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: 92,352 shares; 2024Q4: 91,499 shares; 2025Q1: 89,798 shares; 2025Q2: 88,422 shares; 2025Q3: 87,680 shares; 2025Q4: 87,287 shares; 2026Q1: 86,348 shares 86,348 $21.9M 4.82% -939 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,494 shares; 2024Q4: 117,363 shares; 2025Q1: 130,403 shares; 2025Q2: 144,339 shares; 2025Q3: 156,529 shares; 2025Q4: 176,664 shares; 2026Q1: 196,663 shares 196,663 $19.1M 4.2% +19,999 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: 35,893 shares; 2024Q4: 37,086 shares; 2025Q1: 37,475 shares; 2025Q2: 37,978 shares; 2025Q3: 38,017 shares; 2025Q4: 40,491 shares; 2026Q1: 42,177 shares 42,177 $18.4M 4.05% +1,686 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: 47,283 shares; 2024Q4: 47,674 shares; 2025Q1: 47,995 shares; 2025Q2: 50,278 shares; 2025Q3: 52,145 shares; 2025Q4: 58,035 shares; 2026Q1: 65,524 shares 65,524 $17.2M 3.77% +7,489 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: 18,800 shares; 2024Q4: 19,418 shares; 2025Q1: 19,985 shares; 2025Q2: 19,344 shares; 2025Q3: 24,323 shares; 2025Q4: 25,092 shares; 2026Q1: 25,909 shares 25,909 $16.8M 3.7% +817 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,982 shares; 2024Q4: 41,405 shares; 2025Q1: 41,511 shares; 2025Q2: 40,678 shares; 2025Q3: 41,055 shares; 2025Q4: 44,496 shares; 2026Q1: 47,854 shares 47,854 $13.7M 3.02% +3,358 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: 35,203 shares; 2024Q4: 34,705 shares; 2025Q1: 35,570 shares; 2025Q2: 35,219 shares; 2025Q3: 35,553 shares; 2025Q4: 35,652 shares; 2026Q1: 35,827 shares 35,827 $13.3M 2.92% +175 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: 17,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,992 shares; 2025Q2: 17,892 shares; 2025Q3: 17,975 shares; 2025Q4: 17,753 shares; 2026Q1: 17,590 shares 17,590 $12.5M 2.74% -163 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: 98,364 shares; 2024Q4: 109,332 shares; 2025Q1: 124,759 shares; 2025Q2: 137,946 shares; 2025Q3: 146,460 shares; 2025Q4: 176,230 shares; 2026Q1: 197,635 shares 197,635 $11.2M 2.47% +21,405 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: 28,681 shares; 2024Q4: 29,778 shares; 2025Q1: 32,404 shares; 2025Q2: 32,744 shares; 2025Q3: 32,672 shares; 2025Q4: 32,844 shares; 2026Q1: 32,744 shares 32,744 $9.42M 2.07% -100 Timeline SGOV 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: 66,450 shares; 2026Q1: 90,700 shares 90,700 $9.13M 2.01% +24,250 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: 40,617 shares; 2024Q4: 40,387 shares; 2025Q1: 41,828 shares; 2025Q2: 42,698 shares; 2025Q3: 42,768 shares; 2025Q4: 42,922 shares; 2026Q1: 43,607 shares 43,607 $9.08M 2% +685 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: 24,198 shares; 2024Q4: 31,641 shares; 2025Q1: 32,734 shares; 2025Q2: 31,937 shares; 2025Q3: 34,781 shares; 2025Q4: 39,721 shares; 2026Q1: 44,151 shares 44,151 $8.66M 1.9% +4,430 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: 54,057 shares; 2024Q4: 52,463 shares; 2025Q1: 52,313 shares; 2025Q2: 51,429 shares; 2025Q3: 51,429 shares; 2025Q4: 50,770 shares; 2026Q1: 49,715 shares 49,715 $7.26M 1.6% -1,055 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: 45,849 shares; 2024Q4: 45,423 shares; 2025Q1: 58,645 shares; 2025Q2: 44,618 shares; 2025Q3: 44,618 shares; 2025Q4: 44,677 shares; 2026Q1: 41,512 shares 41,512 $7.04M 1.55% -3,165 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: 56,504 shares; 2024Q4: 55,767 shares; 2025Q1: 55,455 shares; 2025Q2: 53,621 shares; 2025Q3: 53,691 shares; 2025Q4: 54,480 shares; 2026Q1: 54,359 shares 54,359 $6.76M 1.49% -121 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: 10,688 shares; 2024Q4: 11,397 shares; 2025Q1: 10,985 shares; 2025Q2: 14,039 shares; 2025Q3: 14,114 shares; 2025Q4: 18,740 shares; 2026Q1: 20,096 shares 20,096 $6.45M 1.42% +1,356 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: 9,183 shares; 2024Q4: 9,110 shares; 2025Q1: 9,462 shares; 2025Q2: 9,828 shares; 2025Q3: 9,566 shares; 2025Q4: 10,496 shares; 2026Q1: 10,970 shares 10,970 $6.28M 1.38% +474 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: 29,111 shares; 2024Q4: 28,381 shares; 2025Q1: 29,368 shares; 2025Q2: 25,688 shares; 2025Q3: 25,546 shares; 2025Q4: 25,546 shares; 2026Q1: 25,486 shares 25,486 $6.23M 1.37% -60 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: 14,060 shares; 2024Q4: 14,513 shares; 2025Q1: 14,843 shares; 2025Q2: 13,877 shares; 2025Q3: 13,980 shares; 2025Q4: 14,498 shares; 2026Q1: 14,057 shares 14,057 $6.05M 1.33% -441 Timeline PXH 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: 201,404 shares; 2024Q4: 210,844 shares; 2025Q1: 208,664 shares; 2025Q2: 204,934 shares; 2025Q3: 204,284 shares; 2025Q4: 204,284 shares; 2026Q1: 215,564 shares 215,564 $5.8M 1.28% +11,280 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,294 shares; 2024Q4: 15,294 shares; 2025Q1: 15,294 shares; 2025Q2: 15,294 shares; 2025Q3: 15,294 shares; 2025Q4: 15,294 shares; 2026Q1: 15,294 shares 15,294 $5.67M 1.25% 0 Timeline SHY 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: 