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ADIRONDACK TRUST CO

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13F filer, CIK 1054257, SARATOGA SPRINGS, NY

ADIRONDACK TRUST CO reported $297,620,445 across 544 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-03. Its ten largest share positions make up 39.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001054257-26-000002

Period
2026-03-31
Reported value
$298M
Holdings
544
Top 10 weight
39.25%
New
41
Sold out
34

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBDWadded+89,143$1.87M
IBDYadded+59,168$1.53M
IBCAadded+51,431$1.32M
IBDXadded+50,952$1.29M
VTHRadded+3,604$1.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-1,999-$1.3M
AAPLreduced-2,577-$654K
LMTreduced-819-$495K
BRK-Breduced-1,019-$488K
JPMreduced-1,600-$471K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001054257-26-000002, largest first. % of portfolio is the value over $297,620,445, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,964 shares; 2024Q4: 55,858 shares; 2025Q1: 56,005 shares; 2025Q2: 58,914 shares; 2025Q3: 59,341 shares; 2025Q4: 58,676 shares; 2026Q1: 56,677 shares 56,677$36.9M12.38%-1,999Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 71,103 shares; 2025Q1: 70,686 shares; 2025Q2: 67,727 shares; 2025Q3: 68,162 shares; 2025Q4: 67,281 shares; 2026Q1: 64,704 shares 64,704$16.4M5.52%-2,577Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,201 shares; 2024Q4: 85,778 shares; 2025Q1: 90,506 shares; 2025Q2: 91,401 shares; 2025Q3: 90,075 shares; 2025Q4: 89,488 shares; 2026Q1: 87,737 shares 87,737$15.3M5.14%-1,751Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,302 shares; 2024Q4: 18,286 shares; 2025Q1: 20,505 shares; 2025Q2: 24,674 shares; 2025Q3: 25,203 shares; 2025Q4: 29,028 shares; 2026Q1: 32,632 shares 32,632$9.38M3.15%+3,604Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,471 shares; 2024Q4: 24,335 shares; 2025Q1: 24,449 shares; 2025Q2: 24,526 shares; 2025Q3: 24,487 shares; 2025Q4: 24,414 shares; 2026Q1: 23,774 shares 23,774$8.8M2.96%-640Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,944 shares; 2024Q4: 36,730 shares; 2025Q1: 37,064 shares; 2025Q2: 37,474 shares; 2025Q3: 37,653 shares; 2025Q4: 37,800 shares; 2026Q1: 37,117 shares 37,117$7.73M2.6%-683Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,714 shares; 2024Q4: 22,398 shares; 2025Q1: 22,267 shares; 2025Q2: 22,170 shares; 2025Q3: 22,036 shares; 2025Q4: 21,741 shares; 2026Q1: 20,141 shares 20,141$5.92M1.99%-1,600Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 10,817 shares; 2025Q1: 10,744 shares; 2025Q2: 10,380 shares; 2025Q3: 10,468 shares; 2025Q4: 10,308 shares; 2026Q1: 9,587 shares 9,587$5.91M1.99%-721Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,087 shares; 2025Q1: 7,953 shares; 2025Q2: 7,912 shares; 2025Q3: 7,897 shares; 2025Q4: 7,829 shares; 2026Q1: 7,556 shares 7,556$5.35M1.8%-273Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,942 shares; 2024Q4: 100,915 shares; 2025Q1: 111,414 shares; 2025Q2: 120,993 shares; 2025Q3: 134,583 shares; 2025Q4: 155,301 shares; 2026Q1: 244,444 shares 244,444$5.12M1.72%+89,143Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,829 shares; 2024Q4: 8,652 shares; 2025Q1: 9,502 shares; 2025Q2: 10,136 shares; 2025Q3: 10,686 shares; 2025Q4: 11,699 shares; 2026Q1: 11,450 shares 11,450$4.88M1.64%-249Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,795 shares; 2024Q4: 23,862 shares; 2025Q1: 23,443 shares; 2025Q2: 22,554 shares; 2025Q3: 22,310 shares; 2025Q4: 21,853 shares; 2026Q1: 19,948 shares 19,948$4.88M1.64%-1,905Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,119 shares; 2025Q1: 9,048 shares; 2025Q2: 9,975 shares; 2025Q3: 10,066 shares; 2025Q4: 9,746 shares; 2026Q1: 8,727 shares 8,727$4.18M1.41%-1,019Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 35,823 shares; 2025Q1: 35,639 shares; 2025Q2: 34,581 shares; 2025Q3: 34,169 shares; 2025Q4: 33,033 shares; 2026Q1: 32,074 shares 32,074$3.99M1.34%-959Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,209 shares; 2024Q4: 24,814 shares; 2025Q1: 23,714 shares; 2025Q2: 23,607 shares; 2025Q3: 23,861 shares; 2025Q4: 23,705 shares; 2026Q1: 22,981 shares 22,981$3.9M1.31%-724Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,901 shares; 2024Q4: 29,500 shares; 2025Q1: 28,776 shares; 2025Q2: 27,734 shares; 2025Q3: 27,803 shares; 2025Q4: 27,153 shares; 2026Q1: 26,210 shares 26,210$3.79M1.27%-943Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,752 shares; 2024Q4: 78,938 shares; 2025Q1: 91,498 shares; 2025Q2: 105,363 shares; 2025Q3: 115,681 shares; 2025Q4: 132,826 shares; 2026Q1: 163,854 shares 163,854$3.59M1.2%+31,028Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,731 shares; 2024Q4: 84,629 shares; 2025Q1: 92,903 shares; 2025Q2: 99,104 shares; 2025Q3: 110,776 shares; 2025Q4: 122,958 shares; 2026Q1: 151,872 shares 151,872$3.53M1.19%+28,914Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,624 shares; 2025Q1: 4,504 shares; 2025Q2: 3,770 shares; 2025Q3: 4,064 shares; 2025Q4: 3,915 shares; 2026Q1: 3,757 shares 3,757$3.46M1.16%-158Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 31,682 shares; 2025Q1: 31,682 shares; 2025Q2: 34,745 shares; 2025Q3: 34,098 shares; 2025Q4: 34,098 shares; 2026Q1: 34,223 shares 34,223$3.4M1.14%+125Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,061 shares; 2024Q4: 11,866 shares; 2025Q1: 11,765 shares; 2025Q2: 11,333 shares; 2025Q3: 11,329 shares; 2025Q4: 11,222 shares; 2026Q1: 10,593 shares 10,593$3.29M1.11%-629Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 31,053 shares; 2025Q1: 48,007 shares; 2025Q2: 55,257 shares; 2025Q3: 64,428 shares; 2025Q4: 79,150 shares; 2026Q1: 130,102 shares 130,102$3.29M1.1%+50,952Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,223 shares; 2025Q1: 5,328 shares; 2025Q2: 5,632 shares; 2025Q3: 5,851 shares; 2025Q4: 5,936 shares; 2026Q1: 5,571 shares 5,571$3.19M1.07%-365Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,349 shares; 2025Q1: 14,956 shares; 2025Q2: 16,097 shares; 2025Q3: 16,025 shares; 2025Q4: 15,729 shares; 2026Q1: 14,959 shares 14,959$3.09M1.04%-770Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,308 shares; 2024Q4: 76,136 shares; 2025Q1: 84,460 shares; 2025Q2: 91,704 shares; 2025Q3: 96,191 shares; 2025Q4: 102,725 shares; 2026Q1: 121,416 shares 121,416$3.07M1.03%+18,691Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 20,077 shares; 2025Q1: 32,749 shares; 2025Q2: 42,027 shares; 2025Q3: 51,765 shares; 2025Q4: 59,751 shares; 2026Q1: 118,919 shares 118,919$3.07M1.03%+59,168Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,044 shares; 2024Q4: 36,419 shares; 2025Q1: 32,592 shares; 2025Q2: 30,579 shares; 2025Q3: 30,579 shares; 2025Q4: 28,423 shares; 2026Q1: 27,598 shares 27,598$3.05M1.02%-825Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,240 shares; 2024Q4: 16,177 shares; 2025Q1: 15,937 shares; 2025Q2: 15,936 shares; 2025Q3: 14,572 shares; 2025Q4: 14,227 shares; 2026Q1: 13,937 shares 13,937$3.03M1.02%-290Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 9,963 shares; 2025Q1: 9,620 shares; 2025Q2: 9,545 shares; 2025Q3: 9,481 shares; 2025Q4: 9,394 shares; 2026Q1: 9,190 shares 9,190$3.02M1.02%-204Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,779 shares; 2025Q1: 6,125 shares; 2025Q2: 6,305 shares; 2025Q3: 6,313 shares; 2025Q4: 6,388 shares; 2026Q1: 6,533 shares 6,533$2.85M0.96%+145Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: 24,645 shares; 2025Q1: 24,624 shares; 2025Q2: 24,467 shares; 2025Q3: 24,361 shares; 2025Q4: 24,188 shares; 2026Q1: 22,820 shares 22,820$2.84M0.95%-1,368Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,910 shares; 2025Q1: 5,972 shares; 2025Q2: 6,142 shares; 2025Q3: 8,034 shares; 2025Q4: 8,164 shares; 2026Q1: 8,257 shares 8,257$2.65M0.89%+93Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,310 shares; 2024Q4: 20,711 shares; 2025Q1: 20,333 shares; 2025Q2: 19,163 shares; 2025Q3: 18,576 shares; 2025Q4: 17,651 shares; 2026Q1: 16,988 shares 16,988$2.64M0.89%-663Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,389 shares; 2025Q1: 8,364 shares; 2025Q2: 8,219 shares; 2025Q3: 8,238 shares; 2025Q4: 8,246 shares; 2026Q1: 7,581 