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: 257,703 shares; 2024Q4: 304,843 shares; 2025Q1: 310,186 shares; 2025Q2: 358,479 shares; 2025Q3: 403,744 shares; 2025Q4: 434,730 shares; 2026Q1: 507,239 shares 507,239 $63M 4.43% +72,509 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: 55,871 shares; 2024Q4: 55,914 shares; 2025Q1: 63,415 shares; 2025Q2: 73,758 shares; 2025Q3: 74,534 shares; 2025Q4: 78,692 shares; 2026Q1: 80,219 shares 80,219 $52.4M 3.68% +1,527 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: 272,957 shares; 2024Q4: 296,905 shares; 2025Q1: 316,116 shares; 2025Q2: 376,788 shares; 2025Q3: 410,427 shares; 2025Q4: 394,930 shares; 2026Q1: 351,013 shares 351,013 $34.4M 2.41% -43,917 Timeline FENI 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: 681,466 shares; 2026Q1: 878,848 shares 878,848 $32.7M 2.3% +197,382 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: 593,864 shares; 2024Q4: 611,906 shares; 2025Q1: 770,605 shares; 2025Q2: 839,594 shares; 2025Q3: 841,167 shares; 2025Q4: 759,401 shares; 2026Q1: 762,012 shares 762,012 $32M 2.25% +2,611 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: 75,143 shares; 2024Q4: 77,754 shares; 2025Q1: 107,810 shares; 2025Q2: 111,860 shares; 2025Q3: 132,095 shares; 2025Q4: 139,654 shares; 2026Q1: 123,320 shares 123,320 $31.3M 2.2% -16,334 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843,190 shares 843,190 $30.1M 2.11% new 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: 78,582 shares; 2024Q4: 87,571 shares; 2025Q1: 120,325 shares; 2025Q2: 148,496 shares; 2025Q3: 167,225 shares; 2025Q4: 170,471 shares; 2026Q1: 168,374 shares 168,374 $29.4M 2.06% -2,097 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: 139,752 shares; 2024Q4: 147,766 shares; 2025Q1: 179,164 shares; 2025Q2: 215,796 shares; 2025Q3: 148,407 shares; 2025Q4: 149,865 shares; 2026Q1: 151,987 shares 151,987 $29.2M 2.05% +2,122 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: 102,244 shares; 2024Q4: 109,260 shares; 2025Q1: 124,509 shares; 2025Q2: 109,651 shares; 2025Q3: 127,179 shares; 2025Q4: 127,017 shares; 2026Q1: 110,646 shares 110,646 $26.3M 1.85% -16,371 Timeline IDUB 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: 714,054 shares; 2024Q4: 766,592 shares; 2025Q1: 859,239 shares; 2025Q2: 923,080 shares; 2025Q3: 933,883 shares; 2025Q4: 976,956 shares; 2026Q1: 973,021 shares 973,021 $24M 1.69% -3,935 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,306 shares; 2024Q4: 113,953 shares; 2025Q1: 305,175 shares; 2025Q2: 327,591 shares; 2025Q3: 231,193 shares; 2025Q4: 192,862 shares; 2026Q1: 231,921 shares 231,921 $23.2M 1.63% +39,059 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 5,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,305 shares; 2026Q1: 289,177 shares 289,177 $22.7M 1.6% +205,872 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,262 shares; 2025Q1: 186,804 shares; 2025Q2: 355,822 shares; 2025Q3: 445,422 shares; 2025Q4: 452,260 shares; 2026Q1: 449,902 shares 449,902 $21.2M 1.49% -2,358 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: 535,154 shares; 2024Q4: 562,802 shares; 2025Q1: 633,306 shares; 2025Q2: 696,714 shares; 2025Q3: 705,979 shares; 2025Q4: 679,415 shares; 2026Q1: 718,009 shares 718,009 $19.6M 1.38% +38,594 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: 24,024 shares; 2024Q4: 25,473 shares; 2025Q1: 24,056 shares; 2025Q2: 25,147 shares; 2025Q3: 25,578 shares; 2025Q4: 32,082 shares; 2026Q1: 32,396 shares 32,396 $19.4M 1.36% +314 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: 246,437 shares; 2024Q4: 254,234 shares; 2025Q1: 287,663 shares; 2025Q2: 478,898 shares; 2025Q3: 485,504 shares; 2025Q4: 303,188 shares; 2026Q1: 298,169 shares 298,169 $19.1M 1.34% -5,019 Timeline OSCV 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: 345,612 shares; 2024Q4: 356,883 shares; 2025Q1: 399,070 shares; 2025Q2: 457,877 shares; 2025Q3: 453,071 shares; 2025Q4: 468,437 shares; 2026Q1: 463,754 shares 463,754 $18.3M 1.28% -4,683 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: 30,254 shares; 2024Q4: 31,721 shares; 2025Q1: 37,307 shares; 2025Q2: 41,878 shares; 2025Q3: 45,286 shares; 2025Q4: 45,770 shares; 2026Q1: 42,638 shares 42,638 $15.8M 1.11% -3,132 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,653 shares; 2024Q4: 67,269 shares; 2025Q1: 93,606 shares; 2025Q2: 120,927 shares; 2025Q3: 135,541 shares; 2025Q4: 138,385 shares; 2026Q1: 137,938 shares 137,938 $14.6M 1.03% -447 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: 48,923 shares; 2024Q4: 46,470 shares; 2025Q1: 45,181 shares; 2025Q2: 48,361 shares; 2025Q3: 47,952 shares; 2025Q4: 48,400 shares; 2026Q1: 46,117 shares 46,117 $14.3M 1% -2,283 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: 160,613 shares; 2024Q4: 175,341 shares; 2025Q1: 166,408 shares; 2025Q2: 177,799 shares; 2025Q3: 166,617 shares; 2025Q4: 194,087 shares; 2026Q1: 181,838 shares 181,838 $13.9M 0.98% -12,249 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,666 shares; 2024Q4: 117,369 shares; 2025Q1: 131,185 shares; 2025Q2: 120,337 shares; 2025Q3: 93,177 shares; 2025Q4: 94,807 shares; 2026Q1: 165,432 shares 165,432 $13M 0.91% +70,625 Timeline ADME 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: 221,161 shares; 2024Q4: 226,422 shares; 2025Q1: 242,254 shares; 2025Q2: 259,157 shares; 2025Q3: 258,789 shares; 2025Q4: 263,007 shares; 2026Q1: 258,743 shares 258,743 $12.8M 0.9% -4,264 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,178 shares; 2025Q3: 20,377 shares; 2025Q4: 19,432 shares; 2026Q1: 32,797 shares 32,797 $12.6M 0.88% +13,365 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: 36,941 shares; 2024Q4: 40,873 shares; 2025Q1: 48,637 shares; 2025Q2: 54,276 shares; 2025Q3: 58,836 shares; 2025Q4: 59,339 shares; 2026Q1: 60,024 shares 60,024 $12.5M 0.88% +685 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,092 shares; 2024Q4: 200,634 shares; 2025Q1: 236,673 shares; 2025Q2: 341,102 shares; 2025Q3: 221,451 shares; 2025Q4: 207,052 shares; 2026Q1: 241,981 shares 241,981 $12.2M 0.86% +34,929 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,101 shares; 2025Q2: 169,919 shares; 2025Q3: 180,804 shares; 2025Q4: 185,167 shares; 2026Q1: 239,785 shares 239,785 $11M 0.78% +54,618 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: 477,079 shares; 2024Q4: 283,482 shares; 2025Q1: 343,914 shares; 2025Q2: 448,306 shares; 2025Q3: 453,988 shares; 2025Q4: 360,183 shares; 2026Q1: 385,062 shares 385,062 $11M 0.78% +24,879 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,091 shares; 2024Q4: 111,397 shares; 2025Q1: 99,909 shares; 2025Q2: 10,571 shares; 2025Q3: 13,811 shares; 2025Q4: 14,105 shares; 2026Q1: 146,450 shares 146,450 $10.7M 0.75% +132,345 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: 18,109 shares; 2024Q4: 56,433 shares; 2025Q1: 28,570 shares; 2025Q2: 11,867 shares; 2025Q3: 8,232 shares; 2025Q4: 7,539 shares; 2026Q1: 115,508 shares 115,508 $10.6M 0.74% +107,969 Timeline UPSD 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: not reported; 2024Q4: not reported; 2025Q1: 244,945 shares; 2025Q2: 317,190 shares; 2025Q3: 398,055 shares; 2025Q4: 407,706 shares; 2026Q1: 405,018 shares 405,018 $10.3M 0.73% -2,688 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 17,286 shares; 2025Q1: 14,638 shares; 2025Q2: 18,932 shares; 2025Q3: 16,682 shares; 2025Q4: 16,582 shares; 2026Q1: 15,829 shares 15,829 $10.3M 0.72% -753 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: 189,813 shares; 2024Q4: 215,053 shares; 2025Q1: 230,331 shares; 2025Q2: 219,280 shares; 2025Q3: 235,112 shares; 2025Q4: 263,331 shares; 2026Q1: 241,652 shares 241,652 $10.2M 0.72% -21,679 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: 20,929 shares; 2024Q4: 24,001 shares; 2025Q1: 24,304 shares; 2025Q2: 27,510 shares; 2025Q3: 34,523 shares; 2025Q4: 37,776 shares; 2026Q1: 34,103 shares 34,103 $9.78M 0.69% -3,673 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: 18,586 shares; 2024Q4: 19,627 shares; 2025Q1: 21,587 shares; 2025Q2: 23,971 shares; 2025Q3: 26,868 shares; 2025Q4: 27,191 shares; 2026Q1: 33,857 shares 33,857 $9.74M 0.68% +6,666 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,251 shares; 2024Q4: 32,080 shares; 2025Q1: 70,218 shares; 2025Q2: 71,434 shares; 2025Q3: 87,408 shares; 2025Q4: 86,156 shares; 2026Q1: 109,094 shares 109,094 $9.62M 0.68% +22,938 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: 124,593 shares; 2024Q4: 128,120 shares; 2025Q1: 143,645 shares; 2025Q2: 147,756 shares; 2025Q3: 151,850 shares; 2025Q4: 151,923 shares; 2026Q1: 44,912 shares 44,912 $9.6M 0.67% -107,011 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,108 shares; 2024Q4: 165,973 shares; 2025Q1: 231,859 shares; 2025Q2: 261,494 shares; 2025Q3: 268,430 shares; 2025Q4: 117,485 shares; 2026Q1: 104,499 shares 104,499 $9.46M 0.66% -12,986 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: 140,763 shares; 2024Q4: 143,905 shares; 2025Q1: 160,537 shares; 2025Q2: 169,087 shares; 2025Q3: 170,540 shares; 2025Q4: 174,333 shares; 2026Q1: 172,320 shares 172,320 $9.31M 0.65% -2,013 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: 195,489 shares; 2024Q4: 159,407 shares; 2025Q1: 170,452 shares; 2025Q2: 60,655 shares; 2025Q3: 61,040 shares; 2025Q4: 62,329 shares; 2026Q1: 88,921 shares 88,921 $8.83M 0.62% +26,592 Timeline SJNK 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: 264,879 shares; 2024Q4: 288,376 shares; 2025Q1: 313,572 shares; 2025Q2: 327,608 shares; 2025Q3: 313,469 shares; 2025Q4: 379,793 shares; 2026Q1: 340,418 shares 340,418 $8.5M 0.6% -39,375 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,997 shares; 2025Q1: 2,888 shares; 2025Q2: 2,926 shares; 2025Q3: 26,320 shares; 2025Q4: 4,698 shares; 2026Q1: 51,754 shares 51,754 $8.37M 0.59% +47,056 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: 6,261 shares; 2024Q4: 25,817 shares; 2025Q1: 64,331 shares; 2025Q2: 68,729 shares; 2025Q3: 128,261 shares; 2025Q4: 136,590 shares; 2026Q1: 84,744 shares 84,744 $8.09M 0.57% -51,846 Timeline DUBS 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: 320,097 shares; 2024Q4: 323,456 shares; 2025Q1: 231,949 shares; 2025Q2: 231,479 shares; 2025Q3: 202,491 shares; 2025Q4: 214,694 shares; 2026Q1: 216,432 shares 216,432 $7.8M 0.55% +1,738 Timeline EWJ 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: 67,941 shares; 2024Q4: 63,596 shares; 2025Q1: 75,588 shares; 2025Q2: 91,135 shares; 2025Q3: 90,179 shares; 2025Q4: 90,006 shares; 2026Q1: 91,065 shares 91,065 $7.69M 0.54% +1,059 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 68,095 shares; 2026Q1: 168,663 shares 168,663 $7.51M 0.53% +100,568 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: 12,566 shares; 2024Q4: 3,385 shares; 2025Q1: 2,423 shares; 2025Q2: 26,785 shares; 2025Q3: 62,182 shares; 2025Q4: 57,256 shares; 2026Q1: 67,015 shares 67,015 $7.3M 0.51% +9,759 