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: 234,352 shares; 2024Q4: 214,695 shares; 2025Q1: 213,870 shares; 2025Q2: 198,534 shares; 2025Q3: 197,358 shares; 2025Q4: 193,701 shares; 2026Q1: 156,423 shares 156,423 $39.7M 7.68% -37,278 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: 78,775 shares; 2024Q4: 75,223 shares; 2025Q1: 74,819 shares; 2025Q2: 71,651 shares; 2025Q3: 71,664 shares; 2025Q4: 70,692 shares; 2026Q1: 66,603 shares 66,603 $31.9M 6.18% -4,089 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 20,888 shares; 2025Q1: 21,096 shares; 2025Q2: 20,551 shares; 2025Q3: 21,193 shares; 2025Q4: 23,573 shares; 2026Q1: 31,516 shares 31,516 $20.6M 3.98% +7,943 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,779 shares; 2024Q4: 273,507 shares; 2025Q1: 278,880 shares; 2025Q2: 228,539 shares; 2025Q3: 232,430 shares; 2025Q4: 230,102 shares; 2026Q1: 215,150 shares 215,150 $15.1M 2.92% -14,952 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583,549 shares; 2024Q4: 558,777 shares; 2025Q1: 638,883 shares; 2025Q2: 420,907 shares; 2025Q3: 426,960 shares; 2025Q4: 410,055 shares; 2026Q1: 335,657 shares 335,657 $11.3M 2.19% -74,398 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: 18,489 shares; 2024Q4: 18,450 shares; 2025Q1: 19,268 shares; 2025Q2: 18,913 shares; 2025Q3: 19,374 shares; 2025Q4: 21,148 shares; 2026Q1: 19,422 shares 19,422 $11.2M 2.17% -1,726 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: 76,875 shares; 2024Q4: 72,247 shares; 2025Q1: 86,242 shares; 2025Q2: 92,466 shares; 2025Q3: 109,991 shares; 2025Q4: 96,158 shares; 2026Q1: 58,871 shares 58,871 $10.3M 1.99% -37,287 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: 68,588 shares; 2024Q4: 64,330 shares; 2025Q1: 65,056 shares; 2025Q2: 60,434 shares; 2025Q3: 60,669 shares; 2025Q4: 63,098 shares; 2026Q1: 47,060 shares 47,060 $9.8M 1.9% -16,038 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: 57,304 shares; 2024Q4: 53,061 shares; 2025Q1: 54,398 shares; 2025Q2: 36,161 shares; 2025Q3: 36,674 shares; 2025Q4: 34,511 shares; 2026Q1: 29,125 shares 29,125 $9.34M 1.81% -5,386 Timeline BFLB 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: 153,277 shares; 2026Q1: 182,749 shares 182,749 $9.1M 1.76% +29,472 Timeline CLOI 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: 151,551 shares; 2024Q4: 165,502 shares; 2025Q1: 192,958 shares; 2025Q2: 166,043 shares; 2025Q3: 162,667 shares; 2025Q4: 159,184 shares; 2026Q1: 161,642 shares 161,642 $8.52M 1.65% +2,458 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: 11,689 shares; 2024Q4: 10,802 shares; 2025Q1: 10,575 shares; 2025Q2: 8,970 shares; 2025Q3: 9,966 shares; 2025Q4: 9,072 shares; 2026Q1: 7,976 shares 7,976 $7.95M 1.54% -1,096 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,027 shares; 2024Q4: 121,627 shares; 2025Q1: 127,986 shares; 2025Q2: 73,889 shares; 2025Q3: 83,412 shares; 2025Q4: 89,320 shares; 2026Q1: 91,196 shares 91,196 $7.35M 1.42% +1,876 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,333 shares; 2024Q4: 534,413 shares; 2025Q1: 534,849 shares; 2025Q2: 318,558 shares; 2025Q3: 324,558 shares; 2025Q4: 304,854 shares; 2026Q1: 227,169 shares 227,169 $7.16M 1.38% -77,685 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,144 shares; 2024Q4: 60,114 shares; 2025Q1: 65,343 shares; 2025Q2: 66,133 shares; 2025Q3: 64,460 shares; 2025Q4: 66,096 shares; 2026Q1: 61,341 shares 61,341 $6.94M 1.34% -4,755 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,932 shares; 2025Q1: 21,537 shares; 2025Q2: 23,724 shares; 2025Q3: 37,595 shares; 2025Q4: 45,006 shares; 2026Q1: 45,843 shares 45,843 $6.79M 1.31% +837 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,110 shares; 2024Q4: 25,368 shares; 2025Q1: 74,138 shares; 2025Q2: 178,769 shares; 2025Q3: 272,267 shares; 2025Q4: 353,275 shares; 2026Q1: 119,872 shares 119,872 $6.14M 1.19% -233,403 Timeline HELO 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: 167,760 shares; 2024Q4: 160,629 shares; 2025Q1: 170,528 shares; 2025Q2: 113,065 shares; 2025Q3: 115,880 shares; 2025Q4: 112,997 shares; 2026Q1: 92,584 shares 92,584 $5.92M 1.14% -20,413 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,467 shares; 2024Q4: 310,107 shares; 2025Q1: 315,473 shares; 2025Q2: 230,405 shares; 2025Q3: 188,570 shares; 2025Q4: 112,037 shares; 2026Q1: 93,204 shares 93,204 $5.83M 1.13% -18,833 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,640 shares; 2024Q4: 217,555 shares; 2025Q1: 215,808 shares; 2025Q2: 210,153 shares; 2025Q3: 212,732 shares; 2025Q4: 193,573 shares; 2026Q1: 186,988 shares 186,988 $5.74M 1.11% -6,585 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: 134,733 shares; 2024Q4: 127,586 shares; 2025Q1: 135,203 shares; 2025Q2: 84,975 shares; 2025Q3: 86,510 shares; 2025Q4: 82,622 shares; 2026Q1: 66,977 shares 66,977 $5.61M 1.09% -15,645 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: 27,321 shares; 2024Q4: 25,477 shares; 2025Q1: 25,247 shares; 2025Q2: 22,195 shares; 2025Q3: 23,328 shares; 2025Q4: 22,375 shares; 2026Q1: 18,962 shares 18,962 $5.58M 1.08% -3,413 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: 44,109 shares; 2024Q4: 38,054 shares; 2025Q1: 38,410 shares; 2025Q2: 29,795 shares; 2025Q3: 30,357 shares; 2025Q4: 28,511 shares; 2026Q1: 