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: not loaded; 2024Q4: 55,141 shares; 2025Q1: 60,078 shares; 2025Q2: 114,714 shares; 2025Q3: 117,015 shares; 2025Q4: 119,099 shares; 2026Q1: 117,060 shares 117,060 $29.7M 10.86% -2,039 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: not loaded; 2024Q4: 96,308 shares; 2025Q1: 109,343 shares; 2025Q2: 108,149 shares; 2025Q3: 119,860 shares; 2025Q4: 122,530 shares; 2026Q1: 125,386 shares 125,386 $21.9M 8% +2,856 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 loaded; 2024Q4: 185,221 shares; 2025Q1: 244,268 shares; 2025Q2: 321,411 shares; 2025Q3: 311,036 shares; 2025Q4: 302,951 shares; 2026Q1: 278,150 shares 278,150 $15.4M 5.65% -24,801 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,629 shares; 2025Q4: 240,530 shares; 2026Q1: 278,178 shares 278,178 $13.7M 5.02% +37,648 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: not loaded; 2024Q4: 38,079 shares; 2025Q1: 40,562 shares; 2025Q2: 38,513 shares; 2025Q3: 42,508 shares; 2025Q4: 43,063 shares; 2026Q1: 43,722 shares 43,722 $9.11M 3.33% +659 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: not loaded; 2024Q4: 21,605 shares; 2025Q1: 22,497 shares; 2025Q2: 22,315 shares; 2025Q3: 25,890 shares; 2025Q4: 24,421 shares; 2026Q1: 23,198 shares 23,198 $8.59M 3.14% -1,223 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: not loaded; 2024Q4: 11,292 shares; 2025Q1: 12,514 shares; 2025Q2: 11,811 shares; 2025Q3: 13,593 shares; 2025Q4: 12,826 shares; 2026Q1: 13,192 shares 13,192 $7.55M 2.76% +366 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,264 shares; 2025Q4: 24,612 shares; 2026Q1: 144,807 shares 144,807 $7.2M 2.63% +120,195 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: not loaded; 2024Q4: 22,692 shares; 2025Q1: 24,123 shares; 2025Q2: 22,565 shares; 2025Q3: 23,497 shares; 2025Q4: 23,758 shares; 2026Q1: 24,135 shares 24,135 $6.92M 2.53% +377 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: not loaded; 2024Q4: 3,052 shares; 2025Q1: 3,347 shares; 2025Q2: 3,449 shares; 2025Q3: 3,927 shares; 2025Q4: 42,176 shares; 2026Q1: 49,040 shares 49,040 $4.72M 1.72% +6,864 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: not loaded; 2024Q4: 8,400 shares; 2025Q1: 8,057 shares; 2025Q2: 7,971 shares; 2025Q3: 7,569 shares; 2025Q4: 7,468 shares; 2026Q1: 7,464 shares 7,464 $4.46M 1.63% -4 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: not loaded; 2024Q4: 5,537 shares; 2025Q1: 6,117 shares; 2025Q2: 6,407 shares; 2025Q3: 7,832 shares; 2025Q4: 7,663 shares; 2026Q1: 7,557 shares 7,557 $3.78M 1.38% -106 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: not loaded; 2024Q4: 22,258 shares; 2025Q1: 23,173 shares; 2025Q2: 22,146 shares; 2025Q3: 21,790 shares; 2025Q4: 21,287 shares; 2026Q1: 21,376 shares 21,376 $3.63M 1.33% +89 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,958 shares; 2025Q1: 2,264 shares; 2025Q2: 3,124 shares; 2025Q3: 3,951 shares; 2025Q4: 3,861 shares; 2026Q1: 3,888 shares 3,888 $3.58M 1.31% +27 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: not loaded; 2024Q4: 448 shares; 2025Q1: 2,423 shares; 2025Q2: 7,068 shares; 2025Q3: 14,447 shares; 2025Q4: 14,410 shares; 2026Q1: 18,274 shares 18,274 $2.67M 0.98% +3,864 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: not loaded; 2024Q4: 1,808 shares; 2025Q1: 1,651 shares; 2025Q2: 2,279 shares; 2025Q3: 2,850 shares; 2025Q4: 2,832 shares; 2026Q1: 2,289 shares 2,289 $2.28M 0.83% -543 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: not loaded; 2024Q4: 4,638 shares; 2025Q1: 5,761 shares; 2025Q2: 6,311 shares; 2025Q3: 7,992 shares; 2025Q4: 8,024 shares; 2026Q1: 8,008 shares 8,008 $2.27M 0.83% -16 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 loaded; 2024Q4: 13,588 shares; 2025Q1: 14,104 shares; 2025Q2: 13,760 shares; 2025Q3: 13,583 shares; 2025Q4: 13,562 shares; 2026Q1: 13,664 shares 13,664 $2.25M 0.82% +102 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: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,618 shares; 2025Q2: 5,009 shares; 2025Q3: 4,801 shares; 2025Q4: 4,926 shares; 2026Q1: 7,175 shares 7,175 $2.22M 0.81% +2,249 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,141 shares; 2025Q1: 24,538 shares; 2025Q2: 23,898 shares; 2025Q3: 25,747 shares; 2025Q4: 25,965 