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: restricted; 2024Q4: 259,279 shares; 2025Q1: 259,279 shares; 2025Q2: 224,654 shares; 2025Q3: 231,222 shares; 2025Q4: 238,498 shares; 2026Q1: 424,239 shares 424,239 $277M 18.59% +185,741 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: restricted; 2024Q4: 390,284 shares; 2025Q1: 390,284 shares; 2025Q2: 942,234 shares; 2025Q3: 957,560 shares; 2025Q4: 988,397 shares; 2026Q1: 1,084,487 shares 1,084,487 $129M 8.63% +96,090 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260,586 shares; 2025Q3: 1,280,789 shares; 2025Q4: 664,698 shares; 2026Q1: 1,225,424 shares 1,225,424 $92.7M 6.22% +560,726 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 9,236 shares; 2025Q3: 621,258 shares; 2025Q4: 637,886 shares; 2026Q1: 3,408,054 shares 3,408,054 $90.7M 6.08% +2,770,168 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: restricted; 2024Q4: 169,701 shares; 2025Q1: 169,701 shares; 2025Q2: 148,348 shares; 2025Q3: 149,144 shares; 2025Q4: 149,812 shares; 2026Q1: 127,756 shares 127,756 $89.1M 5.98% -22,056 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,633,266 shares; 2025Q1: 2,633,266 shares; 2025Q2: 2,436,076 shares; 2025Q3: 2,429,812 shares; 2025Q4: 2,526,887 shares; 2026Q1: 2,477,917 shares 2,477,917 $77.6M 5.21% -48,970 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: restricted; 2024Q4: 1,787,164 shares; 2025Q1: 1,787,164 shares; 2025Q2: 1,195,058 shares; 2025Q3: 1,213,221 shares; 2025Q4: 1,259,561 shares; 2026Q1: 843,135 shares 843,135 $62.1M 4.16% -416,426 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: restricted; 2024Q4: 20,093 shares; 2025Q1: 20,093 shares; 2025Q2: 858,782 shares; 2025Q3: 538,794 shares; 2025Q4: 538,099 shares; 2026Q1: 661,171 shares 661,171 $38.7M 2.6% +123,072 Timeline VOX 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: restricted; 2024Q4: 188,675 shares; 2025Q1: 188,675 shares; 2025Q2: 184,173 shares; 2025Q3: 184,412 shares; 2025Q4: 189,669 shares; 2026Q1: 186,325 shares 186,325 $33.5M 2.25% -3,344 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 128,136 shares; 2025Q3: 127,274 shares; 2025Q4: 124,375 shares; 2026Q1: 116,863 shares 116,863 $31.8M 2.13% -7,512 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: restricted; 2024Q4: 150,690 shares; 2025Q1: 150,690 shares; 2025Q2: 152,832 shares; 2025Q3: 152,344 shares; 2025Q4: 308,217 shares; 2026Q1: 286,426 shares 286,426 $31.2M 2.09% -21,791 Timeline EWZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241,855 shares; 2025Q3: 1,260,232 shares; 2025Q4: 1,276,599 shares; 2026Q1: 732,490 shares 732,490 $28.1M 1.89% -544,109 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,120 shares; 2025Q1: 168,120 shares; 2025Q2: 163,766 shares; 2025Q3: 164,558 shares; 2025Q4: 166,442 shares; 2026Q1: 156,067 shares 156,067 $25.2M 1.69% -10,375 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: restricted; 2024Q4: 36,595 shares; 2025Q1: 36,595 shares; 2025Q2: 36,438 shares; 2025Q3: 36,232 shares; 2025Q4: 34,846 shares; 2026Q1: 34,939 shares 34,939 $22.7M 1.52% +93 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,125 shares; 2025Q3: 131,541 shares; 2025Q4: 136,832 shares; 2026Q1: 220,005 shares 220,005 $22.3M 1.5% +83,173 Timeline SPHQ 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: restricted; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 286,827 shares 286,827 $21.6M 1.45% +286,756 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: restricted; 2024Q4: 57,938 shares; 2025Q1: 57,938 shares; 2025Q2: 2,133 shares; 2025Q3: 1,759 shares; 2025Q4: 1,749 shares; 2026Q1: 112,278 shares 112,278 $21.5M 1.45% +110,529 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: restricted; 2024Q4: 83,735 shares; 2025Q1: 83,735 shares; 2025Q2: 82,160 shares; 2025Q3: 81,622 shares; 2025Q4: 80,714 shares; 2026Q1: 76,992 shares 76,992 $19.5M 1.31% -3,722 Timeline SPYV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324,073 shares 324,073 $18.3M 1.23% new 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: restricted; 2024Q4: 822,285 shares; 2025Q1: 822,285 shares; 2025Q2: 824,697 shares; 2025Q3: 827,241 shares; 2025Q4: 840,963 shares; 2026Q1: 350,148 shares 350,148 $17.3M 1.16% -490,815 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,666 shares; 2025Q1: 215,666 shares; 2025Q2: 215,737 shares; 2025Q3: 214,322 shares; 2025Q4: 214,953 shares; 2026Q1: 195,321 shares 195,321 $16M 1.07% -19,632 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: restricted; 2024Q4: 129,797 shares; 2025Q1: 129,797 shares; 2025Q2: 127,925 shares; 2025Q3: 126,895 shares; 2025Q4: 255,632 shares; 2026Q1: 239,694 shares 239,694 $14.7M 0.98% -15,938 Timeline XAR 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: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 569 shares; 2025Q3: 23,878 shares; 2025Q4: 25,020 shares; 2026Q1: 46,393 shares 46,393 $11.8M 0.79% +21,373 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: restricted; 2024Q4: 22,156 shares; 2025Q1: 22,156 shares; 2025Q2: 23,231 shares; 2025Q3: 23,029 shares; 2025Q4: 23,120 shares; 2026Q1: 23,025 shares 23,025 $11M 0.74% -95 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: restricted; 2024Q4: 27,506 shares; 2025Q1: 27,506 shares; 2025Q2: 27,245 shares; 2025Q3: 27,431 shares; 2025Q4: 27,733 shares; 2026Q1: 27,526 shares 27,526 $10.2M 0.68% -207 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396,127 shares 396,127 $9.62M 0.65% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,110 shares; 2025Q1: 103,110 shares; 2025Q2: 105,871 shares; 2025Q3: 105,369 shares; 2025Q4: 211,837 shares; 2026Q1: 186,263 shares 186,263 $8.55M 0.57% -25,574 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: restricted; 2024Q4: 36,446 shares; 2025Q1: 36,446 shares; 2025Q2: 35,492 shares; 2025Q3: 35,561 shares; 2025Q4: 35,501 shares; 2026Q1: 35,314 shares 35,314 $7.35M 0.49% -187 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: restricted; 2024Q4: 23,010 shares; 2025Q1: 23,010 shares; 2025Q2: 11,165 shares; 2025Q3: 11,934 shares; 2025Q4: 11,977 shares; 2026Q1: 11,837 shares 11,837 $7.07M 0.47% -140 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: restricted; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 5,708 shares; 2025Q3: 8,770 shares; 2025Q4: 8,193 shares; 2026Q1: 6,751 shares 6,751 $6.21M 0.42% -1,442 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,627 shares; 2025Q1: 151,627 shares; 2025Q2: 152,206 shares; 2025Q3: 152,615 shares; 2025Q4: 154,271 shares; 2026Q1: 143,933 shares 143,933 $5.88M 0.39% -10,338 Timeline XLB 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: restricted; 2024Q4: 61,124 shares; 2025Q1: 61,124 shares; 2025Q2: 60,067 shares; 2025Q3: 60,070 shares; 2025Q4: 119,424 shares; 2026Q1: 114,974 shares 114,974 $5.75M 0.39% -4,450 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: restricted; 2024Q4: 8,841 shares; 2025Q1: 8,841 shares; 2025Q2: 8,751 shares; 2025Q3: 9,228 shares; 2025Q4: 9,250 shares; 2026Q1: 9,565 shares 9,565 $5.52M 0.37% +315 Timeline XOP 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: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 430 shares; 2025Q3: 281 shares; 2025Q4: 277 shares; 2026Q1: 29,656 shares 29,656 $5.39M 0.36% +29,379 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: restricted; 2024Q4: 28,846 shares; 2025Q1: 28,846 shares; 2025Q2: 28,334 shares; 2025Q3: 26,809 shares; 2025Q4: 30,476 shares; 2026Q1: 30,392 shares 30,392 $5.3M 0.36% -84 Timeline SPYM 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: restricted; 2024Q4: 998,848 shares; 2025Q1: 998,848 shares; 2025Q2: 34,010 shares; 2025Q3: 44,085 shares; 2025Q4: 596,970 shares; 2026Q1: 67,056 shares 67,056 $5.13M 0.34% -529,914 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: restricted; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,072 shares; 2025Q3: 9,102 shares; 2025Q4: 9,068 shares; 2026Q1: 9,040 shares 9,040 $5.09M 0.34% -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: restricted; 2024Q4: 32,023 shares; 2025Q1: 32,023 shares; 2025Q2: 31,411 shares; 2025Q3: 31,208 shares; 2025Q4: 31,310 shares; 2026Q1: 31,313 shares 31,313 $5M 0.34% +3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,190 shares; 2025Q1: 31,190 shares; 2025Q2: 31,069 shares; 2025Q3: 31,034 shares; 2025Q4: 31,788 shares; 2026Q1: 32,016 shares 32,016 $4.74M 0.32% +228 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: restricted; 2024Q4: 202,987 shares; 2025Q1: 202,987 shares; 2025Q2: 29,065 shares; 2025Q3: 41,562 shares; 2025Q4: 53,896 shares; 2026Q1: 45,086 shares 45,086 $4.54M 0.3% -8,810 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,368 shares; 2025Q1: 142,368 shares; 2025Q2: 138,915 shares; 2025Q3: 135,618 shares; 2025Q4: 133,692 shares; 2026Q1: 124,375 shares 124,375 $4.13M 0.28% -9,317 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: restricted; 2024Q4: 18,660 shares; 2025Q1: 18,660 shares; 2025Q2: 18,677 shares; 