CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,960,002 shares; 2024Q4: 8,986,651 shares; 2025Q1: 8,711,823 shares; 2025Q2: 7,162,197 shares; 2025Q3: 7,290,481 shares; 2025Q4: 7,282,018 shares; 2026Q1: 7,282,018 shares 7,282,018 $109M 21.44% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,678,143 shares 11,678,143 $61.2M 12.04% new Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083,071 shares; 2024Q4: 4,814,729 shares; 2025Q1: 4,806,829 shares; 2025Q2: 4,806,829 shares; 2025Q3: 4,556,829 shares; 2025Q4: 4,056,829 shares; 2026Q1: 4,056,829 shares 4,056,829 $35.5M 6.98% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $15.8M 3.11% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,671 shares; 2024Q4: 27,563 shares; 2025Q1: 27,159 shares; 2025Q2: 26,296 shares; 2025Q3: 27,206 shares; 2025Q4: 27,501 shares; 2026Q1: 28,492 shares 28,492 $13.7M 2.69% +991 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,156 shares; 2024Q4: 23,672 shares; 2025Q1: 45,759 shares; 2025Q2: 49,301 shares; 2025Q3: 54,647 shares; 2025Q4: 49,636 shares; 2026Q1: 61,504 shares 61,504 $10.7M 2.11% +11,868 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,097 shares; 2024Q4: 33,194 shares; 2025Q1: 54,845 shares; 2025Q2: 50,894 shares; 2025Q3: 53,815 shares; 2025Q4: 55,959 shares; 2026Q1: 58,143 shares 58,143 $9.86M 1.94% +2,184 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 15,696 shares; 2025Q1: 24,637 shares; 2025Q2: 28,091 shares; 2025Q3: 32,942 shares; 2025Q4: 32,510 shares; 2026Q1: 31,701 shares 31,701 $8.05M 1.58% -809 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 105,100 shares; 2025Q2: 90,486 shares; 2025Q3: 84,063 shares; 2025Q4: 111,551 shares; 2026Q1: 153,012 shares 153,012 $7.74M 1.52% +41,461 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,843 shares; 2024Q4: 365,240 shares; 2025Q1: 408,712 shares; 2025Q2: 405,284 shares; 2025Q3: 406,763 shares; 2025Q4: 396,083 shares; 2026Q1: 398,161 shares 398,161 $7.68M 1.51% +2,078 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,249 shares; 2025Q2: 163,646 shares; 2025Q3: 201,269 shares; 2025Q4: 198,576 shares; 2026Q1: 240,768 shares 240,768 $5.97M 1.18% +42,192 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,161 shares; 2024Q4: 16,366 shares; 2025Q1: 26,656 shares; 2025Q2: 25,618 shares; 2025Q3: 27,806 shares; 2025Q4: 28,169 shares; 2026Q1: 28,463 shares 28,463 $5.93M 1.17% +294 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,000 shares; 2025Q4: 315,000 shares; 2026Q1: 355,000 shares 355,000 $5.92M 1.17% +40,000 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 14,808 shares; 2025Q1: 22,823 shares; 2025Q2: 19,374 shares; 2025Q3: 22,082 shares; 2025Q4: 24,071 shares; 2026Q1: 24,387 shares 24,387 $5.3M 1.04% +316 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,895 shares; 2024Q4: 12,159 shares; 2025Q1: 13,607 shares; 2025Q2: 15,901 shares; 2025Q3: 15,425 shares; 2025Q4: 15,576 shares; 2026Q1: 15,024 shares 15,024 $4.31M 0.85% -552 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,509 shares; 2025Q1: 8,233 shares; 2025Q2: 8,402 shares; 2025Q3: 10,939 shares; 2025Q4: 10,909 shares; 2026Q1: 11,307 shares 11,307 $4.19M 0.82% +398 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,088 shares; 2025Q1: 10,968 shares; 2025Q2: 10,893 shares; 2025Q3: 12,724 shares; 2025Q4: 13,070 shares; 2026Q1: 14,180 shares 14,180 $4.17M 0.82% +1,110 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,274 shares; 2025Q1: 5,419 shares; 2025Q2: 6,089 shares; 2025Q3: 10,217 shares; 2025Q4: 10,359 shares; 2026Q1: 14,176 shares 14,176 $4.08M 0.8% +3,817 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,818 shares; 2025Q1: 33,758 shares; 2025Q2: 32,373 shares; 2025Q3: 30,578 shares; 2025Q4: 29,483 shares; 2026Q1: 27,755 shares 27,755 $4.06M 0.8% -1,728 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,222 shares; 2024Q4: 882 shares; 2025Q1: 44,319 shares; 2025Q2: 45,395 shares; 2025Q3: 41,550 shares; 2025Q4: 35,589 shares; 2026Q1: 39,132 shares 39,132 $3.94M 0.78% +3,543 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,956 shares; 2024Q4: 42,784 shares; 2025Q1: 46,155 shares; 2025Q2: 41,770 shares; 2025Q3: 43,839 shares; 2025Q4: 41,885 shares; 2026Q1: 38,155 shares 38,155 $3.92M 0.77% -3,730 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,099 shares; 2025Q1: 4,795 shares; 2025Q2: 7,029 shares; 2025Q3: 7,293 shares; 2025Q4: 7,441 shares; 2026Q1: 8,032 shares 8,032 $2.99M 0.59% +591 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,132 shares; 2025Q1: 11,023 shares; 2025Q2: 10,758 shares; 2025Q3: 10,934 shares; 2025Q4: 11,043 shares; 2026Q1: 11,825 shares 11,825 $2.87M 0.56% +782 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 72,360 shares; 2025Q1: 99,426 shares; 2025Q2: 136,031 shares; 2025Q3: 187,911 shares; 2025Q4: 187,556 shares; 2026Q1: 197,486 shares 197,486 $2.82M 0.56% +9,930 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,634 shares; 2024Q4: 53,626 shares; 2025Q1: 65,328 shares; 2025Q2: 65,632 shares; 2025Q3: 65,949 shares; 2025Q4: 66,266 shares; 2026Q1: 72,055 shares 72,055 $2.73M 0.54% +5,789 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 35,669 shares; 2025Q1: 23,891 shares; 2025Q2: 21,377 shares; 2025Q3: 21,610 shares; 2025Q4: 19,932 shares; 2026Q1: 26,904 shares 26,904 $2.57M 0.51% +6,972 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,279 shares; 2025Q2: 18,644 shares; 2025Q3: 31,946 shares; 2025Q4: 37,581 shares; 2026Q1: 40,076 shares 40,076 $2.55M 0.5% +2,495 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,584 shares; 2025Q2: 41,633 shares; 2025Q3: 39,307 shares; 2025Q4: 40,371 shares; 2026Q1: 35,057 shares 35,057 $2.47M 0.49% -5,314 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 13,293 shares; 2025Q1: 47,940 shares; 2025Q2: 14,666 shares; 2025Q3: 19,650 shares; 2025Q4: 19,937 shares; 2026Q1: 19,863 shares 19,863 $2.47M 0.49% -74 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 163 shares; 2025Q1: 1,925 shares; 2025Q2: 1,898 shares; 2025Q3: 2,265 shares; 2025Q4: 2,324 shares; 2026Q1: 2,410 shares 2,410 $2.4M 0.47% +86 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 21,972 shares; 2025Q3: 23,783 shares; 2025Q4: 25,207 shares; 2026Q1: 26,422 shares 26,422 $2.39M 0.47% +1,215 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,410 shares; 2025Q1: 20,157 shares; 2025Q2: 21,358 shares; 2025Q3: 20,268 shares; 2025Q4: 18,967 shares; 2026Q1: 19,027 shares 19,027 $2.26M 0.44% +60 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,227 shares; 2025Q1: 5,506 shares; 2025Q2: 5,817 shares; 2025Q3: 6,039 shares; 2025Q4: 6,277 shares; 2026Q1: 6,170 shares 6,170 $2.17M 0.43% -107 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,603 shares; 2024Q4: 71,579 shares; 2025Q1: 37,561 shares; 2025Q2: 43,294 shares; 2025Q3: 37,314 shares; 2025Q4: 35,355 shares; 2026Q1: 46,967 shares 46,967 $2.17M 0.43% +11,612 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,685 shares; 2024Q4: 19,802 shares; 2025Q1: 20,583 shares; 2025Q2: 22,195 shares; 2025Q3: 35,667 shares; 2025Q4: 35,201 shares; 2026Q1: 67,215 shares 67,215 $2.15M 0.42% +32,014 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,395 shares; 2025Q2: 15,164 shares; 2025Q3: 15,569 shares; 2025Q4: 15,744 shares; 2026Q1: 12,460 shares 12,460 $2.14M 0.42% -3,284 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 60,690 shares; 2025Q2: 69,072 shares; 2025Q3: 69,333 shares; 2025Q4: 70,799 shares; 2026Q1: 59,640 shares 59,640 $2.11M 0.42% -11,159 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 2,969 shares; 2025Q2: 3,477 shares; 2025Q3: 3,757 shares; 2025Q4: 3,980 shares; 2026Q1: 5,401 shares 5,401 $2.11M 0.42% +1,421 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 74,364 shares; 2025Q3: 81,640 shares; 2025Q4: 113,137 shares; 2026Q1: 128,403 shares 128,403 $2.02M 0.4% +15,266 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 2,114 shares; 2025Q1: 59,226 shares; 2025Q2: 63,616 shares; 2025Q3: 63,602 shares; 2025Q4: 62,253 shares; 2026Q1: 71,932 shares 71,932 $2.02M 0.4% +9,679 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 926 shares; 2025Q1: 5,172 shares; 2025Q2: 5,532 shares; 2025Q3: 6,610 shares; 2025Q4: 6,300 shares; 2026Q1: 5,913 shares 5,913 $1.95M 0.38% -387 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 1,994 shares; 2025Q2: 2,433 shares; 2025Q3: 2,574 shares; 2025Q4: 2,487 shares; 2026Q1: 2,597 shares 2,597 $1.89M 0.37% +110 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,554 shares; 2025Q2: 37,995 shares; 2025Q3: 