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: 115,476 shares; 2024Q4: 121,125 shares; 2025Q1: 143,830 shares; 2025Q2: 144,012 shares; 2025Q3: 151,015 shares; 2025Q4: 159,882 shares; 2026Q1: 171,372 shares 171,372 $111M 19.58% +11,490 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,801 shares; 2025Q1: 34,304 shares; 2025Q2: 79,645 shares; 2025Q3: 87,734 shares; 2025Q4: 107,678 shares; 2026Q1: 110,219 shares 110,219 $63.6M 11.18% +2,541 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: 159,994 shares; 2024Q4: 179,994 shares; 2025Q1: 243,915 shares; 2025Q2: 243,547 shares; 2025Q3: 233,877 shares; 2025Q4: 225,161 shares; 2026Q1: 250,370 shares 250,370 $48.1M 8.44% +25,209 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: 125,615 shares; 2024Q4: 128,391 shares; 2025Q1: 129,324 shares; 2025Q2: 135,609 shares; 2025Q3: 137,058 shares; 2025Q4: 124,964 shares; 2026Q1: 116,620 shares 116,620 $29.6M 5.2% -8,344 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: 60,351 shares; 2024Q4: 61,428 shares; 2025Q1: 67,957 shares; 2025Q2: 67,110 shares; 2025Q3: 74,571 shares; 2025Q4: 66,314 shares; 2026Q1: 119,791 shares 119,791 $20.9M 3.67% +53,477 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: 236,134 shares; 2024Q4: 249,052 shares; 2025Q1: 233,225 shares; 2025Q2: 230,122 shares; 2025Q3: 229,459 shares; 2025Q4: 235,643 shares; 2026Q1: 199,112 shares 199,112 $19.3M 3.38% -36,531 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: 67,800 shares; 2024Q4: 68,126 shares; 2025Q1: 71,165 shares; 2025Q2: 71,011 shares; 2025Q3: 74,050 shares; 2025Q4: 66,218 shares; 2026Q1: 80,298 shares 80,298 $16.7M 2.94% +14,080 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: 43,223 shares; 2024Q4: 44,599 shares; 2025Q1: 50,696 shares; 2025Q2: 51,742 shares; 2025Q3: 51,312 shares; 2025Q4: 45,155 shares; 2026Q1: 54,897 shares 54,897 $15.8M 2.77% +9,742 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: 14,697 shares; 2024Q4: 14,943 shares; 2025Q1: 15,028 shares; 2025Q2: 15,325 shares; 2025Q3: 16,434 shares; 2025Q4: 15,681 shares; 2026Q1: 24,961 shares 24,961 $14.3M 2.51% +9,280 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: 17,424 shares; 2024Q4: 19,186 shares; 2025Q1: 14,190 shares; 2025Q2: 20,792 shares; 2025Q3: 21,426 shares; 2025Q4: 23,929 shares; 2026Q1: 23,279 shares 23,279 $13.9M 2.44% -650 Timeline AVDE 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: 6,940 shares; 2024Q4: 8,493 shares; 2025Q1: 8,493 shares; 2025Q2: 8,524 shares; 2025Q3: 80,445 shares; 2025Q4: 91,531 shares; 2026Q1: 152,042 shares 152,042 $12.9M 2.27% +60,511 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: 60 shares; 2024Q4: 410 shares; 2025Q1: 21,470 shares; 2025Q2: 19,787 shares; 2025Q3: 19,446 shares; 2025Q4: 19,273 shares; 2026Q1: 31,696 shares 31,696 $10.7M 1.88% +12,423 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: 1,115 shares; 2024Q4: 1,127 shares; 2025Q1: 1,144 shares; 2025Q2: 1,147 shares; 2025Q3: 11,951 shares; 2025Q4: 17,355 shares; 2026Q1: 13,523 shares 13,523 $8.83M 1.55% -3,832 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 19,193 shares; 2025Q1: 20,407 shares; 2025Q2: 20,984 shares; 2025Q3: 21,759 shares; 2025Q4: 22,065 shares; 2026Q1: 79,823 shares 79,823 $7.69M 1.35% +57,758 Timeline RSPT 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: 397,318 shares; 2024Q4: 466,770 shares; 2025Q1: 533,033 shares; 2025Q2: 42,411 shares; 2025Q3: 37,885 shares; 2025Q4: 43,340 shares; 2026Q1: 149,805 shares 149,805 $6.78M 1.19% +106,465 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: 8,056 shares; 2024Q4: 8,526 shares; 2025Q1: 9,760 shares; 2025Q2: 9,899 shares; 2025Q3: 10,630 shares; 2025Q4: 9,855 shares; 2026Q1: 17,764 shares 17,764 $6.58M 1.16% +7,909 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: 8,819 shares; 2024Q4: 9,857 shares; 2025Q1: 10,113 shares; 2025Q2: 11,120 shares; 2025Q3: 11,539 shares; 2025Q4: 11,443 shares; 2026Q1: 14,506 shares 14,506 $5.39M 0.95% +3,063 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: 10,415 shares; 2024Q4: 12,670 shares; 2025Q1: 13,625 shares; 2025Q2: 14,294 shares; 2025Q3: 111,947 shares; 2025Q4: 113,939 shares; 2026Q1: 64,525 shares 64,525 $5.2M 0.91% -49,414 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 73,536 shares; 2025Q2: 91,973 shares; 2025Q3: 91,922 shares; 2025Q4: 96,076 shares; 2026Q1: 175,013 shares 175,013 $4.98M 0.87% +78,937 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: 6,190 shares; 2024Q4: 6,212 shares; 2025Q1: 8,020 shares; 2025Q2: 7,959 shares; 2025Q3: 7,997 shares; 2025Q4: 9,790 shares; 2026Q1: 16,657 shares 16,657 $4.78M 0.84% +6,867 Timeline USFR 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: 153,838 shares; 2024Q4: 144,556 shares; 2025Q1: 138,851 shares; 2025Q2: 138,054 shares; 2025Q3: 123,483 shares; 2025Q4: 117,304 shares; 2026Q1: 83,209 shares 83,209 $4.19M 0.74% -34,095 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,784 shares; 2025Q1: 4,111 shares; 2025Q2: 3,931 shares; 2025Q3: 4,175 shares; 2025Q4: 4,552 shares; 2026Q1: 8,124 shares 8,124 $3.89M 0.68% +3,572 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 208,396 shares; 2026Q1: 246,966 shares 246,966 $3.39M 0.6% +38,570 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: 57,871 shares; 2024Q4: 61,054 shares; 2025Q1: 63,019 shares; 2025Q2: 63,019 shares; 2025Q3: 66,462 shares; 2025Q4: 76,985 shares; 2026Q1: 68,359 shares 68,359 $3.37M 0.59% -8,626 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: 144,017 shares; 2024Q4: 154,758 shares; 2025Q1: 160,687 shares; 2025Q2: 156,261 shares; 2025Q3: 159,311 shares; 2025Q4: 15,827 shares; 2026Q1: 52,084 shares 52,084 $3.24M 0.57% +36,257 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,027 shares; 2025Q1: 95,161 shares; 2025Q2: 96,240 shares; 2025Q3: 44,658 shares; 2025Q4: 30,620 shares; 2026Q1: 34,524 shares 34,524 $3.22M 0.57% +3,904 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,843 shares; 2024Q4: 164,060 shares; 2025Q1: 155,383 shares; 2025Q2: 171,562 shares; 2025Q3: 125,287 shares; 2025Q4: 195,621 shares; 2026Q1: 204,723 shares 204,723 $2.86M 0.5% +9,102 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: 26,698 shares; 2024Q4: 26,418 shares; 2025Q1: 23,741 shares; 2025Q2: 22,775 shares; 2025Q3: 22,199 shares; 2025Q4: 38,588 shares; 2026Q1: 46,617 shares 46,617 $2.86M 0.5% +8,029 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 46,168 shares; 2025Q1: 55,036 shares; 2025Q2: 57,410 shares; 2025Q3: 64,345 shares; 2025Q4: 92,781 shares; 2026Q1: 66,850 shares 66,850 $2.57M 0.45% -25,931 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: 14,668 shares; 2024Q4: 8,519 shares; 2025Q1: 1,761 shares; 2025Q2: 1,768 shares; 2025Q3: 3,134 shares; 2025Q4: 8,020 shares; 2026Q1: 17,262 shares 17,262 $2.53M 0.44% +9,242 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: 116 shares; 2024Q4: 114 shares; 2025Q1: 230 shares; 2025Q2: 192 shares; 2025Q3: 493 shares; 2025Q4: 596 shares; 2026Q1: 2,639 shares 2,639 $2.43M 0.43% +2,043 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,451 shares; 2024Q4: 42,453 shares; 2025Q1: 42,454 shares; 2025Q2: 43,906 shares; 2025Q3: 43,908 shares; 2025Q4: 33,879 shares; 2026Q1: 42,378 shares 42,378 $2.23M 0.39% +8,499 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 3 shares; 2025Q3: 6,042 shares; 2025Q4: 8,343 shares; 2026Q1: 13,495 shares 13,495 $2.21M 0.39% +5,152 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 53,272 shares; 2025Q1: 50,886 shares; 2025Q2: 52,215 shares; 2025Q3: 51,804 shares; 2025Q4: 48,344 shares; 2026Q1: 47,608 shares 47,608 $2.2M 0.39% -736 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: 3,218 shares; 2024Q4: 3,369 shares; 2025Q1: 3,253 shares; 2025Q2: 3,259 shares; 2025Q3: 4,243 shares; 2025Q4: 4,978 shares; 2026Q1: 4,959 shares 4,959 $2.11M 0.37% -19 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: 4,412 shares; 2024Q4: 4,432 shares; 2025Q1: 4,431 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,055 shares; 2026Q1: 4,620 shares 4,620 $1.99M 0.35% +565 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: 5,065 shares; 2024Q4: 4,731 shares; 2025Q1: 5,123 shares; 2025Q2: 5,021 shares; 2025Q3: 6,277 shares; 2025Q4: 4,616 shares; 2026Q1: 6,588 shares 6,588 $1.94M 0.34% +1,972 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: 846 shares; 2024Q4: 1,036 shares; 2025Q1: 1,932 shares; 2025Q2: 2,035 shares; 2025Q3: 4,095 shares; 2025Q4: 5,430 shares; 2026Q1: 6,204 shares 6,204 $1.92M 0.34% +774 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 332 shares; 2025Q3: 363 shares; 2025Q4: 443 shares; 2026Q1: 27,799 shares 27,799 $1.64M 0.29% +27,356 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,516 shares; 2024Q4: 197,516 shares; 2025Q1: 197,516 shares; 2025Q2: 188,984 shares; 2025Q3: 205,308 shares; 2025Q4: 168,608 shares; 2026Q1: 189,908 shares 189,908 $1.62M 0.28% +21,300 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: 10,620 shares; 2024Q4: 11,131 shares; 2025Q1: 11,765 shares; 2025Q2: 16,369 shares; 2025Q3: 14,891 shares; 2025Q4: 14,872 shares; 2026Q1: 11,514 shares 11,514 $1.59M 0.28% -3,358 Timeline RPV 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: 14,895 shares; 2024Q4: 14,895 shares; 2025Q1: 15,003 shares; 2025Q2: 10,767 shares; 2025Q3: 14,524 shares; 2025Q4: 14,005 shares; 2026Q1: 14,524 shares 14,524 $1.56M 0.27% +519 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: 2,711 shares; 2024Q4: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 16,385 shares; 2026Q1: 16,405 shares 16,405 $1.49M 0.26% +20 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,372 shares; 2024Q4: 144,372 shares; 2025Q1: 166,372 shares; 2025Q2: 160,551 shares; 2025Q3: 168,656 shares; 2025Q4: 114,897 shares; 2026Q1: 133,372 shares 133,372 $1.44M 