DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,779 shares; 2024Q4: 681,821 shares; 2025Q1: 702,362 shares; 2025Q2: 700,142 shares; 2025Q3: 718,911 shares; 2025Q4: 703,849 shares; 2026Q1: 724,910 shares 724,910 $28.2M 11.41% +21,061 Timeline DUSB 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: 242,256 shares; 2024Q4: 279,417 shares; 2025Q1: 301,465 shares; 2025Q2: 322,284 shares; 2025Q3: 342,524 shares; 2025Q4: 350,439 shares; 2026Q1: 483,517 shares 483,517 $24.5M 9.93% +133,078 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: 161,707 shares; 2024Q4: 175,503 shares; 2025Q1: 215,780 shares; 2025Q2: 210,728 shares; 2025Q3: 216,874 shares; 2025Q4: 235,262 shares; 2026Q1: 267,323 shares 267,323 $19M 7.68% +32,061 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,363 shares; 2024Q4: 139,130 shares; 2025Q1: 185,262 shares; 2025Q2: 186,842 shares; 2025Q3: 194,485 shares; 2025Q4: 270,187 shares; 2026Q1: 392,050 shares 392,050 $18.4M 7.44% +121,863 Timeline DFIC 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: 255,403 shares; 2024Q4: 279,963 shares; 2025Q1: 302,611 shares; 2025Q2: 309,456 shares; 2025Q3: 314,087 shares; 2025Q4: 312,060 shares; 2026Q1: 353,079 shares 353,079 $12.5M 5.08% +41,019 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: 234,106 shares; 2024Q4: 241,179 shares; 2025Q1: 272,654 shares; 2025Q2: 261,001 shares; 2025Q3: 267,232 shares; 2025Q4: 284,729 shares; 2026Q1: 306,109 shares 306,109 $11.9M 4.83% +21,380 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,844 shares; 2024Q4: 174,110 shares; 2025Q1: 177,067 shares; 2025Q2: 196,482 shares; 2025Q3: 195,051 shares; 2025Q4: 191,545 shares; 2026Q1: 188,393 shares 188,393 $8.5M 3.44% -3,152 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: 25,428 shares; 2024Q4: 24,989 shares; 2025Q1: 23,712 shares; 2025Q2: 22,974 shares; 2025Q3: 22,357 shares; 2025Q4: 22,442 shares; 2026Q1: 21,344 shares 21,344 $5.42M 2.19% -1,098 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: 65,057 shares; 2024Q4: 69,786 shares; 2025Q1: 91,749 shares; 2025Q2: 93,111 shares; 2025Q3: 90,464 shares; 2025Q4: 109,924 shares; 2026Q1: 144,948 shares 144,948 $4.91M 1.99% +35,024 Timeline DFEM 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: 63,863 shares; 2024Q4: 68,158 shares; 2025Q1: 74,152 shares; 2025Q2: 77,241 shares; 2025Q3: 80,096 shares; 2025Q4: 107,694 shares; 2026Q1: 124,174 shares 124,174 $4.29M 1.74% +16,480 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: 7,266 shares; 2024Q4: 7,682 shares; 2025Q1: 8,519 shares; 2025Q2: 8,562 shares; 2025Q3: 8,537 shares; 2025Q4: 8,352 shares; 2026Q1: 9,213 shares 9,213 $4.02M 1.63% +861 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,113 shares; 2025Q1: 14,050 shares; 2025Q2: 13,975 shares; 2025Q3: 13,573 shares; 2025Q4: 10,881 shares; 2026Q1: 10,940 shares 10,940 $2.92M 1.18% +59 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 24,511 shares; 2025Q1: 21,269 shares; 2025Q2: 20,328 shares; 2025Q3: 17,545 shares; 2025Q4: 17,519 shares; 2026Q1: 17,456 shares 17,456 $2.89M 1.17% -63 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: 11,255 shares; 2024Q4: 11,897 shares; 2025Q1: 11,854 shares; 2025Q2: 14,633 shares; 2025Q3: 14,657 shares; 2025Q4: 14,684 shares; 2026Q1: 14,636 shares 14,636 $2.81M 1.14% -48 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: 4,062 shares; 2024Q4: 4,007 shares; 2025Q1: 3,415 shares; 2025Q2: 3,358 shares; 2025Q3: 3,296 shares; 2025Q4: 4,451 shares; 2026Q1: 4,235 shares 4,235 $2.75M 1.12% -216 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: 19,595 shares; 2024Q4: 19,128 shares; 2025Q1: 19,132 shares; 2025Q2: 19,087 shares; 2025Q3: 19,111 shares; 2025Q4: 19,245 shares; 2026Q1: 29,571 shares 29,571 $2.75M 1.11% +10,326 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 7,975 shares; 2025Q2: 4,929 shares; 2025Q3: 8,081 shares; 2025Q4: 10,280 shares; 2026Q1: 12,858 shares 12,858 $2.68M 1.08% +2,578 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,654 shares; 2024Q4: 160,951 shares; 2025Q1: 158,670 shares; 2025Q2: 157,530 shares; 2025Q3: 157,693 shares; 2025Q4: 128,292 shares; 2026Q1: 103,676 shares 103,676 $2.53M 1.02% -24,616 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: 40,802 shares; 2024Q4: 39,999 shares; 2025Q1: 39,874 shares; 2025Q2: 39,844 shares; 2025Q3: 34,798 shares; 2025Q4: 34,720 shares; 2026Q1: 31,601 shares 31,601 $2.45M 0.99% -3,119 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 22,974 shares; 2025Q1: 22,969 shares; 2025Q2: 22,928 shares; 2025Q3: 22,756 shares; 2025Q4: 22,467 shares; 2026Q1: 18,918 shares 18,918 $2.39M 0.97% -3,549 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: 12,607 shares; 2024Q4: 13,652 shares; 2025Q1: 13,687 shares; 2025Q2: 10,924 shares; 2025Q3: 10,841 shares; 2025Q4: 10,532 shares; 2026Q1: 7,848 shares 7,848 $2.25M 0.91% -2,684 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,726 shares; 2024Q4: 41,466 shares; 2025Q1: 80,396 shares; 2025Q2: 60,558 shares; 2025Q3: 59,696 shares; 2025Q4: 58,339 shares; 2026Q1: 58,547 shares 58,547 $2.17M 0.88% +208 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: 12,240 shares; 2024Q4: 12,278 shares; 2025Q1: 12,661 shares; 2025Q2: 12,293 shares; 2025Q3: 11,824 shares; 2025Q4: 11,947 shares; 2026Q1: 12,202 shares 12,202 $2.13M 0.86% +255 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: 27,607 shares; 2024Q4: 25,470 shares; 2025Q1: 24,956 shares; 2025Q2: 24,527 shares; 2025Q3: 25,865 shares; 2025Q4: 27,310 shares; 2026Q1: 27,188 shares 27,188 $2.04M 0.83% -122 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: 46,419 shares; 2024Q4: 45,699 shares; 2025Q1: 45,500 shares; 2025Q2: 45,736 shares; 2025Q3: 45,214 shares; 2025Q4: 43,963 shares; 2026Q1: 40,984 shares 40,984 $2M 0.81% -2,979 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: 15,456 shares; 2024Q4: 14,801 shares; 2025Q1: 14,965 shares; 2025Q2: 15,145 shares; 2025Q3: 15,158 shares; 2025Q4: 15,230 shares; 2026Q1: 15,156 shares 15,156 $1.88M 0.76% -74 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,572 shares; 2025Q1: 1,239 shares; 2025Q2: 987 shares; 2025Q3: 959 shares; 2025Q4: 937 shares; 2026Q1: 922 shares 922 $1.76M 0.71% -15 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,892 shares; 2024Q4: 17,777 shares; 2025Q1: 30,763 shares; 2025Q2: 30,674 shares; 2025Q3: 23,868 shares; 2025Q4: 23,875 shares; 2026Q1: 18,933 shares 18,933 $1.74M 0.7% -4,942 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,730 shares; 2024Q4: 30,104 shares; 2025Q1: 30,127 shares; 2025Q2: 30,114 shares; 2025Q3: 30,291 shares; 2025Q4: 30,764 shares; 2026Q1: 30,770 shares 30,770 $1.68M 0.68% +6 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,438 shares; 2025Q1: 2,439 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,442 shares; 2026Q1: 2,443 shares 2,443 $1.67M 0.68% +1 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: 4,196 shares; 2024Q4: 4,039 shares; 2025Q1: 3,598 shares; 2025Q2: 3,564 shares; 2025Q3: 3,098 shares; 2025Q4: 3,121 shares; 2026Q1: 2,819 shares 2,819 $1.61M 0.65% -302 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: 5,369 shares; 2024Q4: 5,369 shares; 2025Q1: 5,168 shares; 2025Q2: 4,638 shares; 2025Q3: 4,453 shares; 2025Q4: 4,239 shares; 2026Q1: 3,689 shares 3,689 $1.59M 0.64% -550 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: not reported; 2024Q4: not reported; 2025Q1: 8,802 shares; 2025Q2: 13,006 shares; 2025Q3: 12,772 shares; 2025Q4: 12,751 shares; 2026Q1: 21,410 shares 21,410 $1.54M 0.62% +8,659 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,416 shares; 2024Q4: 233,926 shares; 2025Q1: 239,143 shares; 2025Q2: 310,048 shares; 2025Q3: 277,139 shares; 2025Q4: 187,809 shares; 2026Q1: 185,836 shares 185,836 $1.53M 0.62% -1,973 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,424 shares; 2025Q3: 60,064 shares; 2025Q4: 99,795 shares; 2026Q1: 100,048 shares 100,048 $1.45M 0.59% +253 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: 2,113 shares; 2024Q4: 2,354 shares; 2025Q1: 2,301 shares; 2025Q2: 2,266 shares; 2025Q3: 2,274 shares; 2025Q4: 2,279 shares; 2026Q1: 2,283 shares 2,283 $1.41M 0.57% +4 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: 1,708 shares; 2024Q4: 1,663 shares; 2025Q1: 1,666 shares; 2025Q2: 1,393 shares; 2025Q3: 1,375 shares; 2025Q4: 13,881 shares; 2026Q1: 13,990 shares 13,990 $1.35M 0.54% +109 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,291 shares; 2024Q4: 28,851 shares; 2025Q1: 28,359 shares; 2025Q2: 27,835 shares; 2025Q3: 27,902 shares; 2025Q4: 27,972 shares; 