EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,928,758 shares; 2024Q4: 7,363,173 shares; 2025Q1: 5,797,378 shares; 2025Q2: 5,858,977 shares; 2025Q3: 6,000,422 shares; 2025Q4: 6,152,935 shares; 2026Q1: 6,222,715 shares 6,222,715 $604M 13.14% +69,780 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443,105 shares; 2024Q4: 2,426,013 shares; 2025Q1: 2,542,030 shares; 2025Q2: 2,645,927 shares; 2025Q3: 2,751,738 shares; 2025Q4: 2,752,284 shares; 2026Q1: 2,900,761 shares 2,900,761 $413M 8.98% +148,477 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,022 shares; 2024Q4: 453,840 shares; 2025Q1: 457,699 shares; 2025Q2: 538,539 shares; 2025Q3: 538,787 shares; 2025Q4: 536,109 shares; 2026Q1: 584,387 shares 584,387 $383M 8.32% +48,278 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583,672 shares; 2024Q4: 5,390,397 shares; 2025Q1: 5,336,965 shares; 2025Q2: 3,702,113 shares; 2025Q3: 3,116,050 shares; 2025Q4: 2,985,544 shares; 2026Q1: 2,823,459 shares 2,823,459 $167M 3.64% -162,085 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904,874 shares; 2026Q1: 3,127,633 shares 3,127,633 $165M 3.59% -2,777,241 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,576 shares; 2024Q4: 536,947 shares; 2025Q1: 531,912 shares; 2025Q2: 507,363 shares; 2025Q3: 491,506 shares; 2025Q4: 492,560 shares; 2026Q1: 500,692 shares 500,692 $161M 3.5% +8,132 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,462 shares; 2024Q4: 434,524 shares; 2025Q1: 469,814 shares; 2025Q2: 376,663 shares; 2025Q3: 367,483 shares; 2025Q4: 360,495 shares; 2026Q1: 360,601 shares 360,601 $155M 3.38% +106 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466,485 shares; 2024Q4: 3,809,331 shares; 2025Q1: 4,093,723 shares; 2025Q2: 4,173,401 shares; 2025Q3: 4,387,022 shares; 2025Q4: 4,423,773 shares; 2026Q1: 4,637,146 shares 4,637,146 $149M 3.24% +213,373 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277,133 shares; 2024Q4: 1,364,444 shares; 2025Q1: 1,548,242 shares; 2025Q2: 1,567,786 shares; 2025Q3: 1,525,062 shares; 2025Q4: 1,588,244 shares; 2026Q1: 1,566,989 shares 1,566,989 $138M 3% -21,255 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056,917 shares; 2024Q4: 1,025,513 shares; 2025Q1: 962,818 shares; 2025Q2: 957,674 shares; 2025Q3: 956,976 shares; 2025Q4: 964,894 shares; 2026Q1: 800,276 shares 800,276 $136M 2.95% -164,618 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463,951 shares; 2024Q4: 3,290,231 shares; 2025Q1: 3,019,391 shares; 2025Q2: 2,931,743 shares; 2025Q3: 2,862,383 shares; 2025Q4: 2,869,696 shares; 2026Q1: 2,806,260 shares 2,806,260 $123M 2.66% -63,436 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,443,025 shares; 2024Q4: 6,639,763 shares; 2025Q1: 6,249,246 shares; 2025Q2: 2,617,211 shares; 2025Q3: 1,827,328 shares; 2025Q4: 1,600,683 shares; 2026Q1: 1,621,396 shares 1,621,396 $109M 2.38% +20,713 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,934 shares; 2024Q4: 50,033 shares; 2025Q1: 24,730 shares; 2025Q2: 24,204 shares; 2025Q3: 128,515 shares; 2025Q4: 175,457 shares; 2026Q1: 149,979 shares 149,979 $101M 2.19% -25,478 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,366 shares; 2026Q1: 2,614,476 shares 2,614,476 $91.1M 1.98% +2,601,110 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,250 shares; 2024Q4: 267,246 shares; 2025Q1: 249,279 shares; 2025Q2: 252,633 shares; 2025Q3: 256,617 shares; 2025Q4: 250,320 shares; 2026Q1: 256,372 shares 256,372 $73.9M 1.61% +6,052 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,301 shares; 2024Q4: 297,800 shares; 2025Q1: 283,400 shares; 2025Q2: 292,230 shares; 2025Q3: 301,447 shares; 2025Q4: 289,981 shares; 2026Q1: 289,193 shares 289,193 $73.4M 1.6% -788 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400,000 shares; 2025Q3: 1,400,000 shares; 2025Q4: 1,360,000 shares; 2026Q1: 1,339,049 shares 1,339,049 $63.5M 1.38% -20,951 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692,259 shares; 2024Q4: 651,553 shares; 2025Q1: 579,377 shares; 2025Q2: 535,966 shares; 2025Q3: 535,357 shares; 2025Q4: 517,838 shares; 2026Q1: 505,346 shares 505,346 $52.3M 1.14% -12,492 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,368 shares; 2024Q4: 102,842 shares; 2025Q1: 93,969 shares; 2025Q2: 91,781 shares; 2025Q3: 84,463 shares; 2025Q4: 84,859 shares; 2026Q1: 83,705 shares 83,705 $50M 1.09% -1,154 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122,460 shares; 2024Q4: 902,846 shares; 2025Q1: 747,746 shares; 2025Q2: 711,546 shares; 2025Q3: 543,046 shares; 2025Q4: 520,685 shares; 2026Q1: 564,985 shares 564,985 $48.9M 1.06% +44,300 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,437 shares; 2024Q4: 186,949 shares; 2025Q1: 165,675 shares; 2025Q2: 170,442 shares; 2025Q3: 172,168 shares; 2025Q4: 171,097 shares; 2026Q1: 185,654 shares 185,654 $38.1M 0.83% +14,557 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,415 shares; 2024Q4: 96,122 shares; 2025Q1: 79,396 shares; 2025Q2: 84,019 shares; 2025Q3: 83,716 shares; 2025Q4: 81,118 shares; 2026Q1: 89,854 shares 89,854 $33.3M 0.72% +8,736 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,068 shares; 2024Q4: 511,097 shares; 2025Q1: 504,756 shares; 2025Q2: 513,209 shares; 2025Q3: 402,166 shares; 2025Q4: 386,509 shares; 2026Q1: 391,973 shares 391,973 $28.2M 0.61% +5,464 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,122 shares; 2024Q4: 235,728 shares; 2025Q1: 155,653 shares; 2025Q2: 256,534 shares; 2025Q3: 269,271 shares; 2025Q4: 280,180 shares; 2026Q1: 285,644 shares 285,644 $27.3M 0.59% +5,464 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,391 shares; 2026Q1: 106,824 shares 106,824 $27.3M 0.59% +93,433 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,393 shares; 2024Q4: 302,592 shares; 2025Q1: 303,193 shares; 2025Q2: 303,398 shares; 2025Q3: 304,746 shares; 2025Q4: 304,790 shares; 2026Q1: 304,688 shares 304,688 $26.6M 0.58% -102 Timeline PABD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,424 shares; 2025Q3: 287,800 shares; 2025Q4: 303,714 shares; 2026Q1: 400,635 shares 400,635 $25.2M 0.55% +96,921 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,516 shares; 2024Q4: 205,324 shares; 2025Q1: 203,820 shares; 2025Q2: 206,891 shares; 2025Q3: 207,093 shares; 2025Q4: 199,652 shares; 2026Q1: 182,345 shares 182,345 $24.1M 0.52% -17,307 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 12,397 shares; 2025Q1: 12,045 shares; 2025Q2: 15,891 shares; 2025Q3: 29,770 shares; 2025Q4: 27,413 shares; 2026Q1: 27,500 shares 27,500 $23.3M 0.51% +87 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,650 shares; 2024Q4: 241,239 shares; 2025Q1: 258,511 shares; 2025Q2: 302,650 shares; 2025Q3: 318,300 shares; 2025Q4: 306,134 shares; 2026Q1: 348,572 shares 348,572 $23.1M 0.5% +42,438 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,828 shares; 2024Q4: 92,757 shares; 2025Q1: 84,362 shares; 2025Q2: 89,538 shares; 2025Q3: 89,247 shares; 2025Q4: 84,096 shares; 2026Q1: 78,744 shares 78,744 $22.6M 0.49% -5,352 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,060 shares; 2024Q4: 94,060 shares; 2025Q1: 94,095 shares; 2025Q2: 94,095 shares; 2025Q3: 238,238 shares; 2025Q4: 243,938 shares; 2026Q1: 265,864 shares 265,864 $21.9M 0.48% +21,926 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,313 shares; 2024Q4: 95,567 shares; 2025Q1: 84,349 shares; 2025Q2: 91,070 shares; 2025Q3: 94,446 shares; 2025Q4: 89,931 shares; 2026Q1: 96,971 shares 96,971 $20.2M 0.44% +7,040 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,311 shares; 2024Q4: 213,541 shares; 2025Q1: 212,573 shares; 2025Q2: 191,231 shares; 2025Q3: 191,713 shares; 2025Q4: 190,627 shares; 2026Q1: 195,669 shares 195,669 $18.9M 0.41% +5,042 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,935 shares; 2024Q4: 135,681 shares; 2025Q1: 135,220 shares; 2025Q2: 135,295 shares; 2025Q3: 134,655 shares; 2025Q4: 134,630 shares; 2026Q1: 158,650 shares 158,650 $18.3M 0.4% +24,020 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,430 shares; 2024Q4: 109,970 shares; 2025Q1: 109,970 shares; 2025Q2: 104,870 shares; 2025Q3: 104,450 shares; 2025Q4: 104,450 shares; 2026Q1: 113,150 shares 113,150 $17.9M 0.39% +8,700 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,445 shares; 2024Q4: 117,414 shares; 2025Q1: 79,386 shares; 2025Q2: 99,179 shares; 2025Q3: 106,440 shares; 2025Q4: 103,624 shares; 2026Q1: 100,670 shares 100,670 $17.6M 0.38% -2,954 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,273 shares; 2024Q4: 121,230 shares; 2025Q1: 122,379 shares; 2025Q2: 119,203 shares; 2025Q3: 117,376 shares; 2025Q4: 118,408 shares; 2026Q1: 123,498 shares 123,498 $17.5M 0.38% +5,090 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,286 shares; 2024Q4: 136,488 shares; 2025Q1: 134,990 shares; 2025Q2: 132,177 shares; 2025Q3: 133,645 shares; 2025Q4: 134,100 shares; 2026Q1: 132,439 shares 132,439 $16.5M 0.36% -1,661 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,378 shares; 2024Q4: 147,745 shares; 2025Q1: 284,877 shares; 2025Q2: 426,318 shares; 2025Q3: 341,764 shares; 2025Q4: 395,755 shares; 2026Q1: 407,581 shares 407,581 $16M 0.35% +11,826 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,769 shares; 2024Q4: 46,007 shares; 2025Q1: 41,215 shares; 2025Q2: 40,094 shares; 2025Q3: 39,916 shares; 2025Q4: 39,912 shares; 2026Q1: 40,027 shares 40,027 $14.8M 0.32% +115 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 26,499 shares; 2025Q1: 28,038 shares; 2025Q2: 25,735 shares; 2025Q3: 23,321 shares; 2025Q4: 23,367 shares; 2026Q1: 25,209 shares 25,209 $14.6M 0.32% +1,842 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,210 shares; 2025Q1: 372,210 shares; 2025Q2: 372,210 shares; 2025Q3: 807,557 shares; 2025Q4: 807,557 shares; 2026Q1: 807,557 shares 807,557 $13.8M 