0.25% +18,475 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,604 shares; 2024Q4: 36,345 shares; 2025Q1: 33,147 shares; 2025Q2: 33,728 shares; 2025Q3: 30,947 shares; 2025Q4: 26,371 shares; 2026Q1: 30,612 shares 30,612 $1.43M 0.25% +4,241 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 66 shares; 2025Q2: 69 shares; 2025Q3: 73 shares; 2025Q4: 92 shares; 2026Q1: 6,812 shares 6,812 $1.41M 0.25% +6,720 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: 4,219 shares; 2024Q4: 4,229 shares; 2025Q1: 3,579 shares; 2025Q2: 3,916 shares; 2025Q3: 3,724 shares; 2025Q4: 3,437 shares; 2026Q1: 3,595 shares 3,595 $1.18M 0.21% +158 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,252 shares; 2024Q4: 124,254 shares; 2025Q1: 102,004 shares; 2025Q2: 107,973 shares; 2025Q3: 104,837 shares; 2025Q4: 39,106 shares; 2026Q1: 45,855 shares 45,855 $1.09M 0.19% +6,749 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: 182 shares; 2024Q4: 187 shares; 2025Q1: 387 shares; 2025Q2: 1,244 shares; 2025Q3: 3,026 shares; 2025Q4: 3,972 shares; 2026Q1: 3,854 shares 3,854 $1.04M 0.18% -118 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: 5,905 shares; 2024Q4: 8,028 shares; 2025Q1: 9,169 shares; 2025Q2: 5,746 shares; 2025Q3: 5,746 shares; 2025Q4: 7,099 shares; 2026Q1: 6,441 shares 6,441 $1.04M 0.18% -658 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 3,282 shares; 2025Q4: 3,290 shares; 2026Q1: 3,299 shares 3,299 $1.03M 0.18% +9 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 167,975 shares; 2025Q1: 169,538 shares; 2025Q2: 158,862 shares; 2025Q3: 148,972 shares; 2025Q4: 136,677 shares; 2026Q1: 89,560 shares 89,560 $993K 0.17% -47,117 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 22,849 shares; 2026Q1: 32,574 shares 32,574 $988K 0.17% +9,725 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: 10,793 shares; 2024Q4: 10,793 shares; 2025Q1: 10,793 shares; 2025Q2: 10,443 shares; 2025Q3: 10,443 shares; 2025Q4: 10,443 shares; 2026Q1: 13,765 shares 13,765 $938K 0.16% +3,322 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 71,740 shares; 2025Q1: 71,740 shares; 2025Q2: 69,990 shares; 2025Q3: 68,242 shares; 2025Q4: 40,167 shares; 2026Q1: 55,787 shares 55,787 $896K 0.16% +15,620 Timeline HYG 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: 12,073 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 11,538 shares; 2025Q3: 11,550 shares; 2025Q4: 11,107 shares; 2026Q1: 11,117 shares 11,117 $884K 0.16% +10 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8,430 shares; 2026Q1: 8,505 shares 8,505 $852K 0.15% +75 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,464 shares; 2024Q4: 87,673 shares; 2025Q1: 68,920 shares; 2025Q2: 60,846 shares; 2025Q3: 71,064 shares; 2025Q4: 60,353 shares; 2026Q1: 58,589 shares 58,589 $834K 0.15% -1,764 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: 70 shares; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 495 shares; 2025Q3: 1,380 shares; 2025Q4: 2,363 shares; 2026Q1: 2,454 shares 2,454 $829K 0.15% +91 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: 666 shares; 2024Q4: 1,933 shares; 2025Q1: 6,693 shares; 2025Q2: 1,766 shares; 2025Q3: 1,835 shares; 2025Q4: 4,736 shares; 2026Q1: 6,165 shares 6,165 $819K 0.14% +1,429 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: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 2,200 shares; 2025Q4: 3,769 shares; 2026Q1: 3,769 shares 3,769 $796K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $786K 0.14% 0 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: 10,887 shares; 2024Q4: 12,766 shares; 2025Q1: 12,815 shares; 2025Q2: 12,886 shares; 2025Q3: 11,028 shares; 2025Q4: 11,083 shares; 2026Q1: 13,758 shares 13,758 $780K 0.14% +2,675 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,288 shares; 2025Q3: 2,676 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares 3,642 $778K 0.14% 0 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: 968 shares; 2024Q4: 593 shares; 2025Q1: 1,269 shares; 2025Q2: 1,558 shares; 2025Q3: 1,844 shares; 2025Q4: 2,483 shares; 2026Q1: 10,755 shares 10,755 $774K 0.14% +8,272 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: 14,448 shares; 2024Q4: 12,448 shares; 2025Q1: 8,448 shares; 2025Q2: 8,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,513 shares; 2026Q1: 4,571 shares 4,571 $771K 0.14% +58 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: 515 shares; 2024Q4: 1,038 shares; 2025Q1: 1,136 shares; 2025Q2: 1,988 shares; 2025Q3: 2,080 shares; 2025Q4: 2,573 shares; 2026Q1: 3,709 shares 3,709 $755K 0.13% +1,136 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: 406 shares; 2024Q4: 632 shares; 2025Q1: 1,772 shares; 2025Q2: 2,538 shares; 2025Q3: 6,284 shares; 2025Q4: 5,496 shares; 2026Q1: 5,132 shares 5,132 $751K 0.13% -364 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: 0 shares; 2024Q4: 271 shares; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $734K 0.13% 0 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: 2,477 shares; 2024Q4: 2,551 shares; 2025Q1: 2,572 shares; 2025Q2: 2,630 shares; 2025Q3: 2,724 shares; 2025Q4: 892 shares; 2026Q1: 3,530 shares 3,530 $730K 0.13% +2,638 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.13% 0 Timeline VRP 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: 59,671 shares; 2024Q4: 59,959 shares; 2025Q1: 52,292 shares; 2025Q2: 52,466 shares; 2025Q3: 52,645 shares; 2025Q4: 50,850 shares; 2026Q1: 29,431 shares 29,431 $706K 0.12% -21,419 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: 4,155 shares; 2024Q4: 3,752 shares; 2025Q1: 5,282 shares; 2025Q2: 20,522 shares; 2025Q3: 24,815 shares; 2025Q4: 17,717 shares; 2026Q1: 24,821 shares 24,821 $697K 0.12% +7,104 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 20,961 shares; 2025Q1: 43,761 shares; 2025Q2: 43,761 shares; 2025Q3: 59,241 shares; 2025Q4: 42,241 shares; 2026Q1: 59,241 shares 59,241 $690K 0.12% +17,000 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,718 shares; 2024Q4: 69,967 shares; 2025Q1: 69,978 shares; 2025Q2: 68,490 shares; 2025Q3: 68,502 shares; 2025Q4: 33,782 shares; 2026Q1: 37,854 shares 37,854 $682K 0.12% +4,072 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 542 shares; 2025Q1: 666 shares; 2025Q2: 2,702 shares; 2025Q3: 7,920 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares 11,625 $674K 0.12% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,931 shares; 2025Q1: 9,948 shares; 2025Q2: 9,948 shares; 2025Q3: 10,619 shares; 2025Q4: 8,834 shares; 2026Q1: 13,853 shares 13,853 $669K 0.12% +5,019 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,112 shares; 2025Q1: 3,112 shares; 2025Q2: 3,178 shares; 2025Q3: 3,162 shares; 2025Q4: 3,371 shares; 2026Q1: 3,781 shares 3,781 $660K 0.12% +410 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: 420 shares; 2024Q4: 347 shares; 2025Q1: 447 shares; 2025Q2: 435 shares; 2025Q3: 529 shares; 2025Q4: 5,920 shares; 2026Q1: 6,508 shares 6,508 $626K 0.11% +588 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: 1,610 shares; 2024Q4: 1,634 shares; 2025Q1: 2,401 shares; 2025Q2: 1,893 shares; 2025Q3: 5,032 shares; 2025Q4: 6,410 shares; 2026Q1: 4,986 shares 4,986 $620K 0.11% -1,424 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: 13,787 shares; 2024Q4: 11,833 shares; 2025Q1: 12,500 shares; 2025Q2: 12,479 shares; 2025Q3: 13,072 shares; 2025Q4: 5,643 shares; 2026Q1: 12,491 shares 12,491 $609K 0.11% +6,848 Timeline IEUR 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: 3,010 shares; 2025Q4: 8,649 shares; 2026Q1: 8,649 shares 8,649 $608K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 4,750 shares; 2025Q4: 6,895 shares; 2026Q1: 2,505 shares 2,505 $601K 0.11% -4,390 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: 3,915 shares; 2024Q4: 3,896 shares; 2025Q1: 3,926 shares; 2025Q2: 3,962 shares; 2025Q3: 4,050 shares; 2025Q4: 643 shares; 2026Q1: 5,095 shares 5,095 $586K 0.1% +4,452 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,263 shares; 2025Q1: 5,271 shares; 2025Q2: 5,896 shares; 2025Q3: 5,917 shares; 2025Q4: 5,939 shares; 2026Q1: 5,951 shares 5,951 $559K 0.1% +12 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,676 shares; 2025Q1: 1,792 shares; 2025Q2: 1,531 shares; 2025Q3: 2,482 shares; 2025Q4: 2,673 shares; 2026Q1: 1,199 shares 1,199 $555K 0.1% -1,474 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,053 shares 7,053 $538K 0.09% new Timeline CEMB 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: 10,878 shares; 2024Q4: 10,878 shares; 2025Q1: 10,878 shares; 2025Q2: 12,102 shares; 2025Q3: 12,116 shares; 2025Q4: 11,701 shares; 2026Q1: 11,712 shares 11,712 $530K 0.09% +11 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: 1 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 2,626 shares; 2025Q4: 684 shares; 2026Q1: 757 shares 757 $528K 0.09% +73 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 8 shares; 2025Q2: 0 shares; 2025Q3: 2,925 shares; 2025Q4: 44,359 shares; 2026Q1: 57,279 shares 57,279 $523K 0.09% +12,920 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,713 shares; 2026Q1: 5,100 shares 5,100 $513K 0.09% -3,613 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,168 shares; 2024Q4: 55,562 shares; 2025Q1: 39,555 shares; 2025Q2: 39,474 shares; 2025Q3: 32,306 shares; 2025Q4: 32,473 shares; 2026Q1: 26,913 shares 26,913 $507K 0.09% -5,560 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,520 shares; 2025Q3: 12,103 shares; 2025Q4: 27,327 shares; 2026Q1: 40,099 shares 40,099 $497K 0.09% +12,772 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 10,771 shares; 2026Q1: 10,771 shares 10,771 $496K 0.09% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares 6,876 $487K 0.09% new 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: 158 shares; 2024Q4: 161 shares; 2025Q1: 338 shares; 2025Q2: 350 shares; 2025Q3: 