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: 664,857 shares; 2024Q4: 661,062 shares; 2025Q1: 648,795 shares; 2025Q2: 644,220 shares; 2025Q3: 631,332 shares; 2025Q4: 628,192 shares; 2026Q1: 614,413 shares 614,413 $156M 10.73% -13,779 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: 451,449 shares; 2024Q4: 532,979 shares; 2025Q1: 564,659 shares; 2025Q2: 582,532 shares; 2025Q3: 590,428 shares; 2025Q4: 596,584 shares; 2026Q1: 585,787 shares 585,787 $102M 7.03% -10,797 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: 403,281 shares; 2024Q4: 418,098 shares; 2025Q1: 421,170 shares; 2025Q2: 430,429 shares; 2025Q3: 428,839 shares; 2025Q4: 430,150 shares; 2026Q1: 381,860 shares 381,860 $79.5M 5.47% -48,290 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: 354,209 shares; 2024Q4: 361,942 shares; 2025Q1: 292,860 shares; 2025Q2: 275,179 shares; 2025Q3: 281,064 shares; 2025Q4: 279,794 shares; 2026Q1: 282,055 shares 282,055 $57.4M 3.95% +2,261 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: 111,116 shares; 2024Q4: 115,021 shares; 2025Q1: 127,692 shares; 2025Q2: 113,447 shares; 2025Q3: 113,090 shares; 2025Q4: 117,444 shares; 2026Q1: 134,344 shares 134,344 $38.6M 2.66% +16,900 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: 168,045 shares; 2024Q4: 169,318 shares; 2025Q1: 169,065 shares; 2025Q2: 169,489 shares; 2025Q3: 165,973 shares; 2025Q4: 166,402 shares; 2026Q1: 94,051 shares 94,051 $34.8M 2.4% -72,351 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,118 shares; 2024Q4: 304,593 shares; 2025Q1: 310,883 shares; 2025Q2: 315,772 shares; 2025Q3: 312,143 shares; 2025Q4: 313,220 shares; 2026Q1: 328,956 shares 328,956 $32.2M 2.22% +15,736 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: 56,991 shares; 2024Q4: 53,781 shares; 2025Q1: 52,281 shares; 2025Q2: 46,458 shares; 2025Q3: 46,069 shares; 2025Q4: 46,981 shares; 2026Q1: 49,228 shares 49,228 $32.2M 2.21% +2,247 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,996 shares; 2025Q1: 2,761 shares; 2025Q2: 3,161 shares; 2025Q3: 2,662 shares; 2025Q4: 4,522 shares; 2026Q1: 85,438 shares 85,438 $28.9M 1.99% +80,916 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: 183,777 shares; 2024Q4: 185,269 shares; 2025Q1: 430,196 shares; 2025Q2: 458,854 shares; 2025Q3: 497,189 shares; 2025Q4: 536,367 shares; 2026Q1: 592,576 shares 592,576 $27.9M 1.92% +56,209 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: 3,968 shares; 2024Q4: not reported; 2025Q1: 7,279 shares; 2025Q2: 31,474 shares; 2025Q3: 36,476 shares; 2025Q4: 322,305 shares; 2026Q1: 357,549 shares 357,549 $27.4M 1.88% +35,244 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720,544 shares; 2024Q4: 1,104,801 shares; 2025Q1: 1,572,690 shares; 2025Q2: 1,877,230 shares; 2025Q3: 2,270,760 shares; 2025Q4: 2,324,364 shares; 2026Q1: 2,477,088 shares 2,477,088 $27.3M 1.88% +152,724 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: 5,282 shares; 2024Q4: 3,344 shares; 2025Q1: 3,745 shares; 2025Q2: 3,463 shares; 2025Q3: 3,201 shares; 2025Q4: 33,398 shares; 2026Q1: 35,607 shares 35,607 $21.3M 1.46% +2,209 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,669 shares; 2024Q4: 81,394 shares; 2025Q1: 141,706 shares; 2025Q2: 132,146 shares; 2025Q3: 230,866 shares; 2025Q4: 257,739 shares; 2026Q1: 272,585 shares 272,585 $18.2M 1.25% +14,846 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: 181,543 shares; 2024Q4: 185,731 shares; 2025Q1: 192,448 shares; 2025Q2: 204,709 shares; 2025Q3: 212,601 shares; 2025Q4: 232,536 shares; 2026Q1: 246,737 shares 246,737 $17.3M 1.19% +14,201 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: 233,602 shares; 2024Q4: 242,344 shares; 2025Q1: 249,252 shares; 2025Q2: 266,962 shares; 2025Q3: 278,294 shares; 2025Q4: 292,297 shares; 2026Q1: 305,401 shares 305,401 $17.3M 1.19% +13,104 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: 56,324 shares; 2024Q4: 89,067 shares; 2025Q1: 100,352 shares; 2025Q2: 103,287 shares; 2025Q3: 120,303 shares; 2025Q4: 240,962 shares; 2026Q1: 243,628 shares 243,628 $15.2M 1.05% +2,666 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: 47,946 shares; 2024Q4: 58,596 shares; 2025Q1: 61,712 shares; 2025Q2: 86,286 shares; 2025Q3: 88,185 shares; 2025Q4: 97,176 shares; 2026Q1: 104,010 shares 104,010 $15.2M 1.05% +6,834 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,828 shares; 2025Q2: 98,079 shares; 2025Q3: 112,012 shares; 2025Q4: 119,469 shares; 2026Q1: 163,139 shares 163,139 $15M 1.03% +43,670 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,461 shares; 2024Q4: 88,644 shares; 2025Q1: 87,016 shares; 2025Q2: 78,866 shares; 2025Q3: 105,404 shares; 2025Q4: 121,481 shares; 2026Q1: 136,966 shares 136,966 $13.7M 0.94% +15,485 Timeline CLIP 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: 18,250 shares; 2025Q1: 27,850 shares; 2025Q2: not reported; 2025Q3: 43,525 shares; 2025Q4: 58,675 shares; 2026Q1: 134,145 shares 134,145 $13.5M 0.93% +75,470 Timeline GSSC 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: 24,870 shares; 2025Q3: 155,015 shares; 2025Q4: 165,278 shares; 2026Q1: 176,089 shares 176,089 $13.1M 0.9% +10,811 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: 22,824 shares; 2024Q4: 23,104 shares; 2025Q1: 22,621 shares; 2025Q2: 16,593 shares; 2025Q3: 22,108 shares; 2025Q4: 26,546 shares; 2026Q1: 22,699 shares 22,699 $13.1M 0.9% -3,847 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,676 shares; 2024Q4: 257,928 shares; 2025Q1: 245,557 shares; 2025Q2: 255,733 shares; 2025Q3: 264,087 shares; 2025Q4: 276,050 shares; 2026Q1: 282,921 shares 282,921 $13.1M 0.9% +6,871 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188 shares; 2025Q1: 20,432 shares; 2025Q2: 23,050 shares; 2025Q3: 36,534 shares; 2025Q4: 237,395 shares; 2026Q1: 258,475 shares 258,475 $13M 0.9% +21,080 Timeline JIVE 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: 86,784 shares; 2025Q1: 127,261 shares; 2025Q2: 139,943 shares; 2025Q3: 142,972 shares; 2025Q4: 145,962 shares; 2026Q1: 144,251 shares 144,251 $12.4M 0.85% -1,711 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,184 shares; 2024Q4: 112,088 shares; 2025Q1: 112,639 shares; 2025Q2: 119,005 shares; 2025Q3: 119,265 shares; 2025Q4: 128,946 shares; 2026Q1: 133,131 shares 133,131 $12.3M 0.85% +4,185 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,728 shares; 2024Q4: 401,356 shares; 2025Q1: 246,510 shares; 2025Q2: 274,892 shares; 2025Q3: 288,478 shares; 2025Q4: 309,205 shares; 2026Q1: 259,986 shares 259,986 $12.2M 0.84% -49,219 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: 61,972 shares; 2024Q4: 60,885 shares; 2025Q1: 58,776 shares; 2025Q2: 57,871 shares; 2025Q3: 56,531 shares; 2025Q4: 55,606 shares; 2026Q1: 53,144 shares 53,144 $11.6M 0.8% -2,462 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,344 shares; 2025Q4: 18,725 shares; 2026Q1: 231,737 shares 231,737 $10.5M 0.72% +213,012 Timeline JMUB 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: 25,475 shares; 2024Q4: 23,862 shares; 2025Q1: 28,682 shares; 2025Q2: 122,549 shares; 2025Q3: 171,809 shares; 2025Q4: 184,286 shares; 2026Q1: 208,139 shares 208,139 $10.4M 0.72% +23,853 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: 15,611 shares; 2024Q4: 16,537 shares; 2025Q1: 18,183 shares; 2025Q2: 19,179 shares; 2025Q3: 18,322 shares; 2025Q4: 20,778 shares; 2026Q1: 26,884 shares 26,884 $9.99M 0.69% +6,106 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: 97,964 shares; 2024Q4: 307,618 shares; 2025Q1: 301,253 shares; 2025Q2: 298,570 shares; 2025Q3: 320,994 shares; 2025Q4: 321,446 shares; 2026Q1: 323,032 shares 323,032 $9.91M 0.68% +1,586 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: 9,135 shares; 2024Q4: 10,115 shares; 2025Q1: 10,656 shares; 2025Q2: 11,196 shares; 2025Q3: 12,384 shares; 2025Q4: 17,218 shares; 2026Q1: 14,088 shares 14,088 $9.16M 0.63% -3,130 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,727 shares; 2026Q1: 192,988 shares 192,988 $8.81M 0.61% -739 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: 15,842 shares; 2024Q4: 15,847 shares; 2025Q1: 15,764 shares; 2025Q2: 15,294 shares; 2025Q3: 14,723 shares; 2025Q4: 14,647 shares; 2026Q1: 12,723 shares 12,723 $8.68M 0.6% -1,924 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: 44,266 shares; 2024Q4: 42,257 shares; 2025Q1: 36,550 shares; 2025Q2: 36,516 shares; 2025Q3: 36,250 shares; 2025Q4: 130,375 shares; 2026Q1: 125,710 shares 125,710 $8.06M 0.55% -4,665 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: 25,556 shares; 2024Q4: 26,472 shares; 2025Q1: 28,238 shares; 2025Q2: 29,715 shares; 2025Q3: 31,160 shares; 2025Q4: 31,417 shares; 2026Q1: 27,349 shares 27,349 $7.85M 0.54% -4,068 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: 8,174 shares; 2024Q4: 8,314 shares; 2025Q1: 7,690 shares; 2025Q2: 9,492 shares; 2025Q3: 9,542 shares; 2025Q4: 10,913 shares; 2026Q1: 13,352 shares 13,352 $7.64M 0.53% +2,439 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: 144,834 shares; 2024Q4: 159,468 shares; 2025Q1: 159,364 shares; 2025Q2: 153,441 shares; 2025Q3: 162,571 shares; 2025Q4: 150,319 shares; 2026Q1: 143,826 shares 143,826 $7.22M 0.5% -6,493 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210,190 shares; 2026Q1: 217,742 shares 217,742 $6.98M 0.48% +7,552 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: 176,520 shares; 2024Q4: 56,763 shares; 2025Q1: 48,124 shares; 2025Q2: 44,161 shares; 2025Q3: 42,757 shares; 2025Q4: 39,288 shares; 2026Q1: 38,428 shares 38,428 $6.52M 0.45% -860 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,742 shares; 2025Q4: 247,706 shares; 2026Q1: 380,472 shares 380,472 $6.51M 0.45% +132,766 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: 95,639 shares; 2024Q4: 83,343 shares; 2025Q1: 84,187 shares; 2025Q2: 61,697 shares; 2025Q3: 105,786 shares; 2025Q4: 111,308 shares; 2026Q1: 109,391 shares 109,391 $6.36M 0.44% -1,917 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: 219,790 shares; 2024Q4: 172,256 shares; 2025Q1: 165,907 shares; 2025Q2: 138,963 shares; 2025Q3: 129,684 shares; 2025Q4: 137,366 shares; 2026Q1: 137,535 shares 137,535 $6.35M 0.44% +169 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: 58,444 shares; 2024Q4: 51,344 shares; 2025Q1: 50,957 shares; 2025Q2: 51,403 shares; 2025Q3: 51,465 shares; 2025Q4: 53,523 shares; 2026Q1: 55,738 shares 55,738 $6.3M 0.43% +2,215 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: not reported; 2025Q3: 5,934 shares; 2025Q4: 85,321 shares; 2026Q1: 87,829 shares 87,829 $6.22M 0.43% +2,508 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,668 shares; 2026Q1: 101,127 shares 101,127 $5.99M 0.41% +1,459 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: 12,954 shares; 2024Q4: 11,081 