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; 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; 2026Q2: 6,518,923 shares 6,518,923 $235M 14.31% +4,041,006 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 304,339 shares 304,339 $228M 13.88% -119,900 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; 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; 2026Q2: 1,027,235 shares 1,027,235 $123M 7.47% +899,479 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; 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; 2026Q2: 3,527,518 shares 3,527,518 $93.5M 5.69% +119,464 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 657,428 shares 657,428 $77.2M 4.7% -427,059 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; 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; 2026Q2: 967,024 shares 967,024 $73.2M 4.46% -258,400 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; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 702 shares; 2025Q4: 721 shares; 2026Q1: 5,483 shares; 2026Q2: 1,455,422 shares 1,455,422 $73.1M 4.45% +1,449,939 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; 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; 2026Q2: 869,739 shares 869,739 $63.8M 3.89% +26,604 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; 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; 2026Q2: 191,215 shares 191,215 $35.2M 2.14% +4,890 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; 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; 2026Q2: 117,430 shares 117,430 $35.1M 2.14% +567 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; 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; 2026Q2: 289,741 shares 289,741 $34M 2.07% +3,315 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; 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; 2026Q2: 160,828 shares 160,828 $29.8M 1.81% +4,761 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; 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; 2026Q2: 139,600 shares 139,600 $29.7M 1.81% +27,322 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 755,740 shares 755,740 $26.1M 1.59% +23,250 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; 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; 2026Q2: 34,862 shares 34,862 $26M 1.58% -77 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324,073 shares; 2026Q2: 403,951 shares 403,951 $24.6M 1.49% +79,878 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 76,572 shares 76,572 $22.2M 1.35% -420 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,078 shares; 2025Q4: 161,977 shares; 2026Q1: 6,842 shares; 2026Q2: 217,296 shares 217,296 $18.6M 1.13% +210,454 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; 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; 2026Q2: 345,867 shares 345,867 $18.5M 1.13% -4,281 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares; 2026Q2: 94,143 shares 94,143 $18.1M 1.1% +92,101 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; 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; 2026Q2: 199,398 shares 199,398 $16.6M 1.01% +4,077 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; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 569 shares; 2025Q3: 23,878 shares; 2025Q4: 25,020 shares; 2026Q1: 46,393 shares; 2026Q2: 48,295 shares 48,295 $13.7M 0.83% +1,902 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; 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; 2026Q2: 244,158 shares 244,158 $13M 0.79% +4,464 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; 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; 2026Q2: 23,469 shares 23,469 $11.7M 0.71% +444 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,691 shares 26,691 $9.96M 0.61% -835 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; 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; 2026Q2: 189,318 shares 189,318 $8.58M 0.52% +3,055 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; 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; 2026Q2: 35,918 shares 35,918 $8.56M 0.52% +604 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; 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; 2026Q2: 11,818 shares 11,818 $8.12M 0.49% -19 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; 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; 2026Q2: 6,723 shares 6,723 $8.06M 0.49% -28 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; 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; 2026Q2: 9,759 shares 9,759 $7.19M 0.44% +194 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; 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; 2026Q2: 145,903 shares 145,903 $6.42M 0.39% +1,970 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; 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; 2026Q2: 117,242 shares 117,242 $5.96M 0.36% +2,268 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; 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; 2026Q2: 66,850 shares 66,850 $5.87M 0.36% -206 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,321 shares 29,321 $5.87M 0.36% -1,071 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,806 shares 8,806 $5.59M 0.34% -234 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; 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; 2026Q2: 33,189 shares 33,189 $5.24M 0.32% +1,173 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; 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; 2026Q2: 31,909 shares 31,909 $4.83M 0.29% +596 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; 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; 2026Q2: 17,438 shares 17,438 $4.29M 0.26% +1,112 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; 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; 2026Q2: 75,535 shares 75,535 $4.27M 0.26% +28,517 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; 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; 2026Q2: 15,082 shares 15,082 $3.57M 0.22% +426 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; 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; 2026Q2: 41,312 shares 41,312 $3.36M 0.2% +10 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,657 shares 32,657 $3.29M 0.2% -12,429 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,628 shares; 2026Q1: 118,846 shares; 2026Q2: 135,889 shares 135,889 $3.04M 0.18% +17,043 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; 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; 2026Q2: 35,467 shares 35,467 $3.03M 0.18% +8,035 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; 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; 2026Q2: 8,140 shares 8,140 $3.01M 0.18% +2,440 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; 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; 2026Q2: 27,371 shares 27,371 $2.94M 0.18% -7,162 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 104,195 shares 104,195 $2.94M 0.18% -20,180 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; 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; 2026Q2: 36,966 shares 36,966 $2.92M 0.18% +6,572 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 128,111 shares 128,111 $2.92M 0.18% +85 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; 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; 2026Q2: 21,116 shares 21,116 $2.89M 0.18% -267 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; 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; 2026Q2: 7,594 shares 7,594 $2.8M 0.17% -375 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; 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; 2026Q2: 42,095 shares 42,095 $2.76M 0.17% -1,260 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,680 shares; 2026Q1: 92,297 shares; 2026Q2: 102,894 shares 102,894 $2.47M 0.15% +10,597 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 79,209 shares 79,209 $2.42M 0.15% +5,524 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; 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; 2026Q2: 56,923 shares 56,923 $2.32M 0.14% +2,880 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,193 shares 9,193 $2.31M 