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: 275,266 shares; 2024Q4: 301,229 shares; 2025Q1: 233,033 shares; 2025Q2: 214,256 shares; 2025Q3: 169,080 shares; 2025Q4: 148,964 shares; 2026Q1: 156,327 shares 156,327 $7.12M 0.5% +7,363 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: 30,349 shares; 2024Q4: 36,533 shares; 2025Q1: 39,620 shares; 2025Q2: 43,617 shares; 2025Q3: 42,371 shares; 2025Q4: 42,162 shares; 2026Q1: 41,374 shares 41,374 $6.84M 0.48% -788 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,421 shares; 2025Q2: 11,235 shares; 2025Q3: 24,752 shares; 2025Q4: 12,241 shares; 2026Q1: 67,543 shares 67,543 $6.8M 0.48% +55,302 Timeline SPHY 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: 394,773 shares; 2024Q4: 409,043 shares; 2025Q1: 387,172 shares; 2025Q2: 351,799 shares; 2025Q3: 405,238 shares; 2025Q4: 412,055 shares; 2026Q1: 289,286 shares 289,286 $6.75M 0.47% -122,769 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: 10,189 shares; 2024Q4: 10,984 shares; 2025Q1: 12,757 shares; 2025Q2: 14,485 shares; 2025Q3: 16,696 shares; 2025Q4: 17,136 shares; 2026Q1: 16,753 shares 16,753 $6.23M 0.44% -383 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: 74,793 shares; 2024Q4: 77,677 shares; 2025Q1: 88,603 shares; 2025Q2: 82,777 shares; 2025Q3: 84,158 shares; 2025Q4: 87,127 shares; 2026Q1: 93,629 shares 93,629 $6.18M 0.43% +6,502 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,307 shares; 2024Q4: 98,438 shares; 2025Q1: 106,058 shares; 2025Q2: 114,667 shares; 2025Q3: 120,024 shares; 2025Q4: 131,555 shares; 2026Q1: 140,304 shares 140,304 $6.15M 0.43% +8,749 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,577 shares; 2024Q4: 159,080 shares; 2025Q1: 256,570 shares; 2025Q2: 235,101 shares; 2025Q3: 298,205 shares; 2025Q4: 274,102 shares; 2026Q1: 86,966 shares 86,966 $6.07M 0.43% -187,136 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,583 shares; 2025Q1: 9,657 shares; 2025Q2: 9,217 shares; 2025Q3: 9,438 shares; 2025Q4: 9,815 shares; 2026Q1: 10,392 shares 10,392 $6M 0.42% +577 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,989 shares; 2025Q2: 82,834 shares; 2025Q3: 87,789 shares; 2025Q4: 88,506 shares; 2026Q1: 87,100 shares 87,100 $5.96M 0.42% -1,406 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: 7,634 shares; 2024Q4: 8,259 shares; 2025Q1: 9,780 shares; 2025Q2: 12,174 shares; 2025Q3: 12,354 shares; 2025Q4: 10,910 shares; 2026Q1: 10,250 shares 10,250 $5.86M 0.41% -660 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: 19,133 shares; 2024Q4: 20,315 shares; 2025Q1: 29,092 shares; 2025Q2: 28,773 shares; 2025Q3: 33,916 shares; 2025Q4: 35,651 shares; 2026Q1: 34,170 shares 34,170 $5.8M 0.41% -1,481 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,717 shares; 2024Q4: 122,221 shares; 2025Q1: 132,882 shares; 2025Q2: 136,378 shares; 2025Q3: 141,987 shares; 2025Q4: 145,531 shares; 2026Q1: 147,151 shares 147,151 $5.76M 0.4% +1,620 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: 14,417 shares; 2024Q4: 16,098 shares; 2025Q1: 22,334 shares; 2025Q2: 20,667 shares; 2025Q3: 22,470 shares; 2025Q4: 23,622 shares; 2026Q1: 23,463 shares 23,463 $5.74M 0.4% -159 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,360 shares; 2024Q4: 220,717 shares; 2025Q1: 242,036 shares; 2025Q2: 254,930 shares; 2025Q3: 261,598 shares; 2025Q4: 264,362 shares; 2026Q1: 297,136 shares 297,136 $5.71M 0.4% +32,774 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,927 shares; 2024Q4: 16,193 shares; 2025Q1: 17,936 shares; 2025Q2: 20,220 shares; 2025Q3: 20,330 shares; 2025Q4: 18,801 shares; 2026Q1: 18,850 shares 18,850 $5.54M 0.39% +49 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 16,259 shares; 2025Q1: 17,896 shares; 2025Q2: 22,984 shares; 2025Q3: 24,422 shares; 2025Q4: 28,752 shares; 2026Q1: 28,594 shares 28,594 $5.28M 0.37% -158 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,888 shares; 2024Q4: 21,989 shares; 2025Q1: 24,147 shares; 2025Q2: 21,244 shares; 2025Q3: 22,174 shares; 2025Q4: 22,823 shares; 2026Q1: 28,237 shares 28,237 $5.27M 0.37% +5,414 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,399 shares; 2025Q3: 98,196 shares; 2025Q4: 100,041 shares; 2026Q1: 97,940 shares 97,940 $5.1M 0.36% -2,101 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: 34,348 shares; 2024Q4: 35,409 shares; 2025Q1: 35,788 shares; 2025Q2: 24,483 shares; 2025Q3: 22,546 shares; 2025Q4: 20,967 shares; 2026Q1: 12,891 shares 12,891 $5.05M 0.35% -8,076 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: 61,456 shares; 2024Q4: 56,028 shares; 2025Q1: 60,437 shares; 2025Q2: 63,398 shares; 2025Q3: 62,520 shares; 2025Q4: 67,516 shares; 2026Q1: 62,561 shares 62,561 $4.98M 0.35% -4,955 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,820 shares; 2024Q4: 17,348 shares; 2025Q1: 20,345 shares; 2025Q2: 22,280 shares; 2025Q3: 25,779 shares; 2025Q4: 26,330 shares; 2026Q1: 24,819 shares 24,819 $4.86M 0.34% -1,511 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: 44,868 shares; 2024Q4: 38,072 shares; 2025Q1: 75,820 shares; 2025Q2: 70,901 shares; 2025Q3: 81,845 shares; 2025Q4: 83,452 shares; 2026Q1: 83,313 shares 83,313 $4.71M 0.33% -139 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: 128,157 shares; 2024Q4: 117,348 shares; 2025Q1: 124,835 shares; 2025Q2: 136,331 shares; 2025Q3: 141,827 shares; 2025Q4: 140,876 shares; 2026Q1: 140,012 shares 140,012 $4.69M 0.33% -864 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,591 shares; 2024Q4: 120,392 shares; 2025Q1: 127,903 shares; 2025Q2: 140,616 shares; 2025Q3: 146,791 shares; 2025Q4: 151,031 shares; 2026Q1: 370,410 shares 370,410 $4.69M 0.33% +219,379 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: 10,118 shares; 2024Q4: 12,642 shares; 2025Q1: 14,876 shares; 2025Q2: 15,148 shares; 2025Q3: 16,107 shares; 2025Q4: 16,176 shares; 2026Q1: 15,470 shares 15,470 $4.68M 0.33% -706 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: 15,068 shares; 2024Q4: 15,375 shares; 2025Q1: 18,500 shares; 2025Q2: 20,619 shares; 2025Q3: 21,991 shares; 2025Q4: 22,428 shares; 2026Q1: 21,054 shares 21,054 $4.58M 0.32% -1,374 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,562 shares; 2024Q4: 134,645 shares; 2025Q1: 155,693 shares; 2025Q2: 177,556 shares; 2025Q3: 196,239 shares; 2025Q4: 194,643 shares; 2026Q1: 197,654 shares 197,654 $4.51M 0.32% +3,011 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: 33,874 shares; 2024Q4: 33,435 shares; 2025Q1: 37,600 shares; 2025Q2: 41,460 shares; 2025Q3: 43,320 shares; 2025Q4: 43,762 shares; 2026Q1: 45,995 shares 45,995 $4.44M 0.31% +2,233 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: 58,581 shares; 2024Q4: 175,964 shares; 2025Q1: 194,688 shares; 2025Q2: 185,343 shares; 2025Q3: 185,178 shares; 2025Q4: 176,788 shares; 2026Q1: 167,463 shares 167,463 $4.29M 0.3% -9,325 Timeline DEFR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,151 shares; 2025Q3: 158,212 shares; 2025Q4: 159,761 shares; 2026Q1: 161,399 shares 161,399 $4.29M 0.3% +1,638 Timeline JUCY 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: 226,021 shares; 2024Q4: 200,591 shares; 2025Q1: 248,453 shares; 2025Q2: 172,940 shares; 2025Q3: 168,937 shares; 2025Q4: 152,937 shares; 2026Q1: 189,835 shares 189,835 $4.2M 0.3% +36,898 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 2,873 shares; 2025Q4: not reported; 2026Q1: 25,310 shares 25,310 $4.19M 0.29% new 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: 35,297 shares; 2024Q4: 39,415 shares; 2025Q1: 46,669 shares; 2025Q2: 51,326 shares; 2025Q3: 52,061 shares; 2025Q4: 55,379 shares; 2026Q1: 54,537 shares 54,537 $4.15M 0.29% -842 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: 6,144 shares; 2024Q4: 7,211 shares; 2025Q1: 9,295 shares; 2025Q2: 9,043 shares; 2025Q3: 8,968 shares; 2025Q4: 10,104 shares; 2026Q1: 8,624 shares 8,624 $4.13M 0.29% -1,480 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: 22,578 shares; 2024Q4: 21,219 shares; 2025Q1: 20,845 shares; 2025Q2: 23,971 shares; 2025Q3: 26,566 shares; 2025Q4: 26,123 shares; 2026Q1: 27,474 shares 27,474 $4.02M 0.28% +1,351 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,051 shares 129,051 $3.9M 0.27% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,477 shares; 2024Q4: 341,218 shares; 2025Q1: 374,160 shares; 2025Q2: 391,278 shares; 2025Q3: 401,336 shares; 2025Q4: 401,511 shares; 2026Q1: 406,236 shares 406,236 $3.85M 0.27% +4,725 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,437 shares; 2024Q4: 54,145 shares; 2025Q1: 55,533 shares; 2025Q2: 52,309 shares; 2025Q3: 52,688 shares; 2025Q4: 54,583 shares; 2026Q1: 55,433 shares 55,433 $3.84M 0.27% +850 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,711 shares; 2025Q1: 6,399 shares; 2025Q2: 6,750 shares; 2025Q3: 7,329 shares; 2025Q4: 7,250 shares; 2026Q1: 6,901 shares 6,901 $3.79M 0.27% -349 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,364 shares; 2024Q4: 37,556 shares; 2025Q1: 39,993 shares; 2025Q2: 37,307 shares; 2025Q3: 30,972 shares; 2025Q4: 31,501 shares; 2026Q1: 41,193 shares 41,193 $3.72M 0.26% +9,692 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: 3,171 shares; 2024Q4: 3,866 shares; 2025Q1: 3,717 shares; 2025Q2: 4,385 shares; 2025Q3: 4,449 shares; 2025Q4: 38,062 shares; 2026Q1: 37,560 shares 37,560 $3.61M 0.25% -502 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 95,380 shares 95,380 $3.58M 0.25% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,196 shares; 2024Q4: 45,467 shares; 2025Q1: 42,459 shares; 2025Q2: 40,988 shares; 2025Q3: 40,984 shares; 2025Q4: 38,063 shares; 2026Q1: 37,975 shares 37,975 $3.52M 0.25% -88 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: 75,932 shares; 2024Q4: 75,646 shares; 2025Q1: 83,925 shares; 2025Q2: 75,801 shares; 2025Q3: 74,233 shares; 2025Q4: 75,858 shares; 2026Q1: 75,749 shares 75,749 $3.52M 0.25% -109 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 20,732 shares; 2025Q1: 24,792 shares; 2025Q2: 23,161 shares; 2025Q3: 23,865 shares; 2025Q4: 24,498 shares; 2026Q1: 24,096 shares 24,096 $3.5M 0.25% -402 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,449 shares; 2024Q4: 102,679 shares; 2025Q1: 107,392 shares; 2025Q2: 107,309 shares; 2025Q3: 109,954 shares; 2025Q4: 97,172 shares; 2026Q1: 97,764 shares 97,764 $3.47M 0.24% +592 Timeline MGV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,034 shares; 2026Q1: 23,730 shares 23,730 $3.44M 0.24% +20,696 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: 2,564 shares; 2024Q4: 2,343 shares; 2025Q1: 3,194 shares; 2025Q2: 3,282 shares; 2025Q3: 3,530 shares; 2025Q4: 4,160 shares; 2026Q1: 3,663 shares 3,663 $3.37M 0.24% -497 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,072 shares; 2024Q4: 148,865 shares; 2025Q1: 162,904 shares; 2025Q2: 176,179 shares; 2025Q3: 186,414 shares; 2025Q4: 191,611 shares; 2026Q1: 195,300 shares 195,300 $3.36M 0.24% +3,689 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: 