shares 7,581$2.59M0.87%-665Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,022 shares; 2025Q1: 9,979 shares; 2025Q2: 9,945 shares; 2025Q3: 9,507 shares; 2025Q4: 19,122 shares; 2026Q1: 18,451 shares 18,451$2.45M0.82%-671Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,952 shares; 2025Q1: 5,811 shares; 2025Q2: 5,315 shares; 2025Q3: 4,723 shares; 2025Q4: 4,688 shares; 2026Q1: 3,869 shares 3,869$2.34M0.79%-819Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,788 shares; 2024Q4: 34,415 shares; 2025Q1: 33,154 shares; 2025Q2: 32,019 shares; 2025Q3: 31,765 shares; 2025Q4: 31,216 shares; 2026Q1: 29,205 shares 29,205$2.27M0.76%-2,011Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,114 shares; 2024Q4: 31,042 shares; 2025Q1: 30,428 shares; 2025Q2: 30,131 shares; 2025Q3: 29,884 shares; 2025Q4: 29,755 shares; 2026Q1: 28,386 shares 28,386$2.16M0.73%-1,369Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 10,726 shares; 2025Q1: 10,624 shares; 2025Q2: 9,637 shares; 2025Q3: 9,610 shares; 2025Q4: 9,420 shares; 2026Q1: 9,305 shares 9,305$2.14M0.72%-115Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,609 shares; 2024Q4: 27,145 shares; 2025Q1: 26,558 shares; 2025Q2: 25,314 shares; 2025Q3: 24,985 shares; 2025Q4: 24,595 shares; 2026Q1: 22,685 shares 22,685$2.11M0.71%-1,910Timeline
IBCAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,452 shares; 2025Q3: 20,372 shares; 2025Q4: 30,605 shares; 2026Q1: 82,036 shares 82,036$2.1M0.71%+51,431Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,364 shares; 2025Q1: 8,354 shares; 2025Q2: 8,426 shares; 2025Q3: 8,424 shares; 2025Q4: 8,371 shares; 2026Q1: 8,282 shares 8,282$2.01M0.67%-89Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,718 shares; 2025Q1: 4,893 shares; 2025Q2: 5,085 shares; 2025Q3: 4,984 shares; 2025Q4: 4,886 shares; 2026Q1: 4,752 shares 4,752$1.77M0.59%-134Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,545 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares; 2026Q1: 5,545 shares 5,545$1.76M0.59%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares 6,038$1.73M0.58%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 8,763 shares; 2025Q1: 9,022 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 19,259 shares; 2026Q1: 26,429 shares 26,429$1.69M0.57%+7,170Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,873 shares; 2025Q1: 4,053 shares; 2025Q2: 4,066 shares; 2025Q3: 4,052 shares; 2025Q4: 4,198 shares; 2026Q1: 4,237 shares 4,237$1.62M0.55%+39Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 9,923 shares; 2025Q1: 9,872 shares; 2025Q2: 9,433 shares; 2025Q3: 9,382 shares; 2025Q4: 9,211 shares; 2026Q1: 8,660 shares 8,660$1.58M0.53%-551Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,560 shares; 2025Q1: 1,545 shares; 2025Q2: 1,512 shares; 2025Q3: 1,513 shares; 2025Q4: 1,476 shares; 2026Q1: 1,451 shares 1,451$1.45M0.49%-25Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,927 shares; 2024Q4: 26,148 shares; 2025Q1: 25,592 shares; 2025Q2: 23,702 shares; 2025Q3: 23,368 shares; 2025Q4: 23,165 shares; 2026Q1: 20,061 shares 20,061$1.22M0.41%-3,104Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,228 shares; 2025Q1: 6,541 shares; 2025Q2: 6,527 shares; 2025Q3: 6,524 shares; 2025Q4: 6,503 shares; 2026Q1: 5,940 shares 5,940$1.21M0.41%-563Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 979 shares; 2025Q1: 1,019 shares; 2025Q2: 1,397 shares; 2025Q3: 1,468 shares; 2025Q4: 1,472 shares; 2026Q1: 1,325 shares 1,325$1.16M0.39%-147Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,817 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,887 shares; 2025Q4: 5,437 shares; 2026Q1: 5,368 shares 5,368$1.15M0.39%-69Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 8,662 shares; 2025Q1: 8,442 shares; 2025Q2: 8,179 shares; 2025Q3: 8,170 shares; 2025Q4: 8,096 shares; 2026Q1: 7,789 shares 7,789$1.15M0.38%-307Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,185 shares; 2024Q4: 33,997 shares; 2025Q1: 36,630 shares; 2025Q2: 39,624 shares; 2025Q3: 41,354 shares; 2025Q4: 44,479 shares; 2026Q1: 46,823 shares 46,823$1.13M0.38%+2,344Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,073 shares; 2025Q1: 4,032 shares; 2025Q2: 4,026 shares; 2025Q3: 4,073 shares; 2025Q4: 3,552 shares; 2026Q1: 3,403 shares 3,403$1.12M0.38%-149Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 15,970 shares; 2025Q1: 15,150 shares; 2025Q2: 14,156 shares; 2025Q3: 13,968 shares; 2025Q4: 13,648 shares; 2026Q1: 11,519 shares 11,519$1.11M0.37%-2,129Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,172 shares; 2025Q1: 10,092 shares; 2025Q2: 9,604 shares; 2025Q3: 9,524 shares; 2025Q4: 9,291 shares; 2026Q1: 8,629 shares 8,629$1.11M0.37%-662Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,188 shares; 2024Q4: 24,244 shares; 2025Q1: 23,693 shares; 2025Q2: 24,461 shares; 2025Q3: 23,659 shares; 2025Q4: 23,285 shares; 2026Q1: 22,029 shares 22,029$1.11M0.37%-1,256Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 4,946 shares; 2025Q1: 4,968 shares; 2025Q2: 4,877 shares; 2025Q3: 4,856 shares; 2025Q4: 4,731 shares; 2026Q1: 3,618 shares 3,618$1.09M0.37%-1,113Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 10,775 shares; 2025Q1: 10,240 shares; 2025Q2: 9,828 shares; 2025Q3: 9,610 shares; 2025Q4: 9,014 shares; 2026Q1: 8,819 shares 8,819$1.06M0.36%-195Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 4,910 shares; 2025Q2: 4,811 shares; 2025Q3: 4,785 shares; 2025Q4: 4,784 shares; 2026Q1: 4,261 shares 4,261$1.05M0.35%-523Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 909 shares; 2025Q1: 926 shares; 2025Q2: 957 shares; 2025Q3: 1,104 shares; 2025Q4: 11,677 shares; 2026Q1: 10,202 shares 10,202$981K0.33%-1,475Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,315 shares; 2025Q2: 5,911 shares; 2025Q3: 5,870 shares; 2025Q4: 5,845 shares; 2026Q1: 5,519 shares 5,519$908K0.31%-326Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,992 shares; 2025Q1: 2,829 shares; 2025Q2: 2,797 shares; 2025Q3: 2,785 shares; 2025Q4: 2,779 shares; 2026Q1: 2,646 shares 2,646$908K0.31%-133Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 13,292 shares; 2025Q1: 12,804 shares; 2025Q2: 12,681 shares; 2025Q3: 12,258 shares; 2025Q4: 11,945 shares; 2026Q1: 10,654 shares 10,654$908K0.31%-1,291Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: 2,342 shares; 2025Q2: 2,935 shares; 2025Q3: 4,615 shares; 2025Q4: 6,425 shares; 2026Q1: 7,706 shares 7,706$903K0.3%+1,281Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,978 shares; 2025Q1: 2,916 shares; 2025Q2: 2,874 shares; 2025Q3: 2,641 shares; 2025Q4: 2,531 shares; 2026Q1: 2,524 shares 2,524$888K0.3%-7Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,546 shares; 2025Q1: 8,463 shares; 2025Q2: 8,409 shares; 2025Q3: 9,137 shares; 2025Q4: 9,007 shares; 2026Q1: 8,558 shares 8,558$879K0.3%-449Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,974 shares; 2024Q4: 13,227 shares; 2025Q1: 13,559 shares; 2025Q2: 14,917 shares; 2025Q3: 16,169 shares; 2025Q4: 10,143 shares; 2026Q1: 9,038 shares 9,038$878K0.29%-1,105Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,628 shares; 2025Q1: 8,482 shares; 2025Q2: 8,349 shares; 2025Q3: 8,131 shares; 2025Q4: 8,077 shares; 2026Q1: 7,592 shares 7,592$861K0.29%-485Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,517 shares; 2024Q4: 32,725 shares; 2025Q1: 26,463 shares; 2025Q2: 21,051 shares; 2025Q3: 20,664 shares; 2025Q4: 20,267 shares; 2026Q1: 19,482 shares 19,482$860K0.29%-785Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,312 shares; 2025Q1: 1,331 shares; 2025Q2: 1,327 shares; 2025Q3: 1,323 shares; 2025Q4: 1,309 shares; 2026Q1: 882 shares 882$848K0.28%-427Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,821 shares; 2025Q1: 7,829 shares; 2025Q2: 7,412 shares; 2025Q3: 7,190 shares; 2025Q4: 14,244 shares; 2026Q1: 13,635 shares 13,635$835K0.28%-609Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,349 shares; 2025Q1: 1,346 shares; 2025Q2: 2,031 shares; 2025Q3: 2,152 shares; 2025Q4: 2,118 shares; 2026Q1: 1,899 shares 1,899$817K0.27%-219Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,625 shares; 2024Q4: 24,118 shares; 2025Q1: 26,084 shares; 2025Q2: 29,760 shares; 2025Q3: 31,162 shares; 