607 shares; 2025Q4: 482 shares; 2026Q1: 488 shares 488 $486K 0.09% +6 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 55,000 shares; 2026Q1: 103,450 shares 103,450 $484K 0.09% +48,450 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: 197 shares; 2024Q4: 222 shares; 2025Q1: 182 shares; 2025Q2: 175 shares; 2025Q3: 664 shares; 2025Q4: 709 shares; 2026Q1: 551 shares 551 $466K 0.08% -158 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: 157 shares; 2024Q4: 123 shares; 2025Q1: 387 shares; 2025Q2: 511 shares; 2025Q3: 551 shares; 2025Q4: 1,449 shares; 2026Q1: 1,445 shares 1,445 $437K 0.08% -4 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 15,667 shares; 2025Q1: 20,466 shares; 2025Q2: 20,466 shares; 2025Q3: 20,466 shares; 2025Q4: 6,679 shares; 2026Q1: 5,776 shares 5,776 $436K 0.08% -903 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: 509 shares; 2024Q4: 1,005 shares; 2025Q1: 1,180 shares; 2025Q2: 1,301 shares; 2025Q3: 1,904 shares; 2025Q4: 2,072 shares; 2026Q1: 2,715 shares 2,715 $435K 0.08% +643 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,432 shares; 2024Q4: 29,790 shares; 2025Q1: 29,643 shares; 2025Q2: 29,757 shares; 2025Q3: 29,868 shares; 2025Q4: 29,982 shares; 2026Q1: 22,929 shares 22,929 $422K 0.07% -7,053 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 4,671 shares; 2025Q4: 16,307 shares; 2026Q1: 18,056 shares 18,056 $377K 0.07% +1,749 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: 28 shares; 2024Q4: 91 shares; 2025Q1: 4 shares; 2025Q2: 59 shares; 2025Q3: 987 shares; 2025Q4: 767 shares; 2026Q1: 1,396 shares 1,396 $350K 0.06% +629 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,085 shares; 2026Q1: 6,654 shares 6,654 $335K 0.06% +1,569 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: 360 shares; 2024Q4: 386 shares; 2025Q1: 1,123 shares; 2025Q2: 514 shares; 2025Q3: 957 shares; 2025Q4: 1,464 shares; 2026Q1: 1,933 shares 1,933 $328K 0.06% +469 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: 518 shares; 2024Q4: 1,127 shares; 2025Q1: 1,168 shares; 2025Q2: 588 shares; 2025Q3: 603 shares; 2025Q4: 766 shares; 2026Q1: 739 shares 739 $323K 0.06% -27 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: 4,908 shares; 2024Q4: 4,755 shares; 2025Q1: 5,054 shares; 2025Q2: 5,048 shares; 2025Q3: 6,418 shares; 2025Q4: 5,527 shares; 2026Q1: 6,401 shares 6,401 $321K 0.06% +874 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: 142 shares; 2024Q4: 115 shares; 2025Q1: 176 shares; 2025Q2: 277 shares; 2025Q3: 596 shares; 2025Q4: 395 shares; 2026Q1: 822 shares 822 $321K 0.06% +427 Timeline JBBB 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: 305 shares; 2025Q1: 305 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: not reported; 2026Q1: 6,867 shares 6,867 $320K 0.06% new 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: 407 shares; 2024Q4: 643 shares; 2025Q1: 644 shares; 2025Q2: 645 shares; 2025Q3: 11,361 shares; 2025Q4: 6,112 shares; 2026Q1: 1,657 shares 1,657 $318K 0.06% -4,455 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: 6 shares; 2025Q1: 265 shares; 2025Q2: 660 shares; 2025Q3: 1,940 shares; 2025Q4: 1,764 shares; 2026Q1: 2,514 shares 2,514 $309K 0.05% +750 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: 2,421 shares; 2024Q4: 3,727 shares; 2025Q1: 1,358 shares; 2025Q2: 1,362 shares; 2025Q3: 966 shares; 2025Q4: 8,660 shares; 2026Q1: 6,709 shares 6,709 $308K 0.05% -1,951 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 1,510 shares; 2025Q4: 6,069 shares; 2026Q1: 6,109 shares 6,109 $305K 0.05% +40 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: 5,315 shares; 2024Q4: 3,933 shares; 2025Q1: 4,918 shares; 2025Q2: 5,889 shares; 2025Q3: 5,464 shares; 2025Q4: 2,073 shares; 2026Q1: 1,212 shares 1,212 $301K 0.05% -861 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,846 shares; 2025Q3: 6,864 shares; 2025Q4: 12,400 shares; 2026Q1: 14,464 shares 14,464 $300K 0.05% +2,064 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares 2,944 $294K 0.05% 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: 13 shares; 2024Q4: 20 shares; 2025Q1: 0 shares; 2025Q2: 64 shares; 2025Q3: 238 shares; 2025Q4: 317 shares; 2026Q1: 222 shares 222 $294K 0.05% -95 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: 2,535 shares; 2024Q4: 2,545 shares; 2025Q1: 3,274 shares; 2025Q2: 3,465 shares; 2025Q3: 3,499 shares; 2025Q4: 3,528 shares; 2026Q1: 2,956 shares 2,956 $285K 0.05% -572 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 531 shares; 2026Q1: 325 shares 325 $284K 0.05% -206 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 21,975 shares; 2026Q1: 21,975 shares 21,975 $283K 0.05% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,181 shares; 2024Q4: 24,141 shares; 2025Q1: 24,141 shares; 2025Q2: 24,141 shares; 2025Q3: 24,141 shares; 2025Q4: 24,141 shares; 2026Q1: 24,201 shares 24,201 $273K 0.05% +60 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,658 shares; 2024Q4: 14,658 shares; 2025Q1: 14,658 shares; 2025Q2: 9,780 shares; 2025Q3: 9,780 shares; 2025Q4: 8,607 shares; 2026Q1: 9,780 shares 9,780 $263K 0.05% +1,173 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 126 shares; 2025Q3: 177 shares; 2025Q4: 592 shares; 2026Q1: 367 shares 367 $260K 0.05% -225 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: 3,262 shares; 2024Q4: 3,287 shares; 2025Q1: 5,963 shares; 2025Q2: 14,044 shares; 2025Q3: 5,041 shares; 2025Q4: 4,725 shares; 2026Q1: 5,855 shares 5,855 $258K 0.05% +1,130 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares; 2026Q1: 7,495 shares 7,495 $257K 0.05% -2,622 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: 140 shares; 2024Q4: 131 shares; 2025Q1: 270 shares; 2025Q2: 142 shares; 2025Q3: 148 shares; 2025Q4: 566 shares; 2026Q1: 805 shares 805 $250K 0.04% +239 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares 2,624 $249K 0.04% 0 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: 878 shares; 2024Q4: 745 shares; 2025Q1: 756 shares; 2025Q2: 1,168 shares; 2025Q3: 1,969 shares; 2025Q4: 1,955 shares; 2026Q1: 1,956 shares 1,956 $245K 0.04% +1 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,476 shares; 2026Q1: 4,476 shares 4,476 $245K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 892 shares; 2025Q2: 622 shares; 2025Q3: 2,873 shares; 2025Q4: 3,785 shares; 2026Q1: 3,134 shares 3,134 $243K 0.04% -651 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: 5,965 shares; 2024Q4: 5,970 shares; 2025Q1: 3,964 shares; 2025Q2: 4,104 shares; 2025Q3: 3,131 shares; 2025Q4: 3,180 shares; 2026Q1: 3,208 shares 3,208 $239K 0.04% +28 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 40 shares; 2025Q4: 2,040 shares; 2026Q1: 3,076 shares 3,076 $238K 0.04% +1,036 Timeline IYW 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: 345 shares; 2024Q4: 251 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 15,615 shares; 2026Q1: 1,300 shares 1,300 $236K 0.04% -14,315 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: 1,290 shares; 2024Q4: 1,275 shares; 2025Q1: 1,160 shares; 2025Q2: 1,153 shares; 2025Q3: 1,179 shares; 2025Q4: 947 shares; 2026Q1: 1,260 shares 1,260 $235K 0.04% +313 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: 2,776 shares; 2024Q4: 2,814 shares; 2025Q1: 2,834 shares; 2025Q2: 2,865 shares; 2025Q3: 2,897 shares; 2025Q4: 2,940 shares; 2026Q1: 2,961 shares 2,961 $235K 0.04% +21 Timeline SPSB 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: 7,285 shares; 2024Q4: 7,403 shares; 2025Q1: 7,461 shares; 2025Q2: 7,549 shares; 2025Q3: 7,635 shares; 2025Q4: 7,748 shares; 2026Q1: 7,803 shares 7,803 $235K 0.04% +55 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 10,766 shares; 2025Q1: 15,142 shares; 2025Q2: 14,784 shares; 2025Q3: 15,695 shares; 2025Q4: 8,349 shares; 2026Q1: 6,312 shares 6,312 $232K 0.04% -2,037 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $229K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 322 shares; 2025Q1: 1,341 shares; 2025Q2: 582 shares; 2025Q3: 2,111 shares; 2025Q4: 2,532 shares; 2026Q1: 1,527 shares 1,527 $225K 0.04% -1,005 Timeline RSPG 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $221K 0.04% 0 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: 1,702 shares; 2024Q4: 1,527 shares; 2025Q1: 1,377 shares; 2025Q2: 1,409 shares; 2025Q3: 1,488 shares; 2025Q4: 1,228 shares; 2026Q1: 1,337 shares 1,337 $221K 0.04% +109 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: 6,184 shares; 2024Q4: 6,363 shares; 2025Q1: 6,046 shares; 2025Q2: 5,910 shares; 2025Q3: 5,549 shares; 2025Q4: 5,493 shares; 2026Q1: 4,080 shares 4,080 $221K 0.04% -1,413 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: 802 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802 $218K 0.04% 0 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: 1,720 shares; 2024Q4: 7,424 shares; 2025Q1: 6,974 shares; 2025Q2: 6,974 shares; 2025Q3: 6,974 shares; 2025Q4: 6,974 shares; 2026Q1: 6,974 shares 6,974 $214K 0.04% 0 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: 2,585 shares; 2024Q4: 542 shares; 2025Q1: 318 shares; 2025Q2: 654 shares; 2025Q3: 478 shares; 2025Q4: 983 shares; 2026Q1: 557 shares 557 $213K 0.04% -426 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 5,524 shares 5,524 $213K 0.04% 0 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: 248 shares; 2024Q4: 14 shares; 2025Q1: 485 shares; 2025Q2: 389 shares; 2025Q3: 605 shares; 2025Q4: 830 shares; 2026Q1: 868 shares 868 $212K 0.04% +38 Timeline INDY 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: 466 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares; 2026Q1: 4,808 shares 4,808 $203K 0.04% -466 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 986 shares; 2025Q4: 411 shares; 2026Q1: 4,106 shares 4,106 $203K 0.04% +3,695 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 63 