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: 333,749 shares; 2024Q4: 350,813 shares; 2025Q1: 374,191 shares; 2025Q2: 387,319 shares; 2025Q3: 408,195 shares; 2025Q4: 444,527 shares; 2026Q1: 468,114 shares 468,114 $58.2M 13.22% +23,587 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,829 shares; 2024Q4: 365,499 shares; 2025Q1: 388,788 shares; 2025Q2: 405,627 shares; 2025Q3: 420,665 shares; 2025Q4: 453,932 shares; 2026Q1: 480,838 shares 480,838 $47.7M 10.85% +26,906 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,179 shares; 2024Q4: 530,355 shares; 2025Q1: 508,923 shares; 2025Q2: 496,226 shares; 2025Q3: 508,918 shares; 2025Q4: 506,534 shares; 2026Q1: 522,137 shares 522,137 $33.5M 7.6% +15,603 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: 34,347 shares; 2024Q4: 35,035 shares; 2025Q1: 37,972 shares; 2025Q2: 37,093 shares; 2025Q3: 38,925 shares; 2025Q4: 40,044 shares; 2026Q1: 41,600 shares 41,600 $27.2M 6.17% +1,556 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,649 shares; 2025Q1: 13,661 shares; 2025Q2: 78,515 shares; 2025Q3: 78,842 shares; 2025Q4: 79,450 shares; 2026Q1: 85,097 shares 85,097 $25.4M 5.78% +5,647 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: 627,838 shares; 2024Q4: 669,641 shares; 2025Q1: 352,423 shares; 2025Q2: 314,806 shares; 2025Q3: 309,886 shares; 2025Q4: 322,201 shares; 2026Q1: 329,392 shares 329,392 $23M 5.22% +7,191 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,338 shares; 2024Q4: 758,165 shares; 2025Q1: 767,721 shares; 2025Q2: 785,387 shares; 2025Q3: 789,205 shares; 2025Q4: 796,844 shares; 2026Q1: 799,274 shares 799,274 $20.5M 4.66% +2,430 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,611 shares; 2024Q4: 25,199 shares; 2025Q1: 26,442 shares; 2025Q2: 28,131 shares; 2025Q3: 31,063 shares; 2025Q4: 32,823 shares; 2026Q1: 34,084 shares 34,084 $20.4M 4.63% +1,261 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: 49,059 shares; 2024Q4: 49,519 shares; 2025Q1: 57,354 shares; 2025Q2: 65,464 shares; 2025Q3: 66,802 shares; 2025Q4: 67,193 shares; 2026Q1: 67,379 shares 67,379 $17.6M 4.01% +186 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: 39,080 shares; 2024Q4: 40,222 shares; 2025Q1: 51,395 shares; 2025Q2: 42,688 shares; 2025Q3: 43,464 shares; 2025Q4: 45,376 shares; 2026Q1: 46,749 shares 46,749 $15M 3.41% +1,373 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: 34,655 shares; 2024Q4: 34,527 shares; 2025Q1: 39,642 shares; 2025Q2: 40,024 shares; 2025Q3: 38,940 shares; 2025Q4: 42,326 shares; 2026Q1: 42,238 shares 42,238 $10.7M 2.44% -88 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: 5,624 shares; 2024Q4: 5,920 shares; 2025Q1: 6,048 shares; 2025Q2: 6,468 shares; 2025Q3: 13,646 shares; 2025Q4: 15,744 shares; 2026Q1: 15,662 shares 15,662 $10.2M 2.31% -82 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: 98,416 shares; 2024Q4: 100,569 shares; 2025Q1: 100,935 shares; 2025Q2: 111,469 shares; 2025Q3: 111,649 shares; 2025Q4: 112,449 shares; 2026Q1: 111,972 shares 111,972 $10.1M 2.3% -477 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,314 shares; 2024Q4: 27,770 shares; 2025Q1: 55,900 shares; 2025Q2: 54,015 shares; 2025Q3: 63,872 shares; 2025Q4: 74,262 shares; 2026Q1: 102,189 shares 102,189 $7.82M 1.78% +27,927 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: 155,912 shares; 2024Q4: 161,958 shares; 2025Q1: 123,952 shares; 2025Q2: 131,321 shares; 2025Q3: 130,607 shares; 2025Q4: 131,176 shares; 2026Q1: 130,921 shares 130,921 $7.08M 1.61% -255 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: 18,099 shares; 2024Q4: 17,497 shares; 2025Q1: 19,342 shares; 2025Q2: 19,318 shares; 2025Q3: 18,451 shares; 2025Q4: 18,711 shares; 2026Q1: 18,542 shares 18,542 $6.89M 1.57% -169 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: 13,151 shares; 2024Q4: 18,633 shares; 2025Q1: 18,661 shares; 2025Q2: 36,587 shares; 2025Q3: 36,803 shares; 2025Q4: 37,915 shares; 2026Q1: 46,606 shares 46,606 $6.64M 1.51% +8,691 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: 15,421 shares; 2024Q4: 17,460 shares; 2025Q1: 19,788 shares; 2025Q2: 20,836 shares; 2025Q3: 21,038 shares; 2025Q4: 21,618 shares; 2026Q1: 24,504 shares 24,504 $4.27M 0.97% +2,886 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: 12,362 shares; 2024Q4: 12,400 shares; 2025Q1: 12,605 shares; 2025Q2: 12,633 shares; 2025Q3: 12,786 shares; 2025Q4: 12,723 shares; 2026Q1: 13,045 shares 13,045 $4.04M 0.92% +322 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,175 shares; 2024Q4: 68,701 shares; 2025Q1: 72,451 shares; 2025Q2: 135,752 shares; 2025Q3: 135,142 shares; 2025Q4: 135,832 shares; 2026Q1: 137,283 shares 137,283 $3.99M 0.91% +1,451 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: 2,798 shares; 2024Q4: 2,848 shares; 2025Q1: 3,077 shares; 2025Q2: 3,543 shares; 2025Q3: 6,453 shares; 2025Q4: 6,681 shares; 2026Q1: 6,398 shares 6,398 $3.69M 0.84% -283 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,754 shares; 2024Q4: 43,474 shares; 2025Q1: 44,496 shares; 2025Q2: 40,702 shares; 2025Q3: 40,598 shares; 2025Q4: 39,718 shares; 2026Q1: 40,819 shares 40,819 $3.62M 0.82% +1,101 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,644 shares; 2025Q1: 5,631 shares; 2025Q2: 6,022 shares; 2025Q3: 6,150 shares; 2025Q4: 7,617 shares; 2026Q1: 8,400 shares 8,400 $3.11M 0.71% +783 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,754 shares; 2024Q4: 30,757 shares; 2025Q1: 33,310 shares; 2025Q2: 33,310 shares; 2025Q3: 33,310 shares; 2025Q4: 33,310 shares; 2026Q1: 34,215 shares 34,215 $3.09M 0.7% +905 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: 9,204 shares; 2024Q4: 9,618 shares; 2025Q1: 10,025 shares; 2025Q2: 10,762 shares; 2025Q3: 12,216 shares; 2025Q4: 14,004 shares; 2026Q1: 14,737 shares 14,737 $3.07M 0.7% +733 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,858 shares; 2024Q4: 17,338 shares; 2025Q1: 15,348 shares; 2025Q2: 25,810 shares; 2025Q3: 26,809 shares; 2025Q4: 26,314 shares; 2026Q1: 26,608 shares 26,608 $2.82M 0.64% +294 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: 3,794 shares; 2024Q4: 3,657 shares; 2025Q1: 4,011 shares; 2025Q2: 5,240 shares; 2025Q3: 6,594 shares; 2025Q4: 6,092 shares; 2026Q1: 6,127 shares 6,127 $1.76M 0.4% +35 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: 4,979 shares; 2024Q4: 5,007 shares; 2025Q1: 4,809 shares; 2025Q2: 6,427 shares; 2025Q3: 5,692 shares; 2025Q4: 5,818 shares; 2026Q1: 6,116 shares 6,116 $1.75M 0.4% +298 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: 25,758 shares; 2024Q4: 25,721 shares; 2025Q1: 25,780 shares; 2025Q2: 25,825 shares; 2025Q3: 27,318 shares; 2025Q4: 30,560 shares; 2026Q1: 29,071 shares 29,071 $1.72M 0.39% -1,489 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,152 shares; 2024Q4: 52,776 shares; 2025Q1: 42,933 shares; 2025Q2: 61,052 shares; 2025Q3: 59,755 shares; 2025Q4: 56,355 shares; 2026Q1: 57,417 shares 57,417 $1.42M 0.32% +1,062 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,829 shares; 2025Q1: 6,601 shares; 2025Q2: 7,071 shares; 2025Q3: 13,618 shares; 2025Q4: 16,244 shares; 2026Q1: 18,037 shares 18,037 $1.33M 0.3% +1,793 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: 608 shares; 2024Q4: 639 shares; 2025Q1: 1,903 shares; 2025Q2: 2,052 shares; 2025Q3: 2,128 shares; 2025Q4: 2,135 shares; 2026Q1: 2,192 shares 2,192 $1.25M 0.28% +57 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: 212 shares; 2024Q4: 1,256 shares; 2025Q1: 888 shares; 2025Q2: 811 shares; 2025Q3: 1,185 shares; 2025Q4: 11,066 shares; 2026Q1: 8,315 shares 8,315 $1.22M 0.28% -2,751 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: 3,276 shares; 2024Q4: 3,309 shares; 2025Q1: 3,304 shares; 2025Q2: 3,466 shares; 2025Q3: 3,564 shares; 2025Q4: 3,657 shares; 2026Q1: 3,770 shares 3,770 $1.11M 0.25% +113 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 2,587 shares; 2025Q2: 2,891 shares; 2025Q3: 3,475 shares; 2025Q4: 3,109 shares; 2026Q1: 4,409 shares 4,409 $1.05M 0.24% +1,300 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,031 shares; 2025Q1: 4,049 shares; 2025Q2: 4,008 shares; 2025Q3: 4,025 shares; 2025Q4: 4,661 shares; 2026Q1: 5,335 shares 5,335 $1.02M 0.23% +674 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 103 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 155 shares; 2025Q4: 118 shares; 2026Q1: 2,892 shares 2,892 $943K 0.21% +2,774 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 9,636 shares; 2025Q1: 9,689 shares; 2025Q2: 26,718 shares; 2025Q3: 27,784 shares; 2025Q4: 31,580 shares; 2026Q1: 36,801 shares 36,801 $924K 0.21% +5,221 Timeline ACWI 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares; 2026Q1: 6,490 shares 6,490 $898K 0.2% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,835 shares; 2025Q1: 2,207 shares; 2025Q2: 2,827 shares; 2025Q3: 2,840 shares; 2025Q4: 2,637 shares; 2026Q1: 3,999 shares 3,999 $785K 0.18% +1,362 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 4,627 shares; 2025Q1: 2,979 shares; 2025Q2: 2,979 shares; 2025Q3: 8,981 shares; 2025Q4: 6,217 shares; 2026Q1: 24,328 shares 24,328 $746K 0.17% +18,111 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: 4,826 shares; 2024Q4: 5,032 shares; 2025Q1: 6,354 shares; 2025Q2: 6,326 shares; 2025Q3: 6,508 shares; 2025Q4: 6,535 shares; 2026Q1: 10,713 shares 10,713 $723K 0.16% +4,178 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 7,198 shares; 2025Q1: 7,053 shares; 2025Q2: 7,085 shares; 2025Q3: 7,118 shares; 2025Q4: 7,152 shares; 2026Q1: 7,187 shares 7,187 $694K 0.16% +35 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: 247 shares; 2024Q4: 240 shares; 2025Q1: 242 shares; 2025Q2: 225 shares; 2025Q3: 220 shares; 2025Q4: 757 shares; 2026Q1: 760 shares 760 $663K 0.15% +3 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: 681 shares; 2024Q4: 683 shares; 2025Q1: 731 shares; 2025Q2: 916 shares; 2025Q3: 1,307 