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: 1,030,456 shares; 2024Q4: 1,035,138 shares; 2025Q1: 1,050,711 shares; 2025Q2: 1,048,667 shares; 2025Q3: 1,038,053 shares; 2025Q4: 1,750,079 shares; 2026Q1: 1,782,808 shares 1,782,808 $1.03B 31.26% +32,729 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: 1,351,252 shares; 2024Q4: 1,343,814 shares; 2025Q1: 1,318,030 shares; 2025Q2: 1,293,985 shares; 2025Q3: 1,261,992 shares; 2025Q4: 961,621 shares; 2026Q1: 864,617 shares 864,617 $562M 17.08% -97,004 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: 879,404 shares; 2024Q4: 877,848 shares; 2025Q1: 871,042 shares; 2025Q2: 872,981 shares; 2025Q3: 826,643 shares; 2025Q4: 647,689 shares; 2026Q1: 598,567 shares 598,567 $358M 10.87% -49,122 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,783 shares; 2024Q4: 769,872 shares; 2025Q1: 784,274 shares; 2025Q2: 789,214 shares; 2025Q3: 1,077,944 shares; 2025Q4: 1,095,684 shares; 2026Q1: 2,221,114 shares 2,221,114 $214M 6.5% +1,125,430 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: 368,902 shares; 2024Q4: 368,902 shares; 2025Q1: 361,284 shares; 2025Q2: 361,284 shares; 2025Q3: 361,284 shares; 2025Q4: 338,605 shares; 2026Q1: 311,425 shares 311,425 $203M 6.18% -27,180 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: 109,408 shares; 2024Q4: 116,475 shares; 2025Q1: 142,893 shares; 2025Q2: 152,158 shares; 2025Q3: 159,111 shares; 2025Q4: 156,431 shares; 2026Q1: 201,536 shares 201,536 $66.2M 2.01% +45,105 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 2,116,302 shares; 2026Q1: 2,116,302 shares 2,116,302 $63.7M 1.94% 0 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: 150,070 shares; 2024Q4: 148,723 shares; 2025Q1: 143,668 shares; 2025Q2: 143,543 shares; 2025Q3: 1,138,513 shares; 2025Q4: 1,139,303 shares; 2026Q1: 1,139,488 shares 1,139,488 $61.6M 1.87% +185 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: 145,006 shares; 2024Q4: 143,914 shares; 2025Q1: 145,307 shares; 2025Q2: 242,045 shares; 2025Q3: 242,844 shares; 2025Q4: 242,817 shares; 2026Q1: 242,884 shares 242,884 $45.3M 1.38% +67 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,059 shares; 2024Q4: 284,094 shares; 2025Q1: 284,094 shares; 2025Q2: 380,494 shares; 2025Q3: 451,914 shares; 2025Q4: 477,049 shares; 2026Q1: 492,732 shares 492,732 $44.4M 1.35% +15,683 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,958 shares; 2024Q4: 486,103 shares; 2025Q1: 486,578 shares; 2025Q2: 721,671 shares; 2025Q3: 725,471 shares; 2025Q4: 929,106 shares; 2026Q1: 916,294 shares 916,294 $42.5M 1.29% -12,812 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,046 shares; 2024Q4: 503,611 shares; 2025Q1: 503,611 shares; 2025Q2: 503,186 shares; 2025Q3: 501,481 shares; 2025Q4: 501,236 shares; 2026Q1: 499,133 shares 499,133 $42.4M 1.29% -2,103 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316,400 shares; 2025Q2: 571,768 shares; 2025Q3: 617,878 shares; 2025Q4: 617,639 shares; 2026Q1: 617,639 shares 617,639 $38.7M 1.18% 0 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: 253,687 shares; 2024Q4: 258,055 shares; 2025Q1: 219,536 shares; 2025Q2: 216,631 shares; 2025Q3: 223,653 shares; 2025Q4: 233,096 shares; 2026Q1: 203,008 shares 203,008 $35.4M 1.08% -30,088 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,451 shares; 2024Q4: 129,432 shares; 2025Q1: 167,090 shares; 2025Q2: 200,550 shares; 2025Q3: 226,454 shares; 2025Q4: 251,929 shares; 2026Q1: 253,619 shares 253,619 $28.1M 0.85% +1,690 Timeline MCHI 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: 496,364 shares; 2024Q4: 493,515 shares; 2025Q1: 493,500 shares; 2025Q2: 493,430 shares; 2025Q3: 484,779 shares; 2025Q4: 484,779 shares; 2026Q1: 490,029 shares 490,029 $27.5M 0.84% +5,250 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: 