0.3% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,053 shares; 2024Q4: 107,764 shares; 2025Q1: 91,994 shares; 2025Q2: 94,274 shares; 2025Q3: 89,816 shares; 2025Q4: 53,545 shares; 2026Q1: 54,646 shares 54,646 $13.4M 0.29% +1,101 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,614 shares; 2024Q4: 48,691 shares; 2025Q1: 32,263 shares; 2025Q2: 40,109 shares; 2025Q3: 52,220 shares; 2025Q4: 35,924 shares; 2026Q1: 35,728 shares 35,728 $13.3M 0.29% -196 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,792 shares; 2024Q4: 264,705 shares; 2025Q1: 266,475 shares; 2025Q2: 268,678 shares; 2025Q3: 270,085 shares; 2025Q4: 269,184 shares; 2026Q1: 262,649 shares 262,649 $13.2M 0.29% -6,535 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,196 shares; 2024Q4: 34,372 shares; 2025Q1: 31,588 shares; 2025Q2: 36,339 shares; 2025Q3: 37,376 shares; 2025Q4: 37,170 shares; 2026Q1: 42,957 shares 42,957 $12.6M 0.27% +5,787 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,448 shares; 2024Q4: 31,772 shares; 2025Q1: 31,282 shares; 2025Q2: 44,149 shares; 2025Q3: 43,421 shares; 2025Q4: 31,188 shares; 2026Q1: 26,278 shares 26,278 $12.6M 0.27% -4,910 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,883 shares; 2024Q4: 82,411 shares; 2025Q1: 81,337 shares; 2025Q2: 80,801 shares; 2025Q3: 78,033 shares; 2025Q4: 89,231 shares; 2026Q1: 90,534 shares 90,534 $12.5M 0.27% +1,303 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,504 shares; 2024Q4: 162,406 shares; 2025Q1: 112,251 shares; 2025Q2: 106,851 shares; 2025Q3: 95,401 shares; 2025Q4: 64,641 shares; 2026Q1: 79,441 shares 79,441 $12M 0.26% +14,800 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,169 shares; 2024Q4: 55,637 shares; 2025Q1: 40,212 shares; 2025Q2: 38,666 shares; 2025Q3: 40,139 shares; 2025Q4: 40,123 shares; 2026Q1: 40,128 shares 40,128 $11.9M 0.26% +5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,700 shares; 2024Q4: 126,305 shares; 2025Q1: 139,441 shares; 2025Q2: 186,769 shares; 2025Q3: 140,212 shares; 2025Q4: 109,490 shares; 2026Q1: 108,508 shares 108,508 $11.5M 0.25% -982 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,954 shares; 2024Q4: 260,231 shares; 2025Q1: 257,549 shares; 2025Q2: 154,481 shares; 2025Q3: 109,075 shares; 2025Q4: 113,709 shares; 2026Q1: 112,998 shares 112,998 $11.4M 0.25% -711 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 21,267 shares; 2025Q1: 21,365 shares; 2025Q2: 70,044 shares; 2025Q3: 68,551 shares; 2025Q4: 71,675 shares; 2026Q1: 72,334 shares 72,334 $11.3M 0.25% +659 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,513 shares; 2024Q4: 22,491 shares; 2025Q1: 22,492 shares; 2025Q2: 24,610 shares; 2025Q3: 29,777 shares; 2025Q4: 26,929 shares; 2026Q1: 25,953 shares 25,953 $11.1M 0.24% -976 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,934 shares; 2024Q4: 243,507 shares; 2025Q1: 250,694 shares; 2025Q2: 235,074 shares; 2025Q3: 231,176 shares; 2025Q4: 240,641 shares; 2026Q1: 228,493 shares 228,493 $10.6M 0.23% -12,148 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 48,000 shares; 2025Q1: 42,200 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares; 2025Q4: 42,200 shares; 2026Q1: 42,200 shares 42,200 $10.3M 0.22% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,881 shares; 2024Q4: 108,717 shares; 2025Q1: 106,518 shares; 2025Q2: 86,843 shares; 2025Q3: 88,066 shares; 2025Q4: 86,807 shares; 2026Q1: 67,622 shares 67,622 $9.95M 0.22% -19,185 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,643 shares; 2024Q4: 104,258 shares; 2025Q1: 94,574 shares; 2025Q2: 90,005 shares; 2025Q3: 75,170 shares; 2025Q4: 148,888 shares; 2026Q1: 152,606 shares 152,606 $9.34M 0.2% +3,718 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,997 shares; 2024Q4: 334,418 shares; 2025Q1: 331,864 shares; 2025Q2: 332,250 shares; 2025Q3: 333,046 shares; 2025Q4: 330,599 shares; 2026Q1: 331,660 shares 331,660 $9.24M 0.2% +1,061 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 9,730 shares; 2025Q1: 9,323 shares; 2025Q2: 11,783 shares; 2025Q3: 14,730 shares; 2025Q4: 17,045 shares; 2026Q1: 16,041 shares 16,041 $9.18M 0.2% -1,004 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,958 shares; 2024Q4: 134,645 shares; 2025Q1: 202,853 shares; 2025Q2: 182,406 shares; 2025Q3: 168,708 shares; 2025Q4: 165,095 shares; 2026Q1: 165,095 shares 165,095 $8.31M 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,813 shares; 2024Q4: 15,980 shares; 2025Q1: 12,942 shares; 2025Q2: 10,677 shares; 2025Q3: 19,759 shares; 2025Q4: 14,092 shares; 2026Q1: 29,008 shares 29,008 $8.22M 0.18% +14,916 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,189 shares; 2024Q4: 43,780 shares; 2025Q1: 42,882 shares; 2025Q2: 41,281 shares; 2025Q3: 22,866 shares; 2025Q4: 22,757 shares; 2026Q1: 22,671 shares 22,671 $8.08M 0.18% -86 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 11 shares 11 $7.94M 0.17% +2 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,570 shares; 2024Q4: 23,964 shares; 2025Q1: 23,094 shares; 2025Q2: 24,944 shares; 2025Q3: 25,716 shares; 2025Q4: 23,000 shares; 2026Q1: 24,796 shares 24,796 $7.67M 0.17% +1,796 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,565 shares; 2024Q4: 20,525 shares; 2025Q1: 20,513 shares; 2025Q2: 20,704 shares; 2025Q3: 20,951 shares; 2025Q4: 30,992 shares; 2026Q1: 21,159 shares 21,159 $7.44M 0.16% -9,833 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,602 shares; 2024Q4: 67,522 shares; 2025Q1: 67,403 shares; 2025Q2: 66,543 shares; 2025Q3: 65,043 shares; 2025Q4: 64,942 shares; 2026Q1: 65,577 shares 65,577 $7.42M 0.16% +635 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,254 shares; 2024Q4: 26,050 shares; 2025Q1: 21,901 shares; 2025Q2: 23,309 shares; 2025Q3: 23,388 shares; 2025Q4: 23,122 shares; 2026Q1: 24,441 shares 24,441 $7.39M 0.16% +1,319 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 62,826 shares; 2025Q1: 42,232 shares; 2025Q2: 44,629 shares; 2025Q3: 47,653 shares; 2025Q4: 42,629 shares; 2026Q1: 42,629 shares 42,629 $7.31M 0.16% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 27,167 shares; 2025Q1: 25,933 shares; 2025Q2: 25,949 shares; 2025Q3: 37,157 shares; 2025Q4: 35,222 shares; 2026Q1: 33,924 shares 33,924 $7.25M 0.16% -1,298 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 10,444 shares; 2025Q1: 8,873 shares; 2025Q2: 8,553 shares; 2025Q3: 8,310 shares; 2025Q4: 43,924 shares; 2026Q1: 43,895 shares 43,895 $7.21M 0.16% -29 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,995 shares; 2024Q4: 42,013 shares; 2025Q1: 102,151 shares; 2025Q2: 91,928 shares; 2025Q3: 93,675 shares; 2025Q4: 84,145 shares; 2026Q1: 95,328 shares 95,328 $7.16M 0.16% +11,183 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,296 shares; 2024Q4: 22,920 shares; 2025Q1: 21,852 shares; 2025Q2: 22,971 shares; 2025Q3: 22,636 shares; 2025Q4: 22,818 shares; 2026Q1: 22,945 shares 22,945 $7.13M 0.16% +127 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,286 shares; 2024Q4: 654,175 shares; 2025Q1: 656,575 shares; 2025Q2: 656,604 shares; 2025Q3: 656,772 shares; 2025Q4: 611,671 shares; 2026Q1: 561,671 shares 561,671 $7.08M 0.15% -50,000 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,657 shares; 2025Q2: 2,727 shares; 2025Q3: 2,951 shares; 2025Q4: 4,196 shares; 2026Q1: 79,973 shares 79,973 $7.08M 0.15% +75,777 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 421,786 shares; 2025Q3: 407,186 shares; 2025Q4: 407,186 shares; 2026Q1: 178,250 shares 178,250 $6.94M 0.15% -228,936 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,015 shares; 2024Q4: 162,347 shares; 2025Q1: 103,865 shares; 2025Q2: 99,141 shares; 2025Q3: 94,535 shares; 2025Q4: 108,223 shares; 2026Q1: 103,092 shares 103,092 $6.93M 0.15% -5,131 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 35,996 shares; 2025Q1: 36,586 shares; 2025Q2: 37,582 shares; 2025Q3: 37,095 shares; 2025Q4: 39,723 shares; 2026Q1: 39,717 shares 39,717 $6.82M 0.15% -6 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,979 shares; 2024Q4: 47,847 shares; 2025Q1: 56,081 shares; 2025Q2: 63,250 shares; 2025Q3: 63,253 shares; 2025Q4: 66,648 shares; 2026Q1: 66,452 shares 66,452 $6.6M 0.14% -196 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,750 shares; 2024Q4: 1,248,100 shares; 2025Q1: 1,153,300 shares; 2025Q2: 1,594,051 shares; 2025Q3: 1,098,401 shares; 2025Q4: 1,037,400 shares; 2026Q1: 176,300 shares 176,300 $6.51M 0.14% -861,100 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,504 shares; 2026Q1: 86,538 shares 86,538 $6.44M 0.14% -13,966 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,861 shares; 2024Q4: 82,886 shares; 2025Q1: 77,805 shares; 2025Q2: 80,310 shares; 2025Q3: 81,679 shares; 2025Q4: 82,353 shares; 2026Q1: 82,052 shares 82,052 $6.28M 0.14% -301 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 9,155 shares; 2025Q1: 8,749 shares; 2025Q2: 8,761 shares; 2025Q3: 9,711 shares; 2025Q4: 8,697 shares; 2026Q1: 8,792 shares 8,792 $6.23M 0.14% +95 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,042 shares; 2024Q4: 158,286 shares; 2025Q1: 144,893 shares; 2025Q2: 92,851 shares; 2025Q3: 97,437 shares; 2025Q4: 94,839 shares; 2026Q1: 93,727 shares 93,727 $6.19M 0.13% -1,112 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,451 shares; 2024Q4: 37,902 shares; 2025Q1: 26,566 shares; 2025Q2: 30,770 shares; 2025Q3: 33,268 shares; 2025Q4: 237,477 shares; 2026Q1: 214,995 shares 214,995 $6.09M 0.13% -22,482 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,539 shares; 2024Q4: 43,539 shares; 2025Q1: 43,539 shares; 2025Q2: 89,013 shares; 2025Q3: 87,105 shares; 2025Q4: 86,675 shares; 2026Q1: 86,675 shares 86,675 $6.09M 0.13% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,875 shares; 2024Q4: 144,175 shares; 2025Q1: 177,877 shares; 2025Q2: 76,776 shares; 2025Q3: 84,554 shares; 