2026Q1: 27,833 shares 27,833 $1.18M 0.48% -139 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: 7,784 shares; 2024Q4: 7,704 shares; 2025Q1: 7,712 shares; 2025Q2: 7,734 shares; 2025Q3: 7,736 shares; 2025Q4: 7,679 shares; 2026Q1: 7,702 shares 7,702 $1.13M 0.46% +23 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,185 shares; 2024Q4: 19,752 shares; 2025Q1: 21,621 shares; 2025Q2: 21,485 shares; 2025Q3: 21,682 shares; 2025Q4: 21,668 shares; 2026Q1: 21,676 shares 21,676 $1.06M 0.43% +8 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: 2,573 shares; 2024Q4: 2,570 shares; 2025Q1: 2,621 shares; 2025Q2: 2,647 shares; 2025Q3: 2,738 shares; 2025Q4: 2,718 shares; 2026Q1: 2,801 shares 2,801 $1.04M 0.42% +83 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,347 shares; 2025Q3: 13,360 shares; 2025Q4: 13,492 shares; 2026Q1: 10,876 shares 10,876 $1.01M 0.41% -2,616 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: 7,428 shares; 2024Q4: 7,311 shares; 2025Q1: 7,329 shares; 2025Q2: 7,323 shares; 2025Q3: 7,051 shares; 2025Q4: 7,073 shares; 2026Q1: 6,958 shares 6,958 $984K 0.4% -115 Timeline DGS 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: 16,374 shares; 2024Q4: 15,195 shares; 2025Q1: 15,172 shares; 2025Q2: 14,900 shares; 2025Q3: 14,946 shares; 2025Q4: 15,314 shares; 2026Q1: 15,343 shares 15,343 $922K 0.37% +29 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 385 shares; 2025Q2: 1,485 shares; 2025Q3: 1,475 shares; 2025Q4: 2,153 shares; 2026Q1: 4,908 shares 4,908 $916K 0.37% +2,755 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: 10,586 shares; 2024Q4: 11,540 shares; 2025Q1: 8,137 shares; 2025Q2: 7,250 shares; 2025Q3: 7,265 shares; 2025Q4: 7,280 shares; 2026Q1: 7,339 shares 7,339 $912K 0.37% +59 Timeline SPLV 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: 12,837 shares; 2024Q4: 13,088 shares; 2025Q1: 13,952 shares; 2025Q2: 13,586 shares; 2025Q3: 13,209 shares; 2025Q4: 12,480 shares; 2026Q1: 12,306 shares 12,306 $900K 0.36% -174 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,695 shares; 2025Q2: 3,582 shares; 2025Q3: 3,362 shares; 2025Q4: 3,379 shares; 2026Q1: 3,037 shares 3,037 $893K 0.36% -342 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: 945 shares; 2024Q4: 950 shares; 2025Q1: 955 shares; 2025Q2: 959 shares; 2025Q3: 859 shares; 2025Q4: 887 shares; 2026Q1: 895 shares 895 $892K 0.36% +8 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: 532 shares; 2024Q4: 13,407 shares; 2025Q1: 13,391 shares; 2025Q2: 13,324 shares; 2025Q3: 16,614 shares; 2025Q4: 16,335 shares; 2026Q1: 32,601 shares 32,601 $864K 0.35% +16,266 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: 5,226 shares; 2024Q4: 4,936 shares; 2025Q1: 4,986 shares; 2025Q2: 5,025 shares; 2025Q3: 5,026 shares; 2025Q4: 5,055 shares; 2026Q1: 5,016 shares 5,016 $851K 0.34% -39 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,088 shares; 2025Q1: 10,110 shares; 2025Q2: 10,103 shares; 2025Q3: 14,954 shares; 2025Q4: 14,613 shares; 2026Q1: 14,593 shares 14,593 $827K 0.34% -20 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 145,952 shares; 2026Q1: 145,206 shares 145,206 $799K 0.32% -746 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,752 shares; 2025Q2: 20,662 shares; 2025Q3: 13,182 shares; 2025Q4: 13,106 shares; 2026Q1: 9,576 shares 9,576 $794K 0.32% -3,530 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 18,591 shares; 2025Q1: 18,591 shares; 2025Q2: 24,982 shares; 2025Q3: 25,129 shares; 2025Q4: 25,134 shares; 2026Q1: 25,134 shares 25,134 $771K 0.31% 0 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: 453 shares; 2024Q4: 453 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares 2,363 $758K 0.31% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $751K 0.3% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,101 shares; 2024Q4: 14,071 shares; 2025Q1: 16,309 shares; 2025Q2: 13,061 shares; 2025Q3: 13,651 shares; 2025Q4: 11,068 shares; 2026Q1: 12,022 shares 12,022 $751K 0.3% +954 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,642 shares; 2025Q1: 1,154 shares; 2025Q2: 1,114 shares; 2025Q3: 1,030 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $717K 0.29% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 4,688 shares; 2025Q2: 4,577 shares; 2025Q3: 4,583 shares; 2025Q4: 4,589 shares; 2026Q1: 4,601 shares 4,601 $714K 0.29% +12 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 4,412 shares 4,412 $694K 0.28% +4,404 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 114,318 shares; 2025Q1: 95,197 shares; 2025Q2: 94,590 shares; 2025Q3: 125,851 shares; 2025Q4: 122,969 shares; 2026Q1: 122,645 shares 122,645 $684K 0.28% -324 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: 9,020 shares; 2024Q4: 9,020 shares; 2025Q1: 9,023 shares; 2025Q2: 9,024 shares; 2025Q3: 9,026 shares; 2025Q4: 9,025 shares; 2026Q1: 9,038 shares 9,038 $681K 0.28% +13 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: 6,158 shares; 2024Q4: 6,158 shares; 2025Q1: 5,981 shares; 2025Q2: 6,006 shares; 2025Q3: 6,016 shares; 2025Q4: 5,839 shares; 2026Q1: 5,617 shares 5,617 $676K 0.27% -222 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,816 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,847 shares; 2026Q1: 2,866 shares 2,866 $623K 0.25% +19 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,200 shares; 2025Q2: 1,240 shares; 2025Q3: 1,311 shares; 2025Q4: 1,361 shares; 2026Q1: 1,465 shares 1,465 $545K 0.22% +104 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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 shares; 2025Q3: 1 shares; 2025Q4: 10,912 shares; 2026Q1: 10,891 shares 10,891 $538K 0.22% -21 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: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,257 shares; 2025Q3: 3,254 shares; 2025Q4: 3,266 shares; 2026Q1: 3,281 shares 3,281 $524K 0.21% +15 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,735 shares; 2025Q1: 5,575 shares; 2025Q2: 5,468 shares; 2025Q3: 5,486 shares; 2025Q4: 5,501 shares; 2026Q1: 5,489 shares 5,489 $509K 0.21% -12 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,843 shares; 2025Q2: 9,271 shares; 2025Q3: 9,282 shares; 2025Q4: 9,299 shares; 2026Q1: 9,268 shares 9,268 $506K 0.21% -31 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: 2,336 shares; 2024Q4: 2,360 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,298 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares 2,299 $494K 0.2% 0 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: 855 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 1,100 shares; 2025Q4: 897 shares; 2026Q1: 811 shares 811 $485K 0.2% -86 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: 470 shares; 2024Q4: 473 shares; 2025Q1: 490 shares; 2025Q2: 499 shares; 2025Q3: 494 shares; 2025Q4: 500 shares; 2026Q1: 509 shares 509 $468K 0.19% +9 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: 3,100 shares; 2024Q4: 4,771 shares; 2025Q1: 4,128 shares; 2025Q2: 7,294 shares; 2025Q3: 7,502 shares; 2025Q4: 7,187 shares; 2026Q1: 8,658 shares 8,658 $468K 0.19% +1,471 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: 1,430 shares; 2024Q4: 1,190 shares; 2025Q1: 1,228 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,306 shares; 2026Q1: 1,359 shares 1,359 $421K 0.17% +53 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 665 shares; 2025Q2: 681 shares; 2025Q3: 662 shares; 2025Q4: 1,072 shares; 2026Q1: 848 shares 848 $406K 0.16% -224 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: 627 shares; 2024Q4: 657 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $406K 0.16% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,455 shares; 2025Q1: 1,458 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,462 shares; 2026Q1: 1,473 shares 1,473 $393K 0.16% +11 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,356 shares; 2025Q1: 2,081 shares; 2025Q2: 4,063 shares; 2025Q3: 4,074 shares; 2025Q4: 5,662 shares; 2026Q1: 8,246 shares 8,246 $385K 0.16% +2,584 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: 3,832 shares; 2024Q4: 3,972 shares; 2025Q1: 4,376 shares; 2025Q2: 4,398 shares; 2025Q3: 4,396 shares; 2025Q4: 5,348 shares; 2026Q1: 4,982 shares 4,982 $329K 0.13% -366 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,160 shares; 2025Q3: 6,160 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares 6,170 $326K 0.13% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 19,970 shares 19,970 $318K 0.13% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 619 shares; 2026Q1: 626 shares 626 $313K 0.13% +7 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: 