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: 32,283 shares; 2024Q4: 34,085 shares; 2025Q1: 27,114 shares; 2025Q2: 57,152 shares; 2025Q3: 13,216 shares; 2025Q4: 75,887 shares; 2026Q1: 54,803 shares 54,803 $34.6M 5.27% -21,084 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,590 shares; 2024Q4: 427,308 shares; 2025Q1: 648,361 shares; 2025Q2: 553,071 shares; 2025Q3: 17,704 shares; 2025Q4: 688,784 shares; 2026Q1: 760,329 shares 760,329 $33.9M 5.17% +71,545 Timeline SPAB 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: 21,770 shares; 2024Q4: 18,841 shares; 2025Q1: 218,714 shares; 2025Q2: 12,538 shares; 2025Q3: 67,337 shares; 2025Q4: 148,411 shares; 2026Q1: 1,230,624 shares 1,230,624 $31.4M 4.78% +1,082,213 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 220,361 shares; 2025Q1: 455,369 shares; 2025Q2: 258,300 shares; 2025Q3: 3,462 shares; 2025Q4: 287,995 shares; 2026Q1: 299,377 shares 299,377 $28.5M 4.34% +11,382 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602,802 shares 602,802 $27.6M 4.2% new Timeline SSO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 392,767 shares 392,767 $19.3M 2.93% new 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: 32,312 shares; 2024Q4: 31,532 shares; 2025Q1: 33,469 shares; 2025Q2: 32,468 shares; 2025Q3: 30,583 shares; 2025Q4: 37,305 shares; 2026Q1: 32,755 shares 32,755 $19M 2.9% -4,550 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,619 shares; 2025Q3: 9,342 shares; 2025Q4: 12,948 shares; 2026Q1: 213,578 shares 213,578 $17.6M 2.68% +200,630 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: 112,299 shares; 2024Q4: 209,060 shares; 2025Q1: 277,609 shares; 2025Q2: 158,193 shares; 2025Q3: 827 shares; 2025Q4: 190,602 shares; 2026Q1: 179,186 shares 179,186 $16.4M 2.5% -11,416 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: 108,214 shares; 2024Q4: 104,405 shares; 2025Q1: 101,528 shares; 2025Q2: 85,694 shares; 2025Q3: 21,971 shares; 2025Q4: 84,858 shares; 2026Q1: 91,736 shares 91,736 $15.2M 2.31% +6,878 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: 154,239 shares; 2024Q4: 143,183 shares; 2025Q1: 166,045 shares; 2025Q2: 121,317 shares; 2025Q3: 259,283 shares; 2025Q4: 89,822 shares; 2026Q1: 76,702 shares 76,702 $14.4M 2.19% -13,120 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: 38,419 shares; 2024Q4: 15,332 shares; 2025Q1: 24,644 shares; 2025Q2: 46,165 shares; 2025Q3: 8,971 shares; 2025Q4: 48,429 shares; 2026Q1: 19,159 shares 19,159 $10.7M 1.63% -29,270 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: 38,914 shares; 2024Q4: 38,179 shares; 2025Q1: 62,630 shares; 2025Q2: 32,731 shares; 2025Q3: 25,934 shares; 2025Q4: 43,316 shares; 2026Q1: 42,589 shares 42,589 $10.5M 1.6% -727 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: 7,405 shares; 2024Q4: 24,010 shares; 2025Q1: 24,945 shares; 2025Q2: 26,546 shares; 2025Q3: 3,426 shares; 2025Q4: 4,870 shares; 2026Q1: 22,664 shares 22,664 $9.42M 1.43% +17,794 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,414 shares; 2026Q1: 54,595 shares 54,595 $8.84M 1.34% +1,181 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: 1,194,565 shares; 2024Q4: 1,210,642 shares; 2025Q1: 1,204,646 shares; 2025Q2: 1,246,072 shares; 2025Q3: 86 shares; 2025Q4: 1,240,039 shares; 2026Q1: 625,209 shares 625,209 $8.67M 1.32% -614,830 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357,491 shares 357,491 $8.14M 1.24% new 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: 16,873 shares; 2024Q4: 14,815 shares; 2025Q1: 15,490 shares; 2025Q2: 20,705 shares; 2025Q3: 938 shares; 2025Q4: 77,578 shares; 2026Q1: 69,033 shares 69,033 $7.3M 1.11% -8,545 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,557 shares; 2025Q2: 161,458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,002 shares 143,002 $7.07M 1.08% new Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,910 shares 92,910 $6.87M 1.05% new 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: 22,468 shares; 2024Q4: 20,815 shares; 2025Q1: 31,074 shares; 2025Q2: 21,058 shares; 2025Q3: 8,586 shares; 2025Q4: 21,670 shares; 2026Q1: 18,961 shares 18,961 $6.81M 1.04% -2,709 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 16,154 shares; 2025Q1: 15,975 shares; 2025Q2: 17,697 shares; 2025Q3: 3,067 shares; 2025Q4: 63,924 shares; 2026Q1: 93,497 shares 93,497 $6.8M 1.03% +29,573 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: 2,551 shares; 2024Q4: 72,553 shares; 2025Q1: 2,869 shares; 2025Q2: 2,551 shares; 2025Q3: 1,560 shares; 2025Q4: 2,551 shares; 2026Q1: 65,815 shares 65,815 $6.62M 1.01% +63,264 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,841 shares; 2024Q4: 88,022 shares; 2025Q1: 100,637 shares; 2025Q2: 97,048 shares; 2025Q3: 33,907 shares; 2025Q4: 90,812 shares; 2026Q1: 82,264 shares 82,264 $6.49M 0.99% -8,548 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,344 shares 76,344 $6.43M 0.98% new 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: 106,228 shares; 2024Q4: 108,481 shares; 2025Q1: 110,486 shares; 2025Q2: 117,706 shares; 2025Q3: 127,630 shares; 2025Q4: 130,605 shares; 2026Q1: 170,039 shares 170,039 $5.62M 0.85% +39,434 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: 20,806 shares; 2024Q4: 21,919 shares; 2025Q1: 29,922 shares; 2025Q2: 22,416 shares; 2025Q3: 1,738 shares; 2025Q4: 27,207 shares; 2026Q1: 27,239 shares 27,239 $5.47M 0.83% +32 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,468 shares; 2024Q4: 62,445 shares; 2025Q1: 58,898 shares; 2025Q2: 51,294 shares; 2025Q3: 69,659 shares; 2025Q4: 25,173 shares; 2026Q1: 30,183 shares 30,183 $4.92M 0.75% +5,010 Timeline ICSH 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: 73,700 shares; 2024Q4: 72,238 shares; 2025Q1: 82,650 shares; 2025Q2: 75,554 shares; 2025Q3: 3,118 shares; 2025Q4: 148,469 shares; 2026Q1: 92,277 shares 92,277 $4.67M 0.71% -56,192 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359,733 shares; 2025Q1: 575,037 shares; 2025Q2: 487,536 shares; 2025Q3: 2,426 shares; 2025Q4: 583,761 shares; 2026Q1: 92,251 shares 92,251 $4.66M 0.71% -491,510 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,565 shares; 2024Q4: 909,855 shares; 2025Q1: 1,183,815 shares; 2025Q2: 1,106,403 shares; 2025Q3: 8,350 shares; 2025Q4: 1,161,111 shares; 2026Q1: 182,795 shares 182,795 $4.65M 0.71% -978,316 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,208 shares 21,208 $4.42M 0.67% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,543 shares; 2025Q4: 59,807 shares; 2026Q1: 72,256 shares 72,256 $4.24M 0.64% +12,449 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: 14,185 shares; 2024Q4: 14,139 shares; 2025Q1: 26,937 shares; 2025Q2: 14,302 shares; 2025Q3: 2,147 shares; 2025Q4: 14,670 shares; 2026Q1: 15,417 shares 15,417 $4.22M 0.64% +747 Timeline VTWG 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: 56,487 shares; 2024Q4: 55,510 shares; 2025Q1: 45,409 shares; 2025Q2: 39,619 shares; 2025Q3: 