23,503 shares; 2024Q4: 26,095 shares; 2025Q1: 33,690 shares; 2025Q2: 39,397 shares; 2025Q3: 41,775 shares; 2025Q4: 56,970 shares; 2026Q1: 63,163 shares 63,163 $5.22M 1.15% +6,193 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: 17,893 shares; 2024Q4: 17,893 shares; 2025Q1: 18,445 shares; 2025Q2: 17,239 shares; 2025Q3: 17,561 shares; 2025Q4: 17,397 shares; 2026Q1: 17,397 shares 17,397 $5.12M 1.13% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 14,846 shares; 2025Q1: 15,112 shares; 2025Q2: 14,958 shares; 2025Q3: 15,122 shares; 2025Q4: 15,003 shares; 2026Q1: 14,948 shares 14,948 $4.92M 1.08% -55 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: 28,682 shares; 2024Q4: 28,458 shares; 2025Q1: 27,514 shares; 2025Q2: 24,305 shares; 2025Q3: 24,256 shares; 2025Q4: 23,966 shares; 2026Q1: 23,680 shares 23,680 $4.54M 1% -286 Timeline DGRW 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: 59,487 shares; 2024Q4: 59,236 shares; 2025Q1: 58,648 shares; 2025Q2: 51,589 shares; 2025Q3: 51,386 shares; 2025Q4: 50,445 shares; 2026Q1: 48,627 shares 48,627 $4.27M 0.94% -1,818 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,687 shares; 2025Q2: 3,564 shares; 2025Q3: 3,768 shares; 2025Q4: 3,918 shares; 2026Q1: 4,025 shares 4,025 $4.01M 0.88% +107 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: 12,913 shares; 2024Q4: 12,538 shares; 2025Q1: 12,932 shares; 2025Q2: 13,102 shares; 2025Q3: 13,283 shares; 2025Q4: 13,116 shares; 2026Q1: 13,151 shares 13,151 $3.97M 0.87% +35 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,062 shares; 2024Q4: 36,076 shares; 2025Q1: 38,439 shares; 2025Q2: 35,111 shares; 2025Q3: 35,135 shares; 2025Q4: 47,414 shares; 2026Q1: 47,207 shares 47,207 $3.91M 0.86% -207 Timeline FLRN 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: 91,113 shares; 2024Q4: 104,158 shares; 2025Q1: 107,563 shares; 2025Q2: 110,993 shares; 2025Q3: 114,648 shares; 2025Q4: 123,171 shares; 2026Q1: 126,185 shares 126,185 $3.88M 0.85% +3,014 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: 4,186 shares; 2024Q4: 4,081 shares; 2025Q1: 4,075 shares; 2025Q2: 4,110 shares; 2025Q3: 4,351 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $3.75M 0.83% 0 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: 47,542 shares; 2024Q4: 47,137 shares; 2025Q1: 45,534 shares; 2025Q2: 47,724 shares; 2025Q3: 47,404 shares; 2025Q4: 47,364 shares; 2026Q1: 37,409 shares 37,409 $3.43M 0.75% -9,955 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: 26,080 shares; 2024Q4: 26,834 shares; 2025Q1: 28,427 shares; 2025Q2: 26,184 shares; 2025Q3: 26,034 shares; 2025Q4: 25,849 shares; 2026Q1: 25,532 shares 25,532 $3.07M 0.68% -317 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: 20,100 shares; 2024Q4: 20,692 shares; 2025Q1: 21,054 shares; 2025Q2: 21,074 shares; 2025Q3: 21,382 shares; 2025Q4: 21,540 shares; 2026Q1: 22,077 shares 22,077 $3.05M 0.67% +537 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: 21,518 shares; 2024Q4: 21,218 shares; 2025Q1: 22,294 shares; 2025Q2: 22,002 shares; 2025Q3: 21,957 shares; 2025Q4: 21,872 shares; 2026Q1: 20,390 shares 20,390 $2.95M 0.65% -1,482 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: 11,471 shares; 2024Q4: 11,797 shares; 2025Q1: 12,184 shares; 2025Q2: 12,400 shares; 2025Q3: 12,525 shares; 2025Q4: 12,385 shares; 2026Q1: 12,349 shares 12,349 $2.84M 0.62% -36 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: 11,637 shares; 2024Q4: 11,637 shares; 2025Q1: 12,187 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,517 shares; 2026Q1: 11,437 shares 11,437 $2.77M 0.61% -80 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: 40,679 shares; 2024Q4: 40,624 shares; 2025Q1: 39,141 shares; 2025Q2: 32,318 shares; 2025Q3: 30,645 shares; 2025Q4: 30,085 shares; 2026Q1: 29,299 shares 29,299 $2.72M 0.6% -786 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: 16,802 shares; 2024Q4: 20,021 shares; 2025Q1: 20,569 shares; 2025Q2: 21,485 shares; 2025Q3: 22,035 shares; 2025Q4: 26,264 shares; 2026Q1: 27,057 shares 27,057 $2.69M 0.59% +793 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,414 shares; 2024Q4: 52,274 shares; 2025Q1: 49,949 shares; 2025Q2: 49,389 shares; 2025Q3: 49,862 shares; 2025Q4: 49,894 shares; 2026Q1: 50,712 shares 50,712 $2.67M 0.59% +818 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: 13,532 shares; 2024Q4: 13,317 shares; 2025Q1: 13,317 shares; 2025Q2: 13,167 shares; 2025Q3: 12,757 shares; 2025Q4: 12,730 shares; 2026Q1: 12,230 shares 12,230 $2.66M 0.58% -500 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: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,449 shares; 2025Q2: 7,439 shares; 2025Q3: 7,439 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares 7,422 $2.42M 0.53% 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: 40,179 shares; 2024Q4: 39,523 shares; 2025Q1: 39,083 shares; 2025Q2: 39,148 shares; 2025Q3: 41,993 shares; 2025Q4: 42,556 shares; 2026Q1: 44,556 shares 44,556 $2.41M 0.53% +2,000 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: 4,829 shares; 2024Q4: 4,714 shares; 2025Q1: 4,975 