813 shares; 2024Q4: 813 shares; 2025Q1: 868 shares; 2025Q2: 875 shares; 2025Q3: 870 shares; 2025Q4: 876 shares; 2026Q1: 885 shares 885 $311K 0.13% +9 Timeline RMCF ROCKY MTN CHOCOLATE FACTORY More: the full row for ROCKY MTN CHOCOLATE FACTORY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,759 shares; 2026Q1: 134,867 shares 134,867 $303K 0.12% +64,108 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 8,738 shares; 2025Q1: 8,269 shares; 2025Q2: 8,272 shares; 2025Q3: 8,271 shares; 2025Q4: 8,273 shares; 2026Q1: 8,289 shares 8,289 $296K 0.12% +16 Timeline SCHO 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: 17,608 shares; 2024Q4: 33,842 shares; 2025Q1: 21,832 shares; 2025Q2: 21,673 shares; 2025Q3: 21,520 shares; 2025Q4: 11,724 shares; 2026Q1: 11,724 shares 11,724 $285K 0.12% 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: 1,114 shares; 2024Q4: 1,110 shares; 2025Q1: 1,198 shares; 2025Q2: 1,225 shares; 2025Q3: 1,227 shares; 2025Q4: 1,241 shares; 2026Q1: 1,150 shares 1,150 $281K 0.11% -91 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: 3,415 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 5,871 shares; 2025Q4: 5,871 shares; 2026Q1: 7,014 shares 7,014 $258K 0.1% +1,143 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,811 shares; 2025Q1: 4,179 shares; 2025Q2: 4,217 shares; 2025Q3: 4,792 shares; 2025Q4: 4,800 shares; 2026Q1: 4,822 shares 4,822 $251K 0.1% +22 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: 250 shares; 2024Q4: 327 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 408 shares; 2025Q4: 422 shares; 2026Q1: 415 shares 415 $240K 0.1% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,160 shares; 2026Q1: 18,638 shares 18,638 $236K 0.1% +478 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: 5,080 shares; 2024Q4: 5,178 shares; 2025Q1: 5,163 shares; 2025Q2: 4,005 shares; 2025Q3: 2,899 shares; 2025Q4: 2,540 shares; 2026Q1: 2,604 shares 2,604 $236K 0.1% +64 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,236 shares; 2025Q1: 6,113 shares; 2025Q2: 2,251 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 2,966 shares 2,966 $233K 0.09% -539 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 6,755 shares; 2025Q4: 6,755 shares; 2026Q1: 6,755 shares 6,755 $227K 0.09% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,476 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 4,509 shares; 2026Q1: 4,526 shares 4,526 $208K 0.08% +17 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,118 shares; 2025Q2: 2,125 shares; 2025Q3: 2,121 shares; 2025Q4: 2,128 shares; 2026Q1: 2,139 shares 2,139 $197K 0.08% +11 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 9,344 shares; 2025Q1: 9,344 shares; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares 5,789 $197K 0.08% 0 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: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,059 shares; 2025Q4: 1,062 shares; 2026Q1: 1,068 shares 1,068 $195K 0.08% +6 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: 2,854 shares; 2024Q4: 2,856 shares; 2025Q1: 2,499 shares; 2025Q2: 2,574 shares; 2025Q3: 2,427 shares; 2025Q4: 2,451 shares; 2026Q1: 2,426 shares 2,426 $193K 0.08% -25 Timeline VONE 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: 1,544 shares; 2024Q4: 1,604 shares; 2025Q1: 1,114 shares; 2025Q2: 1,105 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654 $193K 0.08% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $192K 0.08% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 836 shares; 2025Q1: 758 shares; 2025Q2: 492 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 733 shares 733 $176K 0.07% -178 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $171K 0.07% 0 Timeline ESML 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: 4,016 shares; 2024Q4: 3,611 shares; 2025Q1: 3,616 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,628 shares; 2026Q1: 3,618 shares 3,618 $170K 0.07% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,684 shares; 2025Q1: 3,689 shares; 2025Q2: 3,735 shares; 2025Q3: 3,731 shares; 2025Q4: 3,769 shares; 2026Q1: 3,813 shares 3,813 $168K 0.07% +44 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: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 8,695 shares; 2026Q1: 8,698 shares 8,698 $168K 0.07% +3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,500 shares 1,500 $163K 0.07% +500 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $161K 0.07% 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: 2,092 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 3,209 shares 3,209 $156K 0.06% -909 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 209 shares; 2025Q2: 518 shares; 2025Q3: 557 shares; 2025Q4: 563 shares; 2026Q1: 574 shares 574 $155K 0.06% +11 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: 221 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 409 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares 459 $155K 0.06% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,241 shares; 2026Q1: 6,423 shares 6,423 $152K 0.06% +182 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,123 shares; 2026Q1: 8,340 shares 8,340 $150K 0.06% +217 Timeline DFSU 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: 3,656 shares 3,656 $150K 0.06% new 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $150K 0.06% 0 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 741 shares; 2025Q2: 753 shares; 2025Q3: 754 shares; 2025Q4: 761 shares; 2026Q1: 771 shares 771 $149K 0.06% +10 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: 968 shares; 2024Q4: 969 shares; 2025Q1: 1,039 shares; 2025Q2: 969 shares; 2025Q3: 979 shares; 2025Q4: 992 shares; 2026Q1: 1,024 shares 1,024 $148K 0.06% +32 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $148K 0.06% new Timeline SUSB 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: 5,890 shares; 2024Q4: 5,890 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,890 shares; 2025Q4: 5,890 shares; 2026Q1: 5,890 shares 5,890 $148K 0.06% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 792 shares; 2025Q3: 1,295 shares; 2025Q4: 1,496 shares; 2026Q1: 1,498 shares 1,498 $148K 0.06% +2 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: 2,398 shares; 2024Q4: 2,333 shares; 2025Q1: 2,353 shares; 2025Q2: 2,372 shares; 2025Q3: 2,373 shares; 2025Q4: 2,368 shares; 2026Q1: 2,397 shares 2,397 $145K 0.06% +29 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $144K 0.06% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,621 shares; 2026Q1: 12,988 shares 12,988 $144K 0.06% +367 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,900 shares; 2026Q1: 5,000 shares 5,000 $140K 0.06% -1,900 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: 3,419 shares; 2024Q4: 3,339 shares; 2025Q1: 3,290 shares; 2025Q2: 3,292 shares; 2025Q3: 3,109 shares; 2025Q4: 3,118 shares; 2026Q1: 3,010 shares 3,010 $137K 0.06% -108 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,113 shares; 2025Q2: 3,110 shares; 2025Q3: 3,114 shares; 2025Q4: 2,367 shares; 2026Q1: 2,209 shares 2,209 $137K 0.06% -158 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: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,003 shares; 2025Q2: 1,005 shares; 2025Q3: 1,000 shares; 2025Q4: 1,012 shares; 2026Q1: 1,033 shares 1,033 $136K 0.06% +21 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 706 shares; 2025Q2: 711 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 713 shares 713 $135K 0.05% -5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 931 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 958 shares; 2026Q1: 965 shares 965 $134K 0.05% +7 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: 1,405 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,074 shares 2,074 $133K 0.05% -495 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: 182 shares; 2024Q4: 172 shares; 2025Q1: 179 shares; 2025Q2: 197 shares; 2025Q3: 124 shares; 2025Q4: 126 shares; 2026Q1: 404 shares 404 $133K 0.05% +278 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 495 shares; 2025Q2: 527 shares; 2025Q3: 535 shares; 2025Q4: 537 shares; 2026Q1: 457 shares 457 $131K 0.05% -80 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 494 shares 494 $129K 0.05% +6 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,197 shares; 2025Q1: 3,119 shares; 2025Q2: 2,043 shares; 2025Q3: 1,788 shares; 2025Q4: 1,794 shares; 2026Q1: 1,798 shares 1,798 $126K 0.05% +4 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,581 shares; 2026Q1: 10,956 shares 10,956 $124K 0.05% +375 