2025Q3: 18,733 shares; 2025Q4: 22,702 shares; 2026Q1: 21,383 shares 21,383 $3.63M 0.24% -1,319 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: restricted; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 148,001 shares; 2025Q3: 151,396 shares; 2025Q4: 8,580 shares; 2026Q1: 7,969 shares 7,969 $3.43M 0.23% -611 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,171 shares; 2025Q1: 68,171 shares; 2025Q2: 54,595 shares; 2025Q3: 47,566 shares; 2025Q4: 41,287 shares; 2026Q1: 34,533 shares 34,533 $3.4M 0.23% -6,754 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: restricted; 2024Q4: 25,387 shares; 2025Q1: 25,387 shares; 2025Q2: 18,408 shares; 2025Q3: 18,409 shares; 2025Q4: 17,402 shares; 2026Q1: 16,326 shares 16,326 $3.36M 0.23% -1,076 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: restricted; 2024Q4: 14,970 shares; 2025Q1: 14,970 shares; 2025Q2: 14,819 shares; 2025Q3: 14,820 shares; 2025Q4: 14,685 shares; 2026Q1: 14,656 shares 14,656 $3.15M 0.21% -29 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: restricted; 2024Q4: 31,192 shares; 2025Q1: 31,192 shares; 2025Q2: 34,768 shares; 2025Q3: 34,819 shares; 2025Q4: 47,842 shares; 2026Q1: 41,302 shares 41,302 $3.14M 0.21% -6,540 Timeline GOVT 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: restricted; 2024Q4: 272,195 shares; 2025Q1: 272,195 shares; 2025Q2: 138,915 shares; 2025Q3: 134,803 shares; 2025Q4: 134,691 shares; 2026Q1: 128,026 shares 128,026 $2.93M 0.2% -6,665 Timeline TLTW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,628 shares; 2026Q1: 118,846 shares 118,846 $2.69M 0.18% +24,218 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,254 shares; 2025Q1: 36,254 shares; 2025Q2: 41,588 shares; 2025Q3: 42,691 shares; 2025Q4: 49,915 shares; 2026Q1: 47,018 shares 47,018 $2.66M 0.18% -2,897 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: restricted; 2024Q4: 10,990 shares; 2025Q1: 10,990 shares; 2025Q2: 11,097 shares; 2025Q3: 11,425 shares; 2025Q4: 27,680 shares; 2026Q1: 30,394 shares 30,394 $2.41M 0.16% +2,714 Timeline PFF 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: restricted; 2024Q4: 52,975 shares; 2025Q1: 52,975 shares; 2025Q2: 60,820 shares; 2025Q3: 59,696 shares; 2025Q4: 71,195 shares; 2026Q1: 73,685 shares 73,685 $2.23M 0.15% +2,490 Timeline LQDW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,680 shares; 2026Q1: 92,297 shares 92,297 $2.23M 0.15% +24,617 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 17,643 shares; 2025Q4: 20,867 shares; 2026Q1: 27,432 shares 27,432 $2.12M 0.14% +6,565 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,240 shares; 2025Q1: 37,240 shares; 2025Q2: 45,739 shares; 2025Q3: 46,504 shares; 2025Q4: 52,694 shares; 2026Q1: 54,043 shares 54,043 $2.11M 0.14% +1,349 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 20,294 shares; 2025Q3: 44,795 shares; 2025Q4: 45,794 shares; 2026Q1: 43,355 shares 43,355 $2.02M 0.14% -2,439 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: restricted; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,480 shares; 2025Q3: 9,490 shares; 2025Q4: 9,415 shares; 2026Q1: 9,265 shares 9,265 $2.02M 0.14% -150 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: restricted; 2024Q4: 8,537 shares; 2025Q1: 8,537 shares; 2025Q2: 10,541 shares; 2025Q3: 11,628 shares; 2025Q4: 14,232 shares; 2026Q1: 19,648 shares 19,648 $1.95M 0.13% +5,416 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: restricted; 2024Q4: 8,748 shares; 2025Q1: 8,748 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares; 2026Q1: 8,375 shares 8,375 $1.92M 0.13% -101 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,143,157 shares; 2025Q1: 1,143,157 shares; 2025Q2: 195,471 shares; 2025Q3: 24,768 shares; 2025Q4: 707,015 shares; 2026Q1: 19,433 shares 19,433 $1.85M 0.12% -687,582 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: restricted; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 5,837 shares; 2025Q3: 5,879 shares; 2025Q4: 5,886 shares; 2026Q1: 5,700 shares 5,700 $1.83M 0.12% -186 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: restricted; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,456 shares; 2025Q3: 5,768 shares; 2025Q4: 5,911 shares; 2026Q1: 6,062 shares 6,062 $1.74M 0.12% +151 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: restricted; 2024Q4: 11,253 shares; 2025Q1: 11,253 shares; 2025Q2: 11,333 shares; 2025Q3: 10,822 shares; 2025Q4: 11,626 shares; 2026Q1: 11,508 shares 11,508 $1.69M 0.11% -118 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,226 shares; 2025Q1: 24,226 shares; 2025Q2: 26,945 shares; 2025Q3: 28,007 shares; 2025Q4: 33,557 shares; 2026Q1: 33,915 shares 33,915 $1.69M 0.11% +358 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,958 shares; 2025Q1: 12,958 shares; 2025Q2: 11,704 shares; 2025Q3: 13,643 shares; 2025Q4: 13,625 shares; 2026Q1: 13,143 shares 13,143 $1.64M 0.11% -482 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,231 shares; 2025Q1: 33,231 shares; 2025Q2: 30,193 shares; 2025Q3: 30,590 shares; 2025Q4: 30,492 shares; 2026Q1: 32,696 shares 32,696 $1.64M 0.11% +2,204 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,542 shares; 2025Q1: 15,542 shares; 2025Q2: 15,571 shares; 2025Q3: 42,704 shares; 2025Q4: 48,554 shares; 2026Q1: 67,321 shares 67,321 $1.61M 0.11% +18,767 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: restricted; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 13,167 shares; 2025Q3: 12,942 shares; 2025Q4: 12,883 shares; 2026Q1: 12,816 shares 12,816 $1.59M 0.11% -67 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,741 shares; 2025Q1: 19,741 shares; 2025Q2: 26,897 shares; 2025Q3: 26,727 shares; 2025Q4: 23,662 shares; 2026Q1: 61,283 shares 61,283 $1.57M 0.11% +37,621 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: restricted; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,439 shares; 2025Q3: 4,456 shares; 2025Q4: 5,163 shares; 2026Q1: 5,253 shares 5,253 $1.51M 0.1% +90 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: restricted; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,384 shares; 2025Q3: 2,317 shares; 2025Q4: 2,040 shares; 2026Q1: 2,060 shares 2,060 $1.46M 0.1% +20 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: restricted; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,807 shares; 2025Q3: 4,865 shares; 2025Q4: 4,946 shares; 2026Q1: 4,717 shares 4,717 $1.39M 0.09% -229 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,278 shares; 2025Q1: 28,278 shares; 2025Q2: 28,324 shares; 2025Q3: 28,453 shares; 2025Q4: 28,446 shares; 2026Q1: 28,327 shares 28,327 $1.38M 0.09% -119 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: restricted; 2024Q4: 28,492 shares; 2025Q1: 28,492 shares; 2025Q2: 27,584 shares; 2025Q3: 24,966 shares; 2025Q4: 21,505 shares; 2026Q1: 20,062 shares 20,062 $1.35M 0.09% -1,443 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: restricted; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,857 shares; 2025Q3: 3,865 shares; 2025Q4: 4,046 shares; 2026Q1: 4,029 shares 4,029 $1.32M 0.09% -17 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: restricted; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,607 shares; 2025Q3: 5,608 shares; 2025Q4: 5,502 shares; 2026Q1: 5,336 shares 5,336 $1.3M 0.09% -166 Timeline DVYE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,256 shares; 2025Q3: 29,571 shares; 2025Q4: 40,709 shares; 2026Q1: 35,017 shares 35,017 $1.2M 0.08% -5,692 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 12,864 shares; 2026Q1: 14,191 shares 14,191 $1.19M 0.08% +1,327 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,624 shares; 2025Q3: 20,762 shares; 2025Q4: 23,130 shares; 2026Q1: 23,577 shares 23,577 $1.16M 0.08% +447 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: restricted; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 4,151 shares; 2026Q1: 3,919 shares 3,919 $1.11M 0.07% -232 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: restricted; 2024Q4: 9,512 shares; 2025Q1: 9,512 shares; 2025Q2: 18,035 shares; 2025Q3: 17,656 shares; 2025Q4: 17,850 shares; 2026Q1: 18,631 shares 18,631 $1.11M 0.07% +781 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: restricted; 2024Q4: 11,807 shares; 2025Q1: 11,807 shares; 2025Q2: 11,807 shares; 2025Q3: 11,807 shares; 2025Q4: 11,807 shares; 2026Q1: 11,599 shares 11,599 $1.08M 0.07% -208 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,950 shares; 2026Q1: 23,599 shares 23,599 $1.07M 0.07% +1,649 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: restricted; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,577 shares; 2025Q3: 5,313 shares; 2025Q4: 5,389 shares; 2026Q1: 5,520 shares 5,520 $1.06M 0.07% +131 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: restricted; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,181 shares; 2026Q1: 1,060 shares 1,060 $1.06M 0.07% -121 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: restricted; 2024Q4: 3,437 shares; 2025Q1: 