98,846 shares; 2024Q4: 97,879 shares; 2025Q1: 97,879 shares; 2025Q2: 97,865 shares; 2025Q3: 97,345 shares; 2025Q4: 100,305 shares; 2026Q1: 102,705 shares 102,705 $25.5M 0.77% +2,400 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: 104,721 shares; 2024Q4: 105,959 shares; 2025Q1: 105,344 shares; 2025Q2: 101,492 shares; 2025Q3: 104,903 shares; 2025Q4: 95,204 shares; 2026Q1: 86,887 shares 86,887 $24.9M 0.76% -8,317 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: 40,823 shares; 2024Q4: 44,059 shares; 2025Q1: 34,988 shares; 2025Q2: 35,283 shares; 2025Q3: 43,518 shares; 2025Q4: 138,329 shares; 2026Q1: 124,838 shares 124,838 $18.4M 0.56% -13,491 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,836 shares; 2024Q4: 226,911 shares; 2025Q1: 226,836 shares; 2025Q2: 339,596 shares; 2025Q3: 339,653 shares; 2025Q4: 339,598 shares; 2026Q1: 339,521 shares 339,521 $17.6M 0.54% -77 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,443 shares; 2024Q4: 356,956 shares; 2025Q1: 356,956 shares; 2025Q2: 356,956 shares; 2025Q3: 356,956 shares; 2025Q4: 356,956 shares; 2026Q1: 351,382 shares 351,382 $17.2M 0.52% -5,574 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: 29,666 shares; 2024Q4: 30,779 shares; 2025Q1: 42,969 shares; 2025Q2: 46,309 shares; 2025Q3: 54,662 shares; 2025Q4: 113,604 shares; 2026Q1: 120,704 shares 120,704 $16M 0.49% +7,100 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: 56,554 shares; 2024Q4: 59,848 shares; 2025Q1: 52,290 shares; 2025Q2: 51,274 shares; 2025Q3: 54,502 shares; 2025Q4: 53,940 shares; 2026Q1: 42,006 shares 42,006 $15.5M 0.47% -11,934 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: 68,867 shares; 2024Q4: 94,189 shares; 2025Q1: 90,831 shares; 2025Q2: 78,242 shares; 2025Q3: 74,954 shares; 2025Q4: 79,166 shares; 2026Q1: 74,605 shares 74,605 $15.5M 0.47% -4,561 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,219 shares; 2024Q4: 100,250 shares; 2025Q1: 100,040 shares; 2025Q2: 104,831 shares; 2025Q3: 104,326 shares; 2025Q4: 104,369 shares; 2026Q1: 104,161 shares 104,161 $15.3M 0.46% -208 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,070 shares; 2026Q1: 411,670 shares 411,670 $15.1M 0.46% +405,600 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: 23,583 shares; 2024Q4: 24,520 shares; 2025Q1: 23,442 shares; 2025Q2: 23,714 shares; 2025Q3: 26,318 shares; 2025Q4: 27,657 shares; 2026Q1: 25,956 shares 25,956 $14.8M 0.45% -1,701 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 36,458 shares; 2025Q1: 36,458 shares; 2025Q2: 40,263 shares; 2025Q3: 46,353 shares; 2025Q4: 52,990 shares; 2026Q1: 52,990 shares 52,990 $12.6M 0.38% 0 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: 84,547 shares; 2024Q4: 87,655 shares; 2025Q1: 69,838 shares; 2025Q2: 72,827 shares; 2025Q3: 75,213 shares; 2025Q4: 63,402 shares; 2026Q1: 44,904 shares 44,904 $11.4M 0.35% -18,498 Timeline ASHR 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: 360,155 shares; 2024Q4: 354,855 shares; 2025Q1: 354,548 shares; 2025Q2: 349,430 shares; 2025Q3: 345,757 shares; 2025Q4: 345,757 shares; 2026Q1: 345,757 shares 345,757 $11.3M 0.34% 0 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: 51,358 shares; 2024Q4: 57,842 shares; 2025Q1: 41,439 shares; 2025Q2: 42,211 shares; 2025Q3: 47,753 shares; 2025Q4: 42,875 shares; 2026Q1: 35,554 shares 35,554 $11M 0.33% -7,321 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: 14,780 shares; 2024Q4: 14,780 shares; 2025Q1: 23,980 shares; 2025Q2: 29,280 shares; 2025Q3: 39,680 shares; 2025Q4: 42,500 shares; 2026Q1: 55,700 shares 55,700 $10.7M 0.32% +13,200 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,232 shares; 2024Q4: 24,232 shares; 2025Q1: 24,232 shares; 2025Q2: 24,232 shares; 2025Q3: 26,526 shares; 2025Q4: 26,526 shares; 2026Q1: 26,526 shares 26,526 $10.3M 0.31% 0 Timeline AUDC AUDIOCODES LTD More: the full row for AUDIOCODES 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: 3,592 shares 3,592 $9.45M new Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,692 shares; 2024Q4: 257,692 shares; 2025Q1: 257,692 shares; 2025Q2: 407,692 shares; 2025Q3: 407,692 shares; 2025Q4: 407,692 shares; 2026Q1: 407,692 shares 407,692 $9.16M 0.28% 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: 21,599 shares; 2024Q4: 21,599 shares; 2025Q1: 21,599 shares; 2025Q2: 21,599 shares; 2025Q3: 21,599 shares; 2025Q4: 21,599 shares; 2026Q1: 21,599 shares 21,599 $7.38M 0.22% 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: 124,599 shares; 2024Q4: 124,217 shares; 2025Q1: 123,829 shares; 2025Q2: 123,829 shares; 2025Q3: 123,829 shares; 2025Q4: 123,829 shares; 2026Q1: 123,829 shares 123,829 $7.03M 0.21% 0 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,807 shares; 2024Q4: 402,807 shares; 2025Q1: 393,729 shares; 2025Q2: 468,729 shares; 2025Q3: 618,729 shares; 2025Q4: 618,729 shares; 2026Q1: 658,729 shares 658,729 $6.6M 0.2% +40,000 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,305 shares; 2024Q4: 40,305 shares; 2025Q1: 40,305 shares; 2025Q2: 40,305 shares; 2025Q3: 40,305 shares; 2025Q4: 40,305 shares; 2026Q1: 40,305 shares 40,305 $5.06M 0.15% 0 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: 13,754 shares; 2024Q4: 13,754 shares; 2025Q1: 13,754 shares; 2025Q2: 13,754 shares; 2025Q3: 13,754 shares; 2025Q4: 13,754 shares; 2026Q1: 13,754 shares 13,754 $4.65M 0.14% 0 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: 11,018 shares; 2024Q4: 15,021 shares; 2025Q1: 20,341 shares; 2025Q2: 20,863 shares; 2025Q3: 12,816 shares; 2025Q4: 9,865 shares; 2026Q1: 9,585 shares 9,585 $4.59M 0.14% -280 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: 10,542 shares; 2024Q4: 10,542 shares; 2025Q1: 10,542 shares; 2025Q2: 10,542 shares; 2025Q3: 19,542 shares; 2025Q4: 19,542 shares; 2026Q1: 20,042 shares 20,042 $4.08M 0.12% +500 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,758 shares; 2024Q4: 33,758 shares; 2025Q1: 33,758 shares; 2025Q2: 33,758 shares; 2025Q3: 23,207 shares; 2025Q4: 23,207 shares; 2026Q1: 23,207 shares 23,207 $3.92M 0.12% 0 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: 7,050 shares; 2024Q4: 8,243 shares; 2025Q1: 7,646 shares; 2025Q2: 7,816 shares; 2025Q3: 6,724 shares; 2025Q4: 6,499 shares; 2026Q1: 22,929 shares 22,929 $3.89M 0.12% +16,430 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,130 shares; 2024Q4: 43,530 shares; 2025Q1: 43,530 shares; 2025Q2: 43,530 shares; 2025Q3: 43,530 shares; 2025Q4: 43,530 shares; 2026Q1: 47,530 shares 47,530 $3.74M 0.11% +4,000 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: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares 2,812 $3.71M 0.11% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 39,024 shares; 2025Q1: 35,631 shares; 2025Q2: 38,747 shares; 2025Q3: 37,760 shares; 2025Q4: 37,651 shares; 2026Q1: 38,078 shares 38,078 $3.54M 0.11% +427 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: 6,862 shares; 2024Q4: 7,366 shares; 2025Q1: 7,225 shares; 2025Q2: 7,247 shares; 2025Q3: 5,194 shares; 2025Q4: 5,175 shares; 2026Q1: 3,113 shares 3,113 $3.1M 0.09% -2,062 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: 14,280 shares; 2024Q4: 14,688 shares; 2025Q1: 16,992 shares; 2025Q2: 17,149 shares; 2025Q3: 9,822 shares; 2025Q4: 6,847 shares; 2026Q1: 5,981 shares 5,981 $2.99M 0.09% -866 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 18,200 shares; 2025Q1: 18,200 shares; 2025Q2: 18,200 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares 18,200 $2.94M 0.09% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 6,948 shares; 2025Q1: 6,684 shares; 2025Q2: 6,751 shares; 2025Q3: 6,699 