37,688 shares; 2025Q4: 44,934 shares; 2026Q1: 41,163 shares 41,163 $1.85M 0.36% -3,771 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 67 shares; 2025Q1: 879 shares; 2025Q2: 1,445 shares; 2025Q3: 4,857 shares; 2025Q4: 5,106 shares; 2026Q1: 5,903 shares 5,903 $1.83M 0.36% +797 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 2,185 shares; 2025Q2: 2,183 shares; 2025Q3: 5,046 shares; 2025Q4: 6,976 shares; 2026Q1: 7,084 shares 7,084 $1.73M 0.34% +108 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,166 shares; 2025Q2: 6,837 shares; 2025Q3: 7,183 shares; 2025Q4: 7,708 shares; 2026Q1: 7,591 shares 7,591 $1.72M 0.34% -117 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,125 shares; 2024Q4: 32,836 shares; 2025Q1: 40,452 shares; 2025Q2: 42,570 shares; 2025Q3: 46,038 shares; 2025Q4: 45,863 shares; 2026Q1: 54,717 shares 54,717 $1.65M 0.33% +8,854 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,445 shares; 2025Q1: 1,505 shares; 2025Q2: 2,779 shares; 2025Q3: 2,652 shares; 2025Q4: 2,305 shares; 2026Q1: 2,276 shares 2,276 $1.61M 0.32% -29 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 12,317 shares; 2025Q1: 11,116 shares; 2025Q2: 11,116 shares; 2025Q3: 12,711 shares; 2025Q4: 12,101 shares; 2026Q1: 22,687 shares 22,687 $1.59M 0.31% +10,586 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,727 shares; 2025Q2: 14,016 shares; 2025Q3: 14,397 shares; 2025Q4: 15,695 shares; 2026Q1: 20,089 shares 20,089 $1.58M 0.31% +4,394 Timeline STEPSTONE PRIVATE MARKET STEPSTONE PRIVATE MARKET More: the full row for STEPSTONE PRIVATE MARKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,069 shares; 2025Q2: 29,473 shares; 2025Q3: 29,473 shares; 2025Q4: 25,791 shares; 2026Q1: 25,791 shares 25,791 $1.56M 0.31% 0 PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,908 shares; 2025Q2: 91,215 shares; 2025Q3: 90,909 shares; 2025Q4: 94,322 shares; 2026Q1: 85,174 shares 85,174 $1.48M 0.29% -9,148 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 591 shares; 2025Q3: 600 shares; 2025Q4: 34,014 shares; 2026Q1: 37,311 shares 37,311 $1.47M 0.29% +3,297 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,369 shares; 2024Q4: 17,200 shares; 2025Q1: 16,662 shares; 2025Q2: 16,555 shares; 2025Q3: 15,880 shares; 2025Q4: 15,880 shares; 2026Q1: 15,288 shares 15,288 $1.45M 0.29% -592 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 9,671 shares; 2025Q2: 10,211 shares; 2025Q3: 10,435 shares; 2025Q4: 9,380 shares; 2026Q1: 9,879 shares 9,879 $1.43M 0.28% +499 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,832 shares; 2025Q3: 16,164 shares; 2025Q4: 17,953 shares; 2026Q1: 18,046 shares 18,046 $1.42M 0.28% +93 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,342 shares; 2025Q1: 7,203 shares; 2025Q2: 7,489 shares; 2025Q3: 7,895 shares; 2025Q4: 6,224 shares; 2026Q1: 6,688 shares 6,688 $1.41M 0.28% +464 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,005 shares; 2024Q4: 10,986 shares; 2025Q1: 10,986 shares; 2025Q2: 10,986 shares; 2025Q3: 11,136 shares; 2025Q4: 11,164 shares; 2026Q1: 11,191 shares 11,191 $1.4M 0.28% +27 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,267 shares; 2025Q2: 11,523 shares; 2025Q3: 11,576 shares; 2025Q4: 9,383 shares; 2026Q1: 7,647 shares 7,647 $1.39M 0.27% -1,736 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 6,007 shares; 2025Q2: 6,808 shares; 2025Q3: 6,671 shares; 2025Q4: 7,269 shares; 2026Q1: 8,946 shares 8,946 $1.35M 0.27% +1,677 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,033 shares; 2024Q4: 46,869 shares; 2025Q1: 48,195 shares; 2025Q2: 51,400 shares; 2025Q3: 52,201 shares; 2025Q4: 49,949 shares; 2026Q1: 64,697 shares 64,697 $1.23M 0.24% +14,748 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,644 shares; 2025Q1: 3,351 shares; 2025Q2: 3,392 shares; 2025Q3: 4,643 shares; 2025Q4: 4,482 shares; 2026Q1: 4,020 shares 4,020 $1.22M 0.24% -462 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 30,713 shares; 2025Q4: 32,902 shares; 2026Q1: 40,497 shares 40,497 $1.17M 0.23% +7,595 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,540 shares; 2024Q4: 22,412 shares; 2025Q1: 28,064 shares; 2025Q2: 30,334 shares; 2025Q3: 30,323 shares; 2025Q4: 30,714 shares; 2026Q1: 40,853 shares 40,853 $1.15M 0.23% +10,139 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 16,675 shares; 2025Q2: 15,338 shares; 2025Q3: 15,578 shares; 2025Q4: 16,140 shares; 2026Q1: 16,849 shares 16,849 $1.14M 0.22% +709 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,250 shares; 2025Q1: 79,570 shares; 2025Q2: 89,678 shares; 2025Q3: 93,413 shares; 2025Q4: 95,371 shares; 2026Q1: 93,700 shares 93,700 $1.13M 0.22% -1,671 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,205 shares; 2025Q1: 6,486 shares; 2025Q2: 4,016 shares; 2025Q3: 6,878 shares; 2025Q4: 7,272 shares; 2026Q1: 5,451 shares 5,451 $1.13M 0.22% -1,821 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,449 shares; 2025Q1: 4,245 shares; 2025Q2: 4,240 shares; 2025Q3: 4,882 shares; 2025Q4: 4,670 shares; 2026Q1: 7,064 shares 7,064 $1.1M 0.22% +2,394 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 715 shares; 2025Q4: 464 shares; 2026Q1: 2,648 shares 2,648 $1.05M 0.21% +2,184 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,462 shares; 2025Q3: 1,458 shares; 2025Q4: 1,392 shares; 2026Q1: 1,522 shares 1,522 $995K 0.2% +130 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 4,481 shares; 2025Q1: 4,532 shares; 2025Q2: 4,547 shares; 2025Q3: 4,156 shares; 2025Q4: 4,832 shares; 2026Q1: 5,348 shares 5,348 $988K 0.19% +516 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,027 shares; 2024Q4: 20,278 shares; 2025Q1: 26,030 shares; 2025Q2: 27,880 shares; 2025Q3: 27,177 shares; 2025Q4: 26,672 shares; 2026Q1: 32,557 shares 32,557 $982K 0.19% +5,885 Timeline HINES GLOBAL INCOME TRUS HINES GLOBAL INCOME TRUS More: the full row for HINES GLOBAL INCOME TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,074 shares; 2024Q4: 242,652 shares; 2025Q1: 234,888 shares; 2025Q2: 137,903 shares; 2025Q3: 84,157 shares; 2025Q4: 72,278 shares; 2026Q1: 99,247 shares 99,247 $975K 0.19% +26,969 LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,630 shares; 2025Q1: 1,080 shares; 2025Q2: 1,188 shares; 2025Q3: 1,362 shares; 2025Q4: 1,509 shares; 2026Q1: 1,045 shares 1,045 $961K 0.19% -464 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,319 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares 4,288 $952K 0.19% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares; 2026Q1: 12,612 shares 12,612 $940K 0.19% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,882 shares; 2025Q1: 2,099 shares; 2025Q2: 2,466 shares; 2025Q3: 2,436 shares; 2025Q4: 2,605 shares; 2026Q1: 3,745 shares 3,745 $899K 0.18% +1,140 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 2,796 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 3,288 shares; 2025Q4: 3,430 shares; 2026Q1: 4,660 shares 4,660 $894K 0.18% +1,230 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,148 shares; 2025Q1: 9,102 shares; 2025Q2: 6,885 shares; 2025Q3: 6,830 shares; 2025Q4: 6,871 shares; 2026Q1: 6,756 shares 6,756 $870K 0.17% -115 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,747 shares; 2025Q1: 4,948 shares; 2025Q2: 5,761 shares; 2025Q3: 6,344 shares; 2025Q4: 6,117 shares; 2026Q1: 5,830 shares 5,830 $858K 0.17% -287 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,541 shares 8,541 $856K 0.17% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,262 shares; 2025Q1: 364 shares; 2025Q2: 368 shares; 2025Q3: 409 shares; 2025Q4: 347 shares; 2026Q1: 6,768 shares 6,768 $855K 0.17% +6,421 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 1,486 shares; 2025Q1: 462 shares; 2025Q2: 452 shares; 2025Q3: 2,182 shares; 2025Q4: 1,862 shares; 2026Q1: 1,992 shares 1,992 $849K 0.17% +130 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 16,674 shares; 2025Q1: 17,116 shares; 2025Q2: 26,738 shares; 2025Q3: 30,047 shares; 2025Q4: 24,262 shares; 2026Q1: 24,925 shares 24,925 $836K 0.16% +663 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 7,058 shares; 2025Q1: 7,140 shares; 2025Q2: 6,915 shares; 2025Q3: 7,698 shares; 2025Q4: 7,632 shares; 2026Q1: 10,958 shares 10,958 $815K 0.16% +3,326 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,525 shares 2,525 $810K 0.16% -27 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,512 shares; 2025Q1: 10,177 shares; 2025Q2: 10,301 shares; 2025Q3: 11,233 shares; 2025Q4: 11,360 shares; 2026Q1: 6,199 shares 6,199 $771K 0.15% -5,161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 