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 loaded; 2024Q4: 264,123 shares; 2025Q1: 415,819 shares; 2025Q2: 447,463 shares; 2025Q3: 441,664 shares; 2025Q4: 448,535 shares; 2026Q1: 462,598 shares 462,598 $115M 14.14% +14,063 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,751,195 shares; 2025Q1: 1,838,792 shares; 2025Q2: 1,816,341 shares; 2025Q3: 1,934,809 shares; 2025Q4: 1,699,154 shares; 2026Q1: 1,526,950 shares 1,526,950 $46.8M 5.76% -172,204 Timeline IMCG 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 loaded; 2024Q4: 318,341 shares; 2025Q1: 365,633 shares; 2025Q2: 387,221 shares; 2025Q3: 412,461 shares; 2025Q4: 421,283 shares; 2026Q1: 431,977 shares 431,977 $34M 4.18% +10,694 Timeline FDVV 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 loaded; 2024Q4: 109,043 shares; 2025Q1: 407,765 shares; 2025Q2: 450,340 shares; 2025Q3: 457,386 shares; 2025Q4: 486,346 shares; 2026Q1: 548,990 shares 548,990 $30.3M 3.73% +62,644 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: not loaded; 2024Q4: 39,585 shares; 2025Q1: 36,574 shares; 2025Q2: 30,260 shares; 2025Q3: 37,520 shares; 2025Q4: 41,594 shares; 2026Q1: 44,528 shares 44,528 $26.6M 3.27% +2,934 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574,388 shares; 2025Q4: 580,594 shares; 2026Q1: 626,014 shares 626,014 $24.8M 3.05% +45,420 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,101 shares; 2025Q1: 93,996 shares; 2025Q2: 106,842 shares; 2025Q3: 108,419 shares; 2025Q4: 201,261 shares; 2026Q1: 180,352 shares 180,352 $24M 2.95% -20,909 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 loaded; 2024Q4: 144,723 shares; 2025Q1: 417,236 shares; 2025Q2: 424,814 shares; 2025Q3: 486,801 shares; 2025Q4: 558,979 shares; 2026Q1: 809,045 shares 809,045 $21.2M 2.6% +250,066 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,169 shares; 2025Q1: 126,538 shares; 2025Q2: 134,202 shares; 2025Q3: 132,802 shares; 2025Q4: 154,732 shares; 2026Q1: 156,215 shares 156,215 $19.4M 2.39% +1,483 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: not loaded; 2024Q4: 56,108 shares; 2025Q1: 66,140 shares; 2025Q2: 76,408 shares; 2025Q3: 85,363 shares; 2025Q4: 104,065 shares; 2026Q1: 107,551 shares 107,551 $18.8M 2.3% +3,486 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193,362 shares; 2025Q1: 335,277 shares; 2025Q2: 333,714 shares; 2025Q3: 370,192 shares; 2025Q4: 365,463 shares; 2026Q1: 328,033 shares 328,033 $16.6M 2.05% -37,430 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 loaded; 2024Q4: 5,206 shares; 2025Q1: 95,028 shares; 2025Q2: 113,899 shares; 2025Q3: 136,550 shares; 2025Q4: 149,750 shares; 2026Q1: 163,534 shares 163,534 $15.8M 1.94% +13,784 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,887 shares; 2025Q1: 33,140 shares; 2025Q2: 48,480 shares; 2025Q3: 56,558 shares; 2025Q4: 57,128 shares; 2026Q1: 57,525 shares 57,525 $14.6M 1.79% +397 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 loaded; 2024Q4: 51,956 shares; 2025Q1: 57,911 shares; 2025Q2: 61,280 shares; 2025Q3: 65,592 shares; 2025Q4: 62,582 shares; 2026Q1: 65,567 shares 65,567 $14.2M 1.75% +2,985 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 loaded; 2024Q4: 16,505 shares; 2025Q1: 22,363 shares; 2025Q2: 176,671 shares; 2025Q3: 126,538 shares; 2025Q4: 133,825 shares; 2026Q1: 141,027 shares 141,027 $12.9M 1.59% +7,202 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,826 shares; 2025Q1: 237,519 shares; 2025Q2: 240,015 shares; 2025Q3: 275,827 shares; 2025Q4: 275,468 shares; 2026Q1: 242,177 shares 242,177 $11M 1.36% -33,291 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: not loaded; 2024Q4: 28,880 shares; 2025Q1: 114,129 shares; 2025Q2: 115,046 shares; 2025Q3: 115,511 shares; 2025Q4: 143,193 shares; 2026Q1: 220,807 shares 220,807 $10.4M 1.27% +77,614 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508,280 shares; 2025Q1: 547,013 shares; 2025Q2: 517,551 shares; 2025Q3: 559,077 shares; 2025Q4: 330,977 shares; 2026Q1: 204,164 shares 204,164 $9.6M 1.18% -126,813 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: not loaded; 2024Q4: 8,838 shares; 2025Q1: 10,928 shares; 2025Q2: 13,146 shares; 2025Q3: 14,601 shares; 2025Q4: 19,439 shares; 2026Q1: 18,327 shares 18,327 $6.78M 0.83% -1,112 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: not loaded; 2024Q4: 12,650 shares; 2025Q1: 15,299 shares; 2025Q2: 18,391 shares; 2025Q3: 22,647 shares; 2025Q4: 26,283 shares; 2026Q1: 28,698 shares 28,698 $5.98M 0.73% +2,415 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: not loaded; 2024Q4: 7,610 shares; 2025Q1: 10,900 shares; 2025Q2: 13,464 shares; 2025Q3: 13,584 shares; 2025Q4: 17,632 shares; 2026Q1: 20,690 shares 20,690 $5.95M 0.73% +3,058 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: not loaded; 2024Q4: 4,517 shares; 2025Q1: 4,607 shares; 2025Q2: 4,567 shares; 2025Q3: 6,666 shares; 2025Q4: 7,933 shares; 2026Q1: 10,128 shares 10,128 $5.85M 0.72% +2,195 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: not loaded; 2024Q4: 7,479 shares; 2025Q1: 8,621 shares; 2025Q2: 9,408 shares; 2025Q3: 13,865 shares; 2025Q4: 13,813 shares; 2026Q1: 15,300 shares 15,300 $5.69M 0.7% +1,487 Timeline AVDV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 19,166 shares; 2025Q4: 40,404 shares; 2026Q1: 53,726 shares 53,726 $5.37M 0.66% +13,322 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,327 shares 99,327 $5.34M 0.66% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,900 shares; 2025Q1: 6,132 shares; 2025Q2: 9,749 shares; 2025Q3: 10,947 shares; 2025Q4: 15,975 shares; 2026Q1: 17,129 shares 17,129 $5.3M 0.65% +1,154 Timeline VGIT 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 loaded; 2024Q4: 30,348 shares; 2025Q1: 70,797 shares; 2025Q2: 69,676 shares; 2025Q3: 78,335 shares; 2025Q4: 83,458 shares; 2026Q1: 88,951 shares 88,951 $5.3M 0.65% +5,493 Timeline DIVO 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: not loaded; 2024Q4: 114,743 shares; 2025Q1: 115,455 shares; 2025Q2: 138,402 shares; 2025Q3: 144,161 shares; 2025Q4: 102,012 shares; 2026Q1: 111,868 shares 111,868 $5.02M 0.62% +9,856 Timeline VCRB 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 loaded; 2024Q4: 53,232 shares; 2025Q1: 58,710 shares; 2025Q2: 58,657 shares; 2025Q3: 59,929 shares; 2025Q4: 59,346 shares; 2026Q1: 63,497 shares 63,497 $4.91M 0.6% +4,151 Timeline RSPU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,858 shares; 2026Q1: 59,765 shares 59,765 $4.85M 0.6% +44,907 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: not loaded; 2024Q4: 5,634 shares; 2025Q1: 25,978 