shares; 2025Q4: 6,577 shares; 2026Q1: 13,830 shares 13,830 $2.86M 0.09% +7,253 Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,521 shares; 2024Q4: 351,521 shares; 2025Q1: 351,521 shares; 2025Q2: 351,521 shares; 2025Q3: 351,521 shares; 2025Q4: 351,521 shares; 2026Q1: 351,521 shares 351,521 $2.85M 0.09% 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: 24,653 shares; 2024Q4: 24,653 shares; 2025Q1: 24,653 shares; 2025Q2: 24,653 shares; 2025Q3: 24,653 shares; 2025Q4: 24,653 shares; 2026Q1: 24,853 shares 24,853 $2.82M 0.09% +200 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: 1,560 shares; 2024Q4: 5,452 shares; 2025Q1: 4,863 shares; 2025Q2: 9,017 shares; 2025Q3: 8,865 shares; 2025Q4: 8,839 shares; 2026Q1: 9,030 shares 9,030 $2.52M 0.08% +191 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 1,758 shares; 2025Q1: 2,986 shares; 2025Q2: 1,690 shares; 2025Q3: 1,461 shares; 2025Q4: 2,541 shares; 2026Q1: 2,728 shares 2,728 $2.51M 0.08% +187 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: 7,730 shares; 2024Q4: 15,460 shares; 2025Q1: 15,460 shares; 2025Q2: 15,460 shares; 2025Q3: 15,460 shares; 2025Q4: 15,460 shares; 2026Q1: 15,460 shares 15,460 $2.48M 0.08% 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: 9,573 shares; 2024Q4: 7,259 shares; 2025Q1: 10,380 shares; 2025Q2: 7,090 shares; 2025Q3: 6,515 shares; 2025Q4: 9,271 shares; 2026Q1: 9,764 shares 9,764 $2.39M 0.07% +493 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: 9,520 shares; 2024Q4: 13,125 shares; 2025Q1: 11,235 shares; 2025Q2: 12,666 shares; 2025Q3: 16,852 shares; 2025Q4: 11,501 shares; 2026Q1: 7,841 shares 7,841 $2.25M 0.07% -3,660 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: 150 shares 150 $2.2M 0.07% new 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: 47,774 shares; 2024Q4: 56,940 shares; 2025Q1: 53,124 shares; 2025Q2: 54,506 shares; 2025Q3: 17,431 shares; 2025Q4: 17,112 shares; 2026Q1: 17,330 shares 17,330 $2.15M 0.07% +218 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: 5,169 shares; 2024Q4: 5,169 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares; 2026Q1: 4,969 shares 4,969 $2.07M 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $1.98M 0.06% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 1,097 shares 1,097 $1.9M 0.06% +160 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,820 shares; 2024Q4: 50,820 shares; 2025Q1: 50,820 shares; 2025Q2: 50,820 shares; 2025Q3: 50,820 shares; 2025Q4: 50,820 shares; 2026Q1: 50,820 shares 50,820 $1.88M 0.06% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 36,900 shares; 2025Q1: 36,900 shares; 2025Q2: 36,900 shares; 2025Q3: 36,900 shares; 2025Q4: 36,900 shares; 2026Q1: 36,900 shares 36,900 $1.84M 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,479 shares; 2025Q1: 1,352 shares; 2025Q2: 2,752 shares; 2025Q3: 2,291 shares; 2025Q4: 2,214 shares; 2026Q1: 2,391 shares 2,391 $1.69M 0.05% +177 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,700 shares 55,700 $1.58M 0.05% new 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: 2,704 shares; 2024Q4: 3,316 shares; 2025Q1: 3,035 shares; 2025Q2: 6,241 shares; 2025Q3: 5,188 shares; 2025Q4: 4,992 shares; 2026Q1: 5,391 shares 5,391 $1.53M 0.05% +399 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: 3,977 shares; 2024Q4: 18,843 shares; 2025Q1: 18,196 shares; 2025Q2: 9,077 shares; 2025Q3: 7,889 shares; 2025Q4: 6,395 shares; 2026Q1: 3,961 shares 3,961 $1.47M 0.04% -2,434 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: 20,499 shares; 2024Q4: 23,211 shares; 2025Q1: 22,044 shares; 2025Q2: 22,501 shares; 2025Q3: 11,642 shares; 2025Q4: 9,394 shares; 2026Q1: 9,991 shares 9,991 $1.44M 0.04% +597 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: 3,317 shares; 2024Q4: 4,079 shares; 2025Q1: 3,767 