3,313 shares; 2025Q4: 24,113 shares; 2026Q1: 17,359 shares 17,359 $3.81M 0.58% -6,754 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: 5,971 shares; 2024Q4: 6,608 shares; 2025Q1: 9,027 shares; 2025Q2: 4,746 shares; 2025Q3: 7,962 shares; 2025Q4: 5,463 shares; 2026Q1: 6,151 shares 6,151 $3.3M 0.5% +688 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,994 shares; 2024Q4: 77,494 shares; 2025Q1: 81,748 shares; 2025Q2: 76,947 shares; 2025Q3: 7,491 shares; 2025Q4: 79,572 shares; 2026Q1: 78,531 shares 78,531 $3.29M 0.5% -1,041 Timeline USIG 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: 62,309 shares; 2024Q4: 66,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,790 shares; 2026Q1: 63,962 shares 63,962 $3.26M 0.5% -1,828 Timeline VGLT 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: 52,647 shares; 2024Q4: not reported; 2025Q1: 59,199 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,244 shares 58,244 $3.22M 0.49% 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: 5,192 shares; 2024Q4: 2,991 shares; 2025Q1: 6,282 shares; 2025Q2: 5,063 shares; 2025Q3: 17,278 shares; 2025Q4: 11,166 shares; 2026Q1: 10,836 shares 10,836 $3.18M 0.48% -330 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,824 shares; 2024Q4: 16,061 shares; 2025Q1: 55,836 shares; 2025Q2: 53,036 shares; 2025Q3: 20,947 shares; 2025Q4: 73,092 shares; 2026Q1: 70,840 shares 70,840 $3.13M 0.48% -2,252 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: 3,777 shares; 2024Q4: 5,844 shares; 2025Q1: 8,823 shares; 2025Q2: 6,765 shares; 2025Q3: 4,149 shares; 2025Q4: 7,471 shares; 2026Q1: 7,874 shares 7,874 $2.8M 0.43% +403 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: 27,097 shares; 2024Q4: 77,971 shares; 2025Q1: 87,726 shares; 2025Q2: 91,407 shares; 2025Q3: 8,894 shares; 2025Q4: 58,891 shares; 2026Q1: 106,518 shares 106,518 $2.65M 0.4% +47,627 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: 8,812 shares; 2024Q4: 8,749 shares; 2025Q1: 11,013 shares; 2025Q2: 8,999 shares; 2025Q3: 695 shares; 2025Q4: 9,661 shares; 2026Q1: 8,926 shares 8,926 $2.53M 0.39% -735 Timeline VOOG 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: 18,775 shares; 2024Q4: 18,389 shares; 2025Q1: 17,021 shares; 2025Q2: 13,902 shares; 2025Q3: 39,691 shares; 2025Q4: 6,824 shares; 2026Q1: 6,223 shares 6,223 $2.44M 0.37% -601 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,355 shares; 2024Q4: 98,043 shares; 2025Q1: 28,126 shares; 2025Q2: 23,516 shares; 2025Q3: 19,020 shares; 2025Q4: 53,381 shares; 2026Q1: 51,240 shares 51,240 $2.35M 0.36% -2,141 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 83,296 shares; 2026Q1: 84,206 shares 84,206 $2.35M 0.36% +910 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: 23,448 shares; 2024Q4: 24,356 shares; 2025Q1: 24,947 shares; 2025Q2: 15,889 shares; 2025Q3: 29,528 shares; 2025Q4: 37,992 shares; 2026Q1: 26,836 shares 26,836 $2.33M 0.35% -11,156 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,710 shares; 2025Q1: 12,906 shares; 2025Q2: not reported; 2025Q3: 10,672 shares; 2025Q4: 8,437 shares; 2026Q1: 4,932 shares 4,932 $2.31M 0.35% -3,505 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 32,358 shares; 2025Q1: 30,182 shares; 2025Q2: 25,184 shares; 2025Q3: 806 shares; 2025Q4: 12,478 shares; 2026Q1: 11,523 shares 11,523 $2.31M 0.35% -955 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: 68,487 shares; 2024Q4: 68,212 shares; 2025Q1: 71,960 shares; 2025Q2: 56,165 shares; 2025Q3: 19,803 shares; 2025Q4: 29,862 shares; 2026Q1: 28,060 shares 28,060 $2.31M 0.35% -1,802 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: 8,245 shares; 2024Q4: 7,394 shares; 2025Q1: 9,089 shares; 2025Q2: 7,993 shares; 2025Q3: 98,319 shares; 2025Q4: 7,687 shares; 2026Q1: 8,097 shares 8,097 $2.21M 0.34% +410 Timeline SCHP 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: 94,827 shares; 2024Q4: 194,863 shares; 2025Q1: 323,121 shares; 2025Q2: 160,409 shares; 2025Q3: 2,551 shares; 2025Q4: 86,732 shares; 2026Q1: 80,781 shares 80,781 $2.15M 0.33% -5,951 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 20,700 shares; 2025Q1: 22,303 shares; 2025Q2: 21,832 shares; 2025Q3: 20,660 shares; 2025Q4: 27,543 shares; 2026Q1: 26,186 shares 26,186 $2.14M 0.33% -1,357 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 29,837 shares; 2026Q1: 43,270 shares 43,270 $2.08M 0.32% +13,433 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,055 shares; 2024Q4: 65,717 shares; 2025Q1: 66,103 shares; 2025Q2: 51,725 shares; 2025Q3: 12,249 shares; 2025Q4: 27,767 shares; 2026Q1: 25,946 shares 25,946 $2.05M 0.31% -1,821 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,717 shares; 2025Q1: 6,762 shares; 2025Q2: 6,037 shares; 2025Q3: 6,214 shares; 2025Q4: 5,663 shares; 2026Q1: 5,532 shares 5,532 $2.05M 0.31% -131 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: 11,407 shares; 2024Q4: 11,887 shares; 2025Q1: 18,896 shares; 2025Q2: 9,601 shares; 2025Q3: 831 shares; 2025Q4: 10,770 shares; 2026Q1: 11,847 shares 11,847 $2.03M 0.31% +1,077 Timeline SH 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 reported; 2024Q4: 34,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 23,944 shares; 2026Q1: 51,729 shares 51,729 $2.01M 0.31% +27,785 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,654 shares; 2025Q3: 1,359 shares; 2025Q4: 22,626 shares; 2026Q1: 22,466 shares 22,466 $1.98M 0.3% -160 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 2,194 shares; 2025Q1: 1,379 shares; 2025Q2: 1,483 shares; 2025Q3: 3,719 shares; 2025Q4: 1,554 shares; 2026Q1: 6,005 shares 6,005 $1.94M 0.3% +4,451 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,832 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,192 shares 91,192 $1.9M 0.29% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,862 shares; 2025Q1: 8,193 shares; 2025Q2: 29,800 shares; 2025Q3: 2,237 shares; 2025Q4: 29,872 shares; 2026Q1: 29,444 shares 29,444 $1.88M 0.29% -428 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 3,204 shares 3,204 $1.83M 0.28% +2,058 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares; 2026Q1: 7,242 shares 7,242 $1.82M 0.28% +5,151 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,713 shares; 2026Q1: 5,477 shares 5,477 $1.76M 0.27% +2,764 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,563 shares; 2025Q4: 8,137 shares; 2026Q1: 8,003 shares 8,003 $1.76M 0.27% -134 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595 shares; 2026Q1: 2,146 shares 2,146 $1.75M 0.27% +1,551 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,894 shares; 2025Q4: 89,253 shares; 2026Q1: 89,253 shares 89,253 $1.75M 0.27% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,277 shares; 2025Q1: 4,958 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,184 shares 12,184 $1.75M 0.27% new Timeline IYF 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: 9,731 shares; 2024Q4: not reported; 2025Q1: 6,589 shares; 