3,437 shares; 2025Q2: 3,302 shares; 2025Q3: 3,274 shares; 2025Q4: 3,278 shares; 2026Q1: 3,362 shares 3,362 $1.04M 0.07% +84 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: restricted; 2024Q4: 8,738 shares; 2025Q1: 8,738 shares; 2025Q2: 8,486 shares; 2025Q3: 8,397 shares; 2025Q4: 8,406 shares; 2026Q1: 7,908 shares 7,908 $1.04M 0.07% -498 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: restricted; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 951 shares; 2025Q3: 971 shares; 2025Q4: 1,046 shares; 2026Q1: 1,159 shares 1,159 $1.01M 0.07% +113 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 2,485 shares; 2025Q3: 2,758 shares; 2025Q4: 2,817 shares; 2026Q1: 2,992 shares 2,992 $1.01M 0.07% +175 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: restricted; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 6,924 shares; 2025Q3: 6,925 shares; 2025Q4: 6,927 shares; 2026Q1: 6,928 shares 6,928 $1.01M 0.07% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,806 shares; 2025Q1: 9,806 shares; 2025Q2: 9,309 shares; 2025Q3: 9,060 shares; 2025Q4: 8,661 shares; 2026Q1: 8,663 shares 8,663 $980K 0.07% +2 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: restricted; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 4,037 shares; 2025Q3: 3,941 shares; 2025Q4: 4,500 shares; 2026Q1: 4,673 shares 4,673 $967K 0.06% +173 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,248 shares 19,248 $962K 0.06% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,182 shares; 2025Q1: 40,182 shares; 2025Q2: 37,431 shares; 2025Q3: 33,781 shares; 2025Q4: 36,395 shares; 2026Q1: 32,806 shares 32,806 $951K 0.06% -3,589 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,918 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,962 shares 3,962 $951K 0.06% +1 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: restricted; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,161 shares; 2025Q3: 5,154 shares; 2025Q4: 6,646 shares; 2026Q1: 6,559 shares 6,559 $947K 0.06% -87 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: restricted; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,761 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,142 shares 2,142 $936K 0.06% +86 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: restricted; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,102 shares; 2025Q3: 4,101 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $896K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,461 shares; 2025Q3: 2,631 shares; 2025Q4: 2,602 shares; 2026Q1: 2,813 shares 2,813 $871K 0.06% +211 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: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 331 shares; 2025Q3: 323 shares; 2025Q4: 212 shares; 2026Q1: 2,609 shares 2,609 $850K 0.06% +2,397 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,690 shares; 2025Q3: 16,697 shares; 2025Q4: 19,364 shares; 2026Q1: 19,716 shares 19,716 $839K 0.06% +352 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,049 shares 16,049 $835K 0.06% new Timeline SPHY 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: restricted; 2024Q4: 75,515 shares; 2025Q1: 75,515 shares; 2025Q2: 78,751 shares; 2025Q3: 81,242 shares; 2025Q4: 40,662 shares; 2026Q1: 35,597 shares 35,597 $830K 0.06% -5,065 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $825K 0.06% 0 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: restricted; 2024Q4: 6,398 shares; 2025Q1: 6,398 shares; 2025Q2: 6,339 shares; 2025Q3: 6,302 shares; 2025Q4: 6,365 shares; 2026Q1: 6,261 shares 6,261 $820K 0.05% -104 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 26,442 shares; 2025Q3: 26,442 shares; 2025Q4: 25,716 shares; 2026Q1: 24,990 shares 24,990 $774K 0.05% -726 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: restricted; 2024Q4: 2,997 shares; 2025Q1: 2,997 shares; 2025Q2: 3,107 shares; 2025Q3: 3,126 shares; 2025Q4: 3,128 shares; 2026Q1: 3,083 shares 3,083 $747K 0.05% -45 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,361 shares; 2025Q3: 4,063 shares; 2025Q4: 3,227 shares; 2026Q1: 3,017 shares 3,017 $745K 0.05% -210 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,069 shares; 2025Q3: 17,216 shares; 2025Q4: 17,008 shares; 2026Q1: 9,826 shares 9,826 $738K 0.05% -7,182 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,558 shares; 2025Q3: 4,598 shares; 2025Q4: 4,391 shares; 2026Q1: 4,433 shares 4,433 $724K 0.05% +42 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 365,133 shares; 2025Q3: 370,161 shares; 2025Q4: 379,420 shares; 2026Q1: 8,485 shares 8,485 $716K 0.05% -370,935 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445,056 shares; 2025Q3: 450,646 shares; 2025Q4: 453,795 shares; 2026Q1: 8,954 shares 8,954 $704K 0.05% -444,841 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 4,222 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares 4,223 $700K 0.05% 0 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: restricted; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 895 shares; 2025Q3: 953 shares; 2025Q4: 1,283 shares; 2026Q1: 1,190 shares 1,190 $681K 0.05% -93 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: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,209 shares; 2025Q3: 2,245 shares; 2025Q4: 2,238 shares; 2026Q1: 2,249 shares 2,249 $680K 0.05% +11 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: restricted; 2024Q4: 6,062 shares; 2025Q1: 6,062 shares; 2025Q2: 5,611 shares; 2025Q3: 5,612 shares; 2025Q4: 5,615 shares; 2026Q1: 5,455 shares 5,455 $678K 0.05% -160 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: restricted; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,725 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,309 shares 4,309 $669K 0.04% -328 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,820 shares; 2025Q1: 9,820 shares; 2025Q2: 8,305 shares; 2025Q3: 8,182 shares; 2025Q4: 7,896 shares; 2026Q1: 7,896 shares 7,896 $639K 0.04% 0 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: restricted; 2024Q4: 6,611 shares; 2025Q1: 6,611 shares; 2025Q2: 4,451 shares; 2025Q3: 6,245 shares; 2025Q4: 5,800 shares; 2026Q1: 5,720 shares 5,720 $631K 0.04% -80 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,385 shares; 2025Q3: 2,295 shares; 2025Q4: 2,302 shares; 2026Q1: 2,311 shares 2,311 $625K 0.04% +9 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,796 shares; 2025Q1: 7,796 shares; 2025Q2: 11,794 shares; 2025Q3: 16,031 shares; 2025Q4: 17,591 shares; 2026Q1: 17,591 shares 17,591 $623K 0.04% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,507 shares; 2025Q3: 1,595 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $623K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,782 shares; 2025Q3: 2,339 shares; 2025Q4: 4,680 shares; 2026Q1: 4,678 shares 4,678 $622K 0.04% -2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,608 shares; 2025Q2: 10,971 shares; 2025Q3: 10,759 shares; 2025Q4: 11,057 shares; 2026Q1: 11,153 shares 11,153 $619K 0.04% +96 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,992 shares; 2025Q4: 13,944 shares; 2026Q1: 13,399 shares 13,399 $618K 0.04% -545 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 8,993 shares; 2025Q3: 8,819 shares; 2025Q4: 8,836 shares; 2026Q1: 8,853 shares 8,853 $613K 0.04% +17 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: 3,977 shares; 2025Q2: 3,878 shares; 2025Q3: 3,575 shares; 2025Q4: 3,468 shares; 2026Q1: 3,354 shares 3,354 $612K 0.04% -114 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: restricted; 2024Q4: 7,604 shares; 2025Q1: 7,604 shares; 2025Q2: 7,653 shares; 2025Q3: 7,183 shares; 2025Q4: 7,218 shares; 2026Q1: 5,680 shares 5,680 $603K 0.04% -1,538 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: restricted; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 8,687 shares; 2025Q3: 8,725 shares; 2025Q4: 9,110 shares; 2026Q1: 8,636 shares 8,636 $570K 0.04% -474 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: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 642 shares; 2025Q3: 616 shares; 2025Q4: 6,999 shares; 2026Q1: 5,886 shares 5,886 $566K 0.04% -1,113 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,087 shares; 2025Q1: 17,087 shares; 2025Q2: 16,906 shares; 2025Q3: 16,974 shares; 2025Q4: 17,041 shares; 2026Q1: 16,702 shares 16,702 $560K 0.04% -339 Timeline RWL 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: restricted; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,859 shares; 2025Q3: 4,859 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares 4,859 $558K 0.04% 0 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: restricted; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,949 shares; 2025Q3: 6,772 shares; 2025Q4: 7,014 shares; 2026Q1: 7,113 shares 7,113 $552K 0.04% +99 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 9,014 shares; 2025Q3: 9,016 shares; 2025Q4: 8,664 shares; 2026Q1: 8,666 shares 8,666 $536K 0.04% +2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 8,935 