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: 109,868 shares; 2024Q4: 109,345 shares; 2025Q1: 111,730 shares; 2025Q2: 105,863 shares; 2025Q3: 108,535 shares; 2025Q4: 108,023 shares; 2026Q1: 108,121 shares 108,121 $40M 4.55% +98 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: 180,396 shares; 2024Q4: 197,087 shares; 2025Q1: 197,822 shares; 2025Q2: 197,103 shares; 2025Q3: 193,709 shares; 2025Q4: 192,560 shares; 2026Q1: 195,530 shares 195,530 $34.1M 3.88% +2,970 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: 106,947 shares; 2024Q4: 106,853 shares; 2025Q1: 103,907 shares; 2025Q2: 105,291 shares; 2025Q3: 103,275 shares; 2025Q4: 99,903 shares; 2026Q1: 99,690 shares 99,690 $25.3M 2.88% -213 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: 90,903 shares; 2024Q4: 90,831 shares; 2025Q1: 93,512 shares; 2025Q2: 94,638 shares; 2025Q3: 94,829 shares; 2025Q4: 95,822 shares; 2026Q1: 100,630 shares 100,630 $21M 2.38% +4,808 Timeline SLVP 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: 473,490 shares; 2024Q4: 483,458 shares; 2025Q1: 496,831 shares; 2025Q2: 512,226 shares; 2025Q3: 531,968 shares; 2025Q4: 532,173 shares; 2026Q1: 528,370 shares 528,370 $18.7M 2.13% -3,803 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: 67,052 shares; 2024Q4: 65,256 shares; 2025Q1: 64,247 shares; 2025Q2: 61,974 shares; 2025Q3: 60,134 shares; 2025Q4: 59,146 shares; 2026Q1: 58,780 shares 58,780 $18.2M 2.07% -366 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,857 shares; 2024Q4: 290,464 shares; 2025Q1: 292,859 shares; 2025Q2: 292,910 shares; 2025Q3: 297,735 shares; 2025Q4: 302,007 shares; 2026Q1: 316,420 shares 316,420 $14.1M 1.6% +14,413 Timeline RING 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: 170,916 shares; 2024Q4: 176,329 shares; 2025Q1: 175,646 shares; 2025Q2: 173,495 shares; 2025Q3: 172,319 shares; 2025Q4: 172,149 shares; 2026Q1: 171,160 shares 171,160 $13.5M 1.54% -989 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,828 shares; 2024Q4: 637,370 shares; 2025Q1: 714,381 shares; 2025Q2: 810,666 shares; 2025Q3: 874,998 shares; 2025Q4: 1,005,098 shares; 2026Q1: 1,080,074 shares 1,080,074 $13M 1.48% +74,976 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: 154,153 shares; 2024Q4: 168,316 shares; 2025Q1: 179,975 shares; 2025Q2: 189,123 shares; 2025Q3: 192,833 shares; 2025Q4: 203,763 shares; 2026Q1: 216,027 shares 216,027 $11.7M 1.33% +12,264 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: 34,846 shares; 2024Q4: 33,848 shares; 2025Q1: 33,587 shares; 2025Q2: 33,595 shares; 2025Q3: 31,577 shares; 2025Q4: 32,065 shares; 2026Q1: 30,619 shares 30,619 $11.4M 1.29% -1,446 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,262 shares; 2024Q4: 147,202 shares; 2025Q1: 151,563 shares; 2025Q2: 155,650 shares; 2025Q3: 163,317 shares; 2025Q4: 164,812 shares; 2026Q1: 156,093 shares 156,093 $11.2M 1.27% -8,719 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: 37,073 shares; 2024Q4: 36,889 shares; 2025Q1: 36,292 shares; 2025Q2: 36,141 shares; 2025Q3: 35,352 shares; 2025Q4: 38,673 shares; 2026Q1: 38,768 shares 38,768 $11.1M 1.27% +95 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: 37,069 shares; 2024Q4: 36,718 shares; 2025Q1: 37,466 shares; 2025Q2: 38,157 shares; 2025Q3: 37,827 shares; 2025Q4: 37,788 shares; 2026Q1: 37,749 shares 37,749 $10.8M 1.23% -39 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084,537 shares; 2024Q4: 2,105,707 shares; 2025Q1: 2,194,704 shares; 2025Q2: 2,582,010 shares; 2025Q3: 2,872,286 shares; 2025Q4: 2,958,944 shares; 2026Q1: 4,291,703 shares 4,291,703 $10.5M 1.2% +1,332,759 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,353 shares; 2024Q4: 98,243 shares; 2025Q1: 104,994 shares; 2025Q2: 107,204 shares; 2025Q3: 111,860 shares; 2025Q4: 110,693 shares; 2026Q1: 111,085 shares 111,085 $10.2M 1.16% +392 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: 15,074 shares; 2024Q4: 14,832 shares; 2025Q1: 14,783 shares; 2025Q2: 14,666 shares; 2025Q3: 14,391 shares; 2025Q4: 16,317 shares; 2026Q1: 16,699 shares 16,699 $9.55M 1.09% +382 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: 46,772 shares; 2024Q4: 46,414 shares; 2025Q1: 45,737 shares; 2025Q2: 44,987 shares; 2025Q3: 44,452 shares; 2025Q4: 43,189 shares; 2026Q1: 43,718 shares 43,718 $9.4M 1.07% +529 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,086 shares; 2024Q4: 64,021 shares; 2025Q1: 63,774 shares; 2025Q2: 63,355 shares; 2025Q3: 62,732 shares; 2025Q4: 61,741 shares; 2026Q1: 60,934 shares 60,934 $9.02M 1.03% -807 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: 28,411 shares; 2024Q4: 27,455 shares; 2025Q1: 27,029 shares; 2025Q2: 26,979 shares; 2025Q3: 26,334 shares; 2025Q4: 25,862 shares; 2026Q1: 25,175 shares 25,175 $8.51M 0.97% -687 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: 64,732 shares; 2024Q4: 69,564 shares; 2025Q1: 68,661 shares; 2025Q2: 67,258 shares; 2025Q3: 62,087 shares; 2025Q4: 64,696 shares; 2026Q1: 63,599 shares 63,599 $7.9M 0.9% -1,097 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,309 shares; 2024Q4: 135,335 shares; 2025Q1: 141,672 shares; 2025Q2: 161,981 shares; 2025Q3: 176,695 shares; 2025Q4: 185,335 shares; 2026Q1: 202,044 shares 202,044 $7.87M 0.89% +16,709 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: 8,206 shares; 2024Q4: 8,127 shares; 2025Q1: 7,778 shares; 2025Q2: 7,582 shares; 2025Q3: 7,325 shares; 2025Q4: 7,274 shares; 2026Q1: 7,220 shares 7,220 $7.19M 0.82% -54 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,814 shares; 2024Q4: 66,204 shares; 2025Q1: 63,793 shares; 2025Q2: 61,526 shares; 2025Q3: 60,327 shares; 2025Q4: 56,123 shares; 2026Q1: 54,018 shares 54,018 $6.8M 0.77% -2,105 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 22,948 shares; 2025Q1: 25,365 shares; 2025Q2: 31,564 shares; 2025Q3: 37,851 shares; 2025Q4: 100,206 shares; 2026Q1: 107,484 shares 107,484 $6.58M 0.75% +7,278 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,932 shares; 2024Q4: 94,178 shares; 2025Q1: 101,883 shares; 2025Q2: 113,548 shares; 2025Q3: 118,861 shares; 2025Q4: 115,047 shares; 2026Q1: 127,347 shares 127,347 $6.58M 0.75% +12,300 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: 55,892 shares; 2024Q4: 55,932 shares; 2025Q1: 55,564 shares; 2025Q2: 55,874 shares; 2025Q3: 55,774 shares; 2025Q4: 55,808 shares; 2026Q1: 71,203 shares 71,203 $6.3M 0.72% +15,395 Timeline IOO 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: 46,281 shares; 2024Q4: 45,686 shares; 2025Q1: 44,073 shares; 2025Q2: 43,120 shares; 2025Q3: 43,882 shares; 2025Q4: 48,065 shares; 2026Q1: 51,640 shares 51,640 $6.25M 0.71% +3,575 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: 44,584 shares; 2024Q4: 32,416 shares; 2025Q1: 32,766 shares; 2025Q2: 32,427 shares; 2025Q3: 32,253 shares; 2025Q4: 36,138 shares; 2026Q1: 35,932 shares 35,932 $6.1M 0.69% -206 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,527 shares; 2025Q2: 24,293 shares; 2025Q3: 24,302 shares; 2025Q4: 28,475 shares; 2026Q1: 28,490 shares 28,490 $6.09M 0.69% +15 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: 9,054 shares; 2024Q4: 8,966 shares; 2025Q1: 9,304 shares; 2025Q2: 9,534 shares; 2025Q3: 10,335 shares; 2025Q4: 16,870 shares; 2026Q1: 16,544 shares 16,544 $5.82M 0.66% -326 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,861 shares; 2024Q4: 485,354 shares; 2025Q1: 550,196 shares; 2025Q2: 533,525 shares; 2025Q3: 537,172 shares; 2025Q4: 526,960 shares; 2026Q1: 520,552 shares 520,552 $5.78M 0.66% -6,408 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,618 shares; 2024Q4: 80,518 shares; 2025Q1: 78,321 shares; 2025Q2: 78,991 shares; 2025Q3: 77,907 shares; 2025Q4: 75,368 shares; 2026Q1: 74,091 shares 74,091 $5.51M 0.63% -1,277 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: 19,332 shares; 2024Q4: 18,996 shares; 2025Q1: 19,019 shares; 2025Q2: 18,734 shares; 2025Q3: 18,209 shares; 2025Q4: 18,428 shares; 2026Q1: 18,603 shares 18,603 $5.47M 0.62% +175 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: 8,933 shares; 2024Q4: 9,074 shares; 2025Q1: 10,627 shares; 2025Q2: 11,185 shares; 2025Q3: 10,555 shares; 2025Q4: 11,139 shares; 2026Q1: 11,416 shares 11,416 $5.47M 0.62% +277 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,235 shares; 2024Q4: 58,286 shares; 2025Q1: 57,445 shares; 2025Q2: 56,816 shares; 2025Q3: 55,293 shares; 2025Q4: 54,215 shares; 2026Q1: 53,232 shares 53,232 $5.44M 0.62% -983 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: 3,654 shares; 2024Q4: 3,666 shares; 2025Q1: 3,847 shares; 2025Q2: 4,277 shares; 2025Q3: 14,024 shares; 2025Q4: 13,931 shares; 2026Q1: 13,919 shares 13,919 $5.43M 0.62% -12 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: 29,346 shares; 2024Q4: 31,523 shares; 2025Q1: 34,629 shares; 2025Q2: 39,599 shares; 2025Q3: 40,986 shares; 2025Q4: 44,712 shares; 2026Q1: 44,554 shares 44,554 $5.36M 0.61% -158 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: 20,589 shares; 2024Q4: 23,414 shares; 2025Q1: 26,166 shares; 2025Q2: 23,420 shares; 2025Q3: 25,726 shares; 2025Q4: 22,579 shares; 2026Q1: 22,640 shares 22,640 $4.71M 0.54% +61 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 32,704 shares; 2025Q1: 34,652 shares; 2025Q2: 36,817 shares; 2025Q3: 37,354 shares; 2025Q4: 38,875 shares; 2026Q1: 42,629 shares 42,629 $4.6M 0.52% +3,754 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: 15,788 shares; 2024Q4: 13,718 shares; 2025Q1: 13,654 shares; 2025Q2: 13,386 shares; 2025Q3: 13,573 shares; 2025Q4: 13,135 shares; 2026Q1: 13,068 shares 13,068 $4.47M 0.51% -67 Timeline VYMI 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: 40,234 shares; 2024Q4: 41,876 shares; 2025Q1: 43,269 shares; 2025Q2: 44,219 shares; 2025Q3: 45,140 shares; 2025Q4: 45,061 shares; 2026Q1: 46,048 shares 46,048 $4.34M 0.49% +987 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 reported; 2024Q4: 370 shares; 2025Q1: 384 shares; 2025Q2: 519 shares; 2025Q3: 610 shares; 2025Q4: 3,978 shares; 2026Q1: 10,181 shares 10,181 $4.32M 0.49% +6,203 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,473 shares; 2024Q4: 56,867 shares; 2025Q1: 127,916 shares; 2025Q2: 118,095 shares; 2025Q3: 117,091 shares; 2025Q4: 111,852 shares; 2026Q1: 97,438 shares 97,438 $4.3M 0.49% -14,414 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 24,018 shares; 2025Q1: 31,606 shares; 2025Q2: 46,021 shares; 2025Q3: 52,458 shares; 2025Q4: 57,469 shares; 2026Q1: 60,301 shares 60,301 $4.29M 0.49% +2,832 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: 20,706 shares; 2024Q4: 20,168 shares; 2025Q1: 32,447 shares; 2025Q2: 35,164 shares; 2025Q3: 35,206 shares; 2025Q4: 34,484 shares; 2026Q1: 34,617 shares 34,617 $4.27M 0.48% +133 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: 27,495 shares; 2024Q4: 27,690 shares; 2025Q1: 27,156 shares; 2025Q2: 26,475 shares; 2025Q3: 25,983 shares; 2025Q4: 25,862 shares; 2026Q1: 27,657 shares 27,657 $4.17M 0.47% +1,795 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: 24,163 shares; 2024Q4: 25,752 shares; 2025Q1: 26,998 shares; 2025Q2: 27,493 shares; 2025Q3: 28,499 shares; 2025Q4: 29,371 shares; 2026Q1: 32,170 shares 32,170 $4.14M 0.47% +2,799 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: 