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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,359 shares; 2025Q4: 70,025 shares; 2026Q1: 50,758 shares 50,758 $6.12M 5.45% -19,267 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: 8,889 shares; 2024Q4: 6,554 shares; 2025Q1: 6,573 shares; 2025Q2: 8,003 shares; 2025Q3: 3,709 shares; 2025Q4: 12,408 shares; 2026Q1: 11,955 shares 11,955 $5.34M 4.76% -453 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: 34,254 shares; 2024Q4: 31,177 shares; 2025Q1: 17,428 shares; 2025Q2: 6,102 shares; 2025Q3: 22,017 shares; 2025Q4: 24,440 shares; 2026Q1: 20,705 shares 20,705 $5.25M 4.68% -3,735 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: 40,883 shares; 2024Q4: 39,268 shares; 2025Q1: 6,006 shares; 2025Q2: 31,225 shares; 2025Q3: 33,332 shares; 2025Q4: 35,233 shares; 2026Q1: 29,546 shares 29,546 $5.15M 4.59% -5,687 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: not reported; 2024Q4: not reported; 2025Q1: 20,956 shares; 2025Q2: 32,552 shares; 2025Q3: 33,732 shares; 2025Q4: 33,578 shares; 2026Q1: 11,927 shares 11,927 $5.13M 4.57% -21,651 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: 20,985 shares; 2024Q4: 17,509 shares; 2025Q1: 3,946 shares; 2025Q2: 8,009 shares; 2025Q3: 6,386 shares; 2025Q4: 4,714 shares; 2026Q1: 5,701 shares 5,701 $4.98M 4.44% +987 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,219 shares; 2024Q4: 32,359 shares; 2025Q1: 18,080 shares; 2025Q2: 23,427 shares; 2025Q3: 23,787 shares; 2025Q4: 24,353 shares; 2026Q1: 16,998 shares 16,998 $3.94M 3.51% -7,355 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: 15,378 shares; 2024Q4: 7,200 shares; 2025Q1: 7,183 shares; 2025Q2: 9,441 shares; 2025Q3: 17,797 shares; 2025Q4: 17,865 shares; 2026Q1: 13,576 shares 13,576 $3.85M 3.43% -4,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,698 shares; 2025Q4: 24,797 shares; 2026Q1: 13,081 shares 13,081 $3.76M 3.35% -11,716 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: 65,532 shares; 2024Q4: 20,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,748 shares 39,748 $3.69M 3.29% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares; 2026Q1: 6,525 shares 6,525 $3.68M 3.28% +3,058 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON 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: 295,374 shares; 2026Q1: 159,449 shares 159,449 $3.63M 3.23% -135,925 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,372 shares; 2025Q1: 112,474 shares; 2025Q2: 68,315 shares; 2025Q3: 7,327 shares; 2025Q4: not reported; 2026Q1: 50,638 shares 50,638 $3.22M 2.87% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 41,288 shares; 2026Q1: 36,635 shares 36,635 $3.16M 2.81% -4,653 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA 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: 26,170 shares; 2025Q3: 44,915 shares; 2025Q4: 44,097 shares; 2026Q1: 82,719 shares 82,719 $3.04M 2.71% +38,622 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: 7,053 shares; 2024Q4: 10,180 shares; 2025Q1: 3,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares; 2026Q1: 3,479 shares 3,479 $2.94M 2.62% -1,698 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,517 shares; 2025Q1: not reported; 2025Q2: 65,669 shares; 2025Q3: 127,994 shares; 2025Q4: 106,387 shares; 2026Q1: 77,786 shares 77,786 $2.85M 2.54% -28,601 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: 27,073 shares; 2024Q4: 24,593 shares; 2025Q1: 20,783 shares; 2025Q2: 20,760 shares; 2025Q3: 20,347 shares; 2025Q4: 21,835 shares; 2026Q1: 9,404 shares 9,404 $2.77M 2.47% -12,431 Timeline BALL BALL CORP More: the full row for BALL 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: 14,820 shares; 2026Q1: 40,723 shares 40,723 $2.41M 2.15% +25,903 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 47,718 shares; 2025Q4: 47,537 shares; 2026Q1: 65,377 shares 65,377 $2.4M 2.14% +17,840 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: 33,997 shares; 2024Q4: 27,127 shares; 2025Q1: 13,613 shares; 2025Q2: 14,085 shares; 2025Q3: 13,781 shares; 2025Q4: 7,634 shares; 2026Q1: 8,149 shares 8,149 $2.28M 2.03% +515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,144 shares; 2026Q1: 4,291 shares 4,291 $2.24M 2% +1,147 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,387 shares; 2024Q4: 25,938 shares; 2025Q1: not reported; 