760 shares; 2025Q1: 1,072 shares; 2025Q2: 1,211 shares; 2025Q3: 1,033 shares; 2025Q4: 7,437 shares; 2026Q1: 7,847 shares 7,847 $754K 0.15% +410 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 685 shares; 2025Q1: 7,281 shares; 2025Q2: 8,109 shares; 2025Q3: 8,688 shares; 2025Q4: 4,872 shares; 2026Q1: 9,859 shares 9,859 $750K 0.15% +4,987 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 4,225 shares; 2025Q2: 5,916 shares; 2025Q3: 5,946 shares; 2025Q4: 8,596 shares; 2026Q1: 8,282 shares 8,282 $742K 0.15% -314 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,284 shares; 2025Q2: 825 shares; 2025Q3: 1,950 shares; 2025Q4: 4,206 shares; 2026Q1: 4,311 shares 4,311 $716K 0.14% +105 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,953 shares; 2025Q1: 7,218 shares; 2025Q2: 6,534 shares; 2025Q3: 6,004 shares; 2025Q4: 8,337 shares; 2026Q1: 7,707 shares 7,707 $697K 0.14% -630 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 4,947 shares; 2025Q1: 6,589 shares; 2025Q2: 1,681 shares; 2025Q3: 3,219 shares; 2025Q4: 2,960 shares; 2026Q1: 7,422 shares 7,422 $689K 0.14% +4,462 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,520 shares; 2025Q1: 1,567 shares; 2025Q2: 1,737 shares; 2025Q3: 1,812 shares; 2025Q4: 1,585 shares; 2026Q1: 1,379 shares 1,379 $689K 0.14% -206 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,542 shares; 2024Q4: 29,542 shares; 2025Q1: 29,542 shares; 2025Q2: 29,542 shares; 2025Q3: 29,542 shares; 2025Q4: 29,542 shares; 2026Q1: 24,613 shares 24,613 $687K 0.14% -4,929 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 712 shares; 2025Q1: 1,440 shares; 2025Q2: 1,311 shares; 2025Q3: 1,411 shares; 2025Q4: 1,448 shares; 2026Q1: 1,048 shares 1,048 $683K 0.13% -400 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 485 shares; 2025Q1: 548 shares; 2025Q2: 524 shares; 2025Q3: 1,491 shares; 2025Q4: 1,436 shares; 2026Q1: 1,374 shares 1,374 $681K 0.13% -62 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,834 shares; 2025Q1: 5,517 shares; 2025Q2: 5,005 shares; 2025Q3: 4,466 shares; 2025Q4: 4,136 shares; 2026Q1: 4,327 shares 4,327 $681K 0.13% +191 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 14,555 shares; 2025Q2: 15,334 shares; 2025Q3: 18,772 shares; 2025Q4: 17,711 shares; 2026Q1: 23,893 shares 23,893 $676K 0.13% +6,182 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 853 shares; 2025Q1: 1,078 shares; 2025Q2: 1,052 shares; 2025Q3: 2,464 shares; 2025Q4: 2,210 shares; 2026Q1: 2,223 shares 2,223 $672K 0.13% +13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,358 shares; 2025Q1: 1,163 shares; 2025Q2: 10,678 shares; 2025Q3: 13,896 shares; 2025Q4: 10,073 shares; 2026Q1: 14,404 shares 14,404 $668K 0.13% +4,331 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,352 shares; 2025Q1: 5,741 shares; 2025Q2: 5,909 shares; 2025Q3: 6,103 shares; 2025Q4: 2,255 shares; 2026Q1: 5,902 shares 5,902 $668K 0.13% +3,647 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,507 shares; 2025Q1: 7,584 shares; 2025Q2: 8,080 shares; 2025Q3: 7,864 shares; 2025Q4: 8,963 shares; 2026Q1: 6,026 shares 6,026 $661K 0.13% -2,937 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 449 shares; 2025Q1: 742 shares; 2025Q2: 869 shares; 2025Q3: 895 shares; 2025Q4: 909 shares; 2026Q1: 1,131 shares 1,131 $647K 0.13% +222 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,476 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 3,359 shares 3,359 $645K 0.13% +1,676 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,428 shares; 2025Q1: 2,378 shares; 2025Q2: 7,545 shares; 2025Q3: 10,409 shares; 2025Q4: 9,876 shares; 2026Q1: 9,298 shares 9,298 $644K 0.13% -578 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,633 shares; 2025Q1: 2,922 shares; 2025Q2: 3,031 shares; 2025Q3: 3,379 shares; 2025Q4: 3,320 shares; 2026Q1: 2,050 shares 2,050 $637K 0.13% -1,270 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,770 shares; 2025Q1: 7,149 shares; 2025Q2: 7,576 shares; 2025Q3: 10,757 shares; 2025Q4: 3,851 shares; 2026Q1: 10,283 shares 10,283 $629K 0.12% +6,432 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 70,562 shares; 2025Q2: 78,774 shares; 2025Q3: 79,397 shares; 2025Q4: 89,367 shares; 2026Q1: 90,462 shares 90,462 $628K 0.12% +1,095 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,563 shares 18,563 $616K 0.12% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,694 shares; 2025Q1: 7,242 shares; 2025Q2: 7,197 shares; 2025Q3: 8,220 shares; 2025Q4: 8,606 shares; 2026Q1: 9,303 shares 9,303 $614K 0.12% +697 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 451 shares; 2025Q1: 1,731 shares; 2025Q2: 894 shares; 2025Q3: 1,747 shares; 2025Q4: 2,186 shares; 2026Q1: 2,106 shares 2,106 $612K 0.12% -80 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,506 shares; 2025Q1: 2,557 shares; 2025Q2: 2,497 shares; 2025Q3: 2,683 shares; 2025Q4: 6,279 shares; 2026Q1: 6,867 shares 6,867 $595K 0.12% +588 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 11,500 shares; 2025Q3: 39,590 shares; 2025Q4: 42,001 shares; 2026Q1: 42,004 shares 42,004 $590K 0.12% +3 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,539 shares; 2025Q2: 11,769 shares; 2025Q3: 11,818 shares; 2025Q4: 12,820 shares; 2026Q1: 10,334 shares 10,334 $586K 0.12% -2,486 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,125 shares; 2025Q1: 2,630 shares; 2025Q2: 1,036 shares; 2025Q3: 951 shares; 2025Q4: 899 shares; 2026Q1: 1,796 shares 1,796 $585K 0.12% +897 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 631 shares; 2025Q1: 2,431 shares; 2025Q2: 3,224 shares; 2025Q3: 3,668 shares; 2025Q4: 3,270 shares; 2026Q1: 2,997 shares 2,997 $578K 0.11% -273 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,822 shares; 2025Q3: 2,476 shares; 2025Q4: 2,570 shares; 2026Q1: 8,822 shares 8,822 $565K 0.11% +6,252 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,300 shares; 2025Q1: 1,103 shares; 2025Q2: 1,293 shares; 2025Q3: 2,220 shares; 2025Q4: 2,210 shares; 2026Q1: 2,152 shares 2,152 $560K 0.11% -58 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 76 shares; 2025Q1: 169 shares; 2025Q2: 54 shares; 2025Q3: 923 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $560K 0.11% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 2,975 shares; 2025Q3: 2,939 shares; 2025Q4: 2,941 shares; 2026Q1: 2,932 shares 2,932 $547K 0.11% -9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 32 shares; 2025Q1: 95 shares; 2025Q2: 83 shares; 2025Q3: 2,687 shares; 2025Q4: 2,810 shares; 2026Q1: 2,809 shares 2,809 $545K 0.11% -1 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 689 shares; 2025Q1: 480 shares; 2025Q2: 651 shares; 2025Q3: 653 shares; 2025Q4: 3,772 shares; 2026Q1: 5,166 shares 5,166 $540K 0.11% +1,394 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares; 2026Q1: 7,265 shares 7,265 $528K 0.1% +997 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 218 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $527K 0.1% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 3,651 shares; 2025Q2: 3,641 shares; 2025Q3: 3,645 shares; 2025Q4: 3,708 shares; 2026Q1: 3,579 shares 3,579 $522K 0.1% -129 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 3,030 shares; 2025Q1: 2,776 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares 4,234 $522K 0.1% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,104 shares; 2025Q1: 2,712 shares; 2025Q2: 2,654 shares; 2025Q3: 2,474 shares; 2025Q4: 1,466 shares; 2026Q1: 2,765 shares 2,765 $516K 0.1% +1,299 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,203 shares; 2025Q1: 2,378 shares; 2025Q2: 2,356 shares; 2025Q3: 2,749 shares; 2025Q4: 2,786 shares; 2026Q1: 4,609 shares 4,609 $513K 0.1% +1,823 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,940 shares 5,940 $503K 0.1% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: 4,234 shares; 2025Q3: 5,389 shares; 2025Q4: 5,996 shares; 2026Q1: 12,813 shares 12,813 $492K 0.1% +6,817 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,887 shares; 2025Q1: 3,080 shares; 2025Q2: 3,748 shares; 2025Q3: 2,597 shares; 2025Q4: 2,614 shares; 2026Q1: 2,975 shares 2,975 $492K 0.1% +361 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,457 shares; 2025Q3: 2,460 shares; 2025Q4: 2,628 shares; 2026Q1: 3,257 shares 3,257 $490K 0.1% +629 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 14,019 shares; 2025Q3: 11,434 shares; 2025Q4: 7,517 shares; 2026Q1: 7,517 shares 7,517 $486K 0.1% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 8,637 shares; 2025Q1: 5,164 shares; 