shares; 2026Q1: 27,234 shares 27,234 $2.17M 0.79% +1,269 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: not loaded; 2024Q4: 8,101 shares; 2025Q1: 8,765 shares; 2025Q2: 15,461 shares; 2025Q3: 10,766 shares; 2025Q4: 17,974 shares; 2026Q1: 17,417 shares 17,417 $2.16M 0.79% -557 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,172 shares; 2025Q1: 42,818 shares; 2025Q2: 43,089 shares; 2025Q3: 43,574 shares; 2025Q4: 43,713 shares; 2026Q1: 43,213 shares 43,213 $2.11M 0.77% -500 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: not loaded; 2024Q4: 9,034 shares; 2025Q1: 9,504 shares; 2025Q2: 9,277 shares; 2025Q3: 9,478 shares; 2025Q4: 9,364 shares; 2026Q1: 9,361 shares 9,361 $2.04M 0.74% -3 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: not loaded; 2024Q4: 3,229 shares; 2025Q1: 2,971 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares; 2025Q4: 2,971 shares; 2026Q1: 3,093 shares 3,093 $2.01M 0.74% +122 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,035 shares; 2025Q1: 3,172 shares; 2025Q2: 3,254 shares; 2025Q3: 4,823 shares; 2025Q4: 5,282 shares; 2026Q1: 6,645 shares 6,645 $1.91M 0.7% +1,363 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 loaded; 2024Q4: 5,547 shares; 2025Q1: 4,925 shares; 2025Q2: 4,949 shares; 2025Q3: 5,174 shares; 2025Q4: 5,959 shares; 2026Q1: 8,527 shares 8,527 $1.73M 0.63% +2,568 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: not loaded; 2024Q4: 2,758 shares; 2025Q1: 3,313 shares; 2025Q2: 3,882 shares; 2025Q3: 4,035 shares; 2025Q4: 4,091 shares; 2026Q1: 4,417 shares 4,417 $1.64M 0.6% +326 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,502 shares; 2025Q1: 6,289 shares; 2025Q2: 6,196 shares; 2025Q3: 6,196 shares; 2025Q4: 12,392 shares; 2026Q1: 12,018 shares 12,018 $1.6M 0.58% -374 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 loaded; 2024Q4: 2,421 shares; 2025Q1: 2,966 shares; 2025Q2: 3,314 shares; 2025Q3: 3,559 shares; 2025Q4: 3,554 shares; 2026Q1: 4,061 shares 4,061 $1.59M 0.58% +507 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: not loaded; 2024Q4: 4,298 shares; 2025Q1: 4,616 shares; 2025Q2: 4,589 shares; 2025Q3: 4,952 shares; 2025Q4: 5,203 shares; 2026Q1: 5,336 shares 5,336 $1.57M 0.57% +133 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: not loaded; 2024Q4: 7,143 shares; 2025Q1: 7,447 shares; 2025Q2: 10,658 shares; 2025Q3: 12,969 shares; 2025Q4: 12,571 shares; 2026Q1: 8,017 shares 8,017 $1.56M 0.57% -4,554 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: not loaded; 2024Q4: 5,154 shares; 2025Q1: 5,196 shares; 2025Q2: 5,553 shares; 2025Q3: 6,200 shares; 2025Q4: 5,743 shares; 2026Q1: 5,632 shares 5,632 $1.52M 0.56% -111 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: not loaded; 2024Q4: 9,444 shares; 2025Q1: 9,661 shares; 2025Q2: 9,525 shares; 2025Q3: 9,642 shares; 2025Q4: 10,070 shares; 2026Q1: 9,495 shares 9,495 $1.52M 0.55% -575 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: not loaded; 2024Q4: 309 shares; 2025Q1: 325 shares; 2025Q2: 314 shares; 2025Q3: 492 shares; 2025Q4: 493 shares; 2026Q1: 358 shares 358 $1.51M 0.55% -135 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 loaded; 2024Q4: 112,204 shares; 2025Q1: 101,283 shares; 2025Q2: 74,912 shares; 2025Q3: 63,454 shares; 2025Q4: 49,917 shares; 2026Q1: 26,379 shares 26,379 $1.5M 0.55% -23,538 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: not loaded; 2024Q4: 4,248 shares; 2025Q1: 4,445 shares; 2025Q2: 4,323 shares; 2025Q3: 4,347 shares; 2025Q4: 4,204 shares; 2026Q1: 4,060 shares 4,060 $1.45M 0.53% -144 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: not loaded; 2024Q4: 4,950 shares; 2025Q1: 7,051 shares; 2025Q2: 9,239 shares; 2025Q3: 10,292 shares; 2025Q4: 8,032 shares; 2026Q1: 9,808 shares 9,808 $1.44M 0.53% +1,776 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,660 shares; 2025Q1: 16,194 shares; 2025Q2: 16,972 shares; 2025Q3: 15,599 shares; 2025Q4: 15,695 shares; 2026Q1: 15,369 shares 15,369 $1.43M 0.52% -326 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,376 shares; 2025Q1: 1,369 shares; 2025Q2: 1,374 shares; 2025Q3: 1,524 shares; 2025Q4: 1,812 shares; 2026Q1: 3,291 shares 3,291 $1.42M 0.52% +1,479 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 loaded; 2024Q4: 727 shares; 2025Q1: 761 shares; 