shares; 2025Q2: 7,819 shares; 2025Q3: 6,548 shares; 2025Q4: 6,344 shares; 2026Q1: 6,900 shares 6,900 $1.33M 0.04% +556 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 35,640 shares; 2025Q1: 49,120 shares; 2025Q2: 49,120 shares; 2025Q3: 39,120 shares; 2025Q4: 39,120 shares; 2026Q1: 39,120 shares 39,120 $1.33M 0.04% 0 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: 10,997 shares; 2024Q4: 8,550 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 10,298 shares; 2026Q1: 10,779 shares 10,779 $1.3M 0.04% +481 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: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 7,400 shares 7,400 $1.27M 0.04% -750 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: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 5,874 shares; 2025Q3: 5,160 shares; 2025Q4: 5,057 shares; 2026Q1: 6,298 shares 6,298 $1.25M 0.04% +1,241 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,993 shares; 2025Q1: 14,970 shares; 2025Q2: 14,970 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares; 2026Q1: 14,930 shares 14,930 $1.22M 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares; 2026Q1: 1,386 shares 1,386 $1.21M 0.04% +102 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: 6,455 shares; 2024Q4: 7,532 shares; 2025Q1: 12,579 shares; 2025Q2: 12,877 shares; 2025Q3: 6,241 shares; 2025Q4: 3,793 shares; 2026Q1: 3,977 shares 3,977 $1.2M 0.04% +184 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 14,639 shares; 2025Q1: 15,314 shares; 2025Q2: 19,144 shares; 2025Q3: 19,674 shares; 2025Q4: 18,523 shares; 2026Q1: 14,409 shares 14,409 $1.19M 0.04% -4,114 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: 7,715 shares; 2024Q4: 9,247 shares; 2025Q1: 16,438 shares; 2025Q2: 16,885 shares; 2025Q3: 7,346 shares; 2025Q4: 3,841 shares; 2026Q1: 3,966 shares 3,966 $1.17M 0.04% +125 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: 5,005 shares; 2024Q4: 3,308 shares; 2025Q1: 5,594 shares; 2025Q2: 3,185 shares; 2025Q3: 2,761 shares; 2025Q4: 4,781 shares; 2026Q1: 5,145 shares 5,145 $1.12M 0.03% +364 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,331 shares; 2025Q3: 8,331 shares; 2025Q4: 8,331 shares; 2026Q1: 13,331 shares 13,331 $1.1M 0.03% +5,000 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $1.1M 0.03% 0 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: 6,751 shares; 2024Q4: 4,428 shares; 2025Q1: 6,941 shares; 2025Q2: 4,428 shares; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares; 2026Q1: 4,428 shares 4,428 $1.07M 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,310 shares; 2025Q1: 1,209 shares; 2025Q2: 1,245 shares; 2025Q3: 2,079 shares; 2025Q4: 20,052 shares; 2026Q1: 10,852 shares 10,852 $1.04M 0.03% -9,200 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,693 shares; 2025Q1: 13,693 shares; 2025Q2: 13,693 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 12,587 shares 12,587 $1.03M 0.03% -1,106 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: 7,816 shares; 2024Q4: 12,416 shares; 2025Q1: 12,416 shares; 2025Q2: 12,416 shares; 2025Q3: 12,416 shares; 2025Q4: 12,416 shares; 2026Q1: 7,416 shares 7,416 $955K 0.03% -5,000 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,805 shares; 2025Q2: 12,505 shares; 2025Q3: 8,205 shares; 2025Q4: 8,205 shares; 2026Q1: 8,205 shares 8,205 $869K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,497 shares; 2024Q4: 26,399 shares; 2025Q1: 24,330 shares; 2025Q2: 25,190 shares; 2025Q3: 5,264 shares; 2025Q4: 5,089 shares; 2026Q1: 11,053 shares 11,053 $841K 0.03% +5,964 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: 28,552 shares; 2024Q4: 32,710 shares; 2025Q1: 52,219 shares; 2025Q2: 53,282 shares; 2025Q3: 27,317 shares; 2025Q4: 16,639 shares; 2026Q1: 17,223 shares 17,223 $840K 0.03% +584 