40,776 shares; 2024Q4: 42,090 shares; 2025Q1: 42,870 shares; 2025Q2: 43,728 shares; 2025Q3: 43,480 shares; 2025Q4: 43,563 shares; 2026Q1: 43,873 shares 43,873 $4.12M 0.47% +310 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,652 shares; 2024Q4: 154,732 shares; 2025Q1: 152,692 shares; 2025Q2: 145,918 shares; 2025Q3: 147,032 shares; 2025Q4: 148,309 shares; 2026Q1: 146,955 shares 146,955 $4.11M 0.47% -1,354 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: 209,503 shares; 2024Q4: 207,888 shares; 2025Q1: 207,285 shares; 2025Q2: 189,299 shares; 2025Q3: 192,323 shares; 2025Q4: 209,368 shares; 2026Q1: 211,704 shares 211,704 $4.09M 0.46% +2,336 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,815 shares; 2024Q4: 81,050 shares; 2025Q1: 81,585 shares; 2025Q2: 85,354 shares; 2025Q3: 86,858 shares; 2025Q4: 89,330 shares; 2026Q1: 90,256 shares 90,256 $4.07M 0.46% +926 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: 11,271 shares; 2024Q4: 11,232 shares; 2025Q1: 11,288 shares; 2025Q2: 11,676 shares; 2025Q3: 11,735 shares; 2025Q4: 11,199 shares; 2026Q1: 11,259 shares 11,259 $4.03M 0.46% +60 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,313 shares; 2026Q1: 32,744 shares 32,744 $3.97M 0.45% +431 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: 26,258 shares; 2024Q4: 26,646 shares; 2025Q1: 27,667 shares; 2025Q2: 28,191 shares; 2025Q3: 28,429 shares; 2025Q4: 28,789 shares; 2026Q1: 29,377 shares 29,377 $3.85M 0.44% +588 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: 19,207 shares; 2024Q4: 18,642 shares; 2025Q1: 18,310 shares; 2025Q2: 18,133 shares; 2025Q3: 19,591 shares; 2025Q4: 18,958 shares; 2026Q1: 18,400 shares 18,400 $3.81M 0.43% -558 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: 16,587 shares; 2024Q4: 16,002 shares; 2025Q1: 15,579 shares; 2025Q2: 14,778 shares; 2025Q3: 14,852 shares; 2025Q4: 14,939 shares; 2026Q1: 15,121 shares 15,121 $3.67M 0.42% +182 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: 55,387 shares; 2024Q4: 59,114 shares; 2025Q1: 75,384 shares; 2025Q2: 74,400 shares; 2025Q3: 70,185 shares; 2025Q4: 47,882 shares; 2026Q1: 62,092 shares 62,092 $3.65M 0.41% +14,210 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 64,535 shares; 2025Q1: 63,352 shares; 2025Q2: 61,828 shares; 2025Q3: 60,435 shares; 2025Q4: 59,245 shares; 2026Q1: 59,806 shares 59,806 $3.53M 0.4% +561 Timeline REMX 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: 29,458 shares; 2024Q4: 33,282 shares; 2025Q1: 36,316 shares; 2025Q2: 45,258 shares; 2025Q3: 44,095 shares; 2025Q4: 40,198 shares; 2026Q1: 39,414 shares 39,414 $3.47M 0.39% -784 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: 20,957 shares; 2024Q4: 22,426 shares; 2025Q1: 23,600 shares; 2025Q2: 24,413 shares; 2025Q3: 24,680 shares; 2025Q4: 25,622 shares; 2026Q1: 26,212 shares 26,212 $3.46M 0.39% +590 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 16,686 shares; 2025Q1: 15,376 shares; 2025Q2: 15,749 shares; 2025Q3: 16,522 shares; 2025Q4: 16,955 shares; 2026Q1: 17,561 shares 17,561 $3.46M 0.39% +606 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: 17,400 shares; 2024Q4: 18,214 shares; 2025Q1: 19,483 shares; 2025Q2: 20,304 shares; 2025Q3: 20,969 shares; 2025Q4: 21,418 shares; 2026Q1: 22,248 shares 22,248 $3.45M 0.39% +830 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: 33,185 shares; 2024Q4: 35,826 shares; 2025Q1: 37,034 shares; 2025Q2: 37,821 shares; 2025Q3: 38,080 shares; 2025Q4: 38,562 shares; 2026Q1: 39,773 shares 39,773 $3.45M 0.39% +1,211 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: 11,437 shares; 2024Q4: 11,587 shares; 2025Q1: 11,581 shares; 2025Q2: 11,472 shares; 2025Q3: 11,473 shares; 2025Q4: 11,500 shares; 2026Q1: 11,368 shares 11,368 $3.44M 0.39% -132 Timeline MCHI 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: 22,351 shares; 2024Q4: 25,545 shares; 2025Q1: 35,835 shares; 2025Q2: 42,456 shares; 2025Q3: 46,240 shares; 2025Q4: 54,232 shares; 2026Q1: 59,166 shares 59,166 $3.32M 0.38% +4,934 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,492 shares; 2024Q4: 174,524 shares; 2025Q1: 221,033 shares; 2025Q2: 246,092 shares; 2025Q3: 260,132 shares; 2025Q4: 297,577 shares; 2026Q1: 312,661 shares 312,661 $3.32M 0.38% +15,084 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,549 shares; 2025Q3: 3,513 shares; 2025Q4: 3,469 shares; 2026Q1: 3,445 shares 3,445 $3.31M 0.38% -24 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 38,621 shares; 2025Q1: 53,620 shares; 2025Q2: 58,521 shares; 2025Q3: 57,810 shares; 2025Q4: 57,707 shares; 2026Q1: 59,601 shares 59,601 $3.17M 0.36% +1,894 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: 45,098 shares; 2024Q4: 43,405 shares; 2025Q1: 42,887 shares; 2025Q2: 40,712 shares; 2025Q3: 38,728 shares; 2025Q4: 35,919 shares; 2026Q1: 35,223 shares 35,223 $3.16M 0.36% -696 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,187 shares; 2025Q2: 18,149 shares; 2025Q3: 18,351 shares; 2025Q4: 19,474 shares; 2026Q1: 20,525 shares 20,525 $3.11M 0.35% +1,051 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 14,685 shares; 2025Q1: 15,724 shares; 2025Q2: 15,645 shares; 2025Q3: 15,685 shares; 2025Q4: 15,474 shares; 2026Q1: 15,493 shares 15,493 $3.08M 0.35% +19 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: 1,601 shares; 2024Q4: 1,610 shares; 2025Q1: 1,760 shares; 2025Q2: 3,023 shares; 2025Q3: 2,936 shares; 2025Q4: 3,409 shares; 2026Q1: 3,506 shares 3,506 $3.06M 0.35% +97 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: 2,319 shares; 2024Q4: 3,015 shares; 2025Q1: 5,129 shares; 2025Q2: 5,063 shares; 2025Q3: 4,784 shares; 2025Q4: 4,957 shares; 2026Q1: 3,616 shares 3,616 $3.06M 0.35% -1,341 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: 4,828 shares; 2024Q4: 4,597 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,540 shares; 2025Q4: 4,412 shares; 2026Q1: 5,062 shares 5,062 $3.02M 0.34% +650 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: 13,339 shares; 2024Q4: 14,292 shares; 2025Q1: 14,274 shares; 2025Q2: 13,520 shares; 2025Q3: 13,536 shares; 2025Q4: 12,961 shares; 2026Q1: 12,213 shares 12,213 $2.99M 0.34% -748 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: 3,773 shares; 2024Q4: 3,808 shares; 2025Q1: 2,343 shares; 2025Q2: 2,307 shares; 2025Q3: 2,292 shares; 2025Q4: 2,716 shares; 2026Q1: 4,179 shares 4,179 $2.96M 0.34% +1,463 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 33,039 shares; 2025Q1: 32,758 shares; 2025Q2: 32,302 shares; 2025Q3: 32,337 shares; 2025Q4: 32,535 shares; 2026Q1: 32,282 shares 32,282 $2.92M 0.33% -253 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 65,230 shares; 2025Q1: 69,745 shares; 2025Q2: 75,545 shares; 2025Q3: 81,059 shares; 2025Q4: 84,699 shares; 2026Q1: 85,573 shares 85,573 $2.9M 0.33% +874 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,934 shares; 2025Q4: 52,279 shares; 2026Q1: 81,512 shares 81,512 $2.9M 0.33% +29,233 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: 10,143 shares; 2024Q4: 10,010 shares; 2025Q1: 9,756 shares; 2025Q2: 9,687 shares; 2025Q3: 9,575 shares; 2025Q4: 9,024 shares; 2026Q1: 8,967 shares 8,967 $2.88M 0.33% -57 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,248 shares; 2025Q1: 16,376 shares; 2025Q2: 27,282 shares; 2025Q3: 30,804 shares; 2025Q4: 32,568 shares; 2026Q1: 29,111 shares 29,111 $2.85M 0.32% -3,457 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: 15,833 shares; 2024Q4: 14,249 shares; 2025Q1: 13,099 shares; 2025Q2: 12,894 shares; 2025Q3: 13,450 shares; 2025Q4: 14,488 shares; 2026Q1: 14,437 shares 14,437 $2.78M 0.32% -51 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,559 shares; 2024Q4: 66,864 shares; 2025Q1: 65,760 shares; 2025Q2: 65,790 shares; 2025Q3: 62,736 shares; 2025Q4: 61,476 shares; 2026Q1: 62,651 shares 62,651 $2.67M 0.3% +1,175 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: 5,046 shares; 2024Q4: 4,548 shares; 2025Q1: 4,229 shares; 2025Q2: 4,058 shares; 2025Q3: 4,007 shares; 2025Q4: 4,323 shares; 2026Q1: 4,396 shares 4,396 $2.66M 0.3% +73 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: 7,994 shares; 2024Q4: 5,779 shares; 2025Q1: 18,708 shares; 2025Q2: 15,873 shares; 2025Q3: 15,668 shares; 2025Q4: 23,380 shares; 2026Q1: 24,134 shares 24,134 $2.61M 0.3% +754 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: 10,112 shares; 2024Q4: 10,339 shares; 2025Q1: 11,512 shares; 2025Q2: 11,233 shares; 2025Q3: 11,169 shares; 2025Q4: 11,108 shares; 2026Q1: 13,838 shares 13,838 $2.58M 0.29% +2,730 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,298 shares; 2024Q4: 14,264 shares; 2025Q1: 14,101 shares; 2025Q2: 14,217 shares; 2025Q3: 14,287 shares; 2025Q4: 14,145 shares; 2026Q1: 13,999 shares 13,999 $2.58M 0.29% -146 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,622 shares; 2026Q1: 32,671 shares 32,671 $2.53M 0.29% +18,049 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: 3,915 shares; 2024Q4: 3,886 shares; 2025Q1: 4,027 shares; 2025Q2: 3,799 shares; 2025Q3: 6,725 shares; 2025Q4: 8,045 shares; 2026Q1: 12,297 shares 12,297 $2.5M 0.28% +4,252 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,166 shares; 2024Q4: 134,875 shares; 2025Q1: 136,122 shares; 2025Q2: 143,098 shares; 2025Q3: 149,258 shares; 2025Q4: 154,325 shares; 2026Q1: 149,558 shares 149,558 $2.43M 0.28% -4,767 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: 61,863 shares; 2024Q4: 57,396 shares; 2025Q1: 52,881 shares; 2025Q2: 43,853 shares; 2025Q3: 41,027 shares; 2025Q4: 38,355 shares; 2026Q1: 34,455 shares 34,455 $2.42M 0.27% -3,900 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,712 shares; 2025Q1: 2,634 shares; 2025Q2: 2,763 shares; 2025Q3: 2,810 shares; 2025Q4: 2,785 shares; 2026Q1: 2,568 shares 2,568 $2.36M 0.27% -217 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: 8,351 shares; 2024Q4: 8,322 shares; 2025Q1: 8,164 shares; 2025Q2: 8,155 shares; 2025Q3: 8,298 shares; 2025Q4: 12,217 shares; 2026Q1: 16,006 shares 16,006 $2.35M 0.27% +3,789 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,265 shares; 2024Q4: 11,669 shares; 2025Q1: 12,138 shares; 2025Q2: 12,374 shares; 2025Q3: 12,658 shares; 2025Q4: 13,111 shares; 2026Q1: 13,401 shares 13,401 $2.31M 0.26% +290 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,322 shares; 2024Q4: 32,879 shares; 2025Q1: 30,235 shares; 2025Q2: 28,648 shares; 2025Q3: 31,064 shares; 2025Q4: 30,131 shares; 2026Q1: 29,338 shares 29,338 $2.3M 0.26% -793 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 52,286 shares; 2025Q1: 48,732 shares; 2025Q2: 46,905 shares; 2025Q3: 46,906 shares; 2025Q4: 46,377 shares; 2026Q1: 45,754 shares 45,754 $2.28M 0.26% -623 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,948 shares; 2024Q4: 68,643 shares; 2025Q1: 77,264 shares; 2025Q2: 76,309 shares; 2025Q3: 76,361 shares; 2025Q4: 79,221 shares; 2026Q1: 78,316 shares 78,316 $2.28M 0.26% -905 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 15,318 shares; 2025Q1: 16,407 shares; 2025Q2: 19,789 shares; 2025Q3: 21,595 shares; 2025Q4: 24,057 shares; 2026Q1: 29,697 shares 29,697 $2.27M 0.26% +5,640 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,629 shares; 2025Q2: 6,143 shares; 2025Q3: 8,087 shares; 2025Q4: 8,323 shares; 2026Q1: 8,788 shares 8,788 $2.19M 0.25% +465 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: 21,088 shares; 2024Q4: 22,608 shares; 2025Q1: 22,672 shares; 2025Q2: 21,545 shares; 2025Q3: 21,674 shares; 2025Q4: 21,725 shares; 2026Q1: 21,756 shares 21,756 $2.18M 0.25% +31 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: 2,156 shares; 2024Q4: 2,081 shares; 2025Q1: 2,615 shares; 2025Q2: 2,134 shares; 2025Q3: 2,222 shares; 2025Q4: 27,090 shares; 2026Q1: 22,579 shares 22,579 $2.17M 0.25% -4,511 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,758 shares; 2025Q4: 34,557 shares; 2026Q1: 33,778 shares 33,778 $2.17M 0.25% -779 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: 15,616 shares; 2024Q4: 15,551 shares; 2025Q1: 15,766 shares; 2025Q2: 15,674 shares; 2025Q3: 15,626 shares; 2025Q4: 15,511 shares; 2026Q1: 15,453 shares 15,453 $2.14M 0.24% -58 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 11,989 shares; 2025Q1: 18,362 shares; 2025Q2: 26,288 shares; 2025Q3: 38,289 shares; 2025Q4: 53,496 shares; 2026Q1: 51,262 shares 51,262 $2.14M 0.24% -2,234 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,924 shares; 2025Q1: 9,818 shares; 2025Q2: 9,788 shares; 2025Q3: 9,850 shares; 2025Q4: 9,731 shares; 2026Q1: 9,804 shares 9,804 $2.13M 0.24% +73 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,514 shares; 2024Q4: 4,789 shares; 2025Q1: 4,888 shares; 2025Q2: 5,063 shares; 2025Q3: 12,196 shares; 2025Q4: 58,513 shares; 2026Q1: 66,531 shares 66,531 $2.13M 0.24% +8,018 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: 3,683 shares; 2024Q4: 3,671 shares; 2025Q1: 3,851 shares; 2025Q2: 3,620 shares; 2025Q3: 4,145 shares; 2025Q4: 4,265 shares; 2026Q1: 4,488 shares 4,488 $2.07M 0.24% +223 Timeline DES 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: 56,419 shares; 2024Q4: 58,015 shares; 2025Q1: 58,150 shares; 2025Q2: 57,614 shares; 2025Q3: 58,400 shares; 2025Q4: 58,099 shares; 2026Q1: 57,080 shares 57,080 $2.05M 0.23% -1,019 Timeline USMV 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: 28,201 shares; 2024Q4: 26,816 shares; 2025Q1: 25,665 shares; 2025Q2: 23,689 shares; 2025Q3: 22,830 shares; 2025Q4: 22,200 shares; 2026Q1: 21,950 shares 21,950 $2.04M 0.23% -250 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: 15,024 shares; 2024Q4: 15,230 shares; 2025Q1: 15,492 shares; 2025Q2: 14,377 shares; 2025Q3: 13,532 shares; 2025Q4: 14,406 shares; 2026Q1: 14,801 shares 14,801 $2.01M 0.23% +395 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 21,784 shares; 2025Q1: 31,485 shares; 2025Q2: 37,294 shares; 2025Q3: 42,927 shares; 2025Q4: 48,400 shares; 2026Q1: 51,896 shares 51,896 $1.96M 0.22% +3,496 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 13,162 shares; 2025Q3: 13,037 shares; 2025Q4: 14,986 shares; 2026Q1: 15,891 shares 15,891 $1.95M 0.22% +905 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: 6,791 shares; 2024Q4: 6,830 shares; 2025Q1: 6,356 shares; 2025Q2: 6,354 shares; 2025Q3: 6,500 shares; 2025Q4: 6,516 shares; 2026Q1: 6,715 shares 6,715 $1.91M 0.22% +199 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,021 shares; 2024Q4: 116,736 shares; 2025Q1: 163,531 shares; 2025Q2: 276,851 shares; 2025Q3: 311,501 shares; 2025Q4: 321,471 shares; 2026Q1: 287,261 shares 287,261 $1.9M 0.22% -34,210 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: 19,748 shares; 2024Q4: 20,093 shares; 2025Q1: 21,717 shares; 2025Q2: 24,260 shares; 2025Q3: 24,712 shares; 2025Q4: 25,987 shares; 2026Q1: 26,111 shares 26,111 $1.9M 0.22% +124 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,275 shares; 2024Q4: 21,130 shares; 2025Q1: 25,738 shares; 2025Q2: 30,404 shares; 2025Q3: 29,889 shares; 2025Q4: 29,532 shares; 2026Q1: 30,011 shares 30,011 $1.9M 0.22% +479 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,683 shares; 2024Q4: 34,188 shares; 2025Q1: 36,280 shares; 2025Q2: 37,785 shares; 2025Q3: 39,975 shares; 2025Q4: 36,226 shares; 2026Q1: 31,647 shares 31,647 $1.87M 0.21% -4,579 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,447 shares; 2026Q1: 31,660 shares 31,660 $1.87M 0.21% +11,213 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 reported; 2024Q4: not reported; 2025Q1: 7,580 shares; 2025Q2: 7,860 shares; 2025Q3: 8,113 shares; 2025Q4: 7,432 shares; 2026Q1: 6,426 shares 6,426 $1.87M 0.21% -1,006 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: 1,279 shares; 2024Q4: 1,238 shares; 2025Q1: 1,368 shares; 2025Q2: 1,293 shares; 2025Q3: 1,319 shares; 2025Q4: 7,341 shares; 2026Q1: 17,810 shares 17,810 $1.86M 0.21% +10,469 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,368 shares; 2024Q4: 65,805 shares; 2025Q1: 69,874 shares; 2025Q2: 73,156 shares; 2025Q3: 76,407 shares; 2025Q4: 80,684 shares; 2026Q1: 85,144 shares 85,144 $1.86M 0.21% +4,460 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: 5,553 shares; 2024Q4: 5,545 shares; 2025Q1: 5,557 shares; 2025Q2: 5,555 shares; 2025Q3: 5,505 shares; 2025Q4: 5,513 shares; 2026Q1: 5,479 shares 5,479 $1.8M 0.2% -34 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,286 shares; 2024Q4: 91,693 shares; 2025Q1: 98,574 shares; 2025Q2: 104,941 shares; 2025Q3: 110,359 shares; 2025Q4: 116,480 shares; 2026Q1: 119,812 shares 119,812 $1.8M 0.2% +3,332 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 18,557 shares; 2025Q1: 23,286 shares; 2025Q2: 23,928 shares; 2025Q3: 27,252 shares; 2025Q4: 34,018 shares; 2026Q1: 35,139 shares 35,139 $1.79M 0.2% +1,121 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: 128,321 shares; 2024Q4: 133,939 shares; 2025Q1: 142,194 shares; 2025Q2: 145,191 shares; 2025Q3: 151,062 shares; 2025Q4: 71,983 shares; 2026Q1: 62,102 shares 62,102 $1.78M 0.2% -9,881 Timeline DVYE 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: 32,259 shares; 2024Q4: 34,585 shares; 2025Q1: 36,652 shares; 2025Q2: 39,206 shares; 2025Q3: 44,798 shares; 2025Q4: 47,739 shares; 2026Q1: 49,692 shares 49,692 $1.71M 0.19% +1,953 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,026 shares; 2025Q1: 5,136 shares; 2025Q2: 5,235 shares; 2025Q3: 5,178 shares; 2025Q4: 5,105 shares; 2026Q1: 5,004 shares 5,004 $1.69M 0.19% -101 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: 898 shares; 2024Q4: 1,213 shares; 2025Q1: 1,198 shares; 2025Q2: 1,293 shares; 2025Q3: 1,288 shares; 2025Q4: 1,295 shares; 2026Q1: 1,262 shares 1,262 $1.67M 0.19% -33 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: 44,001 shares; 2024Q4: 40,498 shares; 2025Q1: 39,311 shares; 2025Q2: 34,416 shares; 2025Q3: 36,983 shares; 2025Q4: 35,038 shares; 2026Q1: 32,341 shares 32,341 $1.62M 0.18% -2,697 Timeline GDXJ 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: 7,939 shares; 2024Q4: 7,944 shares; 2025Q1: 8,469 shares; 2025Q2: 9,834 shares; 2025Q3: 11,690 shares; 2025Q4: 12,721 shares; 2026Q1: 13,409 shares 13,409 $1.61M 0.18% +688 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,550 shares; 2024Q4: 31,723 shares; 2025Q1: 31,316 shares; 2025Q2: 31,255 shares; 2025Q3: 30,532 shares; 2025Q4: 30,663 shares; 2026Q1: 30,542 shares 30,542 $1.57M 0.18% -121 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: 57,038 shares; 2024Q4: 52,018 shares; 2025Q1: 71,198 shares; 2025Q2: 63,483 shares; 2025Q3: 44,719 shares; 2025Q4: 54,577 shares; 2026Q1: 54,084 shares 54,084 $1.57M 0.18% -493 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 3,377 shares; 2025Q1: 7,639 shares; 2025Q2: 7,538 shares; 2025Q3: 7,425 shares; 2025Q4: 7,618 shares; 2026Q1: 7,553 shares 7,553 $1.57M 0.18% -65 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 6,938 shares; 2025Q1: 7,214 shares; 2025Q2: 7,412 shares; 2025Q3: 7,711 shares; 2025Q4: 8,256 shares; 2026Q1: 10,473 shares 10,473 $1.53M 0.17% +2,217 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 12,248 shares; 2025Q1: 12,083 shares; 2025Q2: 11,988 shares; 2025Q3: 11,713 shares; 2025Q4: 11,488 shares; 2026Q1: 11,233 shares 11,233 $1.52M 0.17% -255 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: 9,549 shares; 2024Q4: 8,920 shares; 2025Q1: 10,760 shares; 2025Q2: 9,902 shares; 2025Q3: 7,223 shares; 2025Q4: 7,164 shares; 2026Q1: 7,058 shares 7,058 $1.48M 0.17% -106 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 24,549 shares; 2025Q1: 24,264 shares; 2025Q2: 27,752 shares; 2025Q3: 34,050 shares; 2025Q4: 59,785 shares; 2026Q1: 60,480 shares 60,480 $1.48M 0.17% +695 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,550 shares; 2025Q1: 4,728 shares; 2025Q2: 5,124 shares; 2025Q3: 5,189 shares; 2025Q4: 5,455 shares; 2026Q1: 5,570 shares 5,570 $1.46M 0.17% +115 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: 20,190 shares; 2024Q4: 20,158 shares; 2025Q1: 20,093 shares; 2025Q2: 19,125 shares; 2025Q3: 17,925 shares; 2025Q4: 17,652 shares; 2026Q1: 17,762 shares 17,762 $1.42M 0.16% +110 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: 795 shares; 2024Q4: 2,127 shares; 2025Q1: 2,072 shares; 2025Q2: 1,526 shares; 2025Q3: 1,487 shares; 2025Q4: 1,484 shares; 2026Q1: 8,668 shares 8,668 $1.39M 0.16% +7,184 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,596 shares; 2024Q4: 58,293 shares; 2025Q1: 63,795 shares; 2025Q2: 113,354 shares; 2025Q3: 115,571 shares; 2025Q4: 167,758 shares; 2026Q1: 227,971 shares 227,971 $1.37M 0.16% +60,213 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 382 shares; 2025Q1: 395 shares; 2025Q2: 392 shares; 2025Q3: 410 shares; 2025Q4: 1,452 shares; 2026Q1: 1,567 shares 1,567 $1.36M 0.15% +115 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,211 shares; 2024Q4: 22,506 shares; 2025Q1: 22,739 shares; 2025Q2: 21,913 shares; 2025Q3: 21,889 shares; 2025Q4: 21,734 shares; 2026Q1: 22,137 shares 22,137 $1.35M 0.15% +403 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,994 shares; 2024Q4: 48,057 shares; 2025Q1: 29,341 shares; 2025Q2: 29,869 shares; 2025Q3: 27,289 shares; 2025Q4: 28,024 shares; 2026Q1: 27,810 shares 27,810 $1.34M 0.15% -214 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares; 2025Q4: 2,245 shares; 2026Q1: 2,443 shares 2,443 $1.34M 0.15% +198 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,209 shares; 2024Q4: 36,014 shares; 2025Q1: 41,671 shares; 2025Q2: 46,197 shares; 2025Q3: 46,125 shares; 2025Q4: 47,490 shares; 2026Q1: 47,447 shares 47,447 $1.33M 0.15% -43 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,294 shares; 2025Q1: 8,180 shares; 2025Q2: 7,861 shares; 2025Q3: 7,897 shares; 2025Q4: 7,753 shares; 2026Q1: 9,315 shares 9,315 $1.31M 0.15% +1,562 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,991 shares; 2024Q4: 112,168 shares; 2025Q1: 123,905 shares; 2025Q2: 128,988 shares; 2025Q3: 136,488 shares; 2025Q4: 164,161 shares; 2026Q1: 204,391 shares 204,391 $1.3M 0.15% +40,230 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,903 shares; 2024Q4: 60,750 shares; 2025Q1: 74,289 shares; 2025Q2: 78,285 shares; 2025Q3: 85,869 shares; 2025Q4: 82,508 shares; 2026Q1: 81,816 shares 81,816 $1.3M 0.15% -692 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: 2,515 shares; 2024Q4: 2,505 shares; 2025Q1: 2,443 shares; 2025Q2: 2,804 shares; 2025Q3: 2,960 shares; 2025Q4: 2,947 shares; 2026Q1: 2,968 shares 2,968 $1.3M 0.15% +21 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 10,711 shares; 2025Q1: 11,931 shares; 2025Q2: 16,527 shares; 2025Q3: 