shares; 2025Q1: 16,311 shares; 2025Q2: 18,845 shares; 2025Q3: 20,157 shares; 2025Q4: 27,563 shares; 2026Q1: 28,264 shares 28,264 $5.97M 0.41% +701 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,816 shares; 2026Q1: 117,388 shares 117,388 $5.84M 0.4% +18,572 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: 11,548 shares; 2024Q4: 12,198 shares; 2025Q1: 17,180 shares; 2025Q2: 17,288 shares; 2025Q3: 21,140 shares; 2025Q4: 22,083 shares; 2026Q1: 18,344 shares 18,344 $5.83M 0.4% -3,739 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,664 shares; 2026Q1: 199,291 shares 199,291 $5.71M 0.39% +112,627 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: 8,267 shares; 2024Q4: 7,892 shares; 2025Q1: 4,299 shares; 2025Q2: 3,500 shares; 2025Q3: 3,510 shares; 2025Q4: 47,740 shares; 2026Q1: 75,563 shares 75,563 $5.56M 0.38% +27,823 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: 9,498 shares; 2025Q3: 114,419 shares; 2025Q4: 123,278 shares; 2026Q1: 142,450 shares 142,450 $5.52M 0.38% +19,172 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: 34,409 shares; 2024Q4: 31,314 shares; 2025Q1: 34,186 shares; 2025Q2: 35,923 shares; 2025Q3: 33,788 shares; 2025Q4: 27,818 shares; 2026Q1: 28,101 shares 28,101 $5.39M 0.37% +283 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,372 shares; 2026Q1: 178,336 shares 178,336 $5.2M 0.36% +15,964 Timeline PULS 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: not reported; 2025Q3: not reported; 2025Q4: 92,778 shares; 2026Q1: 102,805 shares 102,805 $5.09M 0.35% +10,027 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,466 shares; 2024Q4: 158,342 shares; 2025Q1: 166,939 shares; 2025Q2: 153,207 shares; 2025Q3: 178,936 shares; 2025Q4: 137,873 shares; 2026Q1: 148,403 shares 148,403 $5.01M 0.34% +10,530 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,810 shares; 2024Q4: 142,140 shares; 2025Q1: 148,850 shares; 2025Q2: 133,950 shares; 2025Q3: 91,915 shares; 2025Q4: 87,924 shares; 2026Q1: 64,064 shares 64,064 $4.95M 0.34% -23,860 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: 159,653 shares; 2024Q4: 147,815 shares; 2025Q1: 148,359 shares; 2025Q2: 160,073 shares; 2025Q3: 49,436 shares; 2025Q4: 41,678 shares; 2026Q1: 38,936 shares 38,936 $4.84M 0.33% -2,742 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,038 shares; 2025Q1: 5,301 shares; 2025Q2: 6,199 shares; 2025Q3: 6,809 shares; 2025Q4: 7,165 shares; 2026Q1: 13,628 shares 13,628 $4.61M 0.32% +6,463 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: 14,011 shares; 2024Q4: 13,358 shares; 2025Q1: 13,811 shares; 2025Q2: 14,484 shares; 2025Q3: 15,635 shares; 2025Q4: 15,843 shares; 2026Q1: 15,448 shares 15,448 $4.54M 0.31% -395 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: 33,029 shares; 2024Q4: 30,390 shares; 2025Q1: 47,829 shares; 2025Q2: 63,980 shares; 2025Q3: 70,269 shares; 2025Q4: 80,325 shares; 2026Q1: 61,226 shares 61,226 $4.27M 0.29% -19,099 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: 52,092 shares; 2024Q4: 54,341 shares; 2025Q1: 53,946 shares; 2025Q2: 53,296 shares; 2025Q3: 52,192 shares; 2025Q4: 63,232 shares; 2026Q1: 64,187 shares 64,187 $4.24M 0.29% +955 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: 72,102 shares; 2024Q4: 68,554 shares; 2025Q1: 55,370 shares; 2025Q2: 75,305 shares; 2025Q3: 68,364 shares; 2025Q4: 66,544 shares; 2026Q1: 56,496 shares 56,496 $4.2M 0.29% -10,048 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,774 shares; 2024Q4: 12,672 shares; 2025Q1: 11,250 shares; 2025Q2: 11,752 shares; 2025Q3: 12,331 shares; 2025Q4: 17,199 shares; 2026Q1: 22,310 shares 22,310 $4.11M 0.28% +5,111 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,433 shares; 2024Q4: 9,556 shares; 2025Q1: 8,768 shares; 2025Q2: 8,801 shares; 2025Q3: 9,247 shares; 2025Q4: 9,717 shares; 2026Q1: 9,336 shares 9,336 $4.02M 0.28% -381 Timeline MUB 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: 27,104 shares; 2024Q4: 28,297 shares; 2025Q1: 32,548 shares; 2025Q2: 31,923 shares; 2025Q3: 34,244 shares; 2025Q4: 35,263 shares; 2026Q1: 36,083 shares 36,083 $3.83M 0.26% +820 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: 7,750 shares; 2024Q4: 7,720 shares; 2025Q1: 9,352 shares; 2025Q2: 10,320 shares; 2025Q3: 9,052 shares; 2025Q4: 8,550 shares; 2026Q1: 7,964 shares 7,964 $3.82M 0.26% -586 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: 39,726 shares; 2024Q4: 37,953 shares; 2025Q1: 28,126 shares; 2025Q2: 36,989 shares; 2025Q3: 37,418 shares; 2025Q4: 42,871 shares; 2026Q1: 42,457 shares 42,457 $3.68M 0.25% -414 Timeline VONG 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: 21,620 shares; 2024Q4: 23,732 shares; 2025Q1: 21,855 shares; 2025Q2: 22,824 shares; 2025Q3: 24,805 shares; 2025Q4: 26,044 shares; 2026Q1: 32,929 shares 32,929 $3.61M 0.25% +6,885 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,863 shares; 2026Q1: 71,476 shares 71,476 $3.56M 0.24% +7,613 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,457 shares; 2024Q4: 32,970 shares; 2025Q1: 34,003 shares; 2025Q2: 36,568 shares; 2025Q3: 35,653 shares; 2025Q4: 33,163 shares; 2026Q1: 31,795 shares 31,795 $3.37M 0.23% -1,368 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: 9,294 shares; 2024Q4: 10,210 shares; 2025Q1: 10,058 shares; 2025Q2: 9,077 shares; 2025Q3: 9,068 shares; 2025Q4: 9,387 shares; 2026Q1: 9,630 shares 9,630 $3.29M 0.23% +243 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: 15,063 shares; 2024Q4: 15,219 shares; 2025Q1: 12,182 shares; 2025Q2: 14,502 shares; 2025Q3: 11,372 shares; 2025Q4: 10,391 shares; 2026Q1: 10,911 shares 10,911 $3.13M 0.22% +520 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: 2,930 shares; 2024Q4: 3,089 shares; 2025Q1: 3,408 shares; 2025Q2: 3,369 shares; 2025Q3: 3,104 shares; 2025Q4: 3,074 shares; 2026Q1: 3,034 shares 3,034 $3.02M 0.21% -40 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: 8,592 shares; 2024Q4: 9,078 shares; 2025Q1: 8,328 shares; 2025Q2: 7,819 shares; 2025Q3: 8,177 shares; 2025Q4: 19,264 shares; 2026Q1: 22,226 shares 22,226 $2.95M 0.2% +2,962 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: 16,271 shares; 2024Q4: 17,267 shares; 2025Q1: 17,763 shares; 2025Q2: 18,703 shares; 2025Q3: 19,008 shares; 2025Q4: 22,318 shares; 2026Q1: 20,045 shares 20,045 $2.95M 0.2% -2,273 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: 3,526 shares; 2024Q4: 3,988 shares; 2025Q1: 4,489 shares; 2025Q2: 5,261 shares; 2025Q3: 5,474 shares; 2025Q4: 6,409 shares; 2026Q1: 6,340 shares 6,340 $2.94M 0.2% -69 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 8,444 shares; 2025Q1: 11,938 shares; 2025Q2: 9,374 shares; 2025Q3: 15,883 shares; 2025Q4: 46,694 shares; 2026Q1: 55,877 shares 55,877 $2.83M 0.19% +9,183 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: 40,127 shares; 2024Q4: 67,275 shares; 2025Q1: 68,591 shares; 2025Q2: 34,461 shares; 2025Q3: 50,774 shares; 2025Q4: 64,312 shares; 2026Q1: 62,155 shares 62,155 $2.79M 0.19% -2,157 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: 27,541 shares; 2024Q4: 24,120 shares; 2025Q1: 21,446 shares; 2025Q2: 23,813 shares; 2025Q3: 25,772 shares; 2025Q4: 28,189 shares; 2026Q1: 29,338 shares 29,338 $2.79M 0.19% +1,149 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: 14,796 shares; 2024Q4: 16,120 shares; 2025Q1: 14,714 shares; 2025Q2: 14,390 shares; 2025Q3: 14,227 shares; 2025Q4: 15,865 shares; 2026Q1: 13,589 shares 13,589 $2.7M 0.19% -2,276 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: 5,330 shares; 2024Q4: 5,490 shares; 2025Q1: 6,454 shares; 2025Q2: 6,794 shares; 2025Q3: 7,199 shares; 2025Q4: 8,419 shares; 2026Q1: 8,676 shares 8,676 $2.69M 0.18% +257 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: 112,972 shares; 2024Q4: 109,316 shares; 2025Q1: 89,243 shares; 2025Q2: 89,578 shares; 2025Q3: 90,037 shares; 2025Q4: 94,545 shares; 2026Q1: 92,577 shares 92,577 $2.68M 0.18% -1,968 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 9,495 shares 9,495 $2.67M 0.18% +8,695 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: 16,610 shares; 2024Q4: 17,079 shares; 2025Q1: 17,698 shares; 2025Q2: 14,052 shares; 2025Q3: 13,948 shares; 2025Q4: 12,805 shares; 2026Q1: 12,909 shares 12,909 $2.67M 0.18% +104 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: 21,846 shares; 2024Q4: 16,990 shares; 2025Q1: 22,811 shares; 2025Q2: 22,789 shares; 2025Q3: 22,759 shares; 2025Q4: 26,480 shares; 2026Q1: 28,628 shares 28,628 $2.59M 0.18% +2,148 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,924 shares; 2024Q4: 58,975 shares; 2025Q1: 61,516 shares; 2025Q2: 61,912 shares; 2025Q3: 64,793 shares; 2025Q4: 64,072 shares; 2026Q1: 62,432 shares 62,432 $2.53M 0.17% -1,640 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares; 2026Q1: 11,526 shares 11,526 $2.5M 0.17% +7,365 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,419 shares; 2024Q4: 43,800 shares; 2025Q1: 66,965 shares; 2025Q2: 125,832 shares; 2025Q3: 145,690 shares; 2025Q4: 262,188 shares; 2026Q1: 240,225 shares 240,225 $2.47M 0.17% -21,963 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: 9,539 shares; 2024Q4: 9,931 shares; 2025Q1: 9,971 shares; 2025Q2: 10,437 shares; 2025Q3: 10,329 shares; 2025Q4: 11,424 shares; 2026Q1: 12,259 shares 12,259 $2.41M 0.17% +835 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: 9,725 shares; 2025Q3: 53,114 shares; 2025Q4: 57,443 shares; 2026Q1: 72,364 shares 72,364 $2.38M 0.16% +14,921 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: 7,753 shares; 2024Q4: 8,014 shares; 2025Q1: 8,025 shares; 2025Q2: 6,982 shares; 2025Q3: 7,022 shares; 2025Q4: 7,895 shares; 2026Q1: 7,905 shares 7,905 $2.33M 0.16% +10 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,889 shares; 2025Q4: 38,273 shares; 2026Q1: 47,247 shares 47,247 $2.33M 0.16% +8,974 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: 2,197 shares; 2024Q4: 2,835 shares; 2025Q1: 4,555 shares; 2025Q2: 6,004 shares; 2025Q3: 9,375 shares; 2025Q4: 20,012 shares; 2026Q1: 21,300 shares 21,300 $2.32M 0.16% +1,288 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: not reported; 2025Q2: 78,836 shares; 2025Q3: 89,815 shares; 2025Q4: 89,964 shares; 2026Q1: 97,767 shares 97,767 $2.27M 0.16% +7,803 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: 8,226 shares; 2025Q2: 23,682 shares; 2025Q3: 47,375 shares; 2025Q4: 56,895 shares; 2026Q1: 61,926 shares 61,926 $2.24M 0.15% +5,031 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: 8,392 shares; 2024Q4: 8,648 shares; 2025Q1: 8,530 shares; 2025Q2: 8,573 shares; 2025Q3: 7,743 shares; 2025Q4: 7,383 shares; 2026Q1: 7,407 shares 7,407 $2.24M 0.15% +24 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: 23,042 shares; 2024Q4: 24,175 shares; 2025Q1: 23,694 shares; 2025Q2: 22,210 