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,221 shares; 2025Q2: 1,231 shares; 2025Q3: 2,335 shares; 2025Q4: 2,334 shares; 2026Q1: 2,360 shares 2,360 $121K 0.05% +26 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: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,025 shares; 2025Q2: 2,049 shares; 2025Q3: 2,043 shares; 2025Q4: 2,045 shares; 2026Q1: 2,076 shares 2,076 $120K 0.05% +31 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 811 shares; 2025Q2: 816 shares; 2025Q3: 815 shares; 2025Q4: 823 shares; 2026Q1: 529 shares 529 $120K 0.05% -294 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $116K 0.05% 0 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: 470 shares; 2024Q4: 494 shares; 2025Q1: 432 shares; 2025Q2: 906 shares; 2025Q3: 758 shares; 2025Q4: 766 shares; 2026Q1: 767 shares 767 $112K 0.05% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,125 shares; 2025Q3: 1,122 shares; 2025Q4: 1,127 shares; 2026Q1: 1,129 shares 1,129 $110K 0.04% +2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 987 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $105K 0.04% 0 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: 3,441 shares; 2024Q4: 3,441 shares; 2025Q1: 3,441 shares; 2025Q2: 3,441 shares; 2025Q3: 3,441 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares 2,747 $104K 0.04% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820 $101K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 820 shares; 2025Q4: 821 shares; 2026Q1: 1,024 shares 1,024 $101K 0.04% +203 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,701 shares; 2025Q1: 2,005 shares; 2025Q2: 1,486 shares; 2025Q3: 1,485 shares; 2025Q4: 1,489 shares; 2026Q1: 1,496 shares 1,496 $99.5K 0.04% +7 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 812 shares; 2025Q4: 135 shares; 2026Q1: 140 shares 140 $99.4K 0.04% +5 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,514 shares; 2025Q3: 1,513 shares; 2025Q4: 1,515 shares; 2026Q1: 1,518 shares 1,518 $99.4K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares 888 $98K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 1,008 shares; 2026Q1: 1,006 shares 1,006 $97K 0.04% -2 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,815 shares 1,815 $96.6K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 950 shares; 2025Q1: 959 shares; 2025Q2: 974 shares; 2025Q3: 978 shares; 2025Q4: 976 shares; 2026Q1: 997 shares 997 $96.2K 0.04% +21 Timeline DFSI 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: 2,267 shares 2,267 $96.1K 0.04% new 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: 99 shares; 2024Q4: 97 shares; 2025Q1: 246 shares; 2025Q2: 226 shares; 2025Q3: 272 shares; 2025Q4: 246 shares; 2026Q1: 282 shares 282 $95.3K 0.04% +36 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 419 shares; 2025Q2: 283 shares; 2025Q3: 279 shares; 2025Q4: 290 shares; 2026Q1: 315 shares 315 $95.2K 0.04% +25 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,461 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $93.3K 0.04% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 288 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 289 shares 289 $93K 0.04% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $86.7K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,055 shares; 2025Q1: 902 shares; 2025Q2: 599 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $86.4K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,140 shares; 2025Q2: 1,184 shares; 2025Q3: 1,164 shares; 2025Q4: 1,199 shares; 2026Q1: 1,129 shares 1,129 $85.9K 0.03% -70 Timeline DFSV 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: 2,370 shares 2,370 $83K 0.03% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $81.5K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,580 shares; 2025Q1: 2,685 shares; 2025Q2: 3,287 shares; 2025Q3: 3,183 shares; 2025Q4: 2,813 shares; 2026Q1: 2,876 shares 2,876 $80.8K 0.03% +63 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is 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: 7,806 shares 7,806 $80.6K 0.03% new 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: 27 shares; 2024Q4: 26 shares; 2025Q1: 44 shares; 2025Q2: 54 shares; 2025Q3: 356 shares; 2025Q4: 364 shares; 2026Q1: 387 shares 387 $80.1K 0.03% +23 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,867 shares 1,867 $79.1K 0.03% new 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 644 shares; 2025Q2: 686 shares; 2025Q3: 1,491 shares; 2025Q4: 1,531 shares; 2026Q1: 1,553 shares 1,553 $78K 0.03% +22 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $77.9K 0.03% 0 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: 966 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,464 shares 1,464 $77.3K 0.03% -444 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $74.7K 0.03% 0 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 654 shares; 2025Q2: 661 shares; 2025Q3: 660 shares; 2025Q4: 664 shares; 2026Q1: 667 shares 667 $73.2K 0.03% +3 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: 313 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 451 shares; 2025Q4: 338 shares; 2026Q1: 277 shares 277 $72.6K 0.03% -61 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: 905 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,739 shares; 2025Q3: 2,747 shares; 2025Q4: 2,755 shares; 2026Q1: 2,763 shares 2,763 $70.8K 0.03% +8 Timeline IMTM 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: 971 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,475 shares 1,475 $70.8K 0.03% -410 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $69.7K 0.03% 0 Timeline PFM 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares 1,358 $69.4K 0.03% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 720 shares; 2026Q1: 741 shares 741 $69.4K 0.03% +21 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 611 shares; 2025Q2: 629 shares; 2025Q3: 628 shares; 2025Q4: 623 shares; 2026Q1: 661 shares 661 $67.9K 0.03% +38 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 665 shares; 2025Q2: 674 shares; 2025Q3: 679 shares; 2025Q4: 732 shares; 2026Q1: 749 shares 749 $67.1K 0.03% +17 Timeline DIHP 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: 1,311 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,080 shares 2,080 $67K 0.03% -639 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 98 shares; 2026Q1: 405 shares 405 $66.7K 0.03% +307 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 127 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 106 shares; 2026Q1: 109 shares 109 $65.9K 0.03% +3 Timeline IWR 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $65.6K 0.03% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares 1,654 $65.2K 0.03% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $64.4K 0.03% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $60.1K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 403 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 408 shares; 2026Q1: 411 shares 411 $59.7K 0.02% +3 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: 512 shares; 2024Q4: 510 shares; 2025Q1: 538 shares; 2025Q2: 579 shares; 2025Q3: 577 shares; 2025Q4: 602 shares; 2026Q1: 601 shares 601 $57.9K 0.02% -1 Timeline IBMO 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares 2,221 $56.9K 0.02% 0 Timeline IBMP 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: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $56.8K 0.02% 0 Timeline IBMQ 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: 2,217 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares 2,217 $56.6K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 258 shares; 2025Q3: 259 shares; 2025Q4: 215 shares; 2026Q1: 196 shares 196 $56.3K 0.02% -19 Timeline IBMR 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: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares 2,219 $56.3K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 65 shares; 2026Q1: 66 shares 66 $55.8K 0.02% +1 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $55.8K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $55.3K 0.02% 0 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: 194 shares; 2024Q4: 223 shares; 2025Q1: 316 shares; 2025Q2: 230 shares; 2025Q3: 213 shares; 2025Q4: 205 shares; 2026Q1: 222 shares 222 $55.1K 0.02% +17 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: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $53.2K 0.02% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 214 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 222 shares 222 $52.5K 0.02% +10 