13,407 shares; 2024Q4: 13,064 shares; 2025Q1: 10,646 shares; 2025Q2: 10,557 shares; 2025Q3: 10,653 shares; 2025Q4: 10,283 shares; 2026Q1: 10,436 shares 10,436 $3.35M 0.24% +153 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: 2,829 shares; 2024Q4: 3,154 shares; 2025Q1: 3,060 shares; 2025Q2: 7,140 shares; 2025Q3: 7,946 shares; 2025Q4: 26,367 shares; 2026Q1: 27,070 shares 27,070 $3.26M 0.23% +703 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,842 shares; 2025Q1: 113,375 shares; 2025Q2: 28,471 shares; 2025Q3: 25,927 shares; 2025Q4: 166,859 shares; 2026Q1: 169,230 shares 169,230 $3.24M 0.23% +2,371 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,018 shares; 2025Q3: 65,490 shares; 2025Q4: 71,928 shares; 2026Q1: 82,263 shares 82,263 $3.16M 0.22% +10,335 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,202 shares; 2024Q4: 144,299 shares; 2025Q1: 211,507 shares; 2025Q2: 209,578 shares; 2025Q3: 205,665 shares; 2025Q4: 237,366 shares; 2026Q1: 63,450 shares 63,450 $3.13M 0.22% -173,916 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,482 shares 26,482 $3.08M 0.22% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,506 shares; 2024Q4: 22,555 shares; 2025Q1: 29,578 shares; 2025Q2: 32,370 shares; 2025Q3: 33,959 shares; 2025Q4: 36,182 shares; 2026Q1: 33,108 shares 33,108 $3.08M 0.22% -3,074 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,897 shares; 2024Q4: 197,993 shares; 2025Q1: 226,142 shares; 2025Q2: 254,310 shares; 2025Q3: 303,753 shares; 2025Q4: 310,629 shares; 2026Q1: 310,748 shares 310,748 $3.04M 0.21% +119 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,929 shares; 2024Q4: 171,550 shares; 2025Q1: 192,138 shares; 2025Q2: 235,238 shares; 2025Q3: 291,903 shares; 2025Q4: 299,855 shares; 2026Q1: 301,937 shares 301,937 $3.03M 0.21% +2,082 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: 39,052 shares; 2024Q4: 35,489 shares; 2025Q1: 44,043 shares; 2025Q2: 49,681 shares; 2025Q3: 58,106 shares; 2025Q4: 63,536 shares; 2026Q1: 59,955 shares 59,955 $3.01M 0.21% -3,581 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: 35,568 shares; 2024Q4: 38,661 shares; 2025Q1: 51,088 shares; 2025Q2: 57,548 shares; 2025Q3: 68,695 shares; 2025Q4: 77,962 shares; 2026Q1: 61,682 shares 61,682 $3.01M 0.21% -16,280 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 9,566 shares; 2025Q1: 11,094 shares; 2025Q2: 13,970 shares; 2025Q3: 14,167 shares; 2025Q4: 13,183 shares; 2026Q1: 15,072 shares 15,072 $2.98M 0.21% +1,889 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,700 shares; 2025Q1: 2,746 shares; 2025Q2: 3,107 shares; 2025Q3: 3,353 shares; 2025Q4: 3,509 shares; 2026Q1: 4,093 shares 4,093 $2.98M 0.21% +584 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,824 shares; 2025Q3: 55,493 shares; 2025Q4: 56,875 shares; 2026Q1: 58,634 shares 58,634 $2.97M 0.21% +1,759 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,730 shares 35,730 $2.88M 0.2% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,460 shares; 2024Q4: 138,599 shares; 2025Q1: 144,314 shares; 2025Q2: 145,085 shares; 2025Q3: 150,736 shares; 2025Q4: 155,456 shares; 2026Q1: 157,677 shares 157,677 $2.84M 0.2% +2,221 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,709 shares; 2024Q4: 81,740 shares; 2025Q1: 70,038 shares; 2025Q2: 39,554 shares; 2025Q3: 32,797 shares; 2025Q4: 32,527 shares; 2026Q1: 14,559 shares 14,559 $2.79M 0.2% -17,968 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,949 shares; 2025Q1: 2,357 shares; 2025Q2: 3,085 shares; 2025Q3: 2,649 shares; 2025Q4: 2,631 shares; 2026Q1: 2,773 shares 2,773 $2.76M 0.19% +142 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,229 shares; 2024Q4: 143,000 shares; 2025Q1: 151,666 shares; 2025Q2: 151,351 shares; 2025Q3: 158,053 shares; 2025Q4: 185,319 shares; 2026Q1: 186,760 shares 186,760 $2.76M 0.19% +1,441 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,814 shares; 2025Q2: 36,124 shares; 2025Q3: 36,146 shares; 2025Q4: 108,263 shares; 2026Q1: 103,916 shares 103,916 $2.75M 0.19% -4,347 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,787 shares; 2025Q1: 60,794 shares; 2025Q2: 79,302 shares; 2025Q3: 73,924 shares; 2025Q4: 75,375 shares; 2026Q1: 74,708 shares 74,708 $2.72M 0.19% -667 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: 13,519 shares; 2024Q4: 13,916 shares; 2025Q1: 14,838 shares; 2025Q2: 16,854 shares; 2025Q3: 17,567 shares; 2025Q4: 20,538 shares; 2026Q1: 16,922 shares 16,922 $2.7M 0.19% -3,616 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,668 shares; 2025Q4: 218,905 shares; 2026Q1: 106,967 shares 106,967 $2.69M 0.19% -111,938 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,689 shares; 2024Q4: 52,949 shares; 2025Q1: 55,839 shares; 2025Q2: 64,617 shares; 2025Q3: 68,376 shares; 2025Q4: 69,635 shares; 2026Q1: 71,483 shares 71,483 $2.66M 0.19% +1,848 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 6,262 shares; 2025Q1: 5,497 shares; 2025Q2: 6,395 shares; 2025Q3: 7,174 shares; 2025Q4: 8,832 shares; 2026Q1: 12,447 shares 12,447 $2.64M 0.19% +3,615 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: 1,917 shares; 2024Q4: 1,651 shares; 2025Q1: 3,368 shares; 2025Q2: 8,029 shares; 2025Q3: 8,270 shares; 2025Q4: 8,557 shares; 2026Q1: 8,356 shares 8,356 $2.6M 0.18% -201 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,306 shares; 2024Q4: 91,526 shares; 2025Q1: 96,411 shares; 2025Q2: 103,773 shares; 2025Q3: 108,404 shares; 2025Q4: 140,396 shares; 2026Q1: 140,877 shares 140,877 $2.59M 0.18% +481 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 90,562 shares 90,562 $2.47M 0.17% new Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,195 shares; 2024Q4: 75,063 shares; 2025Q1: 72,928 shares; 2025Q2: 72,890 shares; 2025Q3: 73,079 shares; 2025Q4: 73,737 shares; 2026Q1: 73,550 shares 73,550 $2.47M 0.17% -187 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,438 shares; 2024Q4: 30,898 shares; 2025Q1: 26,453 shares; 2025Q2: 27,434 shares; 2025Q3: 27,900 shares; 2025Q4: 38,417 shares; 2026Q1: 38,131 shares 38,131 $2.44M 0.17% -286 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,152 shares; 2024Q4: 36,358 shares; 2025Q1: 36,600 shares; 2025Q2: 36,832 shares; 2025Q3: 37,124 shares; 2025Q4: 37,390 shares; 2026Q1: 37,534 shares 37,534 $2.43M 0.17% +144 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,660 shares; 2025Q1: 3,780 shares; 2025Q2: 2,621 shares; 2025Q3: 4,523 shares; 2025Q4: 3,391 shares; 2026Q1: 5,611 shares 5,611 $2.41M 0.17% +2,220 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 3,093 shares; 2025Q3: 5,563 shares; 2025Q4: 14,359 shares; 2026Q1: 18,124 shares 18,124 $2.29M 0.16% +3,765 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,449 shares; 2024Q4: 32,714 shares; 2025Q1: 32,899 shares; 2025Q2: 33,361 shares; 2025Q3: 34,221 shares; 2025Q4: 30,195 shares; 2026Q1: 18,914 shares 18,914 $2.17M 0.15% -11,281 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: 5,234 shares; 2024Q4: 6,874 shares; 2025Q1: 8,396 shares; 2025Q2: 7,998 shares; 2025Q3: 9,874 shares; 2025Q4: 8,963 shares; 2026Q1: 10,489 shares 10,489 $2.17M 0.15% +1,526 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,818 shares; 2025Q4: 13,945 shares; 2026Q1: 28,681 shares 28,681 $2.15M 0.15% +14,736 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: 9,707 shares; 2024Q4: 9,323 shares; 2025Q1: 9,995 shares; 2025Q2: 9,862 shares; 2025Q3: 10,046 shares; 2025Q4: 10,041 shares; 2026Q1: 10,826 shares 10,826 $2.15M 0.15% +785 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: 6,297 shares; 2024Q4: 5,839 shares; 2025Q1: 6,769 shares; 2025Q2: 7,704 shares; 2025Q3: 8,354 shares; 2025Q4: 7,641 shares; 2026Q1: 6,517 shares 6,517 $2.14M 0.15% -1,124 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: 1,536 shares; 2024Q4: 1,610 shares; 2025Q1: 1,966 shares; 2025Q2: 2,156 shares; 2025Q3: 2,365 shares; 2025Q4: 2,423 shares; 2026Q1: 2,156 shares 2,156 $2.07M 0.15% -267 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,007 shares; 2024Q4: 82,717 shares; 2025Q1: 60,846 shares; 2025Q2: 51,984 shares; 2025Q3: 52,404 shares; 2025Q4: 52,794 shares; 2026Q1: 18,685 shares 18,685 $2.07M 0.15% -34,109 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: 4,330 shares; 2024Q4: 4,586 shares; 2025Q1: 5,451 shares; 2025Q2: 6,179 shares; 2025Q3: 7,507 shares; 2025Q4: 7,502 shares; 2026Q1: 5,933 shares 5,933 $2.05M 0.14% -1,569 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,060 shares; 2024Q4: 7,698 shares; 2025Q1: 9,625 shares; 2025Q2: 10,744 shares; 2025Q3: 20,134 shares; 2025Q4: 8,679 shares; 2026Q1: 11,820 shares 11,820 $2.04M 0.14% +3,141 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: 24,372 shares; 2024Q4: 24,303 shares; 2025Q1: 7,435 shares; 2025Q2: 4,241 shares; 2025Q3: 7,708 shares; 2025Q4: 8,357 shares; 2026Q1: 13,122 shares 13,122 $2.04M 0.14% +4,765 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,979 shares; 2025Q2: 8,131 shares; 2025Q3: 6,389 shares; 2025Q4: 68,899 shares; 2026Q1: 68,955 shares 68,955 $2.03M 0.14% +56 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,326 shares; 2025Q3: 12,831 shares; 2025Q4: 13,122 shares; 2026Q1: 13,030 shares 13,030 $2.03M 0.14% -92 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,009 shares 22,009 $2.02M 0.14% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 1,996 shares; 2026Q1: 1,508 shares 1,508 $1.99M 0.14% -488 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 3,716 shares; 2025Q1: 4,820 shares; 2025Q2: 6,170 shares; 2025Q3: 6,332 shares; 2025Q4: 6,691 shares; 2026Q1: 9,724 shares 9,724 $1.98M 0.14% +3,033 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 11,029 shares; 2025Q1: 13,254 shares; 2025Q2: 13,347 shares; 2025Q3: 14,230 shares; 2025Q4: 15,075 shares; 2026Q1: 12,362 shares 12,362 $1.95M 0.14% -2,713 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: 3,295 shares; 2024Q4: 3,720 shares; 2025Q1: 4,834 shares; 2025Q2: 5,226 shares; 2025Q3: 4,874 shares; 2025Q4: 5,372 shares; 2026Q1: 4,565 shares 4,565 $1.94M 0.14% -807 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: 8,368 shares; 2024Q4: 7,361 shares; 2025Q1: 7,982 shares; 2025Q2: 9,421 shares; 2025Q3: 12,895 shares; 2025Q4: 10,503 shares; 2026Q1: 9,540 shares 9,540 $1.89M 0.13% -963 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 11,049 shares; 2025Q1: 12,067 shares; 2025Q2: 13,285 shares; 2025Q3: 14,572 shares; 2025Q4: 16,995 shares; 2026Q1: 14,094 shares 14,094 $1.85M 0.13% -2,901 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,401 shares; 2025Q4: 8,694 shares; 2026Q1: 7,368 shares 7,368 $1.85M 0.13% -1,326 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: 15,375 shares; 2024Q4: 15,016 shares; 2025Q1: 18,833 shares; 2025Q2: 19,557 shares; 2025Q3: 17,097 shares; 2025Q4: 11,502 shares; 2026Q1: 12,744 shares 12,744 $1.84M 0.13% +1,242 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 9,256 shares; 2025Q1: 6,382 shares; 2025Q2: 6,675 shares; 