; 2025Q2: 15,764 shares; 2025Q3: 15,359 shares; 2025Q4: 11,764 shares; 2026Q1: 11,764 shares 11,764 $553K 0.14% 0 Timeline BBAG 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: 9,106 shares; 2024Q4: 7,860 shares; 2025Q1: 10,014 shares; 2025Q2: 11,420 shares; 2025Q3: 12,799 shares; 2025Q4: 12,228 shares; 2026Q1: 11,656 shares 11,656 $538K 0.14% -572 Timeline FAS 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: 4,531 shares 4,531 $537K 0.14% new Timeline XSHQ 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: 15,212 shares; 2024Q4: 15,059 shares; 2025Q1: 14,330 shares; 2025Q2: 13,818 shares; 2025Q3: 12,956 shares; 2025Q4: 12,756 shares; 2026Q1: 12,702 shares 12,702 $536K 0.13% -54 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: 1,447 shares; 2024Q4: 1,568 shares; 2025Q1: 1,599 shares; 2025Q2: 1,550 shares; 2025Q3: 1,626 shares; 2025Q4: 1,846 shares; 2026Q1: 1,771 shares 1,771 $535K 0.13% -75 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 1,415 shares; 2025Q2: 1,364 shares; 2025Q3: 1,378 shares; 2025Q4: 1,298 shares; 2026Q1: 1,364 shares 1,364 $532K 0.13% +66 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 26,618 shares; 2025Q1: 25,581 shares; 2025Q2: 23,943 shares; 2025Q3: 23,943 shares; 2025Q4: 21,280 shares; 2026Q1: 20,889 shares 20,889 $525K 0.13% -391 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: 1,010 shares; 2024Q4: 1,315 shares; 2025Q1: 1,485 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,560 shares; 2026Q1: 1,508 shares 1,508 $515K 0.13% -52 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,280 shares; 2025Q1: 5,750 shares; 2025Q2: 5,315 shares; 2025Q3: 5,130 shares; 2025Q4: 4,942 shares; 2026Q1: 4,934 shares 4,934 $510K 0.13% -8 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: 7,907 shares; 2024Q4: 8,967 shares; 2025Q1: 11,421 shares; 2025Q2: 11,358 shares; 2025Q3: 11,473 shares; 2025Q4: 10,232 shares; 2026Q1: 10,022 shares 10,022 $509K 0.13% -210 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,478 shares; 2025Q1: 5,684 shares; 2025Q2: 5,684 shares; 2025Q3: 5,684 shares; 2025Q4: 8,965 shares; 2026Q1: 8,379 shares 8,379 $476K 0.12% -586 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 599 shares; 2025Q1: 1,607 shares; 2025Q2: 1,297 shares; 2025Q3: 1,254 shares; 2025Q4: 1,198 shares; 2026Q1: 1,100 shares 1,100 $476K 0.12% -98 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: 5,602 shares; 2024Q4: 4,139 shares; 2025Q1: 3,463 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,015 shares; 2026Q1: 3,058 shares 3,058 $474K 0.12% +43 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,456 shares; 2025Q2: 8,128 shares; 2025Q3: not reported; 2025Q4: 11,717 shares; 2026Q1: 19,636 shares 19,636 $456K 0.11% +7,919 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,672 shares; 2025Q1: 5,600 shares; 2025Q2: 5,633 shares; 2025Q3: 5,427 shares; 2025Q4: 5,503 shares; 2026Q1: 5,488 shares 5,488 $450K 0.11% -15 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: 603 shares; 2024Q4: 1,760 shares; 2025Q1: 1,735 shares; 2025Q2: 1,467 shares; 2025Q3: 1,884 shares; 2025Q4: 1,543 shares; 2026Q1: 1,621 shares 1,621 $439K 0.11% +78 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: 465 shares; 2025Q2: 483 shares; 2025Q3: 647 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $436K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: 12,031 shares; 2025Q2: 12,544 shares; 2025Q3: 12,313 shares; 2025Q4: 12,259 shares; 2026Q1: 13,670 shares 13,670 $396K 0.1% +1,411 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,275 shares; 2025Q1: 2,114 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $388K 0.1% 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: 1,120 shares; 2024Q4: 1,133 shares; 2025Q1: 1,005 shares; 2025Q2: 1,178 shares; 2025Q3: 1,165 shares; 2025Q4: 1,217 shares; 2026Q1: 1,240 shares 1,240 $385K 0.1% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 1,131 shares 1,131 $382K 0.1% +141 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: not reported; 2024Q4: 469 shares; 2025Q1: 510 shares; 2025Q2: 618 shares; 2025Q3: 684 shares; 2025Q4: 715 shares; 2026Q1: 738 shares 738 $369K 0.09% +23 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,450 shares; 2024Q4: 106,982 shares; 2025Q1: 104,975 shares; 2025Q2: 79,713 shares; 2025Q3: 78,691 shares; 2025Q4: 78,691 shares; 2026Q1: 78,691 shares 78,691 $368K 0.09% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 518 shares 518 $367K 0.09% +48 Timeline SOXQ 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: 3,248 shares; 2025Q3: 6,006 shares; 2025Q4: 5,998 shares; 2026Q1: 6,123 shares 6,123 $366K 0.09% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,885 shares; 2025Q3: 6,144 shares; 2025Q4: 8,342 shares; 2026Q1: 6,226 shares 6,226 $352K 0.09% -2,116 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: 1,412 shares; 2024Q4: 1,486 shares; 2025Q1: 1,857 shares; 2025Q2: 2,054 shares; 2025Q3: 2,193 shares; 2025Q4: 2,640 shares; 2026Q1: 2,335 shares 2,335 $343K 0.09% -305 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: 4,057 shares; 2025Q3: 3,629 shares; 2025Q4: 3,951 shares; 2026Q1: 4,412 shares 4,412 $342K 0.09% +461 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 255 shares 255 $337K 0.08% +50 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 5,333 shares; 2025Q1: 4,708 shares; 2025Q2: 3,585 shares; 2025Q3: 3,410 shares; 2025Q4: 3,324 shares; 2026Q1: 3,601 shares 3,601 $332K 0.08% +277 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 4,776 shares 4,776 $331K 0.08% +305 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: 6,384 shares; 2024Q4: 6,523 shares; 2025Q1: 5,144 shares; 2025Q2: 2,380 shares; 2025Q3: 2,253 shares; 2025Q4: 2,041 shares; 2026Q1: 2,185 shares 2,185 $320K 0.08% +144 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,107 shares; 2025Q1: 2,246 shares; 2025Q2: 2,081 shares; 2025Q3: 1,998 shares; 2025Q4: 2,126 shares; 2026Q1: 2,177 shares 2,177 $314K 0.08% +51 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 1,512 shares 1,512 $313K 0.08% +183 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 3,680 shares; 2025Q1: 3,498 shares; 2025Q2: 3,389 shares; 2025Q3: 3,448 shares; 2025Q4: 2,896 shares; 2026Q1: 2,611 shares 2,611 $310K 0.08% -285 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,257 