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 235 shares; 2025Q2: 136 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $50K 0.02% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $49.5K 0.02% 0 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,632 shares; 2025Q2: 1,546 shares; 2025Q3: 1,550 shares; 2025Q4: 1,549 shares; 2026Q1: 1,682 shares 1,682 $48.8K 0.02% +133 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,006 shares; 2025Q3: 1,011 shares; 2025Q4: 1,030 shares; 2026Q1: 1,044 shares 1,044 $48.5K 0.02% +14 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $48.3K 0.02% 0 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: 329 shares; 2024Q4: 329 shares; 2025Q1: 332 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 361 shares; 2026Q1: 368 shares 368 $47.4K 0.02% +7 Timeline PDLB PONCE FINANCIAL GROUP INC More: the full row for PONCE FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,500 shares; 2025Q1: 2,600 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $46.8K 0.02% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 438 shares; 2026Q1: 432 shares 432 $46.1K 0.02% -6 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 99 shares; 2025Q3: 92 shares; 2025Q4: 101 shares; 2026Q1: 100 shares 100 $46.1K 0.02% -1 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 127 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 133 shares 133 $45.9K 0.02% +3 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 212 shares; 2025Q4: 216 shares; 2026Q1: 217 shares 217 $45.9K 0.02% +1 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 2,165 shares; 2026Q1: 2,167 shares 2,167 $45.8K 0.02% +2 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: 146 shares; 2024Q4: 144 shares; 2025Q1: 274 shares; 2025Q2: 349 shares; 2025Q3: 199 shares; 2025Q4: 209 shares; 2026Q1: 224 shares 224 $45.6K 0.02% +15 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: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 454 shares 454 $45.1K 0.02% -357 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: 988 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 341 shares; 2025Q3: 216 shares; 2025Q4: 220 shares; 2026Q1: 224 shares 224 $44.6K 0.02% +4 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 370 shares; 2025Q4: 371 shares; 2026Q1: 375 shares 375 $44.3K 0.02% +4 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 121 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 132 shares; 2026Q1: 142 shares 142 $44.2K 0.02% +10 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 144 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 150 shares; 2026Q1: 151 shares 151 $44K 0.02% +1 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 1,016 shares; 2025Q1: 507 shares; 2025Q2: 1,994 shares; 2025Q3: 2,556 shares; 2025Q4: 2,731 shares; 2026Q1: 3,448 shares 3,448 $43.9K 0.02% +717 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 1,105 shares 1,105 $43.9K 0.02% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE 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: 1,219 shares; 2025Q3: 1,704 shares; 2025Q4: 2,400 shares; 2026Q1: 2,903 shares 2,903 $43.6K 0.02% +503 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 145 shares; 2025Q2: 152 shares; 2025Q3: 149 shares; 2025Q4: 168 shares; 2026Q1: 177 shares 177 $42.9K 0.02% +9 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,808 shares; 2025Q4: 2,810 shares; 2026Q1: 2,808 shares 2,808 $42.3K 0.02% -2 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: 376 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 376 shares; 2025Q3: 331 shares; 2025Q4: 337 shares; 2026Q1: 342 shares 342 $41.4K 0.02% +5 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: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 589 shares 589 $40.1K 0.02% -138 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 683 shares; 2025Q2: 687 shares; 2025Q3: 684 shares; 2025Q4: 686 shares; 2026Q1: 709 shares 709 $39.9K 0.02% +23 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: 2,625 shares; 2024Q4: 625 shares; 2025Q1: 593 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 595 shares; 2026Q1: 431 shares 431 $39.9K 0.02% -164 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,889 shares; 2026Q1: 1,965 shares 1,965 $39.4K 0.02% +76 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 113 shares 113 $38.8K 0.02% +5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $38K 0.02% 0 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $37.1K 0.02% 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $37K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 234 shares; 2025Q1: 248 shares; 2025Q2: 249 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 275 shares 275 $36.4K 0.01% +20 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 116 shares; 2025Q3: 113 shares; 2025Q4: 119 shares; 2026Q1: 120 shares 120 $36.2K 0.01% +1 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 2,142 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,428 shares 1,428 $35.8K 0.01% -193 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 16,945 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $35.5K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 205 shares; 2025Q4: 202 shares; 2026Q1: 201 shares 201 $34.7K 0.01% -1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $34.1K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 1,114 shares 1,114 $34K 0.01% +301 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: 294 shares; 2024Q4: 298 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 302 shares 302 $33.9K 0.01% +2 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $33.8K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 181 shares; 2025Q3: 180 shares; 2025Q4: 183 shares; 2026Q1: 186 shares 186 $33.5K 0.01% +3 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 239 shares; 2025Q2: 240 shares; 2025Q3: 241 shares; 2025Q4: 240 shares; 2026Q1: 238 shares 238 $33.4K 0.01% -2 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $33K 0.01% 0 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: 36 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 38 shares 38 $32.9K 0.01% +1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $32.3K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $32.1K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 94 shares; 2025Q3: 93 shares; 2025Q4: 96 shares; 2026Q1: 98 shares 98 $32.1K 0.01% +2 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $32K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $31.6K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $31.3K 0.01% 0 Timeline FORA FORIAN INC More: the full row for FORIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $31.1K 0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 716 shares 716 $30.2K 0.01% -33 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 277 shares; 2026Q1: 289 shares 289 $30.2K 0.01% +12 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: 131 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $29.4K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 52 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 60 shares 60 $29.1K 0.01% +8 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $27.9K 0.01% new Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP 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: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852 $27.4K 0.01% 0 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $27.4K 0.01% 0 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: 423 shares; 2024Q4: 423 shares; 2025Q1: 432 shares; 2025Q2: 302 shares; 2025Q3: 297 shares; 2025Q4: 300 shares; 2026Q1: 320 shares 320 $27.3K 0.01% +20 Timeline AXTI AXT INC More: the full row for AXT 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: 470 shares 470 $26.8K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $26.5K 0.01% 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 52 shares; 2025Q3: 80 shares; 2025Q4: 87 shares; 2026Q1: 93 shares 93 $26.4K 0.01% +6 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 340 shares; 2025Q2: 349 shares; 2025Q3: 346 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $26.4K 0.01% 0 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: 208 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $26.3K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $24.9K 0.01% 0 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: 271 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $24.8K 0.01% 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 