shares; 2025Q2: 26,097 shares; 2025Q3: 26,774 shares; 2025Q4: 28,274 shares; 2026Q1: 28,970 shares 28,970 $4.69M 0.58% +696 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,532 shares; 2025Q1: 13,815 shares; 2025Q2: 21,997 shares; 2025Q3: 58,328 shares; 2025Q4: 105,415 shares; 2026Q1: 106,079 shares 106,079 $4.51M 0.55% +664 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,657 shares; 2025Q1: 36,115 shares; 2025Q2: 36,200 shares; 2025Q3: 35,364 shares; 2025Q4: 37,165 shares; 2026Q1: 40,188 shares 40,188 $4.46M 0.55% +3,023 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: not loaded; 2024Q4: 2,607 shares; 2025Q1: 3,521 shares; 2025Q2: 3,968 shares; 2025Q3: 5,012 shares; 2025Q4: 6,978 shares; 2026Q1: 7,652 shares 7,652 $4.38M 0.54% +674 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,820 shares; 2025Q1: 23,829 shares; 2025Q2: 26,618 shares; 2025Q3: 30,660 shares; 2025Q4: 28,413 shares; 2026Q1: 27,962 shares 27,962 $4.14M 0.51% -451 Timeline VCLT 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 loaded; 2024Q4: 78,873 shares; 2025Q1: 60,919 shares; 2025Q2: 57,998 shares; 2025Q3: 55,952 shares; 2025Q4: 74,570 shares; 2026Q1: 50,075 shares 50,075 $3.74M 0.46% -24,495 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,962 shares; 2025Q1: 17,743 shares; 2025Q2: 19,473 shares; 2025Q3: 26,144 shares; 2025Q4: 28,280 shares; 2026Q1: 25,401 shares 25,401 $3.72M 0.46% -2,879 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,091 shares; 2025Q3: 24,150 shares; 2025Q4: 28,874 shares; 2026Q1: 37,537 shares 37,537 $3.68M 0.45% +8,663 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,919 shares; 2025Q1: 147,088 shares; 2025Q2: 147,563 shares; 2025Q3: 165,222 shares; 2025Q4: 173,351 shares; 2026Q1: 185,938 shares 185,938 $3.53M 0.43% +12,587 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,173 shares; 2025Q1: 14,336 shares; 2025Q2: 12,266 shares; 2025Q3: 11,205 shares; 2025Q4: 10,665 shares; 2026Q1: 10,692 shares 10,692 $3.43M 0.42% +27 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,968 shares; 2025Q1: 119,122 shares; 2025Q2: 115,276 shares; 2025Q3: 116,980 shares; 2025Q4: 108,149 shares; 2026Q1: 107,551 shares 107,551 $3.39M 0.42% -598 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,167 shares; 2025Q2: 94,836 shares; 2025Q3: 92,926 shares; 2025Q4: 44,278 shares; 2026Q1: 35,033 shares 35,033 $3.39M 0.42% -9,245 Timeline KORP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,486 shares 68,486 $3.19M 0.39% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,855 shares; 2025Q1: 23,646 shares; 2025Q2: 22,756 shares; 2025Q3: 21,951 shares; 2025Q4: 21,366 shares; 2026Q1: 21,420 shares 21,420 $3.1M 0.38% +54 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: not loaded; 2024Q4: 3,537 shares; 2025Q1: 4,376 shares; 2025Q2: 4,613 shares; 2025Q3: 5,420 shares; 2025Q4: 8,562 shares; 2026Q1: 10,116 shares 10,116 $2.9M 0.36% +1,554 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: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,256 shares; 2025Q2: 1,269 shares; 2025Q3: 2,031 shares; 2025Q4: 2,816 shares; 2026Q1: 3,044 shares 3,044 $2.8M 0.34% +228 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,616 shares; 2025Q4: 18,988 shares; 2026Q1: 22,816 shares 22,816 $2.75M 0.34% +3,828 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,177 shares; 2026Q1: 58,436 shares 58,436 $2.71M 0.33% +13,259 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,090 shares; 2025Q1: 9,540 shares; 2025Q2: 7,946 shares; 2025Q3: 6,428 shares; 2025Q4: 5,586 shares; 2026Q1: 4,236 shares 4,236 $2.61M 0.32% -1,350 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,286 shares; 2026Q1: 85,805 shares 85,805 $2.55M 0.31% +519 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,960 shares; 2025Q1: 10,162 shares; 2025Q2: 10,408 shares; 2025Q3: 10,176 shares; 2025Q4: 13,221 shares; 2026Q1: 9,776 shares 9,776 $2.52M 0.31% -3,445 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: not loaded; 2024Q4: 4,105 shares; 2025Q1: 5,003 shares; 2025Q2: 5,483 shares; 2025Q3: 5,152 shares; 2025Q4: 5,385 shares; 2026Q1: 5,243 shares 5,243 $2.51M 0.31% -142 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 11,338 shares; 2026Q1: 23,827 shares 23,827 $2.46M 0.3% +12,489 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,261 shares; 2026Q1: 28,191 shares 28,191 $2.44M 0.3% -2,070 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,303 shares; 2025Q4: 27,124 shares; 2026Q1: 32,498 shares 32,498 $2.39M 0.29% +5,374 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,612 shares; 2025Q1: 25,663 shares; 2025Q2: 20,808 shares; 2025Q3: 21,058 shares; 2025Q4: 15,623 shares; 2026Q1: 15,353 shares 15,353 $2.38M 0.29% -270 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 4,080 shares; 2025Q4: 5,442 shares; 2026Q1: 5,523 shares 5,523 $2.38M 0.29% +81 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,803 shares; 2025Q1: 4,444 shares; 2025Q2: 3,707 shares; 2025Q3: not reported; 2025Q4: 34,807 shares; 2026Q1: 33,752 shares 33,752 $2.35M 0.29% -1,055 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: not loaded; 2024Q4: 415 shares; 2025Q1: 453 shares; 2025Q2: 467 shares; 2025Q3: 1,203 shares; 2025Q4: 2,214 shares; 2026Q1: 2,282 shares 2,282 $2.27M 0.28% +68 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,184 shares; 2025Q1: 27,092 shares; 2025Q2: 24,970 shares; 2025Q3: 25,580 shares; 2025Q4: 37,310 shares; 2026Q1: 34,745 shares 34,745 $2.23M 0.27% -2,565 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 4,705 shares; 2025Q3: 5,127 shares; 2025Q4: 7,290 shares; 2026Q1: 6,345 shares 6,345 $2.14M 0.26% -945 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,161 shares; 2025Q1: 2,048 shares; 2025Q2: 3,181 shares; 2025Q3: 4,673 shares; 2025Q4: 6,072 shares; 2026Q1: 6,495 shares 6,495 $2.14M 0.26% +423 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,444 shares; 2025Q1: 7,942 shares; 2025Q2: 9,629 shares; 2025Q3: 7,828 shares; 2025Q4: 15,516 shares; 2026Q1: 17,017 shares 17,017 $2.11M 0.26% +1,501 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,701 shares; 2025Q1: 7,337 shares; 2025Q2: 6,148 shares; 2025Q3: 5,692 shares; 2025Q4: 5,811 shares; 2026Q1: 7,336 shares 7,336 $2.11M 0.26% +1,525 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 401 shares; 2025Q2: 861 shares; 2025Q3: 1,502 shares; 2025Q4: 2,398 shares; 2026Q1: 2,474 shares 2,474 $2.09M 0.26% +76 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,562 shares; 2025Q1: 104,967 shares; 2025Q2: 87,753 shares; 2025Q3: 66,724 shares; 2025Q4: 