shares; 2025Q3: 22,627 shares; 2025Q4: 23,056 shares; 2026Q1: 22,401 shares 22,401 $2.16M 0.15% -655 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: 5,501 shares; 2024Q4: 5,505 shares; 2025Q1: 6,293 shares; 2025Q2: 5,773 shares; 2025Q3: 5,798 shares; 2025Q4: 7,036 shares; 2026Q1: 6,698 shares 6,698 $2.15M 0.15% -338 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: 1,592 shares; 2024Q4: 1,605 shares; 2025Q1: 1,645 shares; 2025Q2: 1,937 shares; 2025Q3: 1,791 shares; 2025Q4: 20,977 shares; 2026Q1: 22,222 shares 22,222 $2.14M 0.15% +1,245 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,400 shares; 2024Q4: 99,900 shares; 2025Q1: 99,900 shares; 2025Q2: 91,150 shares; 2025Q3: 73,500 shares; 2025Q4: 72,500 shares; 2026Q1: 71,500 shares 71,500 $2.12M 0.15% -1,000 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: 13,164 shares; 2024Q4: 12,899 shares; 2025Q1: 12,693 shares; 2025Q2: 12,285 shares; 2025Q3: 12,031 shares; 2025Q4: 13,616 shares; 2026Q1: 14,084 shares 14,084 $2.09M 0.14% +468 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 35,436 shares; 2025Q3: 30,548 shares; 2025Q4: 37,142 shares; 2026Q1: 32,387 shares 32,387 $2.08M 0.14% -4,755 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: 20,327 shares; 2024Q4: 14,828 shares; 2025Q1: 14,377 shares; 2025Q2: 15,573 shares; 2025Q3: 15,242 shares; 2025Q4: 13,912 shares; 2026Q1: 13,992 shares 13,992 $2.05M 0.14% +80 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: 41,502 shares; 2024Q4: 38,200 shares; 2025Q1: 40,154 shares; 2025Q2: 34,321 shares; 2025Q3: 34,242 shares; 2025Q4: 36,661 shares; 2026Q1: 89,032 shares 89,032 $2.04M 0.14% +52,371 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: 11,246 shares; 2025Q1: 21,997 shares; 2025Q2: 36,964 shares; 2025Q3: 41,646 shares; 2025Q4: 57,631 shares; 2026Q1: 68,282 shares 68,282 $1.99M 0.14% +10,651 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: 12,162 shares; 2024Q4: 13,442 shares; 2025Q1: 14,595 shares; 2025Q2: 16,110 shares; 2025Q3: 14,558 shares; 2025Q4: 17,090 shares; 2026Q1: 15,896 shares 15,896 $1.98M 0.14% -1,194 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 19,814 shares; 2025Q1: 21,605 shares; 2025Q2: 20,674 shares; 2025Q3: 21,885 shares; 2025Q4: 22,147 shares; 2026Q1: 22,133 shares 22,133 $1.91M 0.13% -14 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,752 shares; 2025Q1: 2,680 shares; 2025Q2: 2,684 shares; 2025Q3: 2,738 shares; 2025Q4: 2,881 shares; 2026Q1: 2,693 shares 2,693 $1.91M 0.13% -188 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,454 shares; 2024Q4: 46,723 shares; 2025Q1: 47,809 shares; 2025Q2: 50,971 shares; 2025Q3: 70,474 shares; 2025Q4: 32,041 shares; 2026Q1: 33,487 shares 33,487 $1.9M 0.13% +1,446 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 18,285 shares; 2025Q1: 20,031 shares; 2025Q2: 22,165 shares; 2025Q3: 21,630 shares; 2025Q4: 22,479 shares; 2026Q1: 21,986 shares 21,986 $1.82M 0.12% -493 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: 6,664 shares; 2024Q4: 6,512 shares; 2025Q1: 6,274 shares; 2025Q2: 6,518 shares; 2025Q3: 7,237 shares; 2025Q4: 7,482 shares; 2026Q1: 7,335 shares 7,335 $1.79M 0.12% -147 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: 26,723 shares; 2025Q3: 32,482 shares; 2025Q4: 35,912 shares; 2026Q1: 39,046 shares 39,046 $1.79M 0.12% +3,134 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: 7,264 shares; 2024Q4: 7,185 shares; 2025Q1: 7,177 shares; 2025Q2: 7,220 shares; 2025Q3: 7,060 shares; 2025Q4: 6,970 shares; 2026Q1: 6,761 shares 6,761 $1.77M 0.12% -209 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 420 shares; 2026Q1: 2,025 shares 2,025 $1.77M 0.12% +1,605 Timeline DTD 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: 16,954 shares; 2024Q4: 17,778 shares; 2025Q1: 17,951 shares; 2025Q2: 19,110 shares; 2025Q3: 19,844 shares; 2025Q4: 19,994 shares; 2026Q1: 20,140 shares 20,140 $1.74M 0.12% +146 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: 4,600 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,507 shares; 2025Q3: 4,188 shares; 2025Q4: 4,078 shares; 2026Q1: 4,050 shares 4,050 $1.73M 0.12% -28 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: 12,273 shares; 2024Q4: 12,218 shares; 2025Q1: 12,143 shares; 2025Q2: 9,670 shares; 2025Q3: 8,507 shares; 2025Q4: 8,690 shares; 2026Q1: 8,282 shares 8,282 $1.68M 0.12% -408 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: 37,781 shares; 2024Q4: 36,148 shares; 2025Q1: 21,585 shares; 2025Q2: 23,673 shares; 2025Q3: 12,929 shares; 2025Q4: 10,281 shares; 2026Q1: 14,911 shares 14,911 $1.66M 0.11% +4,630 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,878 shares; 2024Q4: 9,391 shares; 2025Q1: 9,451 shares; 2025Q2: 10,140 shares; 2025Q3: 10,077 shares; 2025Q4: 10,166 shares; 2026Q1: 10,040 shares 10,040 $1.62M 0.11% -126 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: 2,863 shares; 2024Q4: 2,993 shares; 2025Q1: 3,305 shares; 2025Q2: 3,328 shares; 2025Q3: 3,090 shares; 2025Q4: 3,515 shares; 2026Q1: 3,657 shares 3,657 $1.6M 0.11% +142 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: 18,670 shares; 2024Q4: 18,670 shares; 2025Q1: 18,370 shares; 2025Q2: 14,555 shares; 2025Q3: 12,155 shares; 2025Q4: 12,089 shares; 2026Q1: 12,015 shares 12,015 $1.57M 0.11% -74 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: 24,757 shares; 2024Q4: 21,626 shares; 2025Q1: 22,671 shares; 2025Q2: 21,974 shares; 2025Q3: 30,609 shares; 2025Q4: 34,001 shares; 2026Q1: 30,232 shares 30,232 $1.57M 0.11% -3,769 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: 4,589 shares; 2024Q4: 4,882 shares; 2025Q1: 4,750 shares; 2025Q2: 5,018 shares; 2025Q3: 4,774 shares; 2025Q4: 4,442 shares; 2026Q1: 4,772 shares 4,772 $1.57M 0.11% +330 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: 4,684 shares; 2024Q4: 4,684 shares; 2025Q1: 4,547 shares; 2025Q2: 6,075 shares; 2025Q3: 6,380 shares; 2025Q4: 6,423 shares; 2026Q1: 6,888 shares 6,888 $1.56M 0.11% +465 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,707 shares; 2024Q4: 191,773 shares; 2025Q1: 193,258 shares; 2025Q2: 130,418 shares; 2025Q3: 29,874 shares; 2025Q4: 31,136 shares; 2026Q1: 30,702 shares 30,702 $1.56M 0.11% -434 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: 30,509 shares; 2024Q4: 30,103 shares; 2025Q1: 29,416 shares; 2025Q2: 31,992 shares; 2025Q3: 28,545 shares; 2025Q4: 19,093 shares; 2026Q1: 18,621 shares 18,621 $1.53M 0.11% -472 Timeline LMUB 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: 30,518 shares 30,518 $1.52M 0.1% new 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: 2,924 shares; 2025Q2: 5,109 shares; 2025Q3: 7,792 shares; 2025Q4: 10,865 shares; 2026Q1: 13,457 shares 13,457 $1.51M 0.1% +2,592 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: 1,468 shares; 2024Q4: 1,754 shares; 2025Q1: 1,844 shares; 2025Q2: 1,824 shares; 2025Q3: 1,847 shares; 2025Q4: 1,906 shares; 2026Q1: 1,664 shares 1,664 $1.49M 0.1% -242 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: 35,942 shares 35,942 $1.48M 0.1% new 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: 45,761 shares 45,761 $1.47M 0.1% new Timeline SPDN 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: 30,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,253 shares; 2026Q1: 142,931 shares 142,931 $1.42M 0.1% +77,678 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: 78,663 shares; 2024Q4: 48,951 shares; 2025Q1: 32,412 shares; 2025Q2: 30,971 shares; 2025Q3: 29,883 shares; 2025Q4: 29,850 shares; 2026Q1: 29,806 shares 29,806 $1.4M 0.1% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,312 shares 20,312 $1.39M 0.1% new 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: 14,830 shares; 2025Q3: 18,609 shares; 2025Q4: 25,234 shares; 2026Q1: 27,516 shares 27,516 $1.38M 0.09% +2,282 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,397 shares; 2025Q1: 1,392 shares; 2025Q2: 1,437 shares; 2025Q3: 1,397 shares; 2025Q4: 1,297 shares; 2026Q1: 990 shares 990 $1.37M 0.09% -307 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 806 shares; 2025Q1: 766 shares; 2025Q2: 677 shares; 2025Q3: 764 shares; 2025Q4: 2,499 shares; 2026Q1: 2,867 shares 2,867 $1.36M 0.09% +368 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: 6,024 shares; 2024Q4: 13,444 shares; 2025Q1: 21,870 shares; 2025Q2: 11,396 shares; 2025Q3: 17,541 shares; 2025Q4: 18,331 shares; 2026Q1: 15,385 shares 15,385 $1.36M 0.09% -2,946 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,118 shares 4,118 $1.34M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,648 shares; 2025Q3: 42,041 shares; 2025Q4: 40,021 shares; 2026Q1: 38,936 shares 38,936 $1.31M 0.09% -1,085 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: 10,271 shares; 2024Q4: 9,267 shares; 2025Q1: 8,515 shares; 2025Q2: 7,780 shares; 2025Q3: 7,057 shares; 2025Q4: 6,667 shares; 2026Q1: 4,214 shares 4,214 $1.31M 0.09% -2,453 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: 4,383 shares; 2024Q4: 4,875 shares; 2025Q1: 14,970 shares; 2025Q2: 10,377 shares; 2025Q3: 15,968 shares; 2025Q4: 17,378 shares; 2026Q1: 12,848 shares 12,848 $1.29M 0.09% -4,530 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: 13,852 shares; 2024Q4: 13,686 shares; 2025Q1: 13,337 shares; 2025Q2: 13,394 shares; 2025Q3: 13,302 shares; 2025Q4: 19,032 shares; 2026Q1: 23,646 shares 23,646 $1.28M 0.09% +4,614 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,212 shares; 2025Q2: not reported; 2025Q3: 36,666 shares; 2025Q4: 36,474 shares; 2026Q1: 37,132 shares 37,132 $1.26M 0.09% +658 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,240 shares; 2024Q4: 13,233 shares; 2025Q1: 13,139 shares; 2025Q2: 13,625 shares; 2025Q3: 13,305 shares; 2025Q4: 23,714 shares; 2026Q1: 20,291 shares 20,291 $1.24M 0.09% -3,423 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 8,642 shares; 2025Q1: 9,175 shares; 2025Q2: 7,525 shares; 2025Q3: 21,225 shares; 2025Q4: 24,060 shares; 2026Q1: 17,995 shares 17,995 $1.23M 0.08% -6,065 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: 7,557 shares; 2024Q4: 7,822 shares; 2025Q1: 7,756 shares; 2025Q2: 7,839 shares; 2025Q3: 7,761 shares; 2025Q4: 9,056 shares; 2026Q1: 8,361 shares 8,361 $1.21M 0.08% -695 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 5,124 shares; 2025Q1: 5,788 shares; 2025Q2: 5,584 shares; 2025Q3: 5,614 shares; 2025Q4: 5,458 shares; 2026Q1: 4,950 shares 4,950 $1.2M 0.08% -508 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,951 shares; 2025Q1: 29,319 shares; 2025Q2: not reported; 2025Q3: 29,400 shares; 2025Q4: 29,808 shares; 2026Q1: 30,502 shares 30,502 $1.19M 0.08% +694 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: 14,459 shares; 2024Q4: 11,422 shares; 2025Q1: 11,172 shares; 2025Q2: 16,749 shares; 