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 loaded; 2024Q4: 233,402 shares; 2025Q1: 44 shares; 2025Q2: 136,660 shares; 2025Q3: 166,366 shares; 2025Q4: 155,169 shares; 2026Q1: 343,726 shares 343,726 $17.3M 8.98% +188,557 Timeline NPFE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449,083 shares 449,083 $10.9M 5.64% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,354 shares 150,354 $7.85M 4.07% new Timeline BALT 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 loaded; 2024Q4: 68,538 shares; 2025Q1: 150 shares; 2025Q2: 137,053 shares; 2025Q3: 142,669 shares; 2025Q4: 142,459 shares; 2026Q1: 142,568 shares 142,568 $4.77M 2.48% +109 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255,660 shares; 2025Q1: 85,024 shares; 2025Q2: 271,845 shares; 2025Q3: 273,510 shares; 2025Q4: 366,867 shares; 2026Q1: 369,988 shares 369,988 $3.91M 2.03% +3,121 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,060 shares; 2025Q1: 10,957 shares; 2025Q2: 10,966 shares; 2025Q3: 10,356 shares; 2025Q4: 10,304 shares; 2026Q1: 10,399 shares 10,399 $3.87M 2.01% +95 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,939 shares; 2025Q1: 4,907 shares; 2025Q2: 128,883 shares; 2025Q3: 128,040 shares; 2025Q4: 146,740 shares; 2026Q1: 148,254 shares 148,254 $3.79M 1.97% +1,514 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 loaded; 2024Q4: 17,698 shares; 2025Q1: 3,352 shares; 2025Q2: 18,237 shares; 2025Q3: 18,215 shares; 2025Q4: 18,095 shares; 2026Q1: 17,187 shares 17,187 $3.7M 1.92% -908 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,945 shares; 2025Q1: 18,981 shares; 2025Q2: 16,431 shares; 2025Q3: 13,004 shares; 2025Q4: 13,055 shares; 2026Q1: 13,748 shares 13,748 $3.49M 1.81% +693 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,095 shares; 2025Q1: 84,690 shares; 2025Q2: 79,003 shares; 2025Q3: 48,834 shares; 2025Q4: 47,958 shares; 2026Q1: 52,208 shares 52,208 $3.35M 1.74% +4,250 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,862 shares; 2025Q1: 7,528 shares; 2025Q2: 14,652 shares; 2025Q3: 13,965 shares; 2025Q4: 13,640 shares; 2026Q1: 13,537 shares 13,537 $3.25M 1.69% -103 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,883 shares; 2025Q1: 167 shares; 2025Q2: 33,752 shares; 2025Q3: 34,600 shares; 2025Q4: 34,992 shares; 2026Q1: 34,812 shares 34,812 $3.08M 1.6% -180 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,657 shares; 2025Q1: 1,407 shares; 2025Q2: 42,895 shares; 2025Q3: 41,794 shares; 2025Q4: 42,052 shares; 2026Q1: 41,676 shares 41,676 $2.82M 1.46% -376 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,732 shares; 2025Q1: 61,177 shares; 2025Q2: 62,965 shares; 2025Q3: 63,099 shares; 2025Q4: 59,819 shares; 2026Q1: 57,232 shares 57,232 $2.8M 1.45% -2,587 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: not loaded; 2024Q4: 26,358 shares; 2025Q1: 6,656 shares; 2025Q2: 27,819 shares; 2025Q3: 24,805 shares; 2025Q4: 24,589 shares; 2026Q1: 18,241 shares 18,241 $2.52M 1.31% -6,348 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,385 shares; 2025Q1: 2,873 shares; 2025Q2: 39,801 shares; 2025Q3: 38,893 shares; 2025Q4: 45,968 shares; 2026Q1: 45,295 shares 45,295 $2.51M 1.31% -673 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 4 shares; 2025Q2: 41,468 shares; 2025Q3: 73,108 shares; 2025Q4: 112,490 shares; 2026Q1: 128,608 shares 128,608 $2.32M 1.2% +16,118 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,190 shares; 2025Q1: 79 shares; 2025Q2: 61,190 shares; 2025Q3: 61,190 shares; 2025Q4: 59,945 shares; 2026Q1: 59,945 shares 59,945 $2.27M 1.18% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,026 shares; 2025Q1: 18,468 shares; 2025Q2: 19,713 shares; 2025Q3: 8,575 shares; 2025Q4: 8,832 shares; 2026Q1: 12,823 shares 12,823 $2.24M 1.16% +3,991 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,996 shares; 2025Q1: 22,966 shares; 2025Q2: 66,871 shares; 2025Q3: 67,669 shares; 2025Q4: 43,735 shares; 2026Q1: 39,043 shares 39,043 $2.21M 1.15% -4,692 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,556 shares; 2025Q4: 81,172 shares; 2026Q1: 78,790 shares 78,790 $1.98M 1.03% -2,382 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: not loaded; 2024Q4: 6,010 shares; 2025Q1: 302 shares; 2025Q2: 25,370 shares; 2025Q3: 54,486 shares; 2025Q4: 70,686 shares; 2026Q1: 82,867 shares 82,867 $1.96M 1.02% +12,181 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,478 shares; 2025Q1: 3,250 shares; 2025Q2: 93,985 shares; 2025Q3: 96,089 shares; 2025Q4: 94,845 shares; 2026Q1: 94,779 shares 94,779 $1.9M 0.99% -66 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,639 shares; 2025Q1: 22,012 shares; 2025Q2: 50,248 shares; 2025Q3: 50,070 shares; 2025Q4: 53,268 shares; 2026Q1: 52,967 shares 52,967 $1.88M 0.97% -301 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,808 shares; 2025Q1: 8,217 shares; 2025Q2: 8,411 shares; 2025Q3: 4,270 shares; 2025Q4: 4,355 shares; 2026Q1: 4,782 shares 4,782 $1.77M 0.92% +427 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,287 shares; 2025Q1: 31,702 shares; 2025Q2: 37,632 shares; 2025Q3: 30,609 shares; 2025Q4: 29,589 shares; 2026Q1: 31,429 shares 31,429 $1.7M 0.88% +1,840 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,852 shares; 2025Q1: 100 shares; 2025Q2: 39,402 shares; 2025Q3: 40,976 shares; 2025Q4: 48,630 shares; 2026Q1: 50,556 shares 50,556 $1.67M 0.87% +1,926 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: not loaded; 2024Q4: 62,181 shares; 2025Q1: 927 shares; 2025Q2: 63,933 shares; 2025Q3: 63,738 shares; 2025Q4: 62,868 shares; 2026Q1: 58,968 shares 58,968 $1.64M 0.85% -3,900 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283,909 shares; 2025Q1: 18 shares; 2025Q2: 194,378 shares; 2025Q3: 206,769 shares; 2025Q4: 213,708 shares; 2026Q1: 214,786 shares 214,786 $1.51M 0.78% +1,078 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,553 shares; 2025Q1: 600 shares; 2025Q2: 32,736 shares; 2025Q3: 32,982 shares; 2025Q4: 32,669 shares; 2026Q1: 31,580 shares 31,580 $1.5M 0.78% -1,089 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: not loaded; 2024Q4: 3,287 shares; 2025Q1: 49 shares; 2025Q2: 3,322 shares; 2025Q3: 2,929 shares; 2025Q4: 2,896 shares; 2026Q1: 2,295 shares 2,295 $1.5M 0.78% -601 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,182 shares; 2025Q1: 10 shares; 2025Q2: 41,818 shares; 2025Q3: 41,521 shares; 2025Q4: 40,046 shares; 2026Q1: 39,058 shares 39,058 $1.49M 0.78% -988 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147,889 shares; 2025Q1: 69,299 shares; 2025Q2: 146,796 shares; 2025Q3: 153,172 shares; 2025Q4: 155,596 shares; 2026Q1: 153,276 shares 153,276 $1.45M 0.75% -2,320 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,371 shares; 2025Q1: 5,438 shares; 2025Q2: 5,083 shares; 2025Q3: 3,905 shares; 2025Q4: 3,976 shares; 2026Q1: 5,020 shares 5,020 $1.44M 0.75% +1,044 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,451 shares; 2025Q1: 188 shares; 2025Q2: 21,337 shares; 2025Q3: 21,602 shares; 2025Q4: 22,014 shares; 2026Q1: 22,264 shares 22,264 $1.44M 0.75% +250 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,924 shares; 2025Q1: 8,746 shares; 2025Q2: 44,372 shares; 2025Q3: 43,208 shares; 2025Q4: 43,806 shares; 2026Q1: 42,259 shares 42,259 $1.31M 0.68% -1,547 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,789 shares; 2025Q1: 42 shares; 2025Q2: 29,964 shares; 2025Q3: 29,212 shares; 2025Q4: 28,609 shares; 2026Q1: 28,100 shares 28,100 $1.29M 0.67% -509 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,163 shares; 2025Q1: 121,257 shares; 2025Q2: 57,340 shares; 2025Q3: 58,647 shares; 2025Q4: 59,001 shares; 2026Q1: 58,986 shares 58,986 $1.28M 0.66% -15 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,009 shares; 2025Q1: 163,588 shares; 2025Q2: 7,327 shares; 2025Q3: 7,327 shares; 2025Q4: 135,753 shares; 2026Q1: 144,130 shares 144,130 $1.23M 0.64% +8,377 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,751 shares; 2025Q1: 1,482 shares; 2025Q2: 32,010 shares; 2025Q3: 32,284 shares; 2025Q4: 33,659 shares; 2026Q1: 33,750 shares 33,750 $1.14M 0.59% +91 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,763 shares; 2025Q3: 4,497 shares; 2025Q4: 4,501 shares; 2026Q1: 3,454 shares 3,454 $1.07M 0.56% -1,047 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: not loaded; 2024Q4: 56,439 shares; 2025Q1: 451 shares; 2025Q2: 67,149 shares; 2025Q3: 104,062 shares; 2025Q4: 78,795 shares; 2026Q1: 84,040 shares 84,040 $1.06M 0.55% +5,245 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,290 shares; 2025Q1: 22,522 shares; 2025Q2: 30,188 shares; 2025Q3: 31,649 shares; 2025Q4: 30,292 shares; 2026Q1: 31,113 shares 31,113 $1.06M 0.55% +821 Timeline QFLR 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 loaded; 2024Q4: 21,920 shares; 2025Q1: 51 shares; 2025Q2: 30,414 shares; 2025Q3: 28,945 shares; 2025Q4: 32,243 shares; 2026Q1: 30,494 shares 30,494 $1.02M 0.53% -1,749 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,361 shares; 2025Q1: 8,752 shares; 2025Q2: 10,625 shares; 2025Q3: 10,770 shares; 2025Q4: 21,970 shares; 2026Q1: 23,827 shares 23,827 $1.01M 0.53% +1,857 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,814 shares; 2025Q1: 395 shares; 2025Q2: 12,208 shares; 2025Q3: 10,817 shares; 2025Q4: 10,672 shares; 2026Q1: 10,466 shares 10,466 $1.01M 0.53% -206 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,622 shares; 2025Q1: 231 shares; 2025Q2: 76,462 shares; 2025Q3: 83,814 shares; 2025Q4: 82,956 shares; 2026Q1: 81,888 shares 81,888 $996K 0.52% -1,068 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,514 shares; 2025Q3: 59,774 shares; 2025Q4: 60,188 shares; 2026Q1: 61,234 shares 61,234 $985K 0.51% +1,046 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,225 shares; 2025Q1: 29 shares; 2025Q2: 95,870 shares; 2025Q3: 96,749 shares; 2025Q4: 100,247 shares; 2026Q1: 102,704 shares 102,704 $985K 0.51% +2,457 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,745 shares; 2025Q1: 76,404 shares; 2025Q2: 108,811 shares; 2025Q3: 114,779 shares; 2025Q4: 113,977 shares; 2026Q1: 113,584 shares 113,584 $984K 0.51% -393 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,779 shares; 2025Q1: 127 shares; 2025Q2: 89,780 shares; 2025Q3: 93,607 shares; 2025Q4: 92,780 shares; 2026Q1: 94,081 shares 94,081 $979K 0.51% +1,301 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,596 shares; 2025Q3: 49,758 shares; 2025Q4: 49,827 shares; 2026Q1: 