18,966 shares 18,966 $5.44M 1.05% -9,545 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: 19,826 shares; 2024Q4: 20,556 shares; 2025Q1: 21,142 shares; 2025Q2: 19,278 shares; 2025Q3: 27,515 shares; 2025Q4: 20,278 shares; 2026Q1: 14,035 shares 14,035 $5.2M 1.01% -6,243 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: 97,214 shares; 2024Q4: 91,112 shares; 2025Q1: 83,978 shares; 2025Q2: 41,987 shares; 2025Q3: 47,328 shares; 2025Q4: 51,129 shares; 2026Q1: 67,180 shares 67,180 $5.14M 0.99% +16,051 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,557 shares; 2024Q4: 94,106 shares; 2025Q1: 92,981 shares; 2025Q2: 70,101 shares; 2025Q3: 69,795 shares; 2025Q4: 65,022 shares; 2026Q1: 40,210 shares 40,210 $5M 0.97% -24,812 Timeline FTLS 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: 178,795 shares; 2024Q4: 166,263 shares; 2025Q1: 167,093 shares; 2025Q2: 101,265 shares; 2025Q3: 102,899 shares; 2025Q4: 95,879 shares; 2026Q1: 70,201 shares 70,201 $4.94M 0.96% -25,678 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: 20,896 shares; 2024Q4: 20,722 shares; 2025Q1: 20,711 shares; 2025Q2: 20,646 shares; 2025Q3: 21,097 shares; 2025Q4: 20,385 shares; 2026Q1: 20,217 shares 20,217 $4.9M 0.95% -168 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: 15,389 shares; 2024Q4: 14,950 shares; 2025Q1: 14,661 shares; 2025Q2: 10,370 shares; 2025Q3: 9,989 shares; 2025Q4: 8,784 shares; 2026Q1: 6,694 shares 6,694 $4.87M 0.94% -2,090 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: 37,156 shares; 2024Q4: 36,030 shares; 2025Q1: 36,726 shares; 2025Q2: 28,286 shares; 2025Q3: 27,431 shares; 2025Q4: 26,431 shares; 2026Q1: 21,895 shares 21,895 $4.53M 0.88% -4,536 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: 85,540 shares; 2024Q4: 172,673 shares; 2025Q1: 182,342 shares; 2025Q2: 173,802 shares; 2025Q3: 188,124 shares; 2025Q4: 187,092 shares; 2026Q1: 191,883 shares 191,883 $4.46M 0.86% +4,791 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: 45,140 shares; 2024Q4: 42,185 shares; 2025Q1: 41,735 shares; 2025Q2: 34,090 shares; 2025Q3: 33,288 shares; 2025Q4: 31,435 shares; 2026Q1: 17,385 shares 17,385 $4.25M 0.82% -14,050 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: 10,261 shares; 2024Q4: 10,131 shares; 2025Q1: 13,239 shares; 2025Q2: 15,128 shares; 2025Q3: 15,788 shares; 2025Q4: 22,235 shares; 2026Q1: 19,585 shares 19,585 $4.14M 0.8% -2,650 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: 79,892 shares; 2024Q4: 77,538 shares; 2025Q1: 85,178 shares; 2025Q2: 59,340 shares; 2025Q3: 58,452 shares; 2025Q4: 57,109 shares; 2026Q1: 39,018 shares 39,018 $3.82M 0.74% -18,091 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: 11,653 shares; 2024Q4: 11,217 shares; 2025Q1: 11,371 shares; 2025Q2: 13,791 shares; 2025Q3: 13,643 shares; 2025Q4: 15,469 shares; 2026Q1: 13,203 shares 13,203 $3.8M 0.73% -2,266 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: 34,423 shares; 2024Q4: 32,641 shares; 2025Q1: 31,681 shares; 2025Q2: 22,893 shares; 2025Q3: 22,484 shares; 2025Q4: 20,417 shares; 2026Q1: 17,015 shares 17,015 $3.7M 0.72% -3,402 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,839 shares; 2024Q4: 298,394 shares; 2025Q1: 309,334 shares; 2025Q2: 183,312 shares; 2025Q3: 184,878 shares; 2025Q4: 174,215 shares; 2026Q1: 133,619 shares 133,619 $3.56M 0.69% -40,596 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,386 shares; 2024Q4: 48,497 shares; 2025Q1: 49,592 shares; 2025Q2: 50,839 shares; 2025Q3: 60,763 shares; 2025Q4: 66,896 shares; 2026Q1: 57,802 shares 57,802 $3.36M 0.65% -9,094 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,287 shares; 2024Q4: 163,143 shares; 2025Q1: 164,281 shares; 2025Q2: 43,505 shares; 2025Q3: 44,379 shares; 2025Q4: 42,028 shares; 2026Q1: 32,174 shares 32,174 $3.11M 0.6% -9,854 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,276 shares; 2025Q1: 7,067 shares; 2025Q2: 6,189 shares; 2025Q3: 6,281 shares; 2025Q4: 7,104 shares; 2026Q1: 5,325 shares 5,325 $3.05M 0.59% -1,779 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: 10,523 shares; 2024Q4: 10,140 shares; 2025Q1: 9,312 shares; 2025Q2: 8,977 shares; 2025Q3: 11,733 shares; 2025Q4: 11,872 shares; 2026Q1: 17,781 shares 17,781 $3.02M 0.58% +5,909 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,481 shares; 2026Q1: 41,932 shares 41,932 $2.86M 0.55% +32,451 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: 5,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,171 shares; 2026Q1: 28,250 shares 28,250 $2.8M 0.54% +17,079 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,022 shares; 2024Q4: 68,447 shares; 2025Q1: 73,760 shares; 2025Q2: 75,266 shares; 2025Q3: 77,557 shares; 2025Q4: 79,791 shares; 2026Q1: 78,793 shares 78,793 $2.8M 0.54% -998 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,430 shares; 2025Q1: 2,495 shares; 2025Q2: 2,778 shares; 2025Q3: 2,945 shares; 2025Q4: 3,113 shares; 2026Q1: 3,157 shares 3,157 $2.73M 0.53% +44 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: 37,368 shares; 2024Q4: 35,277 shares; 2025Q1: 35,993 shares; 2025Q2: 26,987 shares; 2025Q3: 27,294 shares; 2025Q4: 25,800 shares; 2026Q1: 17,591 shares 17,591 $2.73M 0.53% -8,209 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,073 shares; 2025Q2: 49,455 shares; 