45,929 shares; 2026Q1: 38,510 shares 38,510 $2.08M 0.26% -7,419 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: not loaded; 2024Q4: 2,599 shares; 2025Q1: 2,465 shares; 2025Q2: 2,346 shares; 2025Q3: 2,103 shares; 2025Q4: 10,978 shares; 2026Q1: 10,724 shares 10,724 $2.06M 0.25% -254 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: not loaded; 2024Q4: 1,528 shares; 2025Q1: 1,715 shares; 2025Q2: 1,324 shares; 2025Q3: 2,560 shares; 2025Q4: 3,937 shares; 2026Q1: 3,143 shares 3,143 $2.04M 0.25% -794 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,924 shares; 2025Q1: 47,637 shares; 2025Q2: 46,885 shares; 2025Q3: 46,129 shares; 2025Q4: 42,556 shares; 2026Q1: 42,102 shares 42,102 $1.97M 0.24% -454 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,315 shares; 2025Q4: 54,940 shares; 2026Q1: 64,498 shares 64,498 $1.92M 0.24% +9,558 Timeline BILS 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 loaded; 2024Q4: 14,510 shares; 2025Q1: 19,832 shares; 2025Q2: 25,313 shares; 2025Q3: 24,085 shares; 2025Q4: 21,972 shares; 2026Q1: 18,988 shares 18,988 $1.89M 0.23% -2,984 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,624 shares; 2025Q1: 3,452 shares; 2025Q2: 5,367 shares; 2025Q3: 5,565 shares; 2025Q4: 7,706 shares; 2026Q1: 8,582 shares 8,582 $1.87M 0.23% +876 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 4,503 shares; 2025Q3: 7,190 shares; 2025Q4: 10,024 shares; 2026Q1: 12,462 shares 12,462 $1.82M 0.22% +2,438 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: not loaded; 2024Q4: 7,933 shares; 2025Q1: 6,840 shares; 2025Q2: 6,423 shares; 2025Q3: 6,100 shares; 2025Q4: 10,289 shares; 2026Q1: 9,869 shares 9,869 $1.82M 0.22% -420 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,010 shares; 2025Q1: 49,308 shares; 2025Q2: 59,623 shares; 2025Q3: 66,925 shares; 2025Q4: 82,453 shares; 2026Q1: 70,043 shares 70,043 $1.8M 0.22% -12,410 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,296 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,303 shares 3,303 $1.79M 0.22% +7 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,507 shares; 2025Q1: 9,311 shares; 2025Q2: 7,593 shares; 2025Q3: 7,209 shares; 2025Q4: 7,427 shares; 2026Q1: 9,089 shares 9,089 $1.78M 0.22% +1,662 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: not loaded; 2024Q4: 4,419 shares; 2025Q1: 7,525 shares; 2025Q2: 7,667 shares; 2025Q3: 8,566 shares; 2025Q4: 9,815 shares; 2026Q1: 10,326 shares 10,326 $1.75M 0.22% +511 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 9,796 shares; 2025Q3: 10,015 shares; 2025Q4: 13,622 shares; 2026Q1: 10,306 shares 10,306 $1.7M 0.21% -3,316 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: not loaded; 2024Q4: 5,495 shares; 2025Q1: 7,810 shares; 2025Q2: 9,376 shares; 2025Q3: 11,860 shares; 2025Q4: 13,788 shares; 2026Q1: 15,290 shares 15,290 $1.68M 0.21% +1,502 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,719 shares; 2025Q1: 8,308 shares; 2025Q2: 8,159 shares; 2025Q3: 7,663 shares; 2025Q4: 7,333 shares; 2026Q1: 8,487 shares 8,487 $1.65M 0.2% +1,154 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: not loaded; 2024Q4: 14,937 shares; 2025Q1: 20,400 shares; 2025Q2: 18,870 shares; 2025Q3: 18,002 shares; 2025Q4: 17,111 shares; 2026Q1: 16,348 shares 16,348 $1.65M 0.2% -763 Timeline PHYL 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 loaded; 2024Q4: not reported; 2025Q1: 5,823 shares; 2025Q2: 8,506 shares; 2025Q3: 14,072 shares; 2025Q4: 25,148 shares; 2026Q1: 46,375 shares 46,375 $1.61M 0.2% +21,227 Timeline TAXX 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 loaded; 2024Q4: not reported; 2025Q1: 10,301 shares; 2025Q2: 20,669 shares; 2025Q3: 24,479 shares; 2025Q4: 29,257 shares; 2026Q1: 31,394 shares 31,394 $1.59M 0.2% +2,137 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,157 shares; 2025Q1: 3,341 shares; 2025Q2: 4,003 shares; 2025Q3: 4,050 shares; 2025Q4: 4,771 shares; 2026Q1: 5,172 shares 5,172 $1.56M 0.19% +401 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: not loaded; 2024Q4: 14,435 shares; 2025Q1: 22,631 shares; 2025Q2: 15,404 shares; 2025Q3: 16,351 shares; 2025Q4: 14,862 shares; 2026Q1: 15,288 shares 15,288 $1.53M 0.19% +426 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: not loaded; 2024Q4: 2,549 shares; 2025Q1: 4,154 shares; 2025Q2: 4,385 shares; 2025Q3: 4,333 shares; 2025Q4: 5,434 shares; 2026Q1: 6,023 shares 6,023 $1.47M 0.18% +589 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: not loaded; 2024Q4: 6,151 shares; 2025Q1: 7,609 shares; 2025Q2: 7,042 shares; 2025Q3: 6,985 shares; 2025Q4: 20,983 shares; 2026Q1: 23,818 shares 23,818 $1.46M 0.18% +2,835 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,561 shares; 2025Q3: 1,371 shares; 2025Q4: 1,415 shares; 2026Q1: 2,043 shares 2,043 $1.45M 0.18% +628 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,427 shares; 2025Q3: 2,444 shares; 2025Q4: 3,186 shares; 2026Q1: 5,622 shares 5,622 $1.37M 0.17% +2,436 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,037 shares; 2026Q1: 29,245 shares 29,245 $1.36M 0.17% +3,208 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: not loaded; 2024Q4: 5,656 shares; 2025Q1: 5,737 shares; 2025Q2: 5,240 shares; 2025Q3: 4,535 shares; 2025Q4: 4,734 shares; 2026Q1: 8,723 shares 8,723 $1.35M 0.17% +3,989 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: not loaded; 2024Q4: 1,878 shares; 2025Q1: 2,311 shares; 2025Q2: 3,357 shares; 2025Q3: 3,501 shares; 2025Q4: 4,058 shares; 2026Q1: 9,193 shares 9,193 $1.35M 0.17% +5,135 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,604 shares; 2025Q1: 3,150 shares; 2025Q2: 3,743 shares; 2025Q3: 2,633 shares; 2025Q4: 4,178 shares; 2026Q1: 5,444 shares 5,444 $1.35M 0.17% +1,266 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,594 shares; 2025Q1: 4,694 shares; 2025Q2: 5,729 shares; 2025Q3: 5,808 shares; 2025Q4: 6,444 shares; 2026Q1: 6,507 shares 6,507 $1.35M 0.17% +63 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,483 shares; 2025Q1: 16,051 shares; 2025Q2: not reported; 2025Q3: 47,887 shares; 2025Q4: 47,265 shares; 2026Q1: 54,260 shares 54,260 $1.34M 0.17% +6,995 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: not loaded; 2024Q4: 680 shares; 2025Q1: 748 shares; 2025Q2: 720 shares; 2025Q3: 1,011 shares; 2025Q4: 13,994 shares; 2026Q1: 13,611 shares 13,611 $1.31M 0.16% -383 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: not loaded; 2024Q4: 2,764 shares; 2025Q1: 3,251 shares; 2025Q2: 4,288 shares; 2025Q3: 3,768 shares; 2025Q4: 4,634 shares; 2026Q1: 4,412 shares 4,412 $1.3M 0.16% -222 