49,827 shares 49,827 $971K 0.5% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,253 shares; 2025Q1: 335 shares; 2025Q2: 19,490 shares; 2025Q3: 20,297 shares; 2025Q4: 19,870 shares; 2026Q1: 19,201 shares 19,201 $956K 0.5% -669 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,651 shares; 2025Q3: 205,264 shares; 2025Q4: 206,849 shares; 2026Q1: 205,862 shares 205,862 $953K 0.49% -987 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,698 shares; 2025Q3: 132,859 shares; 2025Q4: 133,917 shares; 2026Q1: 136,256 shares 136,256 $939K 0.49% +2,339 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,003 shares; 2025Q1: 57,718 shares; 2025Q2: 18,986 shares; 2025Q3: 18,675 shares; 2025Q4: 18,267 shares; 2026Q1: 18,494 shares 18,494 $936K 0.49% +227 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,605 shares; 2025Q1: 8,265 shares; 2025Q2: 8,006 shares; 2025Q3: 2,920 shares; 2025Q4: 3,045 shares; 2026Q1: 4,397 shares 4,397 $916K 0.48% +1,352 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 loaded; 2024Q4: 18,848 shares; 2025Q1: 300 shares; 2025Q2: 7,533 shares; 2025Q3: 5,786 shares; 2025Q4: 14,927 shares; 2026Q1: 18,247 shares 18,247 $913K 0.47% +3,320 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,943 shares; 2025Q1: 61 shares; 2025Q2: 69,461 shares; 2025Q3: 74,439 shares; 2025Q4: 74,789 shares; 2026Q1: 72,954 shares 72,954 $900K 0.47% -1,835 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,318 shares; 2025Q4: 35,554 shares; 2026Q1: 59,045 shares 59,045 $872K 0.45% +23,491 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,820 shares; 2025Q1: 65,026 shares; 2025Q2: 82,639 shares; 2025Q3: 90,313 shares; 2025Q4: 89,846 shares; 2026Q1: 88,727 shares 88,727 $845K 0.44% -1,119 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,243 shares; 2025Q1: 42,400 shares; 2025Q2: 71,645 shares; 2025Q3: 75,195 shares; 2025Q4: 74,893 shares; 2026Q1: 74,281 shares 74,281 $834K 0.43% -612 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,416 shares; 2025Q1: 547 shares; 2025Q2: 1,539 shares; 2025Q3: 1,484 shares; 2025Q4: 1,473 shares; 2026Q1: 1,443 shares 1,443 $833K 0.43% -30 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 17,212 shares; 2026Q1: 16,130 shares 16,130 $832K 0.43% -1,082 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,390 shares; 2025Q1: 20,490 shares; 2025Q2: 10,102 shares; 2025Q3: 10,751 shares; 2025Q4: 11,310 shares; 2026Q1: 11,296 shares 11,296 $826K 0.43% -14 Timeline BAB 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 loaded; 2024Q4: 27,681 shares; 2025Q1: 4,721 shares; 2025Q2: 29,483 shares; 2025Q3: 29,738 shares; 2025Q4: 29,555 shares; 2026Q1: 29,733 shares 29,733 $802K 0.42% +178 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,323 shares; 2025Q1: 420 shares; 2025Q2: 3,449 shares; 2025Q3: 3,378 shares; 2025Q4: 3,280 shares; 2026Q1: 3,327 shares 3,327 $786K 0.41% +47 Timeline JULH 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 loaded; 2024Q4: not reported; 2025Q1: 29,015 shares; 2025Q2: 28,384 shares; 2025Q3: 29,791 shares; 2025Q4: 29,970 shares; 2026Q1: 31,301 shares 31,301 $773K 0.4% +1,331 Timeline APRH 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 loaded; 2024Q4: not reported; 2025Q1: 29,244 shares; 2025Q2: 28,756 shares; 2025Q3: 29,828 shares; 2025Q4: 30,336 shares; 2026Q1: 31,480 shares 31,480 $772K 0.4% +1,144 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,157 shares; 2025Q1: 17 shares; 2025Q2: 52,493 shares; 2025Q3: 52,760 shares; 2025Q4: 52,821 shares; 2026Q1: 52,806 shares 52,806 $766K 0.4% -15 Timeline JANH 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 loaded; 2024Q4: not reported; 2025Q1: 32,583 shares; 2025Q2: 29,015 shares; 2025Q3: 29,833 shares; 2025Q4: 30,388 shares; 2026Q1: 31,563 shares 31,563 $757K 0.39% +1,175 Timeline OCTH 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 loaded; 2024Q4: not reported; 2025Q1: 28,722 shares; 2025Q2: 29,770 shares; 2025Q3: 30,828 shares; 2025Q4: 31,643 shares; 2026Q1: 32,034 shares 32,034 $752K 0.39% +391 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,266 shares; 2025Q3: 159,568 shares; 2025Q4: 161,434 shares; 2026Q1: 165,778 shares 165,778 $744K 0.39% +4,344 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 loaded; 2024Q4: 29,925 shares; 2025Q1: 228 shares; 2025Q2: 48,382 shares; 2025Q3: 49,571 shares; 2025Q4: 49,772 shares; 2026Q1: 48,812 shares 48,812 $725K 0.38% -960 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,887 shares; 2025Q1: 104 shares; 2025Q2: 85,086 shares; 2025Q3: 89,424 shares; 2025Q4: 91,087 shares; 2026Q1: 91,874 shares 91,874 $706K 0.37% +787 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: not loaded; 2024Q4: 64 shares; 2025Q1: 10,676 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 2,009 shares; 2026Q1: 6,073 shares 6,073 $698K 0.36% +4,064 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,417 shares; 2025Q1: 104,427 shares; 2025Q2: 65,458 shares; 2025Q3: 71,500 shares; 2025Q4: 71,160 shares; 2026Q1: 70,408 shares 70,408 $695K 0.36% -752 Timeline EPRF 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 loaded; 2024Q4: 34,812 shares; 2025Q1: 97,059 shares; 2025Q2: 35,923 shares; 2025Q3: 37,800 shares; 2025Q4: 39,733 shares; 2026Q1: 40,641 shares 40,641 $674K 0.35% +908 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,046 shares 6,046 $660K 0.34% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,166 shares; 2025Q1: 3,288 shares; 2025Q2: 3,527 shares; 2025Q3: 1,500 shares; 2025Q4: 1,527 shares; 2026Q1: 2,280 shares 2,280 $654K 0.34% +753 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,977 shares; 2025Q1: 68,474 shares; 2025Q2: 42,661 shares; 2025Q3: 46,142 shares; 2025Q4: 46,022 shares; 2026Q1: 46,383 shares 46,383 $565K 0.29% +361 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,691 shares; 2025Q1: 4 shares; 2025Q2: 29,691 shares; 2025Q3: 29,691 shares; 2025Q4: 29,691 shares; 2026Q1: 28,923 shares 28,923 $558K 0.29% -768 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,017 shares; 2025Q4: 73,225 shares; 2026Q1: 73,133 shares 73,133 $554K 0.29% -92 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,416 shares; 2025Q1: 36,892 shares; 2025Q2: 3,490 shares; 2025Q3: 3,507 shares; 2025Q4: 3,497 shares; 2026Q1: 3,601 shares 3,601 $522K 0.27% +104 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,323 shares; 2025Q1: 2,029 shares; 2025Q2: 2,438 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,505 shares 2,505 $510K 0.26% +205 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,695 shares; 2025Q1: 3,433 shares; 2025Q2: 8,191 shares; 2025Q3: 8,121 shares; 2025Q4: 10,674 shares; 2026Q1: 10,564 shares 10,564 $508K 0.26% -110 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,816 shares; 2026Q1: 27,244 shares 27,244 $501K 0.26% +17,428 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 2,866 shares; 2025Q2: 3,266 shares; 2025Q3: 200 shares; 2025Q4: 252 shares; 2026Q1: 1,473 shares 1,473 $498K 0.26% +1,221 Timeline XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 17,460 shares; 2025Q3: 17,787 shares; 2025Q4: 17,778 shares; 2026Q1: 18,696 shares 18,696 $491K 0.25% +918 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,761 shares; 2025Q1: 27,480 shares; 2025Q2: 5,061 shares; 2025Q3: 4,905 shares; 2025Q4: 4,960 shares; 2026Q1: 4,383 shares 4,383 $472K 0.24% -577 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,002 shares; 2026Q1: 14,390 shares 14,390 $454K 0.24% -612 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 loaded; 2024Q4: 1,790 shares; 2025Q1: 1,865 shares; 2025Q2: 1,767 shares; 2025Q3: 1,630 shares; 2025Q4: 1,636 shares; 2026Q1: 1,686 shares 1,686 $409K 0.21% +50 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,765 shares; 2025Q2: 2,800 shares; 2025Q3: 2,706 shares; 2025Q4: 2,727 shares; 2026Q1: 2,005 shares 2,005 $396K 0.21% -722 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: not loaded; 2024Q4: 10,595 shares; 2025Q1: 5,989 shares; 2025Q2: 10,432 shares; 2025Q3: 10,304 shares; 2025Q4: 19,393 shares; 2026Q1: 20,551 shares 20,551 $394K 0.2% +1,158 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,112 shares; 2025Q1: 700 shares; 2025Q2: 19,583 shares; 2025Q3: 19,818 shares; 2025Q4: 20,087 shares; 2026Q1: 20,311 shares 20,311 $382K 0.2% +224 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,394 shares; 2025Q1: 20 shares; 2025Q2: 7,157 shares; 2025Q3: 7,405 shares; 2025Q4: 7,433 shares; 2026Q1: 7,565 shares 7,565 $382K 0.2% +132 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,802 shares; 2025Q3: 38,090 shares; 2025Q4: 17,480 shares; 2026Q1: 34,853 shares 34,853 $381K 0.2% +17,373 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,397 shares; 2025Q1: 2,325 shares; 2025Q2: 2,287 shares; 2025Q3: 1,760 shares; 2025Q4: 1,789 shares; 2026Q1: 2,071 shares 2,071 $351K 0.18% +282 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: not loaded; 2024Q4: 2,823 shares; 2025Q1: 63,329 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 5,097 shares; 2026Q1: 5,202 shares 5,202 $332K 0.17% +105 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,004 shares; 2025Q1: 1,992 shares; 2025Q2: 1,957 shares; 2025Q3: 500 shares; 2025Q4: 523 shares; 2026Q1: 1,095 shares 1,095 $331K 0.17% +572 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,660 shares; 2025Q1: 119 shares; 2025Q2: 22,660 shares; 2025Q3: 21,125 shares; 2025Q4: 21,125 shares; 2026Q1: 19,425 shares 19,425 $330K 0.17% -1,700 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,911 shares 29,911 $328K 0.17% new 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: not loaded; 2024Q4: 22,966 shares; 2025Q1: 53 shares; 2025Q2: 22,966 shares; 2025Q3: 22,966 shares; 2025Q4: 22,966 shares; 2026Q1: 22,966 shares 22,966 $328K 0.17% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 75 shares; 2025Q2: 3,162 shares; 2025Q3: 3,183 shares; 2025Q4: 3,146 shares; 2026Q1: 3,229 shares 3,229 $323K 0.17% +83 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,458 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,492 shares 1,492 $319K 0.17% +492 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,073 shares; 2025Q2: 1,955 shares; 2025Q3: 1,000 shares; 2025Q4: 1,038 shares; 2026Q1: 1,526 shares 1,526 $316K 0.16% +488 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,559 shares; 2025Q1: 7,314 shares; 2025Q2: 7,155 shares; 2025Q3: 5,335 shares; 2025Q4: 6,192 shares; 2026Q1: 