shares; 2025Q2: 206 shares; 2025Q3: 766 shares; 2025Q4: 1,091 shares; 2026Q1: 724 shares 724 $202K 0.04% -367 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,016 shares 7,016 $200K 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 850 shares; 2025Q2: 957 shares; 2025Q3: 1,227 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares 2,356 $199K 0.03% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 13,000 shares; 2026Q1: 21,800 shares 21,800 $197K 0.03% +8,800 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: 554 shares; 2025Q1: 917 shares; 2025Q2: 542 shares; 2025Q3: 701 shares; 2025Q4: 1,568 shares; 2026Q1: 914 shares 914 $195K 0.03% -654 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 369 shares; 2025Q4: 354 shares; 2026Q1: 606 shares 606 $194K 0.03% +252 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: 226 shares; 2024Q4: 206 shares; 2025Q1: 247 shares; 2025Q2: 517 shares; 2025Q3: 5,448 shares; 2025Q4: 6,212 shares; 2026Q1: 6,048 shares 6,048 $194K 0.03% -164 Timeline BETR BETTER HOME & FINANCE HOLDIN More: the full row for BETTER HOME & FINANCE HOLDIN Quarterly shares; oldest to 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: 1,805 shares; 2026Q1: 5,405 shares 5,405 $193K 0.03% +3,600 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 1,129 shares; 2025Q1: 918 shares; 2025Q2: 4,501 shares; 2025Q3: 1,537 shares; 2025Q4: 1,723 shares; 2026Q1: 1,724 shares 1,724 $191K 0.03% +1 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: 2,850 shares; 2024Q4: 1,231 shares; 2025Q1: 1,240 shares; 2025Q2: 918 shares; 2025Q3: 1,172 shares; 2025Q4: 1,444 shares; 2026Q1: 1,672 shares 1,672 $190K 0.03% +228 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,657 shares 14,657 $188K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 321 shares; 2025Q1: 340 shares; 2025Q2: 335 shares; 2025Q3: 342 shares; 2025Q4: 494 shares; 2026Q1: 371 shares 371 $185K 0.03% -123 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 284 shares 284 $180K 0.03% +230 Timeline IHI 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: 3,294 shares; 2024Q4: 3,296 shares; 2025Q1: 3,297 shares; 2025Q2: 3,298 shares; 2025Q3: 3,299 shares; 2025Q4: 3,300 shares; 2026Q1: 3,301 shares 3,301 $176K 0.03% +1 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,046 shares 7,046 $172K 0.03% new Timeline IYF 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: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $171K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 26 shares; 2025Q2: 619 shares; 2025Q3: 228 shares; 2025Q4: 2,515 shares; 2026Q1: 2,529 shares 2,529 $168K 0.03% +14 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,803 shares; 2024Q4: 46,803 shares; 2025Q1: 46,803 shares; 2025Q2: 19,808 shares; 2025Q3: 12,111 shares; 2025Q4: 12,111 shares; 2026Q1: 12,111 shares 12,111 $159K 0.03% 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: 1,170 shares; 2024Q4: 665 shares; 2025Q1: 511 shares; 2025Q2: 477 shares; 2025Q3: 232 shares; 2025Q4: 1,927 shares; 2026Q1: 1,926 shares 1,926 $158K 0.03% -1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,803 shares; 2026Q1: 2,253 shares 2,253 $154K 0.03% +450 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: 269 shares; 2024Q4: 275 shares; 2025Q1: 727 shares; 2025Q2: 382 shares; 2025Q3: 1,354 shares; 2025Q4: 791 shares; 2026Q1: 824 shares 824 $154K 0.03% +33 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602 $154K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 535 shares; 2025Q2: 287 shares; 2025Q3: 667 shares; 2025Q4: 987 shares; 2026Q1: 983 shares 983 $153K 0.03% -4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 95 shares; 2025Q2: 575 shares; 2025Q3: 98 shares; 2025Q4: 825 shares; 2026Q1: 724 shares 724 $152K 0.03% -101 Timeline IBHI 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: 6,510 shares 6,510 $152K 0.03% new Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 9,826 shares; 2025Q3: 8,184 shares; 2025Q4: 4,440 shares; 2026Q1: 1,958 shares 1,958 $151K 0.03% -2,482 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 802 shares; 2025Q2: 800 shares; 2025Q3: 836 shares; 2025Q4: 806 shares; 2026Q1: 820 shares 820 $150K 0.03% +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: not reported; 2024Q4: 7 shares; 2025Q1: 321 shares; 2025Q2: 271 shares; 2025Q3: 352 shares; 2025Q4: 1,358 shares; 2026Q1: 935 shares 935 $149K 0.03% -423 Timeline IBHG 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: 6,740 shares 6,740 $149K 0.03% new 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: 919 shares; 2024Q4: 646 shares; 2025Q1: 1,068 shares; 2025Q2: 732 shares; 2025Q3: 718 shares; 2025Q4: 1,144 shares; 2026Q1: 1,031 shares 1,031 $149K 0.03% -113 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: 131 shares; 2025Q1: 136 shares; 2025Q2: 130 shares; 2025Q3: 133 shares; 2025Q4: 162 shares; 2026Q1: 152 shares 152 $146K 0.03% -10 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $145K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $144K 0.03% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 6,000 shares 6,000 $142K 0.03% +5,000 Timeline XLB 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: 1,371 shares; 2024Q4: 1,478 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares 2,834 $142K 0.02% 0 Timeline IXJ 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: 400 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares 1,512 $141K 0.02% 0 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: 81 shares; 2024Q4: 84 shares; 2025Q1: 340 shares; 2025Q2: 84 shares; 2025Q3: 949 shares; 2025Q4: 911 shares; 2026Q1: 514 shares 514 $141K 0.02% -397 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: 70 shares; 2024Q4: 62 shares; 2025Q1: 93 shares; 2025Q2: 325 shares; 2025Q3: 346 shares; 2025Q4: 741 shares; 2026Q1: 1,066 shares 1,066 $141K 0.02% +325 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 219 shares; 2025Q2: 223 shares; 2025Q3: 239 shares; 2025Q4: 472 shares; 2026Q1: 490 shares 490 $139K 0.02% +18 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 188 shares; 2025Q1: 83 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 300 shares; 2026Q1: 1,401 shares 1,401 $139K 0.02% +1,101 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: 183 shares; 2024Q4: 317 shares; 2025Q1: 411 shares; 2025Q2: 365 shares; 2025Q3: 486 shares; 2025Q4: 786 shares; 2026Q1: 1,069 shares 1,069 $138K 0.02% +283 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $137K 0.02% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 795 shares 795 $137K 0.02% +776 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 810 shares 810 $134K 0.02% +142 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $133K 0.02% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares 2,102 $132K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 12 shares; 2025Q1: 204 shares; 2025Q2: 367 shares; 2025Q3: 530 shares; 2025Q4: 1,620 shares; 2026Q1: 2,156 shares 2,156 $131K 0.02% +536 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: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares 1,333 $129K 0.02% new 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 386 shares; 2026Q1: 391 shares 391 $128K 0.02% +5 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,698 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $126K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 864 shares; 2025Q4: 3,922 shares; 2026Q1: 7,876 shares 7,876 $125K 0.02% +3,954 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $124K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 114 shares; 2025Q2: 72 shares; 2025Q3: 560 shares; 2025Q4: 1,609 shares; 2026Q1: 1,671 shares 1,671 $122K 0.02% +62 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 834 shares; 2026Q1: 835 shares 835 $121K 0.02% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 4,891 shares 4,891 $121K 0.02% +92 Timeline IBB 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: 852 shares; 2024Q4: 617 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 708 shares 708 $120K 0.02% +234 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 4,182 shares; 2026Q1: 4,208 shares 4,208 $117K 0.02% +26 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 842 shares; 2025Q2: 801 shares; 2025Q3: 954 shares; 2025Q4: 1,437 shares; 2026Q1: 2,997 shares 2,997 $117K 0.02% +1,560 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: 2,870 shares; 2024Q4: 1,863 shares; 2025Q1: 937 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 1,684 shares; 2026Q1: 1,724 shares 1,724 $117K 0.02% +40 Timeline FTSL 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: 17,121 shares; 2024Q4: 17,121 shares; 2025Q1: 17,121 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $116K 0.02% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 573 shares; 2026Q1: 557 shares 557 $115K 0.02% -16 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,658 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 4,346 shares; 2026Q1: 4,353 shares 4,353 $112K 0.02% +7 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 394 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares; 2025Q4: 1,637 shares; 2026Q1: 1,663 shares 1,663 $112K 0.02% +26 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: 6,131 shares; 2024Q4: 192 shares; 2025Q1: 233 shares; 2025Q2: 4,754 shares; 2025Q3: 1,183 shares; 2025Q4: 1,365 shares; 2026Q1: 4,286 shares 4,286 $111K 0.02% +2,921 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,937 shares 10,937 $110K 0.02% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 0 shares; 2025Q2: 266 shares; 2025Q3: 416 shares; 2025Q4: 1,808 shares; 2026Q1: 1,763 shares 1,763 $109K 0.02% -45 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 2,841 shares 2,841 $109K 0.02% +4 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 