2025Q4: 84,947 shares; 2026Q1: 94,166 shares 94,166 $6.05M 0.13% +9,219 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 52,617 shares; 2025Q1: 53,312 shares; 2025Q2: 127,626 shares; 2025Q3: 125,634 shares; 2025Q4: 59,099 shares; 2026Q1: 57,933 shares 57,933 $5.44M 0.12% -1,166 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,027 shares; 2024Q4: 38,544 shares; 2025Q1: 35,457 shares; 2025Q2: 36,564 shares; 2025Q3: 37,396 shares; 2025Q4: 36,849 shares; 2026Q1: 37,452 shares 37,452 $5.41M 0.12% +603 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 16,576 shares; 2025Q1: 14,277 shares; 2025Q2: 14,767 shares; 2025Q3: 15,211 shares; 2025Q4: 15,960 shares; 2026Q1: 16,299 shares 16,299 $5.36M 0.12% +339 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,924 shares; 2025Q1: 21,413 shares; 2025Q2: 21,633 shares; 2025Q3: 21,911 shares; 2025Q4: 21,747 shares; 2026Q1: 21,621 shares 21,621 $5.26M 0.11% -126 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,105 shares; 2024Q4: 76,535 shares; 2025Q1: 80,700 shares; 2025Q2: 110,057 shares; 2025Q3: 109,772 shares; 2025Q4: 22,642 shares; 2026Q1: 27,242 shares 27,242 $5.25M 0.11% +4,600 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,287 shares; 2025Q3: 42,401 shares; 2025Q4: 214,179 shares; 2026Q1: 76,606 shares 76,606 $5.22M 0.11% -137,573 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,017 shares; 2025Q2: 31,017 shares; 2025Q3: 31,017 shares; 2025Q4: 31,019 shares; 2026Q1: 31,019 shares 31,019 $5.03M 0.11% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,651 shares; 2025Q3: 179,651 shares; 2025Q4: 179,651 shares; 2026Q1: 179,651 shares 179,651 $4.78M 0.1% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 15,347 shares; 2025Q1: 13,953 shares; 2025Q2: 13,532 shares; 2025Q3: 13,739 shares; 2025Q4: 13,974 shares; 2026Q1: 13,590 shares 13,590 $4.65M 0.1% -384 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,484 shares; 2024Q4: 27,554 shares; 2025Q1: 23,212 shares; 2025Q2: 17,489 shares; 2025Q3: 17,075 shares; 2025Q4: 16,676 shares; 2026Q1: 18,484 shares 18,484 $4.6M 0.1% +1,808 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,275 shares; 2024Q4: 41,676 shares; 2025Q1: 41,552 shares; 2025Q2: 39,152 shares; 2025Q3: 16,875 shares; 2025Q4: 15,527 shares; 2026Q1: 31,329 shares 31,329 $4.6M 0.1% +15,802 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 2,598 shares; 2025Q1: 2,233 shares; 2025Q2: 37,605 shares; 2025Q3: 49,799 shares; 2025Q4: 49,799 shares; 2026Q1: 49,033 shares 49,033 $4.53M 0.1% -766 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,712 shares; 2024Q4: 19,618 shares; 2025Q1: 18,984 shares; 2025Q2: 18,304 shares; 2025Q3: 18,857 shares; 2025Q4: 23,200 shares; 2026Q1: 20,229 shares 20,229 $4.51M 0.1% -2,971 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 11,372 shares; 2025Q1: 11,775 shares; 2025Q2: 27,647 shares; 2025Q3: 65,285 shares; 2025Q4: 61,566 shares; 2026Q1: 78,903 shares 78,903 $4.48M 0.1% +17,337 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,570 shares; 2025Q2: 21,568 shares; 2025Q3: 40,009 shares; 2025Q4: 40,765 shares; 2026Q1: 40,749 shares 40,749 $4.41M 0.1% -16 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 14,394 shares; 2025Q1: 13,793 shares; 2025Q2: 16,372 shares; 2025Q3: 15,166 shares; 2025Q4: 15,229 shares; 2026Q1: 17,866 shares 17,866 $4.34M 0.09% +2,637 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 10,852 shares; 2025Q1: 10,854 shares; 2025Q2: 13,097 shares; 2025Q3: 16,939 shares; 2025Q4: 12,771 shares; 2026Q1: 12,771 shares 12,771 $4.33M 0.09% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 43,947 shares; 2025Q1: 72,214 shares; 2025Q2: 74,009 shares; 2025Q3: 72,334 shares; 2025Q4: 70,679 shares; 2026Q1: 70,679 shares 70,679 $4.21M 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,559 shares; 2024Q4: 21,371 shares; 2025Q1: 14,515 shares; 2025Q2: 11,334 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares 9,285 $4.06M 0.09% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,372 shares; 2024Q4: 23,579 shares; 2025Q1: 22,217 shares; 2025Q2: 22,463 shares; 2025Q3: 24,563 shares; 2025Q4: 26,519 shares; 2026Q1: 26,451 shares 26,451 $3.99M 0.09% -68 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,535 shares; 2024Q4: 61,945 shares; 2025Q1: 44,010 shares; 2025Q2: 48,104 shares; 2025Q3: 47,014 shares; 2025Q4: 18,904 shares; 2026Q1: 18,248 shares 18,248 $3.97M 0.09% -656 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,843 shares; 2025Q2: 32,787 shares; 2025Q3: 33,092 shares; 2025Q4: 35,659 shares; 2026Q1: 51,411 shares 51,411 $3.93M 0.09% +15,752 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 16,417 shares; 2025Q1: 16,650 shares; 2025Q2: 16,987 shares; 2025Q3: 17,017 shares; 2025Q4: 17,162 shares; 2026Q1: 17,166 shares 17,166 $3.88M 0.08% +4 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,527 shares; 2025Q1: 6,104 shares; 2025Q2: 7,003 shares; 2025Q3: 7,016 shares; 2025Q4: 7,006 shares; 2026Q1: 7,850 shares 7,850 $3.86M 0.08% +844 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,473 shares; 2025Q1: 1,327 shares; 2025Q2: 1,712 shares; 2025Q3: 3,029 shares; 2025Q4: 3,159 shares; 2026Q1: 4,100 shares 4,100 $3.77M 0.08% +941 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,800 shares; 2025Q4: 409,847 shares; 2026Q1: 259,934 shares 259,934 $3.75M 0.08% -149,913 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,529 shares; 2025Q3: 50,529 shares; 2025Q4: 50,529 shares; 2026Q1: 50,529 shares 50,529 $3.74M 0.08% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,298 shares; 2024Q4: 141,589 shares; 2025Q1: 131,931 shares; 2025Q2: 84,127 shares; 2025Q3: 86,977 shares; 2025Q4: 94,210 shares; 2026Q1: 94,209 shares 94,209 $3.67M 0.08% -1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: not reported; 2025Q3: 8,683 shares; 2025Q4: 10,733 shares; 2026Q1: 10,825 shares 10,825 $3.66M 0.08% +92 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 9,870 shares; 2025Q1: 9,543 shares; 2025Q2: 9,970 shares; 2025Q3: 10,106 shares; 2025Q4: 9,935 shares; 2026Q1: 7,310 shares 7,310 $3.65M 0.08% -2,625 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: 18,472 shares; 2025Q1: 16,466 shares; 2025Q2: 17,862 shares; 2025Q3: 18,794 shares; 2025Q4: 19,037 shares; 2026Q1: 18,832 shares 18,832 $3.52M 0.08% -205 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,040 shares; 2024Q4: 48,107 shares; 2025Q1: 45,884 shares; 2025Q2: 61,831 shares; 2025Q3: 67,531 shares; 2025Q4: 62,304 shares; 2026Q1: 62,304 shares 62,304 $3.37M 0.07% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,314 shares; 2024Q4: 18,314 shares; 2025Q1: 18,314 shares; 2025Q2: 41,360 shares; 2025Q3: 38,832 shares; 2025Q4: 38,832 shares; 2026Q1: 38,985 shares 38,985 $3.29M 0.07% +153 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,830 shares; 2024Q4: 64,793 shares; 2025Q1: 46,835 shares; 2025Q2: 44,877 shares; 2025Q3: 44,894 shares; 2025Q4: 4,868 shares; 2026Q1: 12,883 shares 12,883 $3.18M 0.07% +8,015 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,900 shares; 2024Q4: 54,900 shares; 2025Q1: 109,800 shares; 2025Q2: 322,097 shares; 2025Q3: 305,097 shares; 2025Q4: 92,800 shares; 2026Q1: 92,800 shares 92,800 $3.14M 0.07% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,237 shares; 2024Q4: 38,237 shares; 2025Q1: 69,174 shares; 2025Q2: 51,160 shares; 2025Q3: 51,160 shares; 2025Q4: 51,160 shares; 2026Q1: 59,360 shares 59,360 $3.12M 0.07% +8,200 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,958 shares; 2024Q4: 55,180 shares; 2025Q1: 55,551 shares; 2025Q2: 55,290 shares; 2025Q3: 55,732 shares; 2025Q4: 56,120 shares; 2026Q1: 56,326 shares 56,326 $3.11M 0.07% +206 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,851 shares 40,851 $3.06M 0.07% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 991 shares; 2025Q3: 1,688 shares; 2025Q4: 2,167 shares; 2026Q1: 7,951 shares 7,951 $3.05M 0.07% +5,784 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,350 shares; 2024Q4: 16,695 shares; 2025Q1: 13,705 shares; 2025Q2: 16,710 shares; 2025Q3: 15,923 shares; 2025Q4: 16,028 shares; 2026Q1: 15,469 shares 15,469 $2.98M 0.06% -559 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,961 shares; 2024Q4: 60,438 shares; 2025Q1: 62,548 shares; 2025Q2: 61,402 shares; 2025Q3: 61,135 shares; 2025Q4: 64,723 shares; 2026Q1: 64,723 shares 64,723 $2.94M 0.06% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,760 shares; 2025Q3: 29,744 shares; 2025Q4: 32,429 shares; 2026Q1: 30,255 shares 30,255 $2.9M 0.06% -2,174 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,690 shares; 2024Q4: 21,971 shares; 2025Q1: 21,298 shares; 2025Q2: 21,237 shares; 2025Q3: 22,779 shares; 2025Q4: 21,691 shares; 2026Q1: 23,514 shares 23,514 $2.85M 0.06% +1,823 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,151 shares; 2024Q4: 19,921 shares; 2025Q1: 19,250 shares; 2025Q2: 19,147 shares; 2025Q3: 18,497 shares; 2025Q4: 18,492 shares; 2026Q1: 35,825 shares 35,825 $2.82M 0.06% +17,333 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835,402 shares; 2024Q4: 817,427 shares; 2025Q1: 773,167 shares; 2025Q2: 773,167 shares; 2025Q3: 773,170 shares; 2025Q4: 773,174 shares; 2026Q1: 773,167 shares 773,167 $2.81M 0.06% -7 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,297 shares; 2024Q4: 30,297 shares; 2025Q1: 33,431 shares; 2025Q2: 22,259 shares; 2025Q3: 20,412 shares; 2025Q4: 25,388 shares; 2026Q1: 14,557 shares 14,557 $2.79M 0.06% -10,831 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,309 shares; 2025Q1: 39,309 shares; 2025Q2: 39,309 shares; 2025Q3: 33,409 shares; 2025Q4: 24,609 shares; 2026Q1: 44,609 shares 44,609 $2.78M 0.06% +20,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 3,578 shares; 2025Q1: 2,063 shares; 2025Q2: 2,357 shares; 