2025Q2: 8,952 shares; 2025Q3: not reported; 2025Q4: 15,515 shares; 2026Q1: 15,041 shares 15,041 $1.73M 0.26% -474 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,287 shares 43,287 $1.66M 0.25% new 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: 2,453 shares; 2024Q4: 2,410 shares; 2025Q1: 3,926 shares; 2025Q2: 2,286 shares; 2025Q3: 15,719 shares; 2025Q4: 2,655 shares; 2026Q1: 5,116 shares 5,116 $1.66M 0.25% +2,461 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,072 shares; 2025Q4: 30,616 shares; 2026Q1: 29,810 shares 29,810 $1.61M 0.24% -806 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 14,117 shares; 2025Q1: 43,145 shares; 2025Q2: 11,146 shares; 2025Q3: not reported; 2025Q4: 24,420 shares; 2026Q1: 90,031 shares 90,031 $1.58M 0.24% +65,611 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 16,621 shares; 2025Q1: 18,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 1,227 shares 1,227 $1.56M 0.24% +928 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: 11,426 shares; 2024Q4: 10,884 shares; 2025Q1: 8,463 shares; 2025Q2: 7,684 shares; 2025Q3: 12,228 shares; 2025Q4: 8,250 shares; 2026Q1: 7,952 shares 7,952 $1.56M 0.24% -298 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,525 shares 25,525 $1.54M 0.23% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 4,213 shares 4,213 $1.53M 0.23% +3,115 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 reported; 2024Q4: not reported; 2025Q1: 12,106 shares; 2025Q2: 10,786 shares; 2025Q3: 570 shares; 2025Q4: 11,199 shares; 2026Q1: 11,066 shares 11,066 $1.52M 0.23% -133 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,984 shares; 2025Q3: 5,419 shares; 2025Q4: 6,810 shares; 2026Q1: 6,784 shares 6,784 $1.49M 0.23% -26 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,611 shares; 2024Q4: 19,244 shares; 2025Q1: 32,697 shares; 2025Q2: 18,224 shares; 2025Q3: 11,642 shares; 2025Q4: 15,009 shares; 2026Q1: 13,294 shares 13,294 $1.47M 0.22% -1,715 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares; 2026Q1: 14,140 shares 14,140 $1.46M 0.22% +10,078 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,018 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,240 shares 25,240 $1.45M 0.22% new 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: 12,881 shares; 2024Q4: 18,612 shares; 2025Q1: 25,680 shares; 2025Q2: 21,484 shares; 2025Q3: 37,722 shares; 2025Q4: 24,378 shares; 2026Q1: 18,742 shares 18,742 $1.44M 0.22% -5,636 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: 17,570 shares; 2024Q4: 33,670 shares; 2025Q1: 38,841 shares; 2025Q2: 41,407 shares; 2025Q3: 45,848 shares; 2025Q4: 54,176 shares; 2026Q1: 51,078 shares 51,078 $1.43M 0.22% -3,098 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: 6,922 shares; 2024Q4: 6,110 shares; 2025Q1: 9,681 shares; 2025Q2: 5,585 shares; 2025Q3: 37,897 shares; 2025Q4: 4,748 shares; 2026Q1: 4,719 shares 4,719 $1.41M 0.22% -29 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: 20,347 shares; 2024Q4: 21,687 shares; 2025Q1: 26,636 shares; 2025Q2: 23,907 shares; 2025Q3: 10,171 shares; 2025Q4: 23,353 shares; 2026Q1: 10,940 shares 10,940 $1.41M 0.21% -12,413 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: 3,778 shares; 2024Q4: 3,405 shares; 2025Q1: 20,276 shares; 2025Q2: 4,223 shares; 2025Q3: 947 shares; 2025Q4: 4,292 shares; 2026Q1: 3,816 shares 3,816 $1.38M 0.21% -476 Timeline GSEW 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: 11,242 shares; 2024Q4: 10,854 shares; 2025Q1: 11,884 shares; 2025Q2: 12,961 shares; 2025Q3: 8,137 shares; 2025Q4: 17,305 shares; 2026Q1: 16,574 shares 16,574 $1.37M 0.21% -731 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,418 shares; 2025Q3: 22,613 shares; 2025Q4: 32,984 shares; 2026Q1: 32,470 shares 32,470 $1.35M 0.21% -514 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 7,952 shares; 2025Q1: 8,525 shares; 2025Q2: 15,629 shares; 2025Q3: 31,429 shares; 2025Q4: 13,887 shares; 2026Q1: 5,797 shares 5,797 $1.33M 0.2% -8,090 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: 9,038 shares; 2024Q4: 8,687 shares; 2025Q1: 11,584 shares; 2025Q2: 8,180 shares; 2025Q3: 4,108 shares; 2025Q4: 8,634 shares; 2026Q1: 9,156 shares 9,156 $1.33M 0.2% +522 Timeline TBT 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 reported; 2024Q4: 15,373 shares; 2025Q1: 10,178 shares; 2025Q2: 14,026 shares; 2025Q3: 52,174 shares; 2025Q4: 15,623 shares; 2026Q1: 37,502 shares 37,502 $1.31M 0.2% +21,879 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: 14,427 shares; 2024Q4: 14,166 shares; 2025Q1: 19,714 shares; 2025Q2: 14,606 shares; 2025Q3: 69,775 shares; 2025Q4: 25,457 shares; 2026Q1: 26,108 shares 26,108 $1.31M 0.2% +651 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,728 shares 21,728 $1.31M 0.2% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,296 shares; 2026Q1: 47,252 shares 47,252 $1.28M 0.19% -44 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: 1,359 shares; 2024Q4: 1,354 shares; 2025Q1: 1,447 shares; 2025Q2: 1,357 shares; 2025Q3: 516 shares; 2025Q4: 1,431 shares; 2026Q1: 1,478 shares 1,478 $1.27M 0.19% +47 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,157 shares 27,157 $1.27M 0.19% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,270 shares 41,270 $1.27M 0.19% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,250 shares 13,250 $1.27M 0.19% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218 shares; 2025Q3: 109,840 shares; 2025Q4: 3,475 shares; 2026Q1: 19,269 shares 19,269 $1.26M 0.19% +15,794 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: 27,331 shares; 2024Q4: 23,964 shares; 2025Q1: 27,054 shares; 2025Q2: 21,410 shares; 2025Q3: 13,533 shares; 2025Q4: 16,274 shares; 2026Q1: 15,915 shares 15,915 $1.25M 0.19% -359 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,621 shares 24,621 $1.25M 0.19% new 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: 7,716 shares; 2024Q4: 7,348 shares; 2025Q1: 9,289 shares; 2025Q2: 7,066 shares; 2025Q3: 47,813 shares; 2025Q4: 6,988 shares; 2026Q1: 6,651 shares 6,651 $1.24M 0.19% -337 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,719 shares; 2025Q2: 9,515 shares; 2025Q3: 4,704 shares; 2025Q4: 9,160 shares; 2026Q1: 9,088 shares 9,088 $1.23M 0.19% -72 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 1,826 shares; 2025Q4: 3,635 shares; 2026Q1: 4,219 shares 4,219 $1.23M 0.19% +584 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,293 shares 3,293 $1.23M 0.19% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,215 shares 13,215 $1.21M 0.18% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: not reported; 2025Q1: 455,060 shares; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 14,922 shares; 2026Q1: 15,983 shares 15,983 $1.19M 0.18% +1,061 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,322 shares 54,322 $1.17M 0.18% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 8,683 shares; 2025Q4: 12,806 shares; 2026Q1: 