2025Q2: 2,640 shares; 2025Q3: 14,919 shares; 2025Q4: 7,788 shares; 2026Q1: 4,480 shares 4,480 $475K 0.09% -3,308 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 812 shares; 2025Q2: 1,296 shares; 2025Q3: 1,535 shares; 2025Q4: 1,554 shares; 2026Q1: 1,398 shares 1,398 $472K 0.09% -156 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 114 shares; 2025Q1: 884 shares; 2025Q2: 841 shares; 2025Q3: 888 shares; 2025Q4: 941 shares; 2026Q1: 758 shares 758 $453K 0.09% -183 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 636 shares; 2025Q3: 758 shares; 2025Q4: 603 shares; 2026Q1: 535 shares 535 $453K 0.09% -68 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 1,042 shares; 2025Q3: 895 shares; 2025Q4: 1,594 shares; 2026Q1: 1,391 shares 1,391 $449K 0.09% -203 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,172 shares; 2025Q1: 1,977 shares; 2025Q2: 3,080 shares; 2025Q3: 3,262 shares; 2025Q4: 3,266 shares; 2026Q1: 3,271 shares 3,271 $446K 0.09% +5 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 10,047 shares; 2025Q1: 7,718 shares; 2025Q2: 22,783 shares; 2025Q3: 15,766 shares; 2025Q4: 16,343 shares; 2026Q1: 18,499 shares 18,499 $437K 0.09% +2,156 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 5,890 shares; 2025Q1: 12,328 shares; 2025Q2: 9,318 shares; 2025Q3: 11,066 shares; 2025Q4: 10,914 shares; 2026Q1: 8,077 shares 8,077 $437K 0.09% -2,837 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,817 shares; 2026Q1: 73,967 shares 73,967 $432K 0.09% +55,150 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,439 shares; 2024Q4: 11,722 shares; 2025Q1: 11,134 shares; 2025Q2: 10,452 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares; 2026Q1: 15,126 shares 15,126 $430K 0.08% +5,125 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,386 shares 2,386 $428K 0.08% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 12,495 shares; 2025Q1: 12,488 shares; 2025Q2: 5,696 shares; 2025Q3: 4,036 shares; 2025Q4: 4,055 shares; 2026Q1: 4,008 shares 4,008 $425K 0.08% -47 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 2,401 shares; 2025Q1: 1,332 shares; 2025Q2: 1,972 shares; 2025Q3: 2,679 shares; 2025Q4: 2,714 shares; 2026Q1: 3,039 shares 3,039 $424K 0.08% +325 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 285 shares 285 $420K 0.08% +19 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 479 shares; 2025Q1: 699 shares; 2025Q2: 678 shares; 2025Q3: 86 shares; 2025Q4: 83 shares; 2026Q1: 1,531 shares 1,531 $407K 0.08% +1,448 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,000 shares; 2025Q1: 3,668 shares; 2025Q2: 4,125 shares; 2025Q3: 3,294 shares; 2025Q4: 2,560 shares; 2026Q1: 3,437 shares 3,437 $406K 0.08% +877 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 1,945 shares; 2025Q1: 485 shares; 2025Q2: 447 shares; 2025Q3: 60 shares; 2025Q4: 1,005 shares; 2026Q1: 1,157 shares 1,157 $397K 0.08% +152 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,340 shares; 2025Q1: 1,358 shares; 2025Q2: 1,474 shares; 2025Q3: 1,766 shares; 2025Q4: 2,241 shares; 2026Q1: 1,983 shares 1,983 $393K 0.08% -258 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares 6,850 $391K 0.08% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 572 shares; 2025Q3: 2,178 shares; 2025Q4: 5,669 shares; 2026Q1: 6,387 shares 6,387 $390K 0.08% +718 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 3,300 shares 3,300 $386K 0.08% +1,000 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,470 shares; 2025Q1: 1,437 shares; 2025Q2: 1,442 shares; 2025Q3: 1,881 shares; 2025Q4: 1,886 shares; 2026Q1: 1,591 shares 1,591 $386K 0.08% -295 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 982 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 7,243 shares; 2026Q1: 7,243 shares 7,243 $381K 0.08% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 807 shares; 2025Q1: 780 shares; 2025Q2: 875 shares; 2025Q3: 912 shares; 2025Q4: 862 shares; 2026Q1: 707 shares 707 $381K 0.08% -155 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 666 shares; 2025Q1: 3,222 shares; 2025Q2: 2,756 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $380K 0.07% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 1,885 shares; 2025Q3: 2,790 shares; 2025Q4: 2,609 shares; 2026Q1: 2,790 shares 2,790 $379K 0.07% +181 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 853 shares; 2025Q1: 814 shares; 2025Q2: 794 shares; 2025Q3: 132 shares; 2025Q4: 138 shares; 2026Q1: 2,239 shares 2,239 $379K 0.07% +2,101 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares 1,689 $369K 0.07% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 647 shares; 2025Q1: 1,465 shares; 2025Q2: 3,293 shares; 2025Q3: 4,941 shares; 2025Q4: 5,174 shares; 2026Q1: 2,818 shares 2,818 $369K 0.07% -2,356 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,949 shares 8,949 $363K 0.07% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,412 shares; 2025Q3: 5,442 shares; 2025Q4: 5,751 shares; 2026Q1: 3,630 shares 3,630 $360K 0.07% -2,121 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 2,806 shares; 2025Q1: 3,600 shares; 2025Q2: 3,549 shares; 2025Q3: 3,260 shares; 2025Q4: 2,159 shares; 2026Q1: 2,479 shares 2,479 $358K 0.07% +320 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,053 shares; 2025Q1: 1,406 shares; 2025Q2: 1,376 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 2,474 shares 2,474 $354K 0.07% +2,318 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 1,459 shares; 2025Q1: 2,557 shares; 2025Q2: 2,773 shares; 2025Q3: 2,996 shares; 2025Q4: 2,839 shares; 2026Q1: 1,737 shares 1,737 $353K 0.07% -1,102 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,500 shares; 2026Q1: 5,000 shares 5,000 $336K 0.07% -2,500 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 7,320 shares; 2025Q3: 14,487 shares; 2025Q4: 11,696 shares; 2026Q1: 12,135 shares 12,135 $333K 0.07% +439 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 5,723 shares; 2025Q3: 8,875 shares; 2025Q4: 7,819 shares; 2026Q1: 11,020 shares 11,020 $319K 0.06% +3,201 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 56 shares; 2025Q1: 631 shares; 2025Q2: 853 shares; 2025Q3: 3,168 shares; 2025Q4: 2,713 shares; 2026Q1: 2,647 shares 2,647 $318K 0.06% -66 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,287 shares; 2025Q2: 2,319 shares; 2025Q3: 3,468 shares; 2025Q4: 3,340 shares; 2026Q1: 4,002 shares 4,002 $311K 0.06% +662 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 1,472 shares 1,472 $309K 0.06% +996 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 674 shares; 2025Q4: 649 shares; 2026Q1: 547 shares 547 $307K 0.06% -102 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 530 shares; 2025Q1: 771 shares; 2025Q2: 133 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 1,122 shares 1,122 $304K 0.06% +1,056 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 72 shares; 2025Q1: 1,235 shares; 2025Q2: 839 shares; 2025Q3: 998 shares; 2025Q4: 1,637 shares; 2026Q1: 1,900 shares 1,900 $304K 0.06% +263 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,608 shares; 2025Q2: 3,148 shares; 2025Q3: 3,443 shares; 2025Q4: 2,224 shares; 2026Q1: 7,497 shares 7,497 $302K 0.06% +5,273 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 4,267 shares; 2026Q1: 4,963 shares 4,963 $301K 0.06% +696 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 134 shares; 2025Q1: 2,718 shares; 2025Q2: 2,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,634 shares; 2026Q1: 2,996 shares 2,996 $293K 0.06% +362 Timeline BUYO KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,421 shares 10,421 $288K 0.06% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 1,650 shares 1,650 $286K 0.06% +1,600 Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,144 shares 10,144 $284K 0.06% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,849 shares 1,849 $282K 0.06% +33 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 66 shares; 2026Q1: 83 shares 83 $280K 0.06% +17 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,136 shares; 2025Q3: 1,743 shares; 2025Q4: 1,668 shares; 2026Q1: 2,128 shares 2,128 $279K 0.05% +460 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,544 shares; 2025Q1: 2,598 shares; 2025Q2: 2,595 shares; 2025Q3: 2,555 shares; 2025Q4: 2,360 shares; 2026Q1: 1,028 shares 1,028 $273K 0.05% -1,332 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $272K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $266K 0.05% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,424 shares; 2025Q1: 1,173 shares; 2025Q2: 2,139 