shares; 2025Q4: 1,309 shares; 2026Q1: 1,488 shares 1,488 $650K 0.15% +179 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: 657 shares; 2024Q4: 590 shares; 2025Q1: 531 shares; 2025Q2: 478 shares; 2025Q3: 481 shares; 2025Q4: 2,333 shares; 2026Q1: 2,271 shares 2,271 $645K 0.15% -62 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2,919 shares; 2025Q1: 2,922 shares; 2025Q2: 2,927 shares; 2025Q3: 2,931 shares; 2025Q4: 2,937 shares; 2026Q1: 2,940 shares 2,940 $623K 0.14% +3 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: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,668 shares; 2025Q4: 2,066 shares; 2026Q1: 2,324 shares 2,324 $500K 0.11% +258 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: 350 shares; 2024Q4: 382 shares; 2025Q1: 374 shares; 2025Q2: 504 shares; 2025Q3: 519 shares; 2025Q4: 5,204 shares; 2026Q1: 5,197 shares 5,197 $500K 0.11% -7 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,070 shares; 2024Q4: 19,016 shares; 2025Q1: 18,327 shares; 2025Q2: 16,681 shares; 2025Q3: 14,379 shares; 2025Q4: 14,551 shares; 2026Q1: 14,870 shares 14,870 $490K 0.11% +319 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: 1,264 shares; 2024Q4: 1,262 shares; 2025Q1: 2,509 shares; 2025Q2: 2,967 shares; 2025Q3: 2,965 shares; 2025Q4: 3,273 shares; 2026Q1: 2,838 shares 2,838 $481K 0.11% -435 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: 1,964 shares; 2024Q4: 4,197 shares; 2025Q1: 3,988 shares; 2025Q2: 4,082 shares; 2025Q3: 4,212 shares; 2025Q4: 3,478 shares; 2026Q1: 3,301 shares 3,301 $477K 0.11% -177 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: 329 shares; 2024Q4: 336 shares; 2025Q1: 364 shares; 2025Q2: 316 shares; 2025Q3: 613 shares; 2025Q4: 614 shares; 2026Q1: 664 shares 664 $464K 0.11% +50 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 6,908 shares; 2025Q1: 6,884 shares; 2025Q2: 6,309 shares; 2025Q3: 5,708 shares; 2025Q4: 5,036 shares; 2026Q1: 4,103 shares 4,103 $450K 0.1% -933 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 15,707 shares; 2025Q1: 15,726 shares; 2025Q2: 22,813 shares; 2025Q3: 18,775 shares; 2025Q4: 17,296 shares; 2026Q1: 15,827 shares 15,827 $441K 0.1% -1,469 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: 323 shares; 2024Q4: 396 shares; 2025Q1: 312 shares; 2025Q2: 310 shares; 2025Q3: 1,288 shares; 2025Q4: 1,408 shares; 2026Q1: 1,415 shares 1,415 $406K 0.09% +7 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: 759 shares; 2024Q4: 777 shares; 2025Q1: 787 shares; 2025Q2: 777 shares; 2025Q3: 765 shares; 2025Q4: 703 shares; 2026Q1: 402 shares 402 $400K 0.09% -301 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: 473 shares; 2024Q4: 575 shares; 2025Q1: 1,532 shares; 2025Q2: 1,537 shares; 2025Q3: 1,604 shares; 2025Q4: 1,607 shares; 2026Q1: 1,942 shares 1,942 $375K 0.09% +335 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: 1,496 shares; 2024Q4: 1,391 shares; 2025Q1: 1,527 shares; 2025Q2: 1,531 shares; 2025Q3: 1,538 shares; 2025Q4: 1,545 shares; 2026Q1: 1,692 shares 1,692 $368K 0.08% +147 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: 2,162 shares; 2024Q4: 2,301 shares; 2025Q1: 2,268 shares; 2025Q2: 2,086 shares; 2025Q3: 2,782 shares; 2025Q4: 2,830 shares; 2026Q1: 2,856 shares 2,856 $355K 0.08% +26 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: 991 shares; 2024Q4: 983 shares; 2025Q1: 960 shares; 2025Q2: 961 shares; 2025Q3: 1,012 shares; 2025Q4: 977 shares; 2026Q1: 994 shares 994 $350K 0.08% +17 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 16 shares; 2025Q1: 85 shares; 2025Q2: 1,254 shares; 2025Q3: 1,375 shares; 2025Q4: 3,625 shares; 2026Q1: 3,476 shares 3,476 $321K 0.07% -149 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 848 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $312K 0.07% 0 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: 212 shares; 2024Q4: 219 shares; 2025Q1: 418 shares; 2025Q2: 400 shares; 2025Q3: 445 shares; 2025Q4: 493 shares; 2026Q1: 439 shares 439 $311K 0.07% -54 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: 5,752 shares; 2024Q4: 5,948 shares; 2025Q1: 5,460 shares; 2025Q2: 5,435 shares; 2025Q3: 5,609 shares; 2025Q4: 5,921 shares; 2026Q1: 6,382 shares 6,382 $311K 0.07% +461 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: 1,863 shares; 2024Q4: 1,805 shares; 2025Q1: 2,019 shares; 2025Q2: 2,189 shares; 2025Q3: 2,235 shares; 2025Q4: 2,189 shares; 2026Q1: 2,555 shares 2,555 $303K 0.07% +366 Timeline XLRE 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: 3,301 shares; 2024Q4: 3,349 shares; 2025Q1: 3,375 shares; 2025Q2: 3,414 shares; 2025Q3: 3,443 shares; 2025Q4: 7,103 shares; 2026Q1: 7,172 shares 7,172 $293K 0.07% +69 Timeline IWB 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: 819 shares; 2024Q4: 818 shares; 2025Q1: 819 shares; 2025Q2: 820 shares; 2025Q3: 817 shares; 2025Q4: 818 shares; 2026Q1: 805 shares 805 $287K 0.07% -13 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: 157 shares; 2024Q4: 159 shares; 2025Q1: 190 shares; 2025Q2: 196 shares; 2025Q3: 252 shares; 2025Q4: 269 shares; 2026Q1: 311 shares 311 $287K 0.07% +42 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: 505 shares; 2024Q4: 533 shares; 2025Q1: 505 shares; 2025Q2: 295 shares; 2025Q3: 25 shares; 2025Q4: 166 shares; 2026Q1: 656 shares 656 $282K 0.06% +490 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: 950 shares; 2024Q4: 946 shares; 2025Q1: 867 shares; 2025Q2: 757 shares; 2025Q3: 879 shares; 2025Q4: 705 shares; 2026Q1: 930 shares 930 $281K 0.06% +225 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: 3,516 shares; 2024Q4: 3,386 shares; 2025Q1: 3,262 shares; 2025Q2: 3,175 shares; 2025Q3: 3,263 shares; 2025Q4: 3,447 shares; 2026Q1: 3,558 shares 3,558 $276K 0.06% +111 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 33 shares; 2026Q1: 2,181 shares 2,181 $273K 0.06% +2,148 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 5,127 shares; 2025Q1: 5,127 shares; 2025Q2: 8,443 shares; 2025Q3: 6,639 shares; 2025Q4: 6,727 shares; 2026Q1: 8,399 shares 8,399 $272K 0.06% +1,672 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: 948 shares; 2024Q4: 735 shares; 2025Q1: 610 shares; 2025Q2: 704 shares; 2025Q3: 881 shares; 2025Q4: 859 shares; 2026Q1: 1,308 shares 1,308 $271K 0.06% +449 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: 322 shares; 2024Q4: 329 shares; 2025Q1: 309 shares; 2025Q2: 350 shares; 2025Q3: 441 shares; 2025Q4: 443 shares; 2026Q1: 539 shares 539 $269K 0.06% +96 Timeline FTEC 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: 1,014 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,014 shares; 2025Q3: 1,096 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares 1,261 $262K 0.06% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 4,862 shares; 2026Q1: 4,862 shares 4,862 $257K 0.06% 0 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: 559 shares; 2024Q4: 617 shares; 2025Q1: 651 shares; 2025Q2: 637 shares; 2025Q3: 677 shares; 2025Q4: 716 shares; 2026Q1: 746 shares 746 $245K 0.06% +30 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares 2,625 $234K 0.05% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 3,418 shares; 2025Q1: 4,658 shares; 2025Q2: 4,724 shares; 2025Q3: 4,728 shares; 2025Q4: 4,765 shares; 2026Q1: 4,941 shares 4,941 $232K 0.05% +176 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: 1,402 shares; 2024Q4: 1,315 shares; 2025Q1: 1,035 shares; 2025Q2: 900 shares; 2025Q3: 941 shares; 2025Q4: 965 shares; 2026Q1: 936 shares 936 $229K 0.05% -29 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 5,064 shares; 2025Q1: 3,406 shares; 2025Q2: 5,402 shares; 2025Q3: 3,146 shares; 2025Q4: 3,792 shares; 2026Q1: 4,607 shares 4,607 $225K 0.05% +815 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,126 shares 2,126 $223K 0.05% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,571 shares; 2026Q1: 6,906 shares 6,906 $216K 0.05% +4,335 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: 265 shares; 2024Q4: 266 shares; 2025Q1: 265 shares; 2025Q2: 215 shares; 2025Q3: 244 shares; 2025Q4: 315 shares; 2026Q1: 769 shares 769 $208K 0.05% +454 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,233 shares; 2025Q1: 2,912 shares; 2025Q2: 2,581 shares; 2025Q3: 2,264 shares; 2025Q4: 1,942 shares; 2026Q1: 1,632 shares 1,632 $206K 0.05% -310 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: 1,192 shares; 2024Q4: 955 shares; 2025Q1: 2,410 shares; 2025Q2: 2,920 shares; 2025Q3: 1,455 shares; 2025Q4: 1,554 shares; 2026Q1: 1,706 shares 1,706 $205K 0.05% +152 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 66 shares; 2025Q1: 67 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 2,056 shares; 2026Q1: 2,095 shares 2,095 $205K 0.05% +39 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: 882 shares; 2024Q4: 890 shares; 2025Q1: 2,385 shares; 2025Q2: 1,480 shares; 2025Q3: 1,348 shares; 2025Q4: 1,806 shares; 2026Q1: 1,807 shares 1,807 $204K 0.05% +1 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: 922 shares; 2025Q1: 842 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 931 shares; 2026Q1: 953 shares 953 $204K 0.05% +22 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: 1,775 shares; 2024Q4: 1,762 shares; 2025Q1: 2,185 shares; 2025Q2: 2,194 shares; 2025Q3: 2,322 shares; 2025Q4: 2,382 shares; 2026Q1: 2,516 shares 2,516 $200K 0.05% +134 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: 358 shares; 2024Q4: 358 shares; 2025Q1: 903 shares; 2025Q2: 866 shares; 2025Q3: 968 shares; 2025Q4: 949 shares; 2026Q1: 905 shares 905 $197K 0.04% -44 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: 521 shares; 2024Q4: 522 shares; 2025Q1: 510 shares; 2025Q2: 508 shares; 2025Q3: 556 shares; 2025Q4: 460 shares; 2026Q1: 425 shares 425 $196K 0.04% -35 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares 3,645 $194K 0.04% 0 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 