2025Q3: 16,116 shares; 2025Q4: 16,442 shares; 2026Q1: 14,880 shares 14,880 $1.18M 0.08% -1,562 Timeline JYNT JOINT CORP More: the full row for JOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,955 shares; 2024Q4: 130,914 shares; 2025Q1: 118,224 shares; 2025Q2: 111,479 shares; 2025Q3: 113,426 shares; 2025Q4: 105,776 shares; 2026Q1: 130,705 shares 130,705 $1.16M 0.08% +24,929 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 7,050 shares; 2025Q1: 7,668 shares; 2025Q2: 8,384 shares; 2025Q3: 8,733 shares; 2025Q4: 8,510 shares; 2026Q1: 7,136 shares 7,136 $1.14M 0.08% -1,374 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 5,076 shares; 2025Q1: 10,981 shares; 2025Q2: 10,149 shares; 2025Q3: 10,502 shares; 2025Q4: 10,953 shares; 2026Q1: 11,166 shares 11,166 $1.14M 0.08% +213 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: 5,408 shares; 2025Q4: 10,771 shares; 2026Q1: 13,800 shares 13,800 $1.11M 0.08% +3,029 Timeline IBTM 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: 28,089 shares; 2025Q4: 31,875 shares; 2026Q1: 46,652 shares 46,652 $1.07M 0.07% +14,777 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,389 shares; 2025Q1: 4,803 shares; 2025Q2: 3,235 shares; 2025Q3: 5,179 shares; 2025Q4: 5,682 shares; 2026Q1: 5,545 shares 5,545 $1.07M 0.07% -137 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: 4,990 shares; 2025Q1: 5,192 shares; 2025Q2: 3,455 shares; 2025Q3: 3,303 shares; 2025Q4: 4,361 shares; 2026Q1: 4,446 shares 4,446 $1.07M 0.07% +85 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,339 shares; 2025Q1: 3,627 shares; 2025Q2: 3,659 shares; 2025Q3: 3,597 shares; 2025Q4: 3,507 shares; 2026Q1: 3,481 shares 3,481 $1.05M 0.07% -26 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: 2,736 shares; 2024Q4: 3,484 shares; 2025Q1: 5,399 shares; 2025Q2: 5,379 shares; 2025Q3: 6,296 shares; 2025Q4: 6,004 shares; 2026Q1: 4,213 shares 4,213 $1.04M 0.07% -1,791 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 857 shares; 2025Q1: 762 shares; 2025Q2: 757 shares; 2025Q3: 846 shares; 2025Q4: 856 shares; 2026Q1: 896 shares 896 $1.04M 0.07% +40 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: 2,914 shares; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,849 shares; 2025Q4: 3,061 shares; 2026Q1: 2,643 shares 2,643 $1.04M 0.07% -418 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: 6,356 shares; 2024Q4: 5,626 shares; 2025Q1: 4,644 shares; 2025Q2: 4,584 shares; 2025Q3: 4,363 shares; 2025Q4: 4,328 shares; 2026Q1: 4,000 shares 4,000 $1.03M 0.07% -328 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,805 shares; 2024Q4: 7,463 shares; 2025Q1: 6,604 shares; 2025Q2: 6,486 shares; 2025Q3: 6,892 shares; 2025Q4: 6,927 shares; 2026Q1: 6,612 shares 6,612 $1.03M 0.07% -315 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: 6,331 shares; 2024Q4: 6,143 shares; 2025Q1: 6,421 shares; 2025Q2: 9,810 shares; 2025Q3: 9,598 shares; 2025Q4: 16,811 shares; 2026Q1: 16,842 shares 16,842 $1.02M 0.07% +31 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,523 shares; 2025Q2: 29,523 shares; 2025Q3: 61,323 shares; 2025Q4: 70,973 shares; 2026Q1: 63,925 shares 63,925 $1.02M 0.07% -7,048 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: 15,096 shares; 2024Q4: 15,532 shares; 2025Q1: 16,004 shares; 2025Q2: 13,119 shares; 2025Q3: 13,363 shares; 2025Q4: 18,256 shares; 2026Q1: 14,998 shares 14,998 $1.01M 0.07% -3,258 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: 8,068 shares; 2024Q4: 7,757 shares; 2025Q1: 7,861 shares; 2025Q2: 7,789 shares; 2025Q3: 8,827 shares; 2025Q4: 8,049 shares; 2026Q1: 8,378 shares 8,378 $1.01M 0.07% +329 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: 9,689 shares; 2026Q1: 10,904 shares 10,904 $992K 0.07% +1,215 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,497 shares; 2024Q4: 11,757 shares; 2025Q1: 9,743 shares; 2025Q2: 9,550 shares; 2025Q3: 9,046 shares; 2025Q4: 8,727 shares; 2026Q1: 8,908 shares 8,908 $971K 0.07% +181 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: 11,213 shares; 2024Q4: 10,272 shares; 2025Q1: 9,638 shares; 2025Q2: 9,154 shares; 2025Q3: 8,124 shares; 2025Q4: 9,323 shares; 2026Q1: 10,099 shares 10,099 $964K 0.07% +776 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: 5,665 shares; 2024Q4: 5,832 shares; 2025Q1: 6,972 shares; 2025Q2: 5,875 shares; 2025Q3: 6,011 shares; 2025Q4: 6,297 shares; 2026Q1: 6,183 shares 6,183 $959K 0.07% -114 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,788 shares; 2025Q1: 2,794 shares; 2025Q2: 2,834 shares; 2025Q3: 2,849 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $933K 0.06% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares; 2026Q1: 8,537 shares 8,537 $917K 0.06% +3,081 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,909 shares; 2025Q3: 2,991 shares; 2025Q4: 3,661 shares; 2026Q1: 9,700 shares 9,700 $909K 0.06% +6,039 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,902 shares; 2025Q1: 1,496 shares; 2025Q2: 1,425 shares; 2025Q3: 1,456 shares; 2025Q4: 1,461 shares; 2026Q1: 1,492 shares 1,492 $902K 0.06% +31 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: 12,429 shares; 2024Q4: 13,614 shares; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 10,618 shares; 2025Q4: 10,966 shares; 2026Q1: 18,809 shares 18,809 $894K 0.06% +7,843 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 9,854 shares; 2025Q1: 9,677 shares; 2025Q2: 9,708 shares; 2025Q3: 9,410 shares; 2025Q4: 9,434 shares; 2026Q1: 8,701 shares 8,701 $889K 0.06% -733 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: 16,566 shares; 2024Q4: 16,623 shares; 2025Q1: 16,764 shares; 2025Q2: 16,829 shares; 2025Q3: 16,894 shares; 2025Q4: 17,951 shares; 2026Q1: 21,484 shares 21,484 $882K 0.06% +3,533 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,542 shares; 2025Q1: 1,318 shares; 2025Q2: 1,165 shares; 2025Q3: 1,159 shares; 2025Q4: 1,107 shares; 2026Q1: 956 shares 956 $879K 0.06% -151 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,141 shares; 2025Q1: 2,573 shares; 2025Q2: 2,600 shares; 2025Q3: 2,625 shares; 2025Q4: 2,496 shares; 2026Q1: 2,786 shares 2,786 $874K 0.06% +290 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: 5,942 shares; 2024Q4: 6,584 shares; 2025Q1: 6,323 shares; 2025Q2: 6,327 shares; 2025Q3: 6,858 shares; 2025Q4: 7,594 shares; 2026Q1: 9,498 shares 9,498 $859K 0.06% +1,904 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,053 shares; 2024Q4: 18,455 shares; 2025Q1: 18,173 shares; 2025Q2: 18,408 shares; 2025Q3: 17,813 shares; 2025Q4: 18,682 shares; 2026Q1: 18,280 shares 18,280 $858K 0.06% -402 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,863 shares; 2024Q4: 32,100 shares; 2025Q1: 35,143 shares; 2025Q2: 39,266 shares; 2025Q3: 48,369 shares; 2025Q4: 23,964 shares; 2026Q1: 21,252 shares 21,252 $832K 0.06% -2,712 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 20,468 shares; 2025Q1: 31,083 shares; 2025Q2: 31,411 shares; 2025Q3: 26,068 shares; 2025Q4: 22,000 shares; 2026Q1: 21,874 shares 21,874 $828K 0.06% -126 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,601 shares; 2025Q1: 9,261 shares; 2025Q2: 14,205 shares; 2025Q3: 20,625 shares; 2025Q4: 27,031 shares; 2026Q1: 28,405 shares 28,405 $817K 0.06% +1,374 Timeline FTEC 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: 1,202 shares; 2024Q4: 1,909 shares; 2025Q1: 4,274 shares; 2025Q2: 4,099 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares; 2026Q1: 3,889 shares 3,889 $809K 0.06% +25 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 7,979 shares; 2025Q1: 7,050 shares; 2025Q2: 4,909 shares; 2025Q3: 3,936 shares; 2025Q4: 6,734 shares; 2026Q1: 10,255 shares 10,255 $791K 0.05% +3,521 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,540 shares; 2025Q1: 48,440 shares; 2025Q2: 48,300 shares; 2025Q3: 48,500 shares; 2025Q4: 49,100 shares; 2026Q1: 49,440 shares 49,440 $787K 0.05% +340 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,973 shares; 2026Q1: 16,978 shares 16,978 $786K 0.05% -120,995 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: 3,248 shares; 2024Q4: 3,619 shares; 2025Q1: 3,987 shares; 2025Q2: 4,160 shares; 2025Q3: 3,628 shares; 2025Q4: 3,545 shares; 2026Q1: 3,405 shares 3,405 $782K 0.05% -140 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: 793 shares; 2024Q4: 839 shares; 2025Q1: 968 shares; 2025Q2: 872 shares; 2025Q3: 914 shares; 2025Q4: 1,033 shares; 2026Q1: 1,118 shares 1,118 $780K 0.05% +85 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,051 shares 15,051 $767K 0.05% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,550 shares; 2024Q4: 79,025 shares; 2025Q1: 83,027 shares; 2025Q2: 93,688 shares; 2025Q3: 109,719 shares; 2025Q4: 49,706 shares; 2026Q1: 43,793 shares 43,793 $751K 0.05% -5,913 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,988 shares; 2025Q1: 5,373 shares; 2025Q2: 5,524 shares; 2025Q3: 4,497 shares; 2025Q4: 5,309 shares; 2026Q1: 6,148 shares 6,148 $745K 0.05% +839 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,121 shares; 2025Q1: 4,304 shares; 2025Q2: 7,871 shares; 2025Q3: 7,500 shares; 2025Q4: 8,072 shares; 2026Q1: 5,970 shares 5,970 $745K 0.05% -2,102 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: 2,628 shares; 2024Q4: 2,790 shares; 2025Q1: 5,122 shares; 2025Q2: 5,451 shares; 2025Q3: 5,903 shares; 2025Q4: 5,501 shares; 2026Q1: 5,648 shares 5,648 $740K 0.05% +147 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 6,586 shares; 2025Q1: 7,105 shares; 2025Q2: 7,974 shares; 2025Q3: 10,477 shares; 2025Q4: 12,067 shares; 2026Q1: 13,271 shares 13,271 $737K 0.05% +1,204 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: 13,421 shares; 2024Q4: 12,109 shares; 2025Q1: 11,705 shares; 2025Q2: 13,671 shares; 2025Q3: 13,613 shares; 2025Q4: 11,772 shares; 2026Q1: 11,801 shares 11,801 $722K 0.05% +29 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 17,316 shares; 2025Q1: 14,966 shares; 2025Q2: 6,766 shares; 2025Q3: 7,052 shares; 2025Q4: 6,806 shares; 2026Q1: 6,633 shares 6,633 $720K 0.05% -173 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,123 shares; 2025Q3: 2,071 shares; 2025Q4: 1,986 shares; 2026Q1: 1,978 shares 1,978 $710K 0.05% -8 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 6,406 shares; 2025Q1: 10,225 shares; 2025Q2: 12,945 shares; 2025Q3: 12,537 shares; 2025Q4: 13,002 shares; 2026Q1: 13,375 shares 13,375 $706K 0.05% +373 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 6,335 shares; 2025Q4: 15,151 shares; 2026Q1: 24,500 shares 24,500 $695K 0.05% +9,349 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: 21,332 shares; 2024Q4: 25,785 shares; 2025Q1: 24,204 shares; 2025Q2: 23,520 shares; 2025Q3: 24,504 shares; 2025Q4: 21,474 shares; 2026Q1: 15,356 shares 15,356 $695K 0.05% -6,118 