1,900 shares 1,900 $109K 0.02% +1,260 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to 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: 7,500 shares; 2026Q1: 7,500 shares 7,500 $108K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,071 shares; 2026Q1: 994 shares 994 $108K 0.02% -77 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: 545 shares; 2024Q4: 427 shares; 2025Q1: 687 shares; 2025Q2: 599 shares; 2025Q3: 575 shares; 2025Q4: 485 shares; 2026Q1: 357 shares 357 $108K 0.02% -128 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 72 shares; 2025Q2: 91 shares; 2025Q3: 592 shares; 2025Q4: 30 shares; 2026Q1: 716 shares 716 $108K 0.02% +686 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 2,790 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,919 shares; 2025Q4: 3,017 shares; 2026Q1: 3,007 shares 3,007 $107K 0.02% -10 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: 579 shares; 2024Q4: 1,074 shares; 2025Q1: 974 shares; 2025Q2: 823 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $106K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 597 shares; 2025Q4: 1,796 shares; 2026Q1: 1,020 shares 1,020 $106K 0.02% -776 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: 726 shares; 2024Q4: 665 shares; 2025Q1: 1,423 shares; 2025Q2: 904 shares; 2025Q3: 762 shares; 2025Q4: 1,062 shares; 2026Q1: 1,380 shares 1,380 $105K 0.02% +318 Timeline IGV 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: 1,302 shares 1,302 $104K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 14 shares; 2025Q2: 88 shares; 2025Q3: 146 shares; 2025Q4: 119 shares; 2026Q1: 212 shares 212 $104K 0.02% +93 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $103K 0.02% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $103K 0.02% 0 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: 485 shares; 2024Q4: 491 shares; 2025Q1: 805 shares; 2025Q2: 492 shares; 2025Q3: 515 shares; 2025Q4: 391 shares; 2026Q1: 623 shares 623 $103K 0.02% +232 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: 248 shares; 2024Q4: 255 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 467 shares; 2025Q4: 462 shares; 2026Q1: 422 shares 422 $102K 0.02% -40 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 2,089 shares 2,089 $102K 0.02% +3 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 118 shares; 2025Q2: 91 shares; 2025Q3: 127 shares; 2025Q4: 163 shares; 2026Q1: 203 shares 203 $101K 0.02% +40 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: 123 shares; 2024Q4: 125 shares; 2025Q1: 364 shares; 2025Q2: 342 shares; 2025Q3: 603 shares; 2025Q4: 524 shares; 2026Q1: 436 shares 436 $100K 0.02% -88 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $96.5K 0.02% 0 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: 1,200 shares; 2024Q4: 20 shares; 2025Q1: 842 shares; 2025Q2: 293 shares; 2025Q3: 446 shares; 2025Q4: 1,517 shares; 2026Q1: 1,208 shares 1,208 $96.2K 0.02% -309 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,225 shares; 2026Q1: 1,799 shares 1,799 $95K 0.02% -426 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,001 shares; 2025Q4: 685 shares; 2026Q1: 651 shares 651 $94.9K 0.02% -34 Timeline JNK 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 986 shares 986 $94.4K 0.02% +31 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: 143 shares; 2024Q4: 129 shares; 2025Q1: 79 shares; 2025Q2: 92 shares; 2025Q3: 112 shares; 2025Q4: 125 shares; 2026Q1: 201 shares 201 $92.7K 0.02% +76 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: 339 shares; 2024Q4: 353 shares; 2025Q1: 1,064 shares; 2025Q2: 597 shares; 2025Q3: 769 shares; 2025Q4: 732 shares; 2026Q1: 771 shares 771 $92.7K 0.02% +39 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 109 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 329 shares; 2026Q1: 260 shares 260 $92.6K 0.02% -69 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 3,889 shares; 2025Q1: 3,103 shares; 2025Q2: 4,026 shares; 2025Q3: 3,119 shares; 2025Q4: 477 shares; 2026Q1: 738 shares 738 $91.7K 0.02% +261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares 2,000 $91.6K 0.02% +1,000 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $90.5K 0.02% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 13,725 shares; 2025Q1: 13,725 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 6,007 shares; 2026Q1: 8,125 shares 8,125 $88.9K 0.02% +2,118 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,342 shares; 2026Q1: 1,357 shares 1,357 $87.1K 0.02% -985 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 242 shares; 2025Q4: 782 shares; 2026Q1: 792 shares 792 $85.7K 0.02% +10 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 430 shares; 2025Q2: 0 shares; 2025Q3: 262 shares; 2025Q4: 4,635 shares; 2026Q1: 4,733 shares 4,733 $83.2K 0.01% +98 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: 0 shares; 2024Q4: 4 shares; 2025Q1: 217 shares; 2025Q2: 88 shares; 2025Q3: 125 shares; 2025Q4: 116 shares; 2026Q1: 243 shares 243 $83.1K 0.01% +127 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 42 shares; 2025Q2: 52 shares; 2025Q3: 65 shares; 2025Q4: 41 shares; 2026Q1: 56 shares 56 $82.8K 0.01% +15 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: 14 shares; 2024Q4: 101 shares; 2025Q1: 217 shares; 2025Q2: 134 shares; 2025Q3: 233 shares; 2025Q4: 220 shares; 2026Q1: 231 shares 231 $82.6K 0.01% +11 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: 0 shares; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 174 shares; 2025Q3: 167 shares; 2025Q4: 408 shares; 2026Q1: 832 shares 832 $81.8K 0.01% +424 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $81.8K 0.01% 0 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $81.4K 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: 6 shares; 2024Q4: 2 shares; 2025Q1: 63 shares; 2025Q2: 62 shares; 2025Q3: 67 shares; 2025Q4: 87 shares; 2026Q1: 188 shares 188 $81.3K 0.01% +101 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: 153 shares; 2024Q4: 129 shares; 2025Q1: 80 shares; 2025Q2: 223 shares; 2025Q3: 163 shares; 2025Q4: 124 shares; 2026Q1: 134 shares 134 $81.1K 0.01% +10 Timeline URTH 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: 280 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $80.4K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 0 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,158 shares; 2026Q1: 1,160 shares 1,160 $80.2K 0.01% +2 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME 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: 14,816 shares; 2025Q4: 14,816 shares; 2026Q1: 14,816 shares 14,816 $79.9K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 133 shares; 2025Q4: 110 shares; 2026Q1: 220 shares 220 $79K 0.01% +110 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: 96 shares; 2024Q4: 99 shares; 2025Q1: 202 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 594 shares; 2026Q1: 625 shares 625 $78.9K 0.01% +31 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 141 shares; 2025Q2: 185 shares; 2025Q3: 209 shares; 2025Q4: 205 shares; 2026Q1: 240 shares 240 $78.9K 0.01% +35 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: 322 shares; 2025Q4: 42 shares; 2026Q1: 381 shares 381 $78.7K 0.01% +339 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 935 shares; 2025Q3: 939 shares; 2025Q4: 1,775 shares; 2026Q1: 722 shares 722 $78.6K 0.01% -1,053 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 49 shares; 2026Q1: 80 shares 80 $78.5K 0.01% +31 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,253 shares; 2025Q2: 1,068 shares; 2025Q3: 1,111 shares; 2025Q4: 1,032 shares; 2026Q1: 1,392 shares 1,392 $78.4K 0.01% +360 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: 1,193 shares; 2024Q4: 1,201 shares; 2025Q1: 1,504 shares; 2025Q2: 1,509 shares; 2025Q3: 1,544 shares; 2025Q4: 1,428 shares; 2026Q1: 1,162 shares 1,162 $76.7K 0.01% -266 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $76.5K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 0 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 243 shares; 2026Q1: 256 shares 256 $75.9K 0.01% +13 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: 32 shares; 2024Q4: 35 shares; 2025Q1: 258 shares; 2025Q2: 176 shares; 2025Q3: 220 shares; 2025Q4: 548 shares; 2026Q1: 568 shares 568 $75.1K 0.01% +20 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $74.6K 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: not reported; 2024Q4: 0 shares; 2025Q1: 98 shares; 2025Q2: 65 shares; 2025Q3: 72 shares; 2025Q4: 400 shares; 2026Q1: 407 shares 407 $74.1K 0.01% +7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 86 shares; 2025Q2: 814 shares; 2025Q3: 851 shares; 2025Q4: 1,361 shares; 2026Q1: 1,420 shares 1,420 $73.9K 0.01% +59 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: 8 shares; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 40 shares; 2025Q3: 46 shares; 2025Q4: 470 shares; 2026Q1: 701 shares 701 $73.3K 0.01% +231 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000 $73.2K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $72.6K 0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $72.5K 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: 10 shares; 2024Q4: 135 shares; 2025Q1: 151 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 175 shares; 2026Q1: 152 shares 152 $71.9K 0.01% -23 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: 112 shares; 2024Q4: 94 shares; 2025Q1: 185 shares; 2025Q2: 174 shares; 2025Q3: 158 shares; 2025Q4: 313 shares; 2026Q1: 292 shares 292 $71K 0.01% -21 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,158 shares; 2025Q4: 8,158 shares; 2026Q1: 8,158 shares 8,158 $70.6K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $70.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $69.