2025Q2: 737 shares; 2025Q3: 991 shares; 2025Q4: 976 shares; 2026Q1: 1,069 shares 1,069 $1.41M 0.52% +93 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: not loaded; 2024Q4: 15,109 shares; 2025Q1: 14,144 shares; 2025Q2: 13,258 shares; 2025Q3: 11,779 shares; 2025Q4: 10,708 shares; 2026Q1: 10,181 shares 10,181 $1.34M 0.49% -527 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,278 shares; 2025Q1: 92,955 shares; 2025Q2: 124,431 shares; 2025Q3: 124,901 shares; 2025Q4: 98,069 shares; 2026Q1: 77,383 shares 77,383 $1.33M 0.49% -20,686 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,363 shares; 2025Q1: 4,319 shares; 2025Q2: 4,302 shares; 2025Q3: 4,309 shares; 2025Q4: 4,136 shares; 2026Q1: 4,136 shares 4,136 $1.32M 0.48% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,601 shares; 2025Q1: 2,657 shares; 2025Q2: 2,663 shares; 2025Q3: 7,106 shares; 2025Q4: 4,103 shares; 2026Q1: 5,262 shares 5,262 $1.28M 0.47% +1,159 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: not loaded; 2024Q4: 4,679 shares; 2025Q1: 5,001 shares; 2025Q2: 4,504 shares; 2025Q3: 4,560 shares; 2025Q4: 4,228 shares; 2026Q1: 4,047 shares 4,047 $1.26M 0.46% -181 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: not loaded; 2024Q4: 3,030 shares; 2025Q1: 3,163 shares; 2025Q2: 3,055 shares; 2025Q3: 3,021 shares; 2025Q4: 2,477 shares; 2026Q1: 2,473 shares 2,473 $1.23M 0.45% -4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,360 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 24,768 shares; 2025Q4: 24,895 shares; 2026Q1: 26,635 shares 26,635 $1.18M 0.43% +1,740 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: not loaded; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,637 shares; 2026Q1: 2,681 shares 2,681 $1.14M 0.42% +44 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: not loaded; 2024Q4: 4,640 shares; 2025Q1: 4,762 shares; 2025Q2: 4,660 shares; 2025Q3: 4,762 shares; 2025Q4: 4,758 shares; 2026Q1: 3,635 shares 3,635 $1.1M 0.4% -1,123 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: not loaded; 2024Q4: 4,243 shares; 2025Q1: 4,297 shares; 2025Q2: 3,753 shares; 2025Q3: 3,728 shares; 2025Q4: 3,660 shares; 2026Q1: 3,653 shares 3,653 $1.05M 0.38% -7 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: not loaded; 2024Q4: 596 shares; 2025Q1: 623 shares; 2025Q2: 687 shares; 2025Q3: 2,104 shares; 2025Q4: 2,127 shares; 2026Q1: 2,158 shares 2,158 $1.03M 0.38% +31 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: not loaded; 2024Q4: 3,502 shares; 2025Q1: 2,792 shares; 2025Q2: 2,862 shares; 2025Q3: 3,502 shares; 2025Q4: 3,375 shares; 2026Q1: 3,406 shares 3,406 $1.03M 0.38% +31 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,577 shares; 2025Q1: 1,641 shares; 2025Q2: 1,581 shares; 2025Q3: 1,370 shares; 2025Q4: 1,378 shares; 2026Q1: 2,225 shares 2,225 $1.03M 0.38% +847 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 loaded; 2024Q4: 887 shares; 2025Q1: 2,094 shares; 2025Q2: 2,472 shares; 2025Q3: 2,611 shares; 2025Q4: 2,584 shares; 2026Q1: 2,828 shares 2,828 $956K 0.35% +244 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: not loaded; 2024Q4: 2,820 shares; 2025Q1: 2,907 shares; 2025Q2: 2,904 shares; 2025Q3: 3,718 shares; 2025Q4: 3,780 shares; 2026Q1: 3,817 shares 3,817 $933K 0.34% +37 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: not loaded; 2024Q4: 672 shares; 2025Q1: 1,033 shares; 2025Q2: 2,727 shares; 2025Q3: 3,929 shares; 2025Q4: 3,903 shares; 2026Q1: 4,012 shares 4,012 $925K 0.34% +109 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,822 shares; 2025Q1: 1,843 shares; 2025Q2: 1,821 shares; 2025Q3: 1,798 shares; 2025Q4: 1,626 shares; 2026Q1: 1,622 shares 1,622 $914K 0.33% -4 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: not loaded; 2024Q4: 5,320 shares; 2025Q1: 5,344 shares; 2025Q2: 5,353 shares; 2025Q3: 5,510 shares; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares 5,465 $904K 0.33% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,321 shares; 2025Q1: 5,617 shares; 2025Q2: 5,377 shares; 2025Q3: 5,415 shares; 2025Q4: 5,087 shares; 2026Q1: 4,462 shares 4,462 $885K 0.32% -625 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: not loaded; 2024Q4: 2,586 shares; 2025Q1: 2,722 shares; 2025Q2: 2,728 shares; 2025Q3: 2,756 shares; 2025Q4: 2,732 