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: 5,789 shares; 2025Q1: 10,264 shares; 2025Q2: 7,658 shares; 2025Q3: 10,953 shares; 2025Q4: 13,408 shares; 2026Q1: 17,994 shares 17,994 $691K 0.05% +4,586 Timeline PCY 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: 20,981 shares; 2024Q4: 35,023 shares; 2025Q1: 36,635 shares; 2025Q2: 34,998 shares; 2025Q3: 35,660 shares; 2025Q4: 34,922 shares; 2026Q1: 33,074 shares 33,074 $691K 0.05% -1,848 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,262 shares; 2025Q1: 2,017 shares; 2025Q2: 1,823 shares; 2025Q3: 1,853 shares; 2025Q4: 4,785 shares; 2026Q1: 4,985 shares 4,985 $690K 0.05% +200 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,203 shares; 2025Q2: not reported; 2025Q3: 31,034 shares; 2025Q4: 38,700 shares; 2026Q1: 47,915 shares 47,915 $689K 0.05% +9,215 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: 628 shares; 2025Q3: 775 shares; 2025Q4: 860 shares; 2026Q1: 930 shares 930 $687K 0.05% +70 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: 8,279 shares; 2024Q4: 7,705 shares; 2025Q1: 6,466 shares; 2025Q2: 6,467 shares; 2025Q3: 6,780 shares; 2025Q4: 6,931 shares; 2026Q1: 7,630 shares 7,630 $684K 0.05% +699 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 362 shares; 2025Q1: 378 shares; 2025Q2: 429 shares; 2025Q3: 453 shares; 2025Q4: 508 shares; 2026Q1: 623 shares 623 $680K 0.05% +115 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,144 shares; 2024Q4: 38,939 shares; 2025Q1: 31,089 shares; 2025Q2: 15,023 shares; 2025Q3: 10,804 shares; 2025Q4: 9,573 shares; 2026Q1: 8,580 shares 8,580 $675K 0.05% -993 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: 7,267 shares; 2024Q4: 7,360 shares; 2025Q1: 7,436 shares; 2025Q2: 7,488 shares; 2025Q3: 7,900 shares; 2025Q4: 8,523 shares; 2026Q1: 8,819 shares 8,819 $671K 0.05% +296 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: 10,251 shares; 2024Q4: 9,280 shares; 2025Q1: 9,383 shares; 2025Q2: 7,499 shares; 2025Q3: 8,347 shares; 2025Q4: 9,355 shares; 2026Q1: 8,601 shares 8,601 $667K 0.05% -754 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 8,780 shares 8,780 $665K 0.05% +2,234 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: not reported; 2025Q3: 3,030 shares; 2025Q4: 3,702 shares; 2026Q1: 3,002 shares 3,002 $657K 0.05% -700 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,004 shares; 2026Q1: 12,705 shares 12,705 $655K 0.05% +6,701 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $649K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 6,548 shares; 2025Q1: 6,821 shares; 2025Q2: 7,722 shares; 2025Q3: 7,304 shares; 2025Q4: 14,614 shares; 2026Q1: 14,139 shares 14,139 $649K 0.04% -475 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: 3,314 shares; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 3,587 shares; 2026Q1: 3,018 shares 3,018 $645K 0.04% -569 Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,500 shares; 2024Q4: 313,342 shares; 2025Q1: 528,450 shares; 2025Q2: not reported; 2025Q3: 727,700 shares; 2025Q4: 563,950 shares; 2026Q1: 482,067 shares 482,067 $627K 0.04% -81,883 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: 1,888 shares; 2024Q4: 1,710 shares; 2025Q1: 1,510 shares; 2025Q2: 1,437 shares; 2025Q3: 1,368 shares; 2025Q4: 1,393 shares; 2026Q1: 1,108 shares 1,108 $624K 0.04% -285 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: 50,894 shares; 2024Q4: 43,484 shares; 2025Q1: 18,459 shares; 2025Q2: 15,114 shares; 2025Q3: 13,973 shares; 2025Q4: 10,988 shares; 2026Q1: 10,573 shares 10,573 $621K 0.04% -415 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: 5,584 shares; 2024Q4: 6,506 shares; 2025Q1: 7,396 shares; 2025Q2: 7,479 shares; 2025Q3: 7,174 shares; 2025Q4: 3,963 shares; 2026Q1: 3,748 shares 3,748 $620K 0.04% -215 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: 4,386 shares; 2025Q1: 4,233 shares; 2025Q2: 4,307 shares; 2025Q3: 9,837 shares; 2025Q4: 9,277 shares; 2026Q1: 4,850 shares 4,850 $608K 0.04% -4,427 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 820 shares; 2026Q1: 890 shares 890 $606K 0.04% +70 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,302 shares; 2024Q4: 17,605 shares; 2025Q1: 17,539 shares; 2025Q2: 18,706 shares; 2025Q3: 12,073 shares; 2025Q4: 9,967 shares; 2026Q1: 6,578 shares 6,578 $604K 0.04% -3,389 Timeline GDXJ 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: 5,550 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 5,825 shares; 2025Q3: 5,225 shares; 2025Q4: 5,225 shares; 2026Q1: 5,025 shares 5,025 $603K 0.04% -200 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,494 shares; 2024Q4: 54,036 shares; 2025Q1: 55,334 shares; 2025Q2: 61,122 shares; 2025Q3: 54,463 shares; 2025Q4: 17,396 shares; 2026Q1: 16,347 shares 16,347 $602K 0.04% -1,049 Timeline EPS 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: 6,670 shares; 2024Q4: 6,670 shares; 2025Q1: 7,765 shares; 2025Q2: 8,167 shares; 2025Q3: 8,396 shares; 2025Q4: 8,651 shares; 2026Q1: 8,812 shares 8,812 $600K 0.04% +161 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,591 shares; 2024Q4: 9,779 shares; 2025Q1: 8,838 shares; 2025Q2: 9,320 shares; 2025Q3: 9,584 shares; 2025Q4: 9,803 shares; 2026Q1: 6,333 shares 6,333 $595K 0.04% -3,470 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 1,287 shares; 2025Q2: 1,546 shares; 2025Q3: 1,862 shares; 2025Q4: 2,695 shares; 2026Q1: 2,094 shares 2,094 $594K 0.04% -601 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,036 shares; 2025Q1: 996 shares; 2025Q2: 902 shares; 2025Q3: 930 shares; 2025Q4: 798 shares; 2026Q1: 802 shares 802 $584K 0.04% +4 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: 5,505 shares; 2024Q4: 5,552 shares; 2025Q1: 4,329 shares; 2025Q2: 4,546 shares; 2025Q3: 4,400 shares; 2025Q4: 4,237 shares; 2026Q1: 4,007 shares 4,007 $582K 0.04% -230 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,217 shares; 2024Q4: 50,596 shares; 2025Q1: 51,766 shares; 2025Q2: 54,107 shares; 2025Q3: 49,552 shares; 2025Q4: 14,798 shares; 2026Q1: 14,473 shares 14,473 $581K 0.04% -325 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: 7,430 shares; 2025Q1: 6,160 shares; 2025Q2: 4,945 shares; 2025Q3: 3,715 shares; 2025Q4: 3,190 shares; 2026Q1: 1,425 shares 1,425 $580K 0.04% -1,765 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 310 shares; 2025Q1: 494 shares; 2025Q2: 671 shares; 2025Q3: 786 shares; 2025Q4: 766 shares; 2026Q1: 789 shares 789 $575K 0.04% +23 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,011 shares; 2025Q2: 6,528 shares; 2025Q3: not reported; 2025Q4: 7,346 shares; 2026Q1: 11,349 shares 11,349 $571K 0.04% +4,003 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 298 shares; 2025Q1: 350 shares; 2025Q2: 431 shares; 2025Q3: 428 shares; 2025Q4: 468 shares; 2026Q1: 448 shares 448 $565K 0.04% -20 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 134 shares; 2025Q1: 131 shares; 2025Q2: 128 shares; 2025Q3: 146 shares; 2025Q4: 165 shares; 2026Q1: 166 shares 166 $561K 0.04% +1 Timeline NICE NICE LTD More: the full row for NICE 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: 1,855 shares; 2025Q3: 3,510 shares; 2025Q4: 4,486 shares; 2026Q1: 5,076 shares 5,076 $560K 0.04% +590 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: 4,630 shares; 2024Q4: 4,365 shares; 2025Q1: 4,075 shares; 2025Q2: 4,085 shares; 2025Q3: 4,813 shares; 2025Q4: 4,699 shares; 2026Q1: 5,005 shares 5,005 $555K 0.04% +306 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 10,278 shares; 2025Q1: 15,021 shares; 2025Q2: 15,130 shares; 2025Q3: 11,574 shares; 2025Q4: 11,674 shares; 2026Q1: 11,574 shares 11,574 $555K 0.04% -100 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: 1,262 shares; 2024Q4: 1,419 shares; 2025Q1: 1,435 shares; 2025Q2: 967 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 997 shares 997 $547K 0.04% +125 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,943 shares; 2025Q1: 9,114 shares; 2025Q2: 9,141 shares; 2025Q3: 9,604 shares; 2025Q4: 9,663 shares; 2026Q1: 11,981 shares 11,981 $545K 0.04% +2,318 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,527 shares; 2025Q1: 1,343 shares; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 2,829 shares; 2026Q1: 2,836 shares 2,836 $544K 0.04% +7 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 13,009 shares; 2025Q1: 13,356 shares; 2025Q2: 13,835 shares; 2025Q3: 13,501 shares; 2025Q4: 13,132 shares; 2026Q1: 10,712 shares 10,712 $543K 0.04% -2,420 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: 1,710 shares; 2024Q4: 1,553 shares; 2025Q1: 1,614 shares; 2025Q2: 1,693 shares; 2025Q3: 1,644 shares; 2025Q4: 1,567 shares; 2026Q1: 1,482 shares 1,482 $530K 0.04% -85 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: 2,517 shares; 2024Q4: 2,637 shares; 2025Q1: 2,741 shares; 2025Q2: 2,579 shares; 2025Q3: 2,497 shares; 2025Q4: 2,573 shares; 2026Q1: 2,140 shares 2,140 $529K 0.04% -433 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,488 shares; 2025Q1: 3,542 shares; 2025Q2: 3,456 shares; 2025Q3: 3,257 shares; 2025Q4: 2,831 shares; 2026Q1: 2,787 shares 2,787 $528K 0.04% -44 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,285 shares; 2025Q4: 5,655 shares; 2026Q1: 8,352 shares 8,352 $527K 0.04% +2,697 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 7,234 shares; 2025Q1: 5,703 shares; 2025Q2: 5,370 shares; 2025Q3: 4,578 shares; 2025Q4: 4,613 shares; 2026Q1: 4,724 shares 4,724 $521K 0.04% +111 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,955 shares; 2025Q1: 6,859 shares; 2025Q2: 6,307 shares; 2025Q3: 5,975 shares; 2025Q4: 6,127 shares; 2026Q1: 6,127 shares 6,127 $520K 0.04% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,872 shares; 2024Q4: 9,033 shares; 2025Q1: 7,687 shares; 2025Q2: 9,904 shares; 2025Q3: 9,010 shares; 2025Q4: 9,337 shares; 2026Q1: 10,318 shares 10,318 $519K 0.04% +981 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,803 shares; 2024Q4: 34,522 shares; 2025Q1: 30,380 shares; 2025Q2: 26,373 shares; 2025Q3: 16,307 shares; 2025Q4: 16,749 shares; 2026Q1: 16,147 shares 16,147 $517K 0.04% -602 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,385 shares; 2025Q4: 11,050 shares; 2026Q1: 10,490 shares 10,490 $516K 0.04% -560 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: 4,847 shares; 2024Q4: 4,437 shares; 2025Q1: 3,951 shares; 2025Q2: 3,637 shares; 2025Q3: 3,652 shares; 2025Q4: 3,966 shares; 2026Q1: 3,905 shares 3,905 $515K 0.04% -61 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: 1,617 shares; 2024Q4: 1,945 shares; 2025Q1: 2,458 shares; 2025Q2: 2,615 shares; 2025Q3: 2,616 shares; 2025Q4: 1,433 shares; 2026Q1: 1,568 shares 1,568 $513K 0.04% +135 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,698 shares; 2025Q1: not reported; 2025Q2: 2,567 shares; 2025Q3: 4,505 shares; 2025Q4: 6,056 shares; 2026Q1: 6,407 shares 6,407 $510K 0.04% +351 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: 13,865 shares; 2024Q4: 11,735 shares; 2025Q1: 11,902 shares; 2025Q2: 11,655 shares; 2025Q3: 5,460 shares; 2025Q4: 5,301 shares; 2026Q1: 2,788 shares 2,788 $506K 0.03% -2,513 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,386 shares 5,386 $506K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,677 shares; 2026Q1: 25,682 shares 25,682 $496K 0.03% +5 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: 994 shares; 2024Q4: 1,032 shares; 2025Q1: 1,016 shares; 2025Q2: 982 shares; 2025Q3: 927 shares; 2025Q4: 1,109 shares; 2026Q1: 1,049 shares 1,049 $484K 0.03% -60 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,540 shares; 2024Q4: 135,240 shares; 2025Q1: 95,240 shares; 2025Q2: 92,740 shares; 2025Q3: 92,740 shares; 2025Q4: 95,740 shares; 2026Q1: 92,740 shares 92,740 $481K 0.03% -3,000 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: 16,142 shares; 2024Q4: 14,947 shares; 2025Q1: 13,965 shares; 2025Q2: 12,526 shares; 2025Q3: 18,856 shares; 2025Q4: 22,414 shares; 2026Q1: 16,949 shares 16,949 $476K 0.03% -5,465 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: 6,327 shares; 2024Q4: 6,404 shares; 2025Q1: 5,832 shares; 2025Q2: 6,273 shares; 2025Q3: 6,077 shares; 2025Q4: 5,929 shares; 2026Q1: 5,966 shares 5,966 $475K 0.03% +37 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: 3,254 shares; 2024Q4: 3,199 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,288 shares; 2025Q4: 3,233 shares; 2026Q1: 3,333 shares 3,333 $475K 0.03% +100 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: 241 shares; 2024Q4: 393 shares; 2025Q1: 457 shares; 2025Q2: 462 shares; 2025Q3: 538 shares; 2025Q4: 3,335 shares; 2026Q1: 4,540 shares 4,540 $475K 0.03% +1,205 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 12,173 shares; 2025Q1: 11,675 shares; 2025Q2: 11,683 shares; 2025Q3: 11,687 shares; 2025Q4: 11,699 shares; 2026Q1: 11,601 shares 11,601 $470K 0.03% -98 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: 1,715 shares; 2024Q4: 1,747 shares; 2025Q1: 1,706 shares; 2025Q2: 1,644 shares; 2025Q3: 1,648 shares; 2025Q4: 1,575 shares; 2026Q1: 1,571 shares 1,571 $470K 0.03% -4 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 19,720 shares; 2025Q1: 22,164 shares; 2025Q2: 32,801 shares; 2025Q3: 86,456 shares; 2025Q4: 51,458 shares; 2026Q1: 22,792 shares 22,792 $465K 0.03% -28,666 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: 1,188 shares; 2024Q4: 1,233 shares; 2025Q1: 973 shares; 2025Q2: 980 shares; 2025Q3: 886 shares; 2025Q4: 946 shares; 2026Q1: 929 shares 929 $464K 0.03% -17 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,105 shares; 2025Q3: 9,955 shares; 2025Q4: 9,770 shares; 2026Q1: 9,482 shares 9,482 $462K 0.03% -288 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,741 shares 11,741 $458K 0.03% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,195 shares; 2025Q3: 7,195 shares; 2025Q4: 11,580 shares; 2026Q1: 11,455 shares 11,455 $457K 0.03% -125 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: 3,291 shares; 2024Q4: 3,355 shares; 2025Q1: 3,346 shares; 2025Q2: 3,324 shares; 2025Q3: 3,483 shares; 2025Q4: 3,472 shares; 2026Q1: 3,747 shares 3,747 $454K 0.03% +275 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: 52 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 93 shares; 2025Q4: 100 shares; 2026Q1: 107 shares 107 $451K 0.03% +7 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: 5,129 shares; 2024Q4: 10,312 shares; 2025Q1: 9,248 shares; 2025Q2: 9,255 shares; 2025Q3: 9,242 shares; 2025Q4: 8,509 shares; 2026Q1: 9,055 shares 9,055 $447K 0.03% +546 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,093 shares 6,093 $446K 0.03% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,980 shares; 2025Q2: 33,520 shares; 2025Q3: 45,770 shares; 2025Q4: 31,170 shares; 2026Q1: 31,299 shares 31,299 $441K 0.03% +129 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: 1,112 shares; 2024Q4: 1,037 shares; 2025Q1: 957 shares; 2025Q2: 907 shares; 2025Q3: 852 shares; 2025Q4: 857 shares; 2026Q1: 819 shares 819 $441K 0.03% -38 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: 2,530 shares; 2024Q4: 2,488 shares; 2025Q1: 2,486 shares; 2025Q2: 2,529 shares; 2025Q3: 2,180 shares; 2025Q4: 2,025 shares; 2026Q1: 2,039 shares 2,039 $438K 0.03% +14 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,140 shares; 2025Q4: 1,255 shares; 2026Q1: 1,142 shares 1,142 $438K 0.03% -113 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 4,199 shares; 2025Q1: 3,928 shares; 2025Q2: 3,932 shares; 2025Q3: 4,261 shares; 2025Q4: 4,413 shares; 2026Q1: 4,260 shares 4,260 $437K 0.03% -153 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: 959 shares; 2024Q4: 989 shares; 2025Q1: 1,125 shares; 2025Q2: 1,114 shares; 2025Q3: 1,251 shares; 2025Q4: 1,366 shares; 2026Q1: 1,116 shares 1,116 $436K 0.03% -250 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,098 shares; 2025Q1: 3,088 shares; 2025Q2: 3,091 shares; 2025Q3: 3,097 shares; 2025Q4: 3,100 shares; 2026Q1: 4,765 shares 4,765 $433K 0.03% +1,665 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,901 shares; 2026Q1: 1,590 shares 1,590 $430K 0.03% -311 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: 1,108 shares; 2025Q2: 2,094 shares; 2025Q3: 1,991 shares; 2025Q4: 1,993 shares; 2026Q1: 1,998 shares 1,998 $427K 0.03% +5 Timeline IWV 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: 1,169 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $422K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 3,308 shares; 2026Q1: 3,849 shares 3,849 $422K 0.03% +541 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: 58,333 shares; 2024Q4: 30,945 shares; 2025Q1: 59,728 shares; 2025Q2: 60,606 shares; 2025Q3: 60,998 shares; 2025Q4: 61,598 shares; 2026Q1: 9,935 shares 9,935 $422K 0.03% -51,663 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: 12,884 shares 12,884 $422K 0.03% 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: 10,714 shares; 2024Q4: 10,844 shares; 2025Q1: 6,125 shares; 2025Q2: 5,910 shares; 2025Q3: 5,087 shares; 2025Q4: 2,997 shares; 2026Q1: 2,977 shares 2,977 $421K 0.03% -20 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares 1,387 $419K 0.03% 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: 7,656 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 7,760 shares; 2025Q4: 7,172 shares; 2026Q1: 6,565 shares 6,565 $418K 0.03% -607 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 11,620 shares; 2025Q1: 18,294 shares; 2025Q2: not reported; 2025Q3: 18,045 shares; 2025Q4: 37,177 shares; 2026Q1: 27,748 shares 27,748 $418K 0.03% -9,429 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 858 shares; 2025Q1: 648 shares; 2025Q2: 538 shares; 2025Q3: 568 shares; 2025Q4: 603 shares; 2026Q1: 844 shares 844 $417K 0.03% +241 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,183 shares; 2026Q1: 7,064 shares 7,064 $414K 0.03% +2,881 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: 2,400 shares; 2024Q4: 2,195 shares; 2025Q1: 3,384 shares; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 4,065 shares; 2026Q1: 1,641 shares 1,641 $411K 0.03% -2,424 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: 891 shares; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,232 shares; 2026Q1: 1,456 shares 1,456 $409K 0.03% +224 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,046 shares; 2025Q1: 1,347 shares; 2025Q2: 1,331 shares; 2025Q3: 1,152 shares; 2025Q4: 1,144 shares; 2026Q1: 1,161 shares 1,161 $409K 0.03% +17 Timeline NAIL 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: 4,603 shares; 2025Q4: 5,395 shares; 2026Q1: 10,700 shares 10,700 $406K 0.03% +5,305 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,105 shares; 2025Q1: 4,677 shares; 2025Q2: 4,775 shares; 2025Q3: 4,613 shares; 2025Q4: 4,609 shares; 2026Q1: 3,509 shares 3,509 $404K 0.03% -1,100 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: 808 shares; 2024Q4: 792 shares; 2025Q1: 892 shares; 2025Q2: 800 shares; 2025Q3: 892 shares; 2025Q4: 1,481 shares; 2026Q1: 2,154 shares 2,154 $402K 0.03% +673 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 2,882 shares 2,882 $402K 0.03% -147 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares; 2026Q1: 2,221 shares 2,221 $399K 0.03% +152 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 16,900 shares; 2026Q1: 15,600 shares 15,600 $397K 0.03% -1,300 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: 779 shares; 2025Q3: 790 shares; 2025Q4: 1,387 shares; 2026Q1: 1,419 shares 1,419 $396K 0.03% +32 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: 9,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,856 shares; 2025Q4: 9,551 shares; 2026Q1: 8,918 shares 8,918 $394K 0.03% -633 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 4,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,341 shares; 2026Q1: 4,244 shares 4,244 $388K 0.03% -97 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: 196 shares; 2025Q3: 311 shares; 2025Q4: 433 shares; 2026Q1: 403 shares 403 $388K 0.03% -30 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 7,333 shares 7,333 $387K 0.03% +2,089 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,831 shares; 2025Q3: 9,935 shares; 2025Q4: 10,046 shares; 2026Q1: 4,146 shares 4,146 $384K 0.03% -5,900 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,687 shares; 2025Q4: 2,752 shares; 2026Q1: 3,129 shares 3,129 $384K 0.03% +377 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: 790 shares; 2024Q4: 749 shares; 2025Q1: 750 shares; 2025Q2: 1,321 shares; 2025Q3: 1,076 shares; 2025Q4: 1,233 shares; 2026Q1: 1,392 shares 1,392 $377K 0.03% +159 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: 316 shares; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 303 shares; 2026Q1: 285 shares 285 $376K 0.03% -18 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 7,762 shares; 2025Q1: 9,914 shares; 2025Q2: 9,012 shares; 2025Q3: 8,985 shares; 2025Q4: 9,835 shares; 2026Q1: 11,130 shares 11,130 $373K 0.03% +1,295 Timeline ESGD 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: 2,713 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,959 shares; 2025Q3: 2,973 shares; 2025Q4: 2,997 shares; 2026Q1: 3,886 shares 3,886 $372K 0.03% +889 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,952 shares; 2024Q4: 26,524 shares; 2025Q1: 26,545 shares; 2025Q2: 26,567 shares; 2025Q3: 27,790 shares; 2025Q4: 28,271 shares; 2026Q1: 25,180 shares 25,180 $368K 0.03% -3,091 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: 14,363 shares; 2024Q4: 11,828 shares; 2025Q1: 11,898 shares; 