2025Q3: 55,511 shares; 2025Q4: 55,586 shares; 2026Q1: 58,442 shares 58,442 $2.68M 0.52% +2,856 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,695 shares; 2024Q4: 137,655 shares; 2025Q1: 146,530 shares; 2025Q2: 83,522 shares; 2025Q3: 87,127 shares; 2025Q4: 81,899 shares; 2026Q1: 62,488 shares 62,488 $2.65M 0.51% -19,411 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,184 shares; 2024Q4: 75,918 shares; 2025Q1: 77,619 shares; 2025Q2: 61,291 shares; 2025Q3: 52,158 shares; 2025Q4: 54,632 shares; 2026Q1: 56,072 shares 56,072 $2.59M 0.5% +1,440 Timeline TDV 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: 69,953 shares; 2024Q4: 67,557 shares; 2025Q1: 69,774 shares; 2025Q2: 39,801 shares; 2025Q3: 40,341 shares; 2025Q4: 37,745 shares; 2026Q1: 29,817 shares 29,817 $2.53M 0.49% -7,928 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: 33,092 shares; 2024Q4: 33,916 shares; 2025Q1: 34,212 shares; 2025Q2: 31,219 shares; 2025Q3: 30,164 shares; 2025Q4: 26,287 shares; 2026Q1: 19,007 shares 19,007 $2.49M 0.48% -7,280 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,231 shares; 2024Q4: 21,327 shares; 2025Q1: 20,983 shares; 2025Q2: 15,485 shares; 2025Q3: 14,855 shares; 2025Q4: 13,272 shares; 2026Q1: 9,980 shares 9,980 $2.49M 0.48% -3,292 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: 23,619 shares; 2024Q4: 23,017 shares; 2025Q1: 26,047 shares; 2025Q2: 22,108 shares; 2025Q3: 23,054 shares; 2025Q4: 20,110 shares; 2026Q1: 13,757 shares 13,757 $2.47M 0.48% -6,353 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,765 shares; 2024Q4: 177,871 shares; 2025Q1: 178,556 shares; 2025Q2: 130,658 shares; 2025Q3: 131,829 shares; 2025Q4: 118,181 shares; 2026Q1: 95,859 shares 95,859 $2.44M 0.47% -22,322 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,257 shares; 2024Q4: 82,891 shares; 2025Q1: 88,728 shares; 2025Q2: 60,536 shares; 2025Q3: 60,932 shares; 2025Q4: 54,471 shares; 2026Q1: 39,897 shares 39,897 $2.44M 0.47% -14,574 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: 23,678 shares; 2024Q4: 22,311 shares; 2025Q1: 22,221 shares; 2025Q2: 16,147 shares; 2025Q3: 15,190 shares; 2025Q4: 13,962 shares; 2026Q1: 9,963 shares 9,963 $2.41M 0.47% -3,999 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,499 shares; 2024Q4: 226,214 shares; 2025Q1: 230,081 shares; 2025Q2: 150,667 shares; 2025Q3: 152,157 shares; 2025Q4: 132,134 shares; 2026Q1: 103,921 shares 103,921 $2.39M 0.46% -28,213 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: 102,857 shares; 2024Q4: 98,242 shares; 2025Q1: 99,673 shares; 2025Q2: 72,933 shares; 2025Q3: 73,925 shares; 2025Q4: 69,558 shares; 2026Q1: 47,580 shares 47,580 $2.39M 0.46% -21,978 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: 13,931 shares; 2024Q4: 13,164 shares; 2025Q1: 13,997 shares; 2025Q2: 10,153 shares; 2025Q3: 11,283 shares; 2025Q4: 9,394 shares; 2026Q1: 6,780 shares 6,780 $2.39M 0.46% -2,614 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,492 shares; 2026Q1: 50,583 shares 50,583 $2.38M 0.46% +36,091 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,518 shares; 2024Q4: 57,745 shares; 2025Q1: 59,883 shares; 2025Q2: 44,213 shares; 2025Q3: 41,905 shares; 2025Q4: 37,088 shares; 2026Q1: 25,771 shares 25,771 $2.38M 0.46% -11,317 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares; 2026Q1: 31,260 shares 31,260 $2.37M 0.46% +24,383 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,813 shares; 2024Q4: 46,814 shares; 2025Q1: 46,816 shares; 2025Q2: 46,620 shares; 2025Q3: 46,623 shares; 2025Q4: 46,625 shares; 2026Q1: 46,428 shares 46,428 $2.34M 0.45% -197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,198 shares; 2025Q3: 54,323 shares; 2025Q4: 48,933 shares; 2026Q1: 35,844 shares 35,844 $2.3M 0.44% -13,089 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: 10,486 shares; 2024Q4: 10,848 shares; 2025Q1: 12,049 shares; 2025Q2: 10,563 shares; 2025Q3: 10,632 shares; 2025Q4: 10,980 shares; 2026Q1: 6,117 shares 6,117 $2.27M 0.44% -4,863 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: 15,778 shares; 2024Q4: 15,919 shares; 2025Q1: 16,015 shares; 2025Q2: 16,367 shares; 2025Q3: 15,007 shares; 2025Q4: 15,225 shares; 2026Q1: 15,493 shares 15,493 $2.27M 0.44% +268 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,046 shares; 2024Q4: 35,977 shares; 2025Q1: 35,657 shares; 2025Q2: 25,853 shares; 2025Q3: 24,394 shares; 2025Q4: 22,227 shares; 2026Q1: 16,342 shares 16,342 $2.24M 0.43% -5,885 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,626 shares 68,626 $2.21M 0.43% new Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,469 shares; 2024Q4: 166,051 shares; 2025Q1: 170,388 shares; 2025Q2: 122,671 shares; 2025Q3: 124,414 shares; 2025Q4: 109,220 shares; 2026Q1: 85,179 shares 85,179 $2.17M 0.42% -24,041 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: 26,288 shares; 2024Q4: 25,873 shares; 2025Q1: 26,919 shares; 2025Q2: 21,252 shares; 2025Q3: 21,833 shares; 2025Q4: 20,158 shares; 2026Q1: 12,542 shares 12,542 $2.12M 0.41% -7,616 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 56,600 shares; 2025Q1: 55,333 shares; 2025Q2: 39,141 shares; 2025Q3: 39,685 shares; 2025Q4: 34,801 shares; 2026Q1: 24,784 shares 24,784 $2.1M 0.41% -10,017 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,903 