2025Q4: 33,145 shares; 2026Q1: 32,799 shares 32,799$795K0.27%-346Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 11,270 shares; 2025Q1: 11,280 shares; 2025Q2: 10,733 shares; 2025Q3: 10,466 shares; 2025Q4: 10,123 shares; 2026Q1: 7,943 shares 7,943$766K0.26%-2,180Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,432 shares; 2025Q1: 1,374 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,336 shares 1,336$753K0.25%-3Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,163 shares; 2025Q1: 7,274 shares; 2025Q2: 7,243 shares; 2025Q3: 6,839 shares; 2025Q4: 6,850 shares; 2026Q1: 6,635 shares 6,635$736K0.25%-215Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,992 shares; 2024Q4: 41,805 shares; 2025Q1: 37,716 shares; 2025Q2: 33,143 shares; 2025Q3: 28,978 shares; 2025Q4: 27,252 shares; 2026Q1: 25,833 shares 25,833$725K0.24%-1,419Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 922 shares; 2025Q1: 1,198 shares; 2025Q2: 1,210 shares; 2025Q3: 1,946 shares; 2025Q4: 2,416 shares; 2026Q1: 2,701 shares 2,701$707K0.24%+285Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 24,991 shares; 2025Q1: 24,338 shares; 2025Q2: 22,586 shares; 2025Q3: 23,230 shares; 2025Q4: 22,302 shares; 2026Q1: 23,544 shares 23,544$682K0.23%+1,242Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 10,889 shares; 2025Q1: 10,163 shares; 2025Q2: 10,032 shares; 2025Q3: 9,849 shares; 2025Q4: 9,775 shares; 2026Q1: 9,335 shares 9,335$679K0.23%-440Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 3,969 shares; 2026Q1: 5,996 shares 5,996$672K0.23%+2,027Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 15,934 shares; 2025Q1: 15,712 shares; 2025Q2: 15,526 shares; 2025Q3: 9,945 shares; 2025Q4: 9,739 shares; 2026Q1: 9,388 shares 9,388$664K0.22%-351Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,180 shares; 2024Q4: 15,455 shares; 2025Q1: 15,654 shares; 2025Q2: 15,506 shares; 2025Q3: 14,817 shares; 2025Q4: 14,002 shares; 2026Q1: 13,396 shares 13,396$661K0.22%-606Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,755 shares; 2025Q1: 3,605 shares; 2025Q2: 3,524 shares; 2025Q3: 3,522 shares; 2025Q4: 3,433 shares; 2026Q1: 3,253 shares 3,253$661K0.22%-180Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,892 shares; 2024Q4: 11,198 shares; 2025Q1: 11,185 shares; 2025Q2: 11,015 shares; 2025Q3: 10,823 shares; 2025Q4: 10,823 shares; 2026Q1: 9,348 shares 9,348$631K0.21%-1,475Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,525 shares; 2025Q1: 4,173 shares; 2025Q2: 4,063 shares; 2025Q3: 4,977 shares; 2025Q4: 4,990 shares; 2026Q1: 4,786 shares 4,786$627K0.21%-204Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,833 shares; 2025Q2: 2,769 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,643 shares 2,643$624K0.21%-56Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares 2,980$620K0.21%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,375 shares; 2025Q1: 4,220 shares; 2025Q2: 4,194 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,653 shares 4,653$610K0.2%-41Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,947 shares; 2024Q4: 12,947 shares; 2025Q1: 12,942 shares; 2025Q2: 12,640 shares; 2025Q3: 13,000 shares; 2025Q4: 12,965 shares; 2026Q1: 12,204 shares 12,204$595K0.2%-761Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 2,134 shares; 2025Q3: 2,037 shares; 2025Q4: 1,972 shares; 2026Q1: 1,951 shares 1,951$590K0.2%-21Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,568 shares; 2025Q1: 3,574 shares; 2025Q2: 3,594 shares; 2025Q3: 2,434 shares; 2025Q4: 2,402 shares; 2026Q1: 2,524 shares 2,524$570K0.19%+122Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares 3,887$529K0.18%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,004 shares; 2025Q1: 3,004 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,679 shares; 2026Q1: 2,570 shares 2,570$510K0.17%-109Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 27,087 shares; 2025Q1: 26,956 shares; 2025Q2: 21,486 shares; 2025Q3: 12,257 shares; 2025Q4: 11,953 shares; 2026Q1: 11,890 shares 11,890$488K0.16%-63Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,201 shares; 2025Q1: 4,105 shares; 2025Q2: 4,051 shares; 2025Q3: 3,909 shares; 2025Q4: 3,907 shares; 2026Q1: 2,465 shares 2,465$467K0.16%-1,442Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,766 shares; 2025Q1: 4,922 shares; 2025Q2: 4,047 shares; 2025Q3: 3,590 shares; 2025Q4: 3,531 shares; 2026Q1: 3,177 shares 3,177$466K0.16%-354Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,254 shares; 2025Q1: 3,110 shares; 2025Q2: 3,051 shares; 2025Q3: 2,988 shares; 2025Q4: 2,966 shares; 2026Q1: 3,032 shares 3,032$440K0.15%+66Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 670 shares; 2026Q1: 600 shares 600$409K0.14%-70Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares; 2025Q2: 2,415 shares; 2025Q3: 2,454 shares; 2025Q4: 2,453 shares; 2026Q1: 2,418 shares 2,418$400K0.13%-35Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares 5,275$388K0.13%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 825 shares; 2025Q1: 782 shares; 2025Q2: 762 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,082 shares 1,082$385K0.13%-57Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,272 shares; 2024Q4: 9,778 shares; 2025Q1: 9,041 shares; 2025Q2: 8,722 shares; 2025Q3: 5,705 shares; 2025Q4: 5,596 shares; 2026Q1: 5,309 shares 5,309$381K0.13%-287Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100$377K0.13%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 665 shares; 2025Q1: 718 shares; 2025Q2: 712 shares; 2025Q3: 693 shares; 2025Q4: 724 shares; 2026Q1: 747 shares 747$373K0.13%+23Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,166 shares; 2025Q1: 4,149 shares; 2025Q2: 5,313 shares; 2025Q3: 5,318 shares; 2025Q4: 5,217 shares; 2026Q1: 5,248 shares 5,248$358K0.12%+31Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,002 shares; 2025Q1: 2,947 shares; 2025Q2: 2,922 shares; 2025Q3: 2,900 shares; 2025Q4: 2,675 shares; 2026Q1: 2,702 shares 2,702$357K0.12%+27Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to 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: 24,000 shares 24,000$354K0.12%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,434 shares; 2025Q1: 2,339 shares; 2025Q2: 2,203 shares; 2025Q3: 2,129 shares; 2025Q4: 1,987 shares; 2026Q1: 2,016 shares 2,016$348K0.12%+29Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares 3,562$332K0.11%0Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,189 shares; 2025Q1: 7,022 shares; 2025Q2: 7,022 shares; 2025Q3: 7,022 shares; 2025Q4: 7,051 shares; 2026Q1: 7,053 shares 7,053$329K0.11%+2Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,349 shares; 2025Q3: 1,347 shares; 2025Q4: 1,312 shares; 2026Q1: 1,304 shares 1,304$323K0.11%-8Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,398 shares; 2025Q1: 4,412 shares; 2025Q2: 3,772 shares; 2025Q3: 3,474 shares; 2025Q4: 2,679 shares; 2026Q1: 2,521 shares 2,521$306K0.1%-158Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,294 shares; 2025Q1: 2,412 shares; 2025Q2: 2,375 shares; 2025Q3: 2,158 shares; 2025Q4: 1,892 shares; 2026Q1: 1,887 shares 1,887$305K0.1%-5Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 2,505 shares; 2025Q3: 3,022 shares; 2025Q4: 2,899 shares; 2026Q1: 3,116 shares 3,116$303K0.1%+217Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 652 shares; 2025Q1: 567 shares; 2025Q2: 564 shares; 2025Q3: 562 shares; 2025Q4: 537 shares; 2026Q1: 562 shares 562$302K0.1%+25Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 433 shares; 2025Q1: 451 shares; 2025Q2: 400 shares; 2025Q3: 387 shares; 2025Q4: 380 shares; 2026Q1: 384 shares 384$297K0.1%+4Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$295K0.1%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,011 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,373 shares; 2025Q3: 7,354 shares; 2025Q4: 7,354 shares; 2026Q1: 7,354 shares 7,354$278K0.09%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,324 shares; 2025Q3: 3,221 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares 3,094$277K0.09%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,792 shares; 2026Q1: 1,927 shares 1,927$269K0.09%+135Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,649 shares; 2025Q1: 3,469 shares; 2025Q2: 2,837 shares; 2025Q3: 2,759 shares; 2025Q4: 2,680 shares; 2026Q1: 2,691 shares 2,691$263K0.09%+11Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,500 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,280 shares; 2026Q1: 1,214 shares 1,214$261K0.09%-66Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,639 shares; 2025Q1: 5,719 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,099 shares; 2026Q1: 4,809 shares 4,809$260K0.09%-290Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,683 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares 3,717$245K0.08%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 351 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283$245K0.08%0Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800$241K0.08%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,428 shares; 2025Q3: 1,401 shares; 2025Q4: 1,402 shares; 2026Q1: 1,268 shares 1,268$237K0.08%-134Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 430 shares; 2026Q1: 425 shares 425$233K0.08%-5Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 742 shares 742$233K0.08%-271Timeline