2025Q2: 6,697 shares; 2025Q3: 6,228 shares; 2025Q4: 7,323 shares; 2026Q1: 7,372 shares 7,372 $359K 0.02% +49 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,489 shares; 2025Q1: 1,409 shares; 2025Q2: 1,409 shares; 2025Q3: 1,409 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $355K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 3,027 shares; 2025Q1: 3,455 shares; 2025Q2: 3,383 shares; 2025Q3: 3,579 shares; 2025Q4: 4,213 shares; 2026Q1: 3,553 shares 3,553 $353K 0.02% -660 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: 4,757 shares; 2025Q2: not reported; 2025Q3: 4,759 shares; 2025Q4: 4,760 shares; 2026Q1: 4,762 shares 4,762 $348K 0.02% +2 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares 7,250 $345K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,408 shares; 2026Q1: 4,438 shares 4,438 $342K 0.02% +1,030 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: 1,609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 1,994 shares; 2026Q1: 1,853 shares 1,853 $338K 0.02% -141 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,908 shares; 2025Q1: 2,187 shares; 2025Q2: not reported; 2025Q3: 2,857 shares; 2025Q4: 2,215 shares; 2026Q1: 2,241 shares 2,241 $337K 0.02% +26 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 12,707 shares; 2025Q1: 9,623 shares; 2025Q2: 9,379 shares; 2025Q3: 8,803 shares; 2025Q4: 7,361 shares; 2026Q1: 7,235 shares 7,235 $335K 0.02% -126 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,416 shares; 2025Q3: 6,594 shares; 2025Q4: 6,722 shares; 2026Q1: 6,670 shares 6,670 $333K 0.02% -52 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: 12,186 shares; 2025Q1: 14,988 shares; 2025Q2: 7,866 shares; 2025Q3: 7,776 shares; 2025Q4: 7,270 shares; 2026Q1: 7,146 shares 7,146 $332K 0.02% -124 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,748 shares; 2026Q1: 2,883 shares 2,883 $327K 0.02% +135 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: 1,691 shares; 2024Q4: 1,377 shares; 2025Q1: 1,346 shares; 2025Q2: 1,310 shares; 2025Q3: 1,178 shares; 2025Q4: not reported; 2026Q1: 1,857 shares 1,857 $322K 0.02% new Timeline XLG 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: 15,069 shares; 2025Q3: 36,347 shares; 2025Q4: 39,925 shares; 2026Q1: 5,892 shares 5,892 $321K 0.02% -34,033 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,307 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $320K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,672 shares; 2024Q4: 93,336 shares; 2025Q1: 95,530 shares; 2025Q2: 91,354 shares; 2025Q3: 103,268 shares; 2025Q4: 51,603 shares; 2026Q1: 28,905 shares 28,905 $320K 0.02% -22,698 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: 4,207 shares; 2025Q1: not reported; 2025Q2: 4,434 shares; 2025Q3: 6,125 shares; 2025Q4: 5,500 shares; 2026Q1: 6,099 shares 6,099 $317K 0.02% +599 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 768 shares; 2025Q4: 827 shares; 2026Q1: 834 shares 834 $317K 0.02% +7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,481 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares 2,312 $314K 0.02% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,736 shares; 2025Q2: not reported; 2025Q3: 10,578 shares; 2025Q4: 11,069 shares; 2026Q1: 12,421 shares 12,421 $311K 0.02% +1,352 Timeline GSIE 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: 15,347 shares; 2024Q4: 11,906 shares; 2025Q1: 9,027 shares; 2025Q2: 9,418 shares; 2025Q3: 9,478 shares; 2025Q4: 9,243 shares; 2026Q1: 7,207 shares 7,207 $311K 0.02% -2,036 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: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,145 shares; 2025Q4: 1,153 shares; 2026Q1: 2,031 shares 2,031 $306K 0.02% +878 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: 1,084 shares; 2025Q2: 1,058 shares; 2025Q3: 1,148 shares; 2025Q4: 1,193 shares; 2026Q1: 1,078 shares 1,078 $306K 0.02% -115 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 77 shares; 2025Q1: 81 shares; 2025Q2: 66 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 46 shares 46 $303K 0.02% -14 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,482 shares; 2026Q1: 7,918 shares 7,918 $301K 0.02% +1,436 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 490 shares; 2025Q2: 530 shares; 2025Q3: 525 shares; 2025Q4: 550 shares; 2026Q1: 511 shares 511 $301K 0.02% -39 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,296 shares; 2025Q1: 3,259 shares; 2025Q2: 3,061 shares; 2025Q3: 3,308 shares; 2025Q4: 3,240 shares; 2026Q1: 2,329 shares 2,329 $300K 0.02% -911 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $299K 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares 756 $298K 0.02% new Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 660 shares; 2025Q2: 711 shares; 2025Q3: 729 shares; 2025Q4: 689 shares; 2026Q1: 609 shares 609 $295K 0.02% -80 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: 5,073 shares; 2024Q4: 5,012 shares; 2025Q1: 4,721 shares; 2025Q2: 4,731 shares; 2025Q3: 7,260 shares; 2025Q4: 5,800 shares; 2026Q1: 5,585 shares 5,585 $294K 0.02% -215 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: 3,074 shares; 2024Q4: 2,895 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 3,187 shares; 2026Q1: 2,988 shares 2,988 $294K 0.02% -199 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 8,901 shares; 2025Q1: 9,961 shares; 2025Q2: 15,617 shares; 2025Q3: 13,287 shares; 2025Q4: 2,536 shares; 2026Q1: 2,918 shares 2,918 $294K 0.02% +382 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 5,104 shares; 2025Q1: 5,218 shares; 2025Q2: 5,218 shares; 2025Q3: 5,485 shares; 2025Q4: 5,454 shares; 2026Q1: 5,484 shares 5,484 $292K 0.02% +30 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 15,200 shares; 2025Q1: 25,600 shares; 2025Q2: 33,250 shares; 2025Q3: 37,400 shares; 2025Q4: 40,150 shares; 2026Q1: 42,950 shares 42,950 $292K 0.02% +2,800 Timeline IGF 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: 3,874 shares; 2025Q2: 3,871 shares; 2025Q3: 4,052 shares; 2025Q4: 4,314 shares; 2026Q1: 4,332 shares 4,332 $290K 0.02% +18 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 1,081 shares 1,081 $287K 0.02% +246 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: 1,257 shares; 2024Q4: 1,139 shares; 2025Q1: 1,115 shares; 2025Q2: 1,075 shares; 2025Q3: 928 shares; 2025Q4: 918 shares; 2026Q1: 888 shares 888 $285K 0.02% -30 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 10,405 shares; 2025Q1: 7,351 shares; 2025Q2: 7,941 shares; 2025Q3: 7,375 shares; 2025Q4: 7,340 shares; 2026Q1: 6,058 shares 6,058 $284K 0.02% -1,282 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: not reported; 2025Q3: 5,544 shares; 2025Q4: 5,723 shares; 2026Q1: 5,905 shares 5,905 $283K 0.02% +182 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: 12,338 shares; 2024Q4: 11,406 shares; 2025Q1: 8,710 shares; 2025Q2: 6,359 shares; 2025Q3: 5,120 shares; 2025Q4: 4,851 shares; 2026Q1: 4,051 shares 4,051 $281K 0.02% -800 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: 2,723 shares; 2024Q4: 2,723 shares; 2025Q1: 2,553 shares; 2025Q2: 2,402 shares; 2025Q3: 3,079 shares; 2025Q4: 3,450 shares; 2026Q1: 2,365 shares 2,365 $281K 0.02% -1,085 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: 908 shares; 2024Q4: 1,134 shares; 2025Q1: 1,592 shares; 2025Q2: 1,763 shares; 2025Q3: 1,090 shares; 2025Q4: 956 shares; 2026Q1: 916 shares 916 $279K 0.02% -40 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: 725 shares; 2024Q4: 705 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $278K 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $278K 0.02% 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 1,339 shares; 2025Q2: 1,250 shares; 2025Q3: 1,147 shares; 2025Q4: 1,226 shares; 2026Q1: 1,170 shares 1,170 $276K 0.02% -56 Timeline JPIB 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: 106,208 shares; 2024Q4: 104,549 shares; 2025Q1: 107,576 shares; 2025Q2: 116,548 shares; 2025Q3: 120,588 shares; 2025Q4: 131,817 shares; 2026Q1: 5,738 shares 5,738 $274K 0.02% -126,079 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: not reported; 2025Q3: 314 shares; 2025Q4: 308 shares; 2026Q1: 686 shares 686 $273K 0.02% +378 Timeline GRNB 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: 8,297 shares; 2024Q4: 9,007 shares; 2025Q1: 9,016 shares; 2025Q2: not reported; 2025Q3: 9,679 shares; 2025Q4: 9,719 shares; 2026Q1: 11,375 shares 11,375 $273K 0.02% +1,656 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,940 shares 8,940 $270K 0.02% new 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 942 shares; 2025Q2: 527 shares; 2025Q3: 559 shares; 2025Q4: 473 shares; 2026Q1: 318 shares 318 $269K 0.02% -155 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 6,985 shares; 2025Q1: 6,679 shares; 2025Q2: 6,387 shares; 2025Q3: not reported; 2025Q4: 5,024 shares; 2026Q1: 7,070 shares 7,070 $266K 0.02% +2,046 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,602 shares; 2026Q1: 12,466 shares 12,466 $264K 0.02% +2,864 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $264K 0.02% new Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,285 shares 8,285 $263K 0.02% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,211 shares; 2025Q1: 3,389 shares; 2025Q2: 3,239 shares; 2025Q3: 3,292 shares; 2025Q4: 2,745 shares; 2026Q1: 2,430 shares 2,430 $263K 0.02% -315 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,445 shares; 2024Q4: 24,219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 2,936 shares 2,936 $260K 0.02% +588 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: not reported; 2025Q3: 4,318 shares; 2025Q4: 4,746 shares; 2026Q1: 4,800 shares 4,800 $260K 0.02% +54 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 25,000 shares; 2025Q1: 19,050 shares; 2025Q2: 19,450 shares; 2025Q3: 22,750 shares; 2025Q4: 28,650 shares; 2026Q1: 28,700 shares 28,700 $258K 0.02% +50 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 14,268 shares; 2025Q4: 13,773 shares; 2026Q1: 23,218 shares 23,218 $258K 0.02% +9,445 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,869 shares; 2026Q1: 7,489 shares 7,489 $258K 0.02% +620 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $256K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,754 shares; 2026Q1: 2,722 shares 2,722 $255K 0.02% -32 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,160 shares; 2026Q1: 6,160 shares 6,160 $255K 0.02% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares 2,001 $255K 0.02% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 886 shares 886 $254K 0.02% 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: 11,578 shares; 2024Q4: 11,754 shares; 2025Q1: 10,520 shares; 2025Q2: 7,065 shares; 2025Q3: 3,744 shares; 2025Q4: 3,457 shares; 