12,358 shares 12,358 $1.16M 0.18% -448 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,871 shares 13,871 $1.16M 0.18% new 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: 11,753 shares; 2024Q4: 11,535 shares; 2025Q1: 23,351 shares; 2025Q2: 12,565 shares; 2025Q3: 23,343 shares; 2025Q4: 8,406 shares; 2026Q1: 9,371 shares 9,371 $1.16M 0.18% +965 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,550 shares; 2025Q3: 23,071 shares; 2025Q4: 22,379 shares; 2026Q1: 20,760 shares 20,760 $1.14M 0.17% -1,619 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,306 shares 39,306 $1.13M 0.17% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,324 shares; 2025Q2: not reported; 2025Q3: 11,239 shares; 2025Q4: 7,301 shares; 2026Q1: 2,990 shares 2,990 $1.09M 0.17% -4,311 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,104 shares; 2025Q1: 2,801 shares; 2025Q2: 3,155 shares; 2025Q3: 2,578 shares; 2025Q4: 3,414 shares; 2026Q1: 5,114 shares 5,114 $1.07M 0.16% +1,700 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: 8,086 shares; 2024Q4: 8,086 shares; 2025Q1: 8,175 shares; 2025Q2: 8,086 shares; 2025Q3: 14,531 shares; 2025Q4: 27,265 shares; 2026Q1: 27,265 shares 27,265 $1.07M 0.16% 0 Timeline JNK 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: 17,700 shares; 2024Q4: 14,539 shares; 2025Q1: 17,356 shares; 2025Q2: 14,578 shares; 2025Q3: 10,140 shares; 2025Q4: 11,952 shares; 2026Q1: 11,045 shares 11,045 $1.05M 0.16% -907 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,540 shares; 2024Q4: 154,793 shares; 2025Q1: 123,330 shares; 2025Q2: 119,012 shares; 2025Q3: 4,787 shares; 2025Q4: 110,683 shares; 2026Q1: 102,126 shares 102,126 $1.05M 0.16% -8,557 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: 5,538 shares; 2024Q4: 5,239 shares; 2025Q1: 7,097 shares; 2025Q2: 6,614 shares; 2025Q3: 43,038 shares; 2025Q4: 14,076 shares; 2026Q1: 10,070 shares 10,070 $1.04M 0.16% -4,006 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: 19,390 shares; 2024Q4: 18,438 shares; 2025Q1: 21,099 shares; 2025Q2: 23,669 shares; 2025Q3: 29,071 shares; 2025Q4: 50,428 shares; 2026Q1: 36,360 shares 36,360 $1.04M 0.16% -14,068 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: 8,333 shares; 2024Q4: 3,689 shares; 2025Q1: 5,632 shares; 2025Q2: 2,880 shares; 2025Q3: 9,301 shares; 2025Q4: 3,328 shares; 2026Q1: 3,722 shares 3,722 $1.02M 0.15% +394 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,883 shares 8,883 $997K 0.15% new 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: 4,081 shares; 2024Q4: 3,316 shares; 2025Q1: 4,888 shares; 2025Q2: 4,010 shares; 2025Q3: 24,790 shares; 2025Q4: 3,925 shares; 2026Q1: 3,148 shares 3,148 $996K 0.15% -777 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,632 shares; 2025Q2: 33,281 shares; 2025Q3: 10,000 shares; 2025Q4: 36,302 shares; 2026Q1: 22,144 shares 22,144 $985K 0.15% -14,158 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,229 shares 13,229 $974K 0.15% new Timeline QLD 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: 6,585 shares; 2024Q4: 6,159 shares; 2025Q1: not reported; 2025Q2: 5,548 shares; 2025Q3: 6,566 shares; 2025Q4: 11,112 shares; 2026Q1: 16,616 shares 16,616 $963K 0.15% +5,504 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,535 shares; 2025Q2: 14,169 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,797 shares 45,797 $955K 0.15% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,134 shares; 2025Q1: 6,354 shares; 2025Q2: 4,653 shares; 2025Q3: 8,091 shares; 2025Q4: 4,427 shares; 2026Q1: 6,911 shares 6,911 $951K 0.14% +2,484 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: 19,383 shares; 2024Q4: 18,844 shares; 2025Q1: 25,603 shares; 2025Q2: 19,747 shares; 2025Q3: 14,557 shares; 2025Q4: 30,671 shares; 2026Q1: 32,631 shares 32,631 $939K 0.14% +1,960 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 2,974 shares 2,974 $932K 0.14% +2,004 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,612 shares; 2025Q4: 54,342 shares; 2026Q1: 55,062 shares 55,062 $900K 0.14% +720 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 6,960 shares; 2025Q1: 7,417 shares; 2025Q2: 5,955 shares; 2025Q3: 11,301 shares; 2025Q4: 6,037 shares; 2026Q1: 5,924 shares 5,924 $889K 0.14% -113 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: 4,756 shares; 2024Q4: 4,064 shares; 2025Q1: 4,747 shares; 2025Q2: 3,376 shares; 2025Q3: 5,930 shares; 2025Q4: 3,895 shares; 2026Q1: 4,166 shares 4,166 $888K 0.14% +271 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: 6,026 shares; 2024Q4: 5,514 shares; 2025Q1: 7,270 shares; 2025Q2: 4,594 shares; 2025Q3: 2,117 shares; 2025Q4: 12,079 shares; 2026Q1: 13,219 shares 13,219 $886K 0.13% +1,140 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: 3,647 shares; 2025Q4: 6,508 shares; 2026Q1: 6,233 shares 6,233 $880K 0.13% -275 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: 4,337 shares; 2024Q4: 3,918 shares; 2025Q1: 10,524 shares; 2025Q2: 3,498 shares; 2025Q3: 13,020 shares; 2025Q4: 2,769 shares; 2026Q1: 1,381 shares 1,381 $877K 0.13% -1,388 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: 10,331 shares; 2024Q4: 10,047 shares; 2025Q1: 14,537 shares; 2025Q2: 9,411 shares; 2025Q3: 6,992 shares; 2025Q4: 8,568 shares; 2026Q1: 8,840 shares 8,840 $876K 0.13% +272 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: 2,780 shares; 2024Q4: 2,619 shares; 2025Q1: 5,247 shares; 2025Q2: 2,428 shares; 2025Q3: 6,536 shares; 2025Q4: 2,950 shares; 2026Q1: 3,609 shares 3,609 $875K 0.13% +659 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: 1,136 shares; 2024Q4: 1,086 shares; 2025Q1: 2,226 shares; 2025Q2: 1,440 shares; 2025Q3: 2,210 shares; 2025Q4: 1,191 shares; 2026Q1: 1,311 shares 1,311 $875K 0.13% +120 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,202 shares 22,202 $871K 0.13% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,670 shares; 2025Q2: 18,350 shares; 2025Q3: 5,177 shares; 2025Q4: 22,985 shares; 2026Q1: 36,019 shares 36,019 $866K 0.13% +13,034 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,132 shares 17,132 $858K 0.13% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 905 shares; 2025Q1: 894 shares; 2025Q2: 809 shares; 2025Q3: 830 shares; 2025Q4: 921 shares; 2026Q1: 991 shares 991 $854K 0.13% +70 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: 9,975 shares; 2024Q4: 9,923 shares; 2025Q1: 13,626 shares; 2025Q2: 9,358 shares; 2025Q3: 1,202 shares; 2025Q4: 10,037 shares; 2026Q1: 11,027 shares 11,027 $841K 0.13% +990 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: 822 shares; 2024Q4: 764 shares; 2025Q1: 1,068 shares; 2025Q2: 703 shares; 2025Q3: 37,136 shares; 2025Q4: 7,731 shares; 2026Q1: 9,015 shares 9,015 $838K 0.13% +1,284 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,086 shares 15,086 $828K 0.13% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 6,455 shares; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: not reported; 2025Q4: 