0.14% -72 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,249 shares 22,249 $2.2M 0.13% +2,601 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,147 shares 6,147 $2.2M 0.13% +85 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,944 shares 1,944 $2.07M 0.13% -116 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; 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; 2026Q2: 38,128 shares 38,128 $1.93M 0.12% +4,213 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; 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; 2026Q2: 13,115 shares 13,115 $1.86M 0.11% -28 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,210 shares 5,210 $1.84M 0.11% -43 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; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 1,340 shares; 2026Q1: 1,538 shares; 2026Q2: 1,560 shares 1,560 $1.8M 0.11% +22 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; 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; 2026Q2: 60,963 shares 60,963 $1.79M 0.11% -320 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; 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; 2026Q2: 7,854 shares 7,854 $1.75M 0.11% -521 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,508 shares 11,508 $1.69M 0.1% 0 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; 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; 2026Q2: 28,350 shares 28,350 $1.62M 0.1% +23 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; 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; 2026Q2: 26,704 shares 26,704 $1.58M 0.1% +8,073 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; 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; 2026Q2: 2,710 shares 2,710 $1.57M 0.1% +94 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,077 shares 20,077 $1.55M 0.09% +15 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; 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; 2026Q2: 4,650 shares 4,650 $1.52M 0.09% -67 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; 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; 2026Q2: 34,354 shares 34,354 $1.45M 0.09% +1,658 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,886 shares 3,886 $1.45M 0.09% -33 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; 2024Q3: restricted; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,507 shares; 2025Q3: 1,595 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 2,176 shares 2,176 $1.43M 0.09% +552 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; 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; 2026Q2: 2,945 shares 2,945 $1.41M 0.09% -47 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,996 shares 9,996 $1.4M 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,891 shares 3,891 $1.37M 0.08% -138 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,400 shares 5,400 $1.37M 0.08% +64 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; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 951 shares; 2025Q3: 971 shares; 2025Q4: 1,046 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $1.36M 0.08% 0 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; 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; 2026Q2: 26,982 shares 26,982 $1.33M 0.08% +3,405 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,829 shares 3,829 $1.31M 0.08% -133 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,733 shares 13,733 $1.3M 0.08% -5,700 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,950 shares; 2026Q1: 23,599 shares; 2026Q2: 25,247 shares 25,247 $1.2M 0.07% +1,648 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,256 shares; 2025Q3: 29,571 shares; 2025Q4: 40,709 shares; 2026Q1: 35,017 shares; 2026Q2: 37,061 shares 37,061 $1.19M 0.07% +2,044 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 12,864 shares; 2026Q1: 14,191 shares; 2026Q2: 15,671 shares 15,671 $1.18M 0.07% +1,480 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,814 shares 11,814 $1.14M 0.07% +215 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,784 shares 9,784 $1.11M 0.07% -3,032 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,818 shares; 2026Q2: 19,304 shares 19,304 $1.1M 0.07% +15,486 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; 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; 2026Q2: 12,563 shares 12,563 $1.08M 0.07% +10,421 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; 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; 2026Q2: 7,890 shares 7,890 $1.08M 0.07% -18 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,813 shares 2,813 $1.06M 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,248 shares; 2026Q2: 19,809 shares 19,809 $1.06M 0.06% +561 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,523 shares 5,523 $1.05M 0.06% +3 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; 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; 2026Q2: 6,799 shares 6,799 $1.03M 0.06% -129 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; 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; 2026Q2: 2,594 shares 2,594 $1.03M 0.06% 0 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; 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; 2026Q2: 1,059 shares 1,059 $990K 0.06% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 1,228 shares; 2025Q3: 1,199 shares; 2025Q4: 1,322 shares; 2026Q1: 1,219 shares; 2026Q2: 2,002 shares 2,002 $969K 0.06% +783 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; 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; 2026Q2: 6,562 shares 6,562 $962K 0.06% +3 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; 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; 2026Q2: 5,003 shares 5,003 $953K 0.06% +325 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; 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; 2026Q2: 8,560 shares 8,560 $947K 0.06% -103 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; 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; 2026Q2: 24,990 shares 24,990 $921K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,349 shares 3,349 $905K 0.06% -13 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; 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; 2026Q2: 8,528 shares 8,528 $895K 0.05% -1,298 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,690 shares; 2025Q3: 16,697 shares; 2025Q4: 19,364 shares; 2026Q1: 19,716 shares; 2026Q2: 21,452 shares 21,452 $889K 0.05% +1,736 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 331 shares; 2025Q3: 323 shares; 2025Q4: 212 shares; 2026Q1: 2,609 shares; 2026Q2: 2,597 shares 2,597 $885K 0.05% -12 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; 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; 2026Q2: 3,085 shares 3,085 $868K 0.05% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,558 shares; 2025Q3: 4,598 shares; 2025Q4: 4,391 shares; 2026Q1: 4,433 shares; 2026Q2: 4,480 shares 4,480 $845K 0.05% +47 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; 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; 2026Q2: 27,803 shares 27,803 $844K 0.05% -39,518 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; 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; 2026Q2: 14,494 shares 14,494 $844K 0.05% -646,677 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; 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; 2026Q2: 7,117 shares 7,117 $836K 0.05% +4 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; 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; 2026Q2: 1,948 shares 1,948 $810K 0.05% -363 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,456 shares 5,456 $809K 0.05% +1 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; 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; 2026Q2: 34,224 shares 34,224 $802K 0.05% -1,373 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; 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; 2026Q2: 6,275 shares 6,275 $794K 0.05% +14 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; 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; 2026Q2: 2,978 shares 2,978 $776K 0.05% -39 