shares; 2026Q1: 2,682 shares 2,682 $882K 0.32% -50 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: not loaded; 2024Q4: 135 shares; 2025Q1: 147 shares; 2025Q2: 879 shares; 2025Q3: 3,418 shares; 2025Q4: 4,580 shares; 2026Q1: 4,425 shares 4,425 $881K 0.32% -155 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: not loaded; 2024Q4: 3,583 shares; 2025Q1: 3,627 shares; 2025Q2: 3,715 shares; 2025Q3: 4,325 shares; 2025Q4: 4,356 shares; 2026Q1: 4,406 shares 4,406 $850K 0.31% +50 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: not loaded; 2024Q4: 19,258 shares; 2025Q1: 19,974 shares; 2025Q2: 18,078 shares; 2025Q3: 14,883 shares; 2025Q4: 13,296 shares; 2026Q1: 13,141 shares 13,141 $797K 0.29% -155 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,634 shares 1,634 $757K 0.28% +126 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: not loaded; 2024Q4: 12,847 shares; 2025Q1: 13,542 shares; 2025Q2: 13,069 shares; 2025Q3: 13,081 shares; 2025Q4: 12,673 shares; 2026Q1: 12,061 shares 12,061 $757K 0.28% -612 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 loaded; 2024Q4: 2,885 shares; 2025Q1: 3,013 shares; 2025Q2: 2,809 shares; 2025Q3: 2,684 shares; 2025Q4: 2,499 shares; 2026Q1: 2,482 shares 2,482 $755K 0.28% -17 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 loaded; 2024Q4: 2,523 shares; 2025Q1: 2,619 shares; 2025Q2: 2,549 shares; 2025Q3: 2,550 shares; 2025Q4: 2,372 shares; 2026Q1: 2,290 shares 2,290 $753K 0.28% -82 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,283 shares; 2025Q3: 36,092 shares; 2025Q4: 36,107 shares; 2026Q1: 19,039 shares 19,039 $745K 0.27% -17,068 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,821 shares; 2026Q1: 1,876 shares 1,876 $735K 0.27% +55 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: not loaded; 2024Q4: 5,355 shares; 2025Q1: 5,343 shares; 2025Q2: 5,372 shares; 2025Q3: 5,429 shares; 2025Q4: 4,508 shares; 2026Q1: 5,083 shares 5,083 $734K 0.27% +575 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: not loaded; 2024Q4: 913 shares; 2025Q1: 921 shares; 2025Q2: 957 shares; 2025Q3: 1,023 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $732K 0.27% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 1,084 shares; 2025Q2: 1,135 shares; 2025Q3: 1,832 shares; 2025Q4: 2,047 shares; 2026Q1: 2,126 shares 2,126 $718K 0.26% +79 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: not loaded; 2024Q4: 6,197 shares; 2025Q1: 6,073 shares; 2025Q2: 4,732 shares; 2025Q3: 4,347 shares; 2025Q4: 4,205 shares; 2026Q1: 4,118 shares 4,118 $639K 0.23% -87 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: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,774 shares; 2025Q2: 1,712 shares; 2025Q3: 1,723 shares; 2025Q4: 1,544 shares; 2026Q1: 1,501 shares 1,501 $638K 0.23% -43 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 loaded; 2024Q4: 7,429 shares; 2025Q1: 8,163 shares; 2025Q2: 8,069 shares; 2025Q3: 7,477 shares; 2025Q4: 7,190 shares; 2026Q1: 6,488 shares 6,488 $626K 0.23% -702 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 loaded; 2024Q4: 2,090 shares; 2025Q1: 2,240 shares; 2025Q2: 2,090 shares; 2025Q3: 2,790 shares; 2025Q4: 2,905 shares; 2026Q1: 2,925 shares 2,925 $625K 0.23% +20 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: not loaded; 2024Q4: 547 shares; 2025Q1: 568 shares; 2025Q2: 841 shares; 2025Q3: 707 shares; 2025Q4: 12,323 shares; 2026Q1: 11,665 shares 11,665 $616K 0.23% -658 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,271 shares; 2025Q1: 1,269 shares; 2025Q2: 1,202 shares; 2025Q3: 1,193 shares; 2025Q4: 1,057 shares; 2026Q1: 1,033 shares 1,033 $608K 0.22% -24 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 5,425 shares; 2025Q4: 6,678 shares; 2026Q1: 8,907 shares 8,907 $607K 0.22% +2,229 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 loaded; 2024Q4: 2,012 shares; 2025Q1: 2,048 shares; 2025Q2: 2,308 shares; 2025Q3: 2,368 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares 2,012 $594K 0.22% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,449 shares; 2025Q1: 3,543 shares; 2025Q2: 3,067 shares; 2025Q3: 3,136 shares; 2025Q4: 2,862 shares; 2026Q1: 2,863 shares 2,863 $564K 0.21% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,115 shares; 2025Q1: 8,882 shares; 2025Q2: 8,752 shares; 