5,968 shares 5,968 $310K 0.16% -224 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,391 shares; 2025Q1: 1,365 shares; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 541 shares 541 $310K 0.16% +512 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: not loaded; 2024Q4: 2,832 shares; 2025Q1: 3,025 shares; 2025Q2: 2,848 shares; 2025Q3: 2,571 shares; 2025Q4: 2,537 shares; 2026Q1: 2,366 shares 2,366 $305K 0.16% -171 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,568 shares; 2025Q1: 5,477 shares; 2025Q2: 5,449 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares; 2026Q1: 4,569 shares 4,569 $302K 0.16% +1,519 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,451 shares; 2025Q1: 7,115 shares; 2025Q2: 6,740 shares; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares; 2026Q1: 6,557 shares 6,557 $301K 0.16% -52 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 72 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 439 shares 439 $285K 0.15% +261 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 566 shares; 2025Q2: 474 shares; 2025Q3: 466 shares; 2025Q4: 462 shares; 2026Q1: 473 shares 473 $283K 0.15% +11 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,907 shares; 2025Q1: 31,681 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares; 2026Q1: 4,107 shares 4,107 $280K 0.15% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,208 shares 5,208 $276K 0.14% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 870 shares; 2025Q2: 804 shares; 2025Q3: 1,065 shares; 2025Q4: 5,486 shares; 2026Q1: 6,766 shares 6,766 $272K 0.14% +1,280 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,856 shares; 2025Q1: 19 shares; 2025Q2: 17,451 shares; 2025Q3: 15,291 shares; 2025Q4: 15,291 shares; 2026Q1: 15,590 shares 15,590 $267K 0.14% +299 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,554 shares; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 1,076 shares 1,076 $263K 0.14% +741 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,570 shares; 2025Q1: 2,830 shares; 2025Q2: 2,616 shares; 2025Q3: 1,437 shares; 2025Q4: 1,475 shares; 2026Q1: 2,111 shares 2,111 $262K 0.14% +636 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,717 shares; 2025Q1: 84 shares; 2025Q2: 24,200 shares; 2025Q3: 24,873 shares; 2025Q4: 24,917 shares; 2026Q1: 24,917 shares 24,917 $248K 0.13% 0 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 loaded; 2024Q4: 3,237 shares; 2025Q1: 46 shares; 2025Q2: 3,345 shares; 2025Q3: 3,337 shares; 2025Q4: 3,298 shares; 2026Q1: 3,265 shares 3,265 $247K 0.13% -33 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,225 shares; 2025Q2: 2,295 shares; 2025Q3: 676 shares; 2025Q4: 731 shares; 2026Q1: 1,451 shares 1,451 $240K 0.12% +720 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,315 shares; 2025Q1: 3 shares; 2025Q2: 24,177 shares; 2025Q3: 25,552 shares; 2025Q4: 26,590 shares; 2026Q1: 26,649 shares 26,649 $237K 0.12% +59 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 1,561 shares; 2025Q2: 1,609 shares; 2025Q3: 1,000 shares; 2025Q4: 1,008 shares; 2026Q1: 1,221 shares 1,221 $236K 0.12% +213 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 581 shares; 2025Q1: 558 shares; 2025Q2: 526 shares; 2025Q3: 295 shares; 2025Q4: 298 shares; 2026Q1: 421 shares 421 $207K 0.11% +123 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 143 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $205K 0.11% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,526 shares; 2025Q1: 8,350 shares; 2025Q2: 8,368 shares; 2025Q3: 5,105 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares 5,091 $201K 0.1% 0 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 loaded; 2024Q4: 171 shares; 2025Q1: 173 shares; 2025Q2: 178 shares; 2025Q3: 25 shares; 2025Q4: 26 shares; 2026Q1: 144 shares 144 $190K 0.1% +118 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,933 shares; 2025Q1: 1,366 shares; 2025Q2: 8,515 shares; 2025Q3: 7,804 shares; 2025Q4: 7,154 shares; 2026Q1: 7,168 shares 7,168 $189K 0.1% +14 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955 $188K 0.1% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,350 shares; 2025Q1: 13 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $188K 0.1% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,346 shares; 2025Q1: 2,352 shares; 2025Q2: 2,346 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 2,346 shares 2,346 $186K 0.1% +20 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: not loaded; 2024Q4: 2,149 shares; 2025Q1: 15 shares; 2025Q2: 2,077 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $185K 0.1% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,203 shares; 2025Q1: 2,269 shares; 2025Q2: 2,260 shares; 2025Q3: 1,056 shares; 2025Q4: 1,089 shares; 2026Q1: 1,974 shares 1,974 $184K 0.1% +885 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,006 shares 1,006 $183K 0.1% -994 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 437 shares; 2025Q1: 807 shares; 2025Q2: 399 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 210 shares 210 $182K 0.09% +204 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 143 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $181K 0.09% 0 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,804 shares; 2025Q1: 89,994 shares; 2025Q2: 17,594 shares; 2025Q3: 17,902 shares; 2025Q4: 17,902 shares; 2026Q1: 17,942 shares 17,942 $181K 0.09% +40 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,927 shares; 2025Q1: 2,953 shares; 2025Q2: 24,783 shares; 2025Q3: 585 shares; 2025Q4: 556 shares; 2026Q1: 6,976 shares 6,976 $179K 0.09% +6,420 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,535 shares; 2025Q2: 1,659 shares; 2025Q3: 985 shares; 2025Q4: 992 shares; 2026Q1: 1,359 shares 1,359 $178K 0.09% +367 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 9,539 shares; 2025Q2: 1,357 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 603 shares 603 $177K 0.09% +515 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,432 shares; 2025Q4: 20,432 shares; 2026Q1: 20,479 shares 20,479 $176K 0.09% +47 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $175K 0.09% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 515 shares; 2025Q2: 525 shares; 2025Q3: 50 shares; 2025Q4: 610 shares; 2026Q1: 1,784 shares 1,784 $172K 0.09% +1,174 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,851 shares; 2025Q1: 2,871 shares; 2025Q2: 3,132 shares; 2025Q3: 779 shares; 2025Q4: 826 shares; 2026Q1: 2,169 shares 2,169 $168K 0.09% +1,343 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,617 shares; 2025Q2: 1,579 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 1,088 shares 1,088 $166K 0.09% +1,022 Timeline RWJ 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 loaded; 2024Q4: 12,227 shares; 2025Q1: 28,629 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $165K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,212 shares; 2025Q2: 3,357 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 1,708 shares 1,708 $165K 0.09% -855 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,037 shares; 2025Q1: 5 shares; 2025Q2: 4,137 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares 3,392 $161K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 1,122 shares; 2025Q2: 1,149 shares; 2025Q3: 810 shares; 2025Q4: 822 shares; 2026Q1: 1,043 shares 1,043 $153K 0.08% +221 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,748 shares; 2025Q1: 1,418 shares; 2025Q2: 1,722 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,642 shares 1,642 $153K 0.08% +242 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: not loaded; 2024Q4: 319 shares; 2025Q1: 339 shares; 2025Q2: 1,241 shares; 2025Q3: 970 shares; 2025Q4: 985 shares; 2026Q1: 1,150 shares 1,150 $152K 0.08% +165 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,290 shares; 2025Q1: 3,750 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 380 shares 380 $151K 0.08% +334 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 861 shares; 2025Q1: 867 shares; 2025Q2: 874 shares; 2025Q3: 640 shares; 2025Q4: 646 shares; 2026Q1: 795 shares 795 $151K 0.08% +149 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 955 shares; 2025Q2: 762 shares; 2025Q3: 595 shares; 2025Q4: 599 shares; 2026Q1: 618 shares 618 $150K 0.08% +19 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 610 shares; 2025Q2: 8,527 shares; 2025Q3: 724 shares; 2025Q4: 763 shares; 2026Q1: 3,601 shares 3,601 $150K 0.08% +2,838 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 262 shares; 2025Q1: 227 shares; 2025Q2: 262 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 1,066 shares 1,066 $145K 0.08% +866 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: not loaded; 2024Q4: 469 shares; 2025Q1: 1,571 shares; 2025Q2: 466 shares; 2025Q3: 260 shares; 2025Q4: 272 shares; 2026Q1: 429 shares 429 $141K 0.07% +157 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 loaded; 2024Q4: 22 shares; 2025Q1: 39 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 519 shares 519 $140K 0.07% +499 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,031 shares; 2025Q1: 2,951 shares; 2025Q2: 2,911 shares; 2025Q3: 2,400 shares; 2025Q4: 2,416 shares; 2026Q1: 2,791 shares 2,791 $140K 0.07% +375 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,994 shares; 2025Q1: 7,989 shares; 2025Q2: 7,109 shares; 2025Q3: 411 shares; 2025Q4: 468 shares; 2026Q1: 3,070 shares 3,070 $140K 0.07% +2,602 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 944 shares; 2025Q2: 358 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 160 shares 160 $140K 0.07% +151 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 509 shares; 2025Q1: 491 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 281 shares 281 $139K 0.07% +279 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,122 shares; 2025Q2: 981 shares; 2025Q3: 320 shares; 2025Q4: 333 shares; 2026Q1: 510 shares 510 $138K 0.07% +177 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 loaded; 2024Q4: 5 shares; 2025Q1: 166 shares; 2025Q2: 179 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 178 shares 178 $138K 0.07% +3 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 763 shares; 2025Q1: 1,701 shares; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 1,290 shares 1,290 $134K 0.07% +1,266 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 598 shares; 2025Q2: 5,218 shares; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 