FTNYPUTNAM ETF TRUSTQuarterly shares; oldest to 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: 29,772 shares; 2026Q1: 29,772 shares 29,772$232K0.08%0Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480$230K0.08%0Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 734 shares 734$217K0.07%+34Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,005 shares; 2026Q1: 885 shares 885$216K0.07%-120Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,000 shares 5,000$216K0.07%-100Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 978 shares; 2025Q2: 914 shares; 2025Q3: 1,117 shares; 2025Q4: 1,192 shares; 2026Q1: 1,605 shares 1,605$214K0.07%+413Timeline
VANGUARD NJ LONG-TERM …VANGUARD NJ LONG-TERM TAX E…Quarterly shares; oldest to 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: 18,876 shares; 2026Q1: 18,876 shares 18,876$213K0.07%0
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700$211K0.07%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 6,391 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,642 shares; 2025Q4: 5,642 shares; 2026Q1: 3,382 shares 3,382$209K0.07%-2,260Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 461 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 483 shares; 2026Q1: 459 shares 459$205K0.07%-24Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,820 shares 3,820$202K0.07%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 2,500 shares; 2025Q2: 2,126 shares; 2025Q3: 1,429 shares; 2025Q4: 948 shares; 2026Q1: 730 shares 730$198K0.07%-218Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,751 shares 1,751$197K0.07%+33Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270$197K0.07%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,342 shares 1,342$196K0.07%-13Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,067 shares; 2025Q3: 969 shares; 2025Q4: 786 shares; 2026Q1: 794 shares 794$193K0.06%+8Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,246 shares; 2026Q1: 1,182 shares 1,182$189K0.06%-64Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 1,933 shares; 2025Q2: 1,203 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116$189K0.06%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 498 shares; 2025Q3: 520 shares; 2025Q4: 566 shares; 2026Q1: 558 shares 558$189K0.06%-8Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312$187K0.06%0Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,070 shares; 2025Q1: 3,999 shares; 2025Q2: 3,984 shares; 2025Q3: 3,604 shares; 2025Q4: 3,095 shares; 2026Q1: 2,646 shares 2,646$185K0.06%-449Timeline
CLEARBRIDGE LARGE (CAP GROW…CLEARBRIDGE LARGE (CAP GROWTH CLA…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785 shares; 2025Q4: 2,741 shares; 2026Q1: 2,741 shares 2,741$184K0.06%0
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630$184K0.06%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 786 shares; 2026Q1: 724 shares 724$176K0.06%-62Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 854 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$175K0.06%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 1,002 shares; 2025Q1: 839 shares; 2025Q2: 679 shares; 2025Q3: 777 shares; 2025Q4: 627 shares; 2026Q1: 664 shares 664$173K0.06%+37Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,911 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910$173K0.06%0Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 10,072 shares; 2025Q1: 8,117 shares; 2025Q2: 5,378 shares; 2025Q3: 4,757 shares; 2025Q4: 4,350 shares; 2026Q1: 3,736 shares 3,736$168K0.06%-614Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,028 shares; 2025Q1: 3,928 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 2,918 shares; 2026Q1: 2,953 shares 2,953$166K0.06%+35Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,452 shares 1,452$158K0.05%+314Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 1,010 shares; 2025Q2: 980 shares; 2025Q3: 987 shares; 2025Q4: 979 shares; 2026Q1: 959 shares 959$154K0.05%-20Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 6,318 shares; 2025Q1: 5,628 shares; 2025Q2: 5,169 shares; 2025Q3: 4,893 shares; 2025Q4: 4,281 shares; 2026Q1: 3,666 shares 3,666$153K0.05%-615Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 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$151K0.05%0Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392$151K0.05%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 845 shares; 2025Q3: 824 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791$144K0.05%0Timeline
ISHARES CORE TOTAL US …ISHARES CORE TOTAL US AGGRE…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,451 shares 1,451$144K0.05%+300
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$140K0.05%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 383 shares 383$137K0.05%-17Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 805 shares; 2025Q4: 800 shares; 2026Q1: 1,447 shares 1,447$136K0.05%+647Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 6,994 shares; 2025Q1: 6,994 shares; 2025Q2: 7,536 shares; 2025Q3: 7,533 shares; 2025Q4: 6,948 shares; 2026Q1: 6,948 shares 6,948$134K0.05%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 5,396 shares; 2025Q1: 5,396 shares; 2025Q2: 5,396 shares; 2025Q3: 5,396 shares; 2025Q4: 5,396 shares; 2026Q1: 5,829 shares 5,829$133K0.04%+433Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,127 shares; 2025Q1: 1,093 shares; 2025Q2: 1,068 shares; 2025Q3: 968 shares; 2025Q4: 958 shares; 2026Q1: 847 shares 847$133K0.04%-111Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$133K0.04%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,437 shares 2,437$132K0.04%+66Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 453 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 627 shares 627$130K0.04%-26Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,204 shares; 2025Q1: 7,182 shares; 2025Q2: 6,851 shares; 2025Q3: 6,832 shares; 2025Q4: 4,961 shares; 2026Q1: 4,348 shares 4,348$125K0.04%-613Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$124K0.04%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 635 shares; 2025Q1: 659 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 626 shares; 2026Q1: 634 shares 634$124K0.04%+8Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,714 shares; 2025Q1: 1,714 shares; 2025Q2: 1,014 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511$120K0.04%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 1,973 shares; 2025Q1: 1,923 shares; 2025Q2: 1,643 shares; 2025Q3: 1,633 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares 1,541$119K0.04%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 1,230 shares 1,230$119K0.04%-1,162Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654$119K0.04%0Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 1,900 shares 1,900$117K0.04%-1,300Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580$115K0.04%0Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259$110K0.04%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to 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: 548 shares 548$108K0.04%newTimeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117$108K0.04%0Timeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$102K0.03%0Timeline