2025Q3: 8,186 shares; 2025Q4: 7,826 shares; 2026Q1: 7,753 shares 7,753 $562K 0.21% -73 Timeline AVRY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,408 shares 25,408 $543K 0.2% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,181 shares; 2025Q1: 10,125 shares; 2025Q2: 9,925 shares; 2025Q3: 9,982 shares; 2025Q4: 9,274 shares; 2026Q1: 10,829 shares 10,829 $537K 0.2% +1,555 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 loaded; 2024Q4: 574 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 820 shares 820 $536K 0.2% +238 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: not loaded; 2024Q4: 4,441 shares; 2025Q1: 5,376 shares; 2025Q2: 6,916 shares; 2025Q3: 3,341 shares; 2025Q4: 2,910 shares; 2026Q1: 2,862 shares 2,862 $534K 0.2% -48 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 loaded; 2024Q4: 2,950 shares; 2025Q1: 2,971 shares; 2025Q2: 2,934 shares; 2025Q3: 2,908 shares; 2025Q4: 2,684 shares; 2026Q1: 2,521 shares 2,521 $529K 0.19% -163 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: not loaded; 2024Q4: 4,531 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 5,464 shares; 2026Q1: 5,440 shares 5,440 $528K 0.19% -24 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 loaded; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 486 shares; 2025Q3: 492 shares; 2025Q4: 500 shares; 2026Q1: 597 shares 597 $521K 0.19% +97 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 loaded; 2024Q4: 3,159 shares; 2025Q1: 2,925 shares; 2025Q2: 2,800 shares; 2025Q3: 2,698 shares; 2025Q4: 2,322 shares; 2026Q1: 2,283 shares 2,283 $516K 0.19% -39 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,662 shares; 2025Q1: 3,840 shares; 2025Q2: 3,652 shares; 2025Q3: 3,677 shares; 2025Q4: 3,308 shares; 2026Q1: 3,047 shares 3,047 $495K 0.18% -261 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,449 shares; 2025Q1: 11,242 shares; 2025Q2: 10,531 shares; 2025Q3: 9,907 shares; 2025Q4: 9,502 shares; 2026Q1: 9,502 shares 9,502 $494K 0.18% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,738 shares; 2025Q1: 2,914 shares; 2025Q2: 2,794 shares; 2025Q3: 2,655 shares; 2025Q4: 2,352 shares; 2026Q1: 2,233 shares 2,233 $484K 0.18% -119 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 423 shares; 2025Q1: 436 shares; 2025Q2: 438 shares; 2025Q3: 718 shares; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $482K 0.18% 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: not loaded; 2024Q4: 520 shares; 2025Q1: 1,622 shares; 2025Q2: 2,239 shares; 2025Q3: 2,012 shares; 2025Q4: 2,121 shares; 2026Q1: 1,704 shares 1,704 $476K 0.17% -417 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: not loaded; 2024Q4: 1,934 shares; 2025Q1: 2,213 shares; 2025Q2: 2,037 shares; 2025Q3: 2,218 shares; 2025Q4: 2,014 shares; 2026Q1: 1,989 shares 1,989 $470K 0.17% -25 Timeline FTHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares; 2026Q1: 20,439 shares 20,439 $469K 0.17% +18,297 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,473 shares 3,473 $466K 0.17% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,384 shares; 2025Q1: 2,422 shares; 2025Q2: 2,359 shares; 2025Q3: 2,142 shares; 2025Q4: 2,123 shares; 2026Q1: 2,243 shares 2,243 $464K 0.17% +120 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 loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 3,423 shares; 2026Q1: 2,529 shares 2,529 $461K 0.17% -894 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,525 shares; 2025Q1: 2,532 shares; 2025Q2: 2,407 shares; 2025Q3: 2,174 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares 2,179 $453K 0.17% 0 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: not loaded; 2024Q4: 4,071 shares; 2025Q1: 4,063 shares; 2025Q2: 4,485 shares; 2025Q3: 4,417 shares; 2025Q4: 4,037 shares; 2026Q1: 3,747 shares 3,747 $451K 0.16% -290 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 749 shares; 2025Q2: 743 shares; 2025Q3: 829 shares; 2025Q4: 4,290 shares; 2026Q1: 4,268 shares 4,268 $446K 0.16% -22 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: not loaded; 2024Q4: 1,774 shares; 2025Q1: 1,790 shares; 2025Q2: 1,953 shares; 2025Q3: 3,226 shares; 2025Q4: 2,619 shares; 2026Q1: 2,764 shares 2,764 $443K 0.16% +145 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: not