2025Q3: 6,980 shares; 2025Q4: 14,359 shares; 2026Q1: 13,790 shares 13,790 $1.83M 0.13% -569 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: 11,889 shares; 2024Q4: 11,921 shares; 2025Q1: 11,946 shares; 2025Q2: 11,969 shares; 2025Q3: 12,003 shares; 2025Q4: 12,025 shares; 2026Q1: 12,047 shares 12,047 $1.78M 0.12% +22 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 17,997 shares; 2025Q1: 21,457 shares; 2025Q2: 24,811 shares; 2025Q3: 26,109 shares; 2025Q4: 10,892 shares; 2026Q1: 9,682 shares 9,682 $1.74M 0.12% -1,210 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: 50,925 shares; 2024Q4: 55,085 shares; 2025Q1: 57,407 shares; 2025Q2: 61,463 shares; 2025Q3: 62,605 shares; 2025Q4: 59,727 shares; 2026Q1: 59,785 shares 59,785 $1.73M 0.12% +58 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 20,965 shares; 2026Q1: 21,140 shares 21,140 $1.72M 0.12% +175 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly 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: 57,269 shares 57,269 $1.72M 0.12% 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: 10,624 shares; 2024Q4: 42,261 shares; 2025Q1: 90,455 shares; 2025Q2: 79,244 shares; 2025Q3: 78,262 shares; 2025Q4: 62,791 shares; 2026Q1: 58,347 shares 58,347 $1.7M 0.12% -4,444 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,492 shares; 2024Q4: 36,383 shares; 2025Q1: 38,699 shares; 2025Q2: 36,117 shares; 2025Q3: 36,118 shares; 2025Q4: 36,206 shares; 2026Q1: 36,039 shares 36,039 $1.69M 0.12% -167 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,304 shares; 2024Q4: 16,985 shares; 2025Q1: 16,874 shares; 2025Q2: 25,502 shares; 2025Q3: 17,790 shares; 2025Q4: 16,742 shares; 2026Q1: 23,168 shares 23,168 $1.69M 0.12% +6,426 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 8,123 shares; 2025Q1: 8,916 shares; 2025Q2: 9,457 shares; 2025Q3: 9,595 shares; 2025Q4: 10,005 shares; 2026Q1: 10,348 shares 10,348 $1.68M 0.12% +343 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: 5,778 shares; 2024Q4: 4,260 shares; 2025Q1: 5,121 shares; 2025Q2: 8,338 shares; 2025Q3: 8,486 shares; 2025Q4: 8,856 shares; 2026Q1: 6,901 shares 6,901 $1.67M 0.12% -1,955 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,776 shares; 2025Q1: 3,276 shares; 2025Q2: 3,693 shares; 2025Q3: 3,982 shares; 2025Q4: 3,429 shares; 2026Q1: 4,370 shares 4,370 $1.65M 0.12% +941 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 4,937 shares; 2025Q2: 5,223 shares; 2025Q3: 5,582 shares; 2025Q4: 5,960 shares; 2026Q1: 5,173 shares 5,173 $1.63M 0.11% -787 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: 12,294 shares; 2024Q4: 11,821 shares; 2025Q1: 14,825 shares; 2025Q2: 14,641 shares; 2025Q3: 14,400 shares; 2025Q4: 12,229 shares; 2026Q1: 10,971 shares 10,971 $1.61M 0.11% -1,258 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,964 shares; 2024Q4: 31,236 shares; 2025Q1: 35,565 shares; 2025Q2: 39,688 shares; 2025Q3: 40,812 shares; 2025Q4: 40,507 shares; 2026Q1: 48,568 shares 48,568 $1.61M 0.11% +8,061 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: 4,561 shares; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: 27,403 shares; 2025Q3: 28,673 shares; 2025Q4: 24,559 shares; 2026Q1: 21,482 shares 21,482 $1.55M 0.11% -3,077 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,514 shares 37,514 $1.53M 0.11% new 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: 2,294 shares; 2024Q4: 2,354 shares; 2025Q1: 2,203 shares; 2025Q2: 3,281 shares; 2025Q3: 4,151 shares; 2025Q4: 20,095 shares; 2026Q1: 14,460 shares 14,460 $1.51M 0.11% -5,635 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: 970 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 782 shares; 2025Q3: 971 shares; 2025Q4: 2,985 shares; 2026Q1: 3,189 shares 3,189 $1.51M 0.11% +204 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: 3,536 shares; 2025Q3: 3,224 shares; 2025Q4: 3,921 shares; 2026Q1: 4,438 shares 4,438 $1.5M 0.11% +517 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,526 shares; 2025Q3: 2,537 shares; 2025Q4: 2,717 shares; 2026Q1: 4,205 shares 4,205 $1.44M 0.1% +1,488 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: 3,163 shares; 2025Q1: 4,248 shares; 2025Q2: 11,536 shares; 2025Q3: 11,167 shares; 2025Q4: 11,892 shares; 2026Q1: 12,534 shares 12,534 $1.42M 0.1% +642 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 982 shares; 2025Q1: 3,198 shares; 2025Q2: 3,416 shares; 2025Q3: 3,621 shares; 2025Q4: 2,096 shares; 2026Q1: 2,867 shares 2,867 $1.42M 0.1% +771 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: 4,143 shares; 2024Q4: 8,629 shares; 2025Q1: 7,618 shares; 2025Q2: 8,525 shares; 2025Q3: 10,383 shares; 2025Q4: 10,850 shares; 2026Q1: 8,802 shares 8,802 $1.41M 0.1% -2,048 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,740 shares; 2024Q4: 10,821 shares; 2025Q1: 9,054 shares; 2025Q2: 10,664 shares; 2025Q3: 13,993 shares; 2025Q4: 36,058 shares; 2026Q1: 35,302 shares 35,302 $1.41M 0.1% -756 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 57,603 shares; 2025Q3: 60,760 shares; 2025Q4: 135,909 shares; 2026Q1: 53,835 shares 53,835 $1.41M 0.1% -82,074 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,571 shares; 2025Q1: 3,178 shares; 2025Q2: 3,812 shares; 2025Q3: 3,780 shares; 2025Q4: 5,712 shares; 2026Q1: 6,470 shares 6,470 $1.4M 0.1% +758 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 5,412 shares; 2025Q3: 5,502 shares; 2025Q4: 5,757 shares; 2026Q1: 4,984 shares 4,984 $1.39M 0.1% -773 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: 753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,929 shares; 2026Q1: 3,068 shares 3,068 $1.37M 0.1% -861 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 1,047 shares; 2025Q2: 1,348 shares; 2025Q3: 1,909 shares; 2025Q4: 1,986 shares; 2026Q1: 1,916 shares 1,916 $1.36M 0.1% -70 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,118 shares 29,118 $1.31M 0.09% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,354 shares; 2025Q4: 14,369 shares; 2026Q1: 12,070 shares 12,070 $1.31M 0.09% -2,299 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,028 shares; 2025Q1: not reported; 2025Q2: 3,853 shares; 2025Q3: 4,062 shares; 2025Q4: 3,729 shares; 2026Q1: 3,861 shares 3,861 $1.3M 0.09% +132 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: 18,043 shares; 2024Q4: 18,056 shares; 2025Q1: 18,624 shares; 2025Q2: 18,232 shares; 2025Q3: 18,571 shares; 2025Q4: 18,535 shares; 2026Q1: 18,622 shares 18,622 $1.3M 0.09% +87 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 5,230 shares; 2025Q4: 5,342 shares; 2026Q1: 6,096 shares 6,096 $1.3M 0.09% +754 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: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,055 shares; 2025Q4: 861 shares; 2026Q1: 1,485 shares 1,485 $1.3M 0.09% +624 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: 12,695 shares; 2025Q2: 13,497 shares; 2025Q3: 13,882 shares; 2025Q4: 14,003 shares; 2026Q1: 13,967 shares 13,967 $1.29M 0.09% -36 Timeline WLFC WILLIS LEASE FIN CORP More: the full row for WILLIS LEASE FIN 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: 7,589 shares 7,589 $1.29M 0.09% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 1,364 shares; 2025Q1: 2,661 shares; 2025Q2: 4,672 shares; 2025Q3: 5,348 shares; 2025Q4: 5,469 shares; 2026Q1: 4,543 shares 4,543 $1.29M 0.09% -926 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: not reported; 2026Q1: 4,848 shares 4,848 $1.29M 0.09% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,939 shares; 2025Q1: 1,991 shares; 2025Q2: 2,235 shares; 2025Q3: 2,680 shares; 2025Q4: 2,643 shares; 2026Q1: 2,550 shares 2,550 $1.27M 0.09% -93 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: 1,877 shares; 2024Q4: 3,700 shares; 2025Q1: 4,852 shares; 2025Q2: 5,619 shares; 2025Q3: 7,073 shares; 2025Q4: 3,126 shares; 2026Q1: 3,463 shares 3,463 $1.24M 0.09% +337 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,516 shares; 2025Q3: 13,577 shares; 2025Q4: 15,336 shares; 2026Q1: 11,214 shares 11,214 $1.23M 0.09% -4,122 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 24,591 shares; 2025Q1: 23,922 shares; 2025Q2: 18,067 shares; 2025Q3: 18,023 shares; 2025Q4: 18,012 shares; 2026Q1: 18,012 shares 18,012 $1.21M 0.08% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,224 shares 4,224 $1.2M 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,171 shares; 2025Q1: 10,815 shares; 2025Q2: 9,265 shares; 2025Q3: 9,275 shares; 2025Q4: 9,288 shares; 2026Q1: 9,267 shares 9,267 $1.15M 0.08% -21 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: 2,278 shares; 2024Q4: 1,896 shares; 2025Q1: 2,251 shares; 2025Q2: 1,750 shares; 2025Q3: 2,012 shares; 2025Q4: 2,951 shares; 2026Q1: 2,333 shares 2,333 $1.15M 0.08% -618 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,058 shares; 2024Q4: 48,879 shares; 2025Q1: 28,451 shares; 2025Q2: 35,170 shares; 2025Q3: 20,924 shares; 2025Q4: 24,526 shares; 2026Q1: 16,260 shares 16,260 $1.15M 0.08% -8,266 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $1.12M 0.08% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,660 shares; 2025Q1: 3,794 shares; 2025Q2: 4,561 shares; 2025Q3: 4,384 shares; 2025Q4: 4,253 shares; 2026Q1: 4,487 shares 4,487 $1.11M 0.08% +234 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: 2,554 shares; 2024Q4: 1,381 shares; 2025Q1: 1,554 shares; 2025Q2: 2,498 shares; 2025Q3: 2,858 shares; 2025Q4: 3,248 shares; 2026Q1: 3,176 shares 3,176 $1.09M 0.08% -72 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 15,903 shares; 2025Q1: 17,383 shares; 2025Q2: 16,610 shares; 2025Q3: 17,890 shares; 2025Q4: 6,137 shares; 2026Q1: 5,088 shares 5,088 $1.07M 0.08% -1,049 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: 20,870 shares; 2025Q2: 20,897 shares; 2025Q3: 20,553 shares; 2025Q4: 19,196 shares; 2026Q1: 19,204 shares 19,204 $1.04M 0.07% +8 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 7,180 shares; 2025Q1: 7,585 shares; 2025Q2: 8,436 shares; 2025Q3: 9,769 shares; 2025Q4: 9,191 shares; 2026Q1: 7,105 shares 7,105 $1.03M 0.07% -2,086 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 3,141 shares; 2025Q1: 4,050 shares; 2025Q2: 5,019 shares; 2025Q3: 5,925 shares; 2025Q4: 5,656 shares; 2026Q1: 4,360 shares 4,360 $1.01M 0.07% -1,296 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: 121,368 shares; 2024Q4: 107,930 shares; 2025Q1: 115,591 shares; 2025Q2: 118,331 shares; 2025Q3: 14,355 shares; 2025Q4: 13,841 shares; 2026Q1: 19,654 shares 19,654 $1M 0.07% +5,813 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,041 shares; 2025Q1: 4,744 shares; 2025Q2: 4,296 shares; 2025Q3: 5,267 shares; 2025Q4: 4,565 shares; 2026Q1: 4,064 shares 4,064 $996K 0.07% -501 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 5,144 shares; 2025Q1: 5,915 shares; 2025Q2: 5,194 shares; 2025Q3: 5,914 shares; 2025Q4: 6,063 shares; 2026Q1: 4,687 shares 4,687 $995K 0.07% -1,376 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: 