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,195 shares; 2025Q1: 15,452 shares; 2025Q2: 14,114 shares; 2025Q3: 13,510 shares; 2025Q4: 13,447 shares; 2026Q1: 13,315 shares 13,315 $1.29M 0.16% -132 Timeline AVUV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,674 shares; 2025Q4: 8,290 shares; 2026Q1: 11,700 shares 11,700 $1.29M 0.16% +3,410 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,469 shares; 2025Q4: 24,736 shares; 2026Q1: 30,343 shares 30,343 $1.29M 0.16% +5,607 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,977 shares; 2025Q1: 3,808 shares; 2025Q2: 3,734 shares; 2025Q3: 7,440 shares; 2025Q4: 24,262 shares; 2026Q1: 16,087 shares 16,087 $1.28M 0.16% -8,175 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,177 shares; 2025Q2: 21,324 shares; 2025Q3: 21,324 shares; 2025Q4: 33,516 shares; 2026Q1: 33,516 shares 33,516 $1.27M 0.16% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 3,044 shares; 2025Q3: 3,022 shares; 2025Q4: 4,104 shares; 2026Q1: 4,268 shares 4,268 $1.26M 0.15% +164 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares; 2026Q1: 6,948 shares 6,948 $1.26M 0.15% +848 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,711 shares; 2025Q1: 26,231 shares; 2025Q2: 24,851 shares; 2025Q3: 24,553 shares; 2025Q4: 23,058 shares; 2026Q1: 19,239 shares 19,239 $1.25M 0.15% -3,819 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,459 shares; 2025Q3: 27,994 shares; 2025Q4: 41,640 shares; 2026Q1: 46,861 shares 46,861 $1.23M 0.15% +5,221 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: not loaded; 2024Q4: 3,707 shares; 2025Q1: 4,026 shares; 2025Q2: 6,753 shares; 2025Q3: 7,081 shares; 2025Q4: 6,150 shares; 2026Q1: 6,017 shares 6,017 $1.22M 0.15% -133 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,202 shares; 2025Q1: 13,627 shares; 2025Q2: 11,898 shares; 2025Q3: 16,715 shares; 2025Q4: 20,475 shares; 2026Q1: 17,720 shares 17,720 $1.21M 0.15% -2,755 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,249 shares; 2026Q1: 9,398 shares 9,398 $1.2M 0.15% +2,149 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,301 shares; 2025Q3: 11,130 shares; 2025Q4: 16,102 shares; 2026Q1: 16,105 shares 16,105 $1.16M 0.14% +3 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 1,516 shares; 2025Q4: 2,044 shares; 2026Q1: 2,928 shares 2,928 $1.14M 0.14% +884 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,814 shares; 2026Q1: 29,110 shares 29,110 $1.13M 0.14% +296 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,929 shares; 2025Q1: 13,225 shares; 2025Q2: 10,633 shares; 2025Q3: 12,509 shares; 2025Q4: 11,226 shares; 2026Q1: 11,910 shares 11,910 $1.08M 0.13% +684 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,921 shares; 2025Q3: 8,158 shares; 2025Q4: 11,572 shares; 2026Q1: 7,498 shares 7,498 $1.06M 0.13% -4,074 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 loaded; 2024Q4: 34,811 shares; 2025Q1: 36,080 shares; 2025Q2: 36,077 shares; 2025Q3: 39,237 shares; 2025Q4: 40,092 shares; 2026Q1: 40,987 shares 40,987 $1.05M 0.13% +895 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 5,514 shares; 2025Q3: 5,457 shares; 2025Q4: 7,850 shares; 2026Q1: 7,937 shares 7,937 $1.04M 0.13% +87 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,139 shares; 2025Q2: 16,096 shares; 2025Q3: 15,542 shares; 2025Q4: 30,523 shares; 2026Q1: 39,365 shares 39,365 $1.04M 0.13% +8,842 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,771 shares; 2026Q1: 22,226 shares 22,226 $1.01M 0.12% +9,455 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 2,638 shares; 2025Q4: 2,751 shares; 2026Q1: 2,964 shares 2,964 $1M 0.12% +213 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,882 shares; 2025Q4: 11,318 shares; 2026Q1: 12,521 shares 12,521 $979K 0.12% +1,203 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 2,247 shares; 2026Q1: 2,536 shares 2,536 $972K 0.12% +289 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,361 shares 15,361 $971K 0.12% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: 3,207 shares; 2025Q3: 3,705 shares; 2025Q4: 5,580 shares; 2026Q1: 6,072 shares 6,072 $970K 0.12% +492 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,998 shares; 2025Q2: 17,361 shares; 2025Q3: 20,352 shares; 2025Q4: 27,698 shares; 2026Q1: 25,650 shares 25,650 $954K 0.12% -2,048 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 loaded; 2024Q4: not reported; 2025Q1: 2,673 shares; 2025Q2: 4,114 shares; 2025Q3: 4,147 shares; 2025Q4: 4,623 shares; 2026Q1: 4,458 shares 4,458 $952K 0.12% -165 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 2,110 shares; 2025Q4: 2,382 shares; 2026Q1: 2,657 shares 2,657 $935K 0.11% +275 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 844 shares; 2025Q1: 1,391 shares; 2025Q2: 4,412 shares; 2025Q3: 2,914 shares; 2025Q4: 2,779 shares; 2026Q1: 3,426 shares 3,426 $927K 0.11% +647 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 9,280 shares; 2025Q4: 6,627 shares; 2026Q1: 10,602 shares 10,602 $919K 0.11% +3,975 Timeline XCCC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,903 shares 24,903 $906K 0.11% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,430 shares; 2025Q3: 3,575 shares; 2025Q4: 5,594 shares; 2026Q1: 5,636 shares 5,636 $904K 0.11% +42 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: not loaded; 2024Q4: 1,368 shares; 2025Q1: 1,045 shares; 2025Q2: 870 shares; 2025Q3: 1,122 shares; 2025Q4: 1,259 shares; 2026Q1: 1,378 shares 1,378 $900K 0.11% +119 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 3,126 shares; 2026Q1: 3,685 shares 3,685 $889K 0.11% +559 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,526 shares; 2025Q3: 2,588 shares; 2025Q4: 4,466 shares; 2026Q1: 4,409 shares 4,409 $878K 0.11% -57 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 2,029 shares 2,029 $877K 0.11% +1,598 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: not loaded; 2024Q4: 2,378 shares; 2025Q1: 2,300 shares; 2025Q2: 2,092 shares; 2025Q3: 2,050 shares; 2025Q4: 2,083 shares; 2026Q1: 2,046 shares 2,046 $872K 0.11% -37 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 931 shares; 2025Q1: 941 shares; 2025Q2: 503 shares; 2025Q3: 816 shares; 2025Q4: 1,068 shares; 2026Q1: 1,988 shares 1,988 $868K 0.11% +920 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,403 shares 20,403 $866K 0.11% new Timeline FNDF 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 loaded; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,807 shares; 2025Q3: 12,566 shares; 2025Q4: 12,508 shares; 2026Q1: 17,448 shares 17,448 $854K 0.1% +4,940 