shares; 2024Q4: 18,841 shares; 2025Q1: 12,217 shares; 2025Q2: 11,529 shares; 2025Q3: 9,857 shares; 2025Q4: 7,707 shares; 2026Q1: 7,707 shares 7,707 $309K 0.08% 0 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: 995 shares; 2025Q3: 971 shares; 2025Q4: 1,030 shares; 2026Q1: 1,074 shares 1,074 $305K 0.08% +44 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares 2,134 $304K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 648 shares; 2025Q3: 653 shares; 2025Q4: 764 shares; 2026Q1: 850 shares 850 $303K 0.08% +86 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: not reported; 2025Q4: 3,789 shares; 2026Q1: 3,916 shares 3,916 $298K 0.07% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,480 shares; 2025Q3: 5,115 shares; 2025Q4: 5,764 shares; 2026Q1: 6,036 shares 6,036 $294K 0.07% +272 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,147 shares; 2025Q3: 2,182 shares; 2025Q4: 2,649 shares; 2026Q1: 3,020 shares 3,020 $294K 0.07% +371 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,214 shares; 2025Q3: 3,549 shares; 2025Q4: 4,131 shares; 2026Q1: 4,145 shares 4,145 $291K 0.07% +14 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares 2,856 $283K 0.07% 0 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,594 shares 8,594 $276K 0.07% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares 1,685 $276K 0.07% new Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 3,458 shares 3,458 $275K 0.07% +178 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: 644 shares; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,262 shares 1,262 $270K 0.07% +208 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 2,220 shares 2,220 $267K 0.07% +237 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 8,945 shares; 2025Q1: 9,183 shares; 2025Q2: 9,291 shares; 2025Q3: 9,253 shares; 2025Q4: 3,667 shares; 2026Q1: 3,679 shares 3,679 $265K 0.07% +12 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: 219 shares; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: 302 shares 302 $264K 0.07% +35 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 869 shares; 2025Q3: 2,797 shares; 2025Q4: 1,830 shares; 2026Q1: 1,753 shares 1,753 $263K 0.07% -77 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 2,776 shares; 2025Q4: 3,417 shares; 2026Q1: 3,248 shares 3,248 $259K 0.07% -169 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,337 shares 1,337 $258K 0.06% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,427 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $256K 0.06% 0 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: 3,560 shares; 2025Q4: 3,694 shares; 2026Q1: 3,826 shares 3,826 $250K 0.06% +132 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 997 shares; 2025Q3: 891 shares; 2025Q4: 1,006 shares; 2026Q1: 1,026 shares 1,026 $249K 0.06% +20 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: 2,639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,996 shares 1,996 $248K 0.06% +22 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares 3,166 $244K 0.06% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,155 shares; 2025Q1: 5,105 shares; 2025Q2: 4,641 shares; 2025Q3: 4,261 shares; 2025Q4: 3,885 shares; 2026Q1: 3,887 shares 3,887 $243K 0.06% +2 Timeline PWZ 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: 10,106 shares; 2025Q1: 10,106 shares; 2025Q2: 10,106 shares; 2025Q3: 10,106 shares; 2025Q4: 10,106 shares; 2026Q1: 10,106 shares 10,106 $241K 0.06% 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: 624 shares; 2024Q4: 684 shares; 2025Q1: 678 shares; 2025Q2: 815 shares; 2025Q3: 786 shares; 2025Q4: 860 shares; 2026Q1: 724 shares 724 $238K 0.06% -136 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 2,675 shares 2,675 $238K 0.06% +112 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,439 shares 1,439 $238K 0.06% +43 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: 2,885 shares; 2024Q4: 2,480 shares; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: not reported; 2025Q4: 1,649 shares; 2026Q1: 1,693 shares 1,693 $236K 0.06% +44 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 955 shares 955 $234K 0.06% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 353 shares; 2025Q1: 341 shares; 2025Q2: 352 shares; 2025Q3: 359 shares; 2025Q4: 2,204 shares; 2026Q1: 2,233 shares 2,233 $233K 0.06% +29 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,457 shares 4,457 $224K 0.06% 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: 917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares 1,370 $219K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares 946 $217K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,310 shares 1,310 $216K 0.05% -25 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 711 shares 711 $215K 0.05% +25 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: 534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,203 shares 2,203 $214K 0.05% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 6,320 shares; 2025Q1: not reported; 2025Q2: 5,347 shares; 2025Q3: 5,049 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares 5,086 $213K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $212K 0.05% 0 Timeline MISL 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: 794 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,669 shares 4,669 $209K 0.05% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 3,170 shares; 2025Q1: 3,030 shares; 2025Q2: 4,201 shares; 2025Q3: 4,200 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares 2,660 $209K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,606 shares; 2025Q1: 1,575 shares; 2025Q2: 1,386 shares; 2025Q3: 1,380 shares; 2025Q4: 1,376 shares; 2026Q1: 1,378 shares 1,378 $208K 0.05% +2 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: 2,568 shares; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 4,645 shares 4,645 $205K 0.05% +584 Timeline ILCV 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: 542 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $204K 0.05% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 172 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,556 shares 1,556 $202K 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,341 shares; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: 