12,423 shares; 2026Q1: 11,717 shares 11,717 $820K 0.12% -706 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,781 shares 19,781 $816K 0.12% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 5,853 shares 5,853 $809K 0.12% +4,115 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,733 shares; 2026Q1: 17,578 shares 17,578 $807K 0.12% +12,845 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: 15,486 shares; 2024Q4: 14,604 shares; 2025Q1: 19,399 shares; 2025Q2: 14,094 shares; 2025Q3: 50,000 shares; 2025Q4: 15,277 shares; 2026Q1: 16,944 shares 16,944 $800K 0.12% +1,667 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 4,952 shares; 2025Q1: 11,149 shares; 2025Q2: 9,181 shares; 2025Q3: 4,071 shares; 2025Q4: 4,532 shares; 2026Q1: 4,845 shares 4,845 $799K 0.12% +313 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,528 shares 13,528 $797K 0.12% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,935 shares; 2025Q1: 2,292 shares; 2025Q2: 1,931 shares; 2025Q3: 131,689 shares; 2025Q4: 3,286 shares; 2026Q1: 3,639 shares 3,639 $786K 0.12% +353 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,484 shares; 2026Q1: 19,155 shares 19,155 $783K 0.12% +13,671 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: 929 shares; 2024Q4: 1,013 shares; 2025Q1: 2,324 shares; 2025Q2: 779 shares; 2025Q3: 1,830 shares; 2025Q4: 783 shares; 2026Q1: 782 shares 782 $779K 0.12% -1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,922 shares; 2025Q1: 5,626 shares; 2025Q2: 4,463 shares; 2025Q3: 6,842 shares; 2025Q4: 5,002 shares; 2026Q1: 5,714 shares 5,714 $759K 0.12% +712 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: 6,909 shares; 2024Q4: 6,769 shares; 2025Q1: 9,615 shares; 2025Q2: 7,579 shares; 2025Q3: 3,020 shares; 2025Q4: 8,799 shares; 2026Q1: 8,344 shares 8,344 $724K 0.11% -455 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 7,209 shares; 2025Q1: 5,010 shares; 2025Q2: 3,265 shares; 2025Q3: 23,702 shares; 2025Q4: 4,902 shares; 2026Q1: 6,104 shares 6,104 $721K 0.11% +1,202 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: 5,651 shares; 2024Q4: 4,039 shares; 2025Q1: 8,297 shares; 2025Q2: 4,163 shares; 2025Q3: 1,888 shares; 2025Q4: 7,220 shares; 2026Q1: 7,563 shares 7,563 $713K 0.11% +343 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: 7,937 shares; 2024Q4: 7,503 shares; 2025Q1: 15,076 shares; 2025Q2: 6,593 shares; 2025Q3: 4,500 shares; 2025Q4: 7,803 shares; 2026Q1: 8,927 shares 8,927 $688K 0.1% +1,124 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 2,882 shares; 2025Q3: 28,049 shares; 2025Q4: 2,552 shares; 2026Q1: 2,181 shares 2,181 $680K 0.1% -371 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: 2,249 shares; 2024Q4: 1,107 shares; 2025Q1: 1,628 shares; 2025Q2: 911 shares; 2025Q3: 3,724 shares; 2025Q4: 1,105 shares; 2026Q1: 1,129 shares 1,129 $676K 0.1% +24 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 4,216 shares; 2026Q1: 5,665 shares 5,665 $658K 0.1% +1,449 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 13,316 shares; 2025Q1: 10,854 shares; 2025Q2: 8,959 shares; 2025Q3: 2,868 shares; 2025Q4: 17,035 shares; 2026Q1: 19,357 shares 19,357 $651K 0.1% +2,322 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,099 shares; 2025Q1: 6,199 shares; 2025Q2: 8,188 shares; 2025Q3: 7,686 shares; 2025Q4: 8,659 shares; 2026Q1: 6,871 shares 6,871 $639K 0.1% -1,788 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,020 shares; 2025Q3: 11,602 shares; 2025Q4: 5,020 shares; 2026Q1: 5,176 shares 5,176 $615K 0.09% +156 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,021 shares; 2025Q4: 11,531 shares; 2026Q1: 11,758 shares 11,758 $607K 0.09% +227 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,951 shares; 2024Q4: 20,049 shares; 2025Q1: 21,431 shares; 2025Q2: 15,511 shares; 2025Q3: 15,059 shares; 2025Q4: 8,468 shares; 2026Q1: 8,054 shares 8,054 $601K 0.09% -414 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: 2,867 shares; 2024Q4: 1,765 shares; 2025Q1: 4,661 shares; 2025Q2: 3,537 shares; 2025Q3: 176,485 shares; 2025Q4: 4,704 shares; 2026Q1: 2,487 shares 2,487 $590K 0.09% -2,217 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: 3,728 shares; 2024Q4: 3,678 shares; 2025Q1: 4,317 shares; 2025Q2: 3,579 shares; 2025Q3: 7,856 shares; 2025Q4: 4,071 shares; 2026Q1: 4,492 shares 4,492 $589K 0.09% +421 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: not reported; 2025Q3: 3,102 shares; 2025Q4: 13,011 shares; 2026Q1: 13,011 shares 13,011 $587K 0.09% 0 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: 13,345 shares; 2024Q4: 11,758 shares; 2025Q1: 12,688 shares; 2025Q2: 9,108 shares; 2025Q3: 4,288 shares; 2025Q4: 9,380 shares; 2026Q1: 8,362 shares 8,362 $585K 0.09% -1,018 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 537 shares; 2025Q1: 721 shares; 2025Q2: 796 shares; 2025Q3: 1,275 shares; 2025Q4: 604 shares; 2026Q1: 655 shares 655 $581K 0.09% +51 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582 shares; 2025Q1: 860 shares; 2025Q2: 526 shares; 2025Q3: 104 shares; 2025Q4: 649 shares; 2026Q1: 618 shares 618 $577K 0.09% -31 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,579 shares 1,579 $568K 0.09% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,464 shares; 2025Q1: 1,425 shares; 2025Q2: 1,370 shares; 2025Q3: 4,463 shares; 2025Q4: 1,335 shares; 2026Q1: 1,232 shares 1,232 $558K 0.08% -103 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,141 shares; 2025Q1: 6,603 shares; 2025Q2: 1,243 shares; 2025Q3: 212,886 shares; 2025Q4: 1,263 shares; 2026Q1: 1,175 shares 1,175 $558K 0.08% -88 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: 2,355 shares; 2024Q4: 1,668 shares; 2025Q1: 1,562 shares; 2025Q2: 1,703 shares; 2025Q3: 1,210,303 shares; 2025Q4: 2,160 shares; 2026Q1: 2,044 shares 2,044 $554K 0.08% -116 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,656 shares; 2025Q1: 7,291 shares; 2025Q2: 7,083 shares; 2025Q3: 23,521 shares; 2025Q4: 6,727 shares; 2026Q1: 7,118 shares 7,118 $547K 0.08% +391 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: not reported; 2025Q3: 10,868 shares; 2025Q4: 799 shares; 2026Q1: 1,232 shares 1,232 $522K 0.08% +433 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,256 shares; 2025Q1: 1,634 shares; 2025Q2: 1,322 shares; 2025Q3: 6,541 shares; 2025Q4: 1,365 shares; 2026Q1: 1,506 shares 1,506 $517K 0.08% +141 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 1,524 shares; 2025Q1: 3,886 shares; 2025Q2: 1,227 shares; 2025Q3: 10,371 shares; 2025Q4: 1,124 shares; 2026Q1: 1,046 shares 1,046 $517K 0.08% -78 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 10,911 shares; 2026Q1: 8,422 shares 8,422 $515K 0.08% -2,489 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,138 shares; 2025Q1: 6,915 shares; 2025Q2: 5,221 shares; 2025Q3: 530,346 shares; 2025Q4: 4,680 shares; 2026Q1: 4,707 shares 4,707 $510K 0.08% +27 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: 2,909 