23,951 shares; 2025Q4: 31,728 shares; 2026Q1: 70,566 shares 70,566 $1.29M 0.15% +38,838 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: 6,070 shares; 2024Q4: 10,990 shares; 2025Q1: 10,960 shares; 2025Q2: 12,387 shares; 2025Q3: 9,833 shares; 2025Q4: 9,020 shares; 2026Q1: 9,171 shares 9,171 $1.28M 0.15% +151 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,074 shares; 2024Q4: 13,915 shares; 2025Q1: 15,487 shares; 2025Q2: 14,594 shares; 2025Q3: 12,922 shares; 2025Q4: 13,683 shares; 2026Q1: 13,248 shares 13,248 $1.27M 0.14% -435 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,642 shares; 2024Q4: 23,647 shares; 2025Q1: 29,271 shares; 2025Q2: 34,357 shares; 2025Q3: 34,697 shares; 2025Q4: 38,398 shares; 2026Q1: 44,668 shares 44,668 $1.27M 0.14% +6,270 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 31,576 shares; 2025Q1: 30,871 shares; 2025Q2: 31,269 shares; 2025Q3: 31,740 shares; 2025Q4: 32,858 shares; 2026Q1: 33,011 shares 33,011 $1.27M 0.14% +153 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 26,315 shares; 2025Q1: 25,613 shares; 2025Q2: 22,249 shares; 2025Q3: 19,577 shares; 2025Q4: 17,912 shares; 2026Q1: 16,919 shares 16,919 $1.26M 0.14% -993 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: 1,667 shares; 2024Q4: 1,038 shares; 2025Q1: 946 shares; 2025Q2: 907 shares; 2025Q3: 1,008 shares; 2025Q4: 4,471 shares; 2026Q1: 6,354 shares 6,354 $1.26M 0.14% +1,883 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,690 shares; 2024Q4: 19,540 shares; 2025Q1: 24,298 shares; 2025Q2: 30,783 shares; 2025Q3: 39,228 shares; 2025Q4: 43,608 shares; 2026Q1: 42,250 shares 42,250 $1.26M 0.14% -1,358 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 22,781 shares; 2025Q1: 24,352 shares; 2025Q2: 22,583 shares; 2025Q3: 22,989 shares; 2025Q4: 25,246 shares; 2026Q1: 24,700 shares 24,700 $1.24M 0.14% -546 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 7,567 shares; 2025Q1: 8,369 shares; 2025Q2: 10,778 shares; 2025Q3: 10,217 shares; 2025Q4: 10,149 shares; 2026Q1: 10,131 shares 10,131 $1.22M 0.14% -18 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 19,894 shares; 2025Q1: not reported; 2025Q2: 23,135 shares; 2025Q3: 21,403 shares; 2025Q4: 19,979 shares; 2026Q1: 19,979 shares 19,979 $1.22M 0.14% 0 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: 2,550 shares; 2024Q4: 2,516 shares; 2025Q1: 2,482 shares; 2025Q2: 2,497 shares; 2025Q3: 2,485 shares; 2025Q4: 1,883 shares; 2026Q1: 2,106 shares 2,106 $1.22M 0.14% +223 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,617 shares; 2025Q1: 13,593 shares; 2025Q2: 12,946 shares; 2025Q3: 11,239 shares; 2025Q4: 11,384 shares; 2026Q1: 11,234 shares 11,234 $1.2M 0.14% -150 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: 5,791 shares; 2024Q4: 5,556 shares; 2025Q1: 5,414 shares; 2025Q2: 5,516 shares; 2025Q3: 5,318 shares; 2025Q4: 4,986 shares; 2026Q1: 4,940 shares 4,940 $1.2M 0.14% -46 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 12,072 shares; 2025Q1: 11,778 shares; 2025Q2: 13,112 shares; 2025Q3: 13,597 shares; 2025Q4: 13,522 shares; 2026Q1: 19,163 shares 19,163 $1.2M 0.14% +5,641 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,061 shares 33,061 $1.16M 0.13% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,371 shares; 2025Q1: 8,078 shares; 2025Q2: 8,000 shares; 2025Q3: 8,303 shares; 2025Q4: 9,035 shares; 2026Q1: 9,257 shares 9,257 $1.16M 0.13% +222 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,529 shares; 2025Q1: 8,848 shares; 2025Q2: 9,589 shares; 2025Q3: 11,072 shares; 2025Q4: 10,787 shares; 2026Q1: 11,644 shares 11,644 $1.15M 0.13% +857 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,466 shares; 2025Q3: 3,147 shares; 2025Q4: 4,856 shares; 2026Q1: 5,507 shares 5,507 $1.15M 0.13% +651 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 5,793 shares; 2026Q1: 5,621 shares 5,621 $1.14M 0.13% -172 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 197 shares; 2025Q1: 792 shares; 2025Q2: 938 shares; 2025Q3: 953 shares; 2025Q4: 944 shares; 2026Q1: 945 shares 945 $1.13M 0.13% +1 XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,238 shares; 2025Q1: 6,191 shares; 2025Q2: 7,711 shares; 2025Q3: 8,374 shares; 2025Q4: 8,791 shares; 2026Q1: 8,809 shares 8,809 $1.13M 0.13% +18 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,842 shares; 2026Q1: 18,933 shares 18,933 $1.12M 0.13% +11,091 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 13,336 shares; 2025Q1: 13,393 shares; 2025Q2: 12,538 shares; 2025Q3: 12,125 shares; 2025Q4: 11,198 shares; 2026Q1: 10,147 shares 10,147 $1.12M 0.13% -1,051 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: 21,369 shares; 2024Q4: 25,259 shares; 2025Q1: 32,224 shares; 2025Q2: 33,969 shares; 2025Q3: 39,220 shares; 2025Q4: 46,369 shares; 2026Q1: 46,563 shares 46,563 $1.11M 0.13% +194 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,655 shares; 2024Q4: 90,682 shares; 2025Q1: 97,602 shares; 2025Q2: 126,269 shares; 2025Q3: 112,454 shares; 2025Q4: 118,900 shares; 2026Q1: 126,648 shares 126,648 $1.11M 0.13% +7,748 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,288 shares; 2025Q1: 2,278 shares; 2025Q2: 2,286 shares; 2025Q3: 2,394 shares; 2025Q4: 2,476 shares; 2026Q1: 2,572 shares 2,572 $1.11M 0.13% +96 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: 4,312 shares; 2024Q4: 3,308 shares; 2025Q1: 3,226 shares; 2025Q2: 3,167 shares; 2025Q3: 3,156 shares; 2025Q4: 3,241 shares; 2026Q1: 3,209 shares 3,209 $1.1M 0.13% -32 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,600 shares; 2025Q1: 1,057 shares; 2025Q2: 1,047 shares; 2025Q3: 3,154 shares; 2025Q4: 4,340 shares; 2026Q1: 5,541 shares 5,541 $1.09M 0.12% +1,201 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 1,509 shares; 2026Q1: 1,553 shares 1,553 $1.09M 0.12% +44 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,321 shares; 2024Q4: 34,807 shares; 2025Q1: 39,886 shares; 2025Q2: 41,014 shares; 2025Q3: 43,166 shares; 2025Q4: 49,122 shares; 2026Q1: 59,074 shares 59,074 $1.09M 0.12% +9,952 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,906 shares; 2024Q4: 61,784 shares; 2025Q1: 67,508 shares; 2025Q2: 107,822 shares; 2025Q3: 113,244 shares; 2025Q4: 159,073 shares; 2026Q1: 297,827 shares 297,827 $1.08M 0.12% +138,754 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,264 shares; 2024Q4: 50,106 shares; 2025Q1: 50,586 shares; 2025Q2: 55,579 shares; 2025Q3: 47,824 shares; 2025Q4: 46,820 shares; 2026Q1: 44,753 shares 44,753 $1.07M 0.12% -2,067 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 42,897 shares; 2025Q1: 43,047 shares; 2025Q2: 42,512 shares; 2025Q3: 42,917 shares; 2025Q4: 41,881 shares; 2026Q1: 39,542 shares 39,542 $1.06M 0.12% -2,339 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: 11,041 shares; 2024Q4: 8,413 shares; 2025Q1: 8,260 shares; 2025Q2: 8,275 shares; 2025Q3: 8,248 shares; 2025Q4: 7,481 shares; 2026Q1: 7,335 shares 7,335 $1.06M 0.12% -146 Timeline VOC VOC ENERGY TR More: the full row for VOC ENERGY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,900 shares; 2024Q4: 204,339 shares; 2025Q1: 231,098 shares; 2025Q2: 276,729 shares; 2025Q3: 310,742 shares; 2025Q4: 309,182 shares; 2026Q1: 302,982 shares 302,982 $1.05M 0.12% -6,200 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,887 shares; 2025Q2: 83,839 shares; 2025Q3: 211,039 shares; 2025Q4: 346,097 shares; 2026Q1: 400,521 shares 400,521 $1.05M 0.12% +54,424 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: 2,479 shares; 2024Q4: 2,542 shares; 2025Q1: 2,526 shares; 2025Q2: 2,376 shares; 2025Q3: 2,686 shares; 2025Q4: 3,256 shares; 2026Q1: 4,731 shares 4,731 $1.03M 0.12% +1,475 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 9,178 shares; 2025Q1: 9,954 shares; 2025Q2: 10,621 shares; 2025Q3: 13,523 shares; 2025Q4: 13,233 shares; 2026Q1: 13,101 shares 13,101 $1.02M 0.12% -132 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,112 shares; 2024Q4: 27,881 shares; 2025Q1: 28,409 shares; 2025Q2: 31,422 shares; 2025Q3: 32,816 shares; 2025Q4: 33,852 shares; 2026Q1: 34,392 shares 34,392 $1.01M 0.12% +540 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,355 shares; 2026Q1: 28,361 shares 28,361 $1.01M 0.11% +12,006 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: 2,167 shares; 2024Q4: 1,623 shares; 2025Q1: 1,593 shares; 2025Q2: 1,182 shares; 2025Q3: 1,421 shares; 2025Q4: 1,298 shares; 2026Q1: 1,529 shares 1,529 $999K 0.11% +231 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: 8,743 shares; 2024Q4: 11,681 shares; 2025Q1: 12,321 shares; 2025Q2: 11,381 shares; 2025Q3: 10,575 shares; 2025Q4: 10,549 shares; 2026Q1: 10,569 shares 10,569 $986K 0.11% +20 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: 18,554 shares; 2024Q4: 18,530 shares; 2025Q1: 18,354 shares; 2025Q2: 16,015 shares; 2025Q3: 16,437 shares; 2025Q4: 16,270 shares; 2026Q1: 15,972 shares 15,972 $969K 0.11% -298 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,284 shares; 2024Q4: 157,171 shares; 2025Q1: 166,071 shares; 2025Q2: 165,457 shares; 2025Q3: 175,170 shares; 2025Q4: 198,857 shares; 2026Q1: 220,375 shares 220,375 $967K 0.11% +21,518 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 8,059 shares; 2025Q1: 8,018 shares; 2025Q2: 7,879 shares; 2025Q3: 8,409 shares; 2025Q4: 9,129 shares; 2026Q1: 7,763 shares 7,763 $965K 0.11% -1,366 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,690 shares; 2024Q4: 12,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 12,981 shares; 2026Q1: 13,101 shares 13,101 $963K 0.11% +120 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 3,246 shares; 2025Q3: 3,951 shares; 2025Q4: 4,912 shares; 2026Q1: 5,195 shares 5,195 $960K 0.11% +283 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: 73,411 shares; 2024Q4: 76,605 shares; 2025Q1: 73,663 shares; 2025Q2: 63,380 shares; 2025Q3: 43,808 shares; 2025Q4: 42,245 shares; 2026Q1: 34,910 shares 34,910 $959K 0.11% -7,335 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,322 shares; 2024Q4: 43,434 shares; 2025Q1: 43,526 shares; 2025Q2: 43,196 shares; 2025Q3: 35,246 shares; 2025Q4: 32,278 shares; 2026Q1: 31,379 shares 31,379 $958K 0.11% -899 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: 4,488 shares; 2024Q4: 1,074 shares; 2025Q1: 685 shares; 2025Q2: 655 shares; 2025Q3: 649 shares; 2025Q4: 648 shares; 2026Q1: 636 shares 636 $936K 0.11% -12 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 15,863 shares; 2025Q1: 15,866 shares; 2025Q2: 15,479 shares; 2025Q3: 14,618 shares; 2025Q4: 14,866 shares; 2026Q1: 14,887 shares 14,887 $932K 0.11% +21 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 15,456 shares; 2025Q1: 15,753 shares; 2025Q2: 16,394 shares; 2025Q3: 14,564 shares; 2025Q4: 15,208 shares; 2026Q1: 13,860 shares 13,860 $916K 0.1% -1,348 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,260 shares; 2025Q3: 25,091 shares; 2025Q4: 47,464 shares; 2026Q1: 57,045 shares 57,045 $897K 0.1% +9,581 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: 1,746 shares; 2024Q4: 1,271 shares; 2025Q1: 1,172 shares; 2025Q2: 1,151 shares; 2025Q3: 1,141 shares; 2025Q4: 1,196 shares; 2026Q1: 1,300 shares 1,300 $887K 0.1% +104 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares 1,871 $867K 0.1% 0 Timeline VAW 