1,845 shares 1,845 $128K 0.07% +1,737 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 2,191 shares; 2025Q2: 1,889 shares; 2025Q3: 1,879 shares; 2025Q4: 3,356 shares; 2026Q1: 3,464 shares 3,464 $122K 0.06% +108 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,121 shares; 2025Q1: 2,217 shares; 2025Q2: 2,118 shares; 2025Q3: 2,000 shares; 2025Q4: 2,012 shares; 2026Q1: 2,083 shares 2,083 $120K 0.06% +71 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 217 shares; 2025Q2: 206 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 198 shares 198 $120K 0.06% +48 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 1,823 shares; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 384 shares 384 $119K 0.06% +332 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 373 shares; 2025Q2: 346 shares; 2025Q3: 300 shares; 2025Q4: 303 shares; 2026Q1: 333 shares 333 $119K 0.06% +30 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263 shares; 2025Q1: 282 shares; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 362 shares 362 $116K 0.06% +356 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,079 shares; 2025Q1: 6,895 shares; 2025Q2: 3,724 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 1,386 shares 1,386 $115K 0.06% +1,321 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 loaded; 2024Q4: 155 shares; 2025Q1: 206 shares; 2025Q2: 250 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 522 shares 522 $110K 0.06% +422 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,464 shares; 2025Q1: 8,338 shares; 2025Q2: 5,488 shares; 2025Q3: 1,230 shares; 2025Q4: 1,319 shares; 2026Q1: 2,911 shares 2,911 $106K 0.06% +1,592 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 359 shares; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 106 shares 106 $106K 0.05% +97 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 14 shares; 2025Q2: 1,340 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,313 shares 1,313 $106K 0.05% +13 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,186 shares; 2025Q1: 859 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $106K 0.05% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 90 shares; 2025Q2: 3,236 shares; 2025Q3: 3,221 shares; 2025Q4: 1,515 shares; 2026Q1: 963 shares 963 $105K 0.05% -552 Timeline EJUL 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 loaded; 2024Q4: 3,484 shares; 2025Q1: 26,983 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares; 2026Q1: 3,485 shares 3,485 $104K 0.05% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,108 shares; 2025Q1: 1,489 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 364 shares 364 $103K 0.05% +339 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,214 shares; 2025Q1: 9,038 shares; 2025Q2: 8,604 shares; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 4,727 shares 4,727 $102K 0.05% +4,288 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: not loaded; 2024Q4: 3,142 shares; 2025Q1: 3,123 shares; 2025Q2: 2,237 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,402 shares 1,402 $102K 0.05% -297 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 loaded; 2024Q4: 608 shares; 2025Q1: 544 shares; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 324 shares 324 $102K 0.05% +318 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 632 shares; 2025Q2: 780 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 300 shares 300 $102K 0.05% +271 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,745 shares; 2025Q1: 5,291 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 2,256 shares; 2026Q1: 2,256 shares 2,256 $101K 0.05% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares; 2026Q1: 4,056 shares 4,056 $100K 0.05% 0 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 loaded; 2024Q4: 2,115 shares; 2025Q1: 1,964 shares; 2025Q2: 2,262 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 1,197 shares 1,197 $100K 0.05% +1,176 Timeline IJAN 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 loaded; 2024Q4: 2,773 shares; 2025Q1: 870 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $100K 0.05% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257 shares; 2025Q1: 401 shares; 2025Q2: 259 shares; 2025Q3: 100 shares; 2025Q4: 110 shares; 2026Q1: 206 shares 206 $98.7K 0.05% +96 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 584 shares; 2025Q2: 589 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 217 shares 217 $96.9K 0.05% +210 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 1,622 shares; 2025Q2: 852 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 445 shares 445 $96.4K 0.05% +439 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,185 shares; 2025Q1: 6,317 shares; 2025Q2: 3,261 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $96.1K 0.05% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 134 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88 $96K 0.05% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,275 shares; 2025Q1: 65,913 shares; 2025Q2: 10,198 shares; 2025Q3: 442 shares; 2025Q4: 421 shares; 2026Q1: 3,289 shares 3,289 $95.6K 0.05% +2,868 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 712 shares 712 $94.8K 0.05% +185 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: not loaded; 2024Q4: 806 shares; 2025Q1: 729 shares; 2025Q2: 792 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 400 shares 400 $94.5K 0.05% +392 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,545 shares; 2025Q1: 2,874 shares; 2025Q2: 2,888 shares; 2025Q3: 1,150 shares; 2025Q4: 1,163 shares; 2026Q1: 2,009 shares 2,009 $94.4K 0.05% +846 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 2,260 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 1,066 shares; 2026Q1: 1,491 shares 1,491 $93.5K 0.05% +425 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 528 shares; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 201 shares 201 $92.7K 0.05% +192 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,003 shares; 2025Q1: 23,205 shares; 2025Q2: 8,174 shares; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 4,255 shares 4,255 $90K 0.05% +4,082 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 271 shares; 2025Q1: 291 shares; 2025Q2: 284 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $87.7K 0.05% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,516 shares; 2025Q1: 20 shares; 2025Q2: 4,961 shares; 2025Q3: 5,200 shares; 2025Q4: 5,534 shares; 2026Q1: 5,699 shares 5,699 $87.4K 0.05% +165 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 701 shares; 2025Q2: 727 shares; 2025Q3: 202 shares; 2025Q4: 216 shares; 2026Q1: 510 shares 510 $87.3K 0.05% +294 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 5,919 shares; 2025Q2: 6,042 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 3,362 shares 3,362 $87.1K 0.05% +3,237 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,703 shares; 2025Q1: 2,495 shares; 2025Q2: 2,660 shares; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 1,486 shares 1,486 $86.9K 0.05% +1,383 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,379 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 720 shares 720 $86.6K 0.04% +679 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,528 shares; 2025Q1: 15,052 shares; 2025Q2: 8,995 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $86.4K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 211 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $84.7K 0.04% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 860 shares; 2025Q1: 1,013 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 391 shares 391 $84.7K 0.04% +370 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: not loaded; 2024Q4: 823 shares; 2025Q1: 1,060 shares; 2025Q2: 688 shares; 2025Q3: 600 shares; 2025Q4: 603 shares; 2026Q1: 641 shares 641 $84K 0.04% +38 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 343 shares; 2025Q2: 325 shares; 2025Q3: 12 shares; 2025Q4: 29 shares; 2026Q1: 91 shares 91 $83.7K 0.04% +62 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 loaded; 2024Q4: 1,305 shares; 2025Q1: 1,172 shares; 2025Q2: 1,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639 $83.7K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 282,043 shares; 2025Q2: 1,088 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 498 shares 498 $82K 0.04% +490 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 182 shares; 2025Q2: 1,096 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 689 shares 689 $81.7K 0.04% +652 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 411 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 162 shares 162 $80.9K 0.04% +150 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 1,066 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 230 shares 230 $80.9K 0.04% +225 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 943 shares; 2025Q1: 22,373 shares; 2025Q2: 936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $76.2K 0.04% new 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 loaded; 2024Q4: 12 shares; 2025Q1: 67 shares; 2025Q2: 253 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 360 shares 360 $74.3K 0.04% +358 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,359 shares; 2025Q2: 1,550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $73.4K 0.04% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares 802 $73K 0.04% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 760 shares; 2025Q2: 929 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 591 shares 591 $72.8K 0.04% +583 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,995 shares; 2025Q1: 3,517 shares; 2025Q2: 6,223 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 5,052 shares 5,052 $72.6K 0.04% +4,752 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 loaded; 2024Q4: 401 shares; 2025Q1: 324 shares; 2025Q2: 401 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 396 shares 396 $72.1K 0.04% +96 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,177 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 2,448 shares 2,448 $71K 0.04% +758 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 629 shares; 2025Q2: 616 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 580 shares 580 $70.3K 0.04% +80 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 753 shares; 2025Q2: 735 shares; 2025Q3: 250 shares; 