1,582 shares 1,582 $200K 0.05% -4 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: 315 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $198K 0.05% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,178 shares; 2025Q1: 2,155 shares; 2025Q2: 754 shares; 2025Q3: 757 shares; 2025Q4: not reported; 2026Q1: 1,132 shares 1,132 $198K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 541 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $196K 0.05% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,050 shares 1,050 $196K 0.05% +10 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,645 shares; 2025Q1: not reported; 2025Q2: 3,626 shares; 2025Q3: 2,644 shares; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $193K 0.05% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,272 shares; 2025Q3: not reported; 2025Q4: 1,531 shares; 2026Q1: 1,539 shares 1,539 $193K 0.05% +8 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: 2,399 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,130 shares; 2025Q4: 2,162 shares; 2026Q1: 1,994 shares 1,994 $192K 0.05% -168 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: not reported; 2025Q4: 1,678 shares; 2026Q1: 1,679 shares 1,679 $190K 0.05% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,243 shares 1,243 $190K 0.05% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,789 shares; 2025Q3: not reported; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares 7,625 $189K 0.05% 0 Timeline SPMO 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: 1,186 shares; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 1,671 shares 1,671 $187K 0.05% -77 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: not reported; 2024Q4: not reported; 2025Q1: 4,322 shares; 2025Q2: 3,993 shares; 2025Q3: 4,079 shares; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878 $186K 0.05% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,991 shares 1,991 $185K 0.05% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,552 shares; 2025Q4: 5,263 shares; 2026Q1: 2,277 shares 2,277 $184K 0.05% -2,986 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: 3,317 shares; 2025Q3: 3,167 shares; 2025Q4: not reported; 2026Q1: 4,688 shares 4,688 $180K 0.05% new 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: 890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $179K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $179K 0.05% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 876 shares; 2025Q1: 917 shares; 2025Q2: 926 shares; 2025Q3: 920 shares; 2025Q4: 941 shares; 2026Q1: 406 shares 406 $177K 0.04% -535 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,108 shares; 2026Q1: 896 shares 896 $177K 0.04% -212 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $176K 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $175K 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $174K 0.04% 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: not reported; 2025Q2: 2,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares 4,383 $174K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 1,881 shares; 2025Q3: 1,782 shares; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $174K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares 352 $173K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares 1,110 $172K 0.04% new Timeline FCAL 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: 13,639 shares; 2024Q4: 20,040 shares; 2025Q1: 15,002 shares; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares; 2025Q4: not reported; 2026Q1: 3,494 shares 3,494 $171K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $170K 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 11,908 shares; 2025Q1: 13,794 shares; 2025Q2: 13,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $168K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $166K 0.04% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 1,086 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares 1,996 $165K 0.04% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 792 shares; 2025Q1: 914 shares; 2025Q2: 762 shares; 2025Q3: 775 shares; 2025Q4: 966 shares; 2026Q1: 667 shares 667 $162K 0.04% -299 Timeline EMGF 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: 647 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,682 shares 2,682 $162K 0.04% 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: 1,009 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $161K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451 $161K 0.04% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,712 shares; 2025Q1: 3,043 shares; 2025Q2: 1,980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,773 shares 1,773 $161K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,060 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,206 shares 3,206 $158K 0.04% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,582 shares; 2025Q1: 4,411 shares; 2025Q2: 4,017 shares; 2025Q3: 4,000 shares; 2025Q4: 3,997 shares; 2026Q1: 1,248 shares 1,248 $157K 0.04% -2,749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $157K 0.04% new Timeline GNMA 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: 990 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,513 shares 3,513 $156K 0.04% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,179 shares 2,179 $154K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares 1,088 $154K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,363 shares 5,363 $151K 0.04% new Timeline FDNI 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: 12,523 shares; 2024Q4: 10,209 shares; 2025Q1: 7,327 shares; 2025Q2: 6,363 shares; 2025Q3: 6,122 shares; 2025Q4: not reported; 2026Q1: 5,350 shares 5,350 $146K 0.04% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares 657 $141K 0.04% new Timeline EUSB 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: 1,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $141K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $140K 0.04% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 20,034 shares; 2025Q1: not reported; 2025Q2: 10,181 shares; 2025Q3: 7,709 shares; 2025Q4: not reported; 2026Q1: 5,936 shares 5,936 $138K 0.03% new Timeline FRI 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: 