3,911 shares; 2025Q4: 3,761 shares; 2026Q1: 3,612 shares 3,612 $194K 0.04% -149 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: 653 shares; 2024Q4: 674 shares; 2025Q1: 688 shares; 2025Q2: 694 shares; 2025Q3: 719 shares; 2025Q4: 739 shares; 2026Q1: 779 shares 779 $189K 0.04% +40 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,768 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares 1,783 $183K 0.04% 0 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: 300 shares; 2024Q4: 303 shares; 2025Q1: 261 shares; 2025Q2: 504 shares; 2025Q3: 526 shares; 2025Q4: 552 shares; 2026Q1: 582 shares 582 $181K 0.04% +30 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: 175 shares; 2024Q4: 167 shares; 2025Q1: 127 shares; 2025Q2: 379 shares; 2025Q3: 502 shares; 2025Q4: 500 shares; 2026Q1: 516 shares 516 $176K 0.04% +16 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,575 shares; 2025Q1: 3,545 shares; 2025Q2: 4,115 shares; 2025Q3: 1,786 shares; 2025Q4: 1,794 shares; 2026Q1: 1,794 shares 1,794 $174K 0.04% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 2,089 shares; 2026Q1: 1,997 shares 1,997 $169K 0.04% -92 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: 240 shares; 2024Q4: 269 shares; 2025Q1: 294 shares; 2025Q2: 428 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $169K 0.04% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,460 shares; 2025Q1: 6,559 shares; 2025Q2: 6,666 shares; 2025Q3: 6,773 shares; 2025Q4: 6,888 shares; 2026Q1: 6,998 shares 6,998 $166K 0.04% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 2,298 shares; 2026Q1: 2,642 shares 2,642 $165K 0.04% +344 Timeline DFUV 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: 2,482 shares; 2025Q4: 3,311 shares; 2026Q1: 3,314 shares 3,314 $161K 0.04% +3 Timeline ESGU 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: 900 shares; 2024Q4: 905 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $155K 0.04% 0 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: 6 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 11 shares; 2025Q3: 761 shares; 2025Q4: 1,031 shares; 2026Q1: 1,043 shares 1,043 $154K 0.04% +12 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: 114 shares; 2024Q4: 81 shares; 2025Q1: 150 shares; 2025Q2: 145 shares; 2025Q3: 164 shares; 2025Q4: 179 shares; 2026Q1: 182 shares 182 $154K 0.04% +3 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: 738 shares; 2024Q4: 1,422 shares; 2025Q1: 1,421 shares; 2025Q2: 1,363 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,001 shares 1,001 $151K 0.03% -366 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: 2,304 shares; 2024Q4: 2,221 shares; 2025Q1: 1,853 shares; 2025Q2: 1,855 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 2,964 shares 2,964 $149K 0.03% +1,087 Timeline VSGX 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: 1,885 shares; 2024Q4: 2,010 shares; 2025Q1: 2,019 shares; 2025Q2: 2,026 shares; 2025Q3: 2,031 shares; 2025Q4: 2,040 shares; 2026Q1: 2,046 shares 2,046 $147K 0.03% +6 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,319 shares; 2025Q3: 2,344 shares; 2025Q4: 2,372 shares; 2026Q1: 2,395 shares 2,395 $146K 0.03% +23 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: 1,651 shares; 2025Q1: 363 shares; 2025Q2: 1,151 shares; 2025Q3: 1,156 shares; 2025Q4: 1,161 shares; 2026Q1: 1,179 shares 1,179 $145K 0.03% +18 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to 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: 3,563 shares 3,563 $144K 0.03% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 1,060 shares; 2026Q1: 8,893 shares 8,893 $141K 0.03% +7,833 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 503 shares; 2025Q1: 491 shares; 2025Q2: 486 shares; 2025Q3: 487 shares; 2025Q4: 489 shares; 2026Q1: 503 shares 503 $140K 0.03% +14 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: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,112 shares; 2025Q4: 2,169 shares; 2026Q1: 2,283 shares 2,283 $140K 0.03% +114 Timeline SLYV 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: 266 shares; 2024Q4: 268 shares; 2025Q1: 1,459 shares; 2025Q2: 1,460 shares; 2025Q3: 1,462 shares; 2025Q4: 1,463 shares; 2026Q1: 1,470 shares 1,470 $139K 0.03% +7 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 4,197 shares; 2025Q3: 2,282 shares; 2025Q4: 2,380 shares; 2026Q1: 2,737 shares 2,737 $137K 0.03% +357 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: 176 shares; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,135 shares; 2025Q3: 3,516 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490 $136K 0.03% 0 Timeline VGK 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: 935 shares; 2024Q4: 935 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,095 shares; 2025Q4: 1,111 shares; 2026Q1: 1,616 shares 1,616 $133K 0.03% +505 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: 395 shares; 2024Q4: 510 shares; 2025Q1: 305 shares; 2025Q2: 1,829 shares; 2025Q3: 1,973 shares; 2025Q4: 1,989 shares; 2026Q1: 2,142 shares 2,142 $130K 0.03% +153 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,612 shares 1,612 $130K 0.03% new 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: 877 shares; 2024Q4: 882 shares; 2025Q1: 853 shares; 2025Q2: 845 shares; 2025Q3: 867 shares; 2025Q4: 948 shares; 2026Q1: 879 shares 879 $129K 0.03% -69 Timeline SPSM 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: 10 shares; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,584 shares 2,584 $125K 0.03% +479 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: 438 shares; 2024Q4: 382 shares; 2025Q1: 322 shares; 2025Q2: 305 shares; 2025Q3: 367 shares; 2025Q4: 528 shares; 2026Q1: 610 shares 610 $124K 0.03% +82 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: 2,270 shares; 2024Q4: 448 shares; 2025Q1: 197 shares; 2025Q2: 47 shares; 2025Q3: 57 shares; 2025Q4: 803 shares; 2026Q1: 1,603 shares 1,603 $124K 0.03% +800 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: 222 shares; 2024Q4: 214 shares; 2025Q1: 198 shares; 2025Q2: 205 shares; 2025Q3: 335 shares; 2025Q4: 310 shares; 2026Q1: 365 shares 365 $123K 0.03% +55 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: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $123K 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,497 shares; 2025Q1: 2,512 shares; 2025Q2: 2,578 shares; 2025Q3: 2,586 shares; 2025Q4: 2,586 shares; 2026Q1: 2,669 shares 2,669 $122K 0.03% +83 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 965 shares; 2025Q1: 1,308 shares; 2025Q2: 1,297 shares; 2025Q3: 1,305 shares; 2025Q4: 2,630 shares; 2026Q1: 2,648 shares 2,648 $122K 0.03% +18 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 5,178 shares; 2025Q3: 2,230 shares; 2025Q4: 2,580 shares; 2026Q1: 3,165 shares 3,165 $121K 0.03% +585 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $120K 0.03% 0 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: 997 shares; 2024Q4: 1,304 shares; 2025Q1: 1,035 shares; 2025Q2: 1,125 shares; 2025Q3: 1,179 shares; 2025Q4: 1,192 shares; 2026Q1: 1,556 shares 1,556 $118K 0.03% +364 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 3,506 shares; 2025Q3: 3,506 shares; 2025Q4: 3,506 shares; 2026Q1: 3,506 shares 3,506 $116K 0.03% 0 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: 544 shares; 2024Q4: 362 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 358 shares; 2025Q4: 587 shares; 2026Q1: 1,023 shares 1,023 $116K 0.03% +436 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: 243 shares; 2024Q4: 251 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 266 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $116K 0.03% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares 2,092 $115K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 241 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: 478 shares; 2025Q4: 463 shares; 2026Q1: 495 shares 495 $114K 0.03% +32 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,527 shares; 2025Q1: 2,523 shares; 2025Q2: 2,441 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares 2,449 $114K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $113K 0.03% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,311 shares; 2025Q3: 5,523 shares; 2025Q4: 2,745 shares; 2026Q1: 1,934 shares 1,934 $111K 0.03% -811 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,243 shares; 2024Q4: 33,206 shares; 2025Q1: 386 shares; 2025Q2: 1,962 shares; 2025Q3: 3,985 shares; 2025Q4: 1,921 shares; 2026Q1: 3,770 shares 3,770 $110K 0.02% +1,849 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $109K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,022 shares; 2025Q1: 1,328 shares; 2025Q2: 1,336 shares; 2025Q3: 1,345 shares; 2025Q4: 1,251 shares; 2026Q1: 1,291 shares 1,291 $106K 0.02% +40 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 110 shares; 2025Q3: 493 shares; 2025Q4: 196 shares; 2026Q1: 258 shares 258 $105K 0.02% +62 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: 804 shares; 2024Q4: 796 shares; 2025Q1: 762 shares; 2025Q2: 750 shares; 2025Q3: 870 shares; 2025Q4: 792 shares; 2026Q1: 542 shares 542 $101K 0.02% -250 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $101K 0.02% 0 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: 927 shares; 2024Q4: 1,039 shares; 2025Q1: 890 shares; 2025Q2: 2,089 shares; 2025Q3: 2,111 shares; 2025Q4: 2,203 shares; 2026Q1: 2,151 shares 2,151 $98.9K 0.02% -52 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 57 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $98.6K 0.02% 0 Timeline ESGV 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: 1,029 shares; 2024Q4: 1,026 shares; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,034 shares; 2025Q4: 800 shares; 2026Q1: 875 shares 875 $98.2K 0.02% +75 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,206 shares; 2025Q1: 1,129 shares; 