2025Q4: 265 shares; 2026Q1: 485 shares 485 $70.1K 0.04% +220 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 941 shares; 2025Q1: 753 shares; 2025Q2: 669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $70K 0.04% 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 loaded; 2024Q4: 1,496 shares; 2025Q1: 1,302 shares; 2025Q2: 1,452 shares; 2025Q3: 300 shares; 2025Q4: 310 shares; 2026Q1: 807 shares 807 $69.9K 0.04% +497 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,562 shares; 2025Q1: 26 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,396 shares 1,396 $69.4K 0.04% -166 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 551 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429 shares 429 $68.5K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 5,208 shares; 2025Q2: 3,470 shares; 2025Q3: 3,252 shares; 2025Q4: 3,328 shares; 2026Q1: 1,117 shares 1,117 $68.3K 0.04% -2,211 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,250 shares; 2025Q1: 35 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $66.8K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 517 shares; 2025Q2: 446 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 312 shares 312 $64.3K 0.03% +308 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 665 shares; 2025Q1: 2,849 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $63.5K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 4 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $63.1K 0.03% 0 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 loaded; 2024Q4: 1,180 shares; 2025Q1: 495 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $62.9K 0.03% 0 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 loaded; 2024Q4: 146 shares; 2025Q1: 298 shares; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,064 shares 1,064 $62.5K 0.03% new 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: not loaded; 2024Q4: 10,487 shares; 2025Q1: 4,961 shares; 2025Q2: 6,535 shares; 2025Q3: 2,909 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares 2,909 $62.1K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 221 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 159 shares 159 $62.1K 0.03% +151 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,987 shares; 2025Q1: 5,567 shares; 2025Q2: 4,257 shares; 2025Q3: 1,000 shares; 2025Q4: 1,074 shares; 2026Q1: 1,680 shares 1,680 $61.7K 0.03% +606 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $61.6K 0.03% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 512 shares; 2025Q1: 477 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 204 shares 204 $61.4K 0.03% +189 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 238 shares; 2025Q1: 258 shares; 2025Q2: 241 shares; 2025Q3: 100 shares; 2025Q4: 108 shares; 2026Q1: 186 shares 186 $61.2K 0.03% +78 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306 shares; 2025Q1: 618 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 192 shares 192 $61.1K 0.03% +190 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 2,338 shares; 2025Q2: 1,098 shares; 2025Q3: 817 shares; 2025Q4: 830 shares; 2026Q1: 278 shares 278 $60.5K 0.03% -552 Timeline NFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $59.4K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 1,558 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $59.3K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 137 shares 137 $58.3K 0.03% +134 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,226 shares; 2025Q2: 844 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 622 shares 622 $58K 0.03% +593 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,100 shares; 2025Q1: 26,733 shares; 2025Q2: 2,267 shares; 2025Q3: 2,411 shares; 2025Q4: 2,225 shares; 2026Q1: 2,193 shares 2,193 $57.4K 0.03% -32 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,172 shares; 2025Q1: 41,179 shares; 2025Q2: 2,446 shares; 2025Q3: 2,267 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares 1,964 $57.2K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $56.5K 0.03% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,525 shares; 2025Q1: 2,228 shares; 2025Q2: 2,621 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,592 shares 2,592 $56K 0.03% +392 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 9 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $55.6K 0.03% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 223 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 32 shares 32 $55.3K 0.03% +30 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,498 shares; 2025Q1: 3,019 shares; 2025Q2: 3,558 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 2,112 shares 2,112 $55K 0.03% +1,991 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 254 shares; 2025Q1: 238 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 525 shares 525 $54.9K 0.03% +485 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 457 shares; 2025Q2: 450 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 450 shares 450 $53.8K 0.03% +14 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 loaded; 2024Q4: 505 shares; 2025Q1: 435 shares; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 308 shares 308 $53.4K 0.03% +300 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 189 shares; 2025Q2: 312 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 218 shares 218 $52.8K 0.03% +43 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,612 shares; 2025Q2: 818 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 430 shares 430 $52.8K 0.03% +409 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 143 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 315 shares 315 $52.3K 0.03% +303 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 37 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $52.1K 0.03% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 2,668 shares 2,668 $51.8K 0.03% +2,647 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 257 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $50.7K 0.03% 0 Timeline EOCT 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 loaded; 2024Q4: 42,539 shares; 2025Q1: 206 shares; 2025Q2: 1,563 shares; 2025Q3: 1,667 shares; 2025Q4: 1,596 shares; 2026Q1: 1,526 shares 1,526 $48.8K 0.03% -70 Timeline EJAN 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 loaded; 2024Q4: 1,431 shares; 2025Q1: 2,773 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 1,424 shares 1,424 $48.3K 0.03% 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 loaded; 2024Q4: 276 shares; 2025Q1: 136 shares; 2025Q2: 949 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 658 shares 658 $47.7K 0.02% +638 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,308 shares; 2025Q1: 118 shares; 2025Q2: 1,330 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 977 shares 977 $47.6K 0.02% +928 Timeline BJUL 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 loaded; 2024Q4: 935 shares; 2025Q1: 893 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $46.5K 0.02% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $46.3K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 417 shares; 2025Q2: 372 shares; 2025Q3: 150 shares; 2025Q4: 161 shares; 2026Q1: 297 shares 297 $46.1K 0.02% +136 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 814 shares; 2025Q1: 37 shares; 2025Q2: 723 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 364 shares 364 $46K 0.02% +354 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 611 shares; 2025Q2: 444 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 225 shares 225 $45.9K 0.02% +220 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 166 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares 31 $45.6K 0.02% new Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,530 shares; 2025Q1: 299 shares; 2025Q2: 2,613 shares; 2025Q3: 2,464 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $45.3K 0.02% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $44.2K 0.02% 0 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 loaded; 2024Q4: 21 shares; 2025Q1: 29 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $43.9K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 677 shares; 2025Q1: 249 shares; 2025Q2: 1,230 shares; 2025Q3: 400 shares; 2025Q4: 436 shares; 2026Q1: 940 shares 940 $43.6K 0.02% +504 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 239 shares; 2025Q1: 305 shares; 2025Q2: 239 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 228 shares 228 $43.4K 0.02% +10 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 995 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 681 shares 681 $42.7K 0.02% +645 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 642 shares; 2025Q1: 704 shares; 2025Q2: 556 shares; 2025Q3: 95 shares; 2025Q4: 102 shares; 2026Q1: 323 shares 323 $42.6K 0.02% +221 Timeline NOCT 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 loaded; 2024Q4: 750 shares; 2025Q1: 1,512 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $42.3K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 127 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $42.3K 0.02% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 739 shares; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 433 shares 433 $42.2K 0.02% +388 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: 570 shares; 2025Q2: 653 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 644 shares 644 $41.9K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223 shares; 2025Q1: 269 shares; 2025Q2: 224 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 210 shares 210 $41.6K 0.02% +77 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 583 shares; 2025Q2: 604 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares 499 $41.2K 0.02% new 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 loaded; 2024Q4: 893 shares; 2025Q1: 30,047 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893 $41K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,194 shares; 2025Q1: 872 shares; 2025Q2: 1,369 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 634 shares 634 $41K 0.02% +620 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,820 shares; 2025Q3: 3,732 shares; 2025Q4: 3,640 shares; 2026Q1: 3,641 shares 3,641 $40.7K 0.02% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 17,024 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 113 shares 113 $40.4K 