shares; 2025Q2: 5,085 shares; 2025Q3: 4,999 shares; 2025Q4: 4,924 shares; 2026Q1: 4,896 shares 4,896 $2.41M 0.53% -28 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: 11,834 shares; 2024Q4: 11,834 shares; 2025Q1: 14,111 shares; 2025Q2: 14,351 shares; 2025Q3: 14,351 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $2.31M 0.51% 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: 14,638 shares; 2024Q4: 14,698 shares; 2025Q1: 15,592 shares; 2025Q2: 15,302 shares; 2025Q3: 15,302 shares; 2025Q4: 15,379 shares; 2026Q1: 14,494 shares 14,494 $2.25M 0.49% -885 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: 4,341 shares; 2024Q4: 4,350 shares; 2025Q1: 4,179 shares; 2025Q2: 3,707 shares; 2025Q3: 3,807 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares 3,707 $2.22M 0.49% 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: 10,779 shares; 2024Q4: 10,779 shares; 2025Q1: 10,779 shares; 2025Q2: 10,757 shares; 2025Q3: 11,255 shares; 2025Q4: 10,633 shares; 2026Q1: 10,607 shares 10,607 $2.05M 0.45% -26 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: 1,157 shares; 2024Q4: 2,944 shares; 2025Q1: 3,303 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,526 shares; 2026Q1: 3,526 shares 3,526 $2.04M 0.45% 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: 9,512 shares; 2024Q4: 9,512 shares; 2025Q1: 9,682 shares; 2025Q2: 9,254 shares; 2025Q3: 9,863 shares; 2025Q4: 9,609 shares; 2026Q1: 9,609 shares 9,609 $1.99M 0.44% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 32,090 shares; 2025Q1: 42,930 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $1.99M 0.44% 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: 14,473 shares; 2025Q1: 31,849 shares; 2025Q2: 34,668 shares; 2025Q3: 37,503 shares; 2025Q4: 50,461 shares; 2026Q1: 63,702 shares 63,702 $1.91M 0.42% +13,241 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: 16,772 shares; 2024Q4: 16,772 shares; 2025Q1: 17,445 shares; 2025Q2: 17,429 shares; 2025Q3: 17,428 shares; 2025Q4: 17,906 shares; 2026Q1: 18,306 shares 18,306 $1.88M 0.41% +400 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: 21,432 shares; 2025Q1: 40,328 shares; 2025Q2: 42,678 shares; 2025Q3: 46,828 shares; 2025Q4: 65,997 shares; 2026Q1: 94,302 shares 94,302 $1.87M 0.41% +28,305 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: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,028 shares; 2025Q4: 7,028 shares; 2026Q1: 6,506 shares 6,506 $1.85M 0.41% -522 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: 5,679 shares; 2024Q4: 5,710 shares; 2025Q1: 6,154 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares 5,804 $1.8M 0.4% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,592 shares; 2024Q4: 23,546 shares; 2025Q1: 23,582 shares; 2025Q2: 23,247 shares; 2025Q3: 23,247 shares; 2025Q4: 23,187 shares; 2026Q1: 22,687 shares 22,687 $1.8M 0.4% -500 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: 2,937 shares; 2024Q4: 2,928 shares; 2025Q1: 3,096 shares; 2025Q2: 3,172 shares; 2025Q3: 3,248 shares; 2025Q4: 3,177 shares; 2026Q1: 3,189 shares 3,189 $1.79M 0.39% +12 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,335 shares; 2024Q4: 29,902 shares; 2025Q1: 29,860 shares; 2025Q2: 30,345 shares; 2025Q3: 31,145 shares; 2025Q4: 31,566 shares; 2026Q1: 35,802 shares 35,802 $1.79M 0.39% +4,236 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: 6,234 shares; 2024Q4: 7,257 shares; 2025Q1: 8,311 shares; 2025Q2: 6,744 shares; 2025Q3: 5,994 shares; 2025Q4: 11,378 shares; 2026Q1: 28,748 shares 28,748 $1.76M 0.39% +17,370 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: 27,830 shares; 2024Q4: 30,510 shares; 2025Q1: 32,750 shares; 2025Q2: 31,950 shares; 2025Q3: 33,415 shares; 2025Q4: 32,915 shares; 2026Q1: 34,615 shares 34,615 $1.75M 0.39% +1,700 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: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,849 shares 1,849 $1.61M 0.35% -131 Timeline JMST 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: 5,650 shares; 2024Q4: 6,300 shares; 2025Q1: 6,020 shares; 2025Q2: not reported; 2025Q3: 5,430 shares; 2025Q4: 19,670 shares; 2026Q1: 31,470 shares 31,470 $1.6M 0.35% +11,800 Timeline PXF 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: 23,476 shares; 2024Q4: 23,476 shares; 2025Q1: 23,596 shares; 2025Q2: 23,596 shares; 2025Q3: 23,406 shares; 2025Q4: 23,406 shares; 2026Q1: 22,932 shares 22,932 $1.6M 0.35% -474 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: 9,458 shares; 2024Q4: 9,358 shares; 2025Q1: 6,310 shares; 2025Q2: 6,099 shares; 2025Q3: 6,098 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares 6,098 $1.59M 0.35% 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: 4,780 shares; 2024Q4: 4,757 shares; 2025Q1: 4,909 shares; 2025Q2: 3,325 shares; 2025Q3: 3,547 shares; 2025Q4: 3,347 shares; 2026Q1: 3,220 shares 3,220 $1.54M 0.34% -127 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: 7,258 shares; 2024Q4: 7,258 shares; 2025Q1: 7,588 shares; 2025Q2: 7,588 shares; 2025Q3: 7,587 shares; 2025Q4: 7,587 shares; 2026Q1: 7,587 shares 7,587 $1.54M 0.34% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,549 