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: 3,966 shares; 2024Q4: 3,904 shares; 2025Q1: 3,853 shares; 2025Q2: 3,865 shares; 2025Q3: 3,846 shares; 2025Q4: 3,846 shares; 2026Q1: 3,826 shares 3,826 $862K 0.1% -20 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: 18,188 shares; 2024Q4: 17,282 shares; 2025Q1: 17,549 shares; 2025Q2: 17,820 shares; 2025Q3: 16,703 shares; 2025Q4: 17,178 shares; 2026Q1: 17,633 shares 17,633 $860K 0.1% +455 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 1,734 shares; 2026Q1: 5,078 shares 5,078 $859K 0.1% +3,344 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,772 shares 4,772 $854K 0.1% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 9,594 shares; 2025Q1: 11,823 shares; 2025Q2: 11,604 shares; 2025Q3: 11,477 shares; 2025Q4: 12,492 shares; 2026Q1: 17,035 shares 17,035 $851K 0.1% +4,543 Timeline REET 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: 29,308 shares; 2024Q4: 29,769 shares; 2025Q1: 31,776 shares; 2025Q2: 32,426 shares; 2025Q3: 33,108 shares; 2025Q4: 33,934 shares; 2026Q1: 33,536 shares 33,536 $843K 0.1% -398 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 4,062 shares; 2025Q1: 4,243 shares; 2025Q2: 4,235 shares; 2025Q3: 4,516 shares; 2025Q4: 4,599 shares; 2026Q1: 4,827 shares 4,827 $831K 0.09% +228 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: 9,834 shares; 2024Q4: 9,770 shares; 2025Q1: 9,267 shares; 2025Q2: 9,400 shares; 2025Q3: 8,978 shares; 2025Q4: 8,899 shares; 2026Q1: 8,749 shares 8,749 $814K 0.09% -150 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: 4,805 shares; 2024Q4: 4,841 shares; 2025Q1: 5,014 shares; 2025Q2: 5,492 shares; 2025Q3: 12,949 shares; 2025Q4: 17,312 shares; 2026Q1: 22,025 shares 22,025 $809K 0.09% +4,713 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,311 shares 73,311 $805K 0.09% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 5,680 shares; 2025Q1: 3,596 shares; 2025Q2: 3,043 shares; 2025Q3: 4,210 shares; 2025Q4: 4,454 shares; 2026Q1: 5,257 shares 5,257 $805K 0.09% +803 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: 6,011 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,730 shares; 2025Q3: 5,888 shares; 2025Q4: 10,344 shares; 2026Q1: 10,094 shares 10,094 $804K 0.09% -250 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: 19,829 shares; 2024Q4: 22,693 shares; 2025Q1: 20,985 shares; 2025Q2: 20,294 shares; 2025Q3: 20,744 shares; 2025Q4: 20,714 shares; 2026Q1: 19,809 shares 19,809 $796K 0.09% -905 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 13,669 shares; 2025Q2: 13,968 shares; 2025Q3: 12,550 shares; 2025Q4: 11,425 shares; 2026Q1: 11,243 shares 11,243 $784K 0.09% -182 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: 5,846 shares; 2024Q4: 5,806 shares; 2025Q1: 5,646 shares; 2025Q2: 5,592 shares; 2025Q3: 6,074 shares; 2025Q4: 5,936 shares; 2026Q1: 6,604 shares 6,604 $783K 0.09% +668 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: 5,474 shares; 2024Q4: 5,356 shares; 2025Q1: 5,092 shares; 2025Q2: 4,952 shares; 2025Q3: 4,926 shares; 2025Q4: 4,837 shares; 2026Q1: 4,863 shares 4,863 $777K 0.09% +26 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: 2,761 shares; 2024Q4: 2,690 shares; 2025Q1: 5,878 shares; 2025Q2: 6,919 shares; 2025Q3: 6,843 shares; 2025Q4: 3,903 shares; 2026Q1: 3,889 shares 3,889 $769K 0.09% -14 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,451 shares; 2025Q2: 9,557 shares; 2025Q3: 9,985 shares; 2025Q4: 12,071 shares; 2026Q1: 12,887 shares 12,887 $753K 0.09% +816 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,397 shares; 2024Q4: 72,065 shares; 2025Q1: 63,424 shares; 2025Q2: 86,508 shares; 2025Q3: 84,391 shares; 2025Q4: 73,989 shares; 2026Q1: 88,769 shares 88,769 $750K 0.09% +14,780 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,040 shares; 2026Q1: 7,470 shares 7,470 $749K 0.09% +430 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 5,035 shares; 2025Q1: 6,322 shares; 2025Q2: 8,760 shares; 2025Q3: 8,955 shares; 2025Q4: 9,382 shares; 2026Q1: 8,917 shares 8,917 $745K 0.08% -465 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,092 shares; 2024Q4: 23,849 shares; 2025Q1: 23,864 shares; 2025Q2: 20,572 shares; 2025Q3: 21,748 shares; 2025Q4: 23,572 shares; 2026Q1: 22,267 shares 22,267 $743K 0.08% -1,305 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 9,805 shares; 2025Q3: 10,636 shares; 2025Q4: 11,681 shares; 2026Q1: 11,827 shares 11,827 $743K 0.08% +146 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 8,973 shares; 2025Q4: 8,529 shares; 2026Q1: 8,007 shares 8,007 $732K 0.08% -522 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 8,161 shares; 2025Q1: 7,390 shares; 2025Q2: 7,077 shares; 2025Q3: 7,723 shares; 2025Q4: 7,524 shares; 2026Q1: 7,673 shares 7,673 $729K 0.08% +149 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 26,732 shares; 2025Q1: 32,942 shares; 2025Q2: 37,820 shares; 2025Q3: 31,046 shares; 2025Q4: 30,664 shares; 2026Q1: 30,416 shares 30,416 $728K 0.08% -248 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,673 shares; 2025Q1: 2,831 shares; 2025Q2: 2,845 shares; 2025Q3: 3,197 shares; 2025Q4: 5,035 shares; 2026Q1: 5,024 shares 5,024 $726K 0.08% -11 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: 3,523 shares; 2024Q4: 3,490 shares; 2025Q1: 3,257 shares; 2025Q2: 3,777 shares; 2025Q3: 3,689 shares; 2025Q4: 3,586 shares; 2026Q1: 3,623 shares 3,623 $711K 0.08% +37 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 942 shares; 2025Q2: 993 shares; 2025Q3: 983 shares; 2025Q4: 1,033 shares; 2026Q1: 1,089 shares 1,089 $708K 0.08% +56 Timeline MAGX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,116 shares; 2026Q1: 16,266 shares 16,266 $695K 0.08% -850 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: 12,146 shares; 2024Q4: 12,095 shares; 2025Q1: 12,074 shares; 2025Q2: 11,853 shares; 2025Q3: 10,534 shares; 2025Q4: 10,399 shares; 2026Q1: 10,527 shares 10,527 $695K 0.08% +128 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares 4,335 $686K 0.08% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,291 shares; 2025Q1: 1,393 shares; 2025Q2: 1,415 shares; 2025Q3: 1,312 shares; 2025Q4: 1,395 shares; 2026Q1: 3,893 shares 3,893 $675K 0.08% +2,498 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 6,725 shares; 2025Q1: 7,042 shares; 2025Q2: 7,680 shares; 2025Q3: 7,654 shares; 2025Q4: 7,772 shares; 2026Q1: 8,750 shares 8,750 $675K 0.08% +978 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 33,683 shares; 2025Q1: 32,166 shares; 2025Q2: 29,787 shares; 2025Q3: 28,049 shares; 2025Q4: 29,478 shares; 2026Q1: 35,562 shares 35,562 $671K 0.08% +6,084 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 10,201 shares; 2025Q4: 10,296 shares; 2026Q1: 10,121 shares 10,121 $660K 0.08% -175 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 10,240 shares; 2025Q1: 9,940 shares; 2025Q2: not reported; 2025Q3: 21,274 shares; 2025Q4: 32,412 shares; 2026Q1: 78,150 shares 78,150 $658K 0.07% +45,738 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,332 shares; 2025Q1: 5,648 shares; 2025Q2: 5,432 shares; 2025Q3: 6,382 shares; 2025Q4: 6,293 shares; 2026Q1: 7,856 shares 7,856 $649K 0.07% +1,563 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,231 shares; 2025Q1: 5,551 shares; 2025Q2: 5,613 shares; 2025Q3: 5,916 shares; 2025Q4: 6,745 shares; 2026Q1: 6,877 shares 6,877 $647K 0.07% +132 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: 3,421 shares; 2024Q4: 3,388 shares; 2025Q1: 3,603 shares; 2025Q2: 3,536 shares; 2025Q3: 3,974 shares; 2025Q4: 4,240 shares; 2026Q1: 2,138 shares 2,138 $647K 0.07% -2,102 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 6,979 shares; 2025Q1: 7,827 shares; 2025Q2: 9,023 shares; 2025Q3: 9,722 shares; 2025Q4: 11,947 shares; 2026Q1: 17,215 shares 17,215 $641K 0.07% +5,268 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,202 shares; 2026Q1: 8,437 shares 8,437 $635K 0.07% +4,235 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,721 shares; 2025Q4: 15,611 shares; 2026Q1: 15,411 shares 15,411 $629K 0.07% -200 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,864 shares; 2024Q4: 17,820 shares; 2025Q1: 17,643 shares; 2025Q2: 16,698 shares; 2025Q3: 18,059 shares; 2025Q4: 18,895 shares; 2026Q1: 21,104 shares 21,104 $624K 0.07% +2,209 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: 8,008 shares; 2024Q4: 7,908 shares; 2025Q1: 7,609 shares; 2025Q2: 7,391 shares; 2025Q3: 7,527 shares; 2025Q4: 8,323 shares; 2026Q1: 8,199 shares 8,199 $624K 0.07% -124 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 8,134 shares 8,134 $614K 0.07% +3,783 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 4,206 shares 4,206 $611K 0.07% +1,753 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,135 shares; 2025Q1: 3,132 shares; 2025Q2: 3,376 shares; 2025Q3: 2,250 shares; 2025Q4: 4,540 shares; 2026Q1: 4,570 shares 4,570 $607K 0.07% +30 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,647 shares; 2025Q4: 2,725 shares; 2026Q1: 3,068 shares 3,068 $607K 0.07% +343 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 5,440 shares 5,440 $606K 0.07% +1,978 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: 9,656 shares; 2024Q4: 11,478 shares; 2025Q1: 10,718 shares; 2025Q2: 8,133 shares; 2025Q3: 7,715 shares; 2025Q4: 7,892 shares; 2026Q1: 8,388 shares 8,388 $603K 0.07% +496 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: 8,650 shares; 2024Q4: 8,080 shares; 2025Q1: 16,329 shares; 2025Q2: 16,014 shares; 2025Q3: 16,585 shares; 2025Q4: 8,018 shares; 2026Q1: 8,026 shares 8,026 $584K 0.07% +8 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: 633 shares; 2024Q4: 627 shares; 2025Q1: 620 shares; 2025Q2: 700 shares; 2025Q3: 640 shares; 2025Q4: 652 shares; 2026Q1: 652 shares 652 $584K 0.07% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,516 shares; 2025Q3: 7,702 shares; 2025Q4: 8,612 shares; 2026Q1: 10,114 shares 10,114 $579K 0.07% +1,502 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,273 shares; 2026Q1: 4,567 shares 4,567 $576K 0.07% +2,294 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 8,407 shares; 2025Q1: 8,847 shares; 2025Q2: 8,431 shares; 2025Q3: 8,405 shares; 2025Q4: 8,783 shares; 2026Q1: 12,630 shares 12,630 $571K 0.06% +3,847 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares 5,693 $570K 0.06% new Timeline VSS 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: 1,758 shares; 2024Q4: 1,859 shares; 2025Q1: 2,178 shares; 2025Q2: 2,474 shares; 2025Q3: 3,289 shares; 2025Q4: 3,768 shares; 2026Q1: 3,873 shares 3,873 $565K 0.06% +105 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: 1,532 shares; 2024Q4: 1,470 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,559 shares; 2025Q4: 1,562 shares; 2026Q1: 1,558 shares 1,558 $555K 0.06% -4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,790 shares; 2025Q1: 1,933 shares; 2025Q2: 2,036 shares; 2025Q3: 2,234 shares; 2025Q4: 2,142 shares; 2026Q1: 2,278 shares 2,278 $554K 0.06% +136 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: 1,865 shares; 2024Q4: 1,875 shares; 2025Q1: 1,862 shares; 2025Q2: 1,861 shares; 2025Q3: 1,788 shares; 2025Q4: 2,411 shares; 2026Q1: 2,428 shares 2,428 $549K 0.06% +17 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,529 