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,236 shares 2,236 $767K 0.05% -13 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,609 shares 4,609 $764K 0.05% -64 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; 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; 2026Q2: 4,223 shares 4,223 $746K 0.05% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 272 shares; 2025Q4: 283 shares; 2026Q1: 353 shares; 2026Q2: 364 shares 364 $721K 0.04% +11 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; 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; 2026Q2: 1,635 shares 1,635 $706K 0.04% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,992 shares; 2025Q4: 13,944 shares; 2026Q1: 13,399 shares; 2026Q2: 17,792 shares 17,792 $703K 0.04% +4,393 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,756 shares 11,756 $695K 0.04% new 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; 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; 2026Q2: 15,320 shares 15,320 $691K 0.04% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,110 shares 11,110 $683K 0.04% -43 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; 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; 2026Q2: 3,356 shares 3,356 $673K 0.04% +2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,196 shares 6,196 $667K 0.04% +516 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,870 shares 8,870 $641K 0.04% +17 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; 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; 2026Q2: 7,896 shares 7,896 $641K 0.04% 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; 2024Q3: restricted; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 895 shares; 2025Q3: 953 shares; 2025Q4: 1,283 shares; 2026Q1: 1,190 shares; 2026Q2: 1,137 shares 1,137 $641K 0.04% -53 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; 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; 2026Q2: 4,859 shares 4,859 $621K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,888 shares 29,888 $619K 0.04% -2,918 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 4,066 shares; 2026Q1: 7,329 shares; 2026Q2: 6,231 shares 6,231 $615K 0.04% -1,098 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,497 shares 5,497 $607K 0.04% -223 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; 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; 2026Q2: 8,666 shares 8,666 $592K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,169 shares 8,169 $588K 0.04% -467 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,125 shares; 2025Q3: 131,541 shares; 2025Q4: 136,832 shares; 2026Q1: 220,005 shares; 2026Q2: 5,349 shares 5,349 $579K 0.04% -214,656 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,227 shares 4,227 $572K 0.03% -82 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; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 512 shares; 2025Q3: 513 shares; 2025Q4: 507 shares; 2026Q1: 558 shares; 2026Q2: 563 shares 563 $569K 0.03% +5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 1,368 shares; 2026Q2: 1,438 shares 1,438 $567K 0.03% +70 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; 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; 2026Q2: 17,111 shares 17,111 $543K 0.03% +726 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; 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; 2026Q2: 16,759 shares 16,759 $536K 0.03% +57 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; 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; 2026Q2: 17,591 shares 17,591 $531K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,351 shares 5,351 $512K 0.03% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,705 shares 3,705 $510K 0.03% 0 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; 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; 2026Q2: 3,816 shares 3,816 $505K 0.03% -330 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; 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; 2026Q2: 1,005 shares 1,005 $504K 0.03% -2 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; 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; 2026Q2: 17,129 shares 17,129 $496K 0.03% +41 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; 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; 2026Q2: 3,894 shares 3,894 $492K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,117 shares 4,117 $484K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 288 shares; 2025Q3: 197 shares; 2025Q4: 187 shares; 2026Q1: 1,692 shares; 2026Q2: 1,418 shares 1,418 $484K 0.03% -274 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,171 shares 10,171 $483K 0.03% +1 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; 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; 2026Q2: 2,205 shares 2,205 $480K 0.03% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,599 shares 1,599 $480K 0.03% +280 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; 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; 2026Q2: 12,749 shares 12,749 $469K 0.03% +79 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; 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; 2026Q2: 3,985 shares 3,985 $465K 0.03% +610 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; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 5,985 shares 5,985 $452K 0.03% +2,812 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; 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; 2026Q2: 1,309 shares 1,309 $443K 0.03% -47 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,977 shares 1,977 $443K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,123 shares 8,123 $440K 0.03% 0 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; 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; 2026Q2: 10,853 shares 10,853 $437K 0.03% -851 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,970 shares 1,970 $436K 0.03% new 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; 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; 2026Q2: 2,407 shares 2,407 $435K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 642 shares; 2025Q3: 616 shares; 2025Q4: 6,999 shares; 2026Q1: 5,886 shares; 2026Q2: 6,068 shares 6,068 $433K 0.03% +182 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; 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; 2026Q2: 1,425 shares 1,425 $432K 0.03% +2 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; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 710 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 767 shares 767 $430K 0.03% +67 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,756 shares 1,756 $426K 0.03% -185 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 1,530 shares 1,530 $423K 0.03% +1,170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,558 shares 5,558 $421K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445,056 shares; 2025Q3: 450,646 shares; 2025Q4: 453,795 shares; 2026Q1: 8,954 shares; 2026Q2: 4,053 shares 4,053 $415K 0.03% -4,901 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; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 960 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $413K 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,417 shares 4,417 $412K 0.03% -4,068 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; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $406K 0.02% 0 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; 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; 2026Q2: 6,548 shares 6,548 $406K 0.02% +502 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; 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; 2026Q2: 4,622 shares 4,622 $406K 0.02% -68 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; 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; 2026Q2: 10,350 shares 10,350 $405K 0.02% -150 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; 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; 2026Q2: 19,443 shares 19,443 $392K 0.02% -1,104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,317 shares 3,317 $390K 0.02% +6 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; 