shares; 2025Q3: 1,625 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $1.52M 0.33% 0 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: 22,259 shares; 2024Q4: 22,059 shares; 2025Q1: 21,939 shares; 2025Q2: 20,584 shares; 2025Q3: 19,609 shares; 2025Q4: 19,609 shares; 2026Q1: 19,547 shares 19,547 $1.47M 0.32% -62 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: 11,156 shares; 2024Q4: 9,104 shares; 2025Q1: 9,193 shares; 2025Q2: 6,836 shares; 2025Q3: 6,826 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares 6,735 $1.45M 0.32% 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: 12,455 shares; 2024Q4: 11,110 shares; 2025Q1: 13,995 shares; 2025Q2: 11,485 shares; 2025Q3: 10,235 shares; 2025Q4: 8,786 shares; 2026Q1: 8,286 shares 8,286 $1.45M 0.32% -500 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: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 15,639 shares; 2025Q2: 15,639 shares; 2025Q3: 15,639 shares; 2025Q4: 15,639 shares; 2026Q1: 15,639 shares 15,639 $1.42M 0.31% 0 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: 5,077 shares; 2024Q4: 5,077 shares; 2025Q1: 5,517 shares; 2025Q2: 5,057 shares; 2025Q3: 5,142 shares; 2025Q4: 4,877 shares; 2026Q1: 4,877 shares 4,877 $1.4M 0.31% 0 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: 17,946 shares; 2024Q4: 18,006 shares; 2025Q1: 17,955 shares; 2025Q2: 17,964 shares; 2025Q3: 17,929 shares; 2025Q4: 17,156 shares; 2026Q1: 17,026 shares 17,026 $1.34M 0.29% -130 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: 15,838 shares; 2024Q4: 15,663 shares; 2025Q1: 16,761 shares; 2025Q2: 15,330 shares; 2025Q3: 14,923 shares; 2025Q4: 14,124 shares; 2026Q1: 14,114 shares 14,114 $1.31M 0.29% -10 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 3,905 shares; 2025Q4: 4,348 shares; 2026Q1: 4,102 shares 4,102 $1.27M 0.28% -246 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: 6,223 shares; 2024Q4: 6,213 shares; 2025Q1: 6,344 shares; 2025Q2: 6,338 shares; 2025Q3: 6,777 shares; 2025Q4: 6,488 shares; 2026Q1: 6,488 shares 6,488 $1.26M 0.28% 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: 4,441 shares; 2024Q4: 4,641 shares; 2025Q1: 4,758 shares; 2025Q2: 4,798 shares; 2025Q3: 4,830 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares 5,080 $1.23M 0.27% 0 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: 842 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 824 shares 824 $1.21M 0.27% -17 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: 17,574 shares; 2024Q4: 17,574 shares; 2025Q1: 16,299 shares; 2025Q2: 15,559 shares; 2025Q3: 15,559 shares; 2025Q4: 15,559 shares; 2026Q1: 15,559 shares 15,559 $1.21M 0.27% 0 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: 5,665 shares; 2024Q4: 6,926 shares; 2025Q1: 7,161 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,158 shares 6,158 $1.18M 0.26% +150 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: 13,904 shares; 2024Q4: 13,899 shares; 2025Q1: 13,899 shares; 2025Q2: 13,872 shares; 2025Q3: 14,157 shares; 2025Q4: 14,062 shares; 2026Q1: 13,675 shares 13,675 $1.17M 0.26% -387 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,435 shares; 2024Q4: 51,235 shares; 2025Q1: 51,275 shares; 2025Q2: 55,481 shares; 2025Q3: 55,091 shares; 2025Q4: 40,306 shares; 2026Q1: 38,506 shares 38,506 $1.16M 0.26% -1,800 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: 2,047 shares; 2024Q4: 2,017 shares; 2025Q1: 2,389 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares 2,334 $1.16M 0.25% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 10,341 shares; 2025Q1: 12,582 shares; 2025Q2: 13,262 shares; 2025Q3: 13,827 shares; 2025Q4: 15,412 shares; 2026Q1: 19,148 shares 19,148 $1.13M 0.25% +3,736 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 11,916 shares; 2025Q1: 11,731 shares; 2025Q2: 11,731 shares; 2025Q3: 11,731 shares; 2025Q4: 10,077 shares; 2026Q1: 5,540 shares 5,540 $1.12M 0.25% -4,537 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 16,350 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 14,872 shares; 2026Q1: 14,872 shares 14,872 $1.12M 0.25% 0 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: 9,818 shares; 2025Q2: 11,228 shares; 2025Q3: 11,355 shares; 2025Q4: 13,461 shares; 2026Q1: 14,931 shares 14,931 $1.07M 0.24% +1,470 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: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 10,080 shares; 2026Q1: 10,080 shares 10,080 $1.07M 0.24% 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: 4,464 shares; 2024Q4: 4,374 shares; 2025Q1: 4,484 shares; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares 4,484 $1.06M 0.23% 0 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: 24,708 shares; 2025Q3: 23,438 shares; 2025Q4: 22,818 shares; 2026Q1: 16,476 shares 16,476 $1.06M 0.23% -6,342 Timeline ACWX 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: 4,834 shares; 2024Q4: 7,461 shares; 2025Q1: 7,461 shares; 2025Q2: 11,367 shares; 2025Q3: 11,302 shares; 2025Q4: 11,302 shares; 2026Q1: 15,436 shares 15,436 $1.06M 0.23% +4,134 