0.02% +112 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 436 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 57 shares 57 $40.4K 0.02% +51 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 288 shares 288 $40.1K 0.02% +282 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 loaded; 2024Q4: 312 shares; 2025Q1: 471 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 265 shares 265 $40K 0.02% +252 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: not loaded; 2024Q4: 2,681 shares; 2025Q1: 3,679 shares; 2025Q2: 2,564 shares; 2025Q3: 1,326 shares; 2025Q4: 1,256 shares; 2026Q1: 559 shares 559 $39.9K 0.02% -697 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: not loaded; 2024Q4: 529 shares; 2025Q1: 668 shares; 2025Q2: 609 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 554 shares 554 $39.8K 0.02% +154 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 146 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares 73 $39.3K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 869 shares; 2025Q2: 798 shares; 2025Q3: 200 shares; 2025Q4: 207 shares; 2026Q1: 494 shares 494 $39.3K 0.02% +287 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 270 shares; 2025Q1: 3,283 shares; 2025Q2: 402 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 266 shares 266 $38.9K 0.02% +251 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: 297 shares; 2025Q2: 329 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 184 shares 184 $38.8K 0.02% +170 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,579 shares; 2025Q1: 1,359 shares; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 787 shares 787 $37.9K 0.02% +751 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,539 shares; 2025Q1: 1,047 shares; 2025Q2: 1,403 shares; 2025Q3: 457 shares; 2025Q4: 476 shares; 2026Q1: 645 shares 645 $37.2K 0.02% +169 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: not loaded; 2024Q4: 870 shares; 2025Q1: 750 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $37K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,267 shares; 2025Q1: 17,975 shares; 2025Q2: 6,370 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $36.3K 0.02% 0 Timeline PSCT 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 loaded; 2024Q4: 600 shares; 2025Q1: 10,495 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $36K 0.02% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 45 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114 $35.8K 0.02% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 778 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 393 shares 393 $35.6K 0.02% +369 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 614 shares; 2025Q2: 607 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 321 shares 321 $35.2K 0.02% +319 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 loaded; 2024Q4: 150 shares; 2025Q1: 28,752 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $35.1K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 155 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 102 shares 102 $34.9K 0.02% +70 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 56,745 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41 $34.7K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 22,003 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $34.4K 0.02% new 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: not loaded; 2024Q4: 298 shares; 2025Q1: 577 shares; 2025Q2: 518 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 68 shares 68 $33K 0.02% +55 Timeline DDFN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares 1,730 $32.9K 0.02% new 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: not loaded; 2024Q4: 45 shares; 2025Q1: 117 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $32.8K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 72 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 48 shares 48 $32.7K 0.02% +38 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 859 shares; 2025Q1: 6 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $32.7K 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,340 shares; 2025Q1: 2,292 shares; 2025Q2: 2,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $32.5K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,623 shares; 2025Q1: 1,486 shares; 2025Q2: 1,719 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 976 shares 976 $32.4K 0.02% +938 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 149 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221 $32.3K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 60,131 shares; 2025Q2: 1,196 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 582 shares 582 $32.1K 0.02% +550 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,969 shares; 2025Q1: 1,890 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares 1,550 $32.1K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 283 shares; 2025Q2: 244 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 106 shares 106 $32.1K 0.02% +102 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 298 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156 $31.8K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 854 shares; 2025Q2: 890 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 190 shares 190 $30.9K 0.02% +175 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,364 shares; 2025Q1: 3,030 shares; 2025Q2: 484 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 421 shares 421 $30.6K 0.02% +416 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 226 shares; 2025Q1: 261 shares; 2025Q2: 238 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 222 shares 222 $30.2K 0.02% +36 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares 674 $30K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 65 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares 69 $29.8K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 1,943 shares; 2025Q2: 2,352 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,718 shares 1,718 $29.2K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 143 shares; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 314 shares 314 $29K 0.02% +295 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 loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 2,523 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,523 shares 2,523 $28.9K 0.02% +23 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: not loaded; 2024Q4: 188 shares; 2025Q1: 196 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 142 shares 142 $28.9K 0.01% +137 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 850 shares 850 $28.7K 0.01% +170 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503 shares 503 $28.7K 0.01% new 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: not loaded; 2024Q4: 441 shares; 2025Q1: 465 shares; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 330 shares 330 $27.9K 0.01% +318 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 270 shares; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $27.8K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 14 shares; 2025Q2: 4,991 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares 2,448 $27.6K 0.01% new 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: not loaded; 2024Q4: 137 shares; 2025Q1: 104 shares; 2025Q2: 116 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86 $27.6K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 427 shares; 2025Q1: 4 shares; 2025Q2: 421 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares 377 $27.3K 0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: 1,516 shares; 2025Q2: 2,108 shares; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 993 shares 993 $27.2K 0.01% +896 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,816 shares; 2025Q1: 81 shares; 2025Q2: 1,837 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $27.1K 0.01% new 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: not loaded; 2024Q4: 122 shares; 2025Q1: 19 shares; 2025Q2: 74 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 62 shares 62 $26.9K 0.01% +59 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 554 shares; 2025Q2: 1,146 shares; 2025Q3: 510 shares; 2025Q4: 531 shares; 2026Q1: 932 shares 932 $26.8K 0.01% +401 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,083 shares; 2025Q2: 1,131 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 665 shares 665 $26.5K 0.01% -401 Timeline NJAN 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 loaded; 2024Q4: 495 shares; 2025Q1: 1,424 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $26.4K 0.01% 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 loaded; 2024Q4: 101 shares; 2025Q1: 64 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $26.3K 0.01% 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: not loaded; 2024Q4: 119 shares; 2025Q1: 69 shares; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 105 shares 105 $25.9K 0.01% +102 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,476 shares; 2025Q1: 93 shares; 2025Q2: 452 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 398 shares 398 $25.9K 0.01% +3 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 460 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 93 shares 93 $25.8K 0.01% +84 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 264 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 59 shares 59 $25.7K 0.01% +56 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 145 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 87 shares 87 $25.7K 0.01% +83 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: not loaded; 2024Q4: 249 shares; 2025Q1: 15 shares; 2025Q2: 244 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares 231 $25.3K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 311 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6 $25.3K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 456 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $25.2K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 318 shares; 2025Q1: 570 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221 $25.1K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 73 shares 73 $25.1K 0.01% +69 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 22 shares; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $25K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 