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 3,357 shares; 2025Q3: 2,926 shares; 2025Q4: 4,156 shares; 2026Q1: 4,375 shares 4,375 $844K 0.1% +219 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 562 shares; 2025Q4: 717 shares; 2026Q1: 959 shares 959 $837K 0.1% +242 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,021 shares; 2025Q4: 8,150 shares; 2026Q1: 8,717 shares 8,717 $819K 0.1% +567 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,020 shares; 2025Q2: 20,372 shares; 2025Q3: 16,900 shares; 2025Q4: 16,759 shares; 2026Q1: 14,119 shares 14,119 $818K 0.1% -2,640 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: 4,012 shares; 2025Q4: 5,080 shares; 2026Q1: 7,050 shares 7,050 $794K 0.1% +1,970 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 2,446 shares; 2025Q4: 1,544 shares; 2026Q1: 1,274 shares 1,274 $770K 0.09% -270 Timeline IWX 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 loaded; 2024Q4: 8,427 shares; 2025Q1: 8,457 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,132 shares; 2026Q1: 8,193 shares 8,193 $759K 0.09% +61 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares; 2026Q1: 12,553 shares 12,553 $758K 0.09% +8,860 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 693 shares; 2025Q1: 807 shares; 2025Q2: 750 shares; 2025Q3: 756 shares; 2025Q4: 1,137 shares; 2026Q1: 1,514 shares 1,514 $756K 0.09% +377 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,478 shares; 2025Q1: 1,709 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,423 shares; 2026Q1: 2,864 shares 2,864 $750K 0.09% +1,441 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 998 shares; 2025Q4: 1,386 shares; 2026Q1: 1,519 shares 1,519 $745K 0.09% +133 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,748 shares; 2026Q1: 46,256 shares 46,256 $732K 0.09% +1,508 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,284 shares; 2025Q3: 19,119 shares; 2025Q4: 27,550 shares; 2026Q1: 24,881 shares 24,881 $725K 0.09% -2,669 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,969 shares 107,969 $717K 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 1,505 shares; 2025Q2: 2,011 shares; 2025Q3: 1,825 shares; 2025Q4: 2,124 shares; 2026Q1: 2,270 shares 2,270 $705K 0.09% +146 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,511 shares; 2025Q2: 3,757 shares; 2025Q3: 3,540 shares; 2025Q4: 4,695 shares; 2026Q1: 5,774 shares 5,774 $695K 0.09% +1,079 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,321 shares; 2025Q4: 8,686 shares; 2026Q1: 9,881 shares 9,881 $685K 0.08% +1,195 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,467 shares; 2025Q3: 46,422 shares; 2025Q4: 35,072 shares; 2026Q1: 21,342 shares 21,342 $678K 0.08% -13,730 Timeline DFAI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,190 shares 17,190 $670K 0.08% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,619 shares; 2025Q4: 33,438 shares; 2026Q1: 35,634 shares 35,634 $669K 0.08% +2,196 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,760 shares; 2025Q1: 51,911 shares; 2025Q2: 38,396 shares; 2025Q3: 38,252 shares; 2025Q4: 5,771 shares; 2026Q1: 6,454 shares 6,454 $667K 0.08% +683 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,613 shares; 2025Q1: 8,514 shares; 2025Q2: 11,313 shares; 2025Q3: 10,089 shares; 2025Q4: 15,991 shares; 2026Q1: 13,533 shares 13,533 $660K 0.08% -2,458 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,018 shares; 2025Q3: 2,949 shares; 2025Q4: 4,126 shares; 2026Q1: 5,153 shares 5,153 $653K 0.08% +1,027 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,690 shares 22,690 $651K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,450 shares; 2025Q3: 1,489 shares; 2025Q4: 1,859 shares; 2026Q1: 2,294 shares 2,294 $651K 0.08% +435 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,677 shares; 2026Q1: 36,348 shares 36,348 $648K 0.08% -1,329 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: not loaded; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,503 shares; 2025Q3: 6,115 shares; 2025Q4: 7,591 shares; 2026Q1: 6,037 shares 6,037 $641K 0.08% -1,554 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,693 shares; 2025Q2: 15,640 shares; 2025Q3: 15,738 shares; 2025Q4: 11,341 shares; 2026Q1: 12,717 shares 12,717 $638K 0.08% +1,376 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 14,370 shares; 2026Q1: 16,485 shares 16,485 $633K 0.08% +2,115 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,617 shares; 2025Q1: 80,603 shares; 2025Q2: 149,516 shares; 2025Q3: 151,531 shares; 2025Q4: 106,819 shares; 2026Q1: 20,260 shares 20,260 $625K 0.08% -86,559 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 loaded; 2024Q4: 8,554 shares; 2025Q1: 13,528 shares; 2025Q2: 6,655 shares; 2025Q3: 7,499 shares; 2025Q4: 11,441 shares; 2026Q1: 12,182 shares 12,182 $608K 0.07% +741 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 loaded; 2024Q4: 8,410 shares; 2025Q1: 13,163 shares; 2025Q2: 11,451 shares; 2025Q3: 14,378 shares; 2025Q4: 12,931 shares; 2026Q1: 12,616 shares 12,616 $606K 0.07% -315 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,599 shares; 2026Q1: 4,794 shares 4,794 $601K 0.07% +1,195 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,687 shares; 2025Q2: 5,825 shares; 2025Q3: 4,931 shares; 2025Q4: 6,212 shares; 2026Q1: 7,851 shares 7,851 $597K 0.07% +1,639 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,717 shares; 2025Q3: 1,695 shares; 2025Q4: 1,879 shares; 2026Q1: 1,960 shares 1,960 $593K 0.07% +81 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,146 shares; 2025Q3: not reported; 2025Q4: 4,215 shares; 2026Q1: 7,505 shares 7,505 $582K 0.07% +3,290 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,574 shares; 2025Q1: 9,410 shares; 2025Q2: 4,710 shares; 2025Q3: 4,626 shares; 2025Q4: 5,804 shares; 2026Q1: 5,855 shares 5,855 $581K 0.07% +51 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 951 shares; 2026Q1: 1,171 shares 1,171 $576K 0.07% +220 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,735 shares; 2025Q2: 3,842 shares; 2025Q3: 3,244 shares; 2025Q4: 3,717 shares; 2026Q1: 3,976 shares 3,976 $574K 0.07% +259 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,523 shares; 2025Q4: 2,139 shares; 2026Q1: 2,439 shares 2,439 $569K 0.07% +300 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,996 shares; 2026Q1: 11,860 shares 11,860 $568K 0.07% +864 Timeline HTRB 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 loaded; 2024Q4: not reported; 2025Q1: 18,522 shares; 2025Q2: 17,010 shares; 2025Q3: 15,972 shares; 2025Q4: 15,972 shares; 2026Q1: 16,800 shares 16,800 $567K 