shares; 2025Q3: 9,004 shares; 2025Q4: 8,903 shares; 2026Q1: 8,522 shares 8,522 $535K 0.04% -381 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: restricted; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,807 shares; 2025Q3: 2,709 shares; 2025Q4: 2,714 shares; 2026Q1: 2,616 shares 2,616 $532K 0.04% -98 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 1,340 shares; 2026Q1: 1,538 shares 1,538 $519K 0.03% +198 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,765 shares; 2025Q1: 5,765 shares; 2025Q2: 5,772 shares; 2025Q3: 5,775 shares; 2025Q4: 5,609 shares; 2026Q1: 5,346 shares 5,346 $516K 0.03% -263 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,636 shares; 2025Q3: 15,652 shares; 2025Q4: 16,370 shares; 2026Q1: 16,385 shares 16,385 $503K 0.03% +15 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: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,039 shares; 2025Q4: 1,041 shares; 2026Q1: 1,007 shares 1,007 $495K 0.03% -34 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 3,493 shares; 2025Q3: 3,223 shares; 2025Q4: 3,335 shares; 2026Q1: 3,375 shares 3,375 $494K 0.03% +40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,182 shares; 2025Q3: 272,846 shares; 2025Q4: 282,855 shares; 2026Q1: 5,980 shares 5,980 $493K 0.03% -276,875 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 272 shares; 2025Q4: 283 shares; 2026Q1: 353 shares 353 $487K 0.03% +70 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 11,222 shares; 2025Q3: 10,217 shares; 2025Q4: 11,916 shares; 2026Q1: 12,670 shares 12,670 $479K 0.03% +754 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: restricted; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 512 shares; 2025Q3: 513 shares; 2025Q4: 507 shares; 2026Q1: 558 shares 558 $472K 0.03% +51 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,013 shares; 2025Q1: 11,013 shares; 2025Q2: 12,657 shares; 2025Q3: 12,654 shares; 2025Q4: 13,374 shares; 2026Q1: 11,704 shares 11,704 $470K 0.03% -1,670 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,078 shares; 2025Q4: 161,977 shares; 2026Q1: 6,842 shares 6,842 $468K 0.03% -155,135 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,879 shares; 2025Q3: 3,852 shares; 2025Q4: 4,111 shares; 2026Q1: 4,146 shares 4,146 $465K 0.03% +35 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 4,066 shares; 2026Q1: 7,329 shares 7,329 $453K 0.03% +3,263 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: restricted; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 3,903 shares; 2025Q3: 3,906 shares; 2025Q4: 4,389 shares; 2026Q1: 4,392 shares 4,392 $451K 0.03% +3 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: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,674 shares; 2025Q4: 1,881 shares; 2026Q1: 1,880 shares 1,880 $444K 0.03% -1 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: restricted; 2024Q4: 7,383 shares; 2025Q1: 7,383 shares; 2025Q2: 8,800 shares; 2025Q3: 7,158 shares; 2025Q4: 9,708 shares; 2026Q1: 9,996 shares 9,996 $441K 0.03% +288 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,508 shares; 2025Q1: 7,508 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 7,823 shares; 2026Q1: 8,123 shares 8,123 $440K 0.03% +300 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: restricted; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,537 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares 4,690 $436K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019 $435K 0.03% 0 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: restricted; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 2,235 shares; 2025Q3: 2,236 shares; 2025Q4: 2,237 shares; 2026Q1: 2,204 shares 2,204 $432K 0.03% -33 Timeline IWO 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: restricted; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 1,368 shares 1,368 $429K 0.03% +1,303 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,240 shares; 2025Q1: 17,240 shares; 2025Q2: 16,964 shares; 2025Q3: 17,015 shares; 2025Q4: 17,062 shares; 2026Q1: 17,088 shares 17,088 $429K 0.03% +26 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $419K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,718 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 10,170 shares 10,170 $417K 0.03% -199 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,115 shares; 2025Q3: 2,108 shares; 2025Q4: 2,109 shares; 2026Q1: 1,941 shares 1,941 $415K 0.03% -168 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 8,075 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,917 shares; 2026Q1: 4,117 shares 4,117 $414K 0.03% -2,800 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: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,367 shares; 2025Q3: 1,369 shares; 2025Q4: 1,357 shares; 2026Q1: 1,356 shares 1,356 $410K 0.03% -1 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $407K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,804 shares; 2025Q1: 12,804 shares; 2025Q2: 14,558 shares; 2025Q3: 11,058 shares; 2025Q4: 7,556 shares; 2026Q1: 7,594 shares 7,594 $400K 0.03% +38 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 2,417 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,407 shares 2,407 $398K 0.03% -46 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares; 2026Q1: 3,894 shares 3,894 $398K 0.03% -441 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: 5,558 shares; 2025Q3: 5,558 shares; 2025Q4: 5,558 shares; 2026Q1: 5,558 shares 5,558 $390K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,698 shares; 2025Q3: 3,603 shares; 2025Q4: 3,610 shares; 2026Q1: 3,311 shares 3,311 $381K 0.03% -299 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $379K 0.03% 0 Timeline HDV 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: restricted; 2024Q4: 18,527 shares; 2025Q1: 18,527 shares; 2025Q2: 8,334 shares; 2025Q3: 8,355 shares; 2025Q4: 9,516 shares; 2026Q1: 2,763 shares 2,763 $375K 0.03% -6,753 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: restricted; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,250 shares; 2025Q3: 1,526 shares; 2025Q4: 1,458 shares; 2026Q1: 1,423 shares 1,423 $373K 0.03% -35 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 3,104 shares; 2025Q3: 3,126 shares; 2025Q4: 5,852 shares; 2026Q1: 6,046 shares 6,046 $370K 0.02% +194 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,341 shares; 2025Q1: 8,341 shares; 2025Q2: 8,293 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 15,320 shares 15,320 $365K 0.02% +7,590 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 14,048 shares; 2025Q3: 12,142 shares; 2025Q4: 11,198 shares; 2026Q1: 11,290 shares 11,290 $361K 0.02% +92 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 1,228 shares; 2025Q3: 1,199 shares; 2025Q4: 1,322 shares; 2026Q1: 1,219 shares 1,219 $361K 0.02% -103 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $361K 0.02% 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: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 794 shares; 2026Q1: 969 shares 969 $360K 0.02% +175 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $355K 0.02% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,263 shares; 2025Q1: 25,263 shares; 2025Q2: 22,689 shares; 2025Q3: 22,152 shares; 2025Q4: 22,074 shares; 2026Q1: 20,547 shares 20,547 $349K 0.02% -1,527 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: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 365 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $347K 0.02% 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: restricted; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 558 shares; 2026Q1: 358 shares 358 $344K 0.02% -200 Timeline GRID 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares 2,042 $334K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,319 shares 1,319 $327K 0.02% +215 Timeline NYF 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: restricted; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,354 shares; 2025Q3: 4,388 shares; 2025Q4: 5,371 shares; 2026Q1: 6,100 shares 6,100 $324K 0.02% +729 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 77 shares; 2025Q3: 83 shares; 2025Q4: 49 shares; 2026Q1: 3,607 shares 3,607 $313K 0.02% +3,558 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,839 shares; 2025Q1: 7,839 shares; 2025Q2: 7,839 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares; 2026Q1: 7,751 shares 7,751 $312K 0.02% -173 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: restricted; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 540 shares; 2025Q3: 576 shares; 2025Q4: 561 shares; 2026Q1: 579 shares 579 $311K 0.02% +18 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: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $310K 0.02% 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: restricted; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,875 shares; 2025Q3: 3,878 shares; 2025Q4: 3,828 shares; 2026Q1: 3,091 shares 3,091 $298K 0.02% -737 