7,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,852 shares 4,852 $138K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $133K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares 674 $132K 0.03% new Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,228 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,439 shares 4,439 $132K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $132K 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $131K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 510 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares 658 $130K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $129K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320 $127K 0.03% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,927 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,439 shares 7,439 $126K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares 315 $125K 0.03% new 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: not reported; 2025Q2: 306 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $125K 0.03% new 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: 692 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918 shares 918 $125K 0.03% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,702 shares 2,702 $124K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $124K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $123K 0.03% new 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: 1,112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $123K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares 219 $123K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $123K 0.03% new Timeline EAGG 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: 1,861 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,566 shares 2,566 $122K 0.03% new Timeline FXH 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: 1,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,111 shares 1,111 $122K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,533 shares 2,533 $122K 0.03% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,709 shares; 2025Q1: not reported; 2025Q2: 2,363 shares; 2025Q3: 2,428 shares; 2025Q4: not reported; 2026Q1: 1,797 shares 1,797 $121K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 7,513 shares; 2025Q4: 9,376 shares; 2026Q1: 555 shares 555 $121K 0.03% -8,821 Timeline SPGI S&P GLOBAL INC More: the full row for S&P 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: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $121K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,833 shares 1,833 $121K 0.03% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,711 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,196 shares 5,196 $120K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $119K 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394 $118K 0.03% new Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP 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: 8,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,318 shares 7,318 $117K 0.03% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,944 shares 4,944 $117K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,216 shares 1,216 $116K 0.03% new 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: 282 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429 shares 429 $116K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $116K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $115K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,221 shares 1,221 $115K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464 $115K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares 1,869 $114K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479 shares 479 $113K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $112K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares 860 $111K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares 555 $110K 0.03% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares 1,871 $109K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares 333 $109K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares 233 $108K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $107K 0.03% new Timeline DSI 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: 1,151 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $107K 0.03% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,451 shares 9,451 $107K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $107K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares 255 $106K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $106K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117 $105K 0.03% new Timeline XTEN 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: 467 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares 2,274 $104K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares 523 $104K 0.03% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is 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: 2,525 shares 2,525 $103K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $103K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 10,154 shares; 2025Q1: not reported; 2025Q2: 1,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,184 shares 1,184 $103K 0.03% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $102K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares 438 $101K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: 224 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306 shares 306 $99.9K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $99.5K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $99.4K 0.03% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares 1,363 $99.1K 0.02% new Timeline GSK GSK PLC More: the full row for GSK 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: 665 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares 1,793 $99K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $98.7K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 238 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $97.6K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: not reported; 2025Q4: 1,284 shares; 2026Q1: 773 shares 773 $97K 0.02% -511 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares 615 $96.8K 0.02% new Timeline IFRA 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: 10,354 shares; 2024Q4: 11,569 shares; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $96.5K 0.02% new Timeline JEMA 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: 1,637 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,833 shares 1,833 $95.4K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 569 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 804 shares 804 $95.3K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares 722 $94.5K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,080 shares 3,080 $94.5K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170 $93.3K 0.02% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896 shares 896 $91.7K 0.02% new Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,241 shares 4,241 $91.1K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046 $90.6K 0.02% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 6,371 shares; 2025Q1: 7,819 shares; 2025Q2: 8,044 shares; 2025Q3: 7,830 shares; 2025Q4: not reported; 2026Q1: 3,307 shares 3,307 $90.3K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $88.4K 0.02% new Timeline USXF 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: 2,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $88.3K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,051 shares 4,051 $87.7K 0.02% new Timeline BP BP PLC More: the full row for BP 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: 907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares 1,822 $85.6K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares 311 $85.5K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares 141 $85.4K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403 $85.2K 0.02% new Timeline AGGM 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: 130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares 816 $85K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258 $84.8K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 2,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,276 shares 4,276 $84.5K 0.02% new Timeline JQUA 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: 1,369 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,369 shares 1,369 $83.9K 0.02% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares 1,030 $82.5K 0.02% new Timeline RMD RESMED INC More: the full row for RESMED 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: 317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365 shares 365 $81.9K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503 shares 503 $81.4K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares 208 $80.8K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288 shares 288 $80.6K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878 $79.9K 0.02% new 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: 1,084 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares 1,405 $79.8K 0.02% new Timeline ESGE 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: 1,682 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares 1,754 $79.7K 0.02% new 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: 3,981 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $78.9K 0.02% new Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,237 shares 3,237 $78.7K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841 shares 841 $77.6K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $76.3K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $75.5K 0.02% new 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: not reported; 2026Q1: 1,322 shares 1,322 $75.3K 0.02% new Timeline FDD 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: 4,216 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,216 shares 4,216 $75.1K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,282 shares; 2025Q1: 1,339 shares; 2025Q2: 370 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411 shares 411 $75.1K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $74.8K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $74.1K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 863 shares 863 $73.6K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & 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: 723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $72.6K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares 348 $72.4K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares 657 $72.1K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329 shares 329 $72.1K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 102 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares 152 $71.9K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,748 shares 1,748 $71.8K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 171 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $71.4K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 427 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares 486 $71.3K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares 416 $71.2K 0.02% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,627 shares 1,627 $70.7K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 61 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares 72 $70.6K 0.02% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $70.5K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536 shares 536 $70.2K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $70K 0.02% new 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: 377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 533 shares 533 $69.9K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $69.4K 0.02% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 578 shares 578 $69K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $68.5K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,370 shares 2,370 $68K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $67.6K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 496 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $67.5K 0.02% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331 shares 331 $67.5K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906 shares 906 $67.5K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,314 