2025Q2: 1,132 shares; 2025Q3: 917 shares; 2025Q4: 907 shares; 2026Q1: 924 shares 924 $94.8K 0.02% +17 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,297 shares; 2025Q1: 1,279 shares; 2025Q2: 1,287 shares; 2025Q3: 1,295 shares; 2025Q4: 1,303 shares; 2026Q1: 1,321 shares 1,321 $94.2K 0.02% +18 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: 201 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 432 shares; 2026Q1: 439 shares 439 $93.7K 0.02% +7 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,242 shares; 2026Q1: 7,479 shares 7,479 $93.6K 0.02% +237 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: 602 shares; 2024Q4: 1,005 shares; 2025Q1: 1,316 shares; 2025Q2: 1,159 shares; 2025Q3: 1,189 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $93.2K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 27 shares; 2025Q2: 223 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 222 shares 222 $92.3K 0.02% +4 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: 2,356 shares; 2024Q4: 1,494 shares; 2025Q1: 2,080 shares; 2025Q2: 2,635 shares; 2025Q3: 2,711 shares; 2025Q4: 2,713 shares; 2026Q1: 3,161 shares 3,161 $91.7K 0.02% +448 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,192 shares; 2026Q1: 1,303 shares 1,303 $91.1K 0.02% +111 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 405 shares; 2025Q1: 1,229 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,241 shares 1,241 $89.8K 0.02% +27 Timeline BIV 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: 1,069 shares; 2024Q4: 1,083 shares; 2025Q1: 1,090 shares; 2025Q2: 1,101 shares; 2025Q3: 2,312 shares; 2025Q4: 1,127 shares; 2026Q1: 1,135 shares 1,135 $87.6K 0.02% +8 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: 348 shares; 2024Q4: 307 shares; 2025Q1: 232 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 1,409 shares; 2026Q1: 1,374 shares 1,374 $86.2K 0.02% -35 Timeline VHT 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: 249 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 251 shares; 2025Q3: 313 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $85.6K 0.02% 0 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: 485 shares; 2024Q4: 508 shares; 2025Q1: 505 shares; 2025Q2: 471 shares; 2025Q3: 476 shares; 2025Q4: 576 shares; 2026Q1: 628 shares 628 $85.4K 0.02% +52 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 959 shares; 2025Q1: 954 shares; 2025Q2: 949 shares; 2025Q3: 994 shares; 2025Q4: 1,015 shares; 2026Q1: 1,001 shares 1,001 $85K 0.02% -14 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 4,272 shares; 2025Q4: 6,828 shares; 2026Q1: 6,663 shares 6,663 $84.6K 0.02% -165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,060 shares; 2026Q1: 1,185 shares 1,185 $84.3K 0.02% +125 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: 29 shares; 2024Q4: 27 shares; 2025Q1: 52 shares; 2025Q2: 51 shares; 2025Q3: 333 shares; 2025Q4: 501 shares; 2026Q1: 602 shares 602 $83.2K 0.02% +101 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $82.9K 0.02% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 961 shares 961 $82.8K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 199 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 529 shares 529 $82K 0.02% +10 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: 114 shares; 2024Q4: 120 shares; 2025Q1: 97 shares; 2025Q2: 87 shares; 2025Q3: 88 shares; 2025Q4: 87 shares; 2026Q1: 388 shares 388 $81.6K 0.02% +301 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: 1 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 190 shares 190 $81.1K 0.02% +27 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares 1,929 $80.1K 0.02% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,609 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares 1,606 $80K 0.02% 0 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: 224 shares; 2024Q4: 165 shares; 2025Q1: 169 shares; 2025Q2: 167 shares; 2025Q3: 200 shares; 2025Q4: 277 shares; 2026Q1: 261 shares 261 $79K 0.02% -16 Timeline QQQE 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: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 791 shares 791 $77.9K 0.02% +699 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 4,608 shares; 2025Q3: 1,794 shares; 2025Q4: 1,808 shares; 2026Q1: 1,662 shares 1,662 $77.1K 0.02% -146 Timeline VXF 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $76.9K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 761 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $76.4K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 225 shares; 2025Q1: 617 shares; 2025Q2: 215 shares; 2025Q3: 216 shares; 2025Q4: 380 shares; 2026Q1: 398 shares 398 $76.2K 0.02% +18 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: 27 shares; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 52 shares 52 $75.9K 0.02% +30 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: 274 shares; 2024Q4: 292 shares; 2025Q1: 274 shares; 2025Q2: 189 shares; 2025Q3: 199 shares; 2025Q4: 289 shares; 2026Q1: 380 shares 380 $75.6K 0.02% +91 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 358 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 249 shares 249 $75.5K 0.02% -83 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: 1,441 shares; 2024Q4: 1,320 shares; 2025Q1: 1,113 shares; 2025Q2: 1,011 shares; 2025Q3: 863 shares; 2025Q4: 711 shares; 2026Q1: 568 shares 568 $73.8K 0.02% -143 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: 434 shares; 2024Q4: 412 shares; 2025Q1: 330 shares; 2025Q2: 319 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 292 shares 292 $72.4K 0.02% +7 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,218 shares 1,218 $71.4K 0.02% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,832 shares 1,832 $71.4K 0.02% new 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: 275 shares; 2024Q4: 289 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 631 shares; 2025Q4: 870 shares; 2026Q1: 980 shares 980 $71.4K 0.02% +110 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,799 shares 11,799 $70.8K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 168 shares; 2025Q1: 1,212 shares; 2025Q2: 1,216 shares; 2025Q3: 1,185 shares; 2025Q4: 1,254 shares; 2026Q1: 1,244 shares 1,244 $70.1K 0.02% -10 Timeline VCR 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 192 shares 192 $69K 0.02% +30 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares 2,751 $67.5K 0.02% 0 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: 759 shares; 2024Q4: 679 shares; 2025Q1: 651 shares; 2025Q2: 652 shares; 2025Q3: 654 shares; 2025Q4: 656 shares; 2026Q1: 657 shares 657 $67.2K 0.02% +1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 4,281 shares 4,281 $67K 0.02% +4,119 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 1,089 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $66.8K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 399 shares 399 $66K 0.02% +1 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: 85 shares; 2024Q4: 91 shares; 2025Q1: 68 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 70 shares; 2026Q1: 133 shares 133 $65.8K 0.01% +63 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to 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: 1,278 shares; 2026Q1: 1,404 shares 1,404 $65.6K 0.01% +126 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: 297 shares; 2024Q4: 261 shares; 2025Q1: 259 shares; 2025Q2: 261 shares; 2025Q3: 264 shares; 2025Q4: 267 shares; 2026Q1: 268 shares 268 $65.5K 0.01% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $64.2K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 239 shares; 2025Q2: 137 shares; 2025Q3: 174 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $63.9K 0.01% 0 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: 209 shares; 2024Q4: 212 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 165 shares; 2025Q4: 170 shares; 2026Q1: 189 shares 189 $63.7K 0.01% +19 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $63.3K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 54 shares; 2025Q4: 261 shares; 2026Q1: 275 shares 275 $63.3K 0.01% +14 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: 412 shares; 2024Q4: 432 shares; 2025Q1: 380 shares; 2025Q2: 377 shares; 2025Q3: 561 shares; 2025Q4: 382 shares; 2026Q1: 394 shares 394 $63K 0.01% +12 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: 211 shares; 2024Q4: 252 shares; 2025Q1: 307 shares; 2025Q2: 211 shares; 2025Q3: 217 shares; 2025Q4: 222 shares; 2026Q1: 493 shares 493 $62.3K 0.01% +271 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares 1,192 $62.3K 0.01% 0 Timeline IJJ 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $62.2K 0.01% 0 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: 83 shares; 2024Q4: 84 shares; 2025Q1: 146 shares; 2025Q2: 165 shares; 2025Q3: 164 shares; 2025Q4: 166 shares; 2026Q1: 173 shares 173 $62K 0.01% +7 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: 593 shares; 2024Q4: 594 shares; 2025Q1: 572 shares; 2025Q2: 403 shares; 2025Q3: 299 shares; 2025Q4: 297 shares; 2026Q1: 396 shares 396 $61.4K 0.01% +99 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: 621 shares; 2024Q4: 632 shares; 2025Q1: 398 shares; 2025Q2: 402 shares; 2025Q3: 1,629 shares; 2025Q4: 1,318 shares; 2026Q1: 1,057 shares 1,057 $60K 0.01% -261 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,012 shares; 2025Q1: 1,007 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $59.7K 0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 1,298 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares 1,294 $59.3K 0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares 964 $59.1K 0.01% 0 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: 588 shares; 2024Q4: 497 shares; 2025Q1: 376 shares; 2025Q2: 381 shares; 2025Q3: 500 shares; 2025Q4: 461 shares; 2026Q1: 