shares; 2026Q1: 31,746 shares 31,746 $2.07M 0.4% +24,843 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,881 shares 29,881 $2.05M 0.4% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,302 shares; 2024Q4: 35,201 shares; 2025Q1: 41,606 shares; 2025Q2: 41,261 shares; 2025Q3: 41,689 shares; 2025Q4: 42,168 shares; 2026Q1: 40,582 shares 40,582 $2M 0.39% -1,586 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: 8,138 shares; 2024Q4: 6,999 shares; 2025Q1: 6,851 shares; 2025Q2: 5,158 shares; 2025Q3: 5,051 shares; 2025Q4: 4,749 shares; 2026Q1: 3,310 shares 3,310 $2M 0.39% -1,439 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,857 shares; 2024Q4: 18,793 shares; 2025Q1: 17,036 shares; 2025Q2: 17,129 shares; 2025Q3: 19,572 shares; 2025Q4: 20,104 shares; 2026Q1: 20,820 shares 20,820 $1.98M 0.38% +716 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares; 2026Q1: 27,388 shares 27,388 $1.97M 0.38% +21,587 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,241 shares; 2026Q1: 22,953 shares 22,953 $1.94M 0.38% +16,712 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: 23,213 shares; 2024Q4: 22,885 shares; 2025Q1: 23,212 shares; 2025Q2: 17,014 shares; 2025Q3: 17,157 shares; 2025Q4: 15,415 shares; 2026Q1: 9,907 shares 9,907 $1.92M 0.37% -5,508 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,695 shares; 2024Q4: 157,671 shares; 2025Q1: 156,700 shares; 2025Q2: 99,602 shares; 2025Q3: 98,903 shares; 2025Q4: 88,205 shares; 2026Q1: 64,426 shares 64,426 $1.86M 0.36% -23,779 Timeline BSEP 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: 129,813 shares; 2024Q4: 40,310 shares; 2025Q1: 38,557 shares; 2025Q2: 37,711 shares; 2025Q3: 38,376 shares; 2025Q4: 38,363 shares; 2026Q1: 38,210 shares 38,210 $1.84M 0.36% -153 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,580 shares 78,580 $1.8M 0.35% 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: 8,663 shares; 2024Q4: 7,461 shares; 2025Q1: 7,216 shares; 2025Q2: 4,948 shares; 2025Q3: 5,059 shares; 2025Q4: 4,985 shares; 2026Q1: 3,551 shares 3,551 $1.77M 0.34% -1,434 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: 13,930 shares; 2024Q4: 13,045 shares; 2025Q1: 13,167 shares; 2025Q2: 9,324 shares; 2025Q3: 9,438 shares; 2025Q4: 8,601 shares; 2026Q1: 5,853 shares 5,853 $1.7M 0.33% -2,748 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,793 shares; 2025Q3: 43,603 shares; 2025Q4: 48,383 shares; 2026Q1: 51,024 shares 51,024 $1.68M 0.33% +2,641 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,636 shares; 2024Q4: 39,183 shares; 2025Q1: 39,367 shares; 2025Q2: 25,442 shares; 2025Q3: 25,569 shares; 2025Q4: 23,159 shares; 2026Q1: 16,305 shares 16,305 $1.62M 0.31% -6,854 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: 14,851 shares; 2024Q4: 14,614 shares; 2025Q1: 16,580 shares; 2025Q2: 17,453 shares; 2025Q3: 15,619 shares; 2025Q4: 8,750 shares; 2026Q1: 8,403 shares 8,403 $1.61M 0.31% -347 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,825 shares; 2024Q4: 32,064 shares; 2025Q1: 33,132 shares; 2025Q2: 24,882 shares; 2025Q3: 24,574 shares; 2025Q4: 22,531 shares; 2026Q1: 15,218 shares 15,218 $1.61M 0.31% -7,313 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: 16,036 shares; 2024Q4: 16,287 shares; 2025Q1: 16,546 shares; 2025Q2: 11,972 shares; 2025Q3: 12,386 shares; 2025Q4: 10,997 shares; 2026Q1: 7,719 shares 7,719 $1.61M 0.31% -3,278 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: 1,808 shares; 2024Q4: 2,904 shares; 2025Q1: 2,955 shares; 2025Q2: 2,558 shares; 2025Q3: 2,650 shares; 2025Q4: 4,020 shares; 2026Q1: 3,694 shares 3,694 $1.59M 0.31% -326 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,413 shares; 2025Q1: 7,624 shares; 2025Q2: 7,808 shares; 2025Q3: 7,989 shares; 2025Q4: 13,058 shares; 2026Q1: 13,932 shares 13,932 $1.56M 0.3% +874 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 16,988 shares 16,988 $1.54M 0.3% +12,189 Timeline HIGH 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: 167,527 shares; 2024Q4: 156,314 shares; 2025Q1: 160,649 shares; 2025Q2: 107,206 shares; 2025Q3: 107,873 shares; 2025Q4: 93,014 shares; 2026Q1: 71,568 shares 71,568 $1.53M 0.3% -21,446 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,342 shares; 2024Q4: 38,754 shares; 2025Q1: 30,620 shares; 2025Q2: 45,298 shares; 2025Q3: 37,934 shares; 2025Q4: 35,744 shares; 2026Q1: 20,418 shares 20,418 $1.52M 0.29% -15,326 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,988 shares; 2025Q1: 3,955 shares; 2025Q2: 3,828 shares; 2025Q3: 3,498 shares; 2025Q4: 4,080 shares; 2026Q1: 4,605 shares 4,605 $1.51M 0.29% +525 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,996 shares; 2025Q3: 35,399 shares; 2025Q4: 38,667 shares; 2026Q1: 40,237 shares 40,237 $1.46M 0.28% +1,570 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.28% 0 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: 16,625 shares; 2024Q4: 14,347 shares; 2025Q1: 21,497 shares; 2025Q2: 38,583 shares; 2025Q3: 34,477 shares; 2025Q4: 39,827 shares; 2026Q1: 19,486 shares 19,486 $1.36M 0.26% -20,341 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: 3,614 shares; 2024Q4: 2,872 shares; 2025Q1: 4,146 shares; 2025Q2: 3,993 shares; 2025Q3: 4,234 shares; 2025Q4: 3,976 shares; 2026Q1: 2,657 shares 2,657 $1.31M 0.25% -1,319 