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 710 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $297K 0.02% 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: restricted; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,557 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares; 2026Q1: 2,244 shares 2,244 $296K 0.02% -50 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,436 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,418 shares 1,418 $293K 0.02% +35 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: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173 $291K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 8,920 shares; 2025Q3: 7,156 shares; 2025Q4: 10,484 shares; 2026Q1: 10,360 shares 10,360 $291K 0.02% -124 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,505 shares; 2025Q1: 18,505 shares; 2025Q2: 22,734 shares; 2025Q3: 27,283 shares; 2025Q4: 29,013 shares; 2026Q1: 28,455 shares 28,455 $285K 0.02% -558 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,121 shares; 2025Q1: 9,121 shares; 2025Q2: 12,109 shares; 2025Q3: 12,724 shares; 2025Q4: 13,542 shares; 2026Q1: 13,279 shares 13,279 $281K 0.02% -263 Timeline HYGW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares; 2026Q1: 9,491 shares 9,491 $280K 0.02% -1,668 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: restricted; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 5,181 shares; 2025Q3: 5,191 shares; 2025Q4: 4,602 shares; 2026Q1: 4,610 shares 4,610 $280K 0.02% +8 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $277K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares 1,303 $275K 0.02% 0 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: restricted; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 702 shares; 2025Q4: 721 shares; 2026Q1: 5,483 shares 5,483 $274K 0.02% +4,762 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 288 shares; 2025Q3: 197 shares; 2025Q4: 187 shares; 2026Q1: 1,692 shares 1,692 $271K 0.02% +1,505 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: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,645 shares; 2026Q1: 1,638 shares 1,638 $270K 0.02% -7 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: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,766 shares; 2025Q3: 1,829 shares; 2025Q4: 1,630 shares; 2026Q1: 1,633 shares 1,633 $268K 0.02% +3 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,877 shares; 2025Q1: 3,877 shares; 2025Q2: 3,882 shares; 2025Q3: 3,884 shares; 2025Q4: 3,886 shares; 2026Q1: 3,888 shares 3,888 $265K 0.02% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 2,257 shares; 2025Q3: 2,250 shares; 2025Q4: 12,080 shares; 2026Q1: 3,877 shares 3,877 $264K 0.02% -8,203 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: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares; 2026Q1: 2,716 shares 2,716 $264K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $262K 0.02% 0 Timeline VDE 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: restricted; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,482 shares; 2025Q3: 1,484 shares; 2025Q4: 1,486 shares; 2026Q1: 1,487 shares 1,487 $257K 0.02% +1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,551 shares; 2025Q4: 7,395 shares; 2026Q1: 7,395 shares 7,395 $255K 0.02% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares 2,526 $254K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,707 shares; 2025Q1: 3,707 shares; 2025Q2: 6,745 shares; 2025Q3: 6,745 shares; 2025Q4: 5,590 shares; 2026Q1: 4,810 shares 4,810 $254K 0.02% -780 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,979 shares; 2025Q4: 6,606 shares; 2026Q1: 5,207 shares 5,207 $252K 0.02% -1,399 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: restricted; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 889 shares; 2025Q3: 819 shares; 2025Q4: 807 shares; 2026Q1: 779 shares 779 $250K 0.02% -28 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $249K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,252 shares; 2025Q3: 6,259 shares; 2025Q4: 6,265 shares; 2026Q1: 6,272 shares 6,272 $244K 0.02% +7 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: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,460 shares; 2025Q3: 3,660 shares; 2025Q4: 3,672 shares; 2026Q1: 2,685 shares 2,685 $243K 0.02% -987 Timeline OIH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares 593 $240K 0.02% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares; 2026Q1: 12,433 shares 12,433 $239K 0.02% +7,590 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,255 shares; 2025Q1: 6,255 shares; 2025Q2: 8,092 shares; 2025Q3: 8,462 shares; 2025Q4: 8,777 shares; 2026Q1: 8,512 shares 8,512 $233K 0.02% -265 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $232K 0.02% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 1,496 shares; 2026Q1: 941 shares 941 $230K 0.02% -555 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 8,175 shares; 2025Q3: 8,187 shares; 2025Q4: 8,202 shares; 2026Q1: 7,892 shares 7,892 $227K 0.02% -310 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: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 377 shares; 2025Q3: 450 shares; 2025Q4: 456 shares; 2026Q1: 453 shares 453 $226K 0.02% -3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares 1,606 $224K 0.02% 0 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: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $223K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,014 shares; 2025Q3: 2,020 shares; 2025Q4: 2,027 shares; 2026Q1: 1,726 shares 1,726 $222K 0.01% -301 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: restricted; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $220K 0.01% 0 Timeline EFG 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: restricted; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,967 shares 1,967 $219K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 960 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 954 shares 954 $204K 0.01% -25 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: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares 2,201 $199K 0.01% 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: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 306 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 327 shares 327 $198K 0.01% +9 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,926 shares 1,926 $197K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $197K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 3,104 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares 3,014 $196K 0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $196K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $194K 0.01% 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: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,459 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares 1,426 $193K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,454 shares; 2025Q3: 1,650 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares 1,454 $190K 0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 2,164 shares 2,164 $190K 0.01% +583 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $190K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,818 shares 3,818 $190K 0.01% +111 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares 1,211 $188K 0.01% 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: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 204 shares; 2025Q3: 215 shares; 2025Q4: 209 shares; 2026Q1: 208 shares 208 $186K 0.01% -1 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: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,322 shares; 2025Q3: 2,326 shares; 2025Q4: 2,346 shares; 2026Q1: 2,335 shares 2,335 $186K 0.01% -11 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,726 shares; 2025Q1: 6,726 shares; 2025Q2: 6,184 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares 4,983 $186K 0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,603 shares; 2025Q2: 3,551 shares; 2025Q3: 3,534 shares; 2025Q4: 3,541 shares; 2026Q1: 3,547 shares 3,547 $185K 0.01% +6 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $184K 0.01% 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: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,361 shares; 2025Q3: 1,272 shares; 2025Q4: 1,240 shares; 2026Q1: 993 shares 993 $181K 0.01% -247 Timeline IFRA 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: restricted; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares 3,132 $179K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 2,419 shares; 2025Q3: 1,827 shares; 2025Q4: 1,828 shares; 2026Q1: 1,832 shares 1,832 $179K 0.01% +4 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: restricted; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $176K 0.01% 0 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: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,198 shares; 2025Q3: 1,031 shares; 