2025Q3: 3,661 shares; 2025Q4: 2,625 shares; 2026Q1: 2,743 shares 2,743 $2.73M 0.06% +118 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,749 shares; 2024Q4: 51,454 shares; 2025Q1: 53,400 shares; 2025Q2: 53,292 shares; 2025Q3: 55,398 shares; 2025Q4: 54,442 shares; 2026Q1: 55,758 shares 55,758 $2.72M 0.06% +1,316 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,373 shares; 2024Q4: 264,970 shares; 2025Q1: 247,577 shares; 2025Q2: 157,208 shares; 2025Q3: 153,430 shares; 2025Q4: 81,746 shares; 2026Q1: 64,044 shares 64,044 $2.63M 0.06% -17,702 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 13,739 shares; 2025Q1: 12,835 shares; 2025Q2: 13,192 shares; 2025Q3: 13,494 shares; 2025Q4: 15,188 shares; 2026Q1: 15,643 shares 15,643 $2.57M 0.06% +455 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,577 shares; 2026Q1: 153,371 shares 153,371 $2.57M 0.06% +16,794 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,049 shares; 2025Q1: 16,005 shares; 2025Q2: 16,034 shares; 2025Q3: 16,075 shares; 2025Q4: 16,160 shares; 2026Q1: 16,274 shares 16,274 $2.56M 0.06% +114 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 12,529 shares; 2025Q1: 11,958 shares; 2025Q2: 12,073 shares; 2025Q3: 12,324 shares; 2025Q4: 10,708 shares; 2026Q1: 10,817 shares 10,817 $2.56M 0.06% +109 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,600 shares 72,600 $2.55M 0.06% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,403 shares; 2024Q4: 534,474 shares; 2025Q1: 534,474 shares; 2025Q2: 748,666 shares; 2025Q3: 748,666 shares; 2025Q4: 748,666 shares; 2026Q1: 748,666 shares 748,666 $2.54M 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,453 shares; 2024Q4: 11,453 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 11,453 shares; 2025Q4: 11,453 shares; 2026Q1: 11,816 shares 11,816 $2.5M 0.05% +363 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,568 shares 86,568 $2.37M 0.05% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,086 shares; 2025Q1: 4,084 shares; 2025Q2: 4,287 shares; 2025Q3: 4,325 shares; 2025Q4: 4,308 shares; 2026Q1: 4,330 shares 4,330 $2.33M 0.05% +22 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,300 shares; 2025Q1: 3,275 shares; 2025Q2: 4,442 shares; 2025Q3: 4,452 shares; 2025Q4: 4,477 shares; 2026Q1: 4,217 shares 4,217 $2.32M 0.05% -260 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 20,091 shares; 2025Q1: 20,090 shares; 2025Q2: 20,107 shares; 2025Q3: 20,303 shares; 2025Q4: 20,238 shares; 2026Q1: 20,233 shares 20,233 $2.29M 0.05% -5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 1,424 shares; 2025Q1: 1,059 shares; 2025Q2: 1,731 shares; 2025Q3: 2,131 shares; 2025Q4: 3,307 shares; 2026Q1: 1,665 shares 1,665 $2.2M 0.05% -1,642 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,151 shares; 2024Q4: 47,067 shares; 2025Q1: 42,662 shares; 2025Q2: 43,857 shares; 2025Q3: 50,160 shares; 2025Q4: 48,641 shares; 2026Q1: 49,399 shares 49,399 $2.18M 0.05% +758 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,843 shares; 2024Q4: 35,329 shares; 2025Q1: 22,322 shares; 2025Q2: 12,615 shares; 2025Q3: 10,620 shares; 2025Q4: 10,974 shares; 2026Q1: 10,975 shares 10,975 $2.15M 0.05% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 15,292 shares; 2025Q1: 14,350 shares; 2025Q2: 14,949 shares; 2025Q3: 14,635 shares; 2025Q4: 14,911 shares; 2026Q1: 14,536 shares 14,536 $2.11M 0.05% -375 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 13,020 shares; 2025Q1: 14,875 shares; 2025Q2: 14,851 shares; 2025Q3: 15,012 shares; 2025Q4: 15,012 shares; 2026Q1: 15,259 shares 15,259 $2.11M 0.05% +247 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,955 shares; 2025Q4: 106,955 shares; 2026Q1: 106,955 shares 106,955 $2.1M 0.05% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 13,827 shares; 2025Q1: 15,427 shares; 2025Q2: 11,892 shares; 2025Q3: 10,798 shares; 2025Q4: 25,736 shares; 2026Q1: 32,465 shares 32,465 $2.04M 0.04% +6,729 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,178 shares; 2025Q1: 3,004 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares 3,247 $2.01M 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,600 shares; 2025Q1: 1,422 shares; 2025Q2: 1,734 shares; 2025Q3: 1,602 shares; 2025Q4: 25,583 shares; 2026Q1: 20,846 shares 20,846 $2M 0.04% -4,737 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,672 shares; 2024Q4: 20,483 shares; 2025Q1: 17,434 shares; 2025Q2: 22,822 shares; 2025Q3: 24,367 shares; 2025Q4: 24,636 shares; 2026Q1: 24,931 shares 24,931 $1.93M 0.04% +295 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 26,028 shares; 2025Q1: 22,676 shares; 2025Q2: 22,779 shares; 2025Q3: 22,725 shares; 2025Q4: 22,647 shares; 2026Q1: 22,741 shares 22,741 $1.9M 0.04% +94 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,772 shares; 2025Q1: 2,775 shares; 2025Q2: 2,778 shares; 2025Q3: 2,759 shares; 2025Q4: 2,668 shares; 2026Q1: 2,671 shares 2,671 $1.86M 0.04% +3 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares; 2026Q1: 11,239 shares 11,239 $1.86M 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,577 shares; 2024Q4: 11,420 shares; 2025Q1: 8,793 shares; 2025Q2: 9,570 shares; 2025Q3: 9,564 shares; 2025Q4: 9,536 shares; 2026Q1: 9,760 shares 9,760 $1.85M 0.04% +224 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,400 shares; 2026Q1: 67,500 shares 67,500 $1.84M 0.04% +30,100 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,353 shares; 2025Q1: 49,353 shares; 2025Q2: not reported; 2025Q3: 8,991 shares; 2025Q4: 9,230 shares; 2026Q1: 8,992 shares 8,992 $1.83M 0.04% -238 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,263 shares; 2024Q4: 21,627 shares; 2025Q1: 21,627 shares; 2025Q2: 21,797 shares; 2025Q3: 18,691 shares; 2025Q4: 18,825 shares; 2026Q1: 20,128 shares 20,128 $1.82M 0.04% +1,303 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to 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: 60,197 shares 60,197 $1.81M 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,372 shares; 2024Q4: 77,894 shares; 2025Q1: 75,888 shares; 2025Q2: 73,230 shares; 2025Q3: 69,958 shares; 2025Q4: 70,153 shares; 2026Q1: 70,344 shares 70,344 $1.8M 0.04% +191 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 4,547 shares; 2025Q1: 4,312 shares; 2025Q2: 6,549 shares; 2025Q3: 6,715 shares; 2025Q4: 8,626 shares; 2026Q1: 8,659 shares 8,659 $1.8M 0.04% +33 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,963 shares; 2024Q4: 18,573 shares; 2025Q1: 18,420 shares; 2025Q2: 19,213 shares; 2025Q3: 19,447 shares; 2025Q4: 19,415 shares; 2026Q1: 19,852 shares 19,852 $1.78M 0.04% +437 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,109 shares; 2024Q4: 11,112 shares; 2025Q1: 11,061 shares; 2025Q2: 11,089 shares; 2025Q3: 11,139 shares; 2025Q4: 11,089 shares; 2026Q1: 8,650 shares 8,650 $1.77M 0.04% -2,439 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,032 shares; 2025Q4: 29,935 shares; 2026Q1: 30,011 shares 30,011 $1.77M 0.04% +76 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 5,042 shares; 2025Q3: 12,410 shares; 2025Q4: 11,631 shares; 2026Q1: 11,071 shares 11,071 $1.77M 0.04% -560 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,663 shares; 2024Q4: 22,663 shares; 2025Q1: 18,414 shares; 2025Q2: 18,304 shares; 2025Q3: 18,431 shares; 2025Q4: 18,408 shares; 2026Q1: 16,239 shares 16,239 $1.72M 0.04% -2,169 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,710 shares; 2025Q2: 5,105 shares; 2025Q3: 5,077 shares; 2025Q4: not reported; 2026Q1: 18,375 shares 18,375 $1.71M 0.04% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,048 shares; 2024Q4: 34,217 shares; 2025Q1: 36,324 shares; 2025Q2: 35,378 shares; 2025Q3: 32,205 shares; 2025Q4: 32,148 shares; 2026Q1: 32,226 shares 32,226 $1.66M 0.04% +78 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 10,444 shares; 2025Q2: 13,820 shares; 2025Q3: 13,502 shares; 2025Q4: 12,660 shares; 2026Q1: 17,416 shares 17,416 $1.64M 0.04% +4,756 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,190 shares; 2024Q4: 55,346 shares; 2025Q1: 40,986 shares; 2025Q2: 41,269 shares; 2025Q3: 41,536 shares; 2025Q4: 40,634 shares; 2026Q1: 34,315 shares 34,315 $1.61M 0.04% -6,319 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 3,395 shares; 2025Q1: 1,417 shares; 2025Q2: 1,073 shares; 2025Q3: not reported; 2025Q4: 1,531 shares; 2026Q1: 4,650 shares 4,650 $1.61M 0.03% +3,119 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,611 shares; 2024Q4: 11,632 shares; 2025Q1: 10,351 shares; 2025Q2: 8,700 shares; 2025Q3: 8,050 shares; 2025Q4: 7,541 shares; 2026Q1: 5,542 shares 5,542 $1.59M 0.03% -1,999 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,843 shares; 2025Q1: 11,831 shares; 2025Q2: 12,528 shares; 2025Q3: 12,679 shares; 2025Q4: 12,518 shares; 2026Q1: 12,498 shares 12,498 $1.58M 0.03% -20 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,846 shares; 2024Q4: 36,996 shares; 2025Q1: 37,356 shares; 2025Q2: 36,506 shares; 2025Q3: 36,391 shares; 2025Q4: 6,243 shares; 2026Q1: 34,024 shares 34,024 $1.56M 0.03% +27,781 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,569 shares; 2025Q1: 7,887 shares; 2025Q2: 27,425 shares; 2025Q3: 22,357 shares; 2025Q4: 9,564 shares; 2026Q1: 5,124 shares 5,124 $1.55M 0.03% -4,440 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 63,500 shares; 2025Q2: 63,500 shares; 2025Q3: 63,500 shares; 2025Q4: 63,500 shares; 2026Q1: 63,500 shares 63,500 $1.54M 0.03% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,400 shares; 2024Q4: 63,400 shares; 2025Q1: 63,400 shares; 2025Q2: 63,400 shares; 2025Q3: 63,400 shares; 2025Q4: 63,400 shares; 2026Q1: 63,400 shares 63,400 $1.54M 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 15,019 shares; 2025Q1: 10,180 shares; 2025Q2: 11,130 shares; 2025Q3: 11,120 shares; 2025Q4: 12,994 