440 shares 440 $58.1K 0.01% -21 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 255 shares; 2025Q4: 231 shares; 2026Q1: 192 shares 192 $58K 0.01% -39 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 116 shares; 2025Q1: 84 shares; 2025Q2: 69 shares; 2025Q3: 98 shares; 2025Q4: 114 shares; 2026Q1: 181 shares 181 $57.7K 0.01% +67 Timeline IGSB 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: 1,056 shares; 2025Q3: 1,068 shares; 2025Q4: 1,084 shares; 2026Q1: 1,092 shares 1,092 $57.4K 0.01% +8 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 844 shares; 2026Q1: 844 shares 844 $57K 0.01% 0 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: 1,185 shares; 2024Q4: 1,291 shares; 2025Q1: 1,108 shares; 2025Q2: 1,117 shares; 2025Q3: 1,140 shares; 2025Q4: 1,266 shares; 2026Q1: 2,027 shares 2,027 $56.9K 0.01% +761 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: 156 shares; 2024Q4: 148 shares; 2025Q1: 131 shares; 2025Q2: 117 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 240 shares 240 $56.6K 0.01% +115 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: 619 shares; 2024Q4: 775 shares; 2025Q1: 639 shares; 2025Q2: 524 shares; 2025Q3: 608 shares; 2025Q4: 553 shares; 2026Q1: 629 shares 629 $56.4K 0.01% +76 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: 264 shares; 2024Q4: 200 shares; 2025Q1: 177 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 248 shares 248 $56K 0.01% +64 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,892 shares; 2025Q1: 1,891 shares; 2025Q2: 2,701 shares; 2025Q3: 2,716 shares; 2025Q4: 3,410 shares; 2026Q1: 2,463 shares 2,463 $55.9K 0.01% -947 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares 601 $55.7K 0.01% new 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: 38 shares; 2024Q4: 45 shares; 2025Q1: 36 shares; 2025Q2: 434 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 577 shares 577 $55.6K 0.01% +79 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 1,182 shares 1,182 $55.6K 0.01% +732 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 108 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 83 shares; 2025Q4: 788 shares; 2026Q1: 780 shares 780 $55.5K 0.01% -8 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 782 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $55.3K 0.01% 0 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: 96 shares; 2024Q4: 69 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 90 shares 90 $54.4K 0.01% +33 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 331 shares; 2025Q2: 330 shares; 2025Q3: 525 shares; 2025Q4: 371 shares; 2026Q1: 290 shares 290 $53.5K 0.01% -81 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: 384 shares; 2024Q4: 385 shares; 2025Q1: 338 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 198 shares; 2026Q1: 274 shares 274 $53.2K 0.01% +76 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: 626 shares; 2024Q4: 658 shares; 2025Q1: 368 shares; 2025Q2: 219 shares; 2025Q3: 456 shares; 2025Q4: 354 shares; 2026Q1: 566 shares 566 $52.6K 0.01% +212 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: 694 shares; 2024Q4: 764 shares; 2025Q1: 819 shares; 2025Q2: 726 shares; 2025Q3: 940 shares; 2025Q4: 512 shares; 2026Q1: 545 shares 545 $52.6K 0.01% +33 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 897 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 1,261 shares 1,261 $52.5K 0.01% +381 Timeline ITA 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: 398 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 450 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $52.1K 0.01% 0 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 119 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $52.1K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 23 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $51.5K 0.01% 0 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: 31 shares; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 927 shares 927 $51.2K 0.01% +1 Timeline OEF 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: 270 shares; 2024Q4: 271 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 160 shares 160 $50.9K 0.01% -87 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,281 shares; 2025Q1: 1,253 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,253 shares; 2026Q1: 1,261 shares 1,261 $50.9K 0.01% +8 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: 177 shares; 2024Q4: 171 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 171 shares; 2026Q1: 209 shares 209 $50.8K 0.01% +38 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $49.9K 0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 431 shares 431 $49.6K 0.01% +51 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: 64 shares; 2024Q4: 200 shares; 2025Q1: 199 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $49.5K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 39 shares; 2025Q1: 36 shares; 2025Q2: 45 shares; 2025Q3: 59 shares; 2025Q4: 56 shares; 2026Q1: 64 shares 64 $49.3K 0.01% +8 Timeline VOT 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 210 shares; 2025Q3: 167 shares; 2025Q4: 170 shares; 2026Q1: 191 shares 191 $49.2K 0.01% +21 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: 30 shares; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 102 shares; 2025Q4: 107 shares; 2026Q1: 169 shares 169 $49.2K 0.01% +62 Timeline IXUS 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: 144 shares; 2024Q4: 466 shares; 2025Q1: 491 shares; 2025Q2: 486 shares; 2025Q3: 433 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $49.2K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 146 shares; 2025Q1: 194 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 282 shares; 2026Q1: 306 shares 306 $49.1K 0.01% +24 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: 2,245 shares; 2024Q4: 2,202 shares; 2025Q1: 2,194 shares; 2025Q2: 2,144 shares; 2025Q3: 1,824 shares; 2025Q4: 1,644 shares; 2026Q1: 1,530 shares 1,530 $49K 0.01% -114 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: 724 shares; 2024Q4: 654 shares; 2025Q1: 318 shares; 2025Q2: 290 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 372 shares 372 $48.7K 0.01% +92 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $48.6K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 2,131 shares; 2025Q1: 1,810 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 164 shares; 2026Q1: 167 shares 167 $48K 0.01% +3 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: 554 shares; 2024Q4: 518 shares; 2025Q1: 423 shares; 2025Q2: 319 shares; 2025Q3: 327 shares; 2025Q4: 685 shares; 2026Q1: 660 shares 660 $47.5K 0.01% -25 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: 328 shares; 2024Q4: 452 shares; 2025Q1: 457 shares; 2025Q2: 459 shares; 2025Q3: 455 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $45.8K 0.01% 0 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: 813 shares; 2024Q4: 832 shares; 2025Q1: 682 shares; 2025Q2: 914 shares; 2025Q3: 749 shares; 2025Q4: 821 shares; 2026Q1: 1,037 shares 1,037 $45.8K 0.01% +216 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: 189 shares; 2024Q4: 193 shares; 2025Q1: 159 shares; 2025Q2: 252 shares; 2025Q3: 240 shares; 2025Q4: 266 shares; 2026Q1: 276 shares 276 $45.4K 0.01% +10 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: 267 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 253 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $45.3K 0.01% 0 Timeline IJS 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: 62 shares; 2025Q2: 380 shares; 2025Q3: 476 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $45K 0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 597 shares 597 $44.6K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 2,917 shares; 2025Q3: 1,349 shares; 2025Q4: 749 shares; 2026Q1: 952 shares 952 $44.5K 0.01% +203 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791 $44K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 450 shares 450 $44K 0.01% +413 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: 110 shares; 2024Q4: 107 shares; 2025Q1: 65 shares; 2025Q2: 489 shares; 2025Q3: 635 shares; 2025Q4: 570 shares; 2026Q1: 617 shares 617 $43.7K 0.01% +47 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $42.7K 0.01% 0 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: 69 shares; 2024Q4: 74 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 126 shares; 2026Q1: 209 shares 209 $42.5K 0.01% +83 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: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $42.5K 0.01% 0 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: 205 shares; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 202 shares; 2025Q3: 175 shares; 2025Q4: 232 shares; 2026Q1: 203 shares 203 $42.3K 0.01% -29 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares 215 $42.3K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 41 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 40 shares; 2026Q1: 171 shares 171 $42.1K 0.01% +131 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 908 shares; 2025Q1: 909 shares; 2025Q2: 911 shares; 2025Q3: 914 shares; 2025Q4: 917 shares; 2026Q1: 918 shares 918 $42.1K 0.01% +1 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: 303 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $42.1K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 392 shares; 2025Q1: 501 shares; 2025Q2: 499 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 241 shares 241 $41.6K 0.01% +98 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $41K 0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,092 shares; 2025Q4: 4,333 shares; 2026Q1: 1,092 shares 1,092 $40.9K 0.01% -3,241 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: 382 shares; 2024Q4: 386 shares; 2025Q1: 367 shares; 2025Q2: 187 shares; 2025Q3: 