2,439 shares; 2024Q4: 2,446 shares; 2025Q1: 5,670 shares; 2025Q2: 6,159 shares; 2025Q3: 6,406 shares; 2025Q4: 6,684 shares; 2026Q1: 5,789 shares 5,789 $979K 0.07% -895 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,741 shares; 2025Q1: 4,423 shares; 2025Q2: 4,467 shares; 2025Q3: 4,838 shares; 2025Q4: 4,659 shares; 2026Q1: 5,010 shares 5,010 $973K 0.07% +351 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: 8,399 shares; 2024Q4: 9,256 shares; 2025Q1: 16,046 shares; 2025Q2: 17,737 shares; 2025Q3: 7,957 shares; 2025Q4: 8,090 shares; 2026Q1: 13,300 shares 13,300 $962K 0.07% +5,210 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: 18,567 shares; 2024Q4: 14,637 shares; 2025Q1: 15,042 shares; 2025Q2: 17,541 shares; 2025Q3: 24,784 shares; 2025Q4: 26,161 shares; 2026Q1: 34,043 shares 34,043 $956K 0.07% +7,882 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: 4,359 shares; 2024Q4: 4,865 shares; 2025Q1: 4,515 shares; 2025Q2: 5,111 shares; 2025Q3: 4,008 shares; 2025Q4: 4,279 shares; 2026Q1: 2,062 shares 2,062 $951K 0.07% -2,217 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: 754 shares; 2024Q4: 626 shares; 2025Q1: 841 shares; 2025Q2: 972 shares; 2025Q3: 1,008 shares; 2025Q4: 1,063 shares; 2026Q1: 1,050 shares 1,050 $940K 0.07% -13 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: 9,056 shares; 2024Q4: 11,916 shares; 2025Q1: 9,917 shares; 2025Q2: 8,400 shares; 2025Q3: 7,620 shares; 2025Q4: 7,586 shares; 2026Q1: 11,807 shares 11,807 $916K 0.06% +4,221 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,628 shares; 2024Q4: 17,885 shares; 2025Q1: 17,885 shares; 2025Q2: 17,718 shares; 2025Q3: 17,718 shares; 2025Q4: 17,718 shares; 2026Q1: 17,718 shares 17,718 $907K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,770 shares; 2025Q2: 6,999 shares; 2025Q3: 15,230 shares; 2025Q4: 20,485 shares; 2026Q1: 12,455 shares 12,455 $902K 0.06% -8,030 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: 14,690 shares; 2024Q4: 41,641 shares; 2025Q1: 40,982 shares; 2025Q2: 40,002 shares; 2025Q3: 40,073 shares; 2025Q4: 38,283 shares; 2026Q1: 35,765 shares 35,765 $898K 0.06% -2,518 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 2,388 shares; 2025Q3: 2,109 shares; 2025Q4: 2,625 shares; 2026Q1: 2,704 shares 2,704 $881K 0.06% +79 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,321 shares; 2025Q1: 1,655 shares; 2025Q2: 2,203 shares; 2025Q3: 1,702 shares; 2025Q4: 1,677 shares; 2026Q1: 1,561 shares 1,561 $879K 0.06% -116 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,404 shares; 2025Q3: 22,273 shares; 2025Q4: 9,700 shares; 2026Q1: 7,346 shares 7,346 $871K 0.06% -2,354 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,170 shares; 2024Q4: 25,521 shares; 2025Q1: 24,573 shares; 2025Q2: 24,673 shares; 2025Q3: 24,603 shares; 2025Q4: 24,802 shares; 2026Q1: 24,802 shares 24,802 $850K 0.06% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 3,241 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,281 shares; 2025Q4: 3,247 shares; 2026Q1: 3,232 shares 3,232 $847K 0.06% -15 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,451 shares; 2025Q1: 1,814 shares; 2025Q2: 2,124 shares; 2025Q3: 2,123 shares; 2025Q4: 2,244 shares; 2026Q1: 2,166 shares 2,166 $846K 0.06% -78 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 4,409 shares; 2025Q3: 5,125 shares; 2025Q4: 5,248 shares; 2026Q1: 4,037 shares 4,037 $837K 0.06% -1,211 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: 3,320 shares; 2024Q4: 2,856 shares; 2025Q1: 5,406 shares; 2025Q2: 6,062 shares; 2025Q3: 5,284 shares; 2025Q4: 5,651 shares; 2026Q1: 8,897 shares 8,897 $836K 0.06% +3,246 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: 1,911 shares; 2024Q4: 1,768 shares; 2025Q1: 1,852 shares; 2025Q2: 2,060 shares; 2025Q3: 2,017 shares; 2025Q4: 2,094 shares; 2026Q1: 2,003 shares 2,003 $835K 0.06% -91 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,480 shares; 2025Q3: 5,597 shares; 2025Q4: 6,755 shares; 2026Q1: 11,217 shares 11,217 $821K 0.06% +4,462 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,511 shares; 2026Q1: 4,567 shares 4,567 $820K 0.06% -1,944 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,215 shares 16,215 $817K 0.06% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,102 shares; 2025Q1: 4,412 shares; 2025Q2: 4,363 shares; 2025Q3: 4,833 shares; 2025Q4: 5,992 shares; 2026Q1: 6,121 shares 6,121 $809K 0.06% +129 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,199 shares; 2024Q4: 4,819 shares; 2025Q1: 4,908 shares; 2025Q2: 4,214 shares; 2025Q3: 3,951 shares; 2025Q4: 3,980 shares; 2026Q1: 5,519 shares 5,519 $809K 0.06% +1,539 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,439 shares; 2025Q1: 4,657 shares; 2025Q2: 4,799 shares; 2025Q3: 4,834 shares; 2025Q4: 4,791 shares; 2026Q1: 1,108 shares 1,108 $808K 0.06% -3,683 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: 3,108 shares; 2024Q4: 3,667 shares; 2025Q1: 3,980 shares; 2025Q2: 4,381 shares; 2025Q3: 5,086 shares; 2025Q4: 4,550 shares; 2026Q1: 6,054 shares 6,054 $799K 0.06% +1,504 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,981 shares 1,981 $781K 0.05% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: 5,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,731 shares 12,731 $780K 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,129 shares; 2024Q4: 11,120 shares; 2025Q1: 13,397 shares; 2025Q2: 15,743 shares; 2025Q3: 16,190 shares; 2025Q4: 17,342 shares; 2026Q1: 16,843 shares 16,843 $774K 0.05% -499 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 6,603 shares; 2025Q1: 5,574 shares; 2025Q2: 5,246 shares; 2025Q3: 4,827 shares; 2025Q4: 4,808 shares; 2026Q1: 4,977 shares 4,977 $772K 0.05% +169 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,004 shares; 2024Q4: 36,854 shares; 2025Q1: 30,777 shares; 2025Q2: 34,265 shares; 2025Q3: 36,588 shares; 2025Q4: 39,599 shares; 2026Q1: 29,381 shares 29,381 $771K 0.05% -10,218 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,148 shares; 2025Q1: 6,983 shares; 2025Q2: 6,625 shares; 2025Q3: 6,653 shares; 2025Q4: 6,654 shares; 2026Q1: 7,487 shares 7,487 $766K 0.05% +833 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,028 shares 8,028 $765K 0.05% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 376 shares; 2025Q3: 419 shares; 2025Q4: 388 shares; 2026Q1: 518 shares 518 $763K 0.05% +130 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,729 shares; 2024Q4: 11,256 shares; 2025Q1: 11,651 shares; 2025Q2: 11,463 shares; 2025Q3: 11,438 shares; 2025Q4: 11,201 shares; 2026Q1: 11,254 shares 11,254 $760K 0.05% +53 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,858 shares; 2025Q3: 3,698 shares; 2025Q4: 6,341 shares; 2026Q1: 4,461 shares 4,461 $754K 0.05% -1,880 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,363 shares; 2024Q4: 12,367 shares; 2025Q1: 8,930 shares; 2025Q2: 9,056 shares; 2025Q3: 11,727 shares; 2025Q4: 11,053 shares; 2026Q1: 18,080 shares 18,080 $753K 0.05% +7,027 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,501 shares; 2025Q3: 1,960 shares; 2025Q4: not reported; 2026Q1: 5,323 shares 5,323 $721K 0.05% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,228 shares; 2025Q1: 5,143 shares; 2025Q2: 4,717 shares; 2025Q3: 4,878 shares; 2025Q4: not reported; 2026Q1: 5,428 shares 5,428 $711K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,037 shares; 2025Q1: 2,582 shares; 2025Q2: 3,461 shares; 2025Q3: 3,554 shares; 2025Q4: 1,811 shares; 2026Q1: 3,092 shares 3,092 $710K 0.05% +1,281 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: 13,623 shares; 2024Q4: 13,752 shares; 2025Q1: 13,875 shares; 2025Q2: 14,006 shares; 2025Q3: 14,142 shares; 2025Q4: 14,312 shares; 2026Q1: 18,761 shares 18,761 $710K 0.05% +4,449 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: 2,119 shares; 2024Q4: 1,833 shares; 2025Q1: 2,264 shares; 2025Q2: 2,978 shares; 2025Q3: 2,554 shares; 2025Q4: 2,683 shares; 2026Q1: 2,659 shares 2,659 $707K 0.05% -24 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,465 shares; 2025Q2: 8,108 shares; 2025Q3: 11,086 shares; 2025Q4: 10,800 shares; 2026Q1: 14,715 shares 14,715 $697K 0.05% +3,915 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: 1,962 shares; 2024Q4: 3,971 shares; 2025Q1: 3,970 shares; 2025Q2: 4,753 shares; 2025Q3: 1,574 shares; 2025Q4: 1,809 shares; 2026Q1: 3,692 shares 3,692 $689K 0.05% +1,883 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: 1,022 shares; 2025Q4: 2,014 shares; 2026Q1: 1,728 shares 1,728 $688K 0.05% -286 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: 14,720 shares; 2025Q3: 17,118 shares; 2025Q4: 17,554 shares; 2026Q1: 15,581 shares 15,581 $688K 0.05% -1,973 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418 shares; 2025Q1: 499 shares; 2025Q2: 732 shares; 2025Q3: 688 shares; 2025Q4: 771 shares; 2026Q1: 795 shares 795 $672K 0.05% +24 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,656 shares; 2025Q1: 2,792 shares; 2025Q2: 2,888 shares; 2025Q3: 2,716 shares; 2025Q4: 2,808 shares; 2026Q1: 2,966 shares 2,966 $671K 0.05% +158 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 3,895 shares; 2025Q1: 6,695 shares; 2025Q2: 7,264 shares; 2025Q3: 7,256 shares; 2025Q4: 7,633 shares; 2026Q1: 7,271 shares 7,271 $670K 0.05% -362 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: 4,106 shares; 2024Q4: 2,741 shares; 2025Q1: 3,565 shares; 2025Q2: 4,305 shares; 2025Q3: 4,801 shares; 2025Q4: 3,037 shares; 2026Q1: 3,456 shares 3,456 $667K 0.05% +419 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: 169 shares; 2024Q4: 176 shares; 2025Q1: 105 shares; 2025Q2: 139 shares; 2025Q3: 116 shares; 2025Q4: 136 shares; 2026Q1: 157 shares 157 $662K 0.05% +21 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,050 shares; 2024Q4: 15,175 shares; 2025Q1: 10,607 shares; 2025Q2: 13,357 shares; 2025Q3: 12,976 shares; 2025Q4: 11,999 shares; 2026Q1: 13,669 shares 13,669 $662K 0.05% +1,670 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: 2,569 shares; 2025Q1: 2,315 shares; 2025Q2: 2,916 shares; 2025Q3: 3,100 shares; 2025Q4: 3,352 shares; 2026Q1: 3,321 shares 3,321 $661K 0.05% -31 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,904 shares; 2025Q1: 1,017 shares; 2025Q2: 1,677 shares; 2025Q3: 1,470 shares; 2025Q4: 2,350 shares; 2026Q1: 2,138 shares 2,138 $647K 0.05% -212 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 5,476 shares; 2025Q1: 5,958 shares; 2025Q2: 7,683 shares; 2025Q3: 7,039 shares; 2025Q4: 6,603 shares; 2026Q1: 6,268 shares 6,268 $644K 0.05% -335 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,376 shares; 2025Q1: 17,836 shares; 2025Q2: 17,919 shares; 2025Q3: 18,300 shares; 2025Q4: 16,639 shares; 2026Q1: 16,079 shares 16,079 $640K 0.04% -560 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: 11,030 shares; 2024Q4: 11,068 shares; 2025Q1: 11,096 shares; 2025Q2: 11,127 shares; 2025Q3: 10,502 shares; 2025Q4: 10,348 shares; 2026Q1: 10,379 shares 