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,654 shares; 2024Q4: 51,337 shares; 2025Q1: 50,775 shares; 2025Q2: 35,691 shares; 2025Q3: 36,570 shares; 2025Q4: 30,491 shares; 2026Q1: 19,992 shares 19,992 $1.3M 0.25% -10,499 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,205 shares; 2025Q3: 22,791 shares; 2025Q4: 23,978 shares; 2026Q1: 25,330 shares 25,330 $1.27M 0.25% +1,352 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: 5,774 shares; 2024Q4: 3,926 shares; 2025Q1: 3,611 shares; 2025Q2: 3,171 shares; 2025Q3: 3,198 shares; 2025Q4: 3,761 shares; 2026Q1: 4,189 shares 4,189 $1.27M 0.24% +428 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,671 shares; 2025Q1: 5,803 shares; 2025Q2: 7,329 shares; 2025Q3: 7,892 shares; 2025Q4: 8,416 shares; 2026Q1: 3,910 shares 3,910 $1.21M 0.23% -4,506 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,854 shares; 2024Q4: 21,354 shares; 2025Q1: 22,838 shares; 2025Q2: 23,170 shares; 2025Q3: 26,581 shares; 2025Q4: 27,470 shares; 2026Q1: 23,084 shares 23,084 $1.2M 0.23% -4,386 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,274 shares; 2025Q1: 1,104 shares; 2025Q2: 1,102 shares; 2025Q3: 1,651 shares; 2025Q4: 1,624 shares; 2026Q1: 1,677 shares 1,677 $1.19M 0.23% +53 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 22,307 shares; 2025Q1: 21,934 shares; 2025Q2: 22,259 shares; 2025Q3: 22,308 shares; 2025Q4: 23,051 shares; 2026Q1: 22,413 shares 22,413 $1.19M 0.23% -638 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,380 shares 28,380 $1.17M 0.23% 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: 14,816 shares; 2025Q1: 14,664 shares; 2025Q2: 14,664 shares; 2025Q3: 14,664 shares; 2025Q4: 24,541 shares; 2026Q1: 26,493 shares 26,493 $1.14M 0.22% +1,952 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: 2,547 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,471 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,027 shares 2,027 $1.14M 0.22% -36 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,601 shares; 2026Q1: 22,236 shares 22,236 $1.1M 0.21% +12,635 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,351 shares; 2025Q4: 9,201 shares; 2026Q1: 15,484 shares 15,484 $1.1M 0.21% +6,283 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 16,280 shares 16,280 $1.09M 0.21% +12,718 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: 6,525 shares; 2024Q4: 5,845 shares; 2025Q1: 5,622 shares; 2025Q2: 5,586 shares; 2025Q3: 5,525 shares; 2025Q4: 5,439 shares; 2026Q1: 4,588 shares 4,588 $1.08M 0.21% -851 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: 5,828 shares; 2024Q4: 5,121 shares; 2025Q1: 4,079 shares; 2025Q2: 5,006 shares; 2025Q3: 5,816 shares; 2025Q4: 8,649 shares; 2026Q1: 14,190 shares 14,190 $1.08M 0.21% +5,541 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: 9,213 shares; 2024Q4: 13,802 shares; 2025Q1: 15,718 shares; 2025Q2: 15,430 shares; 2025Q3: 16,039 shares; 2025Q4: 15,830 shares; 2026Q1: 7,326 shares 7,326 $1.07M 0.21% -8,504 Timeline ZOCT 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: 39,889 shares; 2025Q1: 39,889 shares; 2025Q2: 39,889 shares; 2025Q3: 39,889 shares; 2025Q4: 39,889 shares; 2026Q1: 39,889 shares 39,889 $1.07M 0.21% 0 Timeline APOC 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: 67,589 shares; 2025Q1: 39,667 shares; 2025Q2: 39,667 shares; 2025Q3: 39,667 shares; 2025Q4: 39,667 shares; 2026Q1: 39,667 shares 39,667 $1.01M 0.2% 0 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: 17,435 shares; 2024Q4: 16,672 shares; 2025Q1: 16,816 shares; 2025Q2: 15,869 shares; 2025Q3: 15,031 shares; 2025Q4: 16,289 shares; 2026Q1: 14,884 shares 14,884 $982K 0.19% -1,405 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,013 shares; 2024Q4: 37,182 shares; 2025Q1: 40,874 shares; 2025Q2: 30,954 shares; 2025Q3: 31,943 shares; 2025Q4: 28,050 shares; 2026Q1: 18,246 shares 18,246 $964K 0.19% -9,804 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: 20,403 shares; 2024Q4: 17,654 shares; 2025Q1: 20,011 shares; 2025Q2: 16,451 shares; 2025Q3: 17,135 shares; 2025Q4: 16,070 shares; 2026Q1: 7,883 shares 7,883 $906K 0.18% -8,187 Timeline PJAN 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: 15,291 shares; 2024Q4: 9,131 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 17,768 shares; 2026Q1: 19,499 shares 19,499 $899K 0.17% +1,731 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 20,602 shares; 2025Q4: 20,602 shares; 2026Q1: 20,602 shares 20,602 $855K 0.17% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,599 shares; 2024Q4: 9,749 shares; 2025Q1: 11,624 shares; 2025Q2: 7,768 shares; 2025Q3: 8,670 shares; 2025Q4: 7,834 shares; 2026Q1: 5,590 shares 5,590 $838K 0.16% -2,244 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: 10,893 shares; 2024Q4: 9,187 shares; 2025Q1: 9,411 shares; 2025Q2: 9,202 shares; 2025Q3: 9,058 shares; 2025Q4: 9,050 shares; 2026Q1: 8,861 shares 8,861 $823K 0.16% -189 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,442 shares; 2025Q2: 81,742 shares; 2025Q3: 82,849 shares; 2025Q4: 29,520 shares; 2026Q1: 21,042 shares 21,042 $817K 0.16% -8,478 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,182 shares; 2026Q1: 18,349 shares 18,349 $797K 0.15% +3,167 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: 