shares; 2024Q4: 3,223 shares; 2025Q1: 4,239 shares; 2025Q2: 2,147 shares; 2025Q3: 32,171 shares; 2025Q4: 5,036 shares; 2026Q1: 2,387 shares 2,387 $503K 0.08% -2,649 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: 1,690 shares; 2024Q4: 3,342 shares; 2025Q1: 4,752 shares; 2025Q2: 2,300 shares; 2025Q3: 1,708 shares; 2025Q4: 2,424 shares; 2026Q1: 3,198 shares 3,198 $494K 0.08% +774 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,196 shares; 2025Q1: 4,883 shares; 2025Q2: 3,790 shares; 2025Q3: 14,221 shares; 2025Q4: 4,517 shares; 2026Q1: 5,158 shares 5,158 $487K 0.07% +641 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 3,886 shares; 2025Q1: 7,572 shares; 2025Q2: 3,381 shares; 2025Q3: 2,000 shares; 2025Q4: 3,868 shares; 2026Q1: 4,151 shares 4,151 $478K 0.07% +283 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 reported; 2024Q4: 6,784 shares; 2025Q1: 28,997 shares; 2025Q2: 5,705 shares; 2025Q3: 10,074 shares; 2025Q4: 11,277 shares; 2026Q1: 5,076 shares 5,076 $477K 0.07% -6,201 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: 3,054 shares; 2024Q4: 3,082 shares; 2025Q1: 5,949 shares; 2025Q2: 2,567 shares; 2025Q3: 20,921 shares; 2025Q4: 3,821 shares; 2026Q1: 3,016 shares 3,016 $473K 0.07% -805 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 10,987 shares; 2025Q1: 13,204 shares; 2025Q2: 9,998 shares; 2025Q3: 4,450 shares; 2025Q4: 11,149 shares; 2026Q1: 11,883 shares 11,883 $473K 0.07% +734 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: 2,896 shares; 2024Q4: 2,617 shares; 2025Q1: 2,547 shares; 2025Q2: 2,212 shares; 2025Q3: 1,001 shares; 2025Q4: 2,978 shares; 2026Q1: 2,335 shares 2,335 $470K 0.07% -643 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: 13,109 shares; 2024Q4: 14,288 shares; 2025Q1: 24,932 shares; 2025Q2: 12,910 shares; 2025Q3: 83,296 shares; 2025Q4: 15,358 shares; 2026Q1: 16,814 shares 16,814 $467K 0.07% +1,456 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: 6,475 shares; 2024Q4: 6,006 shares; 2025Q1: 6,120 shares; 2025Q2: 5,073 shares; 2025Q3: 46,392 shares; 2025Q4: 7,872 shares; 2026Q1: 9,106 shares 9,106 $463K 0.07% +1,234 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,029 shares; 2025Q1: 2,160 shares; 2025Q2: 1,002 shares; 2025Q3: 2,990 shares; 2025Q4: 1,156 shares; 2026Q1: 1,485 shares 1,485 $458K 0.07% +329 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,029 shares; 2025Q1: 2,298 shares; 2025Q2: 2,025 shares; 2025Q3: 11,809 shares; 2025Q4: 3,444 shares; 2026Q1: 3,448 shares 3,448 $454K 0.07% +4 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: 1,214 shares; 2024Q4: 1,212 shares; 2025Q1: 1,298 shares; 2025Q2: 1,224 shares; 2025Q3: 430 shares; 2025Q4: 1,130 shares; 2026Q1: 1,118 shares 1,118 $452K 0.07% -12 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: 2,456 shares; 2024Q4: 2,276 shares; 2025Q1: 2,557 shares; 2025Q2: 3,400 shares; 2025Q3: 8,878 shares; 2025Q4: 3,211 shares; 2026Q1: 2,416 shares 2,416 $447K 0.07% -795 Timeline VWOB 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: 8,272 shares; 2024Q4: 8,081 shares; 2025Q1: 8,495 shares; 2025Q2: 7,019 shares; 2025Q3: 62,830 shares; 2025Q4: 6,885 shares; 2026Q1: 6,802 shares 6,802 $443K 0.07% -83 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: 956 shares; 2024Q4: 949 shares; 2025Q1: 1,180 shares; 2025Q2: 935 shares; 2025Q3: 79,263 shares; 2025Q4: 6,148 shares; 2026Q1: 4,168 shares 4,168 $438K 0.07% -1,980 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,900 shares; 2025Q1: 8,707 shares; 2025Q2: 4,082 shares; 2025Q3: 52,870 shares; 2025Q4: 7,088 shares; 2026Q1: 6,931 shares 6,931 $430K 0.07% -157 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,911 shares; 2025Q1: 5,186 shares; 2025Q2: 5,237 shares; 2025Q3: 7,894 shares; 2025Q4: 4,285 shares; 2026Q1: 4,516 shares 4,516 $429K 0.07% +231 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 4,052 shares; 2025Q3: 2,426 shares; 2025Q4: 6,061 shares; 2026Q1: 6,109 shares 6,109 $428K 0.07% +48 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,921 shares; 2025Q1: 5,226 shares; 2025Q2: 4,087 shares; 2025Q3: 17,807 shares; 2025Q4: 3,016 shares; 2026Q1: 3,354 shares 3,354 $426K 0.06% +338 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 7,571 shares; 2025Q2: 6,812 shares; 2025Q3: 310,320 shares; 2025Q4: 10,135 shares; 2026Q1: 10,135 shares 10,135 $425K 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 106 shares; 2025Q1: 198 shares; 2025Q2: 100 shares; 2025Q3: 37,373 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $424K 0.06% +3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 316 shares; 2025Q1: 454 shares; 2025Q2: 336 shares; 2025Q3: 1,553 shares; 2025Q4: 255 shares; 2026Q1: 334 shares 334 $419K 0.06% +79 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,172 shares; 2025Q4: 2,300 shares; 2026Q1: 2,660 shares 2,660 $414K 0.06% +360 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 723 shares; 2025Q3: 12,712 shares; 2025Q4: 718 shares; 2026Q1: 871 shares 871 $414K 0.06% +153 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: 2,383 shares; 2024Q4: 2,898 shares; 2025Q1: 6,306 shares; 2025Q2: 5,550 shares; 2025Q3: 14,497 shares; 2025Q4: 1,440 shares; 2026Q1: 2,974 shares 2,974 $413K 0.06% +1,534 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,652 shares; 2026Q1: 11,659 shares 11,659 $406K 0.06% +2,007 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: 4,843 shares; 2024Q4: 4,663 shares; 2025Q1: 5,010 shares; 2025Q2: 4,109 shares; 2025Q3: 12,816 shares; 2025Q4: 3,775 shares; 2026Q1: 4,186 shares 4,186 $406K 0.06% +411 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,244 shares; 2025Q1: 2,214 shares; 2025Q2: 2,058 shares; 2025Q3: 899 shares; 2025Q4: 2,386 shares; 2026Q1: 2,195 shares 2,195 $404K 0.06% -191 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,458 shares 14,458 $400K 0.06% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 2,928 shares 2,928 $399K 0.06% +954 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,405 shares; 2025Q1: 3,902 shares; 2025Q2: 1,646 shares; 2025Q3: 5,156 shares; 2025Q4: 1,334 shares; 2026Q1: 1,521 shares 1,521 $398K 0.06% +187 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,018 shares; 2025Q1: 1,358 shares; 2025Q2: 1,361 shares; 2025Q3: 2,279 shares; 2025Q4: 1,051 shares; 2026Q1: 1,159 shares 1,159 $395K 0.06% +108 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,235 shares; 2025Q1: 8,641 shares; 2025Q2: 3,941 shares; 2025Q3: not reported; 2025Q4: 5,146 shares; 2026Q1: 5,509 shares 5,509 $393K 0.06% +363 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,076 shares; 2025Q1: 5,118 shares; 2025Q2: 4,313 shares; 2025Q3: 824 shares; 2025Q4: 5,069 shares; 2026Q1: 5,727 shares 5,727 $391K 0.06% +658 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,037 shares 8,037 $386K 0.06% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 3,974 shares; 2025Q1: 3,979 shares; 2025Q2: 5,002 shares; 