shares; 2026Q1: 12,210 shares 12,210 $1.53M 0.03% -784 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,130 shares; 2024Q4: 25,130 shares; 2025Q1: 25,103 shares; 2025Q2: 25,224 shares; 2025Q3: 25,330 shares; 2025Q4: 25,423 shares; 2026Q1: 25,494 shares 25,494 $1.53M 0.03% +71 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,996 shares; 2025Q1: 2,377 shares; 2025Q2: 3,038 shares; 2025Q3: 11,737 shares; 2025Q4: 17,551 shares; 2026Q1: 17,778 shares 17,778 $1.52M 0.03% +227 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 4,463 shares; 2025Q1: 4,465 shares; 2025Q2: 4,469 shares; 2025Q3: 4,474 shares; 2025Q4: 4,479 shares; 2026Q1: 4,486 shares 4,486 $1.47M 0.03% +7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,240 shares; 2024Q4: 37,106 shares; 2025Q1: 26,642 shares; 2025Q2: 24,652 shares; 2025Q3: 11,305 shares; 2025Q4: 12,401 shares; 2026Q1: 11,780 shares 11,780 $1.46M 0.03% -621 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 413 shares; 2025Q1: 404 shares; 2025Q2: 415 shares; 2025Q3: 464 shares; 2025Q4: 450 shares; 2026Q1: 1,857 shares 1,857 $1.43M 0.03% +1,407 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,150 shares; 2024Q4: 14,045 shares; 2025Q1: 15,102 shares; 2025Q2: 13,091 shares; 2025Q3: 12,134 shares; 2025Q4: 12,193 shares; 2026Q1: 10,942 shares 10,942 $1.41M 0.03% -1,251 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,823 shares; 2026Q1: 3,812 shares 3,812 $1.4M 0.03% -11 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 3,023 shares 3,023 $1.39M 0.03% +2,356 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 25,858 shares; 2025Q1: 41,436 shares; 2025Q2: 36,513 shares; 2025Q3: 36,513 shares; 2025Q4: 34,563 shares; 2026Q1: 34,563 shares 34,563 $1.39M 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,709 shares; 2024Q4: 40,595 shares; 2025Q1: 42,644 shares; 2025Q2: 45,691 shares; 2025Q3: 45,731 shares; 2025Q4: 23,916 shares; 2026Q1: 23,785 shares 23,785 $1.38M 0.03% -131 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 12,186 shares; 2025Q1: 12,186 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,192 shares; 2026Q1: 12,192 shares 12,192 $1.37M 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 8,362 shares; 2025Q1: 4,195 shares; 2025Q2: 5,677 shares; 2025Q3: 5,524 shares; 2025Q4: 5,424 shares; 2026Q1: 4,767 shares 4,767 $1.36M 0.03% -657 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: 12,220 shares; 2025Q4: 12,220 shares; 2026Q1: 12,220 shares 12,220 $1.33M 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,012 shares; 2024Q4: 15,814 shares; 2025Q1: 15,814 shares; 2025Q2: 15,852 shares; 2025Q3: 15,817 shares; 2025Q4: 15,861 shares; 2026Q1: 15,836 shares 15,836 $1.31M 0.03% -25 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,001 shares 25,001 $1.28M 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,632 shares; 2025Q1: 1,900 shares; 2025Q2: 1,977 shares; 2025Q3: 2,011 shares; 2025Q4: 2,112 shares; 2026Q1: 2,121 shares 2,121 $1.28M 0.03% +9 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,080 shares; 2025Q1: 7,915 shares; 2025Q2: 35,509 shares; 2025Q3: 30,718 shares; 2025Q4: 10,899 shares; 2026Q1: 10,417 shares 10,417 $1.28M 0.03% -482 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,458 shares 65,458 $1.26M 0.03% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 49,825 shares; 2026Q1: 49,825 shares 49,825 $1.26M 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,750 shares; 2025Q2: 4,874 shares; 2025Q3: 5,196 shares; 2025Q4: 4,936 shares; 2026Q1: 4,945 shares 4,945 $1.24M 0.03% +9 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,554 shares 96,554 $1.22M 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 11,118 shares; 2025Q1: 10,624 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,445 shares; 2026Q1: 9,445 shares 9,445 $1.21M 0.03% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 9,549 shares; 2025Q1: 11,964 shares; 2025Q2: 11,964 shares; 2025Q3: 11,964 shares; 2025Q4: 11,964 shares; 2026Q1: 11,964 shares 11,964 $1.21M 0.03% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,567 shares; 2025Q1: 163,836 shares; 2025Q2: 89,946 shares; 2025Q3: 70,402 shares; 2025Q4: 50,627 shares; 2026Q1: 25,073 shares 25,073 $1.2M 0.03% -25,554 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,396 shares 10,396 $1.19M 0.03% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,796 shares; 2024Q4: 173,035 shares; 2025Q1: 173,035 shares; 2025Q2: 132,210 shares; 2025Q3: 132,210 shares; 2025Q4: 132,210 shares; 2026Q1: 132,210 shares 132,210 $1.19M 0.03% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 3,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,794 shares; 2025Q4: 5,884 shares; 2026Q1: 5,796 shares 5,796 $1.19M 0.03% -88 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,703 shares; 2024Q4: 8,002 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares; 2026Q1: 8,002 shares 8,002 $1.17M 0.03% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,984 shares; 2025Q4: 61,485 shares; 2026Q1: 125,977 shares 125,977 $1.14M 0.02% +64,492 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 1,929 shares; 2025Q1: 1,656 shares; 2025Q2: 2,853 shares; 2025Q3: 2,805 shares; 2025Q4: 3,821 shares; 2026Q1: 4,698 shares 4,698 $1.14M 0.02% +877 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 7,736 shares; 2025Q1: 6,926 shares; 2025Q2: 6,921 shares; 2025Q3: 5,906 shares; 2025Q4: 6,190 shares; 2026Q1: 4,343 shares 4,343 $1.14M 0.02% -1,847 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,455 shares; 2025Q4: 3,451 shares; 2026Q1: 3,478 shares 3,478 $1.14M 0.02% +27 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,587 shares; 2025Q1: 6,500 shares; 2025Q2: 6,844 shares; 2025Q3: 4,146 shares; 2025Q4: 3,937 shares; 2026Q1: 4,027 shares 4,027 $1.14M 0.02% +90 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 2,935 shares; 2025Q2: 6,591 shares; 2025Q3: 6,816 shares; 2025Q4: 6,617 shares; 2026Q1: 6,633 shares 6,633 $1.13M 0.02% +16 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 37,927 shares; 2025Q1: 33,343 shares; 2025Q2: 33,419 shares; 2025Q3: 33,577 shares; 2025Q4: 32,100 shares; 2026Q1: 32,163 shares 32,163 $1.13M 0.02% +63 Timeline BARRICK MNG CORP BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,295 shares; 2025Q4: not reported; 2026Q1: 29,295 shares 29,295 $1.13M 0.02% new QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,454 shares 10,454 $1.12M 0.02% +454 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,957 shares; 2024Q4: 38,821 shares; 2025Q1: 29,512 shares; 2025Q2: 36,083 shares; 2025Q3: 38,200 shares; 2025Q4: 37,537 shares; 2026Q1: 39,768 shares 39,768 $1.12M 0.02% +2,231 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,425 shares; 2025Q1: 8,200 shares; 2025Q2: 8,923 shares; 2025Q3: 8,272 shares; 2025Q4: 8,170 shares; 2026Q1: 8,414 shares 8,414 $1.11M 0.02% +244 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,072 shares; 2025Q4: 6,131 shares; 2026Q1: 6,131 shares 6,131 $1.1M 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,702 shares; 2024Q4: 28,969 shares; 2025Q1: 20,936 shares; 2025Q2: 23,796 shares; 2025Q3: 23,035 shares; 2025Q4: 23,342 shares; 2026Q1: 10,563 shares 10,563 $1.08M 0.02% -12,779 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,548 shares; 2024Q4: 52,547 shares; 2025Q1: 48,671 shares; 2025Q2: 48,539 shares; 2025Q3: 47,998 shares; 2025Q4: 47,998 shares; 2026Q1: 47,998 shares 47,998 $1.08M 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 3,755 shares; 2025Q1: 5,876 shares; 2025Q2: 6,394 shares; 2025Q3: 6,374 shares; 2025Q4: 7,187 shares; 2026Q1: 9,284 shares 9,284 $1.05M 0.02% +2,097 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 4,093 shares; 2025Q1: 4,199 shares; 2025Q2: 6,806 shares; 2025Q3: 5,787 shares; 2025Q4: 6,918 shares; 2026Q1: 6,565 shares 6,565 $1.05M 0.02% -353 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 13,240 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 13,240 shares; 2026Q1: 13,240 shares 13,240 $1.05M 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,392 shares; 2025Q3: 15,449 shares; 2025Q4: 37,929 shares; 2026Q1: 37,737 shares 37,737 $1.05M 0.02% -192 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,338 shares; 2025Q2: 56,420 shares; 2025Q3: 56,338 shares; 2025Q4: 56,338 shares; 2026Q1: 56,338 shares 56,338 $1.05M 0.02% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 14,572 shares; 2025Q1: 14,572 shares; 2025Q2: 14,012 shares; 2025Q3: 13,459 shares; 2025Q4: 13,409 shares; 2026Q1: 8,788 shares 8,788 $1.04M 0.02% -4,621 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,869 shares; 2025Q4: 5,682 shares; 2026Q1: 14,669 shares 14,669 $1.04M 0.02% +8,987 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 24,388 shares; 2025Q1: 39,226 shares; 2025Q2: 14,362 shares; 2025Q3: 13,968 shares; 2025Q4: 12,990 shares; 2026Q1: 12,990 shares 12,990 $1.03M 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 9,553 shares; 2025Q1: 11,811 shares; 2025Q2: 14,093 shares; 2025Q3: 15,774 shares; 2025Q4: 11,878 shares; 2026Q1: 11,094 shares 11,094 $1.03M 0.02% -784 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 10,220 shares; 2025Q1: 5,787 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 12,512 shares; 2026Q1: 12,400 shares 12,400 $1.03M 0.02% -112 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares; 2026Q1: 7,710 shares 7,710 $1.01M 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 9,341 shares; 2025Q1: 8,765 shares; 2025Q2: 8,767 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares; 2026Q1: 8,500 shares 8,500 $1.01M 0.02% -267 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,160 shares; 2025Q1: 2,195 shares; 2025Q2: 2,080 shares; 2025Q3: 2,128 shares; 2025Q4: 2,941 shares; 2026Q1: 2,328 shares 2,328 $990K 0.02% -613 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,970 shares; 2024Q4: 11,382 shares; 2025Q1: 11,295 shares; 2025Q2: 11,353 shares; 2025Q3: 11,375 shares; 2025Q4: 11,338 shares; 2026Q1: 10,677 shares 10,677 $988K 0.02% -661 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,273 shares; 2025Q1: 3,254 shares; 2025Q2: 3,260 shares; 2025Q3: 3,266 shares; 2025Q4: 3,302 shares; 2026Q1: 3,299 shares 3,299 $962K 0.02% -3 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,956 shares; 2024Q4: 23,956 shares; 2025Q1: 23,956 shares; 2025Q2: 23,289 shares; 2025Q3: 24,888 shares; 2025Q4: 24,496 shares; 2026Q1: 17,992 shares 17,992 $954K 0.02% -6,504 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,252 shares; 2025Q3: 3,432 shares; 2025Q4: 3,268 shares; 2026Q1: 3,318 shares 3,318 $942K 0.02% +50 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,858 shares; 2025Q1: 89,342 shares; 2025Q2: 61,782 shares; 2025Q3: 61,976 shares; 2025Q4: 64,136 shares; 2026Q1: 65,411 shares 65,411 $940K 0.02% +1,275 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,797 shares; 2025Q4: 1,767 shares; 2026Q1: 2,296 shares 2,296 $910K 0.02% +529 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 5,260 shares; 2025Q1: 5,432 shares; 2025Q2: 4,680 shares; 2025Q3: 9,963 shares; 2025Q4: 9,795 shares; 2026Q1: 11,382 shares 11,382 $906K 0.02% +1,587 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 18,945 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares; 2026Q1: 18,945 shares 18,945 $901K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,673 shares; 2025Q1: 7,641 shares; 2025Q2: 7,640 shares; 2025Q3: 7,658 shares; 2025Q4: 7,999 shares; 2026Q1: 7,642 shares 7,642 $900K 0.02% -357 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,465 shares 23,465 $888K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,871 shares; 2025Q2: 1,922 shares; 2025Q3: 1,476 shares; 2025Q4: 951 shares; 2026Q1: 920 shares 920 $885K 0.02% -31 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,743 shares; 2025Q1: 1,432 shares; 2025Q2: 1,479 shares; 2025Q3: 1,499 shares; 2025Q4: 1,478 shares; 2026Q1: 1,496 shares 1,496 $881K 0.02% +18 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,725 shares; 2025Q1: 3,984 shares; 2025Q2: 4,054 shares; 2025Q3: 3,901 shares; 2025Q4: 3,787 shares; 2026Q1: 7,793 shares 7,793 $855K 0.02% +4,006 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,477 shares; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,053 shares; 2025Q4: 1,062 shares; 2026Q1: 978 shares 978 $854K 0.02% -84 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 9,724 shares; 2025Q1: 9,724 shares; 2025Q2: 9,724 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares 7,780 $853K 0.02% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,378 shares; 2025Q3: 15,378 shares; 2025Q4: 15,378 shares; 2026Q1: 15,378 shares 15,378 $843K 0.02% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,825 shares 14,825 $842K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 7,354 shares; 2025Q1: 6,633 shares; 2025Q2: 3,396 shares; 2025Q3: 5,652 shares; 2025Q4: 4,238 shares; 2026Q1: 4,211 shares 4,211 $835K 0.02% -27 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 1,694 shares; 2026Q1: 1,690 shares 1,690 $835K 0.02% -4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 241 shares; 2025Q4: 240 shares; 2026Q1: 238 shares 238 $804K 0.02% -2 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,485 shares; 2025Q1: 1,857 shares; 2025Q2: 2,164 shares; 2025Q3: 2,179 shares; 2025Q4: 2,156 shares; 2026Q1: 1,834 shares 1,834 $800K 0.02% -322 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,915 shares; 2024Q4: 22,915 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares 7,083 $795K 0.02% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,493 shares; 2026Q1: 1,492 shares 1,492 $781K 0.02% -1 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 10,261 shares; 2026Q1: 14,210 shares 14,210 $775K 0.02% +3,949 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $765K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,817 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares; 2026Q1: 8,817 shares 8,817 $764K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,798 shares; 2025Q1: 1,796 shares; 2025Q2: 2,033 shares; 2025Q3: 2,040 shares; 2025Q4: 1,648 shares; 2026Q1: 1,543 shares 1,543 $748K 0.02% -105 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,041 shares; 2024Q4: 73,390 shares; 2025Q1: 29,537 shares; 2025Q2: 11,032 shares; 2025Q3: 10,210 shares; 2025Q4: 8,573 shares; 2026Q1: 8,400 shares 8,400 $745K 0.02% -173 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,217 shares; 2025Q1: 2,224 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,220 shares; 2026Q1: 2,222 shares 2,222 $741K 0.02% +2 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,519 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares 3,401 $732K 0.02% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 7,720 shares; 2025Q1: 15,440 shares; 2025Q2: 15,440 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares 18,200 $719K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 18,043 shares; 2025Q1: 5,385 shares; 2025Q2: 4,669 shares; 2025Q3: 4,173 shares; 2025Q4: 4,074 shares; 2026Q1: 4,111 shares 4,111 $718K 0.02% +37 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,610 shares; 2024Q4: 71,133 shares; 2025Q1: 30,183 shares; 2025Q2: 17,704 shares; 2025Q3: 17,102 shares; 2025Q4: 15,195 shares; 2026Q1: 15,014 shares 15,014 $711K 0.02% -181 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,182 shares; 2025Q1: 4,178 shares; 2025Q2: 5,590 shares; 2025Q3: 5,577 shares; 2025Q4: 5,453 shares; 2026Q1: 5,050 shares 5,050 $703K 0.02% -403 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,225 shares 3,225 $701K 0.02% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,504 shares; 2025Q1: 10,677 shares; 2025Q2: 10,541 shares; 2025Q3: 10,127 shares; 2025Q4: 10,123 shares; 2026Q1: 10,086 shares 10,086 $700K 0.02% -37 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $700K 0.02% new Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,232 shares; 2024Q4: 18,232 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares; 2026Q1: 18,232 shares 18,232 $697K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,538 shares; 2025Q1: 2,113 shares; 2025Q2: 911 shares; 2025Q3: 951 shares; 2025Q4: 927 shares; 2026Q1: 2,085 shares 2,085 $687K 0.01% +1,158 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 528 shares; 2025Q4: 1,670 shares; 2026Q1: 1,609 shares 1,609 $671K 0.01% -61 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,293 shares; 2025Q1: 4,835 shares; 2025Q2: 10,466 shares; 2025Q3: 9,373 shares; 2025Q4: 9,398 shares; 2026Q1: 7,200 shares 7,200 $670K 0.01% -2,198 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,263 shares; 2025Q4: 14,279 shares; 2026Q1: 14,289 shares 14,289 $662K 0.01% +10 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 2,959 shares; 2026Q1: 3,048 shares 3,048 $660K 0.01% +89 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 3,104 shares; 2025Q2: 3,542 shares; 2025Q3: 3,585 shares; 2025Q4: 4,158 shares; 2026Q1: 5,682 shares 5,682 $653K 0.01% +1,524 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,930 shares; 2024Q4: 15,389 shares; 2025Q1: 12,241 shares; 2025Q2: 26,860 shares; 2025Q3: 14,245 shares; 2025Q4: 26,176 shares; 2026Q1: 21,972 shares 21,972 $637K 0.01% -4,204 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $632K 0.01% 0 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,758 shares; 2025Q1: 8,758 shares; 2025Q2: 8,758 shares; 2025Q3: 8,758 shares; 2025Q4: 8,758 shares; 2026Q1: 8,758 shares 8,758 $624K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 683 shares; 2025Q1: 490 shares; 2025Q2: 1,043 shares; 2025Q3: 1,094 shares; 2025Q4: 6,094 shares; 2026Q1: 5,960 shares 5,960 $623K 0.01% -134 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,971 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares; 2026Q1: 3,971 shares 3,971 $616K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,122 shares; 2025Q1: 2,102 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,380 shares; 2026Q1: 3,342 shares 3,342 $610K 0.01% -38 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,287 shares; 2025Q4: 5,287 shares; 2026Q1: 5,287 shares 5,287 $603K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 1,992 shares; 2025Q1: 1,580 shares; 2025Q2: 1,711 shares; 2025Q3: 1,807 shares; 2025Q4: 1,745 shares; 2026Q1: 1,756 shares 1,756 $603K 0.01% +11 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,771 shares; 2024Q4: 52,808 shares; 2025Q1: 30,824 shares; 2025Q2: 24,967 shares; 2025Q3: 1,706 shares; 2025Q4: 1,444 shares; 2026Q1: 2,988 shares 2,988 $595K 0.01% +1,544 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 875 shares; 2025Q1: 463 shares; 2025Q2: 472 shares; 2025Q3: 478 shares; 2025Q4: 636 shares; 2026Q1: 659 shares 659 $590K 0.01% +23 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,016 shares; 2025Q3: 24,554 shares; 2025Q4: 3,533 shares; 2026Q1: 2,948 shares 2,948 $584K 0.01% -585 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 1,213 shares; 2025Q1: 1,009 shares; 2025Q2: 1,539 shares; 2025Q3: 1,675 shares; 2025Q4: 1,711 shares; 2026Q1: 1,622 shares 1,622 $580K 0.01% -89 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares; 2025Q4: 1,673 shares; 2026Q1: 1,692 shares 1,692 $579K 0.01% +19 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,048 shares; 2026Q1: 1,049 shares 1,049 $571K 0.01% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,419 shares; 2025Q3: 4,379 shares; 2025Q4: 4,381 shares; 2026Q1: 3,714 shares 3,714 $567K 0.01% -667 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 236 