0.07% +828 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,340 shares; 2026Q1: 8,311 shares 8,311 $566K 0.07% -12,029 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,043 shares; 2025Q1: 1,340 shares; 2025Q2: 2,122 shares; 2025Q3: 1,749 shares; 2025Q4: 2,075 shares; 2026Q1: 2,314 shares 2,314 $561K 0.07% +239 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 8,919 shares 8,919 $559K 0.07% +5,621 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,486 shares; 2025Q4: 31,081 shares; 2026Q1: 34,673 shares 34,673 $551K 0.07% +3,592 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,699 shares; 2026Q1: 4,156 shares 4,156 $549K 0.07% +457 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,277 shares; 2025Q4: 2,859 shares; 2026Q1: 3,047 shares 3,047 $548K 0.07% +188 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,041 shares 38,041 $536K 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 633 shares; 2025Q2: 693 shares; 2025Q3: 636 shares; 2025Q4: 893 shares; 2026Q1: 1,066 shares 1,066 $528K 0.06% +173 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,067 shares; 2025Q4: 16,383 shares; 2026Q1: 25,463 shares 25,463 $518K 0.06% +9,080 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,532 shares; 2025Q1: 14,200 shares; 2025Q2: 10,914 shares; 2025Q3: 8,874 shares; 2025Q4: 8,059 shares; 2026Q1: 7,661 shares 7,661 $517K 0.06% -398 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,522 shares; 2025Q4: 22,548 shares; 2026Q1: 14,720 shares 14,720 $498K 0.06% -7,828 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,906 shares; 2025Q2: 2,262 shares; 2025Q3: 1,901 shares; 2025Q4: 2,416 shares; 2026Q1: 2,430 shares 2,430 $482K 0.06% +14 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,668 shares; 2025Q1: 6,939 shares; 2025Q2: 6,269 shares; 2025Q3: 4,771 shares; 2025Q4: 4,330 shares; 2026Q1: 4,660 shares 4,660 $477K 0.06% +330 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,581 shares; 2025Q4: 10,173 shares; 2026Q1: 10,996 shares 10,996 $473K 0.06% +823 Timeline VIOO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 4,102 shares 4,102 $471K 0.06% +435 Timeline CZA 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 loaded; 2024Q4: 6,205 shares; 2025Q1: 5,338 shares; 2025Q2: 5,278 shares; 2025Q3: 5,217 shares; 2025Q4: 4,289 shares; 2026Q1: 4,177 shares 4,177 $460K 0.06% -112 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,552 shares; 2025Q3: 19,120 shares; 2025Q4: 7,626 shares; 2026Q1: 5,772 shares 5,772 $459K 0.06% -1,854 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,664 shares; 2026Q1: 42,054 shares 42,054 $456K 0.06% +2,390 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares; 2026Q1: 6,915 shares 6,915 $455K 0.06% +408 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,313 shares; 2025Q3: 11,040 shares; 2025Q4: 14,124 shares; 2026Q1: 16,088 shares 16,088 $452K 0.06% +1,964 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,729 shares; 2025Q4: 10,469 shares; 2026Q1: 11,329 shares 11,329 $447K 0.05% +860 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,694 shares; 2025Q4: 23,602 shares; 2026Q1: 16,021 shares 16,021 $442K 0.05% -7,581 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,946 shares; 2025Q1: 3,630 shares; 2025Q2: 3,856 shares; 2025Q3: 3,274 shares; 2025Q4: 4,516 shares; 2026Q1: 4,737 shares 4,737 $440K 0.05% +221 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: not loaded; 2024Q4: not reported; 2025Q1: 7,914 shares; 2025Q2: 7,151 shares; 2025Q3: 6,691 shares; 2025Q4: 6,667 shares; 2026Q1: 7,014 shares 7,014 $439K 0.05% +347 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,938 shares; 2026Q1: 2,281 shares 2,281 $438K 0.05% +343 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: 17,000 shares; 2025Q2: 18,045 shares; 2025Q3: 21,051 shares; 2025Q4: 21,048 shares; 2026Q1: 21,056 shares 21,056 $437K 0.05% +8 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,100 shares; 2025Q1: 3,099 shares; 2025Q2: 3,028 shares; 2025Q3: 2,984 shares; 2025Q4: 3,013 shares; 2026Q1: 3,064 shares 3,064 $436K 0.05% +51 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,669 shares; 2025Q3: 2,251 shares; 2025Q4: 2,465 shares; 2026Q1: 2,642 shares 2,642 $435K 0.05% +177 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,618 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 4,687 shares; 2026Q1: 4,446 shares 4,446 $432K 0.05% -241 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 525 shares; 2026Q1: 584 shares 584 $431K 0.05% +59 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,254 shares; 2026Q1: 7,332 shares 7,332 $429K 0.05% +1,078 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $425K 0.05% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,886 shares; 2025Q4: 10,617 shares; 2026Q1: 7,571 shares 7,571 $418K 0.05% -3,046 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 549 shares; 2025Q3: 586 shares; 2025Q4: 1,018 shares; 2026Q1: 971 shares 971 $413K 0.05% -47 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,955 shares; 2026Q1: 7,686 shares 7,686 $406K 0.05% -269 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,659 shares; 2026Q1: 15,035 shares 15,035 $405K 0.05% -6,624 Timeline APXM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares 12,806 $401K 0.05% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,781 shares; 2025Q1: 5,414 shares; 2025Q2: 4,857 shares; 2025Q3: 4,532 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares 4,503 $398K 0.05% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,463 shares 7,463 $394K 0.05% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,156 shares; 2025Q2: 11,332 shares; 2025Q3: 9,215 shares; 2025Q4: 9,234 shares; 2026Q1: 13,545 shares 13,545 $393K 0.05% +4,311 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,994 shares; 2026Q1: 22,760 shares 22,760 $392K 0.05% +5,766 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 loaded; 2024Q4: 925 shares; 2025Q1: 979 shares; 2025Q2: 1,045 shares; 2025Q3: 1,030 shares; 2025Q4: 1,089 shares; 2026Q1: 970 shares 970 $386K 0.05% -119 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,831 shares; 2025Q2: 2,030 shares; 2025Q3: 2,287 shares; 2025Q4: 2,238 shares; 2026Q1: 2,008 shares 2,008 $375K 0.05% -230 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,746 shares; 2025Q4: 14,955 shares; 2026Q1: 10,032 shares 10,032 $372K 0.05% -4,923 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,031 shares 4,031 $370K 0.05% new Timeline SCHA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,575 shares; 2026Q1: 12,596 shares 