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; 2026Q2: 1,238 shares 1,238 $389K 0.02% 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; 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; 2026Q2: 14,047 shares 14,047 $385K 0.02% +11,284 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; 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; 2026Q2: 7,423 shares 7,423 $385K 0.02% -171 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 794 shares; 2026Q1: 969 shares; 2026Q2: 913 shares 913 $384K 0.02% -56 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,215 shares 4,215 $383K 0.02% -177 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; 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; 2026Q2: 11,134 shares 11,134 $379K 0.02% -156 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; 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; 2026Q2: 1,051 shares 1,051 $372K 0.02% 0 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; 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; 2026Q2: 3,889 shares 3,889 $370K 0.02% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $367K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 540 shares; 2025Q3: 576 shares; 2025Q4: 561 shares; 2026Q1: 579 shares; 2026Q2: 513 shares 513 $366K 0.02% -66 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; 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; 2026Q2: 1,632 shares 1,632 $360K 0.02% -248 Timeline SI SHOULDER INNOVATIONS INC More: the full row for SHOULDER INNOVATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,290 shares 17,290 $351K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 275 shares; 2026Q2: 541 shares 541 $347K 0.02% +266 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 558 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $345K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,638 shares 1,638 $342K 0.02% 0 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; 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; 2026Q2: 8,372 shares 8,372 $339K 0.02% +977 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; 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; 2026Q2: 1,395 shares 1,395 $332K 0.02% -23 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,149 shares 6,149 $331K 0.02% +49 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 2,660 shares 2,660 $330K 0.02% +1,641 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 77 shares; 2025Q3: 83 shares; 2025Q4: 49 shares; 2026Q1: 3,607 shares; 2026Q2: 3,607 shares 3,607 $326K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,730 shares 1,730 $320K 0.02% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,812 shares 3,812 $319K 0.02% new 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; 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; 2026Q2: 28,490 shares 28,490 $311K 0.02% +35 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares; 2026Q2: 7,569 shares 7,569 $309K 0.02% -1,019 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; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $307K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 365 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $303K 0.02% 0 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; 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; 2026Q2: 7,041 shares 7,041 $301K 0.02% -1,481 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; 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; 2026Q2: 13,293 shares 13,293 $297K 0.02% +14 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; 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; 2026Q2: 7,751 shares 7,751 $297K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,303 shares 1,303 $296K 0.02% 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,454 shares; 2025Q3: 1,650 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 2,616 shares 2,616 $294K 0.02% +1,162 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; 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; 2026Q2: 3,043 shares 3,043 $293K 0.02% -48 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares; 2026Q1: 2,716 shares; 2026Q2: 2,716 shares 2,716 $282K 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; 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; 2026Q2: 6,279 shares 6,279 $279K 0.02% +7 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,433 shares 12,433 $273K 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; 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; 2026Q2: 2,526 shares 2,526 $270K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 889 shares; 2025Q3: 819 shares; 2025Q4: 807 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $268K 0.02% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396,127 shares; 2026Q2: 11,836 shares 11,836 $264K 0.02% -384,291 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; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 580 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 778 shares 778 $261K 0.02% +106 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; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $259K 0.02% 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; 2024Q3: restricted; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 373 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 243 shares; 2026Q2: 355 shares 355 $257K 0.02% +112 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; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 287 shares; 2025Q3: 275 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 330 shares 330 $252K 0.02% +50 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,400 shares 10,400 $250K 0.02% +40 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; 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; 2026Q2: 4,983 shares 4,983 $249K 0.02% 0 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares; 2026Q1: 9,491 shares; 2026Q2: 8,495 shares 8,495 $247K 0.02% -996 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,967 shares 1,967 $245K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 959 shares; 2026Q2: 959 shares 959 $242K 0.01% 0 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; 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; 2026Q2: 17,332 shares 17,332 $241K 0.01% +2,285 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; 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; 2026Q2: 1,833 shares 1,833 $236K 0.01% 0 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; 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; 2026Q2: 2,685 shares 2,685 $233K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,244 shares 2,244 $233K 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; 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; 2026Q2: 1,039 shares 1,039 $231K 0.01% +2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,009 shares 4,009 $231K 0.01% -601 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,182 shares; 2025Q3: 272,846 shares; 2025Q4: 282,855 shares; 2026Q1: 5,980 shares; 2026Q2: 2,607 shares 2,607 $231K 0.01% -3,373 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,084 shares 4,084 $228K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,708 shares 4,708 $228K 0.01% new 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; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 784 shares 784 $228K 0.01% +25 Timeline CPSU CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,115 shares 8,115 $224K 0.01% new 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; 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; 2026Q2: 8,435 shares 8,435 $224K 0.01% -77 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; 2024Q3: restricted; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,482 shares; 2025Q3: 1,484 shares; 2025Q4: 1,486 shares; 2026Q1: 1,487 shares; 2026Q2: 1,489 shares 1,489 $224K 0.01% +2 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; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $216K 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; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 218 