704 shares; 2025Q2: 716 shares; 2025Q3: 713 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $24.8K 0.01% 0 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: 171 shares; 2024Q4: 167 shares; 2025Q1: 174 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 190 shares; 2026Q1: 189 shares 189 $24.8K 0.01% -1 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 181 shares; 2025Q4: 183 shares; 2026Q1: 187 shares 187 $24.5K 0.01% +4 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares 1,310 $24.5K 0.01% +4 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $23.7K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares 118 $23.3K 0.01% new Timeline AVSC 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: 154 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 373 shares 373 $23.2K 0.01% -336 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,444 shares; 2025Q2: 423 shares; 2025Q3: 322 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $23K 0.01% 0 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: 428 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 332 shares; 2025Q3: 329 shares; 2025Q4: 228 shares; 2026Q1: 235 shares 235 $23K 0.01% +7 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $22.9K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326 shares; 2025Q2: 1,167 shares; 2025Q3: 1,169 shares; 2025Q4: 1,171 shares; 2026Q1: 1,170 shares 1,170 $22.7K 0.01% -1 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 312 shares 312 $22.4K 0.01% +3 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,792 shares; 2025Q1: 1,891 shares; 2025Q2: 1,865 shares; 2025Q3: 1,879 shares; 2025Q4: 1,966 shares; 2026Q1: 1,915 shares 1,915 $22.1K 0.01% -51 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 16 shares 16 $21.1K 0.01% +11 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 245 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 259 shares; 2026Q1: 262 shares 262 $21K 0.01% +3 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 1,522 shares; 2025Q2: 1,537 shares; 2025Q3: 1,549 shares; 2025Q4: 1,369 shares; 2026Q1: 1,445 shares 1,445 $20.9K 0.01% +76 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: 142 shares; 2024Q4: 226 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 646 shares; 2025Q4: 642 shares; 2026Q1: 542 shares 542 $20.8K 0.01% -100 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 222 shares; 2025Q3: 233 shares; 2025Q4: 1,297 shares; 2026Q1: 1,294 shares 1,294 $20.5K 0.01% -3 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 427 shares 427 $20.5K 0.01% -330 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $20.4K 0.01% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $20.2K 0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 21 shares; 2026Q1: 23 shares 23 $20.1K 0.01% +2 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $20K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 204 shares; 2025Q2: 220 shares; 2025Q3: 219 shares; 2025Q4: 230 shares; 2026Q1: 231 shares 231 $19.3K 0.01% +1 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 35 shares; 2026Q1: 39 shares 39 $19.2K 0.01% +4 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $19.1K 0.01% 0 Timeline EMAT EVOLUTION METALS & TECH CORP More: the full row for EVOLUTION METALS & TECH 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: 2,500 shares 2,500 $19K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 154 shares; 2026Q1: 114 shares 114 $18.7K 0.01% -40 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 109 shares; 2026Q1: 110 shares 110 $18.6K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $18.3K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 225 shares 225 $18.1K 0.01% -172 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 94 shares; 2026Q1: 99 shares 99 $18.1K 0.01% +5 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 66 shares; 2025Q2: 71 shares; 2025Q3: 68 shares; 2025Q4: 71 shares; 2026Q1: 78 shares 78 $18K 0.01% +7 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 2,000 shares 2,000 $17.5K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,527 shares; 2025Q1: 2,445 shares; 2025Q2: 860 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $17K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 260 shares; 2025Q3: 259 shares; 2025Q4: 263 shares; 2026Q1: 267 shares 267 $16.8K 0.01% +4 Timeline SPYD 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: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $16.7K 0.01% 0 Timeline JRVR JAMES RIV GROUP HOLDINGS INC More: the full row for JAMES RIV GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $16.4K 0.01% 0 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: not reported; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 70 shares; 2026Q1: 84 shares 84 $16.3K 0.01% +14 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 286 shares; 2026Q1: 286 shares 286 $16.3K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 111 shares; 2026Q1: 112 shares 112 $16K 0.01% +1 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 78 shares; 2026Q1: 80 shares 80 $15.8K 0.01% +2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 158 shares; 2025Q1: 170 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 168 shares; 2026Q1: 173 shares 173 $15.7K 0.01% +5 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 202 shares; 2026Q1: 202 shares 202 $15.4K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $15.1K 0.01% new 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: 84 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 112 shares 112 $14.8K 0.01% -10 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: not reported; 2025Q3: 24 shares; 2025Q4: 26 shares; 2026Q1: 96 shares 96 $14.7K 0.01% +70 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: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 37 shares; 2026Q1: 40 shares 40 $14.3K 0.01% +3 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 170 shares 170 $14K 0.01% +125 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 179 shares; 2025Q2: 192 shares; 2025Q3: 188 shares; 2025Q4: 186 shares; 2026Q1: 193 shares 193 $14K 0.01% +7 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: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 3,908 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares 1,954 $13.6K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $13.6K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 611 shares; 2025Q2: 602 shares; 2025Q3: 615 shares; 2025Q4: 605 shares; 2026Q1: 603 shares 603 $13.6K 0.01% -2 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $13.5K 0.01% new 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: 267 shares; 2024Q4: 267 shares; 2025Q1: 285 shares; 2025Q2: 309 shares; 2025Q3: 101 shares; 2025Q4: 114 shares; 2026Q1: 144 shares 144 $13.4K 0.01% +30 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $13.1K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,295 shares 2,295 $12.9K 0.01% -230 Timeline SCHZ 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: 9,819 shares; 2024Q4: 15,596 shares; 2025Q1: 14,652 shares; 2025Q2: 14,652 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $12.8K 0.01% 0 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: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $12.8K 0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $12.6K 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $12.4K 0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $12K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 325 shares; 2025Q1: 525 shares; 2025Q2: 538 shares; 2025Q3: 536 shares; 2025Q4: 543 shares; 2026Q1: 548 shares 548 $11.8K <0.01% +5 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 31 shares; 2026Q1: 33 shares 33 $11.8K <0.01% +2 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $11.1K <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: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 46 shares; 2026Q1: 51 shares 51 $10.9K <0.01% +5 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 80 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $10.7K <0.01% 0 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 186 shares 186 $10.6K <0.01% +60 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: 38 shares; 2025Q4: 36 shares; 2026Q1: 141 shares 141 $10.3K <0.01% +105 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.1K <0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $9.94K <0.01% 0 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $9.91K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 