716 shares; 2025Q1: 72 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares 635 $24.8K 0.01% new Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,572 shares; 2025Q1: 12 shares; 2025Q2: 11,441 shares; 2025Q3: 11,368 shares; 2025Q4: 699 shares; 2026Q1: 687 shares 687 $24.6K 0.01% -12 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: not loaded; 2024Q4: 316 shares; 2025Q1: 43,839 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 145 shares 145 $24.5K 0.01% +137 Timeline RFLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $24.3K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 201 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 51 shares 51 $24.1K 0.01% +40 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,797 shares; 2025Q1: 19 shares; 2025Q2: 1,551 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,284 shares 1,284 $23.8K 0.01% +1,224 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 29,778 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117 $23.6K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 763 shares; 2025Q1: 19,425 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 282 shares 282 $23.3K 0.01% +280 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: not loaded; 2024Q4: 584 shares; 2025Q1: 483 shares; 2025Q2: 641 shares; 2025Q3: 58 shares; 2025Q4: 72 shares; 2026Q1: 225 shares 225 $23.1K 0.01% +153 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: 542 shares; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 332 shares 332 $23K 0.01% +296 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,630 shares; 2025Q1: 2,303 shares; 2025Q2: 2,586 shares; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 1,542 shares 1,542 $23K 0.01% +1,419 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 128 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 70 shares 70 $22.8K 0.01% +64 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 loaded; 2024Q4: 125 shares; 2025Q1: 186 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91 $22.6K 0.01% new Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,783 shares; 2025Q3: 20,238 shares; 2025Q4: 1,324 shares; 2026Q1: 1,310 shares 1,310 $22.5K 0.01% -14 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 7 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $22.2K 0.01% new 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 loaded; 2024Q4: 89 shares; 2025Q1: 12 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83 $22K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 756 shares; 2025Q1: 464 shares; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $21.8K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 6 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121 $21.8K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 927 shares; 2025Q1: 62 shares; 2025Q2: 927 shares; 2025Q3: 482 shares; 2025Q4: 651 shares; 2026Q1: 661 shares 661 $21.8K 0.01% +10 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 101 shares; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91 $21.7K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 506 shares; 2025Q2: 477 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 300 shares 300 $21.6K 0.01% +282 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: not loaded; 2024Q4: 623 shares; 2025Q1: 23,076 shares; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 229 shares 229 $21.5K 0.01% +224 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 8 shares; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 88 shares 88 $21.5K 0.01% +78 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 8 shares; 2025Q2: 1,217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares 1,078 $21.3K 0.01% new 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: not loaded; 2024Q4: 172 shares; 2025Q1: 131 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 72 shares 72 $20.9K 0.01% +69 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 31 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $20.9K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 71 shares; 2025Q2: 159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $20.7K 0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,450 shares; 2025Q1: 3 shares; 2025Q2: 3,450 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $20.5K 0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199 shares; 2025Q1: 132 shares; 2025Q2: 189 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 189 shares 189 $20.5K 0.01% +64 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: not loaded; 2024Q4: 70 shares; 2025Q1: 46 shares; 2025Q2: 61 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 59 shares 59 $20.4K 0.01% +15 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: not loaded; 2024Q4: 283 shares; 2025Q1: 253 shares; 2025Q2: 534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $20.3K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,218 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 258 shares 258 $20.3K 0.01% +226 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: not loaded; 2024Q4: 723 shares; 2025Q1: 722 shares; 2025Q2: 531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares 238 $20.3K 0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 582 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373 $20.2K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 954 shares; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares 108 $20.2K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 430 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $20K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 147 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 126 shares 126 $19.8K 0.01% +117 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 loaded; 2024Q4: 39 shares; 2025Q1: 6 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares 36 $19.4K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 80 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 59 shares 59 $19.3K 0.01% +57 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: not loaded; 2024Q4: 104 shares; 2025Q1: 136 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 85 shares 85 $19.2K 0.01% +78 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 411 shares; 2025Q1: 319 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 200 shares 200 $19.2K 0.01% +197 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: not loaded; 2024Q4: 39 shares; 2025Q1: 104 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $18.8K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,682 shares; 2025Q1: 5 shares; 2025Q2: 12,182 shares; 2025Q3: 7,182 shares; 2025Q4: 7,182 shares; 2026Q1: 2,682 shares 2,682 $18.6K 0.01% -4,500 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 527 shares; 2025Q2: 490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares 246 $18.5K 0.01% new Timeline BJUN 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 loaded; 2024Q4: 27,544 shares; 2025Q1: 935 shares; 2025Q2: 2,955 shares; 2025Q3: 446 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $18.4K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 138 shares; 2025Q2: 118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $18.3K 0.01% new 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 loaded; 2024Q4: 407 shares; 2025Q1: 4,403 shares; 2025Q2: 398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $18.1K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,127 shares; 2025Q1: 1,973 shares; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 848 shares 848 $17.6K 0.01% +671 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $17.5K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 18 shares 18 $17.3K 0.01% +17 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 74 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63 $17.3K 0.01% new 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: not loaded; 2024Q4: 598 shares; 2025Q1: 56 shares; 2025Q2: 614 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 513 shares 513 $17.2K 0.01% +501 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 loaded; 2024Q4: 1,384 shares; 2025Q1: 870 shares; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 626 shares 626 $17.1K 0.01% +592 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,337 shares 2,337 $17.1K 0.01% +57 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 14 shares; 2025Q2: 41 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $17K 0.01% 0 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: not loaded; 2024Q4: 203 shares; 2025Q1: 26 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182 $16.8K 0.01% new 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: not loaded; 2024Q4: 158 shares; 2025Q1: 27 shares; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $16.7K 0.01% new Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 525 shares; 2026Q1: 512 shares 512 $16.7K 0.01% -13 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 155 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 85 shares 85 $16.5K 0.01% +76 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420 shares; 2025Q1: 345 shares; 2025Q2: 69 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $16.4K 0.01% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 7 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $15.9K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $15.8K 0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 24,103 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $15.7K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 24 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54 $15.6K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219 shares; 2025Q1: 83 shares; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394 $15.4K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 356 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176 $15K 0.01% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 180 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $14.9K 0.01% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 48 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14.8K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 2 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 92 shares 92 $14.7K 0.01% +73 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 139 