shares; 2025Q3: 505 shares; 2025Q4: 514 shares; 2026Q1: 484 shares; 2026Q2: 1,252 shares 1,252 $213K 0.01% +768 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,201 shares 2,201 $213K 0.01% 0 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; 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; 2026Q2: 3,952 shares 3,952 $211K 0.01% +75 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; 2024Q3: restricted; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 581 shares 581 $209K 0.01% +237 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; 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; 2026Q2: 1,606 shares 1,606 $203K 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; 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; 2026Q2: 3,553 shares 3,553 $200K 0.01% +6 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; 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; 2026Q2: 7,700 shares 7,700 $199K 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; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 204 shares; 2025Q3: 215 shares; 2025Q4: 209 shares; 2026Q1: 208 shares; 2026Q2: 203 shares 203 $199K 0.01% -5 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; 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; 2026Q2: 1,728 shares 1,728 $198K 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; 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; 2026Q2: 1,836 shares 1,836 $198K 0.01% +4 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,132 shares 3,132 $197K 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; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 645 shares 645 $195K 0.01% +478 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares; 2026Q2: 522 shares 522 $194K 0.01% -71 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 467 shares 467 $194K 0.01% +13 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,129 shares 1,129 $193K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $192K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 377 shares; 2025Q3: 450 shares; 2025Q4: 456 shares; 2026Q1: 453 shares; 2026Q2: 365 shares 365 $188K 0.01% -88 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 992 shares 992 $187K 0.01% -219 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 25 shares; 2026Q2: 361 shares 361 $186K 0.01% +336 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; 2024Q3: restricted; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 624 shares 624 $186K 0.01% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 2,027 shares 2,027 $186K 0.01% new 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; 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; 2026Q2: 1,395 shares 1,395 $185K 0.01% -31 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 641 shares; 2026Q1: 631 shares; 2026Q2: 711 shares 711 $182K 0.01% +80 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 1,109 shares 1,109 $180K 0.01% +1,000 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 854 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $180K 0.01% 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; 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; 2026Q2: 4,359 shares 4,359 $179K 0.01% -451 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,269 shares 1,269 $178K 0.01% +135 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,095 shares 1,095 $177K 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; 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; 2026Q2: 1,148 shares 1,148 $176K 0.01% -86 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; 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; 2026Q2: 7,140 shares 7,140 $175K 0.01% -752 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,475 shares 1,475 $174K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $173K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 979 shares 979 $173K 0.01% new 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; 2024Q3: restricted; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,332 shares; 2025Q4: 1,437 shares; 2026Q1: 1,439 shares; 2026Q2: 1,604 shares 1,604 $172K 0.01% +165 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; 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; 2026Q2: 2,364 shares 2,364 $169K 0.01% 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; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 1,496 shares; 2026Q1: 941 shares; 2026Q2: 921 shares 921 $168K 0.01% -20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 993 shares 993 $168K 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; 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; 2026Q2: 1,526 shares 1,526 $168K 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; 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; 2026Q2: 1,300 shares 1,300 $166K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 403 shares 403 $165K 0.01% +294 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; 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; 2026Q2: 1,571 shares 1,571 $163K 0.01% -600 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; 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; 2026Q2: 1,966 shares 1,966 $162K 0.01% -369 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; 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; 2026Q2: 2,502 shares 2,502 $160K 0.01% 0 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; 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; 2026Q2: 5,978 shares 5,978 $159K 0.01% -189 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; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $156K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 524 shares; 2026Q1: 556 shares; 2026Q2: 526 shares 526 $155K 0.01% -30 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; 2024Q3: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 430 shares; 2025Q3: 281 shares; 2025Q4: 277 shares; 2026Q1: 29,656 shares; 2026Q2: 1,006 shares 1,006 $155K 0.01% -28,650 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; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $154K 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; 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; 2026Q2: 1,304 shares 1,304 $154K 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; 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; 2026Q2: 2,556 shares 2,556 $153K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,841 shares; 2025Q4: 7,522 shares; 2026Q1: 4,730 shares; 2026Q2: 7,124 shares 7,124 $153K 0.01% +2,394 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $152K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,570 shares 1,570 $150K 0.01% 0 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; 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; 2026Q2: 2,138 shares 2,138 $150K 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; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 306 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 327 shares; 2026Q2: 294 shares 294 $150K 0.01% -33 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; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $149K 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; 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; 2026Q2: 1,628 shares 1,628 $149K 0.01% -39 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; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 176 shares 176 $148K 0.01% -94 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $147K 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; 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; 2026Q2: 3,014 shares 3,014 $146K 0.01% 0 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; 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; 2026Q2: 1,517 shares 1,517 $146K 0.01% +2 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; 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; 2026Q2: 7,418 shares 7,418 $146K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 919 shares; 2026Q2: 1,219 shares 1,219 $145K 0.01% +300 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; 