2025Q4: 1,034 shares; 2026Q1: 1,037 shares 1,037 $175K 0.01% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 959 shares 959 $174K 0.01% +40 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,157 shares; 2025Q1: 17,157 shares; 2025Q2: 20,407 shares; 2025Q3: 17,989 shares; 2025Q4: 17,208 shares; 2026Q1: 15,047 shares 15,047 $174K 0.01% -2,161 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 7,467 shares; 2025Q3: 5,659 shares; 2025Q4: 6,095 shares; 2026Q1: 6,167 shares 6,167 $169K 0.01% +72 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 580 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $168K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 854 shares; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $165K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares 4,227 $162K 0.01% 0 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: restricted; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,332 shares; 2025Q4: 1,437 shares; 2026Q1: 1,439 shares 1,439 $159K 0.01% +2 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: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,126 shares; 2026Q1: 1,095 shares 1,095 $159K 0.01% -31 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,011 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $156K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $156K 0.01% 0 Timeline BIL 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: restricted; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 2,368 shares; 2025Q3: 1,831 shares; 2025Q4: 2,322 shares; 2026Q1: 1,667 shares 1,667 $153K 0.01% -655 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 524 shares; 2026Q1: 556 shares 556 $151K 0.01% +32 Timeline MGC 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: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $150K 0.01% 0 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: restricted; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $147K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $146K 0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 7,418 shares; 2025Q3: 7,418 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares 7,418 $146K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $145K 0.01% 0 Timeline VONG 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: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $143K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 2,816 shares; 2025Q3: 2,837 shares; 2025Q4: 5,261 shares; 2026Q1: 9,607 shares 9,607 $142K 0.01% +4,346 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $141K 0.01% new Timeline VFH 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: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $140K 0.01% 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: restricted; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 2,281 shares; 2025Q4: 2,374 shares; 2026Q1: 2,556 shares 2,556 $138K 0.01% +182 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: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $138K 0.01% 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: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $138K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares 2,601 $137K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $137K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 2,133 shares; 2025Q3: 1,789 shares; 2025Q4: 1,618 shares; 2026Q1: 1,221 shares 1,221 $135K 0.01% -397 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 1,510 shares; 2025Q3: 1,511 shares; 2025Q4: 1,513 shares; 2026Q1: 1,515 shares 1,515 $134K 0.01% +2 Timeline INDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,452 shares; 2025Q4: 13,232 shares; 2026Q1: 2,809 shares 2,809 $132K 0.01% -10,423 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,361 shares; 2025Q3: 2,365 shares; 2025Q4: 2,369 shares; 2026Q1: 2,374 shares 2,374 $131K 0.01% +5 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,387 shares 1,387 $129K 0.01% +75 Timeline VBK 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: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $129K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 698 shares; 2026Q1: 699 shares 699 $129K 0.01% +1 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: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671 $129K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,120 shares; 2025Q3: 1,121 shares; 2025Q4: 1,144 shares; 2026Q1: 1,134 shares 1,134 $129K 0.01% -10 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares 2,138 $128K 0.01% 0 Timeline BBCA 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: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares 1,358 $128K 0.01% 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: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 443 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $127K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 1,883 shares; 2025Q3: 1,388 shares; 2025Q4: 1,628 shares; 2026Q1: 2,128 shares 2,128 $125K 0.01% +500 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,457 shares 1,457 $123K 0.01% +4 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $122K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,782 shares 4,782 $122K 0.01% 0 Timeline XME 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $122K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $121K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,512 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares; 2026Q1: 3,545 shares 3,545 $118K 0.01% +3 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: restricted; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,502 shares 2,502 $117K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 561 shares; 2026Q1: 556 shares 556 $116K 0.01% -5 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 766 shares 766 $116K 0.01% -169 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $115K 0.01% 0 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: restricted; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,426 shares; 2025Q3: 2,438 shares; 2025Q4: 2,455 shares; 2026Q1: 1,382 shares 1,382 $114K 0.01% -1,073 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 5,076 shares 5,076 $113K 0.01% +4,576 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,841 shares; 2025Q4: 7,522 shares; 2026Q1: 4,730 shares 4,730 $113K 0.01% -2,792 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $112K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $110K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $110K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 287 shares; 2025Q3: 275 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $109K 0.01% 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: restricted; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $108K 0.01% 0 Timeline VIS 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: restricted; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $107K 0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,104 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 7,224 shares; 2025Q4: 7,224 shares; 2026Q1: 7,224 shares 7,224 $107K 0.01% 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: restricted; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 238 shares; 2026Q1: 240 shares 240 $107K 0.01% +2 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $107K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 333 shares; 2025Q3: 411 shares; 2025Q4: 379 shares; 2026Q1: 386 shares 386 $106K 0.01% +7 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 541 shares; 2025Q4: 520 shares; 2026Q1: 526 shares 526 $104K 0.01% +6 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 2,869 shares; 2025Q3: 2,856 shares; 2025Q4: 3,421 shares; 2026Q1: 2,183 shares 2,183 $103K 0.01% -1,238 Timeline KRE 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: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,249 shares; 2025Q3: 1,321 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $102K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,291 shares; 2025Q3: 1,270 shares; 2025Q4: 1,201 shares; 2026Q1: 1,234 shares 1,234 $101K 0.01% +33 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 704 shares; 2025Q3: 705 shares; 2025Q4: 706 shares; 2026Q1: 707 shares 707 $101K 0.01% +1 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 495 shares; 2026Q1: 400 shares 400 $98K 0.01% -95 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: restricted; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $97.4K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $97.3K 0.01% 0 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: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $94.1K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $93.7K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098 $91.9K 0.01% 0 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: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 