shares; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 70 shares 70 $14.7K 0.01% +67 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 loaded; 2024Q4: 206 shares; 2025Q1: 389 shares; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 566 shares 566 $14.6K 0.01% +472 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,903 shares; 2026Q1: 1,574 shares 1,574 $14.4K 0.01% -40,329 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 334 shares; 2025Q2: 374 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares 330 $13.9K 0.01% new 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: not loaded; 2024Q4: 69 shares; 2025Q1: 26 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 52 shares 52 $13.8K 0.01% +48 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 69 shares; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $13.7K 0.01% new 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: not loaded; 2024Q4: 65 shares; 2025Q1: 18 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares 65 $13.5K 0.01% new 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 loaded; 2024Q4: 1,114 shares; 2025Q1: 200 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 202 shares 202 $13.4K 0.01% +191 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71 shares; 2025Q1: 91 shares; 2025Q2: 88 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $13.3K 0.01% new 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 loaded; 2024Q4: 78 shares; 2025Q1: 1,090 shares; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 73 shares 73 $13.3K 0.01% +65 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 105 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 51 shares 51 $13.3K 0.01% +46 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 loaded; 2024Q4: 230 shares; 2025Q1: 25 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $13.3K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 259 shares; 2025Q2: 549 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 532 shares 532 $13.2K 0.01% +514 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,326 shares; 2025Q1: 580 shares; 2025Q2: 14,628 shares; 2025Q3: 14,574 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $13.2K 0.01% 0 Timeline PIE 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 loaded; 2024Q4: 18,831 shares; 2025Q1: 165 shares; 2025Q2: 20,495 shares; 2025Q3: 20,380 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $13.1K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 16 shares; 2025Q2: 63 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63 $12.9K 0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $12.9K 0.01% 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 loaded; 2024Q4: 640 shares; 2025Q1: 590 shares; 2025Q2: 559 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 466 shares 466 $12.8K 0.01% +58 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 1,153 shares; 2025Q2: 184 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 142 shares 142 $12.7K 0.01% +129 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 11 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $12.7K 0.01% new 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: not loaded; 2024Q4: 81 shares; 2025Q1: 119 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $12.7K 0.01% new Timeline KJUL 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 loaded; 2024Q4: 393 shares; 2025Q1: 2,064 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $12.6K 0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 118 shares; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62 $12.5K 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 3 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $12.4K 0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares 106 $12.4K 0.01% new 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: not loaded; 2024Q4: 73 shares; 2025Q1: 468 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares 66 $12.3K 0.01% new 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 loaded; 2024Q4: 110 shares; 2025Q1: 96 shares; 2025Q2: 81 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $12.3K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 61,190 shares; 2025Q2: 274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares 108 $12.1K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173 shares; 2025Q1: 35 shares; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares 92 $12.1K 0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 1,092 shares; 2025Q2: 1,469 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 423 shares 423 $12K 0.01% +409 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 loaded; 2024Q4: 2,118 shares; 2025Q1: 2,158 shares; 2025Q2: 145 shares; 2025Q3: 40 shares; 2025Q4: 50 shares; 2026Q1: 111 shares 111 $12K 0.01% +61 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 4 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares 52 $11.9K 0.01% new 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: not loaded; 2024Q4: 68 shares; 2025Q1: 27 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 30 shares 30 $11.9K 0.01% +27 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 159 shares; 2025Q2: 840 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 773 shares 773 $11.6K 0.01% +640 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 11,055 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 154 shares 154 $11.6K 0.01% +140 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 56 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 52 shares 52 $11.4K 0.01% +44 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $11.3K 0.01% 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 loaded; 2024Q4: 173 shares; 2025Q1: 25 shares; 2025Q2: 102 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54 $11.2K 0.01% new Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: 537 shares; 2025Q2: 1,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $11.2K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 68 shares; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $11K 0.01% 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 loaded; 2024Q4: 337 shares; 2025Q1: 68 shares; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 87 shares 87 $11K 0.01% +77 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 38 shares; 2025Q2: 415 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415 $10.9K 0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 43 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $10.7K 0.01% new 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 loaded; 2024Q4: 19 shares; 2025Q1: 152 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19 $10.7K 0.01% new 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 loaded; 2024Q4: 128 shares; 2025Q1: 43 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 114 shares 114 $10.6K 0.01% +105 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,881 shares; 2025Q1: 1,195 shares; 2025Q2: 149 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 90 shares 90 $10.6K 0.01% +62 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 loaded; 2024Q4: 73 shares; 2025Q1: 189 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $10.6K 0.01% new 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: not loaded; 2024Q4: 307 shares; 2025Q1: 185 shares; 2025Q2: 307 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $10.5K 0.01% new 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: not loaded; 2024Q4: 105 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 118 shares 118 $10.4K 0.01% +105 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 338 shares; 2025Q2: 359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $10.4K 0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 27 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $10.4K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $10.3K 0.01% new Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $10.2K 0.01% 0 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 137 shares; 2025Q3: 276 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $10.2K 0.01% 0 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: not loaded; 2024Q4: 1,443 shares; 2025Q1: 1,549 shares; 2025Q2: 1,491 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 167 shares 167 $10.1K 0.01% -1,100 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 62 shares; 2025Q2: 177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares 53 $10.1K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 684 shares; 2025Q2: 1,026 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 250 shares 250 $9.96K 0.01% +240 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 5 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares 39 $9.93K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 117 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $9.91K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,838 shares; 2025Q1: 2 shares; 2025Q2: 2,838 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,944 shares 1,944 $9.78K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123 shares; 2025Q1: 104 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 68 shares 68 $9.71K 0.01% +66 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $9.65K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 33 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 9 shares 9 $9.61K <0.01% +8 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 20 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $9.6K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 425 shares; 2025Q2: 458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares 402 $9.6K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 25 shares; 2025Q2: 361 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $9.6K <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 105 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $9.6K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 22 shares; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99 $9.58K <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 16 shares; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares 149 $9.57K <0.01% new Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122 shares; 2025Q1: 6 shares; 2025Q2: 122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122 $9.53K <0.01% new Timeline