196 shares; 2025Q4: 189 shares; 2026Q1: 333 shares 333 $40.3K 0.01% +144 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 798 shares; 2025Q4: 717 shares; 2026Q1: 638 shares 638 $39.9K 0.01% -79 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,058 shares; 2025Q1: 954 shares; 2025Q2: 498 shares; 2025Q3: 497 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $39.8K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 114 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 108 shares; 2026Q1: 101 shares 101 $39.6K 0.01% -7 Timeline VFH 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: 49 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 326 shares 326 $39.4K 0.01% +90 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: 113 shares; 2024Q4: 132 shares; 2025Q1: 130 shares; 2025Q2: 92 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 188 shares 188 $39.2K 0.01% +94 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares 313 $39K 0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 373 shares; 2026Q1: 320 shares 320 $38.6K 0.01% -53 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,367 shares; 2025Q3: 1,378 shares; 2025Q4: 1,633 shares; 2026Q1: 1,423 shares 1,423 $37.9K 0.01% -210 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 1,497 shares; 2025Q1: 775 shares; 2025Q2: 779 shares; 2025Q3: 715 shares; 2025Q4: 628 shares; 2026Q1: 495 shares 495 $37.2K 0.01% -133 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: 464 shares; 2024Q4: 322 shares; 2025Q1: 280 shares; 2025Q2: 260 shares; 2025Q3: 385 shares; 2025Q4: 289 shares; 2026Q1: 288 shares 288 $37K 0.01% -1 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $36.8K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 283 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 405 shares; 2025Q4: 425 shares; 2026Q1: 372 shares 372 $36.6K 0.01% -53 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: 30 shares; 2025Q4: 297 shares; 2026Q1: 333 shares 333 $36.6K 0.01% +36 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36.4K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 93 shares; 2025Q1: 83 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 92 shares; 2026Q1: 83 shares 83 $36.1K 0.01% -9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 81 shares 81 $36.1K 0.01% +2 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: 31 shares; 2024Q4: 30 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 47 shares; 2025Q4: 39 shares; 2026Q1: 41 shares 41 $35.5K 0.01% +2 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: 24 shares; 2024Q4: 29 shares; 2025Q1: 24 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 167 shares; 2026Q1: 215 shares 215 $35.5K 0.01% +48 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: 126 shares; 2024Q4: 25 shares; 2025Q1: 14 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 32 shares; 2026Q1: 52 shares 52 $35.2K 0.01% +20 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: 324 shares; 2024Q4: 414 shares; 2025Q1: 1,311 shares; 2025Q2: 394 shares; 2025Q3: 496 shares; 2025Q4: 437 shares; 2026Q1: 472 shares 472 $35.1K 0.01% +35 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $35.1K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 465 shares 465 $35K 0.01% +359 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to 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: 1,006 shares; 2026Q1: 1,006 shares 1,006 $34.8K 0.01% 0 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares 2,045 $34.4K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 521 shares; 2025Q1: 502 shares; 2025Q2: 514 shares; 2025Q3: 520 shares; 2025Q4: 526 shares; 2026Q1: 531 shares 531 $34.3K 0.01% +5 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $34.2K 0.01% 0 Timeline IJK 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: 94 shares; 2024Q4: 94 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 339 shares 339 $34.1K 0.01% -54 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: 92 shares; 2024Q4: 93 shares; 2025Q1: 77 shares; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 76 shares 76 $34.1K 0.01% +6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 642 shares; 2025Q1: 468 shares; 2025Q2: 561 shares; 2025Q3: 584 shares; 2025Q4: 594 shares; 2026Q1: 652 shares 652 $33.9K 0.01% +58 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: 1,569 shares; 2024Q4: 1,541 shares; 2025Q1: 1,281 shares; 2025Q2: 947 shares; 2025Q3: 948 shares; 2025Q4: 949 shares; 2026Q1: 1,175 shares 1,175 $33.7K 0.01% +226 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 55 shares 55 $33.5K 0.01% -1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 104 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 93 shares; 2026Q1: 114 shares 114 $33.1K 0.01% +21 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 420 shares 420 $32.6K 0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $32.5K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 315 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 324 shares; 2025Q4: 363 shares; 2026Q1: 464 shares 464 $32.2K 0.01% +101 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: 156 shares; 2024Q4: 154 shares; 2025Q1: 137 shares; 2025Q2: 486 shares; 2025Q3: 149 shares; 2025Q4: 161 shares; 2026Q1: 132 shares 132 $32.1K 0.01% -29 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $31.8K 0.01% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $31.7K 0.01% 0 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: 67 shares; 2024Q4: 64 shares; 2025Q1: 50 shares; 2025Q2: 44 shares; 2025Q3: 93 shares; 2025Q4: 56 shares; 2026Q1: 64 shares 64 $31.6K 0.01% +8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 64 shares; 2025Q1: 60 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 96 shares 96 $31.4K 0.01% +40 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 215 shares 215 $31.1K 0.01% +156 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: 292 shares; 2024Q4: 284 shares; 2025Q1: 233 shares; 2025Q2: 265 shares; 2025Q3: 275 shares; 2025Q4: 361 shares; 2026Q1: 329 shares 329 $30.9K 0.01% -32 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $30.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $30.9K 0.01% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329 shares 329 $30.7K 0.01% new 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $30.5K 0.01% 0 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: 155 shares; 2024Q4: 220 shares; 2025Q1: 173 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 204 shares; 2026Q1: 209 shares 209 $30.4K 0.01% +5 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $29.8K 0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 129 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $29.3K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 90 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 140 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $29.1K 0.01% +1 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $29.1K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 90 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 73 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $28.7K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 1,403 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,421 shares 1,421 $28.5K 0.01% 0 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: 309 shares; 2024Q4: 246 shares; 2025Q1: 173 shares; 2025Q2: 159 shares; 2025Q3: 215 shares; 2025Q4: 335 shares; 2026Q1: 324 shares 324 $28.1K 0.01% -11 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $27.9K 0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,650 shares; 2026Q1: 10,000 shares 10,000 $27.9K 0.01% -2,650 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: 365 shares; 2024Q4: 195 shares; 2025Q1: 146 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 178 shares; 2026Q1: 198 shares 198 $27.6K 0.01% +20 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 456 shares 456 $27.4K 0.01% +139 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to 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: 1,022 shares 1,022 $27.3K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 342 shares; 2025Q4: 308 shares; 2026Q1: 353 shares 353 $27.2K 0.01% +45 Timeline SMLF 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: 341 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355 shares; 2026Q1: 356 shares 356 $26.9K 0.01% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 177 shares; 2025Q1: 179 shares; 2025Q2: 145 shares; 2025Q3: 148 shares; 2025Q4: 179 shares; 2026Q1: 310 shares 310 $26.4K 0.01% +131 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 951 shares; 2025Q3: 1,251 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $26.4K 0.01% 0 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: 428 shares; 2024Q4: 153 shares; 2025Q1: 103 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 216 shares; 2026Q1: 239 shares 239 $25.9K 0.01% +23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 89 shares; 2025Q1: 72 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 109 shares; 2026Q1: 141 shares 141 $25.7K 0.01% +32 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: 38 shares; 2024Q4: 39 shares; 2025Q1: 34 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 25 shares; 2026Q1: 29 shares 29 $25.6K 0.01% +4 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $25.4K 0.01% 0 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: 699 shares; 2024Q4: 635 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 539 shares; 2025Q4: 462 shares; 2026Q1: 555 shares 555 $25.1K 0.01% +93 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares 508 $24.8K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 71 shares; 2025Q1: 61 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 341 shares; 2026Q1: 237 shares 237 $24.8K 0.01% -104 