10,379 $640K 0.04% +31 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 5,717 shares 5,717 $633K 0.04% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,345 shares; 2025Q1: 4,020 shares; 2025Q2: 3,083 shares; 2025Q3: 3,050 shares; 2025Q4: 3,277 shares; 2026Q1: 2,621 shares 2,621 $629K 0.04% -656 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: 2,977 shares; 2025Q2: 3,733 shares; 2025Q3: 3,423 shares; 2025Q4: 3,295 shares; 2026Q1: 2,971 shares 2,971 $628K 0.04% -324 Timeline VLU 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: 2,591 shares; 2024Q4: 2,268 shares; 2025Q1: 3,248 shares; 2025Q2: 4,681 shares; 2025Q3: 6,013 shares; 2025Q4: 4,815 shares; 2026Q1: 2,890 shares 2,890 $621K 0.04% -1,925 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,554 shares; 2025Q3: 8,446 shares; 2025Q4: 9,417 shares; 2026Q1: 8,275 shares 8,275 $616K 0.04% -1,142 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: 7,581 shares; 2024Q4: 7,443 shares; 2025Q1: 7,725 shares; 2025Q2: 5,529 shares; 2025Q3: 6,060 shares; 2025Q4: 2,131 shares; 2026Q1: 2,266 shares 2,266 $613K 0.04% +135 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares; 2026Q1: 8,424 shares 8,424 $612K 0.04% +1,951 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 30,571 shares; 2025Q1: 49,947 shares; 2025Q2: 19,702 shares; 2025Q3: 9,106 shares; 2025Q4: 6,566 shares; 2026Q1: 9,966 shares 9,966 $604K 0.04% +3,400 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,317 shares; 2025Q1: 1,819 shares; 2025Q2: 2,151 shares; 2025Q3: 1,795 shares; 2025Q4: 4,606 shares; 2026Q1: 5,772 shares 5,772 $598K 0.04% +1,166 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: 2,646 shares; 2025Q3: 4,516 shares; 2025Q4: 6,096 shares; 2026Q1: 3,610 shares 3,610 $594K 0.04% -2,486 Timeline BANK OF AMER CORP 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 753 shares; 2025Q2: 641 shares; 2025Q3: 579 shares; 2025Q4: 495 shares; 2026Q1: 498 shares 498 $593K 0.04% +3 GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,389 shares; 2024Q4: 53,105 shares; 2025Q1: 55,874 shares; 2025Q2: 38,011 shares; 2025Q3: 33,818 shares; 2025Q4: 33,260 shares; 2026Q1: 25,816 shares 25,816 $591K 0.04% -7,444 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: 1,276 shares; 2024Q4: 1,275 shares; 2025Q1: 1,630 shares; 2025Q2: 1,613 shares; 2025Q3: 1,639 shares; 2025Q4: 1,679 shares; 2026Q1: 1,790 shares 1,790 $588K 0.04% +111 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,857 shares; 2025Q2: 2,175 shares; 2025Q3: 3,744 shares; 2025Q4: 2,998 shares; 2026Q1: 3,222 shares 3,222 $587K 0.04% +224 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: 1,582 shares; 2024Q4: 1,212 shares; 2025Q1: 1,553 shares; 2025Q2: 1,522 shares; 2025Q3: 1,532 shares; 2025Q4: 1,538 shares; 2026Q1: 1,998 shares 1,998 $580K 0.04% +460 Timeline PDEC 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: 12,839 shares; 2024Q4: 15,160 shares; 2025Q1: 13,707 shares; 2025Q2: 13,707 shares; 2025Q3: 13,707 shares; 2025Q4: 13,582 shares; 2026Q1: 13,582 shares 13,582 $577K 0.04% 0 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,002 shares; 2025Q2: 24,194 shares; 2025Q3: 24,201 shares; 2025Q4: 24,225 shares; 2026Q1: 24,427 shares 24,427 $577K 0.04% +202 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares; 2025Q3: 4,018 shares; 2025Q4: 4,093 shares; 2026Q1: 4,018 shares 4,018 $574K 0.04% -75 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: 9,079 shares; 2024Q4: 8,843 shares; 2025Q1: 8,074 shares; 2025Q2: 7,266 shares; 2025Q3: 8,293 shares; 2025Q4: 8,193 shares; 2026Q1: 7,945 shares 7,945 $571K 0.04% -248 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,037 shares; 2025Q1: 2,724 shares; 2025Q2: 2,679 shares; 2025Q3: 2,578 shares; 2025Q4: 2,481 shares; 2026Q1: 2,755 shares 2,755 $560K 0.04% +274 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: 30,259 shares; 2024Q4: 28,489 shares; 2025Q1: 27,648 shares; 2025Q2: 29,527 shares; 2025Q3: 28,543 shares; 2025Q4: 28,806 shares; 2026Q1: 28,987 shares 28,987 $559K 0.04% +181 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO 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: 12,934 shares 12,934 $549K 0.04% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,366 shares; 2025Q2: 6,360 shares; 2025Q3: 6,364 shares; 2025Q4: 6,338 shares; 2026Q1: 6,354 shares 6,354 $541K 0.04% +16 Timeline DOV DOVER CORP More: the full row for DOVER 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: 2,505 shares; 2026Q1: 2,575 shares 2,575 $537K 0.04% +70 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: 2,381 shares; 2025Q2: 3,174 shares; 2025Q3: 3,519 shares; 2025Q4: 5,006 shares; 2026Q1: 3,823 shares 3,823 $533K 0.04% -1,183 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 9,690 shares; 2025Q3: 9,790 shares; 2025Q4: 9,690 shares; 2026Q1: 9,690 shares 9,690 $531K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 1,936 shares; 2025Q1: 2,157 shares; 2025Q2: 1,855 shares; 2025Q3: 1,856 shares; 2025Q4: 1,853 shares; 2026Q1: 1,850 shares 1,850 $531K 0.04% -3 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: 23,884 shares; 2024Q4: 24,041 shares; 2025Q1: 20,755 shares; 2025Q2: 21,077 shares; 2025Q3: 21,116 shares; 2025Q4: 21,773 shares; 2026Q1: 24,808 shares 24,808 $529K 0.04% +3,035 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,730 shares; 2025Q1: 3,414 shares; 2025Q2: 3,455 shares; 2025Q3: 3,753 shares; 2025Q4: 3,923 shares; 2026Q1: 2,213 shares 2,213 $523K 0.04% -1,710 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,626 shares; 2026Q1: 5,415 shares 5,415 $522K 0.04% +1,789 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: 1,217 shares; 2025Q3: 1,176 shares; 2025Q4: 1,238 shares; 2026Q1: 1,619 shares 1,619 $515K 0.04% +381 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,537 shares; 2026Q1: 1,325 shares 1,325 $514K 0.04% -212 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,063 shares; 2025Q1: 3,715 shares; 2025Q2: 3,720 shares; 2025Q3: 3,853 shares; 2025Q4: 1,300 shares; 2026Q1: 1,453 shares 1,453 $514K 0.04% +153 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: 788 shares; 2024Q4: 842 shares; 2025Q1: 976 shares; 2025Q2: 1,312 shares; 2025Q3: 1,242 shares; 2025Q4: 1,095 shares; 2026Q1: 1,164 shares 1,164 $503K 0.04% +69 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,764 shares 2,764 $497K 0.03% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,855 shares; 2024Q4: 21,332 shares; 2025Q1: 26,335 shares; 2025Q2: 29,080 shares; 2025Q3: 32,326 shares; 2025Q4: 34,753 shares; 2026Q1: 26,232 shares 26,232 $494K 0.03% -8,521 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,620 shares; 2025Q1: 2,027 shares; 2025Q2: 1,940 shares; 2025Q3: 1,790 shares; 2025Q4: 2,467 shares; 2026Q1: 2,464 shares 2,464 $489K 0.03% -3 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 981 shares; 2025Q3: 1,034 shares; 2025Q4: 1,063 shares; 2026Q1: 1,122 shares 1,122 $487K 0.03% +59 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,142 shares 7,142 $487K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares 4,213 $484K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,413 shares; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 2,173 shares; 2025Q4: 4,450 shares; 2026Q1: 4,439 shares 4,439 $484K 0.03% -11 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 337 shares; 2026Q1: 350 shares 350 $483K 0.03% +13 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,211 shares; 2025Q1: 3,238 shares; 2025Q2: 3,302 shares; 2025Q3: 3,443 shares; 2025Q4: 3,245 shares; 2026Q1: 3,330 shares 3,330 $482K 0.03% +85 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,540 shares; 2025Q1: 1,906 shares; 2025Q2: 2,298 shares; 2025Q3: 2,317 shares; 2025Q4: 2,520 shares; 2026Q1: 2,164 shares 2,164 $478K 0.03% -356 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 7,172 shares; 2025Q1: 11,187 shares; 2025Q2: 4,974 shares; 2025Q3: 5,236 shares; 2025Q4: 5,227 shares; 2026Q1: 6,695 shares 6,695 $478K 0.03% +1,468 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,660 shares 9,660 $477K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,164 shares; 2025Q3: 2,703 shares; 2025Q4: 2,316 shares; 2026Q1: 2,290 shares 2,290 $477K 0.03% -26 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares 2,507 $475K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,733 shares; 2025Q3: 4,630 shares; 2025Q4: 5,452 shares; 2026Q1: 5,520 shares 5,520 $470K 0.03% +68 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,279 shares; 2024Q4: 14,440 shares; 2025Q1: 12,648 shares; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 12,671 shares; 2026Q1: 10,881 shares 10,881 $469K 0.03% -1,790 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,325 shares; 2025Q1: 1,953 shares; 2025Q2: 2,256 shares; 2025Q3: 2,324 shares; 2025Q4: 2,366 shares; 2026Q1: 1,464 shares 1,464 $469K 0.03% -902 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,054 shares 101,054 $468K 0.03% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,048 shares 9,048 $466K 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,876 shares; 2026Q1: 2,861 shares 2,861 $463K 0.03% -15 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: 2,116 shares; 2025Q4: 1,475 shares; 2026Q1: 1,695 shares 1,695 $459K 0.03% +220 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,565 shares; 2025Q1: 455 shares; 2025Q2: 882 shares; 2025Q3: 745 shares; 2025Q4: 723 shares; 2026Q1: 755 shares 755 $457K 0.03% +32 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,102 shares; 2025Q4: not reported; 2026Q1: 1,864 shares 1,864 $455K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 945 shares; 2025Q4: 2,262 shares; 2026Q1: 1,275 shares 1,275 $454K 0.03% -987 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,784 shares; 2025Q2: 3,345 shares; 2025Q3: 3,701 shares; 2025Q4: 3,644 shares; 2026Q1: 3,462 shares 3,462 $454K 0.03% -182 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,436 shares 12,436 $450K 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 7,029 shares; 2025Q4: 7,727 shares; 2026Q1: 8,507 shares 8,507 $442K 0.03% +780 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: 2,596 shares; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 5,207 shares; 2025Q4: 4,659 shares; 2026Q1: 3,590 shares 3,590 $441K 0.03% -1,069 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 14,251 shares; 2025Q1: 9,983 shares; 2025Q2: 9,151 shares; 2025Q3: 9,212 shares; 2025Q4: 8,683 shares; 2026Q1: 8,784 shares 8,784 $439K 0.03% +101 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,407 shares; 2025Q2: 6,658 shares; 2025Q3: 5,651 shares; 2025Q4: 6,655 shares; 2026Q1: 7,461 shares 7,461 $439K 0.03% +806 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,511 shares; 2025Q2: 4,609 shares; 2025Q3: 4,972 shares; 2025Q4: 4,738 shares; 2026Q1: 5,516 shares 5,516 $438K 0.03% +778 Timeline PNOV 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: 