shares; 2025Q1: 6,742 shares; 2025Q2: 4,361 shares; 2025Q3: 4,093 shares; 2025Q4: 3,354 shares; 2026Q1: 2,879 shares 2,879 $542K 0.06% -475 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,806 shares; 2025Q3: 9,468 shares; 2025Q4: 9,869 shares; 2026Q1: 13,820 shares 13,820 $537K 0.06% +3,951 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: 2,457 shares; 2024Q4: 2,257 shares; 2025Q1: 2,373 shares; 2025Q2: 2,168 shares; 2025Q3: 2,158 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares 2,196 $536K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,067 shares; 2025Q1: 8,716 shares; 2025Q2: 7,486 shares; 2025Q3: 7,344 shares; 2025Q4: 8,533 shares; 2026Q1: 7,825 shares 7,825 $533K 0.06% -708 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,477 shares; 2025Q1: 1,334 shares; 2025Q2: 1,236 shares; 2025Q3: 1,228 shares; 2025Q4: 1,144 shares; 2026Q1: 1,055 shares 1,055 $527K 0.06% -89 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,946 shares; 2025Q1: 1,873 shares; 2025Q2: 1,834 shares; 2025Q3: 1,673 shares; 2025Q4: 1,692 shares; 2026Q1: 1,688 shares 1,688 $525K 0.06% -4 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 31,230 shares; 2025Q1: 28,765 shares; 2025Q2: 39,430 shares; 2025Q3: 56,230 shares; 2025Q4: 93,201 shares; 2026Q1: 169,682 shares 169,682 $521K 0.06% +76,481 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 9,192 shares; 2025Q1: 9,138 shares; 2025Q2: 8,771 shares; 2025Q3: 9,231 shares; 2025Q4: 10,231 shares; 2026Q1: 7,694 shares 7,694 $520K 0.06% -2,537 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: 17,677 shares; 2024Q4: 17,008 shares; 2025Q1: 17,479 shares; 2025Q2: 17,074 shares; 2025Q3: 16,615 shares; 2025Q4: 15,326 shares; 2026Q1: 15,424 shares 15,424 $517K 0.06% +98 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,026 shares; 2025Q1: 4,087 shares; 2025Q2: 7,840 shares; 2025Q3: 8,201 shares; 2025Q4: 8,542 shares; 2026Q1: 8,557 shares 8,557 $515K 0.06% +15 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113 shares; 2026Q1: 5,875 shares 5,875 $514K 0.06% +2,762 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,510 shares 5,510 $501K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,690 shares; 2025Q1: 3,849 shares; 2025Q2: 3,987 shares; 2025Q3: 3,613 shares; 2025Q4: 3,790 shares; 2026Q1: 3,754 shares 3,754 $495K 0.06% -36 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: 2,129 shares; 2024Q4: 762 shares; 2025Q1: 707 shares; 2025Q2: 903 shares; 2025Q3: 1,207 shares; 2025Q4: 1,275 shares; 2026Q1: 1,830 shares 1,830 $495K 0.06% +555 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 3,503 shares; 2025Q1: 3,495 shares; 2025Q2: 3,497 shares; 2025Q3: 3,267 shares; 2025Q4: 3,264 shares; 2026Q1: 3,265 shares 3,265 $494K 0.06% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,444 shares; 2025Q1: 8,444 shares; 2025Q2: 8,644 shares; 2025Q3: 8,644 shares; 2025Q4: 8,674 shares; 2026Q1: 8,649 shares 8,649 $491K 0.06% -25 Timeline EWX 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: 6,722 shares; 2024Q4: 6,672 shares; 2025Q1: 6,562 shares; 2025Q2: 6,827 shares; 2025Q3: 7,080 shares; 2025Q4: 7,060 shares; 2026Q1: 7,405 shares 7,405 $490K 0.06% +345 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,753 shares; 2025Q1: 2,757 shares; 2025Q2: 2,714 shares; 2025Q3: 2,620 shares; 2025Q4: 2,662 shares; 2026Q1: 2,728 shares 2,728 $485K 0.06% +66 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,336 shares; 2024Q4: 95,651 shares; 2025Q1: 93,843 shares; 2025Q2: 89,627 shares; 2025Q3: 85,654 shares; 2025Q4: 82,027 shares; 2026Q1: 80,015 shares 80,015 $482K 0.05% -2,012 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,822 shares; 2025Q1: 4,831 shares; 2025Q2: 4,415 shares; 2025Q3: 4,331 shares; 2025Q4: 4,270 shares; 2026Q1: 4,239 shares 4,239 $480K 0.05% -31 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,005 shares; 2025Q1: 14,856 shares; 2025Q2: 14,010 shares; 2025Q3: 13,265 shares; 2025Q4: 13,193 shares; 2026Q1: 13,232 shares 13,232 $470K 0.05% +39 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,583 shares; 2025Q1: 6,047 shares; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: 6,072 shares; 2026Q1: 5,377 shares 5,377 $461K 0.05% -695 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 7,146 shares; 2025Q1: 9,704 shares; 2025Q2: 9,382 shares; 2025Q3: 8,709 shares; 2025Q4: 7,839 shares; 2026Q1: 8,580 shares 8,580 $459K 0.05% +741 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,966 shares; 2025Q4: 18,797 shares; 2026Q1: 55,282 shares 55,282 $457K 0.05% +36,485 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,237 shares; 2025Q1: 11,240 shares; 2025Q2: 10,364 shares; 2025Q3: 10,324 shares; 2025Q4: 10,702 shares; 2026Q1: 11,953 shares 11,953 $454K 0.05% +1,251 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,971 shares; 2025Q1: 13,846 shares; 2025Q2: 13,980 shares; 2025Q3: 14,020 shares; 2025Q4: 12,729 shares; 2026Q1: 12,679 shares 12,679 $446K 0.05% -50 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,711 shares; 2025Q4: 16,028 shares; 2026Q1: 17,304 shares 17,304 $442K 0.05% +1,276 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,355 shares; 2025Q1: 8,349 shares; 2025Q2: 8,255 shares; 2025Q3: 8,205 shares; 2025Q4: 7,935 shares; 2026Q1: 7,905 shares 7,905 $437K 0.05% -30 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,518 shares; 2025Q1: 1,520 shares; 2025Q2: 1,518 shares; 2025Q3: 1,548 shares; 2025Q4: 1,529 shares; 2026Q1: 1,508 shares 1,508 $433K 0.05% -21 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,414 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares; 2026Q1: 2,292 shares 2,292 $433K 0.05% -136 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: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,647 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares; 2025Q4: 1,616 shares; 2026Q1: 1,513 shares 1,513 $429K 0.05% -103 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,077 shares; 2025Q1: 3,932 shares; 2025Q2: 5,872 shares; 2025Q3: 5,727 shares; 2025Q4: 6,271 shares; 2026Q1: 6,286 shares 6,286 $428K 0.05% +15 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,611 shares; 2025Q4: 2,046 shares; 2026Q1: 2,585 shares 2,585 $424K 0.05% +539 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,250 shares; 2026Q1: 17,383 shares 17,383 $424K 0.05% +3,133 Timeline DGRE 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: 12,803 shares; 2024Q4: 12,813 shares; 2025Q1: 12,510 shares; 2025Q2: 12,580 shares; 2025Q3: 12,500 shares; 2025Q4: 12,650 shares; 2026Q1: 12,791 shares 12,791 $424K 0.05% +141 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,025 shares; 2025Q1: 4,819 shares; 2025Q2: 4,517 shares; 2025Q3: 4,557 shares; 2025Q4: 4,477 shares; 2026Q1: 4,336 shares 4,336 $418K 0.05% -141 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,538 shares; 2025Q1: 6,585 shares; 2025Q2: 6,296 shares; 2025Q3: 2,562 shares; 2025Q4: 2,512 shares; 2026Q1: 2,856 shares 2,856 $415K 0.05% +344 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,199 shares; 2025Q1: 2,159 shares; 2025Q2: 2,158 shares; 2025Q3: 2,263 shares; 2025Q4: 1,869 shares; 2026Q1: 1,753 shares 1,753 $414K 0.05% -116 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,184 shares; 2025Q1: 1,153 shares; 2025Q2: 1,166 shares; 2025Q3: 885 shares; 2025Q4: 828 shares; 2026Q1: 826 shares 826 $406K 0.05% -2 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: 6,105 shares; 2024Q4: 6,129 shares; 2025Q1: 6,247 shares; 2025Q2: 6,031 shares; 2025Q3: 5,564 shares; 2025Q4: 6,245 shares; 2026Q1: 6,468 shares 6,468 $406K 0.05% +223 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,499 shares; 2025Q1: 1,571 shares; 2025Q2: 1,695 shares; 2025Q3: 1,586 shares; 2025Q4: 1,578 shares; 2026Q1: 1,609 shares 1,609 $399K 0.05% +31 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,237 shares; 2024Q4: 62,743 shares; 2025Q1: 58,458 shares; 2025Q2: 60,063 shares; 2025Q3: 64,967 shares; 2025Q4: 63,875 shares; 2026Q1: 63,181 shares 63,181 $397K 0.05% -694 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $394K 0.04% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,088 shares; 2026Q1: 3,563 shares 3,563 $393K 0.04% +475 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,954 shares; 2025Q1: 1,991 shares; 2025Q2: 7,968 shares; 2025Q3: 7,965 shares; 2025Q4: 6,630 shares; 2026Q1: 5,839 shares 5,839 $392K 0.04% -791 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,068 shares; 2026Q1: 7,678 shares 7,678 $390K 0.04% +2,610 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,617 shares; 2025Q1: 3,545 shares; 2025Q2: 2,904 shares; 2025Q3: 2,901 shares; 2025Q4: 2,899 shares; 2026Q1: 3,380 shares 3,380 $382K 0.04% +481 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: 9,681 shares; 2024Q4: 9,531 shares; 2025Q1: 9,147 shares; 2025Q2: 8,438 shares; 2025Q3: 8,647 shares; 2025Q4: 8,538 shares; 2026Q1: 8,100 shares 8,100 $381K 0.04% -438 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: 4,353 shares; 2024Q4: 4,209 shares; 2025Q1: 4,666 shares; 2025Q2: 4,903 shares; 2025Q3: 4,742 shares; 2025Q4: 5,805 shares; 2026Q1: 5,446 shares 5,446 $380K 0.04% -359 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: 5,920 shares; 2024Q4: 5,845 shares; 2025Q1: 5,626 shares; 2025Q2: 5,476 shares; 2025Q3: 5,851 shares; 2025Q4: 5,870 shares; 2026Q1: 6,206 shares 6,206 $380K 0.04% +336 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,931 shares; 2024Q4: 20,770 shares; 2025Q1: 20,521 shares; 2025Q2: 19,879 shares; 2025Q3: 20,118 shares; 2025Q4: 19,016 shares; 2026Q1: 18,805 shares 18,805 $378K 0.04% -211 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 21,218 shares; 2025Q1: 21,280 shares; 2025Q2: 18,310 shares; 2025Q3: 16,448 shares; 2025Q4: 16,144 shares; 2026Q1: 28,821 shares 28,821 $378K 0.04% +12,677 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,652 shares; 2025Q4: 14,483 shares; 2026Q1: 16,684 shares 16,684 $378K 0.04% +2,201 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: 976 shares; 2024Q4: 925 shares; 2025Q1: 775 shares; 2025Q2: 891 shares; 2025Q3: 838 shares; 2025Q4: 737 shares; 2026Q1: 740 shares 740 $367K 0.04% +3 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,055 shares; 2025Q2: 44,050 shares; 2025Q3: 43,035 shares; 2025Q4: 117,380 shares; 2026Q1: 119,475 shares 119,475 $367K 0.04% +2,095 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: 6,015 shares; 2024Q4: 6,127 shares; 2025Q1: 5,538 shares; 2025Q2: 5,277 shares; 2025Q3: 5,056 shares; 2025Q4: 4,685 shares; 2026Q1: 4,431 shares 4,431 $366K 0.04% -254 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 15,917 shares; 2025Q1: 3,642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,872 shares; 2026Q1: 10,990 shares 10,990 $365K 0.04% +2,118 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 6,328 shares; 2025Q3: 4,446 shares; 2025Q4: 3,696 shares; 2026Q1: 4,993 shares 4,993 $362K 0.04% +1,297 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,690 shares; 2025Q1: 32,154 shares; 2025Q2: 31,371 shares; 2025Q3: 31,847 shares; 2025Q4: 32,861 shares; 2026Q1: 33,618 shares 33,618 $357K 0.04% +757 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 8,593 shares; 2025Q1: 8,164 shares; 2025Q2: 