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 802 shares 802 $24.7K 0.01% new 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: 110 shares; 2024Q4: 98 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 146 shares 146 $24.7K 0.01% +116 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 1,094 shares; 2025Q1: 413 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 436 shares 436 $24.7K 0.01% +27 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: 614 shares; 2025Q4: 353 shares; 2026Q1: 603 shares 603 $24.6K 0.01% +250 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: 96 shares; 2024Q4: 90 shares; 2025Q1: 66 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 140 shares; 2026Q1: 185 shares 185 $24.3K 0.01% +45 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: 69 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 57 shares 57 $24.2K 0.01% -4 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,392 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 4,505 shares; 2025Q4: 4,637 shares; 2026Q1: 1,602 shares 1,602 $24.1K 0.01% -3,035 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: 454 shares; 2026Q1: 455 shares 455 $24K 0.01% +1 Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 424 shares 424 $24K 0.01% 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: 28 shares; 2024Q4: 25 shares; 2025Q1: 1,032 shares; 2025Q2: 1,440 shares; 2025Q3: 18 shares; 2025Q4: 86 shares; 2026Q1: 191 shares 191 $24K 0.01% +105 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 276 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 387 shares 387 $23.9K 0.01% +169 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: 125 shares; 2024Q4: 126 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 128 shares 128 $23.8K 0.01% +6 Timeline VLUE 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: 167 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $23.7K 0.01% 0 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: 167 shares; 2024Q4: 135 shares; 2025Q1: 114 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 179 shares 179 $23.7K 0.01% +3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $23.6K 0.01% 0 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 301 shares; 2025Q2: 113 shares; 2025Q3: 539 shares; 2025Q4: 174 shares; 2026Q1: 112 shares 112 $23.5K 0.01% -62 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $23.5K 0.01% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 581 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.4K 0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 33 shares; 2026Q1: 32 shares 32 $23.4K 0.01% -1 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares 262 $23.2K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 291 shares 291 $23K 0.01% +20 Timeline IVLU 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: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578 $22.9K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 142 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 349 shares; 2025Q4: 281 shares; 2026Q1: 245 shares 245 $22.8K 0.01% -36 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: 162 shares; 2024Q4: 151 shares; 2025Q1: 132 shares; 2025Q2: 121 shares; 2025Q3: 43 shares; 2025Q4: 57 shares; 2026Q1: 64 shares 64 $22.7K 0.01% +7 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: 79 shares; 2024Q4: 37 shares; 2025Q1: 26 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 48 shares; 2026Q1: 40 shares 40 $22.3K 0.01% -8 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: 1,133 shares; 2024Q4: 1,124 shares; 2025Q1: 1,204 shares; 2025Q2: 203 shares; 2025Q3: 359 shares; 2025Q4: 307 shares; 2026Q1: 335 shares 335 $22.3K 0.01% +28 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: 114 shares; 2024Q4: 91 shares; 2025Q1: 85 shares; 2025Q2: 6,314 shares; 2025Q3: 302 shares; 2025Q4: 312 shares; 2026Q1: 338 shares 338 $22.3K 0.01% +26 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 289 shares; 2025Q1: 290 shares; 2025Q2: 1,942 shares; 2025Q3: 953 shares; 2025Q4: 985 shares; 2026Q1: 1,035 shares 1,035 $22.2K 0.01% +50 Timeline SDY 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $22K 0.01% 0 Timeline AOR 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: 342 shares 342 $22K 0.01% new Timeline IXN 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: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $21.9K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 266 shares; 2025Q1: 235 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $21.8K <0.01% 0 Timeline VFMF 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: 141 shares 141 $21.8K <0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 128 shares; 2026Q1: 128 shares 128 $21.6K <0.01% 0 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: 106 shares; 2024Q4: 126 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 109 shares 109 $21.6K <0.01% +7 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 933 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $21.4K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares 532 $21.4K <0.01% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $21.2K <0.01% 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: 141 shares; 2026Q1: 156 shares 156 $21.1K <0.01% +15 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: 115 shares; 2024Q4: 117 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 106 shares 106 $21.1K <0.01% +3 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares 249 $21K <0.01% new 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: 306 shares; 2024Q4: 264 shares; 2025Q1: 153 shares; 2025Q2: 211 shares; 2025Q3: 204 shares; 2025Q4: 292 shares; 2026Q1: 356 shares 356 $20.9K <0.01% +64 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 134 shares 134 $20.8K <0.01% -6 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 305 shares 305 $20.8K <0.01% -1 Timeline FIW 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 202 shares 202 $20.8K <0.01% +1 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $20.7K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 71 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 63 shares 63 $20.6K <0.01% +6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 106 shares; 2025Q1: 126 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 87 shares; 2026Q1: 76 shares 76 $20.6K <0.01% -11 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: 56 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 21 shares 21 $20.6K <0.01% -51 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 1,505 shares; 2025Q2: 351 shares; 2025Q3: 879 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $20.4K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 94 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 709 shares; 2025Q4: 88 shares; 2026Q1: 521 shares 521 $20.3K <0.01% +433 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: 214 shares; 2024Q4: 255 shares; 2025Q1: 205 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 210 shares; 2026Q1: 270 shares 270 $20.1K <0.01% +60 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $20K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: 99 shares; 2025Q4: not reported; 2026Q1: 250 shares 250 $19.8K <0.01% new Timeline IEO 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: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $19.8K <0.01% 0 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: 3,883 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 244 shares; 2025Q4: 357 shares; 2026Q1: 282 shares 282 $19.8K <0.01% -75 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 290 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 195 shares; 2025Q4: 279 shares; 2026Q1: 275 shares 275 $19.8K <0.01% -4 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 34 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 37 shares; 2026Q1: 64 shares 64 $19.5K <0.01% +27 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to 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: 2,265 shares 2,265 $19.5K <0.01% new Timeline IWN 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 157 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $19.4K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 90 shares; 2025Q1: 84 shares; 2025Q2: 77 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 66 shares 66 $19.3K <0.01% -1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 98 shares; 2026Q1: 97 shares 97 $19.1K <0.01% -1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 57 shares; 2026Q1: 70 shares 70 $19K <0.01% +13 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 70 shares; 2025Q1: 84 shares; 2025Q2: 90 shares; 2025Q3: 86 shares; 2025Q4: 90 shares; 2026Q1: 67 shares 67 $18.9K <0.01% -23 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $18.7K <0.01% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares 246 $18.6K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 263 shares; 2025Q1: 226 shares; 2025Q2: 373 shares; 2025Q3: 374 shares; 2025Q4: 458 shares; 2026Q1: 452 shares 452 $18.6K <0.01% -6 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: 265 shares; 2024Q4: 73 shares; 2025Q1: 63 shares; 2025Q2: 62 shares; 2025Q3: 76 shares; 2025Q4: 14 shares; 2026Q1: 126 shares 126 $18.5K <0.01% +112 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $18.5K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 40 shares; 2025Q1: 30 shares; 2025Q2: 29 shares; 2025Q3: 118 shares; 2025Q4: 119 shares; 2026Q1: 118 shares 118 $18.4K <0.01% -1 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: 167 shares; 2024Q4: 132 shares; 2025Q1: 469 shares; 2025Q2: 596 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 708 shares 708 $18.3K <0.01% +58 Timeline IBTA IBOTTA INC More: the full row for IBOTTA 