12,265 shares; 2025Q1: 12,265 shares; 2025Q2: 11,083 shares; 2025Q3: 10,958 shares; 2025Q4: 10,642 shares; 2026Q1: 10,642 shares 10,642 $435K 0.03% 0 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: 3,283 shares; 2025Q3: 3,008 shares; 2025Q4: 3,245 shares; 2026Q1: 2,372 shares 2,372 $433K 0.03% -873 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 13,915 shares; 2025Q1: 13,507 shares; 2025Q2: 13,112 shares; 2025Q3: 13,215 shares; 2025Q4: 12,857 shares; 2026Q1: 12,814 shares 12,814 $428K 0.03% -43 Timeline BJAN 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: 6,575 shares; 2024Q4: 6,575 shares; 2025Q1: 8,015 shares; 2025Q2: 8,015 shares; 2025Q3: 8,015 shares; 2025Q4: 8,015 shares; 2026Q1: 7,998 shares 7,998 $427K 0.03% -17 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 6,556 shares; 2025Q3: 6,992 shares; 2025Q4: 8,598 shares; 2026Q1: 8,545 shares 8,545 $422K 0.03% -53 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: 1,571 shares; 2024Q4: 1,476 shares; 2025Q1: 1,101 shares; 2025Q2: 1,420 shares; 2025Q3: 1,331 shares; 2025Q4: 1,095 shares; 2026Q1: 1,730 shares 1,730 $421K 0.03% +635 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: 685 shares; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 994 shares; 2025Q3: 918 shares; 2025Q4: 1,598 shares; 2026Q1: 1,188 shares 1,188 $418K 0.03% -410 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,228 shares; 2025Q4: 1,893 shares; 2026Q1: 1,657 shares 1,657 $415K 0.03% -236 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,556 shares; 2025Q1: 2,627 shares; 2025Q2: 2,620 shares; 2025Q3: 3,065 shares; 2025Q4: 3,084 shares; 2026Q1: 2,983 shares 2,983 $413K 0.03% -101 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,612 shares; 2025Q1: 2,725 shares; 2025Q2: 3,218 shares; 2025Q3: 3,452 shares; 2025Q4: 3,494 shares; 2026Q1: 3,500 shares 3,500 $412K 0.03% +6 Timeline BBJP 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: 6,184 shares; 2025Q2: 6,114 shares; 2025Q3: 6,114 shares; 2025Q4: 6,042 shares; 2026Q1: 5,861 shares 5,861 $404K 0.03% -181 Timeline PFEB 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: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 7,637 shares; 2026Q1: 10,010 shares 10,010 $401K 0.03% +2,373 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 15,800 shares 15,800 $400K 0.03% +3,000 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: 1,437 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,297 shares 3,297 $400K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 3,754 shares; 2025Q1: not reported; 2025Q2: 1,749 shares; 2025Q3: 1,512 shares; 2025Q4: 2,796 shares; 2026Q1: 2,092 shares 2,092 $397K 0.03% -704 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,004 shares; 2025Q4: 1,231 shares; 2026Q1: 1,632 shares 1,632 $396K 0.03% +401 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: not reported; 2026Q1: 2,410 shares 2,410 $396K 0.03% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 5,849 shares 5,849 $394K 0.03% new Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 10,077 shares; 2025Q1: 9,593 shares; 2025Q2: 9,451 shares; 2025Q3: 9,451 shares; 2025Q4: 9,130 shares; 2026Q1: 7,810 shares 7,810 $393K 0.03% -1,320 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,799 shares; 2024Q4: 95,479 shares; 2025Q1: 95,524 shares; 2025Q2: not reported; 2025Q3: 25,448 shares; 2025Q4: 22,328 shares; 2026Q1: 23,905 shares 23,905 $393K 0.03% +1,577 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: not reported; 2026Q1: 116 shares 116 $392K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,013 shares; 2025Q1: 7,168 shares; 2025Q2: 8,180 shares; 2025Q3: 10,741 shares; 2025Q4: 12,018 shares; 2026Q1: 3,015 shares 3,015 $388K 0.03% -9,003 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,100 shares; 2025Q4: 3,064 shares; 2026Q1: 4,623 shares 4,623 $387K 0.03% +1,559 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: 4,335 shares; 2025Q1: not reported; 2025Q2: 5,653 shares; 2025Q3: 5,713 shares; 2025Q4: 6,096 shares; 2026Q1: 5,779 shares 5,779 $384K 0.03% -317 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,431 shares; 2025Q4: not reported; 2026Q1: 3,849 shares 3,849 $381K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 436 shares; 2025Q4: 464 shares; 2026Q1: 515 shares 515 $380K 0.03% +51 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: 633 shares; 2025Q4: 1,179 shares; 2026Q1: 706 shares 706 $380K 0.03% -473 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,718 shares 24,718 $380K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,127 shares 9,127 $375K 0.03% new 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: not reported; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,061 shares; 2026Q1: 7,978 shares 7,978 $374K 0.03% -1,083 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: 2,826 shares; 2024Q4: 2,982 shares; 2025Q1: 3,287 shares; 2025Q2: 3,380 shares; 2025Q3: 3,260 shares; 2025Q4: 3,396 shares; 2026Q1: 4,107 shares 4,107 $368K 0.03% +711 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: 3,041 shares; 2024Q4: 3,138 shares; 2025Q1: 3,469 shares; 2025Q2: 4,790 shares; 2025Q3: 4,266 shares; 2025Q4: 4,812 shares; 2026Q1: 3,813 shares 3,813 $367K 0.03% -999 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,484 shares 4,484 $367K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,040 shares; 2024Q4: 184,628 shares; 2025Q1: 188,344 shares; 2025Q2: 198,588 shares; 2025Q3: 216,133 shares; 2025Q4: 35,805 shares; 2026Q1: 35,429 shares 35,429 $361K 0.03% -376 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,107 shares; 2024Q4: 26,909 shares; 2025Q1: 19,221 shares; 2025Q2: 19,088 shares; 2025Q3: 19,006 shares; 2025Q4: 18,235 shares; 2026Q1: 18,714 shares 18,714 $358K 0.03% +479 Timeline PAPR 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: 20,022 shares; 2024Q4: 19,747 shares; 2025Q1: 16,172 shares; 2025Q2: 20,097 shares; 2025Q3: 20,097 shares; 2025Q4: 20,097 shares; 2026Q1: 9,002 shares 9,002 $358K 0.03% -11,095 Timeline SCHH 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: 26,981 shares; 2024Q4: 23,020 shares; 2025Q1: 21,881 shares; 2025Q2: 21,855 shares; 2025Q3: 21,905 shares; 2025Q4: 16,584 shares; 2026Q1: 16,597 shares 16,597 $357K 0.03% +13 Timeline KBWD 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: 36,074 shares; 2024Q4: 27,719 shares; 2025Q1: 27,719 shares; 2025Q2: 27,719 shares; 2025Q3: 27,719 shares; 2025Q4: 27,719 shares; 2026Q1: 27,719 shares 27,719 $348K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,594 shares 4,594 $347K 0.02% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,891 shares; 2025Q1: 3,891 shares; 2025Q2: 3,908 shares; 2025Q3: 3,205 shares; 2025Q4: 3,225 shares; 2026Q1: 3,241 shares 3,241 $344K 0.02% +16 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 3,881 shares; 2025Q4: 4,083 shares; 2026Q1: 3,930 shares 3,930 $342K 0.02% -153 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: 9,798 shares; 2024Q4: 17,090 shares; 2025Q1: 18,453 shares; 2025Q2: 15,734 shares; 2025Q3: 15,789 shares; 2025Q4: 13,798 shares; 2026Q1: 11,638 shares 11,638 $338K 0.02% -2,160 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 570 shares 570 $338K 0.02% +131 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 886 shares; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,157 shares; 2025Q4: 1,191 shares; 2026Q1: 1,225 shares 1,225 $337K 0.02% +34 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,237 shares; 2025Q1: 16,215 shares; 2025Q2: 19,048 shares; 2025Q3: 7,267 shares; 2025Q4: 7,267 shares; 2026Q1: 7,267 shares 7,267 $336K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 2,288 shares; 2025Q1: 2,555 shares; 2025Q2: 800 shares; 2025Q3: 801 shares; 2025Q4: 823 shares; 2026Q1: 764 shares 764 $334K 0.02% -59 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,871 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,265 shares 2,265 $328K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,513 shares; 2025Q1: 4,840 shares; 2025Q2: 5,805 shares; 2025Q3: 5,192 shares; 2025Q4: 5,117 shares; 2026Q1: 5,661 shares 5,661 $326K 0.02% +544 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: not reported; 2026Q1: 509 shares 509 $323K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,072 shares; 2025Q1: 6,329 shares; 2025Q2: 6,007 shares; 2025Q3: 6,037 shares; 2025Q4: 6,389 shares; 2026Q1: 6,379 shares 6,379 $322K 0.02% -10 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 3,431 shares; 2025Q1: 5,087 shares; 2025Q2: 4,161 shares; 2025Q3: 6,087 shares; 2025Q4: 4,826 shares; 2026Q1: 4,359 shares 4,359 $321K 0.02% -467 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $318K 0.02% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,332 shares; 2026Q1: 6,270 shares 6,270 $314K 0.02% +1,938 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares; 2026Q1: 3,353 shares 3,353 $313K 0.02% +105 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,197 shares; 2025Q1: 11,480 shares; 2025Q2: 9,909 shares; 2025Q3: 11,462 shares; 2025Q4: 11,573 shares; 2026Q1: 13,422 shares 13,422 $312K 0.02% +1,849 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 401 shares 401 $310K 0.02% -344 Timeline JUST 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: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,339 shares; 2025Q2: 3,406 shares; 2025Q3: 3,332 shares; 2025Q4: 3,341 shares; 2026Q1: 3,350 shares 3,350 $310K 0.02% +9 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,781 shares 1,781 $309K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,057 shares 5,057 $309K 0.02% new Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,247 shares; 2026Q1: 4,710 shares 4,710 $306K 0.02% +463 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,413 shares 4,413 $305K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 3,098 shares; 2026Q1: 2,570 shares 2,570 $305K 0.02% -528 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,451 shares; 2025Q4: 1,306 shares; 2026Q1: 1,476 shares 1,476 $305K 0.02% +170 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 3,210 shares; 2025Q4: 3,435 shares; 2026Q1: 3,230 shares 3,230 $304K 0.02% -205 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,268 shares; 2025Q1: 1,275 shares; 2025Q2: 1,410 shares; 2025Q3: 1,432 shares; 2025Q4: 1,449 shares; 2026Q1: 1,462 shares 1,462 $304K 0.02% +13 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,502 shares; 2025Q1: 2,826 shares; 2025Q2: 2,741 shares; 2025Q3: 3,176 shares; 2025Q4: 3,396 shares; 2026Q1: 2,766 shares 2,766 $303K 0.02% -630 Timeline KRE 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: 4,633 shares 4,633 $302K 0.02% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,062 shares; 2025Q1: 5,253 shares; 2025Q2: 4,833 shares; 2025Q3: 3,924 shares; 2025Q4: 3,856 shares; 2026Q1: 3,346 shares 3,346 $296K 0.02% -510 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 