15 shares; 2025Q3: 11 shares; 2025Q4: 1,036 shares; 2026Q1: 1,014 shares 1,014 $9.26K <0.01% -22 Timeline ROBT 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.23K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 25 shares; 2026Q1: 27 shares 27 $9.23K <0.01% +2 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 160 shares; 2026Q1: 177 shares 177 $9.18K <0.01% +17 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 1,167 shares 1,167 $8.95K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $8.88K <0.01% 0 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 120 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 141 shares; 2026Q1: 151 shares 151 $8.88K <0.01% +10 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 365 shares; 2025Q4: 479 shares; 2026Q1: 446 shares 446 $8.86K <0.01% -33 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $8.77K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 103 shares; 2025Q4: 102 shares; 2026Q1: 104 shares 104 $8.71K <0.01% +2 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $8.69K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 95 shares 95 $8.64K <0.01% +65 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $8.57K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 12 shares; 2026Q1: 17 shares 17 $8.43K <0.01% +5 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 163 shares; 2025Q2: 168 shares; 2025Q3: 160 shares; 2025Q4: 165 shares; 2026Q1: 186 shares 186 $8.41K <0.01% +21 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 37 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $8.32K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 156 shares 156 $8.15K <0.01% +9 Timeline FDSB FIFTH DIST BANCORP INC More: the full row for FIFTH DIST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $8.15K <0.01% 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 55 shares; 2026Q1: 71 shares 71 $8.09K <0.01% +16 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $8.03K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 203 shares 203 $7.93K <0.01% +150 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $7.75K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $7.68K <0.01% 0 Timeline XXI TWENTY ONE CAP INC More: the full row for TWENTY ONE CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,200 shares 1,200 $7.68K <0.01% +200 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 24 shares 24 $7.54K <0.01% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $7.36K <0.01% +1 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 23 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 26 shares 26 $7.16K <0.01% +5 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: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.08K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $6.54K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 116 shares; 2025Q2: 132 shares; 2025Q3: 148 shares; 2025Q4: 196 shares; 2026Q1: 226 shares 226 $6.52K <0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $6.49K <0.01% 0 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $6.49K <0.01% 0 Timeline ANDG ANDERSEN GROUP INC More: the full row for ANDERSEN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $6.45K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 42 shares; 2025Q2: 35 shares; 2025Q3: 37 shares; 2025Q4: 36 shares; 2026Q1: 49 shares 49 $6.42K <0.01% +13 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: 164 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $6.39K <0.01% 0 Timeline EMCR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 164 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $6.39K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 104 shares; 2025Q2: 116 shares; 2025Q3: 107 shares; 2025Q4: 129 shares; 2026Q1: 126 shares 126 $6.18K <0.01% -3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,381 shares; 2024Q4: 15,247 shares; 2025Q1: 15,221 shares; 2025Q2: 15,118 shares; 2025Q3: 14,511 shares; 2025Q4: 12,750 shares; 2026Q1: 127 shares 127 $6.12K <0.01% -12,623 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: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 10 shares; 2026Q1: 19 shares 19 $6.04K <0.01% +9 Timeline EVX 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $6K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 230 shares 230 $5.99K <0.01% +191 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $5.93K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 736 shares 736 $5.84K <0.01% +558 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 279 shares 279 $5.78K <0.01% +195 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 13 shares; 2026Q1: 29 shares 29 $5.75K <0.01% +16 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $5.72K <0.01% 0 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: 80 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $5.71K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 19 shares; 2026Q1: 21 shares 21 $5.68K <0.01% +2 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 397 shares; 2025Q3: 522 shares; 2025Q4: 582 shares; 2026Q1: 685 shares 685 $5.66K <0.01% +103 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 267 shares 267 $5.65K <0.01% +216 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 10 shares 10 $5.63K <0.01% +5 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 10,042 shares; 2025Q4: 1,000 shares; 2026Q1: 8,709 shares 8,709 $5.38K <0.01% +7,709 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: not reported; 2024Q4: 14 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 39 shares; 2025Q4: 41 shares; 2026Q1: 33 shares 33 $5.29K <0.01% -8 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 78 shares; 2025Q3: 71 shares; 2025Q4: 75 shares; 2026Q1: 74 shares 74 $5.23K <0.01% -1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 94 shares 94 $5.19K <0.01% +68 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: 10 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 18 shares; 2026Q1: 26 shares 26 $5.14K <0.01% +8 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 83 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 77 shares 77 $5.03K <0.01% -5 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $5K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 34 shares; 2026Q1: 46 shares 46 $4.98K <0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 20 shares 20 $4.85K <0.01% +7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $4.81K <0.01% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 31 shares; 2025Q4: 35 shares; 2026Q1: 38 shares 38 $4.8K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 29 shares; 2026Q1: 102 shares 102 $4.79K <0.01% +73 Timeline IDEF 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: 68 shares; 2025Q3: 68 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $4.66K <0.01% 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 55 shares 55 $4.56K <0.01% -2 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: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $4.56K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 41 shares; 2026Q1: 52 shares 52 $4.51K <0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 5 shares 5 $4.48K <0.01% +3 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: 3 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 10 shares 10 $4.47K <0.01% +3 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 36 shares 36 $4.42K <0.01% +6 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: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 18 shares; 2026Q1: 37 shares 37 $4.39K <0.01% +19 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 11 shares 11 $4.38K <0.01% +5 Timeline IX ORIX CORP More: the full row for ORIX 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: 24 shares; 2025Q4: 20 shares; 2026Q1: 145 shares 145 $4.35K <0.01% +125 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: 638 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 668 shares; 2026Q1: 839 shares 839 $4.34K <0.01% +171 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 10 shares 10 $4.32K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 10 shares 10 $4.25K <0.01% +2 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: 25 shares; 2025Q2: 8 shares; 2025Q3: 7 shares; 2025Q4: 13 shares; 2026Q1: 31 shares 31 $4.22K <0.01% +18 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 329 shares; 2025Q2: 326 shares; 2025Q3: 371 shares; 2025Q4: 228 shares; 2026Q1: 299 shares 299 $4.2K <0.01% +71 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 