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: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $18.1K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 58 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 243 shares; 2025Q4: 115 shares; 2026Q1: 119 shares 119 $17.8K <0.01% +4 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: 142 shares; 2024Q4: 145 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 148 shares; 2026Q1: 136 shares 136 $17.8K <0.01% -12 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 660 shares; 2026Q1: 468 shares 468 $17.7K <0.01% -192 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $17.6K <0.01% 0 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: 180 shares; 2024Q4: 184 shares; 2025Q1: 165 shares; 2025Q2: 178 shares; 2025Q3: 183 shares; 2025Q4: 173 shares; 2026Q1: 87 shares 87 $17.2K <0.01% -86 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: 352 shares; 2024Q4: 291 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 509 shares 509 $17.1K <0.01% +136 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 183 shares; 2025Q2: 197 shares; 2025Q3: 193 shares; 2025Q4: 205 shares; 2026Q1: 89 shares 89 $16.9K <0.01% -116 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 535 shares 535 $16.8K <0.01% +60 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 116 shares; 2025Q1: 370 shares; 2025Q2: 461 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 448 shares 448 $16.8K <0.01% +78 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: 90 shares; 2024Q4: 87 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 140 shares; 2025Q4: 47 shares; 2026Q1: 97 shares 97 $16.7K <0.01% +50 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 72 shares; 2025Q1: 62 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 47 shares; 2026Q1: 52 shares 52 $16.7K <0.01% +5 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 145 shares 145 $16.6K <0.01% +94 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $16.5K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 182 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 86 shares; 2025Q4: 324 shares; 2026Q1: 296 shares 296 $16.3K <0.01% -28 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 48 shares; 2025Q2: 52 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 58 shares 58 $16.3K <0.01% +8 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 52 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 58 shares 58 $16.1K <0.01% +5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 115 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 111 shares; 2025Q4: 109 shares; 2026Q1: 102 shares 102 $16K <0.01% -7 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 178 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $16K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 841 shares; 2026Q1: 756 shares 756 $16K <0.01% -85 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 117 shares; 2026Q1: 103 shares 103 $15.7K <0.01% -14 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $15.5K <0.01% 0 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: 336 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117 $15.5K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 100 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 114 shares 114 $15.5K <0.01% +24 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: 40 shares; 2024Q4: 41 shares; 2025Q1: 29 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 45 shares 45 $15.5K <0.01% +24 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $15.4K <0.01% new 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: 131 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $15.3K <0.01% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229 $15.3K <0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 337 shares; 2025Q4: 45 shares; 2026Q1: 309 shares 309 $15.3K <0.01% +264 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 301 shares 301 $15.2K <0.01% 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: 105 shares; 2024Q4: 81 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 79 shares; 2026Q1: 83 shares 83 $15.2K <0.01% +4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 322 shares; 2025Q1: 287 shares; 2025Q2: 188 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 285 shares 285 $15.1K <0.01% +96 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 276 shares 276 $15K <0.01% new Timeline IWS 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 173 shares; 2025Q3: 132 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $14.9K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 179 shares; 2025Q3: 210 shares; 2025Q4: 226 shares; 2026Q1: 249 shares 249 $14.8K <0.01% +23 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $14.8K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 334 shares; 2025Q2: 227 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 271 shares 271 $14.8K <0.01% -10 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 29 shares; 2025Q4: 27 shares; 2026Q1: 55 shares 55 $14.7K <0.01% +28 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $14.7K <0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $14.6K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 178 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 81 shares; 2026Q1: 93 shares 93 $14.6K <0.01% +12 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $14.6K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 57 shares 57 $14.5K <0.01% +56 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares 530 $14.4K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 943 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $14.4K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 107 shares; 2025Q1: 100 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares; 2026Q1: 130 shares 130 $14.2K <0.01% -1 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 12 shares; 2025Q3: 78 shares; 2025Q4: 70 shares; 2026Q1: 43 shares 43 $14.2K <0.01% -27 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 93 shares; 2025Q1: 72 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 83 shares 83 $14.1K <0.01% +7 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 33 shares; 2025Q4: 30 shares; 2026Q1: 35 shares 35 $14.1K <0.01% +5 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: 386 shares; 2024Q4: 368 shares; 2025Q1: 257 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 61 shares; 2026Q1: 510 shares 510 $14K <0.01% +449 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 115 shares; 2025Q3: 107 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $13.8K <0.01% 0 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: 28 shares; 2024Q4: 21 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 25 shares 25 $13.8K <0.01% +9 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 134 shares; 2025Q1: 110 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 119 shares 119 $13.7K <0.01% -14 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 189 shares; 2025Q3: 383 shares; 2025Q4: 174 shares; 2026Q1: 239 shares 239 $13.5K <0.01% +65 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC 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: 265 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $13.4K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 247 shares 247 $13.4K <0.01% +100 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 58 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 77 shares 77 $13.3K <0.01% +7 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 70 shares; 2025Q1: 57 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 54 shares; 2026Q1: 61 shares 61 $13.3K <0.01% +7 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 152 shares 152 $13.2K <0.01% +21 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 277 shares 277 $13.2K <0.01% +1 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 45 shares 45 $13.2K <0.01% -2 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 67 shares; 2026Q1: 72 shares 72 $13.1K <0.01% +5 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 63 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 44 shares 44 $13.1K <0.01% +4 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: 102 shares; 2026Q1: 52 shares 52 $13K <0.01% -50 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $13K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 37 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 30 shares 30 $13K <0.01% +4 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $12.9K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 31 shares; 2026Q1: 24 shares 24 $12.9K <0.01% -7 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 18 shares 18 $12.8K <0.01% +5 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $12.8K <0.01% 0 Timeline ESGD 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $12.8K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 186 shares; 2026Q1: 112 shares 112 $12.6K <0.01% -74 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 30 shares; 2026Q1: 26 shares 26 $12.6K <0.01% -4 Timeline IWP 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 223 shares; 2025Q4: 142 shares; 2026Q1: 98 shares 98 $12.6K <0.01% -44 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 40 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $12.5K <0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $12.5K <0.01% 0 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: 342 shares; 2024Q4: 142 shares; 2025Q1: 137 shares; 2025Q2: 128 shares; 2025Q3: 267 shares; 2025Q4: 128 shares; 2026Q1: 202 shares 202 $12.4K <0.01% +74 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 781 shares; 2025Q1: 769 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 685 shares; 2026Q1: 716 shares 716 $12.3K <0.01% +31 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $12.1K <0.01% new Timeline