2025Q3: 1,167 shares; 2025Q4: 3,884 shares; 2026Q1: 3,112 shares 3,112 $383K 0.06% -772 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: 16,306 shares; 2024Q4: 16,319 shares; 2025Q1: 18,861 shares; 2025Q2: 12,985 shares; 2025Q3: 36,498 shares; 2025Q4: 7,223 shares; 2026Q1: 7,005 shares 7,005 $367K 0.06% -218 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 1,967 shares; 2025Q1: 2,827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares; 2026Q1: 2,844 shares 2,844 $366K 0.06% +349 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 reported; 2024Q4: not reported; 2025Q1: 16,073 shares; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 7,648 shares; 2026Q1: 8,039 shares 8,039 $366K 0.06% +391 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,170 shares; 2025Q1: 3,067 shares; 2025Q2: 1,179 shares; 2025Q3: 16,036 shares; 2025Q4: 2,629 shares; 2026Q1: 2,558 shares 2,558 $361K 0.05% -71 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,228 shares; 2025Q1: 1,834 shares; 2025Q2: 615 shares; 2025Q3: 1,554 shares; 2025Q4: 1,489 shares; 2026Q1: 1,495 shares 1,495 $360K 0.05% +6 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: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 5,204 shares; 2025Q2: 3,493 shares; 2025Q3: 3,549 shares; 2025Q4: 4,014 shares; 2026Q1: 4,204 shares 4,204 $360K 0.05% +190 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $358K 0.05% new 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: 2,852 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,374 shares; 2025Q3: 1,039 shares; 2025Q4: 2,674 shares; 2026Q1: 2,894 shares 2,894 $358K 0.05% +220 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,665 shares; 2024Q4: 45,924 shares; 2025Q1: 46,090 shares; 2025Q2: 46,567 shares; 2025Q3: 46,575 shares; 2025Q4: 47,551 shares; 2026Q1: 9,386 shares 9,386 $358K 0.05% -38,165 IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 3,504 shares; 2025Q3: 9,375 shares; 2025Q4: 9,392 shares; 2026Q1: 9,341 shares 9,341 $352K 0.05% -51 Timeline TBF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,083 shares; 2025Q4: 11,290 shares; 2026Q1: 10,540 shares 10,540 $349K 0.05% -750 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,273 shares 6,273 $349K 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 732 shares; 2025Q1: 1,072 shares; 2025Q2: 795 shares; 2025Q3: 10,114 shares; 2025Q4: 980 shares; 2026Q1: 1,217 shares 1,217 $347K 0.05% +237 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593,133 shares; 2025Q4: 10,946 shares; 2026Q1: 12,446 shares 12,446 $343K 0.05% +1,500 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 1,923 shares 1,923 $343K 0.05% +1 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,557 shares; 2025Q4: 20,084 shares; 2026Q1: 20,689 shares 20,689 $342K 0.05% +605 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,635 shares; 2024Q4: 211,635 shares; 2025Q1: 211,635 shares; 2025Q2: 211,635 shares; 2025Q3: 47,622 shares; 2025Q4: 91,666 shares; 2026Q1: 57,365 shares 57,365 $340K 0.05% -34,301 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 485 shares 485 $330K 0.05% +212 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 588 shares 588 $327K 0.05% +84 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,894 shares; 2025Q1: 1,995 shares; 2025Q2: 1,887 shares; 2025Q3: 2,434 shares; 2025Q4: 2,118 shares; 2026Q1: 2,102 shares 2,102 $325K 0.05% -16 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,619 shares 3,619 $323K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 10,313 shares; 2025Q1: 22,326 shares; 2025Q2: 9,250 shares; 2025Q3: 2,467 shares; 2025Q4: 10,537 shares; 2026Q1: 11,000 shares 11,000 $318K 0.05% +463 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: 15,061 shares; 2024Q4: 15,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,357 shares 1,357 $318K 0.05% +56 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,151 shares; 2025Q1: 6,276 shares; 2025Q2: 5,217 shares; 2025Q3: 27,465 shares; 2025Q4: 6,150 shares; 2026Q1: 7,014 shares 7,014 $313K 0.05% +864 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 1,813 shares 1,813 $311K 0.05% -159 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 7,994 shares; 2025Q1: 8,602 shares; 2025Q2: 15,393 shares; 2025Q3: 831 shares; 2025Q4: 8,494 shares; 2026Q1: 7,511 shares 7,511 $309K 0.05% -983 Timeline VPU 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 reported; 2024Q4: not reported; 2025Q1: 1,739 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares 1,553 $308K 0.05% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 116 shares; 2025Q1: 184 shares; 2025Q2: 181 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 159 shares 159 $300K 0.05% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,903 shares; 2025Q2: not reported; 2025Q3: 26,527 shares; 2025Q4: 5,582 shares; 2026Q1: 5,515 shares 5,515 $300K 0.05% -67 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 584 shares 584 $299K 0.05% +68 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,831 shares; 2026Q1: 11,714 shares 11,714 $299K 0.05% -117 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: 907 shares; 2024Q4: 813 shares; 2025Q1: 950 shares; 2025Q2: 449 shares; 2025Q3: 11,531 shares; 2025Q4: 703 shares; 2026Q1: 715 shares 715 $299K 0.05% +12 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,820 shares; 2025Q4: not reported; 2026Q1: 1,338 shares 1,338 $298K 0.05% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,508 shares; 2025Q1: 3,666 shares; 2025Q2: 1,840 shares; 2025Q3: 1,727 shares; 2025Q4: 1,872 shares; 2026Q1: 1,782 shares 1,782 $296K 0.05% -90 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,759 shares; 2025Q4: 388 shares; 2026Q1: 401 shares 401 $296K 0.04% +13 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 1,125 shares 1,125 $290K 0.04% +150 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $290K 0.04% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares 1,392 $287K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,020 shares; 2025Q4: 1,079 shares; 2026Q1: 1,276 shares 1,276 $285K 0.04% +197 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,227 shares; 2025Q2: not reported; 2025Q3: 8,037 shares; 2025Q4: 11,632 shares; 2026Q1: 11,633 shares 11,633 $284K 0.04% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 7,752 shares; 2025Q1: 8,821 shares; 2025Q2: 8,980 shares; 2025Q3: 6,986 shares; 2025Q4: 5,938 shares; 2026Q1: 3,179 shares 3,179 $279K 0.04% -2,759 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,461 shares; 2025Q4: 1,483 shares; 2026Q1: 1,867 shares 1,867 $276K 0.04% +384 Timeline EEMS 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: 10,399 shares; 2024Q4: 10,512 shares; 2025Q1: 10,572 shares; 2025Q2: 8,268 shares; 2025Q3: 4,260 shares; 2025Q4: 4,272 shares; 2026Q1: 4,087 shares 4,087 $276K 0.04% -185 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,092 shares; 2025Q1: 1,793 