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: 12,089 shares; 2024Q4: 14,191 shares; 2025Q1: 13,865 shares; 2025Q2: 13,958 shares; 2025Q3: 11,941 shares; 2025Q4: 6,412 shares; 2026Q1: 3,951 shares 3,951 $830K 0.03% -2,461 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: 2,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,283 shares 6,283 $829K 0.03% new 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $818K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 16,947 shares; 2025Q1: 16,947 shares; 2025Q2: 16,947 shares; 2025Q3: 16,167 shares; 2025Q4: 16,167 shares; 2026Q1: 16,167 shares 16,167 $759K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 6,031 shares; 2025Q1: 5,681 shares; 2025Q2: 3,733 shares; 2025Q3: 3,385 shares; 2025Q4: 3,140 shares; 2026Q1: 2,368 shares 2,368 $736K 0.02% -772 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: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $734K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,226 shares; 2025Q1: 3,405 shares; 2025Q2: 1,707 shares; 2025Q3: 1,486 shares; 2025Q4: 2,523 shares; 2026Q1: 2,707 shares 2,707 $732K 0.02% +184 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares 3,720 $732K 0.02% 0 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: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $731K 0.02% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline ISRA 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: 8,161 shares; 2024Q4: 7,881 shares; 2025Q1: 8,531 shares; 2025Q2: 9,541 shares; 2025Q3: 10,711 shares; 2025Q4: 11,371 shares; 2026Q1: 11,551 shares 11,551 $698K 0.02% +180 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: not reported; 2024Q4: not reported; 2025Q1: 8,796 shares; 2025Q2: 9,110 shares; 2025Q3: 1,904 shares; 2025Q4: 1,842 shares; 2026Q1: 4,001 shares 4,001 $662K 0.02% +2,159 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: 1,955 shares; 2024Q4: 6,803 shares; 2025Q1: 6,336 shares; 2025Q2: 3,628 shares; 2025Q3: 3,150 shares; 2025Q4: 3,072 shares; 2026Q1: 1,996 shares 1,996 $656K 0.02% -1,076 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: 3,557 shares; 2024Q4: 3,560 shares; 2025Q1: 3,820 shares; 2025Q2: 4,762 shares; 2025Q3: 4,694 shares; 2025Q4: 4,894 shares; 2026Q1: 4,711 shares 4,711 $652K 0.02% -183 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,582 shares; 2026Q1: 5,592 shares 5,592 $605K 0.02% +3,010 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares 4,223 $603K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 13,439 shares; 2025Q1: 13,439 shares; 2025Q2: 13,439 shares; 2025Q3: 10,789 shares; 2025Q4: 10,189 shares; 2026Q1: 7,289 shares 7,289 $581K 0.02% -2,900 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: 15,996 shares; 2024Q4: 17,553 shares; 2025Q1: 8,945 shares; 2025Q2: 8,945 shares; 2025Q3: 8,945 shares; 2025Q4: not reported; 2026Q1: 3,513 shares 3,513 $546K 0.02% 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: 5,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,840 shares 10,840 $544K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares 1,980 $539K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,447 shares 1,447 $489K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $486K 0.01% new 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: 3,839 shares; 2024Q4: 4,368 shares; 2025Q1: 4,152 shares; 2025Q2: 4,246 shares; 2025Q3: 3,800 shares; 2025Q4: 3,780 shares; 2026Q1: 3,545 shares 3,545 $469K 0.01% -235 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,279 shares 6,279 $457K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 8,534 shares; 2025Q1: 8,534 shares; 2025Q2: 8,534 shares; 2025Q3: 11,484 shares; 2025Q4: 8,534 shares; 2026Q1: 8,534 shares 8,534 $451K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091 $442K 