shares; 2025Q4: 219 shares; 2026Q1: 530 shares 530 $566K 0.01% +311 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,272 shares; 2025Q1: 7,272 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,303 shares 7,303 $560K 0.01% +31 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,335 shares; 2024Q4: 4,091 shares; 2025Q1: 3,938 shares; 2025Q2: 4,420 shares; 2025Q3: 4,601 shares; 2025Q4: 114,769 shares; 2026Q1: 9,221 shares 9,221 $559K 0.01% -105,548 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,495 shares; 2025Q1: 6,495 shares; 2025Q2: 6,518 shares; 2025Q3: 6,541 shares; 2025Q4: 13,082 shares; 2026Q1: 13,082 shares 13,082 $545K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares; 2026Q1: 11,953 shares 11,953 $541K 0.01% +2,341 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 2,164 shares; 2025Q4: 2,732 shares; 2026Q1: 2,444 shares 2,444 $535K 0.01% -288 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 273 shares; 2025Q1: 267 shares; 2025Q2: 1,423 shares; 2025Q3: 1,390 shares; 2025Q4: 379 shares; 2026Q1: 127 shares 127 $535K 0.01% -252 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 6,046 shares; 2026Q1: 5,544 shares 5,544 $531K 0.01% -502 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 801 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,141 shares 1,141 $529K 0.01% +2 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,804 shares 12,804 $527K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,127 shares; 2024Q4: not reported; 2025Q1: 5,227 shares; 2025Q2: 6,235 shares; 2025Q3: 6,702 shares; 2025Q4: 7,867 shares; 2026Q1: 7,241 shares 7,241 $527K 0.01% -626 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares; 2025Q4: 5,373 shares; 2026Q1: 5,373 shares 5,373 $513K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,638 shares; 2025Q1: 8,200 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,787 shares; 2026Q1: 10,593 shares 10,593 $498K 0.01% -2,194 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,748 shares; 2024Q4: 81,138 shares; 2025Q1: 53,530 shares; 2025Q2: 53,578 shares; 2025Q3: 53,701 shares; 2025Q4: 3,592 shares; 2026Q1: 3,792 shares 3,792 $497K 0.01% +200 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 1,768 shares; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 4,705 shares; 2025Q4: 5,004 shares; 2026Q1: 5,010 shares 5,010 $493K 0.01% +6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,362 shares; 2025Q4: 2,207 shares; 2026Q1: 2,241 shares 2,241 $485K 0.01% +34 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,183 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,295 shares; 2026Q1: 6,286 shares 6,286 $485K 0.01% +991 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares 9,150 $485K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,921 shares; 2025Q1: 3,965 shares; 2025Q2: 3,995 shares; 2025Q3: 4,025 shares; 2025Q4: 4,007 shares; 2026Q1: 4,081 shares 4,081 $483K 0.01% +74 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,375 shares; 2025Q4: 11,355 shares; 2026Q1: 11,355 shares 11,355 $475K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares; 2026Q1: 5,902 shares 5,902 $472K 0.01% +116 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,389 shares; 2026Q1: 4,062 shares 4,062 $469K 0.01% +673 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,440 shares; 2026Q1: 11,440 shares 11,440 $466K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,711 shares; 2025Q1: 5,702 shares; 2025Q2: 5,439 shares; 2025Q3: 6,048 shares; 2025Q4: 2,477 shares; 2026Q1: 2,677 shares 2,677 $462K 0.01% +200 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 9,442 shares; 2025Q1: 9,958 shares; 2025Q2: 6,205 shares; 2025Q3: 6,205 shares; 2025Q4: 6,205 shares; 2026Q1: 6,205 shares 6,205 $461K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,624 shares; 2025Q1: 4,548 shares; 2025Q2: 3,928 shares; 2025Q3: 2,745 shares; 2025Q4: 2,795 shares; 2026Q1: 816 shares 816 $461K 0.01% -1,979 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,227 shares; 2025Q1: 3,399 shares; 2025Q2: 3,486 shares; 2025Q3: 3,608 shares; 2025Q4: 3,807 shares; 2026Q1: 3,779 shares 3,779 $458K 0.01% -28 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,586 shares; 2024Q4: 38,337 shares; 2025Q1: 27,452 shares; 2025Q2: 27,447 shares; 2025Q3: 27,634 shares; 2025Q4: 10,868 shares; 2026Q1: 10,827 shares 10,827 $451K 0.01% -41 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,092 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 865 shares; 2025Q4: 1,650 shares; 2026Q1: 1,670 shares 1,670 $445K 0.01% +20 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares 4,518 $419K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares; 2026Q1: 8,530 shares 8,530 $413K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,798 shares; 2025Q1: 4,972 shares; 2025Q2: 4,992 shares; 2025Q3: 5,239 shares; 2025Q4: 5,052 shares; 2026Q1: 5,156 shares 5,156 $413K 0.01% +104 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,641 shares; 2024Q4: 51,641 shares; 2025Q1: 51,841 shares; 2025Q2: 51,641 shares; 2025Q3: 51,641 shares; 2025Q4: 35,210 shares; 2026Q1: 35,210 shares 35,210 $398K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 6,846 shares; 2025Q1: 5,807 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166 $393K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,458 shares; 2026Q1: 1,381 shares 1,381 $388K 0.01% -77 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,488 shares; 2026Q1: 22,871 shares 22,871 $388K 0.01% +11,383 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares 5,665 $388K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 8,173 shares; 2025Q1: 8,150 shares; 2025Q2: 8,031 shares; 2025Q3: 8,459 shares; 2025Q4: 9,897 shares; 2026Q1: 8,458 shares 8,458 $387K 0.01% -1,439 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,392 shares; 2025Q1: 2,357 shares; 2025Q2: 2,495 shares; 2025Q3: 2,481 shares; 2025Q4: 2,472 shares; 2026Q1: 2,482 shares 2,482 $386K 0.01% +10 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $380K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares; 2026Q1: 5,161 shares 5,161 $380K 0.01% -134 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,566 shares; 2025Q3: 22,918 shares; 2025Q4: 2,180 shares; 2026Q1: 1,190 shares 1,190 $379K 0.01% -990 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,554 shares; 2024Q4: 111,554 shares; 2025Q1: 95,462 shares; 2025Q2: 95,462 shares; 2025Q3: 95,570 shares; 2025Q4: 95,462 shares; 2026Q1: 95,212 shares 95,212 $376K 0.01% -250 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,888 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,829 shares; 2025Q4: 2,869 shares; 2026Q1: 3,159 shares 3,159 $375K 0.01% +290 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,354 shares; 2026Q1: 7,020 shares 7,020 $375K 0.01% -334 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 902 shares; 2025Q2: 930 shares; 2025Q3: 1,068 shares; 2025Q4: 998 shares; 2026Q1: 1,043 shares 1,043 $373K 0.01% +45 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $361K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares 2,508 $357K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $351K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,737 shares; 2025Q1: not reported; 2025Q2: 3,452 shares; 2025Q3: 2,273 shares; 2025Q4: 2,415 shares; 2026Q1: 2,390 shares 2,390 $350K 0.01% -25 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 439 shares; 2025Q4: 502 shares; 2026Q1: 396 shares 396 $343K 0.01% -106 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,148 shares; 2025Q1: 1,935 shares; 2025Q2: 2,504 shares; 2025Q3: 2,600 shares; 2025Q4: 2,535 shares; 2026Q1: 2,569 shares 2,569 $336K 0.01% +34 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,882 shares; 2025Q3: 6,120 shares; 2025Q4: 6,342 shares; 2026Q1: 5,895 shares 5,895 $333K 0.01% -447 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 4,906 shares; 2025Q1: 4,916 shares; 2025Q2: 4,916 shares; 2025Q3: 4,972 shares; 2025Q4: 4,433 shares; 2026Q1: 4,427 shares 4,427 $323K 0.01% -6 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares; 2026Q1: 1,625 shares 1,625 $321K 0.01% -510 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,349 shares 5,349 $320K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 885 shares; 2026Q1: 923 shares 923 $319K 0.01% +38 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,222 shares; 2025Q1: 3,224 shares; 2025Q2: 3,226 shares; 2025Q3: 3,227 shares; 2025Q4: 3,229 shares; 2026Q1: 3,231 shares 3,231 $316K 0.01% +2 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares 1,516 $316K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,289 shares; 2025Q4: 2,257 shares; 2026Q1: 2,361 shares 2,361 $310K 0.01% +104 Timeline NERD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $309K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,335 shares; 2025Q1: 9,307 shares; 2025Q2: 9,523 shares; 2025Q3: 9,854 shares; 2025Q4: 1,488 shares; 2026Q1: 1,441 shares 1,441 $308K 0.01% -47 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 5,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,466 shares; 2026Q1: 1,507 shares 1,507 $306K 0.01% +41 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares 4,294 $304K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 673 shares 673 $301K 0.01% -89 Timeline OPTU OPTIMUM COMMUNICATIONS INC More: the full row for OPTIMUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,075 shares; 2025Q1: 66,500 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 231,060 shares 231,060 $300K 0.01% +81,060 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $297K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 931 shares 931 $293K 0.01% -72 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 