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; 2026Q2: 2,373 shares 2,373 $143K 0.01% -1 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; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 333 shares 333 $142K 0.01% +70 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; 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; 2026Q2: 4,227 shares 4,227 $141K 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; 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; 2026Q2: 1,838 shares 1,838 $141K 0.01% 0 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; 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; 2026Q2: 1,062 shares 1,062 $140K 0.01% -96 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $138K 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; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 698 shares; 2026Q1: 699 shares; 2026Q2: 700 shares 700 $138K 0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 1,518 shares 1,518 $137K 0.01% +508 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 944 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 824 shares 824 $136K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $136K 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; 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; 2026Q2: 1,358 shares 1,358 $135K 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; 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; 2026Q2: 3,545 shares 3,545 $134K 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; 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; 2026Q2: 2,130 shares 2,130 $134K 0.01% +2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,221 shares 1,221 $134K 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; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 373 shares 373 $132K 0.01% +34 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; 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; 2026Q2: 1,387 shares 1,387 $132K 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; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 443 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $130K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 381 shares; 2026Q2: 481 shares 481 $129K 0.01% +100 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; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $127K 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; 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; 2026Q2: 7,916 shares 7,916 $125K 0.01% -1,691 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; 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; 2026Q2: 4,706 shares 4,706 $122K 0.01% -76 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; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 525 shares; 2025Q4: 538 shares; 2026Q1: 626 shares; 2026Q2: 767 shares 767 $122K 0.01% +141 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; 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; 2026Q2: 1,456 shares 1,456 $121K 0.01% -1 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; 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; 2026Q2: 1,305 shares 1,305 $121K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $120K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $120K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $119K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 704 shares; 2025Q3: 705 shares; 2025Q4: 706 shares; 2026Q1: 707 shares; 2026Q2: 708 shares 708 $116K 0.01% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,087 shares 1,087 $116K 0.01% -38 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; 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; 2026Q2: 1,225 shares 1,225 $115K 0.01% -148 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; 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; 2026Q2: 1,382 shares 1,382 $114K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 5,076 shares; 2026Q2: 5,076 shares 5,076 $113K 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; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 561 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $112K 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; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 333 shares; 2025Q3: 411 shares; 2025Q4: 379 shares; 2026Q1: 386 shares; 2026Q2: 352 shares 352 $112K 0.01% -34 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 541 shares; 2025Q4: 520 shares; 2026Q1: 526 shares; 2026Q2: 502 shares 502 $110K 0.01% -24 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,739 shares 4,739 $110K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 495 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $108K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 280 shares; 2026Q1: 329 shares; 2026Q2: 440 shares 440 $107K 0.01% +111 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; 2024Q3: restricted; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 238 shares; 2026Q1: 240 shares; 2026Q2: 231 shares 231 $106K 0.01% -9 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; 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; 2026Q2: 5,691 shares 5,691 $105K 0.01% +1,018 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; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $104K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $101K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $101K 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; 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; 2026Q2: 1,609 shares 1,609 $99.9K 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; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $98.1K 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; 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; 2026Q2: 7,224 shares 7,224 $97.7K 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; 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; 2026Q2: 2,566 shares 2,566 $97.7K 0.01% 0 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; 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; 2026Q2: 1,286 shares 1,286 $96.3K 0.01% -275 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 919 shares 919 $96K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: not reported; 2026Q2: 443 shares 443 $95.7K 0.01% new 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; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 320 shares 320 $95.6K 0.01% -322 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; 2024Q3: restricted; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 601 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $95K 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; 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; 2026Q2: 1,810 shares 1,810 $94.4K 0.01% +687 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; 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; 2026Q2: 1,236 shares 1,236 $93.1K 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; 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; 2026Q2: 1,098 shares 1,098 $93K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 384 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 368 shares 368 $91.4K 0.01% +67 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 527 shares 527 $90.