8,025 shares; 2025Q3: 6,312 shares; 2025Q4: 4,059 shares; 2026Q1: 3,808 shares 3,808 $355K 0.04% -251 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: 4,364 shares; 2024Q4: 5,167 shares; 2025Q1: 6,349 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares; 2025Q4: 7,327 shares; 2026Q1: 7,429 shares 7,429 $353K 0.04% +102 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 992 shares; 2025Q1: 945 shares; 2025Q2: 917 shares; 2025Q3: 881 shares; 2025Q4: 638 shares; 2026Q1: 625 shares 625 $352K 0.04% -13 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: 2,446 shares; 2024Q4: 2,456 shares; 2025Q1: 1,003 shares; 2025Q2: 965 shares; 2025Q3: 940 shares; 2025Q4: 780 shares; 2026Q1: 742 shares 742 $351K 0.04% -38 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: 906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares; 2025Q4: 1,003 shares; 2026Q1: 1,013 shares 1,013 $350K 0.04% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,876 shares; 2026Q1: 1,874 shares 1,874 $350K 0.04% -2 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 403 shares 403 $342K 0.04% -7 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,835 shares; 2024Q4: 12,606 shares; 2025Q1: 12,327 shares; 2025Q2: 11,952 shares; 2025Q3: 10,441 shares; 2025Q4: 10,461 shares; 2026Q1: 15,535 shares 15,535 $341K 0.04% +5,074 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,052 shares; 2025Q1: 1,238 shares; 2025Q2: 1,206 shares; 2025Q3: 1,209 shares; 2025Q4: 1,215 shares; 2026Q1: 1,611 shares 1,611 $340K 0.04% +396 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,767 shares; 2025Q1: 3,712 shares; 2025Q2: 5,016 shares; 2025Q3: 4,967 shares; 2025Q4: 4,942 shares; 2026Q1: 4,794 shares 4,794 $339K 0.04% -148 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: 1,926 shares; 2024Q4: 1,754 shares; 2025Q1: 1,733 shares; 2025Q2: 1,688 shares; 2025Q3: 1,680 shares; 2025Q4: 1,750 shares; 2026Q1: 1,744 shares 1,744 $339K 0.04% -6 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 1,597 shares; 2025Q4: 1,608 shares; 2026Q1: 1,637 shares 1,637 $338K 0.04% +29 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 2,054 shares 2,054 $336K 0.04% +451 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,251 shares; 2025Q1: 2,285 shares; 2025Q2: 1,747 shares; 2025Q3: 1,705 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $335K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,832 shares; 2025Q1: 2,678 shares; 2025Q2: 2,565 shares; 2025Q3: 2,390 shares; 2025Q4: 2,347 shares; 2026Q1: 2,345 shares 2,345 $334K 0.04% -2 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 5,293 shares; 2025Q1: 5,256 shares; 2025Q2: 4,766 shares; 2025Q3: 4,553 shares; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares 4,269 $330K 0.04% 0 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: 6,834 shares; 2024Q4: 6,977 shares; 2025Q1: 7,348 shares; 2025Q2: 7,509 shares; 2025Q3: 7,490 shares; 2025Q4: 7,853 shares; 2026Q1: 7,753 shares 7,753 $330K 0.04% -100 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,644 shares 4,644 $329K 0.04% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 2,040 shares; 2025Q1: 2,181 shares; 2025Q2: 2,126 shares; 2025Q3: 1,791 shares; 2025Q4: 1,961 shares; 2026Q1: 2,035 shares 2,035 $329K 0.04% +74 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,507 shares 3,507 $328K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 2,699 shares; 2026Q1: 2,595 shares 2,595 $328K 0.04% -104 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: 26,558 shares; 2024Q4: 25,771 shares; 2025Q1: 22,865 shares; 2025Q2: 22,434 shares; 2025Q3: 21,974 shares; 2025Q4: 19,320 shares; 2026Q1: 19,220 shares 19,220 $326K 0.04% -100 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 559 shares; 2025Q1: 549 shares; 2025Q2: 508 shares; 2025Q3: 509 shares; 2025Q4: 458 shares; 2026Q1: 463 shares 463 $323K 0.04% +5 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: 610 shares; 2024Q4: 622 shares; 2025Q1: 664 shares; 2025Q2: 626 shares; 2025Q3: 612 shares; 2025Q4: 708 shares; 2026Q1: 654 shares 654 $317K 0.04% -54 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,843 shares; 2026Q1: 6,490 shares 6,490 $316K 0.04% -353 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 2,242 shares; 2025Q4: 2,157 shares; 2026Q1: 2,028 shares 2,028 $310K 0.04% -129 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 4,359 shares; 2026Q1: 4,701 shares 4,701 $309K 0.04% +342 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: 4,825 shares; 2024Q4: 4,722 shares; 2025Q1: 4,152 shares; 2025Q2: 3,882 shares; 2025Q3: 4,041 shares; 2025Q4: 3,705 shares; 2026Q1: 3,655 shares 3,655 $309K 0.04% -50 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 2,403 shares; 2025Q2: 2,255 shares; 2025Q3: 2,220 shares; 2025Q4: 2,143 shares; 2026Q1: 2,135 shares 2,135 $306K 0.03% -8 Timeline MGK 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $305K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,048 shares; 2025Q1: 4,057 shares; 2025Q2: 4,042 shares; 2025Q3: 3,871 shares; 2025Q4: 3,304 shares; 2026Q1: 3,143 shares 3,143 $303K 0.03% -161 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 6,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,396 shares; 2025Q4: 13,443 shares; 2026Q1: 15,763 shares 15,763 $302K 0.03% +2,320 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 7,974 shares; 2025Q1: 8,391 shares; 2025Q2: 6,791 shares; 2025Q3: 5,907 shares; 2025Q4: 6,063 shares; 2026Q1: 6,527 shares 6,527 $301K 0.03% +464 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,718 shares; 2025Q1: 5,469 shares; 2025Q2: 4,684 shares; 2025Q3: 4,347 shares; 2025Q4: 4,049 shares; 2026Q1: 3,620 shares 3,620 $300K 0.03% -429 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,694 shares; 2024Q4: 32,884 shares; 2025Q1: 32,677 shares; 2025Q2: 33,068 shares; 2025Q3: 32,783 shares; 2025Q4: 31,831 shares; 2026Q1: 25,862 shares 25,862 $298K 0.03% -5,969 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,716 shares; 2025Q1: 3,717 shares; 2025Q2: 3,593 shares; 2025Q3: 2,920 shares; 2025Q4: 2,507 shares; 2026Q1: 2,521 shares 2,521 $298K 0.03% +14 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,882 shares; 2024Q4: 64,497 shares; 2025Q1: 70,019 shares; 2025Q2: 62,071 shares; 2025Q3: 60,966 shares; 2025Q4: 65,798 shares; 2026Q1: 89,244 shares 89,244 $291K 0.03% +23,446 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,337 shares; 2025Q3: 18,942 shares; 2025Q4: 19,942 shares; 2026Q1: 23,942 shares 23,942 $291K 0.03% +4,000 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,363 shares; 2025Q1: 3,238 shares; 2025Q2: 2,147 shares; 2025Q3: 1,560 shares; 2025Q4: 1,599 shares; 2026Q1: 1,463 shares 1,463 $290K 0.03% -136 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,433 shares; 2025Q1: 6,149 shares; 2025Q2: 5,797 shares; 2025Q3: 4,519 shares; 2025Q4: 4,406 shares; 2026Q1: 5,764 shares 5,764 $288K 0.03% +1,358 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 17,417 shares; 2025Q1: 17,187 shares; 2025Q2: 16,414 shares; 2025Q3: 13,684 shares; 2025Q4: 12,790 shares; 2026Q1: 11,832 shares 11,832 $288K 0.03% -958 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares; 2026Q1: 3,911 shares 3,911 $286K 0.03% +525 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: 19,020 shares; 2024Q4: 23,012 shares; 2025Q1: 22,343 shares; 2025Q2: 22,059 shares; 2025Q3: 12,192 shares; 2025Q4: 4,362 shares; 2026Q1: 4,271 shares 4,271 $284K 0.03% -91 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 18,243 shares; 2026Q1: 21,993 shares 21,993 $283K 0.03% +3,750 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 5,386 shares; 2025Q1: 4,662 shares; 2025Q2: 4,567 shares; 2025Q3: 4,347 shares; 2025Q4: 3,823 shares; 2026Q1: 3,347 shares 3,347 $283K 0.03% -476 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,935 shares; 2025Q4: 3,872 shares; 2026Q1: 3,102 shares 3,102 $279K 0.03% -770 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 11,219 shares; 2025Q1: 14,691 shares; 2025Q2: 13,133 shares; 2025Q3: 2,192 shares; 2025Q4: 2,141 shares; 2026Q1: 2,032 shares 2,032 $279K 0.03% -109 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: not reported; 2025Q1: 1,447 shares; 2025Q2: 1,533 shares; 2025Q3: 2,211 shares; 2025Q4: 2,118 shares; 2026Q1: 1,898 shares 1,898 $278K 0.03% -220 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $274K 0.03% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares; 2025Q4: 3,188 shares; 2026Q1: 2,888 shares 2,888 $273K 0.03% -300 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,693 shares 2,693 $271K 0.03% +373 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 9,222 shares; 2026Q1: 9,999 shares 9,999 $270K 0.03% +777 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,266 shares; 2025Q1: 528 shares; 2025Q2: 507 shares; 2025Q3: 391 shares; 2025Q4: 369 shares; 2026Q1: 368 shares 368 $268K 0.03% -1 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares 7,920 $267K 0.03% new 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: 1,159 shares; 2024Q4: 1,132 shares; 2025Q1: 1,122 shares; 2025Q2: 1,055 shares; 2025Q3: 1,050 shares; 2025Q4: 1,306 shares; 2026Q1: 1,311 shares 1,311 $266K 0.03% +5 Timeline PFF 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: 8,706 shares; 2024Q4: 8,706 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: 8,706 shares; 2025Q4: 8,706 shares; 2026Q1: 8,706 shares 8,706 $264K 0.03% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 17,127 shares; 2025Q1: 18,266 shares; 2025Q2: 17,004 shares; 2025Q3: 15,216 shares; 2025Q4: 13,329 shares; 2026Q1: 10,244 shares 10,244 $261K 0.03% -3,085 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,893 shares; 2026Q1: 5,764 shares 5,764 $260K 0.03% -129 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: 2,092 shares; 2024Q4: 2,098 shares; 2025Q1: 1,879 shares; 2025Q2: 1,864 shares; 2025Q3: 1,593 shares; 2025Q4: 1,453 shares; 2026Q1: 1,263 shares 1,263 $260K 0.03% -190 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: 2,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 2,738 shares; 2026Q1: 2,794 shares 2,794 $260K 0.03% +56 Timeline EFAV 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: 3,106 shares; 2024Q4: 3,096 shares; 2025Q1: 3,076 shares; 2025Q2: 2,978 shares; 2025Q3: 2,843 shares; 2025Q4: 2,823 shares; 2026Q1: 2,823 shares 2,823 $258K 0.03% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,995 shares; 2026Q1: 4,025 shares 4,025 $258K 0.03% +30 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: 696 shares; 2024Q4: 688 shares; 2025Q1: 649 shares; 2025Q2: 645 shares; 2025Q3: 632 shares; 2025Q4: 621 shares; 2026Q1: 606 shares 606 $258K 0.03% -15 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $258K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $257K 0.03% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 712 shares; 2026Q1: 1,049 shares 1,049 $257K 0.03% +337 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 2,324 shares; 2025Q4: 2,350 shares; 2026Q1: 2,262 shares 2,262 $257K 0.03% -88 Timeline EDC DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,118 shares; 2025Q3: 6,163 shares; 2025Q4: 5,103 shares; 2026Q1: 4,576 shares 4,576 $256K 0.03% -527 