shares; 2025Q3: 1,906 shares; 2025Q4: 800 shares; 2026Q1: 824 shares 824 $264K 0.05% +24 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 582 shares; 2025Q1: 716 shares; 2025Q2: 666 shares; 2025Q3: 716 shares; 2025Q4: 114 shares; 2026Q1: 912 shares 912 $259K 0.05% +798 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 1,510 shares; 2025Q1: 308 shares; 2025Q2: 225 shares; 2025Q3: 7,025 shares; 2025Q4: 7,005 shares; 2026Q1: 7,005 shares 7,005 $257K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 1,165 shares; 2025Q4: 1,177 shares; 2026Q1: 1,187 shares 1,187 $255K 0.05% +10 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,021 shares; 2025Q3: 1,763 shares; 2025Q4: 2,182 shares; 2026Q1: 2,256 shares 2,256 $253K 0.05% +74 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 470 shares; 2025Q1: 1,824 shares; 2025Q2: 1,744 shares; 2025Q3: 3,017 shares; 2025Q4: 2,708 shares; 2026Q1: 3,476 shares 3,476 $253K 0.05% +768 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $253K 0.05% 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; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 289 shares 289 $250K 0.05% +73 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 3,884 shares; 2025Q1: 3,595 shares; 2025Q2: 4,003 shares; 2025Q3: 2,197 shares; 2025Q4: 2,294 shares; 2026Q1: 1,979 shares 1,979 $250K 0.05% -315 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,813 shares; 2025Q4: 1,815 shares; 2026Q1: 1,816 shares 1,816 $249K 0.05% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 896 shares; 2025Q1: 671 shares; 2025Q2: 670 shares; 2025Q3: 660 shares; 2025Q4: 770 shares; 2026Q1: 1,234 shares 1,234 $246K 0.05% +464 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 190 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 50 shares; 2025Q4: 661 shares; 2026Q1: 519 shares 519 $239K 0.05% -142 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,031 shares; 2025Q3: 1,641 shares; 2025Q4: 1,583 shares; 2026Q1: 2,002 shares 2,002 $237K 0.05% +419 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 599 shares; 2025Q2: 569 shares; 2025Q3: 967 shares; 2025Q4: 921 shares; 2026Q1: 1,190 shares 1,190 $235K 0.05% +269 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 1,620 shares; 2025Q4: 1,575 shares; 2026Q1: 2,131 shares 2,131 $234K 0.05% +556 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,278 shares; 2025Q2: 2,174 shares; 2025Q3: 3,949 shares; 2025Q4: 3,957 shares; 2026Q1: 5,002 shares 5,002 $233K 0.05% +1,045 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 1,997 shares 1,997 $231K 0.05% +565 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 1,070 shares 1,070 $231K 0.05% +617 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 318 shares; 2025Q3: 520 shares; 2025Q4: 556 shares; 2026Q1: 790 shares 790 $229K 0.04% +234 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 2,843 shares 2,843 $226K 0.04% +823 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,405 shares; 2025Q1: 4,162 shares; 2025Q2: 6,686 shares; 2025Q3: 6,000 shares; 2025Q4: 5,960 shares; 2026Q1: 2,584 shares 2,584 $225K 0.04% -3,376 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 1,183 shares; 2025Q4: 1,572 shares; 2026Q1: 2,049 shares 2,049 $225K 0.04% +477 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,284 shares; 2025Q3: 1,869 shares; 2025Q4: 1,836 shares; 2026Q1: 2,441 shares 2,441 $222K 0.04% +605 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 1,207 shares; 2025Q4: 1,136 shares; 2026Q1: 1,592 shares 1,592 $222K 0.04% +456 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 6,681 shares; 2026Q1: 4,659 shares 4,659 $219K 0.04% -2,022 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 777 shares; 2025Q2: 735 shares; 2025Q3: 1,168 shares; 2025Q4: 1,146 shares; 2026Q1: 1,506 shares 1,506 $219K 0.04% +360 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 3,854 shares; 2025Q1: 1,318 shares; 2025Q2: 1,275 shares; 2025Q3: 1,216 shares; 2025Q4: 2,527 shares; 2026Q1: 2,538 shares 2,538 $216K 0.04% +11 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $215K 0.04% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,238 shares; 2025Q2: 14,238 shares; 2025Q3: 14,238 shares; 2025Q4: 14,238 shares; 2026Q1: 14,239 shares 14,239 $215K 0.04% +1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $214K 0.04% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 510 shares; 2025Q4: 782 shares; 2026Q1: 1,086 shares 1,086 $213K 0.04% +304 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 3,047 shares; 2025Q1: 2,161 shares; 2025Q2: 3,140 shares; 2025Q3: 2,233 shares; 2025Q4: 2,138 shares; 2026Q1: 3,203 shares 3,203 $212K 0.04% +1,065 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 575 shares; 2025Q4: 439 shares; 2026Q1: 851 shares 851 $211K 0.04% +412 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 18,294 shares; 2025Q2: 19,492 shares; 2025Q3: 22,128 shares; 2025Q4: 11,933 shares; 2026Q1: 12,214 shares 12,214 $211K 0.04% +281 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 985 shares; 2026Q1: 1,308 shares 1,308 $206K 0.04% +323 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,725 shares; 2025Q3: 3,032 shares; 2025Q4: 2,925 shares; 2026Q1: 3,833 shares 3,833 $204K 0.04% +908 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,522 shares; 2026Q1: 1,472 shares 1,472 $199K 0.04% -50 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 41 shares; 2026Q1: 228 shares 228 $199K 0.04% +187 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,203 shares; 2025Q2: 1,112 shares; 2025Q3: 1,634 shares; 2025Q4: 1,746 shares; 2026Q1: 2,323 shares 2,323 $197K 0.04% +577 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares; 2026Q1: 1,853 shares 1,853 $197K 0.04% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 686 shares; 2025Q4: 663 shares; 2026Q1: 980 shares 980 $194K 0.04% +317 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,976 shares; 2025Q1: 2,037 shares; 2025Q2: 885 shares; 2025Q3: 954 shares; 2025Q4: 846 shares; 2026Q1: 794 shares 794 $192K 0.04% -52 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 129 shares; 2025Q4: 132 shares; 2026Q1: 888 shares 888 $190K 0.04% +756 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 3,259 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $189K 0.04% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,754 shares 4,754 $189K 0.04% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: not reported; 2025Q1: 1,745 shares; 2025Q2: 457 shares; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 5,226 shares 5,226 $187K 0.04% +2,810 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 3,159 shares; 2025Q2: 698 shares; 2025Q3: 750 shares; 2025Q4: 864 shares; 2026Q1: 1,933 shares 1,933 $186K 0.04% +1,069 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 308 shares 308 $186K 0.04% +99 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 2,005 shares; 2025Q2: 1,864 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,124 shares 1,124 $185K 0.04% +4 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,104 shares 3,104 $185K 0.04% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091 $183K 0.04% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473 shares; 2026Q1: 627 shares 627 $182K 0.04% +154 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares 5,561 $179K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 3,886 shares; 2026Q1: 3,886 shares 3,886 $178K 0.04% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,370 shares; 2025Q1: 3,446 shares; 2025Q2: 3,387 shares; 2025Q3: 3,136 shares; 2025Q4: 1,162 shares; 2026Q1: 1,042 shares 1,042 $176K 0.03% -120 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 19,922 shares; 2025Q2: 14,773 shares; 2025Q3: 14,773 shares; 2025Q4: 19,329 shares; 2026Q1: 19,329 shares 19,329 $174K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 1,017 shares; 2025Q1: 1,293 shares; 2025Q2: 1,109 shares; 2025Q3: 1,085 shares; 2025Q4: 470 shares; 2026Q1: 403 shares 403 $171K 0.03% -67 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,247 shares; 2025Q1: 1,047 shares; 2025Q2: 1,267 shares; 2025Q3: 773 shares; 2025Q4: 777 shares; 2026Q1: 716 shares 716 $169K 0.03% -61 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 48 shares; 2025Q1: 15 shares; 2025Q2: 3 shares; 2025Q3: 1,270 shares; 2025Q4: 2,947 shares; 2026Q1: 3,203 shares 3,203 $169K 0.03% +256 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,409 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $166K 0.03% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $165K 