2026Q1: 3,752 shares 3,752 $254K 0.02% +295 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,708 shares; 2024Q4: 6,558 shares; 2025Q1: 4,958 shares; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 3,755 shares; 2026Q1: 3,247 shares 3,247 $253K 0.02% -508 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $253K 0.02% new Timeline HYZD 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: 33,539 shares; 2024Q4: 30,302 shares; 2025Q1: 30,766 shares; 2025Q2: 32,729 shares; 2025Q3: 32,718 shares; 2025Q4: 11,516 shares; 2026Q1: 11,478 shares 11,478 $253K 0.02% -38 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,505 shares; 2026Q1: 10,102 shares 10,102 $252K 0.02% +597 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,643 shares; 2024Q4: 16,993 shares; 2025Q1: 14,981 shares; 2025Q2: 14,606 shares; 2025Q3: 14,606 shares; 2025Q4: 14,606 shares; 2026Q1: 14,606 shares 14,606 $249K 0.02% 0 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: 2,322 shares; 2024Q4: 2,445 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 2,131 shares; 2025Q4: 3,057 shares; 2026Q1: 2,548 shares 2,548 $246K 0.02% -509 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $246K 0.02% new 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: 1,378 shares; 2024Q4: 1,406 shares; 2025Q1: 1,379 shares; 2025Q2: 1,350 shares; 2025Q3: 1,302 shares; 2025Q4: 1,305 shares; 2026Q1: 1,262 shares 1,262 $245K 0.02% -43 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,506 shares 2,506 $242K 0.02% new Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,300 shares; 2025Q4: 11,500 shares; 2026Q1: 20,900 shares 20,900 $240K 0.02% +9,400 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: 3,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,128 shares; 2025Q4: 3,933 shares; 2026Q1: 2,205 shares 2,205 $239K 0.02% -1,728 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 2,683 shares; 2025Q2: 2,684 shares; 2025Q3: 2,568 shares; 2025Q4: 2,476 shares; 2026Q1: 2,369 shares 2,369 $237K 0.02% -107 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,326 shares; 2025Q1: 1,332 shares; 2025Q2: 1,137 shares; 2025Q3: 1,142 shares; 2025Q4: 1,145 shares; 2026Q1: 1,151 shares 1,151 $235K 0.02% +6 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 5,133 shares; 2025Q1: 5,119 shares; 2025Q2: 5,137 shares; 2025Q3: 5,376 shares; 2025Q4: 5,664 shares; 2026Q1: 5,686 shares 5,686 $232K 0.02% +22 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,620 shares; 2024Q4: 21,784 shares; 2025Q1: 19,602 shares; 2025Q2: 19,432 shares; 2025Q3: 19,244 shares; 2025Q4: 19,435 shares; 2026Q1: 19,235 shares 19,235 $232K 0.02% -200 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,634 shares; 2025Q2: not reported; 2025Q3: 11,342 shares; 2025Q4: 12,741 shares; 2026Q1: 13,365 shares 13,365 $231K 0.02% +624 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,765 shares 2,765 $231K 0.02% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 3,925 shares; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 5,508 shares; 2026Q1: 5,508 shares 5,508 $230K 0.02% 0 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,739 shares 6,739 $228K 0.02% 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: 4,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares; 2026Q1: 4,688 shares 4,688 $225K 0.02% +270 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 841 shares; 2025Q1: 774 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 826 shares 826 $225K 0.02% -4 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 12,292 shares; 2025Q2: 14,033 shares; 2025Q3: 15,679 shares; 2025Q4: 11,676 shares; 2026Q1: 11,676 shares 11,676 $221K 0.02% 0 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: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,800 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $221K 0.02% 0 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: 2,001 shares; 2024Q4: 2,082 shares; 2025Q1: 831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $220K 0.02% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,339 shares 8,339 $218K 0.02% 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: 1,194 shares; 2024Q4: 1,279 shares; 2025Q1: 1,254 shares; 2025Q2: 1,437 shares; 2025Q3: 1,431 shares; 2025Q4: 1,167 shares; 2026Q1: 1,074 shares 1,074 $218K 0.02% -93 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,530 shares 8,530 $218K 0.01% 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: 7,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,438 shares; 2025Q3: 5,447 shares; 2025Q4: not reported; 2026Q1: 4,779 shares 4,779 $217K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 13,624 shares; 2025Q4: 13,478 shares; 2026Q1: 13,045 shares 13,045 $217K 0.01% -433 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,332 shares 4,332 $215K 0.01% new Timeline DNL 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: 5,760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,227 shares; 2025Q3: 5,227 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares 5,315 $215K 0.01% 0 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: 118 shares; 2024Q4: 131 shares; 2025Q1: 127 shares; 2025Q2: 111 shares; 2025Q3: 104 shares; 2025Q4: 130 shares; 2026Q1: 124 shares 124 $214K 0.01% -6 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $214K 0.01% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 30,400 shares; 2026Q1: 51,625 shares 51,625 $214K 0.01% +21,225 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,350 shares; 2025Q4: 14,800 shares; 2026Q1: 12,336 shares 12,336 $213K 0.01% -2,464 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 5,273 shares; 2025Q3: 5,473 shares; 2025Q4: 5,950 shares; 2026Q1: 4,219 shares 4,219 $211K 0.01% -1,731 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,662 shares 4,662 $210K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI 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: 388 shares 388 $209K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $208K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,340 shares; 2025Q3: 8,257 shares; 2025Q4: 8,122 shares; 2026Q1: 8,125 shares 8,125 $208K 0.01% +3 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: 2,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares 2,233 $207K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,979 shares; 2025Q4: 7,921 shares; 2026Q1: 7,797 shares 7,797 $207K 0.01% -124 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $206K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,847 shares 1,847 $205K 0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,385 shares; 2025Q1: 7,441 shares; 2025Q2: 7,209 shares; 2025Q3: 7,519 shares; 2025Q4: 5,157 shares; 2026Q1: 5,145 shares 5,145 $204K 0.01% -12 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $204K 0.01% new Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES 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: not reported; 2025Q3: 14,575 shares; 2025Q4: 14,475 shares; 2026Q1: 15,500 shares 15,500 $204K 0.01% +1,025 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: 1,038 shares; 2024Q4: 1,006 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,101 shares; 2025Q4: 1,960 shares; 2026Q1: 831 shares 831 $202K 0.01% -1,129 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares 3,428 $200K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,200 shares; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 42,000 shares; 2025Q4: 72,000 shares; 2026Q1: 68,350 shares 68,350 $200K 0.01% -3,650 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,107 shares 16,107 $175K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 24,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 12,500 shares; 2026Q1: 14,500 shares 14,500 $163K 0.01% +2,000 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,912 shares; 2024Q4: 18,661 shares; 2025Q1: 15,323 shares; 2025Q2: 14,580 shares; 2025Q3: 14,086 shares; 2025Q4: 13,930 shares; 2026Q1: 13,704 shares 13,704 $158K 0.01% -226 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 23,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $154K 0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP 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: 11,593 shares; 2025Q3: 13,150 shares; 2025Q4: 13,227 shares; 2026Q1: 13,286 shares 13,286 $150K 0.01% +59 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS 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: 21,250 shares 21,250 $150K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,370 shares 19,370 $135K 0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,042 shares; 2024Q4: 10,071 shares; 2025Q1: 11,515 shares; 2025Q2: 11,553 shares; 2025Q3: 14,288 shares; 2025Q4: 12,936 shares; 2026Q1: 11,962 shares 11,962 $130K 0.01% -974 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 19,827 shares; 2025Q1: 17,206 shares; 2025Q2: 16,859 shares; 2025Q3: 17,018 shares; 2025Q4: 17,210 shares; 2026Q1: 15,381 shares 15,381 $130K 0.01% -1,829 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,950 shares 13,950 $122K 0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,147 shares 14,147 $111K 0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,587 shares; 2025Q4: not reported; 2026Q1: 11,378 shares 11,378 $108K 0.01% new Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,625 shares 10,625 $90.2K 0.01% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $83K 0.01% 0 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE 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: 16,022 shares 16,022 $82.9K 0.01% new Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,374 shares 11,374 $80.2K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,338 shares 10,338 $71K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,532 shares; 2025Q4: 15,062 shares; 2026Q1: 15,062 shares 15,062 $69.7K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,900 shares; 2024Q4: 19,350 shares; 2025Q1: 16,800 shares; 2025Q2: 16,600 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 15,250 shares 15,250 $68.6K <0.01% -1,400 Timeline QNC QUANTUM EMOTION CORP More: the full row for QUANTUM EMOTION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,300 shares 19,300 $44.2K <0.01% new Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $34.6K <0.01% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER 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: 25,000 shares 25,000 $31.8K <0.01% new Timeline SOUTHLAND HLDGS INC SOUTHLAND HLDGS INC More: the full row for SOUTHLAND HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,000 shares; 2025Q2: not reported; 2025Q3: 250,760 shares; 2025Q4: 143,760 shares; 2026Q1: 143,760 shares 143,760 $5.03K <0.01% 0