6,306 shares; 2024Q4: 23,230 shares; 2025Q1: 24,654 shares; 2025Q2: 24,437 shares; 2025Q3: 25,787 shares; 2025Q4: 26,908 shares; 2026Q1: 26,639 shares 26,639 $776K 0.15% -269 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: 29,753 shares; 2024Q4: 30,111 shares; 2025Q1: 29,474 shares; 2025Q2: 30,440 shares; 2025Q3: 30,334 shares; 2025Q4: 29,605 shares; 2026Q1: 30,141 shares 30,141 $773K 0.15% +536 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,567 shares; 2025Q1: 5,322 shares; 2025Q2: 5,323 shares; 2025Q3: 5,125 shares; 2025Q4: 5,127 shares; 2026Q1: 5,097 shares 5,097 $772K 0.15% -30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,014 shares; 2025Q4: 22,533 shares; 2026Q1: 16,021 shares 16,021 $769K 0.15% -6,512 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares 2,223 $760K 0.15% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,923 shares; 2025Q1: 1,998 shares; 2025Q2: 1,840 shares; 2025Q3: 3,223 shares; 2025Q4: 2,229 shares; 2026Q1: 800 shares 800 $736K 0.14% -1,429 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: 9,281 shares; 2024Q4: 9,114 shares; 2025Q1: 9,194 shares; 2025Q2: 9,127 shares; 2025Q3: 9,807 shares; 2025Q4: 10,701 shares; 2026Q1: 5,954 shares 5,954 $716K 0.14% -4,747 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: 2,713 shares; 2024Q4: 2,355 shares; 2025Q1: 2,147 shares; 2025Q2: 2,372 shares; 2025Q3: 2,094 shares; 2025Q4: 2,378 shares; 2026Q1: 2,289 shares 2,289 $711K 0.14% -89 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: 13,830 shares; 2024Q4: 10,995 shares; 2025Q1: 6,169 shares; 2025Q2: 5,734 shares; 2025Q3: 4,820 shares; 2025Q4: 5,697 shares; 2026Q1: 6,621 shares 6,621 $680K 0.13% +924 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: 10,946 shares; 2024Q4: 8,905 shares; 2025Q1: 7,615 shares; 2025Q2: 3,900 shares; 2025Q3: 4,041 shares; 2025Q4: 3,759 shares; 2026Q1: 2,286 shares 2,286 $649K 0.13% -1,473 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,309 shares; 2025Q3: 6,129 shares; 2025Q4: 5,915 shares; 2026Q1: 5,864 shares 5,864 $644K 0.12% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,341 shares; 2026Q1: 16,141 shares 16,141 $642K 0.12% +1,800 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: 17,775 shares; 2024Q4: 13,072 shares; 2025Q1: 13,271 shares; 2025Q2: 13,726 shares; 2025Q3: 12,148 shares; 2025Q4: 19,941 shares; 2026Q1: 22,152 shares 22,152 $642K 0.12% +2,211 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,162 shares; 2025Q2: 6,510 shares; 2025Q3: 79,765 shares; 2025Q4: 27,367 shares; 2026Q1: 17,907 shares 17,907 $637K 0.12% -9,460 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,970 shares; 2025Q3: 70,569 shares; 2025Q4: 24,023 shares; 2026Q1: 15,901 shares 15,901 $632K 0.12% -8,122 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,480 shares; 2025Q3: 72,083 shares; 2025Q4: 24,550 shares; 2026Q1: 16,307 shares 16,307 $631K 0.12% -8,243 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,056 shares; 2026Q1: 13,583 shares 13,583 $619K 0.12% +7,527 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: 499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 2,216 shares 2,216 $600K 0.12% +1,038 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: 3,150 shares; 2024Q4: 3,843 shares; 2025Q1: 3,707 shares; 2025Q2: 3,789 shares; 2025Q3: 4,686 shares; 2025Q4: 6,118 shares; 2026Q1: 4,000 shares 4,000 $588K 0.11% -2,118 Timeline MTBA 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: 9,779 shares; 2026Q1: 11,789 shares 11,789 $583K 0.11% +2,010 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: 8,749 shares; 2024Q4: 9,228 shares; 2025Q1: 9,249 shares; 2025Q2: 9,648 shares; 2025Q3: 8,063 shares; 2025Q4: 9,322 shares; 2026Q1: 11,905 shares 11,905 $580K 0.11% +2,583 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: 3,432 shares; 2024Q4: 3,380 shares; 2025Q1: 2,180 shares; 2025Q2: 1,836 shares; 2025Q3: 3,740 shares; 2025Q4: 1,898 shares; 2026Q1: 887 shares 887 $577K 0.11% -1,011 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: 6,130 shares; 2024Q4: 4,057 shares; 2025Q1: 4,314 shares; 2025Q2: 4,375 shares; 2025Q3: 4,345 shares; 2025Q4: 5,238 shares; 2026Q1: 6,115 shares 6,115 $575K 0.11% +877 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: 2,505 shares; 2024Q4: 2,319 shares; 2025Q1: 2,198 shares; 2025Q2: 1,896 shares; 2025Q3: 1,918 shares; 2025Q4: 2,153 shares; 2026Q1: 2,019 shares 2,019 $573K 0.11% -134 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,078 shares; 2026Q1: 17,866 shares 17,866 $570K 0.11% +3,788 Timeline FNDX 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: 7,358 shares; 2024Q4: 21,348 shares; 2025Q1: 21,240 shares; 2025Q2: 21,788 shares; 2025Q3: 20,917 shares; 2025Q4: 20,531 shares; 2026Q1: 20,429 shares 20,429 $569K 0.11% -102 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 12,024 shares 12,024 $553K 0.11% +1,574 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: 31,517 shares; 2024Q4: 31,169 shares; 2025Q1: 30,673 shares; 2025Q2: 31,534 shares; 2025Q3: 41,011 shares; 2025Q4: 41,378 shares; 2026Q1: 12,307 shares 12,307 $543K 0.11% -29,071 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: 3,103 shares; 2024Q4: 2,931 shares; 2025Q1: 2,330 shares; 2025Q2: 2,139 shares; 2025Q3: 2,068 