0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares; 2026Q1: 3,805 shares 3,805 $442K 0.01% +200 Timeline SILC SILICOM LTD More: the full row for SILICOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,680 shares; 2024Q4: 20,680 shares; 2025Q1: 20,680 shares; 2025Q2: 20,680 shares; 2025Q3: 20,680 shares; 2025Q4: 20,680 shares; 2026Q1: 20,680 shares 20,680 $436K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,388 shares 7,388 $434K 0.01% new 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: 2,781 shares; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,781 shares 2,781 $425K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares 1,274 $408K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,687 shares 7,687 $395K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $386K 0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 9,020 shares; 2025Q1: 9,020 shares; 2025Q2: 9,020 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares; 2026Q1: 9,020 shares 9,020 $381K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,814 shares; 2025Q2: 1,913 shares; 2025Q3: 1,636 shares; 2025Q4: 1,624 shares; 2026Q1: 1,794 shares 1,794 $355K 0.01% +170 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,236 shares; 2024Q4: 32,236 shares; 2025Q1: 32,236 shares; 2025Q2: 32,236 shares; 2025Q3: 32,236 shares; 2025Q4: 32,236 shares; 2026Q1: 32,236 shares 32,236 $346K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,196 shares; 2025Q1: 8,858 shares; 2025Q2: 8,318 shares; 2025Q3: 7,553 shares; 2025Q4: 7,343 shares; 2026Q1: 6,895 shares 6,895 $340K 0.01% -448 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,048 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 2,600 shares 2,600 $338K 0.01% -1,448 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $332K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 8,579 shares; 2025Q1: 8,579 shares; 2025Q2: 8,579 shares; 2025Q3: 7,485 shares; 2025Q4: 7,485 shares; 2026Q1: 7,485 shares 7,485 $306K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,454 shares; 2024Q4: 3,357 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,877 shares 2,877 $278K 0.01% +271 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: 1,926 shares; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,999 shares 1,999 $262K 0.01% +159 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: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares; 2026Q1: 5,208 shares 5,208 $251K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 4,064 shares 4,064 $249K 0.01% new 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: 237 shares; 2024Q4: 296 shares; 2025Q1: 276 shares; 2025Q2: 286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $247K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $236K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,913 shares; 2026Q1: 2,753 shares 2,753 $232K 0.01% -160 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 256 shares; 2025Q1: 240 shares; 2025Q2: 149 shares; 2025Q3: 133 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $227K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares 5,150 $227K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $221K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $215K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $210K 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: 1,322 shares; 2025Q2: 1,370 shares; 2025Q3: 1,145 shares; 2025Q4: not reported; 2026Q1: 1,198 shares 1,198 $207K 0.01% new Timeline CSTE CAESARSTONE LTD More: the full row for CAESARSTONE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,361 shares; 2024Q4: 156,361 shares; 2025Q1: 156,361 shares; 2025Q2: 156,361 shares; 2025Q3: 156,361 shares; 2025Q4: 156,361 shares; 2026Q1: 156,361 shares 156,361 $168K 0.01% 0 Timeline