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: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $1.05M 0.23% 0 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $1.03M 0.23% 0 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: 5,334 shares; 2024Q4: 5,314 shares; 2025Q1: 6,056 shares; 2025Q2: 6,148 shares; 2025Q3: 6,062 shares; 2025Q4: 5,278 shares; 2026Q1: 5,173 shares 5,173 $1.03M 0.23% -105 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: 3,928 shares; 2024Q4: 3,880 shares; 2025Q1: 3,957 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares 7,590 $1.01M 0.22% 0 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: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,912 shares; 2025Q4: 1,939 shares; 2026Q1: 1,939 shares 1,939 $969K 0.21% 0 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $953K 0.21% 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: 12,208 shares; 2024Q4: 12,208 shares; 2025Q1: 12,408 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares; 2025Q4: 12,190 shares; 2026Q1: 12,169 shares 12,169 $925K 0.2% -21 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: 4,561 shares 4,561 $900K 0.2% new Timeline VXF 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: 4,369 shares; 2024Q4: 4,369 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,369 shares; 2026Q1: 4,369 shares 4,369 $899K 0.2% 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 8,320 shares; 2026Q1: 9,290 shares 9,290 $893K 0.2% +970 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,958 shares; 2025Q4: 14,598 shares; 2026Q1: 27,745 shares 27,745 $865K 0.19% +13,147 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: 33,219 shares; 2024Q4: 33,219 shares; 2025Q1: 30,129 shares; 2025Q2: 30,437 shares; 2025Q3: 31,437 shares; 2025Q4: 30,437 shares; 2026Q1: 29,837 shares 29,837 $838K 0.18% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,936 shares 7,936 $830K 0.18% new 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: 9,444 shares; 2024Q4: 9,404 shares; 2025Q1: 9,404 shares; 2025Q2: 9,404 shares; 2025Q3: 9,364 shares; 2025Q4: 8,864 shares; 2026Q1: 8,864 shares 8,864 $820K 0.18% 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: 7,482 shares; 2024Q4: 7,303 shares; 2025Q1: 7,303 shares; 2025Q2: 6,819 shares; 2025Q3: 6,669 shares; 2025Q4: 6,820 shares; 2026Q1: 6,186 shares 6,186 $810K 0.18% -634 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: 5,848 shares; 2024Q4: 5,748 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,703 shares; 2025Q4: 5,703 shares; 2026Q1: 5,563 shares 5,563 $808K 0.18% -140 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: 2,658 shares; 2024Q4: 3,614 shares; 2025Q1: 3,618 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares 2,658 $775K 0.17% 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: 3,914 shares; 2024Q4: 3,914 shares; 2025Q1: 3,912 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 2,777 shares 2,777 $741K 0.16% -1,050 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: 6,811 shares; 2024Q4: 8,626 shares; 2025Q1: 8,610 shares; 2025Q2: 9,100 shares; 2025Q3: 8,249 shares; 2025Q4: 7,997 shares; 2026Q1: 7,962 shares 7,962 $740K 0.16% -35 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares 2,035 $728K 0.16% 0 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: 16,016 shares; 2024Q4: 15,316 shares; 2025Q1: 14,895 shares; 2025Q2: 14,545 shares; 2025Q3: 14,545 shares; 2025Q4: 13,720 shares; 2026Q1: 13,720 shares 13,720 $724K 0.16% 0 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: 7,894 shares; 2024Q4: 7,837 shares; 2025Q1: 7,544 shares; 2025Q2: 7,314 shares; 2025Q3: 7,314 shares; 2025Q4: 8,314 shares; 2026Q1: 7,314 shares 7,314 $705K 0.15% -1,000 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $703K 0.15% 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: 3,528 shares; 2024Q4: 3,528 shares; 2025Q1: 3,234 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,072 shares 3,072 $694K 0.15% -162 Timeline SUSL 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: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 5,976 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares; 2026Q1: 6,051 shares 6,051 $687K 0.15% +75 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: 6,629 shares; 2024Q4: 6,311 shares; 2025Q1: 6,816 shares; 2025Q2: 6,816 shares; 2025Q3: 6,816 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $686K 0.15% 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: 7,439 shares; 2026Q1: 7,439 shares 7,439 $680K 0.15% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $676K 0.15% 0 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: 17,432 shares; 2024Q4: 15,997 shares; 2025Q1: 14,379 shares; 2025Q2: 13,694 shares; 2025Q3: 11,083 shares; 2025Q4: 10,803 shares; 2026Q1: 10,803 shares 10,803 $655K 0.14% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares 3,583 $653K 0.14% 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: 8,554 shares; 2024Q4: 8,554 shares; 2025Q1: 10,310 shares; 2025Q2: 9,137 shares; 2025Q3: 9,137 shares; 2025Q4: 9,137 shares; 2026Q1: 13,212 shares 13,212 $652K 0.14% +4,075 