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,123 shares; 2026Q1: 2,130 shares 2,130 $69.1K 0.01% +7 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: 13 shares; 2024Q4: 204 shares; 2025Q1: 307 shares; 2025Q2: 174 shares; 2025Q3: 339 shares; 2025Q4: 1,149 shares; 2026Q1: 1,165 shares 1,165 $68.5K 0.01% +16 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: 408 shares; 2024Q4: 210 shares; 2025Q1: 806 shares; 2025Q2: 272 shares; 2025Q3: 714 shares; 2025Q4: 292 shares; 2026Q1: 569 shares 569 $67.5K 0.01% +277 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: 32 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 146 shares; 2026Q1: 440 shares 440 $66.6K 0.01% +294 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: 25 shares; 2024Q4: 19 shares; 2025Q1: 40 shares; 2025Q2: 21 shares; 2025Q3: 38 shares; 2025Q4: 68 shares; 2026Q1: 86 shares 86 $66.4K 0.01% +18 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 4,475 shares 4,475 $64.6K 0.01% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares 4,945 $63.9K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 52 shares; 2025Q3: 2,021 shares; 2025Q4: 1,144 shares; 2026Q1: 236 shares 236 $63.8K 0.01% -908 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: 46 shares; 2024Q4: 0 shares; 2025Q1: 322 shares; 2025Q2: 397 shares; 2025Q3: 407 shares; 2025Q4: 604 shares; 2026Q1: 498 shares 498 $62.9K 0.01% -106 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 617 shares; 2025Q3: 621 shares; 2025Q4: 626 shares; 2026Q1: 629 shares 629 $62.5K 0.01% +3 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 2 shares; 2025Q1: 30 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 148 shares; 2026Q1: 673 shares 673 $62.3K 0.01% +525 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 2,466 shares 2,466 $62K 0.01% new 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: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $61.4K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,323 shares; 2025Q1: 1,367 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 2,258 shares; 2026Q1: 2,840 shares 2,840 $61.4K 0.01% +582 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,600 shares; 2026Q1: 1,200 shares 1,200 $61.3K 0.01% -8,400 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $60.8K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,065 shares 1,065 $60.8K 0.01% +20 Timeline EFG 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: 760 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $59.7K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 115 shares; 2025Q2: 93 shares; 2025Q3: 11 shares; 2025Q4: 204 shares; 2026Q1: 343 shares 343 $59.5K 0.01% +139 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: 782 shares; 2024Q4: 782 shares; 2025Q1: 1,005 shares; 2025Q2: 918 shares; 2025Q3: 944 shares; 2025Q4: 945 shares; 2026Q1: 970 shares 970 $59.3K 0.01% +25 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 180 shares; 2026Q1: 185 shares 185 $58.2K 0.01% +5 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: 249 shares; 2024Q4: 252 shares; 2025Q1: 369 shares; 2025Q2: 196 shares; 2025Q3: 242 shares; 2025Q4: 295 shares; 2026Q1: 291 shares 291 $57.9K 0.01% -4 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 0 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $57.7K 0.01% 0 Timeline IHAK 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: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $57.1K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,946 shares 1,946 $56.6K 0.01% +6 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $55.8K 0.01% 0 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 12,200 shares; 2026Q1: 21,000 shares 21,000 $55.8K 0.01% +8,800 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: 0 shares; 2025Q3: 2,175 shares; 2025Q4: 1,851 shares; 2026Q1: 1,023 shares 1,023 $55.4K 0.01% -828 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: 0 shares; 2024Q4: 6 shares; 2025Q1: 405 shares; 2025Q2: 389 shares; 2025Q3: 506 shares; 2025Q4: 462 shares; 2026Q1: 588 shares 588 $55.3K 0.01% +126 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 192 shares; 2025Q3: 198 shares; 2025Q4: 579 shares; 2026Q1: 2,943 shares 2,943 $55K 0.01% +2,364 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 278 shares; 2025Q3: 280 shares; 2025Q4: 277 shares; 2026Q1: 206 shares 206 $54.7K 0.01% -71 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $54K 0.01% 0 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: 0 shares; 2024Q4: 6 shares; 2025Q1: 379 shares; 2025Q2: 357 shares; 2025Q3: 406 shares; 2025Q4: 1,168 shares; 2026Q1: 859 shares 859 $53.9K 0.01% -309 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 81 shares; 2025Q2: 107 shares; 2025Q3: 45 shares; 2025Q4: 169 shares; 2026Q1: 263 shares 263 $53.4K 0.01% +94 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 205 shares; 2025Q2: 158 shares; 2025Q3: 202 shares; 2025Q4: 226 shares; 2026Q1: 161 shares 161 $53K 0.01% -65 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 129 shares; 2025Q2: 21 shares; 2025Q3: 31 shares; 2025Q4: 46 shares; 2026Q1: 166 shares 166 $52.9K 0.01% +120 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares 2,495 $52.8K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 25 shares; 2025Q2: 15 shares; 2025Q3: 330 shares; 2025Q4: 1,858 shares; 2026Q1: 1,598 shares 1,598 $52.3K 0.01% -260 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 22 shares; 2025Q4: 241 shares; 2026Q1: 249 shares 249 $51.8K 0.01% +8 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: 66 shares; 2024Q4: 63 shares; 2025Q1: 104 shares; 2025Q2: 64 shares; 2025Q3: 97 shares; 2025Q4: 92 shares; 2026Q1: 131 shares 131 $51.8K 0.01% +39 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 1,080 shares 1,080 $50.7K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 355 shares 355 $50.6K 0.01% +319 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 1,016 shares 1,016 $50.5K 0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 2,939 shares; 2025Q4: 2,939 shares; 2026Q1: 2,939 shares 2,939 $50.4K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 903 shares 903 $50.1K 0.01% +901 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 224 shares; 2025Q3: 729 shares; 2025Q4: 843 shares; 2026Q1: 146 shares 146 $50.1K 0.01% -697 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 53 shares; 2025Q2: 67 shares; 2025Q3: 152 shares; 2025Q4: 258 shares; 2026Q1: 252 shares 252 $50K 0.01% -6 Timeline EUFN 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: 1,431 shares; 2026Q1: 1,431 shares 1,431 $49.9K 0.01% 0 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: 1,039 shares; 2026Q1: 1,043 shares 1,043 $49.6K 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: 233 shares; 2024Q4: 236 shares; 2025Q1: 369 shares; 2025Q2: 268 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 378 shares 378 $49.6K 0.01% +96 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: 214 shares; 2024Q4: 220 shares; 2025Q1: 398 shares; 2025Q2: 124 shares; 2025Q3: 160 shares; 2025Q4: 114 shares; 2026Q1: 255 shares 255 $49.4K 0.01% +141 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,750 shares 3,750 $49.1K 0.01% new 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: 0 shares; 2024Q4: 20 shares; 2025Q1: 92 shares; 2025Q2: 66 shares; 2025Q3: 12 shares; 2025Q4: 138 shares; 2026Q1: 183 shares 183 $48.9K 0.01% +45 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 131 shares; 2025Q2: 103 shares; 2025Q3: 110 shares; 2025Q4: 83 shares; 2026Q1: 111 shares 111 $48.4K 0.01% +28 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $48.4K 0.01% 0 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: 739 shares; 2024Q4: 744 shares; 2025Q1: 639 shares; 2025Q2: 643 shares; 2025Q3: 646 shares; 2025Q4: 651 shares; 2026Q1: 654 shares 654 $48.1K 0.01% +3 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 2,165 shares; 2025Q1: 1,608 shares; 2025Q2: 1,595 shares; 2025Q3: 2,095 shares; 2025Q4: 1,318 shares; 2026Q1: 1,471 shares 1,471 $47.9K 0.01% +153 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 48 shares; 2025Q3: 577 shares; 2025Q4: 794 shares; 2026Q1: 888 shares 888 $47.5K 0.01% +94 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 16,300 shares; 2026Q1: 16,300 shares 16,300 $46.9K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 166 shares; 2025Q2: 171 shares; 2025Q3: 172 shares; 2025Q4: 10 shares; 2026Q1: 374 shares 374 $46.7K 0.01% +364 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: not reported; 2024Q4: 1 shares; 2025Q1: 52 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 199 shares; 2026Q1: 219 shares 219 $46.4K 0.01% +20 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 3,095 shares 3,095 $46.3K 0.01% +3,018 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 70 shares; 2026Q1: 158 shares 158 $46.1K 0.01% +88 Timeline IPAC 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: 0 shares; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $46K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 231 shares; 2025Q1: 117 shares; 2025Q2: 874 shares; 2025Q3: 30 shares; 2025Q4: 1,110 shares; 2026Q1: 359 shares 359 $45.9K 0.01% -751 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: 6 shares; 2024Q4: 1 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $45.9K 0.01% +2 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 5,644 shares; 2025Q1: 5,644 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares 3,325 $45.9K 0.01% 0 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: 180 shares; 2024Q4: 168 shares; 2025Q1: 524 shares; 2025Q2: 484 shares; 2025Q3: 490 shares; 2025Q4: 489 shares; 2026Q1: 446 shares 446 $45.8K 0.01% -43 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: 0 shares; 2024Q4: 8 shares; 2025Q1: 197 shares; 2025Q2: 