shares; 2025Q4: 2,913 shares; 2026Q1: 3,752 shares 3,752 $542K 0.1% +839 Timeline AGGH 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: 22,296 shares; 2026Q1: 26,425 shares 26,425 $538K 0.1% +4,129 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: 4,761 shares; 2024Q4: 3,810 shares; 2025Q1: 3,883 shares; 2025Q2: 2,057 shares; 2025Q3: 2,183 shares; 2025Q4: 2,128 shares; 2026Q1: 1,253 shares 1,253 $533K 0.1% -875 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares; 2026Q1: 1,886 shares 1,886 $511K 0.1% +32 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: 3,433 shares; 2024Q4: 3,127 shares; 2025Q1: 2,681 shares; 2025Q2: 2,975 shares; 2025Q3: 2,955 shares; 2025Q4: 3,409 shares; 2026Q1: 1,472 shares 1,472 $497K 0.1% -1,937 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,467 shares 1,467 $496K 0.1% -58 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 495 shares; 2026Q1: 563 shares 563 $492K 0.1% +68 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: 12,276 shares; 2024Q4: 12,290 shares; 2025Q1: 12,517 shares; 2025Q2: 12,522 shares; 2025Q3: 12,776 shares; 2025Q4: 10,463 shares; 2026Q1: 9,382 shares 9,382 $488K 0.09% -1,081 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: 31,108 shares; 2024Q4: 21,777 shares; 2025Q1: 22,418 shares; 2025Q2: 20,024 shares; 2025Q3: 19,951 shares; 2025Q4: 19,560 shares; 2026Q1: 19,299 shares 19,299 $478K 0.09% -261 Timeline BAPR 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: 9,333 shares; 2024Q4: 9,333 shares; 2025Q1: 9,458 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 9,458 shares; 2026Q1: 9,458 shares 9,458 $463K 0.09% 0 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: 578 shares; 2024Q4: 552 shares; 2025Q1: 350 shares; 2025Q2: 443 shares; 2025Q3: 513 shares; 2025Q4: 5,642 shares; 2026Q1: 4,810 shares 4,810 $462K 0.09% -832 Timeline CSM 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: 7,240 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,129 shares; 2025Q3: 6,132 shares; 2025Q4: 6,134 shares; 2026Q1: 6,136 shares 6,136 $459K 0.09% +2 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: 6,484 shares; 2025Q1: 12,375 shares; 2025Q2: 8,603 shares; 2025Q3: 14,616 shares; 2025Q4: 15,412 shares; 2026Q1: 4,860 shares 4,860 $450K 0.09% -10,552 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 7,557 shares; 2025Q1: 7,204 shares; 2025Q2: 7,214 shares; 2025Q3: 7,226 shares; 2025Q4: 6,873 shares; 2026Q1: 6,878 shares 6,878 $447K 0.09% +5 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: 6,656 shares; 2024Q4: 6,892 shares; 2025Q1: 6,078 shares; 2025Q2: 6,558 shares; 2025Q3: 7,116 shares; 2025Q4: 7,351 shares; 2026Q1: 2,091 shares 2,091 $425K 0.08% -5,260 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,276 shares; 2025Q1: 1,248 shares; 2025Q2: 1,308 shares; 2025Q3: 1,271 shares; 2025Q4: 1,165 shares; 2026Q1: 683 shares 683 $421K 0.08% -482 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,936 shares; 2024Q4: 17,011 shares; 2025Q1: 19,847 shares; 2025Q2: 11,922 shares; 2025Q3: 12,080 shares; 2025Q4: 10,777 shares; 2026Q1: 6,364 shares 6,364 $420K 0.08% -4,413 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,922 shares 1,922 $404K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,737 shares; 2025Q1: 2,735 shares; 2025Q2: 2,301 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 2,039 shares 2,039 $393K 0.08% +7 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,771 shares; 2025Q3: 26,420 shares; 2025Q4: 26,420 shares; 2026Q1: 26,420 shares 26,420 $392K 0.08% 0 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: 9,989 shares; 2024Q4: 26,007 shares; 2025Q1: 11,773 shares; 2025Q2: 14,428 shares; 2025Q3: 14,105 shares; 2025Q4: 12,920 shares; 2026Q1: 3,275 shares 3,275 $347K 0.07% -9,645 Timeline HYLB 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: 16,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 9,469 shares 9,469 $342K 0.07% +3,900 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,587 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,244 shares; 2026Q1: 1,193 shares 1,193 $342K 0.07% -51 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 959 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 953 shares 953 $342K 0.07% +19 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: 5,120 shares; 2024Q4: 3,973 shares; 2025Q1: 4,067 shares; 2025Q2: 4,038 shares; 2025Q3: 4,157 shares; 2025Q4: 4,719 shares; 2026Q1: 4,346 shares 4,346 $337K 0.07% -373 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 14,236 shares; 2025Q1: 15,331 shares; 2025Q2: 10,208 shares; 2025Q3: 10,576 shares; 2025Q4: 10,169 shares; 2026Q1: 3,807 shares 3,807 $337K 0.07% -6,362 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: 3,497 shares; 2024Q4: 3,399 shares; 2025Q1: 3,414 shares; 2025Q2: 3,027 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,527 shares 2,527 $334K 0.06% +27 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: 2,426 shares; 2024Q4: 2,002 shares; 2025Q1: 1,783 shares; 2025Q2: 1,481 shares; 2025Q3: 3,861 shares; 2025Q4: 1,734 shares; 2026Q1: 1,669 shares 1,669 $332K 0.06% -65 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,033 shares 12,033 $331K 0.06% new Timeline TRUT 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: 