2025Q2: 44,969 shares; 2025Q3: not reported; 2025Q4: 33,111 shares; 2026Q1: 24,620 shares 24,620 $2.23M 1.98% -8,491 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: 3,698 shares; 2024Q4: 3,719 shares; 2025Q1: 2,150 shares; 2025Q2: 2,148 shares; 2025Q3: 3,339 shares; 2025Q4: not reported; 2026Q1: 2,186 shares 2,186 $2.18M 1.94% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,786 shares 8,786 $2.13M 1.9% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,438 shares 22,438 $2.11M 1.88% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,364 shares; 2026Q1: 139,915 shares 139,915 $2.11M 1.88% +83,551 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: 15,141 shares; 2024Q4: 13,740 shares; 2025Q1: 14,209 shares; 2025Q2: 10,859 shares; 2025Q3: 10,623 shares; 2025Q4: 12,620 shares; 2026Q1: 5,000 shares 5,000 $1.85M 1.65% -7,620 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: 51,116 shares; 2025Q1: not reported; 2025Q2: 5,253 shares; 2025Q3: 10,113 shares; 2025Q4: 5,584 shares; 2026Q1: 11,912 shares 11,912 $1.46M 1.3% +6,328 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: 33,187 shares; 2024Q4: 8,610 shares; 2025Q1: 37,763 shares; 2025Q2: 37,541 shares; 2025Q3: 36,711 shares; 2025Q4: 18,458 shares; 2026Q1: 10,560 shares 10,560 $1.38M 1.23% -7,898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 11,122 shares 11,122 $1.31M 1.17% +9,282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,181 shares 6,181 $1.26M 1.12% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 26,010 shares 26,010 $1.23M 1.1% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 8,170 shares 8,170 $1.18M 1.05% new Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 151,981 shares; 2026Q1: 51,979 shares 51,979 $1.03M 0.92% -100,002 Timeline FLOT 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: 19,675 shares 19,675 $1M 0.89% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $988K 0.88% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 5,200 shares 5,200 $934K 0.83% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares 644 $851K 0.76% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to 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: 32,600 shares 32,600 $619K 0.55% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 27,324 shares; 2025Q1: 27,324 shares; 2025Q2: 27,789 shares; 2025Q3: 26,154 shares; 2025Q4: 26,154 shares; 2026Q1: 25,854 shares 25,854 $587K 0.52% -300 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,342 shares; 2025Q1: 992 shares; 2025Q2: 864 shares; 2025Q3: 823 shares; 2025Q4: 876 shares; 2026Q1: 806 shares 806 $527K 0.47% -70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,020 shares 9,020 $505K 0.45% new Timeline JPST 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: 8,055 shares; 2024Q4: 7,902 shares; 2025Q1: 7,826 shares; 2025Q2: 7,684 shares; 2025Q3: 7,684 shares; 2025Q4: 7,492 shares; 2026Q1: 7,262 shares 7,262 $368K 0.33% -230 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,177 shares; 2024Q4: 47,730 shares; 2025Q1: 47,530 shares; 2025Q2: 46,977 shares; 2025Q3: 49,977 shares; 2025Q4: 33,504 shares; 2026Q1: 33,354 shares 33,354 $368K 0.33% -150 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $348K 0.31% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 499 shares; 2025Q3: 496 shares; 2025Q4: 571 shares; 2026Q1: 562 shares 562 $316K 0.28% -9 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,324 shares; 2025Q1: 16,855 shares; 2025Q2: 14,896 shares; 2025Q3: 13,135 shares; 2025Q4: 12,511 shares; 2026Q1: 11,972 shares 11,972 $305K 0.27% -539 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: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $269K 0.24% 0 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 906 shares 906 $265K 0.24% 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: 2,600 shares; 2024Q4: 2,524 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $232K 0.21% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 8,750 shares 8,750 $226K 0.2% -2,250 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: 1,767 shares; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,967 shares 1,967 $202K 0.18% 0 Timeline LIBERTY INTERACTIVE LLC LIBERTY INTERACTIVE LLC More: the full row for LIBERTY INTERACTIVE LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $359 <0.01% 0