loaded; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 2,417 shares; 2025Q3: 2,476 shares; 2025Q4: 2,896 shares; 2026Q1: 3,317 shares 3,317 $419K 0.15% +421 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: not loaded; 2024Q4: 12,095 shares; 2025Q1: 12,195 shares; 2025Q2: 12,241 shares; 2025Q3: 14,579 shares; 2025Q4: 15,360 shares; 2026Q1: 14,909 shares 14,909 $419K 0.15% -451 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: not loaded; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,262 shares; 2025Q3: 3,379 shares; 2025Q4: 3,471 shares; 2026Q1: 3,503 shares 3,503 $416K 0.15% +32 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 751 shares; 2025Q1: 793 shares; 2025Q2: 776 shares; 2025Q3: 801 shares; 2025Q4: 803 shares; 2026Q1: 1,475 shares 1,475 $410K 0.15% +672 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: not loaded; 2024Q4: 1,173 shares; 2025Q1: 1,194 shares; 2025Q2: 1,198 shares; 2025Q3: 1,208 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares 1,189 $408K 0.15% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,133 shares; 2025Q1: 5,133 shares; 2025Q2: 4,707 shares; 2025Q3: 4,669 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares 4,674 $405K 0.15% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 517 shares; 2026Q1: 420 shares 420 $404K 0.15% -97 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,806 shares; 2025Q1: 9,547 shares; 2025Q2: 9,224 shares; 2025Q3: 8,497 shares; 2025Q4: 7,507 shares; 2026Q1: 6,970 shares 6,970 $402K 0.15% -537 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,593 shares; 2026Q1: 12,809 shares 12,809 $397K 0.15% -1,784 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,020 shares; 2025Q3: 1,067 shares; 2025Q4: 990 shares; 2026Q1: 906 shares 906 $392K 0.14% -84 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,698 shares; 2025Q3: 2,293 shares; 2025Q4: 1,956 shares; 2026Q1: 1,945 shares 1,945 $380K 0.14% -11 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: not loaded; 2024Q4: 2,579 shares; 2025Q1: 2,579 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $373K 0.14% 0 Timeline TFI 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 loaded; 2024Q4: 18,746 shares; 2025Q1: 14,741 shares; 2025Q2: 14,741 shares; 2025Q3: 13,476 shares; 2025Q4: 11,715 shares; 2026Q1: 8,065 shares 8,065 $366K 0.13% -3,650 Timeline GPIX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,284 shares; 2025Q4: 7,284 shares; 2026Q1: 7,284 shares 7,284 $364K 0.13% 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 loaded; 2024Q4: 4,667 shares; 2025Q1: 6,995 shares; 2025Q2: 4,691 shares; 2025Q3: 4,846 shares; 2025Q4: 5,154 shares; 2026Q1: 4,978 shares 4,978 $358K 0.13% -176 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 2,944 shares; 2025Q4: 3,678 shares; 2026Q1: 4,527 shares 4,527 $351K 0.13% +849 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 loaded; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,363 shares; 2025Q4: 4,317 shares; 2026Q1: 4,317 shares 4,317 $343K 0.13% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 1,123 shares; 2025Q4: 1,190 shares; 2026Q1: 1,828 shares 1,828 $335K 0.12% +638 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 3,426 shares; 2025Q4: 3,426 shares; 2026Q1: 3,426 shares 3,426 $331K 0.12% 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: not loaded; 2024Q4: 3,687 shares; 2025Q1: 3,657 shares; 2025Q2: 3,661 shares; 2025Q3: 2,543 shares; 2025Q4: 5,090 shares; 2026Q1: 5,280 shares 5,280 $323K 0.12% +190 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: not loaded; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,652 shares 1,652 $317K 0.12% +546 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,802 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: 8,802 shares; 2025Q4: 8,802 shares; 2026Q1: 8,802 shares 8,802 $306K 0.11% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,556 shares; 2025Q1: 5,682 shares; 2025Q2: 5,298 shares; 2025Q3: 4,309 shares; 2025Q4: 3,727 shares; 2026Q1: 3,724 shares 3,724 $298K 0.11% -3 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,336 shares; 2025Q1: 11,336 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares; 2025Q4: 11,236 shares; 2026Q1: 11,236 shares 11,236 $297K 0.11% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,726 