18 shares 18 $4.15K <0.01% +2 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 26 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares; 2026Q1: 33 shares 33 $4.12K <0.01% +3 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 shares; 2024Q4: 4 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $4.08K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 16 shares 16 $4.01K <0.01% +3 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,057 shares; 2025Q2: 2,103 shares; 2025Q3: 2,086 shares; 2025Q4: 2,158 shares; 2026Q1: 139 shares 139 $3.99K <0.01% -2,019 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 126 shares; 2025Q3: 135 shares; 2025Q4: 141 shares; 2026Q1: 124 shares 124 $3.97K <0.01% -17 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.91K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 46 shares 46 $3.89K <0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 5 shares 5 $3.86K <0.01% +2 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $3.85K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 7 shares 7 $3.84K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 13 shares 13 $3.84K <0.01% +5 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 55 shares 55 $3.82K <0.01% +42 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: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 21 shares; 2025Q4: 25 shares; 2026Q1: 33 shares 33 $3.79K <0.01% +8 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 6 shares; 2026Q1: 18 shares 18 $3.78K <0.01% +12 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 20 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $3.74K <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $3.72K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 18 shares 18 $3.66K <0.01% +7 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.65K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 318 shares; 2025Q2: 418 shares; 2025Q3: 433 shares; 2025Q4: 378 shares; 2026Q1: 527 shares 527 $3.61K <0.01% +149 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $3.58K <0.01% 0 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 17 shares 17 $3.54K <0.01% +11 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 52 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 84 shares 84 $3.5K <0.01% +10 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.48K <0.01% 0 Timeline WELLS FARGO & CO 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $3.46K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 47 shares; 2025Q4: 26 shares; 2026Q1: 55 shares 55 $3.45K <0.01% +29 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: 157 shares; 2025Q4: 156 shares; 2026Q1: 201 shares 201 $3.41K <0.01% +45 Timeline SRBK SR BANCORP INC More: the full row for SR BANCORP 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: 100 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.38K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 8 shares 8 $3.33K <0.01% +2 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $3.31K <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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 19 shares 19 $3.28K <0.01% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.26K <0.01% 0 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 50 shares 50 $3.25K <0.01% +44 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: 6 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $3.25K <0.01% +1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 6 shares 6 $3.23K <0.01% +3 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 5 shares 5 $3.18K <0.01% +3 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: 19 shares; 2025Q3: 19 shares; 2025Q4: 25 shares; 2026Q1: 32 shares 32 $3.17K <0.01% +7 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 8 shares 8 $3.13K <0.01% +4 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: 23 shares; 2026Q1: 27 shares 27 $3.12K <0.01% +4 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 15 shares 15 $3.09K <0.01% +3 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 138 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $3.09K <0.01% 0 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: 43 shares; 2024Q4: 69 shares; 2025Q1: 160 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $3.08K <0.01% 0 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 18 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 41 shares 41 $3.06K <0.01% +9 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 7 shares 7 $3.05K <0.01% +2 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: 321 shares; 2024Q4: 315 shares; 2025Q1: 210 shares; 2025Q2: 211 shares; 2025Q3: 20 shares; 2025Q4: 30 shares; 2026Q1: 22 shares 22 $3.04K <0.01% -8 Timeline ALC ALCON AG More: the full row for ALCON 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: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 40 shares 40 $3.01K <0.01% +33 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares 81 $3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 13 shares; 2025Q4: 12 shares; 2026Q1: 19 shares 19 $2.99K <0.01% +7 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 73 shares; 2026Q1: 72 shares 72 $2.98K <0.01% -1 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $2.96K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 9 shares 9 $2.96K <0.01% +4 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 28 shares 28 $2.94K <0.01% +11 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 172 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 11 shares 11 $2.93K <0.01% +5 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 4 shares 4 $2.92K <0.01% +3 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 17 shares 17 $2.91K <0.01% +5 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 3 shares; 2026Q1: 9 shares 9 $2.91K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 26 shares; 2026Q1: 31 shares 31 $2.86K <0.01% +5 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.84K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 133 shares; 2025Q3: 143 shares; 2025Q4: 151 shares; 2026Q1: 209 shares 209 $2.82K <0.01% +58 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 11 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 32 shares; 2026Q1: 39 shares 39 $2.8K <0.01% +7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 10 shares 10 $2.79K <0.01% +1 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 13 shares 13 $2.79K <0.01% +6 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: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 7 shares 7 $2.78K <0.01% +3 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 75 shares; 2025Q4: 69 shares; 2026Q1: 351 shares 351 $2.77K <0.01% +282 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 20 shares 20 $2.75K <0.01% +13 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 28 shares; 2026Q1: 34 shares 34 $2.73K <0.01% +6 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 8 shares 8 $2.71K <0.01% +6 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: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 11 shares 11 $2.69K <0.01% +4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 12 shares; 2026Q1: 11 shares 11 $2.67K <0.01% -1 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 9 shares; 2026Q1: 143 shares 143 $2.65K <0.01% +134 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: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 11 shares 11 $2.63K <0.01% +3 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares 74 $2.62K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 14 shares 14 $2.61K <0.01% +6 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: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 6 shares 6 $2.6K <0.01% +4 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 43 shares 43 $2.58K <0.01% +26 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 13 shares 13 $2.58K <0.01% -4 Timeline MDA MDA SPACE LTD More: the full row for MDA SPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $2.53K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 12 shares 12 $2.48K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 28 shares; 2026Q1: 34 shares 34 $2.48K <0.01% +6 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $2.46K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 14 shares 14 $2.44K <0.01% +3 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: not reported; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 14 shares; 2026Q1: 18 shares 18 $2.44K <0.01% +4 Timeline