13,817 shares 13,817 $331K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares; 2026Q1: 1,542 shares 1,542 $329K 0.06% +346 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: 8,119 shares; 2024Q4: 7,143 shares; 2025Q1: 6,306 shares; 2025Q2: 6,490 shares; 2025Q3: 6,650 shares; 2025Q4: 7,071 shares; 2026Q1: 6,838 shares 6,838 $322K 0.06% -233 Timeline PAUG 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 8,149 shares; 2025Q4: 8,149 shares; 2026Q1: 7,517 shares 7,517 $321K 0.06% -632 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: 3,554 shares; 2024Q4: 2,861 shares; 2025Q1: 2,840 shares; 2025Q2: 1,547 shares; 2025Q3: 1,723 shares; 2025Q4: 1,562 shares; 2026Q1: 902 shares 902 $319K 0.06% -660 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212 shares; 2025Q4: 229 shares; 2026Q1: 214 shares 214 $315K 0.06% -15 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: 1,025 shares 1,025 $310K 0.06% +128 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 6,776 shares; 2025Q1: 6,962 shares; 2025Q2: 6,599 shares; 2025Q3: 6,692 shares; 2025Q4: 6,503 shares; 2026Q1: 6,279 shares 6,279 $307K 0.06% -224 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 4,885 shares; 2026Q1: 4,029 shares 4,029 $303K 0.06% -856 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: 2,521 shares; 2024Q4: 1,665 shares; 2025Q1: 1,629 shares; 2025Q2: 2,447 shares; 2025Q3: 2,582 shares; 2025Q4: 5,162 shares; 2026Q1: 2,168 shares 2,168 $288K 0.06% -2,994 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: 4,999 shares; 2024Q4: 4,524 shares; 2025Q1: 5,096 shares; 2025Q2: 4,132 shares; 2025Q3: 5,828 shares; 2025Q4: 4,587 shares; 2026Q1: 1,164 shares 1,164 $283K 0.05% -3,423 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,845 shares; 2025Q1: 2,496 shares; 2025Q2: 1,564 shares; 2025Q3: 1,664 shares; 2025Q4: 1,281 shares; 2026Q1: 712 shares 712 $282K 0.05% -569 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,232 shares; 2026Q1: 19,341 shares 19,341 $279K 0.05% +5,109 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,081 shares; 2025Q3: 3,470 shares; 2025Q4: 3,796 shares; 2026Q1: 3,091 shares 3,091 $273K 0.05% -705 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 556 shares 556 $270K 0.05% -197 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 4,706 shares 4,706 $261K 0.05% +752 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 6,696 shares; 2025Q3: 6,734 shares; 2025Q4: 7,354 shares; 2026Q1: 3,816 shares 3,816 $261K 0.05% -3,538 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: not reported; 2025Q4: 8,399 shares; 2026Q1: 10,286 shares 10,286 $258K 0.05% +1,887 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares 1,851 $258K 0.05% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,750 shares; 2025Q1: 2,300 shares; 2025Q2: 1,856 shares; 2025Q3: 1,805 shares; 2025Q4: 902 shares; 2026Q1: 413 shares 413 $247K 0.05% -489 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 3,874 shares; 2025Q1: 4,529 shares; 2025Q2: 2,600 shares; 2025Q3: 3,287 shares; 2025Q4: 3,039 shares; 2026Q1: 1,568 shares 1,568 $240K 0.05% -1,471 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,637 shares; 2025Q4: 4,349 shares; 2026Q1: 4,451 shares 4,451 $237K 0.05% +102 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,082 shares 5,082 $234K 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 504 shares 504 $232K 0.04% +70 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 9,292 shares; 2025Q1: 9,661 shares; 2025Q2: 6,972 shares; 2025Q3: 6,975 shares; 2025Q4: 7,169 shares; 2026Q1: 3,347 shares 3,347 $227K 0.04% -3,822 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: 5,793 shares; 2024Q4: 4,089 shares; 2025Q1: 3,124 shares; 2025Q2: 4,024 shares; 2025Q3: 5,078 shares; 2025Q4: 7,302 shares; 2026Q1: 3,599 shares 3,599 $220K 0.04% -3,703 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: 1,258 shares; 2024Q4: 1,378 shares; 2025Q1: 1,438 shares; 2025Q2: 1,485 shares; 2025Q3: 1,864 shares; 2025Q4: 1,963 shares; 2026Q1: 554 shares 554 $216K 0.04% -1,409 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,465 shares; 2024Q4: 156,217 shares; 2025Q1: 157,262 shares; 2025Q2: 10,627 shares; 2025Q3: 10,609 shares; 2025Q4: 10,689 shares; 2026Q1: 9,355 shares 9,355 $212K 0.04% -1,334 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,032 shares; 2024Q4: 36,032 shares; 2025Q1: 36,032 shares; 2025Q2: 36,032 shares; 2025Q3: 36,032 shares; 2025Q4: 36,032 shares; 2026Q1: 36,032 shares 36,032 $184K 0.04% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,201 shares; 2026Q1: 13,395 shares 13,395 $168K 0.03% -2,806 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 11,049 shares 11,049 $154K 0.03% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 13,575 shares; 2025Q1: 13,575 shares; 2025Q2: 13,575 shares; 2025Q3: 13,575 shares; 2025Q4: 13,475 shares; 2026Q1: 12,175 shares 12,175 $132K 0.03% -1,300 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: 11,785 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,026 shares; 2026Q1: 12,798 shares 12,798 $128K 0.02% +772 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS 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: 12,665 shares; 2026Q1: 13,665 shares 13,665 $25.1K <0.01% +1,000 Timeline