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 3,766 shares 3,766 $292K 0.11% 0 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: not loaded; 2024Q4: 529 shares; 2025Q1: 376 shares; 2025Q2: 222 shares; 2025Q3: 242 shares; 2025Q4: 205 shares; 2026Q1: 506 shares 506 $292K 0.11% +301 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: not loaded; 2024Q4: 879 shares; 2025Q1: 853 shares; 2025Q2: 637 shares; 2025Q3: 590 shares; 2025Q4: 588 shares; 2026Q1: 590 shares 590 $290K 0.11% +2 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: not loaded; 2024Q4: 2,663 shares; 2025Q1: 2,770 shares; 2025Q2: 2,776 shares; 2025Q3: 2,811 shares; 2025Q4: 2,847 shares; 2026Q1: 2,818 shares 2,818 $289K 0.11% -29 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 loaded; 2024Q4: 372 shares; 2025Q1: 2,672 shares; 2025Q2: 2,595 shares; 2025Q3: 2,285 shares; 2025Q4: 1,710 shares; 2026Q1: 1,597 shares 1,597 $288K 0.11% -113 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: not loaded; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,641 shares; 2025Q4: 2,641 shares; 2026Q1: 2,548 shares 2,548 $270K 0.1% -93 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: not loaded; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 975 shares; 2025Q3: 1,337 shares; 2025Q4: 1,349 shares; 2026Q1: 1,341 shares 1,341 $266K 0.1% -8 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,531 shares; 2026Q1: 1,181 shares 1,181 $259K 0.09% -350 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: not loaded; 2024Q4: 559 shares; 2025Q1: 558 shares; 2025Q2: 1,219 shares; 2025Q3: 1,214 shares; 2025Q4: 560 shares; 2026Q1: 1,720 shares 1,720 $259K 0.09% +1,160 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: not loaded; 2024Q4: 7,264 shares; 2025Q1: 7,264 shares; 2025Q2: 7,394 shares; 2025Q3: 7,434 shares; 2025Q4: 6,656 shares; 2026Q1: 6,656 shares 6,656 $252K 0.09% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares 2,302 $246K 0.09% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 128 shares; 2025Q2: 161 shares; 2025Q3: 438 shares; 2025Q4: 391 shares; 2026Q1: 399 shares 399 $241K 0.09% +8 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,665 shares; 2025Q4: 20,665 shares; 2026Q1: 20,665 shares 20,665 $233K 0.09% 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: not loaded; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares 3,252 $232K 0.08% 0 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: not loaded; 2024Q4: 873 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,065 shares; 2026Q1: 2,036 shares 2,036 $230K 0.08% +971 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: not loaded; 2024Q4: 429 shares; 2025Q1: 456 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 697 shares 697 $224K 0.08% -2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 620 shares; 2025Q2: 428 shares; 2025Q3: 354 shares; 2025Q4: 298 shares; 2026Q1: 289 shares 289 $223K 0.08% -9 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 loaded; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 235 shares; 2026Q1: 245 shares 245 $219K 0.08% +10 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $219K 0.08% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,273 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares 2,334 $219K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 1,123 shares; 2025Q3: 1,173 shares; 2025Q4: 2,629 shares; 2026Q1: 3,127 shares 3,127 $217K 0.08% +498 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: not loaded; 2024Q4: 2,469 shares; 2025Q1: 1,706 shares; 2025Q2: 1,693 shares; 2025Q3: 1,756 shares; 2025Q4: 1,420 shares; 2026Q1: 1,241 shares 1,241 $214K 0.08% -179 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,981 shares 1,981 $206K 0.08% +771 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: not loaded; 2024Q4: 4,467 shares; 2025Q1: 4,467 shares; 2025Q2: 4,467 shares; 2025Q3: 3,086 shares; 2025Q4: 2,792 shares; 2026Q1: 2,792 shares 2,792 $203K 0.07% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 533 shares 533 $202K 0.07% +255 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 loaded; 2024Q4: 1,154 shares; 2025Q1: 1,428 shares; 2025Q2: 293 shares; 2025Q3: 1,168 shares; 2025Q4: 1,161 shares; 2026Q1: 1,300 shares 1,300 $197K 0.07% +139 