TDVGT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 6,712 shares; 2025Q1: 6,092 shares; 2025Q2: 5,783 shares; 2025Q3: 5,546 shares; 2025Q4: 2,296 shares; 2026Q1: 2,295 shares 2,295$102K0.03%-1Timeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,600 shares 2,600$99K0.03%+500Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,606 shares; 2025Q4: 1,578 shares; 2026Q1: 1,513 shares 1,513$99K0.03%-65Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 327 shares; 2026Q1: 337 shares 337$97.9K0.03%+10Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 822 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815$95.9K0.03%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 2,289 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,953 shares 1,953$95.7K0.03%+43Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 2,423 shares; 2025Q4: 3,572 shares; 2026Q1: 3,387 shares 3,387$94.3K0.03%-185Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$92.5K0.03%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,195 shares 1,195$92.1K0.03%+54Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 68 shares 68$89.8K0.03%-5Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 800 shares 800$88.2K0.03%+200Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 700 shares 700$88.2K0.03%+200Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 2,554 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,613 shares 2,613$87.6K0.03%+123Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 87 shares; 2025Q3: 99 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97$86.8K0.03%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131$85.6K0.03%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 888 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 834 shares 834$82.6K0.03%-19Timeline
AROWARROW FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares; 2026Q1: 2,456 shares 2,456$82.4K0.03%0Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 1,710 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares 1,689$82.3K0.03%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to 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: 600 shares 600$81.7K0.03%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,633 shares; 2025Q1: 2,328 shares; 2025Q2: 1,268 shares; 2025Q3: 1,138 shares; 2025Q4: 961 shares; 2026Q1: 825 shares 825$81.2K0.03%-136Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$80.7K0.03%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 542 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714$78.3K0.03%0Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 1,682 shares 1,682$78.2K0.03%+800Timeline
VANGUARD DEVELOPED MARKETS …VANGUARD DEVELOPED MARKETS INDEX…Quarterly shares; oldest to 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: 3,726 shares 3,726$76.5K0.03%new
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares 2,030$75.6K0.03%0Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015$75K0.03%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,324 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 749 shares 749$75K0.03%+235Timeline
ESPESPEY MFG & ELECTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333$73.9K0.02%0Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 4,100 shares 4,100$73.8K0.02%-1,000Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223$72.9K0.02%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,427 shares; 2025Q1: 2,354 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 549 shares 549$72.5K0.02%-180Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,014 shares 1,014$72.3K0.02%-118Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,213 shares; 2025Q1: 3,218 shares; 2025Q2: 2,823 shares; 2025Q3: 2,799 shares; 2025Q4: 2,436 shares; 2026Q1: 2,236 shares 2,236$70.8K0.02%-200Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 651 shares; 2025Q1: 675 shares; 2025Q2: 620 shares; 2025Q3: 604 shares; 2025Q4: 542 shares; 2026Q1: 459 shares 459$70.3K0.02%-83Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to 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: 627 shares; 2026Q1: 604 shares 604$69.7K0.02%-23Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$68.1K0.02%0Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 408 shares 408$67.6K0.02%+193Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$67.1K0.02%0Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 780 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 734 shares; 2026Q1: 539 shares 539$65.3K0.02%-195Timeline
PIOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$65.1K0.02%0Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 210 shares; 2026Q1: 201 shares 201$64.4K0.02%-9Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 670 shares; 2026Q1: 647 shares 647$62.9K0.02%-23Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 245 shares 245$62.5K0.02%-10Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473$62K0.02%0Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 818 shares 818$61.5K0.02%-264Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537$60.7K0.02%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,240 shares; 2025Q1: 1,200 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475$60.7K0.02%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 324 shares; 2026Q1: 291 shares 291$60.6K0.02%-33Timeline
ITAISHARES TRQuarterly shares; oldest to 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: 266 shares 266$58.2K0.02%newTimeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157$56.9K0.02%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 866 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837$55.3K0.02%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 307 shares; 2025Q1: 282 shares; 2025Q2: 382 shares; 2025Q3: 722 shares; 2025Q4: 615 shares; 2026Q1: 846 shares 846$55K0.02%+231Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$54.9K0.02%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 626 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares 1,092$54.6K0.02%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 797 shares; 2025Q3: 618 shares; 2025Q4: 1,326 shares; 2026Q1: 1,182 shares 1,182$54.2K0.02%-144Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 250 shares; 2025Q1: 352 shares; 2025Q2: 343 shares; 2025Q3: 340 shares; 2025Q4: 292 shares; 2026Q1: 299 shares 299$53.9K0.02%+7Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 135 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 185 shares 185$52.5K0.02%+15Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$51.8K0.02%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236$51.3K0.02%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 398 shares; 2026Q1: 368 shares 368$50.5K0.02%-30Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$50.2K0.02%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 409 shares 409$48.5K0.02%-200Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to 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: 100 shares 100$48.4K0.02%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 100 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 274 shares; 2026Q1: 324 shares 324$47.4K0.02%+50Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500$47.4K0.02%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 512 shares; 2026Q1: 1,630 shares 1,630$47K0.02%+1,118Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 757 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951$46.5K0.02%0Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460$45.7K0.02%0Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$45.2K0.02%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 928 shares; 2025Q4: 825 shares; 2026Q1: 617 shares 617$43.9K0.01%-208Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$43K0.01%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 670 shares; 2025Q3: 633 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$42.2K0.01%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 211 shares; 2025Q3: 210 shares; 2025Q4: 220 shares; 2026Q1: 215 shares 215$41.7K0.01%-5Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,742 shares; 2025Q3: 1,642 shares; 2025Q4: 1,416 shares; 2026Q1: 796 shares 796$41.4K0.01%-620Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to 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: 447 shares; 2026Q1: 447 shares 447$40.7K0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,843 shares; 2025Q1: 2,843 shares; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,213 shares 2,213$40.5K0.01%-630Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 1,099 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380$40.1K0.01%0Timeline