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: 5,821 shares; 2024Q4: 5,358 shares; 2025Q1: 5,485 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares 4,444 $652K 0.14% 0 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: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $648K 0.14% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,599 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 3,833 shares; 2025Q4: 3,829 shares; 2026Q1: 3,713 shares 3,713 $644K 0.14% -116 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: 3,653 shares; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $635K 0.14% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,395 shares 4,395 $626K 0.14% new Timeline SHV 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: 4,555 shares; 2024Q4: 6,659 shares; 2025Q1: 6,674 shares; 2025Q2: 6,339 shares; 2025Q3: 6,414 shares; 2025Q4: 7,064 shares; 2026Q1: 5,609 shares 5,609 $619K 0.14% -1,455 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: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares 4,779 $605K 0.13% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 5,730 shares; 2025Q1: 6,850 shares; 2025Q2: 6,765 shares; 2025Q3: 7,467 shares; 2025Q4: 6,635 shares; 2026Q1: 6,860 shares 6,860 $605K 0.13% +225 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,227 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares 1,206 $592K 0.13% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 10,801 shares; 2025Q1: 12,172 shares; 2025Q2: 12,263 shares; 2025Q3: 12,247 shares; 2025Q4: 11,352 shares; 2026Q1: 9,911 shares 9,911 $571K 0.13% -1,441 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: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 6,706 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,968 shares; 2026Q1: 3,846 shares 3,846 $566K 0.12% -3,122 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 7,940 shares; 2025Q4: 7,677 shares; 2026Q1: 7,677 shares 7,677 $565K 0.12% 0 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: 35,737 shares; 2024Q4: 36,147 shares; 2025Q1: 36,072 shares; 2025Q2: 35,292 shares; 2025Q3: 35,077 shares; 2025Q4: 32,977 shares; 2026Q1: 32,977 shares 32,977 $563K 0.12% 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $545K 0.12% 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: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,973 shares; 2026Q1: 2,973 shares 2,973 $542K 0.12% 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: 3,610 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,000 shares; 2025Q4: 2,760 shares; 2026Q1: 2,510 shares 2,510 $536K 0.12% -250 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,673 shares; 2025Q3: 7,673 shares; 2025Q4: 7,673 shares; 2026Q1: 7,673 shares 7,673 $535K 0.12% 0 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: 2,723 shares; 2024Q4: 2,648 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $534K 0.12% 0 Timeline EFAV 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: 19,414 shares; 2024Q4: 18,150 shares; 2025Q1: 18,740 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares 5,840 $534K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 508 shares; 2025Q3: 645 shares; 2025Q4: 785 shares; 2026Q1: 1,139 shares 1,139 $525K 0.12% +354 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: 1,795 shares; 2024Q4: 1,770 shares; 2025Q1: 1,699 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $514K 0.11% 0 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: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,740 shares; 2025Q2: 2,266 shares; 2025Q3: 2,863 shares; 2025Q4: 2,903 shares; 2026Q1: 2,729 shares 2,729 $509K 0.11% -174 Timeline FTSM 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: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $508K 0.11% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares 1,678 $499K 0.11% 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: 14,881 shares; 2024Q4: 14,381 shares; 2025Q1: 11,131 shares; 2025Q2: 11,131 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,131 shares 11,131 $491K 0.11% 0 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: 4,308 shares; 2024Q4: 3,978 shares; 2025Q1: 3,862 shares; 2025Q2: 3,720 shares; 2025Q3: 3,719 shares; 2025Q4: 3,709 shares; 2026Q1: 3,709 shares 3,709 $490K 0.11% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $480K 0.11% 0 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: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 7,071 shares; 2025Q2: 7,071 shares; 2025Q3: 7,071 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares 7,071 $478K 0.1% 0 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares 3,456 $467K 0.1% 0 Timeline TDIV 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares 4,975 $466K 0.1% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 5,063 shares; 2025Q3: 7,042 shares; 2025Q4: 7,890 shares; 2026Q1: 7,890 shares 7,890 $462K 0.1% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 4,095 shares; 2026Q1: 7,890 shares 7,890 $461K 0.1% +3,795 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: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 