525 shares; 2025Q4: 538 shares; 2026Q1: 626 shares 626 $91.8K 0.01% +88 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,511 shares; 2025Q3: 1,601 shares; 2025Q4: 1,415 shares; 2026Q1: 1,373 shares 1,373 $91.3K 0.01% -42 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 275 shares 275 $90.5K 0.01% -170 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 919 shares 919 $89.9K 0.01% +1 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 944 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $88.4K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 381 shares 381 $87.8K 0.01% +38 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 641 shares; 2026Q1: 631 shares 631 $85.8K 0.01% -10 Timeline BBJP 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: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $85.2K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $84.3K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,596 shares; 2025Q3: 3,634 shares; 2025Q4: 3,673 shares; 2026Q1: 4,673 shares 4,673 $84.2K 0.01% +1,000 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: restricted; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 384 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $84.1K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 373 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 243 shares 243 $83.1K 0.01% +6 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,630 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares; 2026Q1: 1,639 shares 1,639 $83K 0.01% +3 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 3,762 shares; 2025Q3: 3,274 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares 1,986 $82.7K 0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $82.5K 0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,886 shares; 2025Q1: 16,886 shares; 2025Q2: 15,231 shares; 2025Q3: 15,231 shares; 2025Q4: 15,231 shares; 2026Q1: 15,231 shares 15,231 $81.6K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 2,566 shares 2,566 $81.4K 0.01% -1,544 Timeline SUB 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: restricted; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $81.3K 0.01% 0 Timeline BBAX 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: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $81.2K 0.01% 0 Timeline IDMO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $81.2K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares 1,010 $80.9K 0.01% new 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: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $80.7K 0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $80.6K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 552 shares; 2026Q1: 608 shares 608 $79.6K 0.01% +56 Timeline PSCT 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: restricted; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares 1,305 $78.4K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $77.5K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares 2,773 $77.2K 0.01% 0 Timeline SPGP 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: restricted; 2024Q4: 259,817 shares; 2025Q1: 259,817 shares; 2025Q2: 2,816 shares; 2025Q3: 2,098 shares; 2025Q4: 1,190 shares; 2026Q1: 696 shares 696 $74.9K 0.01% -494 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 601 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $74.5K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,043 shares; 2026Q1: 1,026 shares 1,026 $73.6K <0.01% -17 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 280 shares; 2026Q1: 329 shares 329 $72K <0.01% +49 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: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $71.5K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 220 shares; 2025Q3: 247 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $71.3K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $70.9K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 4,063 shares; 2025Q3: 4,084 shares; 2025Q4: 4,105 shares; 2026Q1: 4,127 shares 4,127 $70.8K <0.01% +22 Timeline FV 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: restricted; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,192 shares; 2026Q1: 1,161 shares 1,161 $70.2K <0.01% -1,031 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: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 53 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $69.1K <0.01% 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 158 shares; 2025Q3: 967 shares; 2025Q4: 933 shares; 2026Q1: 960 shares 960 $69.1K <0.01% +27 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 7,594 shares; 2025Q3: 3,102 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $68.6K <0.01% 0 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: restricted; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 757 shares; 2025Q3: 760 shares; 2025Q4: 764 shares; 2026Q1: 730 shares 730 $67.8K <0.01% -34 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $67.3K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 374 shares; 2025Q3: 362 shares; 2025Q4: 336 shares; 2026Q1: 342 shares 342 $67K <0.01% +6 Timeline IJJ 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: restricted; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $67K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 4,521 shares; 2025Q3: 3,930 shares; 2025Q4: 3,971 shares; 2026Q1: 3,463 shares 3,463 $66.8K <0.01% -508 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $66.5K <0.01% 0 Timeline IJS 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: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $65.1K <0.01% 0 Timeline VANI VIVANI MEDICAL INC More: the full row for VIVANI MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,000 shares 65,000 $65K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $64.6K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 793 shares; 2025Q3: 800 shares; 2025Q4: 587 shares; 2026Q1: 372 shares 372 $64K <0.01% -215 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 2,961 shares; 2025Q3: 2,479 shares; 2025Q4: 2,137 shares; 2026Q1: 1,203 shares 1,203 $63.7K <0.01% -934 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $62.5K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $62.3K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 304 shares; 2025Q4: 305 shares; 2026Q1: 374 shares 374 $62.2K <0.01% +69 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 824 shares; 2025Q3: 503 shares; 2025Q4: 500 shares; 2026Q1: 424 shares 424 $61.8K <0.01% -76 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $60.2K <0.01% 0 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares 1,026 $60K <0.01% 0 Timeline HYD 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: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares 1,188 $59.6K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,467 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $59.5K <0.01% 0 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: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 218 shares; 2025Q3: 505 shares; 2025Q4: 514 shares; 2026Q1: 484 shares 484 $59.4K <0.01% -30 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $59.1K <0.01% 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: restricted; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $58.8K <0.01% 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: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 226 shares; 2025Q4: 212 shares; 2026Q1: 217 shares 217 $57.9K <0.01% +5 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 362 shares; 2025Q3: 437 shares; 2025Q4: 367 shares; 2026Q1: 341 shares 341 $57.7K <0.01% -26 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $56.8K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 853 shares; 2026Q1: 795 shares 795 $56.6K <0.01% -58 Timeline KBE 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: restricted; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $55.9K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares 651 $55.8K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 728 shares 728 $55.5K <0.01% -246 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 314 shares; 2026Q1: 906 shares 906 $55.3K <0.01% +592 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $53.1K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 1,876 shares 1,876 $52.5K <0.01% +1,839 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: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $52.5K <0.01% 0 Timeline VDC 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: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $52.1K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 350 shares; 2025Q3: 466 shares; 2025Q4: 468 shares; 2026Q1: 470 shares 470 $51.6K <0.01% +2 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $51.4K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $51.3K <0.01% 0 Timeline XJH 