354 shares; 2025Q3: 446 shares; 2025Q4: 419 shares; 2026Q1: 488 shares 488 $45.3K 0.01% +69 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 16 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares; 2025Q4: 2,163 shares; 2026Q1: 2,251 shares 2,251 $45.1K 0.01% +88 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 4 shares; 2025Q1: 181 shares; 2025Q2: 150 shares; 2025Q3: 694 shares; 2025Q4: 571 shares; 2026Q1: 551 shares 551 $45K 0.01% -20 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 9 shares; 2025Q4: 79 shares; 2026Q1: 101 shares 101 $44.9K 0.01% +22 Timeline VTHR 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $44.6K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 41 shares; 2025Q3: 44 shares; 2025Q4: 435 shares; 2026Q1: 417 shares 417 $44.5K 0.01% -18 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $44.5K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 17 shares; 2025Q2: 48 shares; 2025Q3: 20 shares; 2025Q4: 1,842 shares; 2026Q1: 366 shares 366 $44.4K 0.01% -1,476 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 235 shares; 2025Q2: 226 shares; 2025Q3: 307 shares; 2025Q4: 304 shares; 2026Q1: 318 shares 318 $44.3K 0.01% +14 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $44.2K 0.01% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,609 shares; 2025Q1: 11,609 shares; 2025Q2: 11,609 shares; 2025Q3: 8,580 shares; 2025Q4: 7,918 shares; 2026Q1: 8,580 shares 8,580 $43.8K 0.01% +662 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: not reported; 2024Q4: 8 shares; 2025Q1: 50 shares; 2025Q2: 98 shares; 2025Q3: 345 shares; 2025Q4: 351 shares; 2026Q1: 1,050 shares 1,050 $43.7K 0.01% +699 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: 229 shares; 2024Q4: 237 shares; 2025Q1: 562 shares; 2025Q2: 257 shares; 2025Q3: 1,002 shares; 2025Q4: 1,140 shares; 2026Q1: 223 shares 223 $43K 0.01% -917 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 3,775 shares; 2026Q1: 4,150 shares 4,150 $42.7K 0.01% +375 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 25 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 222 shares; 2026Q1: 171 shares 171 $42.5K 0.01% -51 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $41.8K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 0 shares; 2025Q4: not reported; 2026Q1: 2,109 shares 2,109 $41.7K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 5 shares; 2025Q1: 27 shares; 2025Q2: 142 shares; 2025Q3: 133 shares; 2025Q4: 255 shares; 2026Q1: 184 shares 184 $41.7K 0.01% -71 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM 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: 25,500 shares; 2026Q1: 34,160 shares 34,160 $41.7K 0.01% +8,660 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $41.6K 0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $41.5K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 234 shares; 2025Q3: 1,024 shares; 2025Q4: 130 shares; 2026Q1: 146 shares 146 $41.4K 0.01% +16 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: 154 shares; 2024Q4: 99 shares; 2025Q1: 133 shares; 2025Q2: 139 shares; 2025Q3: 101 shares; 2025Q4: 286 shares; 2026Q1: 238 shares 238 $41.1K 0.01% -48 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,884 shares 4,884 $40.8K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 54 shares; 2026Q1: 55 shares 55 $40.6K 0.01% +1 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 4,500 shares; 2026Q1: 6,600 shares 6,600 $40.6K 0.01% +2,100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 12 shares; 2025Q2: 152 shares; 2025Q3: 158 shares; 2025Q4: 75 shares; 2026Q1: 160 shares 160 $39.5K 0.01% +85 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: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 2,584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 1,210 shares; 2026Q1: 476 shares 476 $39.4K 0.01% -734 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: 1,478 shares; 2024Q4: 1,015 shares; 2025Q1: 431 shares; 2025Q2: 299 shares; 2025Q3: 2,315 shares; 2025Q4: 1,140 shares; 2026Q1: 1,171 shares 1,171 $39.3K 0.01% +31 Timeline EPP 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $39.1K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 5 shares; 2025Q4: 51 shares; 2026Q1: 110 shares 110 $38.9K 0.01% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $38.3K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 322 shares; 2025Q2: 337 shares; 2025Q3: 430 shares; 2025Q4: 324 shares; 2026Q1: 176 shares 176 $38.3K 0.01% -148 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $38.2K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 552 shares; 2026Q1: 591 shares 591 $37.9K 0.01% +39 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: 2 shares; 2025Q1: 12 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 2,461 shares; 2026Q1: 2,346 shares 2,346 $37.3K 0.01% -115 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 27 shares; 2026Q1: 69 shares 69 $37.2K 0.01% +42 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $37.1K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 100 shares; 2025Q3: 105 shares; 2025Q4: 216 shares; 2026Q1: 402 shares 402 $37K 0.01% +186 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: 600 shares; 2024Q4: 219 shares; 2025Q1: 312 shares; 2025Q2: 308 shares; 2025Q3: 324 shares; 2025Q4: 332 shares; 2026Q1: 381 shares 381 $36.8K 0.01% +49 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 86 shares; 2026Q1: 93 shares 93 $36.1K 0.01% +7 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $36.1K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 837 shares; 2025Q3: 1,314 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $35.8K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 201 shares; 2025Q2: 100 shares; 2025Q3: 106 shares; 2025Q4: 223 shares; 2026Q1: 418 shares 418 $35.5K 0.01% +195 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: not reported; 2024Q4: 2 shares; 2025Q1: 129 shares; 2025Q2: 115 shares; 2025Q3: 26 shares; 2025Q4: 203 shares; 2026Q1: 178 shares 178 $35.3K 0.01% -25 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: 25 shares; 2024Q4: 27 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 52 shares; 2025Q4: 206 shares; 2026Q1: 233 shares 233 $35.1K 0.01% +27 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 7,652 shares; 2025Q1: 7,652 shares; 2025Q2: 7,652 shares; 2025Q3: 7,652 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $34.8K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 82 shares; 2025Q2: 45 shares; 2025Q3: 20 shares; 2025Q4: 134 shares; 2026Q1: 160 shares 160 $34.7K 0.01% +26 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 154 shares; 2025Q2: 118 shares; 2025Q3: 218 shares; 2025Q4: 268 shares; 2026Q1: 298 shares 298 $34.4K 0.01% +30 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 29 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 242 shares; 2026Q1: 464 shares 464 $34.3K 0.01% +222 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $34K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 700 shares; 2025Q1: 980 shares; 2025Q2: 761 shares; 2025Q3: 774 shares; 2025Q4: 580 shares; 2026Q1: 676 shares 676 $34K 0.01% +96 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 96 shares 96 $33.8K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 17 shares; 2026Q1: 8 shares 8 $33.7K 0.01% -9 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $33.6K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 13 shares; 2025Q2: 54 shares; 2025Q3: 80 shares; 2025Q4: 412 shares; 2026Q1: 349 shares 349 $33.5K 0.01% -63 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 58 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 300 shares 300 $33.4K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 110 shares; 2026Q1: 69 shares 69 $33.1K 0.01% -41 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: 100 shares; 2024Q4: 107 shares; 2025Q1: 212 shares; 2025Q2: 210 shares; 2025Q3: 222 shares; 2025Q4: 63 shares; 2026Q1: 253 shares 253 $33.1K 0.01% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490 $33.1K 0.01% new 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: not reported; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 23 shares; 2025Q3: 42 shares; 2025Q4: 47 shares; 2026Q1: 45 shares 45 $32.8K 0.01% -2 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 16,600 shares 16,600 $32.5K 0.01% +7,400 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 0 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $32.4K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 9 shares; 2025Q4: 513 shares; 2026Q1: 539 shares 539 $32.3K 0.01% +26 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 202 shares; 2025Q1: 485 shares; 2025Q2: 538 shares; 2025Q3: 445 shares; 2025Q4: 750 shares; 2026Q1: 493 shares 493 $32.1K 0.01% -257 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 271 shares; 2025Q2: 5 shares; 2025Q3: 43 shares; 2025Q4: 56 shares; 2026Q1: 80 shares 80 $31.9K 0.01% +24 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 3 shares; 2025Q3: 64 shares; 2025Q4: 34 shares; 2026Q1: 269 shares 269 $31.8K 0.01% +235 Timeline HYD 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: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 622 shares; 2026Q1: 624 shares 624 $31.3K 0.01% +2 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 2,284 shares; 2025Q4: not reported; 2026Q1: 768 shares 768 $31.3K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 150 shares 150 $30.6K 0.01% +5 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 200 shares; 2025Q2: 12 shares; 2025Q3: 27 shares; 2025Q4: 71 shares; 2026Q1: 169 shares 169 $30.4K 0.01% +98 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $30.3K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 60 shares; 2026Q1: 51 shares 51 $30.2K 0.01% -9 