SCLSTEPAN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$40K0.01%0Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to 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: 564 shares 564$40K0.01%newTimeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 552 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549$39.7K0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160$39.1K0.01%0Timeline
DSTLETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 665 shares 665$38.5K0.01%-184Timeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260$38.5K0.01%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,648 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 842 shares; 2026Q1: 785 shares 785$36.9K0.01%-57Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,184 shares 3,184$36.7K0.01%-116Timeline
CNTACENTESSA PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925$36.7K0.01%0Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 140 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 174 shares 174$36.5K0.01%+3Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282$36.1K0.01%0Timeline
HUBGHUB GROUP INCQuarterly 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$36K0.01%0Timeline
LNCLINCOLN NATL CORP INDQuarterly 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$35.5K0.01%0Timeline
CTRACOTERRA ENERGY INCQuarterly 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$35.1K0.01%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79$35.1K0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 860 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080$35K0.01%0Timeline
IBMTISHARES TRQuarterly shares; oldest to 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: 1,354 shares; 2026Q1: 1,354 shares 1,354$34.7K0.01%0Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$34.7K0.01%0Timeline
IBMSISHARES TRQuarterly shares; oldest to 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: 1,335 shares 1,335$34.5K0.01%newTimeline
WATWATERS CORPQuarterly shares; oldest to 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: 115 shares 115$34.2K0.01%newTimeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to 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: 600 shares 600$34.1K0.01%newTimeline
CARGCARGURUS INCQuarterly 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$34K0.01%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 81 shares; 2026Q1: 69 shares 69$33.9K0.01%-12Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 536 shares 536$33.6K0.01%-41Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$33.6K0.01%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 59 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$33.2K0.01%0Timeline
NANNUVEEN NY DIVI ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900$32.3K0.01%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to 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: 470 shares; 2026Q1: 419 shares 419$31.9K0.01%-51Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675$31.4K0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 481 shares; 2025Q4: 146 shares; 2026Q1: 242 shares 242$30.6K0.01%+96Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$30.4K0.01%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 280 shares; 2026Q1: 274 shares 274$29.9K0.01%-6Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 513 shares 513$29.6K0.01%-1,000Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$29.5K0.01%0Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$29.5K0.01%0Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 465 shares; 2025Q1: 447 shares; 2025Q2: 431 shares; 2025Q3: 383 shares; 2025Q4: 359 shares; 2026Q1: 356 shares 356$28.3K0.01%-3Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$28.1K0.01%0Timeline
MLPINEOS ETF TRUSTQuarterly shares; oldest to 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$27.7K0.01%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$27.1K0.01%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$26.6K0.01%0Timeline
SHELTON FDS NASDAQ 100 …SHELTON FDS NASDAQ 100 INDEX…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 619 shares 619$26.4K0.01%-202
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,533 shares; 2026Q1: 1,867 shares 1,867$26.2K0.01%+334Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 231 shares 231$26.1K0.01%-73Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$26.1K0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 15 shares 15$25.9K0.01%-2Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275$25.8K0.01%0Timeline
AMCRAMCOR PLCQuarterly shares; oldest to 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: 638 shares 638$25.4K0.01%newTimeline
MDUMDU RES GROUP INCQuarterly 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: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$24.9K0.01%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$23.7K0.01%0Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960$23.5K0.01%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 27 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$23K0.01%0Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$22.3K0.01%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$22.2K0.01%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to 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: 80 shares; 2026Q1: 80 shares 80$21.6K0.01%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 89 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88$21.5K0.01%0Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 63 shares; 2026Q1: 61 shares 61$21.1K0.01%-2Timeline
SFDSMITHFIELD FOODS INCQuarterly shares; oldest to 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: 750 shares 750$21K0.01%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$20.7K0.01%0Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 850 shares 850$20.4K0.01%+281Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118$20.2K0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$19.9K0.01%0Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 300 shares 300$19.5K0.01%-75Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340$19.3K0.01%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$19.3K0.01%0Timeline
S&P MIDCAP 400 DEPOSITORY R…S&P MIDCAP 400 DEPOSITORY RECEIPT…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$19.1K0.01%0
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550$19.1K0.01%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207$18.8K0.01%0Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly 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$18.8K0.01%0Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 825 shares; 2026Q1: 1,729 shares 1,729$18.7K0.01%+904Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$18.6K0.01%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$18.2K0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$18.1K0.01%0Timeline
SIEGYSIEMENS AG-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 148 shares 148$18K0.01%-22Timeline
RHHBYROCHE HOLDINGS LTD-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354$17.6K0.01%0Timeline
EADSYAIRBUS SE - UNSP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368$17.4K0.01%0Timeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105$17K0.01%0Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$17K0.01%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82$16.9K0.01%0Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174$16.8K0.01%0Timeline