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: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,159 shares; 2025Q3: 1,153 shares; 2025Q4: 1,178 shares; 2026Q1: 1,123 shares 1,123 $51K <0.01% -55 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 912 shares 912 $50.9K <0.01% +324 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $50.8K <0.01% 0 Timeline ICLN 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: restricted; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares 2,778 $50.8K <0.01% 0 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $50.8K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $50.3K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,704 shares 3,704 $50K <0.01% +280 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $49.9K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $48.8K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 165 shares; 2025Q3: 347 shares; 2025Q4: 371 shares; 2026Q1: 449 shares 449 $48.8K <0.01% +78 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares 1,294 $48.6K <0.01% 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: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $48.4K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $47.7K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,450 shares; 2025Q1: 330,450 shares; 2025Q2: 1,346 shares; 2025Q3: 1,136 shares; 2025Q4: 1,027 shares; 2026Q1: 547 shares 547 $47.4K <0.01% -480 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $47.4K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $47.3K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $46.6K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares 651 $46.3K <0.01% 0 Timeline USHY 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: restricted; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $45.8K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 255 shares; 2025Q3: 402 shares; 2025Q4: 342 shares; 2026Q1: 361 shares 361 $45.6K <0.01% +19 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 346 shares 346 $45.4K <0.01% -38 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 482 shares; 2025Q3: 300 shares; 2025Q4: 235 shares; 2026Q1: 185 shares 185 $45.2K <0.01% -50 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 155 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $44.9K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares 724 $44.5K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 285 shares 285 $44.3K <0.01% -12 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $43.9K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 871 shares; 2025Q4: 670 shares; 2026Q1: 566 shares 566 $43.8K <0.01% -104 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $43.7K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 999 shares; 2026Q1: 1,812 shares 1,812 $42.9K <0.01% +813 Timeline FXZ 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: restricted; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $42.9K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $42.8K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $41.8K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 56 shares 56 $41.3K <0.01% +33 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 105 shares 105 $41.1K <0.01% +5 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 1,291 shares; 2025Q3: 1,299 shares; 2025Q4: 1,178 shares; 2026Q1: 862 shares 862 $41K <0.01% -316 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $40.9K <0.01% 0 Timeline VTHR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $40.8K <0.01% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $40.5K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 403 shares 403 $40.1K <0.01% +2 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 428 shares 428 $40.1K <0.01% -53 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: restricted; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 831 shares; 2025Q3: 968 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $40K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $40K <0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares 1,860 $39.8K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $39.7K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $39.7K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $39.4K <0.01% 0 Timeline VAW 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: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $39.4K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $39.1K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 375 shares; 2026Q1: 376 shares 376 $39K <0.01% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $38.9K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 830 shares; 2025Q3: 350 shares; 2025Q4: 217 shares; 2026Q1: 195 shares 195 $38.6K <0.01% -22 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $38.5K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $38.3K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $37.9K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $37.4K <0.01% 0 Timeline AIRR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $37.3K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 696 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 799 shares 799 $37.1K <0.01% +62 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: restricted; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 650 shares; 2025Q4: 651 shares; 2026Q1: 652 shares 652 $36.7K <0.01% +1 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,113 shares; 2025Q4: 1,153 shares; 2026Q1: 1,159 shares 1,159 $36.6K <0.01% +6 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: restricted; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631 $36.4K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $36.3K <0.01% 0 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,207 shares; 2025Q1: 5,207 shares; 2025Q2: 5,215 shares; 2025Q3: 5,220 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares 5,229 $36.1K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $35.6K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 1,465 shares; 2025Q3: 1,509 shares; 2025Q4: 1,566 shares; 2026Q1: 1,600 shares 1,600 $35.4K <0.01% +34 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $35.2K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $34.8K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $34.5K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 316 shares 316 $34.4K <0.01% +2 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,888 shares; 2025Q3: 2,968 shares; 2025Q4: 3,027 shares; 2026Q1: 3,150 shares 3,150 $34K <0.01% +123 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $34K <0.01% 0 Timeline CIBR 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: restricted; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 541 shares; 2026Q1: 542 shares 542 $34K <0.01% +1 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $33.8K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 193 shares 193 $33.7K <0.01% -185 Timeline GVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $33.5K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $33.3K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares; 2026Q1: 368 shares 368 $33.3K <0.01% -40 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 567 shares 567 $33.1K <0.01% +101 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: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 254 shares; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 260 shares 260 $32.9K <0.01% +2 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $32.4K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $32K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $31.6K <0.01% 0 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: restricted; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 118 shares 118 $30.7K <0.01% -54 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $30.5K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares 1,182 $30.3K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $30K <0.01% 0 Timeline QRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $30K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $29.8K <0.01% 0 Timeline VSS 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $29.2K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $29K <0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $29K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $28.8K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $28.8K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $28.7K <0.01% 0 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: restricted; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $28.5K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $28.3K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 282 shares; 2026Q1: 284 shares 284 $28.1K <0.01% +2 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $28K <0.01% 0 Timeline