shares 2,314 $67.4K 0.02% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $67.4K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,005 shares 2,005 $67.2K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares 742 $67.1K 0.02% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares 2,605 $66.8K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229 $66.7K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $66.7K 0.02% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,623 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares 1,623 $66.2K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211 shares 211 $66.2K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares 89 $65.7K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares 871 $65.4K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 408 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781 $65.4K 0.02% new Timeline BBHY 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: 1,334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,423 shares 1,423 $65.2K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $65.1K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $65K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares 1,427 $64.5K 0.02% new Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164 $64.4K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $64K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,249 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,084 shares 3,084 $63.8K 0.02% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,927 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,404 shares 3,404 $63K 0.02% new Timeline FXO 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: 1,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $63K 0.02% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 91 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $62.8K 0.02% new 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: 998 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares 998 $62.5K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461 shares 461 $62.3K 0.02% new 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: 846 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,020 shares 1,020 $62.3K 0.02% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $61.8K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares 395 $61.4K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $61.4K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $60.9K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 1,072 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,206 shares 2,206 $60.6K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $60.2K 0.02% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares 1,812 $60.2K 0.02% new Timeline LEGR 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: 1,031 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares 1,031 $59.6K 0.01% new Timeline SNPE DBX ETF TR More: the full row for DBX 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: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $59.5K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares 343 $59.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $59.3K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares 815 $59.1K 0.01% new Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares 2,052 $58.4K 0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $58.3K 0.01% new Timeline EQT EQT CORP More: the full row for EQT 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: 699 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 915 shares 915 $58.2K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,310 shares 2,310 $58K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769 shares 769 $57.8K 0.01% new Timeline FINX 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: 3,593 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,484 shares 2,484 $57.4K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares 231 $57.3K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273 $56.6K 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares 1,160 $56.5K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares 116 $56.2K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares 277 $56.2K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares 599 $55.9K 0.01% new 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: 929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares 954 $55.3K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127 shares 127 $55.2K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 229 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares 238 $54.7K 0.01% new Timeline EVUS 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: 1,704 shares 1,704 $54.2K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $54K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares 588 $53.5K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares 78 $53.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares 828 $53.5K 0.01% new Timeline IEI 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: 451 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451 $53.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares 282 $53.5K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 105 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573 shares 573 $53.5K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,728 shares 6,728 $53.4K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares 482 $53.4K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 1,299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares 2,517 $53.