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 18 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 51 shares; 2026Q1: 56 shares 56 $30.1K 0.01% +5 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 836 shares; 2025Q4: 620 shares; 2026Q1: 433 shares 433 $30K 0.01% -187 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: not reported; 2024Q4: 2 shares; 2025Q1: 57 shares; 2025Q2: 39 shares; 2025Q3: 66 shares; 2025Q4: 68 shares; 2026Q1: 53 shares 53 $29.9K 0.01% -15 Timeline IZRL 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: 784 shares; 2024Q4: 787 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $29.8K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 734 shares 734 $29.8K 0.01% +1 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 1,582 shares 1,582 $29.5K 0.01% +5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 407 shares; 2025Q2: 276 shares; 2025Q3: 570 shares; 2025Q4: not reported; 2026Q1: 570 shares 570 $29.3K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 62 shares; 2025Q2: 29 shares; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: 91 shares 91 $29.2K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 68 shares; 2025Q1: 3 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 486 shares; 2026Q1: 360 shares 360 $28.9K 0.01% -126 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 392 shares; 2026Q1: 393 shares 393 $28.9K 0.01% +1 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 19 shares; 2025Q4: 4 shares; 2026Q1: 41 shares 41 $28.8K 0.01% +37 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: 387 shares; 2024Q4: 381 shares; 2025Q1: 490 shares; 2025Q2: 323 shares; 2025Q3: 342 shares; 2025Q4: 698 shares; 2026Q1: 637 shares 637 $28.8K 0.01% -61 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: 487 shares; 2024Q4: 100 shares; 2025Q1: 688 shares; 2025Q2: 132 shares; 2025Q3: 202 shares; 2025Q4: 368 shares; 2026Q1: 1,038 shares 1,038 $28.5K 0.01% +670 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 610 shares 610 $28.5K 0.01% +1 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 34 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 220 shares; 2026Q1: 165 shares 165 $28.5K 0.01% -55 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 158 shares 158 $28.1K <0.01% -29 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 153 shares; 2025Q2: 18 shares; 2025Q3: 171 shares; 2025Q4: 57 shares; 2026Q1: 431 shares 431 $27.9K <0.01% +374 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $27.7K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 66 shares; 2025Q2: 169 shares; 2025Q3: 369 shares; 2025Q4: 384 shares; 2026Q1: 331 shares 331 $27.7K <0.01% -53 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: not reported; 2024Q4: 0 shares; 2025Q1: 33 shares; 2025Q2: 17 shares; 2025Q3: 63 shares; 2025Q4: 227 shares; 2026Q1: 270 shares 270 $27.6K <0.01% +43 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 63 shares 63 $27.3K <0.01% +11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 62 shares; 2025Q2: 48 shares; 2025Q3: 61 shares; 2025Q4: 88 shares; 2026Q1: 105 shares 105 $27.3K <0.01% +17 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 43 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 390 shares; 2026Q1: 393 shares 393 $27.2K <0.01% +3 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 20 shares; 2025Q3: 58 shares; 2025Q4: 416 shares; 2026Q1: 397 shares 397 $27.1K <0.01% -19 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 100 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 290 shares; 2026Q1: 148 shares 148 $27K <0.01% -142 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 82 shares; 2025Q4: 327 shares; 2026Q1: 268 shares 268 $26.8K <0.01% -59 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 29 shares; 2025Q2: 19 shares; 2025Q3: 32 shares; 2025Q4: 208 shares; 2026Q1: 244 shares 244 $26.8K <0.01% +36 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 51 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 302 shares; 2026Q1: 305 shares 305 $26.7K <0.01% +3 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 861 shares; 2026Q1: 865 shares 865 $26.6K <0.01% +4 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 10 shares; 2025Q4: 306 shares; 2026Q1: 352 shares 352 $26.5K <0.01% +46 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: 7 shares; 2024Q4: 8 shares; 2025Q1: 28 shares; 2025Q2: 65 shares; 2025Q3: 116 shares; 2025Q4: 24 shares; 2026Q1: 112 shares 112 $26.4K <0.01% +88 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,471 shares; 2025Q1: 3,266 shares; 2025Q2: 2,191 shares; 2025Q3: 2,247 shares; 2025Q4: 3,041 shares; 2026Q1: 2,281 shares 2,281 $26.3K <0.01% -760 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 438 shares; 2026Q1: 465 shares 465 $26.3K <0.01% +27 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: 74 shares; 2024Q4: 75 shares; 2025Q1: 150 shares; 2025Q2: 120 shares; 2025Q3: 92 shares; 2025Q4: 9 shares; 2026Q1: 145 shares 145 $26.1K <0.01% +136 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 235 shares 235 $26K <0.01% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 103 shares; 2025Q2: 74 shares; 2025Q3: 5 shares; 2025Q4: 103 shares; 2026Q1: 282 shares 282 $26K <0.01% +179 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 0 shares; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 537 shares 537 $25.8K <0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares 529 $25.6K <0.01% new Timeline FEZ 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 408 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $25.6K <0.01% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,266 shares 2,266 $25.5K <0.01% 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 140 shares; 2025Q3: 142 shares; 2025Q4: 218 shares; 2026Q1: 129 shares 129 $25.4K <0.01% -89 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 110 shares 110 $25.1K <0.01% +42 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $25.1K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $24.9K <0.01% 0 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: 56 shares; 2024Q4: 44 shares; 2025Q1: 48 shares; 2025Q2: 52 shares; 2025Q3: 59 shares; 2025Q4: 109 shares; 2026Q1: 51 shares 51 $24.7K <0.01% -58 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 103 shares; 2025Q2: 94 shares; 2025Q3: 111 shares; 2025Q4: 296 shares; 2026Q1: 301 shares 301 $24.6K <0.01% +5 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: 21 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $24.5K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $24.5K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 151 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 135 shares; 2026Q1: 206 shares 206 $24.4K <0.01% +71 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 736 shares; 2026Q1: 565 shares 565 $24.2K <0.01% -171 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,100 shares; 2026Q1: 500 shares 500 $24.1K <0.01% -8,600 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 172 shares; 2026Q1: 183 shares 183 $24.1K <0.01% +11 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 287 shares 287 $24K <0.01% +11 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $23.8K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 178 shares 178 $23.7K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 356 shares; 2025Q2: 358 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 364 shares 364 $23.7K <0.01% +2 Timeline WEX WEX INC More: the full row for WEX 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: 151 shares; 2026Q1: 154 shares 154 $23.6K <0.01% +3 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 103 shares; 2026Q1: 113 shares 113 $23.6K <0.01% +10 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 41,500 shares 41,500 $23.5K <0.01% +21,500 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 126 shares; 2025Q2: 2,657 shares; 2025Q3: 69 shares; 2025Q4: 141 shares; 2026Q1: 172 shares 172 $23.4K <0.01% +31 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,831 shares; 2024Q4: 23,394 shares; 2025Q1: 23,394 shares; 2025Q2: 23,394 shares; 2025Q3: 23,394 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $23.4K <0.01% 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: 13 shares; 2024Q4: 2 shares; 2025Q1: 67 shares; 2025Q2: 46 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 56 shares 56 $23.3K <0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270 $23.3K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 351 shares; 2025Q2: 275 shares; 2025Q3: 407 shares; 2025Q4: not reported; 2026Q1: 799 shares 799 $22.9K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 0 shares; 2025Q2: 321 shares; 2025Q3: 327 shares; 2025Q4: 764 shares; 2026Q1: 942 shares 942 $22.9K <0.01% +178 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $22.8K <0.01% 0 Timeline IWY 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: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $22.6K <0.01% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 21 shares; 2025Q2: 8 shares; 2025Q3: 0 shares; 2025Q4: 126 shares; 2026Q1: 192 shares 192 $22.6K <0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $22.6K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 0 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 247 shares; 2026Q1: 183 shares 183 $22.6K <0.01% -64 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 222 shares 222 $22.5K <0.01% -57 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 2 shares; 2025Q4: 420 shares; 2026Q1: 538 shares 538 $22.4K <0.01% +118 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.3K <0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 270 shares 270 $22.2K <0.01% +97 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 89 shares 89 $22.2K <0.01% +1 Timeline