12,596 $366K 0.05% -1,979 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,982 shares; 2025Q1: 2,868 shares; 2025Q2: 1,963 shares; 2025Q3: 1,855 shares; 2025Q4: 1,615 shares; 2026Q1: 1,743 shares 1,743 $366K 0.04% +128 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,496 shares; 2026Q1: 1,923 shares 1,923 $365K 0.04% +427 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848 shares; 2025Q3: 937 shares; 2025Q4: not reported; 2026Q1: 1,283 shares 1,283 $364K 0.04% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,887 shares; 2025Q4: 4,415 shares; 2026Q1: 4,505 shares 4,505 $358K 0.04% +90 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,030 shares 4,030 $355K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares; 2026Q1: 2,271 shares 2,271 $353K 0.04% +167 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,818 shares; 2025Q4: 4,797 shares; 2026Q1: 5,244 shares 5,244 $352K 0.04% +447 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,238 shares; 2025Q1: 12,244 shares; 2025Q2: 12,114 shares; 2025Q3: 12,112 shares; 2025Q4: 12,113 shares; 2026Q1: 12,115 shares 12,115 $352K 0.04% +2 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,749 shares; 2026Q1: 3,493 shares 3,493 $348K 0.04% +744 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,631 shares; 2026Q1: 15,139 shares 15,139 $347K 0.04% +2,508 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,244 shares 6,244 $347K 0.04% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,336 shares; 2025Q4: 2,885 shares; 2026Q1: 3,372 shares 3,372 $345K 0.04% +487 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 967 shares; 2025Q4: 1,180 shares; 2026Q1: 1,308 shares 1,308 $340K 0.04% +128 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,679 shares; 2025Q3: 6,482 shares; 2025Q4: 6,998 shares; 2026Q1: 7,397 shares 7,397 $340K 0.04% +399 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: not loaded; 2024Q4: 4,036 shares; 2025Q1: 6,209 shares; 2025Q2: 6,274 shares; 2025Q3: not reported; 2025Q4: 3,120 shares; 2026Q1: 3,566 shares 3,566 $339K 0.04% +446 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,486 shares 2,486 $337K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares 951 $325K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 1,453 shares 1,453 $318K 0.04% +341 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 1,866 shares; 2025Q4: 2,000 shares; 2026Q1: 2,361 shares 2,361 $309K 0.04% +361 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 2,098 shares 2,098 $307K 0.04% +551 Timeline IJS 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 loaded; 2024Q4: 2,233 shares; 2025Q1: 2,394 shares; 2025Q2: 3,509 shares; 2025Q3: 2,639 shares; 2025Q4: 2,671 shares; 2026Q1: 2,566 shares 2,566 $304K 0.04% -105 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,101 shares; 2026Q1: 2,215 shares 2,215 $301K 0.04% -886 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347 shares 347 $300K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $297K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares 4,499 $297K 0.04% new Timeline QQQE 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 loaded; 2024Q4: 2,930 shares; 2025Q1: 2,495 shares; 2025Q2: 2,609 shares; 2025Q3: 3,023 shares; 2025Q4: 3,074 shares; 2026Q1: 3,000 shares 3,000 $296K 0.04% -74 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 1,817 shares; 2026Q1: 2,364 shares 2,364 $295K 0.04% +547 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 613 shares; 2025Q4: 881 shares; 2026Q1: 827 shares 827 $295K 0.04% -54 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,619 shares 20,619 $294K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares; 2026Q1: 2,301 shares 2,301 $291K 0.04% +413 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,457 shares 2,457 $291K 0.04% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 699 shares; 2025Q4: 815 shares; 2026Q1: 1,045 shares 1,045 $290K 0.04% +230 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,326 shares 1,326 $287K 0.04% +87 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 657 shares; 2025Q1: 752 shares; 2025Q2: 744 shares; 2025Q3: 623 shares; 2025Q4: 720 shares; 2026Q1: 802 shares 802 $287K 0.04% +82 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares; 2025Q4: 1,876 shares; 2026Q1: 1,994 shares 1,994 $285K 0.04% +118 Timeline DFGX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,990 shares; 2026Q1: 5,427 shares 5,427 $285K 0.03% +437 Timeline DFCF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,231 shares; 2026Q1: 6,728 shares 6,728 $284K 0.03% +497 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $282K 0.03% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares 1,629 $282K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares; 2026Q1: 2,332 shares 2,332 $279K 0.03% +642 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,267 shares 3,267 $276K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 509 shares; 2025Q3: 506 shares; 2025Q4: 575 shares; 2026Q1: 627 shares 627 $274K 0.03% +52 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 2,354 shares; 2025Q3: 2,624 shares; 2025Q4: 2,831 shares; 2026Q1: 3,049 shares 3,049 $273K 0.03% +218 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares 2,569 $272K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,992 shares 7,992 $270K 0.03% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,264 shares; 2025Q3: 4,192 shares; 2025Q4: 3,551 shares; 2026Q1: 3,806 shares 3,806 $270K 0.03% +255 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 582 shares 582 $268K 0.03% +120 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,166 shares; 2026Q1: 2,259 shares 2,259 $268K 0.03% +93 Timeline DFIC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,159 shares; 2026Q1: 7,487 shares 7,487 $266K 0.03% +328 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,556 shares 2,556 $265K 0.03% -129 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,251 shares 2,251 $264K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $263K 0.03% new Timeline DCOR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,382 shares; 2026Q1: 3,639 shares 3,639 $262K 0.03% +257 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 283 shares; 2025Q2: 285 shares; 2025Q3: 232 shares; 2025Q4: 1,365 shares; 2026Q1: 2,508 shares 2,508 $262K 0.03% +1,143 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,515 shares 4,515 $260K 0.03% new Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,770 shares 7,770 $260K 0.03% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,050 