0.03% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,285 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 2,349 shares 2,349 $163K 0.03% +2,312 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,751 shares; 2026Q1: 8,223 shares 8,223 $155K 0.03% +2,472 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 763 shares; 2025Q3: 1,053 shares; 2025Q4: 3,025 shares; 2026Q1: 3,023 shares 3,023 $152K 0.03% -2 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 361 shares; 2025Q1: 299 shares; 2025Q2: 504 shares; 2025Q3: 359 shares; 2025Q4: 362 shares; 2026Q1: 262 shares 262 $151K 0.03% -100 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 71 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $150K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 451 shares; 2025Q2: 443 shares; 2025Q3: 2,688 shares; 2025Q4: 1,727 shares; 2026Q1: 2,026 shares 2,026 $146K 0.03% +299 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 6,616 shares; 2025Q2: 6,277 shares; 2025Q3: 2,369 shares; 2025Q4: 987 shares; 2026Q1: 1,102 shares 1,102 $146K 0.03% +115 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,090 shares; 2025Q1: 2,128 shares; 2025Q2: 2,107 shares; 2025Q3: 1,023 shares; 2025Q4: 1,095 shares; 2026Q1: 1,495 shares 1,495 $140K 0.03% +400 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,072 shares; 2025Q1: 1,431 shares; 2025Q2: 1,786 shares; 2025Q3: 1,151 shares; 2025Q4: 1,412 shares; 2026Q1: 570 shares 570 $139K 0.03% -842 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 1,279 shares; 2025Q1: 850 shares; 2025Q2: 782 shares; 2025Q3: 680 shares; 2025Q4: 535 shares; 2026Q1: 4,561 shares 4,561 $138K 0.03% +4,026 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $131K 0.03% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares 1,605 $128K 0.03% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares 5,050 $127K 0.02% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,321 shares 10,321 $126K 0.02% new Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME TRU… More: the full row for BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,677 shares 8,677 $124K 0.02% new XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $123K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 553 shares; 2025Q2: 142 shares; 2025Q3: 619 shares; 2025Q4: 631 shares; 2026Q1: 277 shares 277 $121K 0.02% -354 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,309 shares 3,309 $118K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares 2,893 $118K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160 $115K 0.02% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $115K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $114K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 687 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $114K 0.02% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 159 shares; 2025Q3: 225 shares; 2025Q4: 729 shares; 2026Q1: 440 shares 440 $111K 0.02% -289 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 1,110 shares 1,110 $110K 0.02% +176 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,463 shares 2,463 $110K 0.02% -57 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $107K 0.02% 0 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $105K 0.02% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,099 shares; 2025Q1: 6,070 shares; 2025Q2: 6,112 shares; 2025Q3: 5,873 shares; 2025Q4: 1,459 shares; 2026Q1: 1,607 shares 1,607 $105K 0.02% +148 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 457 shares; 2025Q1: 1,120 shares; 2025Q2: 912 shares; 2025Q3: 913 shares; 2025Q4: 825 shares; 2026Q1: 525 shares 525 $104K 0.02% -300 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares; 2026Q1: 1,904 shares 1,904 $104K 0.02% +111 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $102K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares 1,636 $101K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 58 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares 231 $100K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 1,143 shares; 2025Q3: 1,185 shares; 2025Q4: 1,233 shares; 2026Q1: 1,051 shares 1,051 $97.5K 0.02% -182 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 278 shares; 2025Q2: 285 shares; 2025Q3: 692 shares; 2025Q4: 743 shares; 2026Q1: 622 shares 622 $96.7K 0.02% -121 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 750 shares; 2025Q3: 1,130 shares; 2025Q4: 258 shares; 2026Q1: 320 shares 320 $94.9K 0.02% +62 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,340 shares 1,340 $92.5K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 394 shares; 2025Q1: 396 shares; 2025Q2: 379 shares; 2025Q3: 398 shares; 2025Q4: 501 shares; 2026Q1: 259 shares 259 $91.6K 0.02% -242 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 505 shares 505 $91.1K 0.02% +18 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 316 shares 316 $90.9K 0.02% +63 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $90.4K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $89K 0.02% 0 Timeline LRLCY L'OREAL-UNSPONSORED ADR More: the full row for L'OREAL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062 $87K 0.02% 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; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 456 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $86.6K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 833 shares; 2025Q2: 753 shares; 2025Q3: 1,680 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $84.6K 0.02% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $83K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 331 shares; 2025Q1: 3,476 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 243 shares 243 $79.9K 0.02% -89 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 600 shares 600 $78.8K 0.02% +500 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 260 shares; 2025Q4: 403 shares; 2026Q1: 180 shares 180 $77.8K 0.02% -223 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $77.1K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 880 shares; 2025Q3: 1,992 shares; 2025Q4: not reported; 2026Q1: 966 shares 966 $76.9K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 301 shares; 2025Q4: 659 shares; 2026Q1: 353 shares 353 $76.6K 0.02% -306 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211 shares 211 $75.2K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 121 shares 121 $74.7K 0.01% -8 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $74K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares 1,546 $72.7K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,007 shares; 2025Q2: 3,007 shares; 2025Q3: 3,010 shares; 2025Q4: 3,014 shares; 2026Q1: 3,018 shares 3,018 $71.5K 0.01% +4 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 918 shares; 2025Q1: 979 shares; 2025Q2: 1,101 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 145 shares 145 $71.3K 0.01% +98 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $68.7K 0.01% 0 Timeline YINN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares 2,092 $68.6K 0.01% new Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $66.3K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $65K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $64K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 141 shares; 2025Q2: 1,970 shares; 2025Q3: 2,072 shares; 2025Q4: 2,074 shares; 2026Q1: 710 shares 710 $61.7K 0.01% -1,364 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares 1,126 $60.1K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares; 2025Q3: 8,373 shares; 2025Q4: 8,373 shares; 2026Q1: 8,373 shares 8,373 $58.2K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $57.9K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 3,427 shares; 2025Q1: 2,674 shares; 2025Q2: 1,579 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares 1,277 $57.8K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $57.4K 0.01% 0 Timeline HTHIY HITACHI LTD -ADR More: the full row for HITACHI LTD -ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $55.6K 0.01% 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; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 138 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 106 shares; 2025Q4: 202 shares; 2026Q1: 345 shares 345 $55.3K 0.01% +143 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $55.3K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $55.2K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $55K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 