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99 $53.2K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC 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: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $52.8K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $52.5K 0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 1,019 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares 1,708 $52K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,012 shares 1,012 $52K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206 shares 206 $51.6K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 162 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $51.5K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares 530 $51.5K 0.01% new Timeline VOT 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: 185 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $51.5K 0.01% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is 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: 1,506 shares 1,506 $50.9K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares 622 $50.9K 0.01% new Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 1,945 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,633 shares 1,633 $50.6K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 637 shares 637 $50.6K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298 shares 298 $50.4K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460 $50.2K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares 1,277 $49.8K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $49.2K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283 shares 283 $48.9K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $48.7K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 978 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $48.3K 0.01% new Timeline QCLN 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: 1,398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $48.2K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182 $47.3K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares 1,807 $47.1K 0.01% new Timeline JVAL 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: 778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960 shares 960 $46.9K 0.01% new Timeline XBI 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: 367 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares 367 $46.9K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132 $46.7K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares 754 $46.6K 0.01% new Timeline FAI 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: 1,252 shares 1,252 $46.6K 0.01% new Timeline JPIN 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: 1,048 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares 651 $46.4K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $46.2K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares 663 $46K 0.01% new Timeline DMXF 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: 905 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $45.9K 0.01% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 2,186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares 2,186 $45.7K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 147 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares 486 $44.8K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares 187 $44.7K 0.01% new Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 866 shares 866 $44.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $44K 0.01% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906 shares 906 $43.9K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $43.2K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $43.2K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares 542 $43K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $42.9K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $42.4K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 227 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322 shares 322 $42.2K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $42.1K 0.01% new Timeline IWL 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: 261 shares 261 $41.9K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,238 shares 8,238 $41.4K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares 199 $41.4K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 75 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $41.3K 0.01% new Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,637 shares; 2024Q4: 27,637 shares; 2025Q1: 27,637 shares; 2025Q2: 27,644 shares; 2025Q3: 27,644 shares; 2025Q4: 27,444 shares; 2026Q1: 27,444 shares 27,444 $40.9K 0.01% 0 Timeline ISTB 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: 762 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $40.9K 0.01% new Timeline FXR 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: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $40.8K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 96 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162 $40.7K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $40.6K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 876 shares 876 $40.5K 0.01% new Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,154 shares 2,154 $40.3K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 284 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $40.3K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $40.2K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $40K 0.01% new 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: 74 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $40K 0.01% new Timeline IEV 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: 1,107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares 587 $39.9K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares 294 $39.8K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242 shares 242 $39.7K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares 271 $39.6K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 822 shares 822 $39.6K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123 $39.4K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares 132 $39.1K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $38.9K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $38.7K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares 145 $38.7K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares 504 $38.5K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 96 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $38.4K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $38.3K 0.01% new Timeline GPZ 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: 1,778 shares 1,778 $38.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527 shares 527 $38.1K 0.01% new Timeline