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 3,197 shares 3,197 $254K 0.03% +4 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 7,144 shares; 2025Q1: 7,125 shares; 2025Q2: 6,518 shares; 2025Q3: 5,165 shares; 2025Q4: 3,431 shares; 2026Q1: 3,365 shares 3,365 $254K 0.03% -66 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $253K 0.03% new 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: 1,257 shares; 2024Q4: 1,134 shares; 2025Q1: 976 shares; 2025Q2: 909 shares; 2025Q3: 1,094 shares; 2025Q4: 832 shares; 2026Q1: 743 shares 743 $251K 0.03% -89 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,321 shares; 2026Q1: 8,321 shares 8,321 $251K 0.03% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,830 shares; 2025Q3: 7,860 shares; 2025Q4: 7,695 shares; 2026Q1: 9,589 shares 9,589 $248K 0.03% +1,894 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,342 shares; 2025Q1: 1,347 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,172 shares; 2026Q1: 1,160 shares 1,160 $248K 0.03% -12 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,167 shares; 2026Q1: 1,985 shares 1,985 $248K 0.03% -182 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 7,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,317 shares 8,317 $247K 0.03% new 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: 3,602 shares; 2024Q4: 3,411 shares; 2025Q1: 3,405 shares; 2025Q2: 3,287 shares; 2025Q3: 3,142 shares; 2025Q4: 2,824 shares; 2026Q1: 2,733 shares 2,733 $246K 0.03% -91 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,302 shares; 2025Q1: 1,443 shares; 2025Q2: 1,440 shares; 2025Q3: 1,377 shares; 2025Q4: 1,400 shares; 2026Q1: 1,362 shares 1,362 $245K 0.03% -38 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,091 shares; 2025Q3: 10,785 shares; 2025Q4: 11,674 shares; 2026Q1: 6,120 shares 6,120 $245K 0.03% -5,554 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 1,921 shares; 2026Q1: 1,868 shares 1,868 $245K 0.03% -53 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,470 shares 5,470 $243K 0.03% -70 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,327 shares; 2025Q1: 1,463 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,152 shares; 2026Q1: 1,856 shares 1,856 $241K 0.03% +704 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,985 shares; 2026Q1: 2,966 shares 2,966 $240K 0.03% -19 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 15,389 shares; 2025Q1: 15,105 shares; 2025Q2: 10,884 shares; 2025Q3: 10,267 shares; 2025Q4: 5,897 shares; 2026Q1: 5,821 shares 5,821 $239K 0.03% -76 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 897 shares 897 $239K 0.03% +129 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,302 shares 1,302 $238K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: 1,426 shares 1,426 $235K 0.03% -41 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,414 shares; 2025Q1: 6,691 shares; 2025Q2: 6,452 shares; 2025Q3: 5,759 shares; 2025Q4: 5,793 shares; 2026Q1: 6,574 shares 6,574 $235K 0.03% +781 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,688 shares; 2026Q1: 1,810 shares 1,810 $235K 0.03% +122 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares 5,466 $232K 0.03% new 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: 3,418 shares; 2024Q4: 16,734 shares; 2025Q1: 14,461 shares; 2025Q2: 13,511 shares; 2025Q3: 12,645 shares; 2025Q4: 11,615 shares; 2026Q1: 11,160 shares 11,160 $231K 0.03% -455 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,676 shares; 2025Q1: 4,724 shares; 2025Q2: 4,163 shares; 2025Q3: 4,171 shares; 2025Q4: 1,072 shares; 2026Q1: 986 shares 986 $229K 0.03% -86 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,059 shares; 2024Q4: 26,967 shares; 2025Q1: 8,869 shares; 2025Q2: 8,861 shares; 2025Q3: 8,636 shares; 2025Q4: 7,496 shares; 2026Q1: 7,431 shares 7,431 $228K 0.03% -65 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,053 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $228K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,506 shares 2,506 $227K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 3,980 shares; 2025Q3: 4,303 shares; 2025Q4: 1,366 shares; 2026Q1: 1,351 shares 1,351 $223K 0.03% -15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 976 shares; 2025Q4: 996 shares; 2026Q1: 426 shares 426 $223K 0.03% -570 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,208 shares 4,208 $222K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,633 shares 1,633 $221K 0.03% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,775 shares; 2024Q4: 16,836 shares; 2025Q1: 17,139 shares; 2025Q2: 18,959 shares; 2025Q3: 20,903 shares; 2025Q4: 21,168 shares; 2026Q1: 22,059 shares 22,059 $221K 0.03% +891 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 128 shares 128 $221K 0.03% +20 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $221K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,320 shares; 2025Q1: 4,900 shares; 2025Q2: 5,050 shares; 2025Q3: 5,000 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $220K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $219K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,484 shares; 2026Q1: 6,683 shares 6,683 $219K 0.02% +199 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,045 shares; 2024Q4: 87,663 shares; 2025Q1: 85,170 shares; 2025Q2: 66,840 shares; 2025Q3: 58,440 shares; 2025Q4: 58,140 shares; 2026Q1: 26,890 shares 26,890 $216K 0.02% -31,250 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 2,515 shares; 2025Q4: 2,767 shares; 2026Q1: 3,110 shares 3,110 $216K 0.02% +343 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $215K 0.02% new 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: 7,252 shares; 2024Q4: 7,077 shares; 2025Q1: 6,271 shares; 2025Q2: 6,201 shares; 2025Q3: 6,189 shares; 2025Q4: 5,169 shares; 2026Q1: 4,460 shares 4,460 $215K 0.02% -709 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 507 shares; 2026Q1: 500 shares 500 $213K 0.02% -7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,259 shares; 2026Q1: 4,621 shares 4,621 $212K 0.02% +362 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,531 shares; 2024Q4: 31,031 shares; 2025Q1: 30,710 shares; 2025Q2: 30,443 shares; 2025Q3: 30,628 shares; 2025Q4: 29,465 shares; 2026Q1: 28,015 shares 28,015 $211K 0.02% -1,450 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: 1,816 shares; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 1,808 shares; 2025Q3: 1,704 shares; 2025Q4: not reported; 2026Q1: 1,596 shares 1,596 $209K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,490 shares; 2025Q1: 1,378 shares; 2025Q2: 1,276 shares; 2025Q3: 1,264 shares; 2025Q4: 981 shares; 2026Q1: 861 shares 861 $206K 0.02% -120 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 976 shares; 2026Q1: 966 shares 966 $205K 0.02% -10 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: 12,511 shares; 2024Q4: 11,998 shares; 2025Q1: 11,998 shares; 2025Q2: 12,070 shares; 2025Q3: 12,304 shares; 2025Q4: 10,506 shares; 2026Q1: 9,453 shares 9,453 $205K 0.02% -1,053 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 6,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares 3,726 $202K 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 672 shares; 2026Q1: 667 shares 667 $201K 0.02% -5 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829 $201K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $200K 0.02% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 18,416 shares; 2025Q1: 18,416 shares; 2025Q2: 18,416 shares; 2025Q3: 18,416 shares; 2025Q4: 18,416 shares; 2026Q1: 18,416 shares 18,416 $186K 0.02% 0 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 14,026 shares; 2025Q1: 15,066 shares; 2025Q2: 16,018 shares; 2025Q3: 19,089 shares; 2025Q4: 20,575 shares; 2026Q1: 22,907 shares 22,907 $185K 0.02% +2,332 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,300 shares; 2024Q4: 81,300 shares; 2025Q1: 87,450 shares; 2025Q2: 93,050 shares; 2025Q3: 82,500 shares; 2025Q4: 75,850 shares; 2026Q1: 63,800 shares 63,800 $178K 0.02% -12,050 Timeline ETHT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: not reported; 2026Q1: 11,709 shares 11,709 $175K 0.02% new Timeline SHNY BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 12,500 shares 12,500 $174K 0.02% +10,862 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 24,120 shares; 2025Q1: 31,408 shares; 2025Q2: 43,895 shares; 2025Q3: 110,222 shares; 2025Q4: 23,911 shares; 2026Q1: 25,658 shares 25,658 $170K 0.02% +1,747 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,446 shares 18,446 $168K 0.02% new 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: 18,865 shares; 2024Q4: 18,865 shares; 2025Q1: 18,865 shares; 2025Q2: 18,865 shares; 2025Q3: 18,615 shares; 2025Q4: 15,743 shares; 2026Q1: 15,566 shares 15,566 $162K 0.02% -177 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,388 shares; 2026Q1: 21,892 shares 21,892 $150K 0.02% -4,496 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,047 shares; 2025Q2: 10,769 shares; 2025Q3: 11,691 shares; 2025Q4: 12,489 shares; 2026Q1: 22,982 shares 22,982 $147K 0.02% +10,493 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 38,151 shares; 2025Q1: 37,851 shares; 2025Q2: 36,911 shares; 2025Q3: 36,591 shares; 2025Q4: 36,382 shares; 2026Q1: 35,882 shares 35,882 $145K 0.02% -500 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,125 shares 10,125 $145K 0.02% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,478 shares; 2026Q1: 11,299 shares 11,299 $136K 0.02% +821 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: 20,993 shares; 2024Q4: 19,925 shares; 2025Q1: 19,925 shares; 2025Q2: 22,175 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares; 2026Q1: 21,550 shares 21,550 $99.8K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,206 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 13,069 shares; 2025Q3: 12,819 shares; 2025Q4: 12,841 shares; 2026Q1: 12,863 shares 12,863 $97K 0.01% +22 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,148 shares 19,148 $83.1K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,596 shares; 2024Q4: 36,125 shares; 2025Q1: 36,125 shares; 2025Q2: 37,591 shares; 2025Q3: 41,897 shares; 2025Q4: 31,987 shares; 2026Q1: 24,555 shares 24,555 $71.7K 0.01% -7,432 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,046 shares 10,046 $69K 0.01% new Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: 50,450 shares; 2025Q3: 42,700 shares; 2025Q4: 31,850 shares; 2026Q1: 126,500 shares 126,500 $68.3K 0.01% +94,650 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,548 shares; 2025Q1: 25,109 shares; 2025Q2: 48,528 shares; 2025Q3: 62,908 shares; 2025Q4: 98,016 shares; 2026Q1: 106,480 shares 106,480 $62.8K 0.01% +8,464 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 27,000 shares; 2025Q1: 24,200 shares; 2025Q2: 13,300 shares; 2025Q3: 11,600 shares; 2025Q4: 11,500 shares; 2026Q1: 11,000 shares 11,000 $61.3K 0.01% -500 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,791 shares; 2025Q1: 10,843 shares; 2025Q2: 10,808 shares; 2025Q3: 10,933 shares; 2025Q4: 10,937 shares; 2026Q1: 11,246 shares 11,246 $58.1K 0.01% +309 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,258 shares; 2026Q1: 10,258 shares 10,258 $49.2K 0.01% 0 Timeline