621 shares; 2025Q1: 1,854 shares; 2025Q2: 1,611 shares; 2025Q3: 1,593 shares; 2025Q4: 769 shares; 2026Q1: 589 shares 589 $54K 0.01% -180 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $54K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $53K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,699 shares; 2025Q1: 2,838 shares; 2025Q2: 2,729 shares; 2025Q3: 3,070 shares; 2025Q4: 3,032 shares; 2026Q1: 344 shares 344 $50.1K 0.01% -2,688 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,342 shares 4,342 $50.1K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares 1,186 $49.8K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 7,745 shares; 2025Q1: 8,115 shares; 2025Q2: 7,969 shares; 2025Q3: 8,986 shares; 2025Q4: 8,870 shares; 2026Q1: 1,053 shares 1,053 $49.4K 0.01% -7,817 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares 1,964 $48.6K 0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 758 shares; 2025Q3: 738 shares; 2025Q4: 718 shares; 2026Q1: 696 shares 696 $48.5K 0.01% -22 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $48.3K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 134 shares; 2026Q1: 120 shares 120 $47.8K 0.01% -14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $47.1K 0.01% 0 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,881 shares; 2024Q4: 48,738 shares; 2025Q1: 24,896 shares; 2025Q2: 2,709 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $46.6K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,130 shares; 2025Q1: 2,453 shares; 2025Q2: 2,321 shares; 2025Q3: 232 shares; 2025Q4: 4,984 shares; 2026Q1: 648 shares 648 $46.2K 0.01% -4,336 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $45.6K 0.01% new Timeline RNMBY RHEINMETALL AG-UNSP ADR More: the full row for RHEINMETALL AG-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $45K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $43.8K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,512 shares; 2024Q4: 26,209 shares; 2025Q1: 8,391 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: 8,391 shares; 2026Q1: 8,391 shares 8,391 $43.5K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 934 shares; 2025Q3: 1,865 shares; 2025Q4: 290 shares; 2026Q1: 382 shares 382 $43.4K 0.01% +92 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 1,174 shares 1,174 $43.3K 0.01% -890 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 747 shares 747 $41.5K 0.01% +580 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 405 shares; 2025Q1: 904 shares; 2025Q2: 422 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 200 shares 200 $41.5K 0.01% -75 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 604 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 165 shares 165 $41.2K 0.01% +163 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 1,787 shares; 2025Q1: 141 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $40.2K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $40.1K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $39.3K 0.01% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $38.7K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 116 shares; 2025Q3: 162 shares; 2025Q4: 179 shares; 2026Q1: 190 shares 190 $38.6K 0.01% +11 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares 2,993 $37.5K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 256 shares 256 $36.5K 0.01% -45 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 416 shares 416 $36.1K 0.01% +59 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 985 shares; 2025Q1: 1,242 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 842 shares; 2026Q1: 678 shares 678 $35.8K 0.01% -164 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares 259 $35.3K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 181 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $34.9K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $34.8K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 788,336 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $34.3K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 359 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $34K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $33.5K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $32.6K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $32.5K 0.01% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $32.5K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,152 shares; 2025Q1: 1,185 shares; 2025Q2: 1,331 shares; 2025Q3: 1,390 shares; 2025Q4: 1,229 shares; 2026Q1: 267 shares 267 $32.5K 0.01% -962 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 473 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 598 shares; 2025Q4: 578 shares; 2026Q1: 121 shares 121 $31.7K 0.01% -457 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 130 shares; 2026Q1: 156 shares 156 $31.7K 0.01% +26 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669,494 shares; 2024Q4: 7,578 shares; 2025Q1: 128,127 shares; 2025Q2: 138,127 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares 3,127 $31.4K 0.01% 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; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 1,773 shares; 2026Q1: 497 shares 497 $31.2K 0.01% -1,276 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,217 shares; 2025Q1: 2,735 shares; 2025Q2: 2,262 shares; 2025Q3: 1,934 shares; 2025Q4: 1,792 shares; 2026Q1: 1,796 shares 1,796 $30.7K 0.01% +4 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $30K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares 152 $28.8K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $28.4K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $28.3K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 627 shares; 2025Q3: 931 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $27.9K 0.01% 0 Timeline BYD Co Ltd Shs H BYD Co Ltd Shs H More: the full row for BYD Co Ltd Shs H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares 2,064 $27.9K 0.01% new SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $27.8K 0.01% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $27.3K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 773 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares 118 $27.2K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $26.7K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $26.6K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 39 shares; 2025Q3: 55 shares; 2025Q4: 74 shares; 2026Q1: 91 shares 91 $26.2K 0.01% +17 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86 $26.1K 0.01% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,191 shares; 2025Q3: 1,204 shares; 2025Q4: 1,224 shares; 2026Q1: 1,240 shares 1,240 $26K 0.01% +16 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $25.9K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $25.5K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 698 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 673 shares; 2026Q1: 844 shares 844 $25.4K 0.01% +171 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $25.3K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 6 shares 6 $25.3K <0.01% +2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $25K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $24.9K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 19 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: 144 shares 144 $24.9K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $24.8K <0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $24.6K <0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 252 shares 252 $24.5K <0.01% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $24.3K <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; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 255 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $23.3K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 45 shares; 2025Q1: 702 shares; 2025Q2: 196 shares; 2025Q3: 126 shares; 2025Q4: 144 shares; 2026Q1: 202 shares 202 $23.2K <0.01% +58 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $23.1K <0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 203 shares 203 $22.6K <0.01% +150 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 374 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 92 shares 92 $22.5K <0.01% -25 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 904 shares; 2025Q4: 143 shares; 2026Q1: 178 shares 178 $21.9K <0.01% +35 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 