1,886 shares; 2025Q2: 2,042 shares; 2025Q3: not reported; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares 2,143 $291K 0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 4,220 shares; 2026Q1: 4,195 shares 4,195 $290K 0.01% -25 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,310 shares; 2026Q1: 3,379 shares 3,379 $287K 0.01% +69 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,807 shares; 2025Q4: 12,817 shares; 2026Q1: 12,886 shares 12,886 $282K 0.01% +69 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,859 shares 4,859 $282K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,532 shares; 2026Q1: 1,519 shares 1,519 $281K 0.01% -13 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,335 shares; 2026Q1: 3,215 shares 3,215 $280K 0.01% +880 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 7,916 shares; 2025Q1: 4,183 shares; 2025Q2: 5,255 shares; 2025Q3: 4,289 shares; 2025Q4: not reported; 2026Q1: 4,958 shares 4,958 $279K 0.01% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares 3,812 $276K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 3,976 shares; 2026Q1: 3,783 shares 3,783 $275K 0.01% -193 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 13,979 shares; 2025Q1: 14,129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares; 2026Q1: 1,843 shares 1,843 $273K 0.01% +7 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,474 shares; 2025Q3: 2,475 shares; 2025Q4: 2,478 shares; 2026Q1: 2,445 shares 2,445 $270K 0.01% -33 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 10,246 shares; 2025Q1: 10,196 shares; 2025Q2: 5,428 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: 4,748 shares 4,748 $269K 0.01% +20 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,276 shares; 2025Q3: 20,701 shares; 2025Q4: 1,621 shares; 2026Q1: 1,006 shares 1,006 $267K 0.01% -615 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,657 shares 5,657 $265K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 4,338 shares; 2025Q1: 3,653 shares; 2025Q2: 3,708 shares; 2025Q3: 3,240 shares; 2025Q4: 3,220 shares; 2026Q1: 3,275 shares 3,275 $265K 0.01% +55 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,346 shares; 2026Q1: 3,389 shares 3,389 $262K 0.01% +43 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares 2,135 $261K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares; 2026Q1: 596 shares 596 $259K 0.01% -28 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $259K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,243 shares; 2024Q4: 12,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,159 shares; 2026Q1: 1,259 shares 1,259 $257K 0.01% +100 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,610 shares; 2024Q4: 129,242 shares; 2025Q1: 82,650 shares; 2025Q2: 77,306 shares; 2025Q3: 81,549 shares; 2025Q4: 3,369 shares; 2026Q1: 3,528 shares 3,528 $253K 0.01% +159 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,115 shares; 2025Q2: 43,127 shares; 2025Q3: 43,081 shares; 2025Q4: 43,130 shares; 2026Q1: 3,098 shares 3,098 $250K 0.01% -40,032 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,135 shares; 2025Q1: 2,091 shares; 2025Q2: 2,352 shares; 2025Q3: 2,318 shares; 2025Q4: 2,292 shares; 2026Q1: 2,320 shares 2,320 $248K 0.01% +28 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,679 shares; 2025Q3: 70,298 shares; 2025Q4: 5,456 shares; 2026Q1: 3,354 shares 3,354 $248K 0.01% -2,102 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,617 shares; 2025Q2: 2,836 shares; 2025Q3: 2,971 shares; 2025Q4: 2,948 shares; 2026Q1: 1,255 shares 1,255 $244K 0.01% -1,693 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,330 shares; 2025Q1: 3,328 shares; 2025Q2: 3,323 shares; 2025Q3: 3,327 shares; 2025Q4: 3,296 shares; 2026Q1: 3,346 shares 3,346 $243K 0.01% +50 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,769 shares 1,769 $241K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,589 shares; 2025Q2: 10,648 shares; 2025Q3: 8,653 shares; 2025Q4: 8,944 shares; 2026Q1: 6,335 shares 6,335 $241K 0.01% -2,609 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,566 shares; 2025Q1: 1,085 shares; 2025Q2: 2,238 shares; 2025Q3: 1,233 shares; 2025Q4: 1,192 shares; 2026Q1: 1,148 shares 1,148 $239K 0.01% -44 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,523 shares; 2025Q3: 62,618 shares; 2025Q4: 4,795 shares; 2026Q1: 2,947 shares 2,947 $235K 0.01% -1,848 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 1,620 shares 1,620 $233K 0.01% -57 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,776 shares; 2025Q1: 3,541 shares; 2025Q2: 3,643 shares; 2025Q3: 3,556 shares; 2025Q4: 3,568 shares; 2026Q1: 3,550 shares 3,550 $232K 0.01% -18 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 492 shares; 2026Q1: 493 shares 493 $229K <0.01% +1 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 8,527 shares; 2026Q1: 8,527 shares 8,527 $226K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,182 shares; 2026Q1: 1,033 shares 1,033 $226K <0.01% -149 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,718 shares; 2025Q4: 1,596 shares; 2026Q1: 1,102 shares 1,102 $225K <0.01% -494 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 31,975 shares; 2025Q1: 31,975 shares; 2025Q2: 31,975 shares; 2025Q3: 31,975 shares; 2025Q4: 31,975 shares; 2026Q1: 31,975 shares 31,975 $223K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,684 shares; 2025Q3: 3,671 shares; 2025Q4: 3,487 shares; 2026Q1: 2,232 shares 2,232 $221K <0.01% -1,255 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,693 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares 3,692 $216K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,930 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803 shares 1,803 $215K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,677 shares; 2025Q1: 2,076 shares; 2025Q2: 2,315 shares; 2025Q3: 2,370 shares; 2025Q4: 2,363 shares; 2026Q1: 2,202 shares 2,202 $215K <0.01% -161 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,220 shares 4,220 $214K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 252 shares; 2026Q1: 195 shares 195 $214K <0.01% -57 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 390 shares; 2025Q4: 361 shares; 2026Q1: 489 shares 489 $212K <0.01% +128 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares 734 $211K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,992 shares 7,992 $210K <0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,323 shares; 2025Q2: 2,343 shares; 2025Q3: 2,113 shares; 2025Q4: 2,304 shares; 2026Q1: 2,113 shares 2,113 $209K <0.01% -191 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 27,471 shares; 2025Q1: 18,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares 2,648 $208K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,979 shares; 2025Q3: 2,012 shares; 2025Q4: 1,998 shares; 2026Q1: 1,533 shares 1,533 $208K <0.01% -465 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,264 shares; 2025Q3: 7,318 shares; 2025Q4: 7,283 shares; 2026Q1: 7,274 shares 7,274 $208K <0.01% -9 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859 shares 859 $206K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: not reported; 2026Q1: 4,462 shares 4,462 $205K <0.01% new Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,605 shares; 2025Q1: 15,058 shares; 2025Q2: 15,568 shares; 2025Q3: 16,122 shares; 2025Q4: 16,733 shares; 2026Q1: 17,333 shares 17,333 $204K <0.01% +600 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,544 shares 1,544 $204K <0.01% -44 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 16,252 shares; 2025Q1: 14,219 shares; 2025Q2: 14,255 shares; 2025Q3: 12,103 shares; 2025Q4: not reported; 2026Q1: 6,268 shares 6,268 $203K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,782 shares; 2024Q4: 58,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 2,718 shares 2,718 $203K <0.01% +178 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,026 shares 1,026 $202K <0.01% +37 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,122 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $202K <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 2,417 shares; 2025Q4: 2,398 shares; 2026Q1: 1,836 shares 1,836 $200K <0.01% -562 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,506 shares; 2024Q4: 29,552 shares; 2025Q1: 51,506 shares; 2025Q2: 51,506 shares; 2025Q3: 51,684 shares; 2025Q4: 51,805 shares; 2026Q1: 51,742 shares 51,742 $171K <0.01% -63 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,585 shares; 2025Q4: 13,585 shares; 2026Q1: 13,592 shares 13,592 $147K <0.01% +7 Timeline GNTA GENENTA SCIENCE S P A More: the full row for GENENTA SCIENCE S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,288 shares; 2024Q4: 200,288 shares; 2025Q1: 200,288 shares; 2025Q2: 200,288 shares; 2025Q3: 200,288 shares; 2025Q4: 200,288 shares; 2026Q1: 200,288 shares 200,288 $135K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,710 shares; 2025Q4: 22,657 shares; 2026Q1: 22,854 shares 22,854 $118K <0.01% +197 Timeline SSII SS INNOVATIONS INTERNATIONAL More: the full row for SS INNOVATIONS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,555 shares; 2025Q3: 20,555 shares; 2025Q4: 20,555 shares; 2026Q1: 20,555 shares 20,555 $103K <0.01% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 18,549 shares; 2025Q1: 18,549 shares; 2025Q2: 18,549 shares; 2025Q3: 18,549 shares; 2025Q4: 18,549 shares; 2026Q1: 18,549 shares 18,549 $92.6K <0.01% 0 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,715 shares 18,715 $67.2K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,482 shares; 2026Q1: 11,516 shares 11,516 $53.9K <0.01% +34 Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,058 shares; 2026Q1: 12,000 shares 12,000 $9.79K <0.01% -58 Timeline