shares; 2025Q3: 11,189 shares; 2025Q4: 14,722 shares; 2026Q1: 15,706 shares 15,706 $258K 0.03% +984 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares 2,819 $255K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 10,307 shares; 2025Q2: 9,499 shares; 2025Q3: 8,795 shares; 2025Q4: 9,426 shares; 2026Q1: 8,899 shares 8,899 $255K 0.03% -527 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $253K 0.03% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,304 shares 12,304 $251K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,911 shares; 2026Q1: 2,209 shares 2,209 $251K 0.03% +298 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,350 shares 8,350 $248K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 5,382 shares; 2025Q2: 5,582 shares; 2025Q3: 5,661 shares; 2025Q4: 5,862 shares; 2026Q1: 5,193 shares 5,193 $247K 0.03% -669 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,664 shares 4,664 $246K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,583 shares 2,583 $242K 0.03% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,910 shares; 2025Q4: 75,125 shares; 2026Q1: 54,236 shares 54,236 $242K 0.03% -20,889 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 251 shares 251 $241K 0.03% +52 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,217 shares; 2026Q1: 1,210 shares 1,210 $240K 0.03% -7 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,779 shares 6,779 $239K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $235K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,154 shares 2,154 $235K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 718 shares; 2025Q3: 781 shares; 2025Q4: 1,047 shares; 2026Q1: 964 shares 964 $234K 0.03% -83 Timeline DFGP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares; 2026Q1: 4,334 shares 4,334 $234K 0.03% +154 Timeline NOVM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,127 shares; 2026Q1: 7,127 shares 7,127 $233K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,279 shares 5,279 $233K 0.03% new Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,565 shares 21,565 $233K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 517 shares 517 $231K 0.03% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,087 shares; 2026Q1: 4,433 shares 4,433 $231K 0.03% +346 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,265 shares; 2025Q4: 22,101 shares; 2026Q1: 9,698 shares 9,698 $230K 0.03% -12,403 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $229K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,708 shares; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,791 shares; 2025Q4: 10,693 shares; 2026Q1: 4,022 shares 4,022 $228K 0.03% -6,671 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 1,523 shares; 2025Q4: 1,879 shares; 2026Q1: 2,084 shares 2,084 $227K 0.03% +205 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: 2,670 shares 2,670 $227K 0.03% -970 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 710 shares 710 $226K 0.03% -277 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares; 2026Q1: 1,888 shares 1,888 $224K 0.03% +503 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,314 shares 2,314 $224K 0.03% +164 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares 534 $223K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares 622 $222K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares; 2026Q1: 6,507 shares 6,507 $221K 0.03% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $221K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 630 shares; 2025Q4: 643 shares; 2026Q1: 614 shares 614 $220K 0.03% -29 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,016 shares; 2025Q1: 79,506 shares; 2025Q2: 77,113 shares; 2025Q3: 80,666 shares; 2025Q4: 64,498 shares; 2026Q1: 4,461 shares 4,461 $220K 0.03% -60,037 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,727 shares; 2025Q1: 3,745 shares; 2025Q2: 2,953 shares; 2025Q3: 2,880 shares; 2025Q4: 2,778 shares; 2026Q1: 2,781 shares 2,781 $220K 0.03% +3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,326 shares 1,326 $217K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,907 shares 1,907 $216K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,095 shares; 2025Q2: 1,938 shares; 2025Q3: 2,216 shares; 2025Q4: 2,834 shares; 2026Q1: 3,437 shares 3,437 $216K 0.03% +603 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares 1,541 $215K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,061 shares; 2025Q3: 2,140 shares; 2025Q4: 2,292 shares; 2026Q1: 2,226 shares 2,226 $215K 0.03% -66 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares 931 $215K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,913 shares 2,913 $213K 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares 1,236 $213K 0.03% new Timeline AGGY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,074 shares; 2025Q4: 4,707 shares; 2026Q1: 4,845 shares 4,845 $211K 0.03% +138 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares 710 $210K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 564 shares 564 $209K 0.03% +1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,166 shares 4,166 $208K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,756 shares; 2025Q4: 1,725 shares; 2026Q1: 1,688 shares 1,688 $207K 0.03% -37 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $207K 0.03% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,490 shares 8,490 $206K 0.03% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,508 shares; 2025Q1: 6,809 shares; 2025Q2: 6,815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares 2,487 $206K 0.03% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares 1,452 $202K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares 1,169 $202K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $201K 0.02% new Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,225 shares 10,225 $193K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,575 shares 11,575 $131K 0.02% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,702 shares; 2025Q3: 48,352 shares; 2025Q4: 23,960 shares; 2026Q1: 20,015 shares 20,015 $121K 0.01% -3,945 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,880 shares; 2026Q1: 25,453 shares 25,453 $92.1K 0.01% +573 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares; 2026Q1: 13,765 shares 13,765 $61K 0.01% +3,525 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,733 shares; 2026Q1: 18,994 shares 18,994 $52.8K 0.01% +261 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,848 shares 11,848 $41.9K 0.01% new Timeline