183 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 187 shares; 2026Q1: 366 shares 366 $21.7K <0.01% +179 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $21.3K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $21.2K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 2,003 shares 2,003 $21.1K <0.01% +1,022 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $20.3K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $20.1K <0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 88 shares; 2025Q3: 148 shares; 2025Q4: 201 shares; 2026Q1: 246 shares 246 $19.9K <0.01% +45 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 80 shares 80 $19.8K <0.01% -15 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $19.7K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 416 shares; 2025Q4: 445 shares; 2026Q1: 898 shares 898 $19.4K <0.01% +453 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 271 shares 271 $19.3K <0.01% +255 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,975 shares; 2025Q2: 23,981 shares; 2025Q3: 25,483 shares; 2025Q4: 711 shares; 2026Q1: 383 shares 383 $19.3K <0.01% -328 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $18.9K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $18.6K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 426 shares 426 $18.4K <0.01% -3,191 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 221 shares; 2026Q1: 404 shares 404 $18.3K <0.01% +183 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 269 shares; 2026Q1: 507 shares 507 $18.3K <0.01% +238 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 5,897 shares; 2025Q2: 7,068 shares; 2025Q3: 887 shares; 2025Q4: not reported; 2026Q1: 248 shares 248 $18.1K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $18K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $17.9K <0.01% new Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 16,631 shares; 2026Q1: 5,000 shares 5,000 $17.9K <0.01% -11,631 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $17.9K <0.01% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 578 shares; 2025Q4: 636 shares; 2026Q1: 408 shares 408 $17.8K <0.01% -228 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $17.7K <0.01% 0 Timeline CNSWF CONSTELLATION SOFTWARE INC More: the full row for CONSTELLATION SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $17.5K <0.01% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $17.5K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares 1,672 $17.4K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 231 shares 231 $17.3K <0.01% +80 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $17.1K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $17.1K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 475 shares; 2025Q4: 503 shares; 2026Q1: 1,004 shares 1,004 $17K <0.01% +501 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares 1,515 $17K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 255 shares; 2026Q1: 242 shares 242 $16.9K <0.01% -13 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares 2,749 $16.9K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares 1,470 $16.9K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656 $16.8K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 364 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $16.8K <0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares 1,626 $16.7K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares 1,716 $16.5K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 175 shares 175 $16.5K <0.01% -155 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $16.3K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $16.2K <0.01% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares 401 $16.2K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15 $16K <0.01% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $15.9K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 510 shares; 2025Q1: 516 shares; 2025Q2: 566 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $15.7K <0.01% 0 Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,412 shares 29,412 $15.6K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $15.5K <0.01% new Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $15.2K <0.01% 0 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 207 shares; 2026Q1: 395 shares 395 $15.2K <0.01% +188 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $15.2K <0.01% 0 Timeline ADYEY ADYEN NV-UNSPON ADR More: the full row for ADYEN NV-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $15K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372 $14.9K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $14.7K <0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 471 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $14.6K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $14.2K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $14.1K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 310 shares; 2025Q4: 329 shares; 2026Q1: 664 shares 664 $14K <0.01% +335 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $14K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,321 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $13.8K <0.01% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 493 shares; 2025Q4: 462 shares; 2026Q1: 890 shares 890 $13.7K <0.01% +428 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 153 shares 153 $13.5K <0.01% +100 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 69 shares; 2025Q3: 139 shares; 2025Q4: 162 shares; 2026Q1: 64 shares 64 $13.2K <0.01% -98 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 852 shares; 2025Q1: 851 shares; 2025Q2: 849 shares; 2025Q3: 847 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869 $12.9K <0.01% 0 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 56 shares 56 $12.8K <0.01% +29 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: 601 shares; 2026Q1: 1,038 shares 1,038 $12.8K <0.01% +437 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15 $12.7K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 538 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $12.7K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $12.7K <0.01% new Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589 $12.6K <0.01% 0 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $12.6K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 115 shares; 2026Q1: 125 shares 125 $12.5K <0.01% +10 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 391 shares; 2026Q1: 782 shares 782 $12.4K <0.01% +391 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 788 shares 788 $12.2K <0.01% new Timeline SGAPY SINGAPORE TELECOMMUNICAT-ADR More: the full row for SINGAPORE TELECOMMUNICAT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 162 shares; 2026Q1: 316 shares 316 $12.2K <0.01% +154 Timeline EONGY E.ON SE SPONSORED ADR (GERMANY More: the full row for E.ON SE SPONSORED ADR (GERMANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 552 shares 552 $12.2K <0.01% +277 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares 246 $11.9K <0.01% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $11.8K <0.01% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 1,030 shares 1,030 $11.8K <0.01% +533 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 72 shares 72 $11.8K <0.01% -273 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $11.7K <0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $11.7K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26 $11.6K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $11.3K <0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $11.3K <0.01% 0 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 95 shares; 2026Q1: 105 shares 105 $11.3K <0.01% +10 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 566 shares 566 $11.2K <0.01% +289 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $11.2K <0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $11.1K <0.01% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $10.9K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $10.9K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $10.9K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $10.8K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 34 shares 34 $10.7K <0.01% new Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $10.5K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,727 shares; 2025Q4: 89 shares; 2026Q1: 178 shares 178 $10.4K <0.01% +89 Timeline