4,965 shares; 2025Q3: 4,965 shares; 2025Q4: 4,965 shares; 2026Q1: 4,965 shares 4,965 $458K 0.1% 0 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: 804 shares; 2024Q4: 804 shares; 2025Q1: 750 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $452K 0.1% 0 Timeline EEMV 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: 12,611 shares; 2024Q4: 12,255 shares; 2025Q1: 11,878 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares; 2025Q4: 6,887 shares; 2026Q1: 6,887 shares 6,887 $446K 0.1% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,182 shares; 2025Q2: 2,182 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares 2,182 $430K 0.09% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,221 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares 2,257 $428K 0.09% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,736 shares; 2026Q1: 5,736 shares 5,736 $419K 0.09% 0 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: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $415K 0.09% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,807 shares; 2024Q4: 14,826 shares; 2025Q1: 13,942 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 6,956 shares; 2026Q1: 6,956 shares 6,956 $414K 0.09% 0 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: 1,475 shares; 2024Q4: 1,305 shares; 2025Q1: 1,549 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares 1,549 $412K 0.09% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares 4,000 $411K 0.09% -1,000 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,798 shares; 2025Q4: 3,726 shares; 2026Q1: 3,726 shares 3,726 $407K 0.09% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,395 shares; 2025Q4: 2,430 shares; 2026Q1: 3,175 shares 3,175 $398K 0.09% +745 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: 1,342 shares; 2024Q4: 1,321 shares; 2025Q1: 1,421 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,438 shares; 2026Q1: 1,399 shares 1,399 $391K 0.09% -39 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: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,305 shares 2,305 $390K 0.09% -150 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 3,238 shares 3,238 $384K 0.08% 0 Timeline TAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,850 shares 6,850 $382K 0.08% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares 3,362 $369K 0.08% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC 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 $364K 0.08% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,650 shares 1,650 $361K 0.08% -125 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,335 shares; 2025Q1: 3,575 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $353K 0.08% 0 Timeline RPG 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: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,540 shares; 2026Q1: 7,540 shares 7,540 $352K 0.08% 0 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: 4,462 shares; 2024Q4: 4,462 shares; 2025Q1: 4,462 shares; 2025Q2: 4,462 shares; 2025Q3: 4,462 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares 4,837 $352K 0.08% 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: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $335K 0.07% 0 Timeline QARP 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: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,769 shares; 2025Q4: 5,627 shares; 2026Q1: 5,627 shares 5,627 $332K 0.07% 0 Timeline EASG 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: 9,085 shares; 2024Q4: 9,085 shares; 2025Q1: 9,085 shares; 2025Q2: 9,085 shares; 2025Q3: 9,085 shares; 2025Q4: 9,185 shares; 2026Q1: 9,185 shares 9,185 $323K 0.07% 0 Timeline XLY 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: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,477 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares 2,930 $319K 0.07% 0 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $316K 0.07% 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: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,881 shares 1,881 $309K 0.07% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $306K 0.07% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,128 shares; 2026Q1: 3,128 shares 3,128 $305K 0.07% 0 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: 2,446 shares; 2024Q4: 2,446 shares; 2025Q1: 4,603 shares; 2025Q2: 2,446 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares 2,446 $304K 0.07% 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $303K 0.07% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,440 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares 1,443 $299K 0.07% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748 shares 748 $297K 0.07% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $296K 0.07% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 2,652 shares; 2025Q1: 3,527 shares; 2025Q2: 3,527 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,102 shares 3,102 $289K 0.06% -100 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares 2,023 $289K 