shares; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,170 shares; 2026Q1: 1,353 shares 1,353 $273K 0.04% +183 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,069 shares 8,069 $268K 0.04% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,283 shares; 2025Q4: 112,000 shares; 2026Q1: 115,000 shares 115,000 $266K 0.04% +3,000 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,324 shares; 2025Q1: 1,327 shares; 2025Q2: 1,199 shares; 2025Q3: 4,590 shares; 2025Q4: 1,298 shares; 2026Q1: 1,012 shares 1,012 $266K 0.04% -286 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,163 shares 8,163 $265K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 576 shares; 2025Q1: 495 shares; 2025Q2: 576 shares; 2025Q3: 944 shares; 2025Q4: 375 shares; 2026Q1: 264 shares 264 $265K 0.04% -111 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,127 shares; 2026Q1: 2,463 shares 2,463 $264K 0.04% +336 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: 1,501 shares; 2025Q3: 1,323 shares; 2025Q4: 1,352 shares; 2026Q1: 1,393 shares 1,393 $264K 0.04% +41 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 3,554 shares; 2026Q1: 3,574 shares 3,574 $263K 0.04% +20 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 9,596 shares; 2025Q1: 10,393 shares; 2025Q2: 10,800 shares; 2025Q3: 394 shares; 2025Q4: 10,531 shares; 2026Q1: 9,666 shares 9,666 $262K 0.04% -865 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 629 shares; 2025Q1: 881 shares; 2025Q2: 587 shares; 2025Q3: 1,985 shares; 2025Q4: not reported; 2026Q1: 797 shares 797 $260K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 775 shares; 2025Q1: 2,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 739 shares 739 $258K 0.04% +49 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: 1,796 shares; 2024Q4: 1,699 shares; 2025Q1: 2,270 shares; 2025Q2: 2,343 shares; 2025Q3: 19,779 shares; 2025Q4: 1,136 shares; 2026Q1: 600 shares 600 $257K 0.04% -536 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,334 shares 5,334 $250K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 966 shares; 2025Q1: 1,585 shares; 2025Q2: 553 shares; 2025Q3: 24,414 shares; 2025Q4: 519 shares; 2026Q1: 507 shares 507 $243K 0.04% -12 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 782 shares 782 $242K 0.04% +30 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,598 shares; 2026Q1: 5,519 shares 5,519 $241K 0.04% -79 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 10,528 shares; 2026Q1: 10,491 shares 10,491 $237K 0.04% -37 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,862 shares; 2025Q3: not reported; 2025Q4: 2,743 shares; 2026Q1: 2,831 shares 2,831 $237K 0.04% +88 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 3,066 shares; 2025Q3: 3,030 shares; 2025Q4: 2,204 shares; 2026Q1: 2,039 shares 2,039 $236K 0.04% -165 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares; 2026Q1: 2,657 shares 2,657 $234K 0.04% +767 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,009 shares; 2025Q2: 5,606 shares; 2025Q3: 1,077 shares; 2025Q4: 5,802 shares; 2026Q1: 4,286 shares 4,286 $233K 0.04% -1,516 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $232K 0.04% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares 3,661 $231K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $231K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares; 2026Q1: 521 shares 521 $231K 0.04% -8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 2,835 shares 2,835 $231K 0.04% +293 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 1,194 shares 1,194 $230K 0.04% +145 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,000 shares; 2025Q4: 4,261 shares; 2026Q1: 4,270 shares 4,270 $230K 0.03% +9 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 6,506 shares; 2026Q1: 4,121 shares 4,121 $229K 0.03% -2,385 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,582 shares; 2025Q1: 2,886 shares; 2025Q2: 1,632 shares; 2025Q3: 2,199 shares; 2025Q4: not reported; 2026Q1: 1,391 shares 1,391 $229K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $226K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,609 shares; 2025Q2: not reported; 2025Q3: 103,005 shares; 2025Q4: 8,038 shares; 2026Q1: 8,039 shares 8,039 $226K 0.03% +1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,445 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,560 shares 12,560 $223K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,334 shares; 2026Q1: 5,393 shares 5,393 $222K 0.03% +59 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: 12,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 1,864 shares 1,864 $222K 0.03% +358 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 1,018 shares; 2025Q2: 817 shares; 2025Q3: 693 shares; 2025Q4: not reported; 2026Q1: 761 shares 761 $222K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares 330 $222K 0.03% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,430 shares; 2025Q1: 1,873 shares; 2025Q2: 1,444 shares; 2025Q3: 37,538 shares; 2025Q4: 1,011 shares; 2026Q1: 926 shares 926 $218K 0.03% -85 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,067 shares 5,067 $218K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,365 shares 1,365 $216K 0.03% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,114 shares; 2026Q1: 6,992 shares 6,992 $214K 0.03% -122 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,030 shares; 2025Q4: 3,488 shares; 2026Q1: 3,808 shares 3,808 $213K 0.03% +320 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 882 shares; 2026Q1: 856 shares 856 $212K 0.03% -26 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 1,971 shares; 2025Q1: 3,608 shares; 2025Q2: 2,667 shares; 2025Q3: 87,318 shares; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $210K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,750 shares; 2025Q1: 1,719 shares; 2025Q2: 1,080 shares; 2025Q3: 8,117 shares; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238 $209K 0.03% new Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,559 shares 7,559 $208K 0.03% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,010 shares 4,010 $204K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares 1,030 $201K 0.03% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares 408 $201K 0.03% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 44,692 shares; 2025Q1: 44,692 shares; 2025Q2: 44,692 shares; 2025Q3: 25,311 shares; 2025Q4: 44,692 shares; 2026Q1: 44,692 shares 44,692 $173K 0.03% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 23,802 shares; 2025Q1: 27,457 shares; 2025Q2: 23,733 shares; 2025Q3: 1,351 shares; 2025Q4: 23,720 shares; 2026Q1: 22,977 shares 22,977 $111K 0.02% -743 Timeline BEEM BEAM GLOBAL More: the full row for BEAM GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 3,473 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $68.5K 0.01% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $18.8K <0.01% 0 Timeline