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 1,124 shares 1,124 $90.6K 0.01% +843 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 1,590 shares 1,590 $89.3K 0.01% +795 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; 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; 2026Q2: 1,140 shares 1,140 $88.7K 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; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $88.4K 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; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 552 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $87K 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; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,773 shares 2,773 $86.2K 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; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 282 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $84.6K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,105 shares 1,105 $83.4K 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; 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; 2026Q2: 15,231 shares 15,231 $83K 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; 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; 2026Q2: 1,366 shares 1,366 $81.8K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $81.2K <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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 304 shares; 2025Q4: 305 shares; 2026Q1: 374 shares; 2026Q2: 420 shares 420 $79.2K <0.01% +46 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,642 shares 1,642 $78.1K <0.01% +3 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $77.1K <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; 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; 2026Q2: 4,150 shares 4,150 $76.5K <0.01% +23 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $75.2K <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; 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; 2026Q2: 1,000 shares 1,000 $74.9K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $74.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $74.4K <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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $73.2K <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; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $72.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 286,827 shares; 2026Q2: 789 shares 789 $71.1K <0.01% -286,038 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 824 shares; 2025Q3: 503 shares; 2025Q4: 500 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $69.8K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 419 shares 419 $68K <0.01% +286 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; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $68K <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; 2024Q3: restricted; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 793 shares; 2025Q3: 800 shares; 2025Q4: 587 shares; 2026Q1: 372 shares; 2026Q2: 388 shares 388 $67.6K <0.01% +16 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $67.1K <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; 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; 2026Q2: 3,499 shares 3,499 $66.9K <0.01% +36 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; 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; 2026Q2: 881 shares 881 $66.9K <0.01% -280 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 486 shares; 2026Q1: 540 shares; 2026Q2: 2,273 shares 2,273 $66.7K <0.01% +1,733 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares; 2026Q2: 1,294 shares 1,294 $66.5K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,979 shares; 2025Q4: 6,606 shares; 2026Q1: 5,207 shares; 2026Q2: 1,515 shares 1,515 $66.2K <0.01% -3,692 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; 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; 2026Q2: 1,026 shares 1,026 $65.4K <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; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 208 shares 208 $65.2K <0.01% -94 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; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 53 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $64.8K <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; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 374 shares; 2025Q3: 362 shares; 2025Q4: 336 shares; 2026Q1: 342 shares; 2026Q2: 314 shares 314 $64.7K <0.01% -28 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; 2024Q3: restricted; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $64K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,708 shares 1,708 $63.1K <0.01% -475 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 728 shares; 2026Q2: 707 shares 707 $62.7K <0.01% -21 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; 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; 2026Q2: 1,203 shares 1,203 $62.4K <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; 2024Q3: restricted; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $61.3K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $61.3K <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; 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; 2026Q2: 1,188 shares 1,188 $61.2K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $60.8K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 871 shares; 2025Q4: 670 shares; 2026Q1: 566 shares; 2026Q2: 611 shares 611 $60.8K <0.01% +45 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 912 shares; 2026Q2: 912 shares 912 $59.9K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,275 shares 1,275 $59.4K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 1,566 shares 1,566 $58.4K <0.01% +989 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 140 shares 140 $58.2K <0.01% +100 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,290 shares 1,290 $58K <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; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 158 shares; 2025Q3: 967 shares; 2025Q4: 933 shares; 2026Q1: 960 shares; 2026Q2: 802 shares 802 $57.9K <0.01% -158 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 314 shares; 2026Q1: 906 shares; 2026Q2: 1,028 shares 1,028 $57K <0.01% +122 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,778 shares 2,778 $56.9K <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; 2024Q3: restricted; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 757 shares; 2025Q3: 760 shares; 2025Q4: 764 shares; 2026Q1: 730 shares; 2026Q2: 733 shares 733 $56.9K <0.01% +3 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; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $56.7K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876 $56.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,000 shares; 2026Q2: 45,000 shares 45,000 $55.8K <0.01% -20,000 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $55.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $55.6K <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; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 226 shares; 2025Q4: 212 shares; 2026Q1: 217 shares; 2026Q2: 201 shares 201 $55.4K <0.01% -16 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 350 shares; 2025Q3: 466 shares; 2025Q4: 468 shares; 2026Q1: 470 shares; 2026Q2: 472 shares 472 $55.3K <0.01% +2 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 800 shares 800 $52.7K <0.01% +640 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 220 shares; 2025Q3: 247 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 167 shares 167 $52.6K <0.01% -50 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,102 shares 1,102 $52.4K <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; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $52.3K <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; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $52.1K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $52K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 84 shares 84 $52K <0.01% -34 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; 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; 2026Q2: 1,350 shares 1,350 $51.6K <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; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 853 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $50.9K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $50.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $50.3K <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; 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; 2026Q2: 1,355 shares 1,355 $50.2K <0.01% +113 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,714 shares 1,714 $50.1K <0.01% new 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; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 1,465 shares; 2025Q3: 1,509 shares; 2025Q4: 1,566 shares; 2026Q1: 1,600 shares; 2026Q2: 1,627 shares 1,627 $48.9K <0.01% +27 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; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 541 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $48.