156 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $296K 0.02% 0 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: 5,202 shares; 2024Q4: not reported; 2025Q1: 6,736 shares; 2025Q2: 10,166 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,299 shares 10,299 $296K 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,466 shares 8,466 $290K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: not reported; 2025Q4: 4,185 shares; 2026Q1: 4,822 shares 4,822 $289K 0.02% +637 Timeline XNTK 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: 1,222 shares; 2025Q4: 1,443 shares; 2026Q1: 1,131 shares 1,131 $289K 0.02% -312 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,587 shares 13,587 $287K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 1,735 shares; 2025Q4: 1,674 shares; 2026Q1: 2,263 shares 2,263 $286K 0.02% +589 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,321 shares; 2024Q4: 112,356 shares; 2025Q1: 124,484 shares; 2025Q2: 133,551 shares; 2025Q3: 138,916 shares; 2025Q4: 142,273 shares; 2026Q1: 11,990 shares 11,990 $284K 0.02% -130,283 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $283K 0.02% new Timeline POCT 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: 9,657 shares; 2025Q1: 6,711 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares 6,525 $281K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,634 shares; 2025Q1: 3,472 shares; 2025Q2: 5,187 shares; 2025Q3: 5,115 shares; 2025Q4: 4,623 shares; 2026Q1: 5,119 shares 5,119 $276K 0.02% +496 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: 13,419 shares; 2025Q1: not reported; 2025Q2: 8,974 shares; 2025Q3: 5,933 shares; 2025Q4: 14,569 shares; 2026Q1: 3,342 shares 3,342 $276K 0.02% -11,227 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,006 shares 2,006 $273K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,784 shares; 2026Q1: 5,289 shares 5,289 $272K 0.02% -495 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276 shares 276 $270K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,619 shares; 2025Q3: not reported; 2025Q4: 8,981 shares; 2026Q1: 9,778 shares 9,778 $269K 0.02% +797 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 7,405 shares 7,405 $267K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 11,505 shares; 2025Q1: 10,791 shares; 2025Q2: 10,683 shares; 2025Q3: 10,766 shares; 2025Q4: 10,768 shares; 2026Q1: 10,700 shares 10,700 $265K 0.02% -68 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,287 shares 15,287 $265K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,988 shares; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,684 shares 2,684 $264K 0.02% +203 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,727 shares; 2025Q4: 2,043 shares; 2026Q1: 1,128 shares 1,128 $261K 0.02% -915 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,379 shares; 2024Q4: 10,251 shares; 2025Q1: 10,251 shares; 2025Q2: 10,251 shares; 2025Q3: 10,251 shares; 2025Q4: 10,251 shares; 2026Q1: 10,251 shares 10,251 $259K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 733 shares; 2025Q4: 913 shares; 2026Q1: 880 shares 880 $257K 0.02% -33 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,787 shares; 2024Q4: 8,957 shares; 2025Q1: 8,669 shares; 2025Q2: 9,262 shares; 2025Q3: 9,142 shares; 2025Q4: 11,160 shares; 2026Q1: 9,732 shares 9,732 $256K 0.02% -1,428 Timeline SPHD 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: 6,903 shares; 2024Q4: 6,018 shares; 2025Q1: 5,908 shares; 2025Q2: 5,147 shares; 2025Q3: 5,250 shares; 2025Q4: 5,147 shares; 2026Q1: 5,147 shares 5,147 $255K 0.02% 0 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: 3,093 shares; 2024Q4: 2,659 shares; 2025Q1: 4,067 shares; 2025Q2: 3,368 shares; 2025Q3: 3,441 shares; 2025Q4: 3,433 shares; 2026Q1: 3,065 shares 3,065 $251K 0.02% -368 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 14,246 shares; 2025Q1: 13,875 shares; 2025Q2: 13,967 shares; 2025Q3: 13,913 shares; 2025Q4: 14,017 shares; 2026Q1: 14,110 shares 14,110 $250K 0.02% +93 Timeline BDEC 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: 5,203 shares; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 5,203 shares; 2025Q4: 5,203 shares; 2026Q1: 5,203 shares 5,203 $250K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: 2,725 shares; 2026Q1: 2,373 shares 2,373 $249K 0.02% -352 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,836 shares 3,836 $249K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 2,668 shares; 2025Q1: 2,157 shares; 2025Q2: 3,760 shares; 2025Q3: 2,206 shares; 2025Q4: 1,672 shares; 2026Q1: 1,656 shares 1,656 $249K 0.02% -16 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 19,398 shares; 2025Q1: 19,529 shares; 2025Q2: 19,671 shares; 2025Q3: 19,812 shares; 2025Q4: 17,452 shares; 2026Q1: 17,342 shares 17,342 $248K 0.02% -110 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 1,857 shares; 2025Q4: 1,718 shares; 2026Q1: 1,640 shares 1,640 $247K 0.02% -78 Timeline BBCA 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: 2,668 shares; 2025Q3: 2,669 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares 2,618 $246K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 10,949 shares 10,949 $246K 0.02% new Timeline LMBS 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: 5,454 shares; 2024Q4: 5,454 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,901 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares 4,899 $244K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: 2,073 shares; 2025Q2: 1,096 shares; 2025Q3: 821 shares; 2025Q4: 877 shares; 2026Q1: 930 shares 930 $242K 0.02% +53 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,715 shares; 2025Q3: 1,327 shares; 2025Q4: 1,310 shares; 2026Q1: 974 shares 974 $242K 0.02% -336 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,104 shares; 2025Q4: 1,112 shares; 2026Q1: 1,116 shares 1,116 $240K 0.02% +4 Timeline IGRO 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: 2,803 shares; 2025Q2: 2,834 shares; 2025Q3: 2,850 shares; 2025Q4: 2,858 shares; 2026Q1: 2,863 shares 2,863 $240K 0.02% +5 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,677 shares; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,874 shares 2,874 $235K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares 1,356 $235K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 789 shares 789 $234K 0.02% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 14,347 shares; 2025Q3: not reported; 2025Q4: 11,427 shares; 2026Q1: 13,000 shares 13,000 $228K 0.02% +1,573 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,274 shares; 2025Q3: 7,351 shares; 2025Q4: 10,413 shares; 2026Q1: 4,529 shares 4,529 $228K 0.02% -5,884 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: 782 shares; 2025Q3: 296 shares; 2025Q4: not reported; 2026Q1: 262 shares 262 $227K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 1,732 shares 1,732 $227K 0.02% -39 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,588 shares; 2024Q4: 12,263 shares; 2025Q1: 17,817 shares; 2025Q2: 17,200 shares; 2025Q3: 19,745 shares; 2025Q4: 19,857 shares; 2026Q1: 19,585 shares 19,585 $226K 0.02% -272 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: 496 shares; 2025Q2: 433 shares; 2025Q3: 461 shares; 2025Q4: not reported; 2026Q1: 330 shares 330 $225K 0.02% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,823 shares 2,823 $224K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 6,914 shares; 2025Q3: 6,551 shares; 2025Q4: 6,537 shares; 2026Q1: 6,530 shares 6,530 $222K 0.02% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,552 shares; 2026Q1: 8,302 shares 8,302 $221K 0.02% -250 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 358 shares; 2025Q4: 348 shares; 2026Q1: 392 shares 392 $220K 0.02% +44 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 927 shares 927 $217K 0.02% +87 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $216K 0.02% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,794 shares 18,794 $215K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,216 shares 2,216 $215K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,513 shares; 2025Q3: 3,636 shares; 2025Q4: 3,779 shares; 2026Q1: 2,484 shares 2,484 $215K 0.02% -1,295 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 1,675 shares; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: 1,765 shares; 2025Q4: not reported; 2026Q1: 1,880 shares 1,880 $214K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470 shares; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: not reported; 2025Q4: 509 shares; 2026Q1: 410 shares 410 $214K 0.02% -99 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 10,537 shares; 2025Q1: 16,311 shares; 2025Q2: 21,274 shares; 2025Q3: 17,095 shares; 2025Q4: 15,657 shares; 2026Q1: 2,381 shares 2,381 $211K 0.01% -13,276 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: not reported; 2025Q4: not reported; 2026Q1: 911 shares 911 $210K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 2,586 shares; 2025Q1: 3,171 shares; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: not reported; 2026Q1: 1,001 shares 1,001 $209K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,816 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,662 shares 3,662 $209K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: 2,263 shares; 2025Q3: 2,297 shares; 2025Q4: 2,280 shares; 2026Q1: 2,338 shares 2,338 $207K 0.01% +58 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 473 shares 473 $206K 0.01% -11 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares 1,643 $205K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares 737 $205K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,124 shares; 2025Q3: not reported; 2025Q4: 2,834 shares; 2026Q1: 2,377 shares 2,377 $202K 0.01% -457 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,780 shares 7,780 $201K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 105 shares 105 $201K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,276 shares 1,276 $201K 0.01% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,036 shares; 2024Q4: 16,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,309 shares 16,309 $184K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,499 shares; 2025Q1: 25,507 shares; 2025Q2: 27,744 shares; 2025Q3: 27,093 shares; 2025Q4: not reported; 2026Q1: 10,426 shares 10,426 $180K 0.01% new Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000 $150K 0.01% new Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE 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: 26,600 shares 26,600 $111K 0.01% new Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,506 shares; 2026Q1: 10,553 shares 10,553 $44.9K <0.01% +47 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 22,367 shares; 2026Q1: 22,367 shares 22,367 $43.4K <0.01% 0 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $17.9K <0.01% 0 Timeline