BAXBAXTER INTL INCQuarterly 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$16.8K0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915$16.8K0.01%0Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 145 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$16.7K0.01%0Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 882 shares; 2026Q1: 356 shares 356$16.5K0.01%-526Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$16K0.01%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to 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: 173 shares; 2026Q1: 173 shares 173$15.9K0.01%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165$15.5K0.01%0Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$15.4K0.01%0Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 221 shares 221$15.1K0.01%0Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 325 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 165 shares 165$14.9K0.01%-15Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 408 shares 408$14.8K<0.01%-131Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$14.7K<0.01%0Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$14.5K<0.01%0Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$14.5K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$14.2K<0.01%0Timeline
FLGTFULGENT GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860$13.7K<0.01%0Timeline
PCRXPACIRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$13.6K<0.01%0Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254$13.5K<0.01%0Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$13.5K<0.01%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9$13.3K<0.01%0Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to 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: 161 shares; 2026Q1: 161 shares 161$13K<0.01%0Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 197 shares; 2026Q1: 150 shares 150$12.7K<0.01%-47Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194$12.5K<0.01%0Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$12.5K<0.01%0Timeline
MITKMITEK SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$12.2K<0.01%0Timeline
ARK Venture DARK Venture DQuarterly shares; oldest to 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: 250 shares 250$12.1K<0.01%new
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$12K<0.01%0Timeline
FIDELITY LARGE CAP STOCKFIDELITY LARGE CAP STOCKQuarterly shares; oldest to 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: 187 shares 187$11.9K<0.01%new
HBMHUDBAY MINERALS INCQuarterly shares; oldest to 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: 568 shares; 2026Q1: 568 shares 568$11.9K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$11.8K<0.01%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93$11.7K<0.01%0Timeline
FIDELITY INTER MUNI INCOME …FIDELITY INTER MUNI INCOME FUNDQuarterly shares; oldest to 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: 1,138 shares 1,138$11.6K<0.01%new
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128$11.5K<0.01%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$11.5K<0.01%0Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to 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: 45 shares 45$11.4K<0.01%newTimeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112$11.3K<0.01%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235$11.1K<0.01%0Timeline
DHLGYDEUTSCHE POST AG SPONSORED ADRQuarterly shares; oldest to 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: 205 shares; 2026Q1: 410 shares 410$10.7K<0.01%+205Timeline
SMIDSMITH MIDLAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$10.7K<0.01%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$10.6K<0.01%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131$10.6K<0.01%0Timeline
SEI INSTITUTIONALLY MANAGED…SEI INSTITUTIONALLY MANAGED TAX-M…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares 262$10.4K<0.01%new
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$10.3K<0.01%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 12 shares 12$10.2K<0.01%-5Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 161 shares 161$10.1K<0.01%-53Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66$9.6K<0.01%0Timeline
IEFAISHARES TRQuarterly shares; oldest to 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: 105 shares 105$9.51K<0.01%newTimeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 198 shares; 2025Q4: 180 shares; 2026Q1: 52 shares 52$9.36K<0.01%-128Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$9.34K<0.01%0Timeline
WFCFWHERE FOOD COMES FROM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$9.32K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to 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: 50 shares 50$9.15K<0.01%newTimeline
VINPVINCI COMPASS INVESTMENTS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855$9.02K<0.01%0Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310$9.01K<0.01%0Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95$8.99K<0.01%0Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 854 shares; 2025Q3: 809 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621$8.86K<0.01%0Timeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$8.74K<0.01%0Timeline
ULUNILEVER PLCQuarterly shares; oldest to 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: 151 shares 151$8.6K<0.01%0Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615$8.56K<0.01%0Timeline
IGMISHARES TRQuarterly shares; oldest to 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: 72 shares; 2026Q1: 72 shares 72$8.53K<0.01%0Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165$8.24K<0.01%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$8.21K<0.01%0Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to 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: 345 shares; 2026Q1: 345 shares 345$8.19K<0.01%0Timeline
BAESYBAE SYSTEMS PLC -SPON ADRQuarterly shares; oldest to 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: 70 shares; 2026Q1: 70 shares 70$8.15K<0.01%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20$7.93K<0.01%0Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to 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: 600 shares 600$7.85K<0.01%newTimeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$7.72K<0.01%0Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669$7.69K<0.01%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 103 shares 103$7.67K<0.01%-14Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$7.52K<0.01%0Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 104 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 129 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$7.52K<0.01%0Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$7.46K<0.01%0Timeline
HESAYHERMES INTL S A UNSPONSORED ADQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares 37$7.02K<0.01%0Timeline
CSIQCANADIAN SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$6.92K<0.01%0Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370$6.86K<0.01%0Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 79 shares 79$6.86K<0.01%-11Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23$6.79K<0.01%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$6.75K<0.01%0Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280$6.75K<0.01%0Timeline
EFVISHARES TRQuarterly shares; oldest to 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: 49 shares; 2026Q1: 90 shares 90$6.69K<0.01%+41Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 1,346 shares; 2025Q1: 852 shares; 2025Q2: 771 shares; 2025Q3: 464 shares; 2025Q4: 139 shares; 2026Q1: 131 shares 131$6.59K<0.01%-8Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449$6.48K<0.01%0Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 44 shares 44$6.39K<0.01%-8Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$6.36K<0.01%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$6.35K<0.01%0Timeline
INVESCO MAIN STREET FUND - …INVESCO MAIN STREET FUND - CLASS…Quarterly shares; oldest to 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: 148 shares; 2026Q1: 109 shares 109$6.34K<0.01%-39