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 650 shares; 2025Q4: 651 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $47.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 482 shares; 2025Q3: 300 shares; 2025Q4: 235 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $47.3K <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; 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; 2026Q2: 4,232 shares 4,232 $47.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $47.1K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $46.7K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,043 shares; 2026Q1: 1,026 shares; 2026Q2: 565 shares 565 $46.5K <0.01% -461 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 2,680 shares 2,680 $46.3K <0.01% +2,587 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; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $45.6K <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; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $45.4K <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; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 289 shares 289 $45.3K <0.01% -26 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; 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; 2026Q2: 1,653 shares 1,653 $45.2K <0.01% -333 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; 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; 2026Q2: 369 shares 369 $45.2K <0.01% -327 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; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 403 shares; 2026Q2: 405 shares 405 $45.1K <0.01% +2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $44.9K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 255 shares 255 $44.7K <0.01% +15 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; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $44.7K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 831 shares; 2025Q3: 968 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $44.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 254 shares; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 260 shares; 2026Q2: 261 shares 261 $44.3K <0.01% +1 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; 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; 2026Q2: 1,140 shares 1,140 $44K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $43.8K <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; 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; 2026Q2: 1,375 shares 1,375 $43.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $43.4K <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; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 999 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $43K <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; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $42.9K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $42.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $41.9K <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; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 255 shares; 2025Q3: 402 shares; 2025Q4: 342 shares; 2026Q1: 361 shares; 2026Q2: 292 shares 292 $41.8K <0.01% -69 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; 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; 2026Q2: 2,140 shares 2,140 $41.8K <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; 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; 2026Q2: 1,565 shares 1,565 $41.7K <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; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $41.7K <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,208 shares 2,208 $41.4K <0.01% new 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; 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; 2026Q2: 1,182 shares 1,182 $41K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,670 shares 1,670 $40.5K <0.01% 0 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; 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; 2026Q2: 1,173 shares 1,173 $40.4K <0.01% +14 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; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $40K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $39.6K <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; 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; 2026Q2: 1,860 shares 1,860 $39.5K <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; 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; 2026Q2: 3,704 shares 3,704 $39.5K <0.01% 0 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; 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; 2026Q2: 3,243 shares 3,243 $39.3K <0.01% +93 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; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $39.2K <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; 2024Q3: restricted; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $39K <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; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 696 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $38.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 56 shares; 2026Q2: 46 shares 46 $38.2K <0.01% -10 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 467 shares; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 437 shares; 2026Q2: 681 shares 681 $38.1K <0.01% +244 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares 1,609 $37.8K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $37.8K <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; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $37.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $37.2K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 4,494 shares 4,494 $37K <0.01% +3,794 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; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $37K <0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 1,291 shares; 2025Q3: 1,299 shares; 2025Q4: 1,178 shares; 2026Q1: 862 shares; 2026Q2: 777 shares 777 $36.8K <0.01% -85 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; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $36.7K <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; 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; 2026Q2: 5,229 shares 5,229 $36.6K <0.01% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 140 shares 140 $36.5K <0.01% +50 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $36.4K <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; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 375 shares; 2026Q1: 376 shares; 2026Q2: 379 shares 379 $36.2K <0.01% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $35.9K <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; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $35.6K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $35.3K <0.01% 0 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; 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; 2026Q2: 1,286 shares 1,286 $35K <0.01% +46 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; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 604 shares 604 $34.9K <0.01% -27 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 316 shares; 2026Q2: 320 shares 320 $34.9K <0.01% +4 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $34.7K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares; 2025Q4: 1,896 shares; 2026Q1: 1,796 shares; 2026Q2: 1,796 shares 1,796 $34.7K <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; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 830 shares; 2025Q3: 350 shares; 2025Q4: 217 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $34.3K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 478 shares; 2025Q3: 208 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 715 shares 715 $34.3K <0.01% +600 Timeline