0.06% 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: not reported; 2025Q3: 490 shares; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $286K 0.06% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $283K 0.06% 0 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: 1,708 shares; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares 1,707 $281K 0.06% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $270K 0.06% 0 Timeline LDEM 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: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 4,560 shares; 2026Q1: 4,630 shares 4,630 $268K 0.06% +70 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: 932 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $263K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $262K 0.06% 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: 4,113 shares; 2024Q4: 3,829 shares; 2025Q1: 3,893 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 5,498 shares; 2026Q1: 5,498 shares 5,498 $252K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $250K 0.06% 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: 775 shares; 2024Q4: 620 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 760 shares 760 $250K 0.05% -50 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: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares 2,209 $245K 0.05% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $243K 0.05% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 614 shares 614 $242K 0.05% new Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES 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: 43,900 shares; 2026Q1: 63,900 shares 63,900 $239K 0.05% +20,000 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $237K 0.05% 0 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: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares 3,570 $236K 0.05% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142 $234K 0.05% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares; 2026Q1: 2,829 shares 2,829 $230K 0.05% 0 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: 827 shares; 2024Q4: 927 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 614 shares 614 $228K 0.05% -30 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 3,062 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,296 shares 2,296 $221K 0.05% -436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $220K 0.05% 0 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: 5,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,249 shares 4,249 $218K 0.05% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 10,155 shares; 2025Q4: 10,320 shares; 2026Q1: 11,520 shares 11,520 $217K 0.05% +1,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares 2,590 $217K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,830 shares; 2026Q1: 2,700 shares 2,700 $215K 0.05% -130 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: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: not reported; 2026Q1: 3,760 shares 3,760 $212K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $209K 0.05% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares 8,590 $209K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 364 shares 364 $205K 0.05% new 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: 9,660 shares; 2024Q4: 7,660 shares; 2025Q1: 7,660 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 7,510 shares; 2026Q1: 7,710 shares 7,710 $204K 0.04% +200 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: 22,865 shares; 2024Q4: 22,865 shares; 2025Q1: 22,865 shares; 2025Q2: 22,865 shares; 2025Q3: 23,565 shares; 2025Q4: 22,565 shares; 2026Q1: 14,890 shares 14,890 $152K 0.03% -7,675 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,415 shares; 2024Q4: 26,415 shares; 2025Q1: 26,415 shares; 2025Q2: 23,749 shares; 2025Q3: 26,249 shares; 2025Q4: 26,249 shares; 2026Q1: 26,249 shares 26,249 $139K 0.03% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2026Q1: 10,000 shares 10,000 $85K 0.02% new Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to 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: 11,450 shares; 2026Q1: 13,450 shares 13,450 $82.4K 0.02% +2,000 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $60.3K 0.01% 0 Timeline COTY COTY INC More: the full row for COTY 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 $40.2K 0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 13,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $30.9K 0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 10,000 shares; 2026Q1: 20,000 shares 20,000 $18.5K <0.01% +10,000 Timeline MTVA METAVIA INC More: the full row for METAVIA 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 $12K <0.01% new Timeline TCRX TSCAN THERAPEUTICS INC More: the full row for TSCAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 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 $10.1K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH 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: 10,020 shares; 2026Q1: 10,020 shares 10,020 $9.48K <0.01% 0 Timeline