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.13K<0.01%0Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188$6.12K<0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14$6.11K<0.01%0Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$6.03K<0.01%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$5.94K<0.01%0Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to 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: 400 shares 400$5.94K<0.01%newTimeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 103 shares 103$5.74K<0.01%+8Timeline
BVSBIOVENTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625$5.71K<0.01%0Timeline
FRMIFERMI INCQuarterly shares; oldest to 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: 965 shares; 2026Q1: 965 shares 965$5.63K<0.01%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 155 shares 155$5.53K<0.01%-130Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$5.53K<0.01%0Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to 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: 83 shares; 2026Q1: 83 shares 83$5.51K<0.01%0Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135$5.51K<0.01%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$5.44K<0.01%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to 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: 71 shares 71$5.42K<0.01%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 725 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 100 shares 100$5.14K<0.01%-300Timeline
RMNIRIMINI STR INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565$5.12K<0.01%0Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15$5.08K<0.01%0Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97$5.02K<0.01%0Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$4.94K<0.01%0Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to 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: 157 shares; 2026Q1: 161 shares 161$4.91K<0.01%+4Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536$4.83K<0.01%0Timeline
CHATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares 78$4.82K<0.01%newTimeline
OKLOOKLO INCQuarterly shares; oldest to 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: 79 shares; 2026Q1: 94 shares 94$4.66K<0.01%+15Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to 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: 26 shares 26$4.51K<0.01%newTimeline
PUBMPUBMATIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549$4.49K<0.01%0Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$4.42K<0.01%0Timeline
HALMYHALMA PLC (UK)Quarterly shares; oldest to 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: 42 shares; 2026Q1: 42 shares 42$4.36K<0.01%0Timeline
ASPIASP ISOTOPES INCQuarterly shares; oldest to 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: 986 shares 986$4.36K<0.01%newTimeline
HDBHDFC BANK LTDQuarterly shares; oldest to 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: 172 shares; 2026Q1: 172 shares 172$4.28K<0.01%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$4.16K<0.01%0Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$4.11K<0.01%0Timeline
MTUMISHARES TRQuarterly shares; oldest to 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: 17 shares 17$4.08K<0.01%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20$4.08K<0.01%0Timeline
SRVRPACER FDS TRQuarterly shares; oldest to 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: 130 shares 130$4.06K<0.01%newTimeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$4.05K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51$3.95K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$3.9K<0.01%0Timeline
PGENPRECIGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$3.87K<0.01%0Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$3.85K<0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly 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: 134 shares; 2026Q1: 111 shares 111$3.82K<0.01%-23Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$3.76K<0.01%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to 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: 255 shares; 2026Q1: 255 shares 255$3.66K<0.01%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$3.6K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to 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: 167 shares 167$3.59K<0.01%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 11 shares 11$3.58K<0.01%-3Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to 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: 50 shares 50$3.52K<0.01%newTimeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$3.48K<0.01%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$3.38K<0.01%0Timeline
INFQINFLEQTION INCQuarterly shares; oldest to 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: 344 shares 344$3.37K<0.01%newTimeline
ROLROLLINS INCQuarterly shares; oldest to 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: 62 shares; 2026Q1: 62 shares 62$3.31K<0.01%0Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$3.31K<0.01%0Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28$3.15K<0.01%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$3.13K<0.01%0Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to 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: 70 shares 70$3.13K<0.01%newTimeline
NNENANO NUCLEAR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$3.07K<0.01%0Timeline
LANDGLADSTONE LD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$3.06K<0.01%0Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520$3.03K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 24 shares; 2026Q1: 17 shares 17$2.97K<0.01%-7Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$2.96K<0.01%0Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690$2.95K<0.01%0Timeline
VANGUARD DEVELOPED MARKETS …VANGUARD DEVELOPED MARKETS INDEX…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 138 shares; 2026Q1: 139 shares 139$2.85K<0.01%+1
ACCSACCESS NEWSWIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320$2.83K<0.01%0Timeline
CMPSCOMPASS PATHWAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505$2.79K<0.01%0Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$2.79K<0.01%0Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270$2.71K<0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$2.51K<0.01%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$2.5K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VEUVANGUARD INTL EQUITY INDEX F5,105$376Kshares
AZNASTRAZENECA PLC-SPONS ADR1,102$101Kshares
MACQUARIE TAX-FREE NEW YORK…MACQUARIE TAX-FREE NEW YORK FD CL…4,673$48.2Kshares
AINALBANY INTL CORP700$35.5Kshares
AMCOR PLCAMCOR PLC3,190$26.6Kshares
EXASEXACT SCIENCES CORP225$22.9Kshares
GSLCGOLDMAN SACHS ETF TR136$18Kshares
CDNSCADENCE DESIGN SYSTEM INC40$12.5Kshares
AIQUYAIR LIQUIDE ADR229$8.6Kshares
DIEMXDRIEHAUS EMERGING MARKETS GROWTH …167$7.91Kshares
CBRECBRE GROUP INC49$7.88Kshares
TRUTRANSUNION78$6.69Kshares
IMVPINVESCO INDIA EXCHANGE-TRADE255$6.2Kshares
WFGWEST FRASER TIMBER CO LTD91$5.56Kshares
BSYBENTLEY SYS INC127$4.85Kshares
PSMMYPersimmon Plc Unsponsored ADR132$4.79Kshares
TWODYTaylor Wimpey Plc Unsponsored296$4.26Kshares
PPLPPL CORP100$3.5Kshares
MAAMID-AMER APT CMNTYS INC25$3.47Kshares
ICEINTERCONTINENTAL EXCHANGE IN21$3.4Kshares
CANTOR FITZGERALD COMMODITY…CANTOR FITZGERALD COMMODITY RETUR…136$3.38Kshares
CWANCLEARWATER ANALYTICS HLDGS I140$3.38Kshares
LZAGYLonza Group Ag Zuerich Unspons46$3.09Kshares
HEI-AHEICO CORP NEW12$3.03Kshares
DBOEYDeutsche Boerse Ag Unsponsored108$2.84Kshares
RMOPTIDAL TRUST III96$2.4Kshares
ZTSZOETIS INC19$2.39Kshares
TREXTREX INC65$2.28Kshares
INVESCO EQV INTERNATIONAL E…INVESCO EQV INTERNATIONAL EQUITY Y71$1.49Kshares
AMERICAN SMALL-CAP WORLD FU…AMERICAN SMALL-CAP WORLD FUND CLA…15$1.13Kshares
IBRXIMMUNITYBIO INC150$297shares
NTLAINTELLIA THERAPEUTICS INC24$215shares
BP PRUDHOE BAY RTY TRBP PRUDHOE BAY RTY TR100$22shares
IRBTQIROBOT CORP30$3shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001054257-26-000002 base2026-04-03acceptance time not in the bulk data set