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: not loaded; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares 4,415 $193K 0.07% 0 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: not loaded; 2024Q4: 454 shares; 2025Q1: 477 shares; 2025Q2: 475 shares; 2025Q3: 487 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $192K 0.07% 0 Timeline MSTR 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 loaded; 2024Q4: 1,345 shares; 2025Q1: 1,425 shares; 2025Q2: 1,475 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,524 shares 1,524 $190K 0.07% +50 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: not loaded; 2024Q4: 733 shares; 2025Q1: 737 shares; 2025Q2: 2,263 shares; 2025Q3: 950 shares; 2025Q4: 796 shares; 2026Q1: 780 shares 780 $190K 0.07% -16 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: not loaded; 2024Q4: 61 shares; 2025Q1: 137 shares; 2025Q2: 139 shares; 2025Q3: 186 shares; 2025Q4: 190 shares; 2026Q1: 213 shares 213 $180K 0.07% +23 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 1,740 shares; 2025Q3: 1,781 shares; 2025Q4: 1,786 shares; 2026Q1: 1,950 shares 1,950 $180K 0.07% +164 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 loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 520 shares; 2025Q3: 1,069 shares; 2025Q4: 650 shares; 2026Q1: 649 shares 649 $179K 0.07% -1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,578 shares; 2025Q3: 1,596 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397 $175K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,684 shares; 2025Q1: 1,932 shares; 2025Q2: 2,324 shares; 2025Q3: 1,678 shares; 2025Q4: 1,857 shares; 2026Q1: 1,781 shares 1,781 $172K 0.06% -76 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: not loaded; 2024Q4: 7,631 shares; 2025Q1: 7,823 shares; 2025Q2: 8,334 shares; 2025Q3: 5,960 shares; 2025Q4: 5,878 shares; 2026Q1: 5,878 shares 5,878 $170K 0.06% 0 Timeline GPIQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,930 shares; 2026Q1: 3,404 shares 3,404 $168K 0.06% +474 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 201 shares; 2025Q2: 180 shares; 2025Q3: 330 shares; 2025Q4: 321 shares; 2026Q1: 400 shares 400 $167K 0.06% +79 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 loaded; 2024Q4: 760 shares; 2025Q1: 776 shares; 2025Q2: 806 shares; 2025Q3: 838 shares; 2025Q4: 927 shares; 2026Q1: 1,356 shares 1,356 $166K 0.06% +429 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 114 shares; 2025Q4: 60 shares; 2026Q1: 661 shares 661 $166K 0.06% +601 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: not loaded; 2024Q4: 1,154 shares; 2025Q1: 1,174 shares; 2025Q2: 1,246 shares; 2025Q3: 1,773 shares; 2025Q4: 1,916 shares; 2026Q1: 2,119 shares 2,119 $164K 0.06% +203 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $156K 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $155K 0.06% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $155K 0.06% 0 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $154K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,416 shares; 2025Q4: 2,304 shares; 2026Q1: 2,283 shares 2,283 $151K 0.06% -21 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 loaded; 2024Q4: 1,576 shares; 2025Q1: 1,584 shares; 2025Q2: 2,957 shares; 2025Q3: 962 shares; 2025Q4: 1,289 shares; 2026Q1: 1,339 shares 1,339 $150K 0.05% +50 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,981 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $149K 0.05% 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 loaded; 2024Q4: 231 shares; 2025Q1: 2,194 shares; 2025Q2: 3,354 shares; 2025Q3: 785 shares; 2025Q4: 782 shares; 2026Q1: 782 shares 782 $148K 0.05% 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 loaded; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 1,168 shares; 2025Q4: 1,169 shares; 2026Q1: 748 shares 748 $148K 0.05% -421 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $146K 0.05% 0 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: not loaded; 2024Q4: 579 shares; 2025Q1: 613 shares; 2025Q2: 674 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 961 shares 961 $145K 0.05% +97 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: not loaded; 2024Q4: 2,188 shares; 2025Q1: 1,818 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 990 shares 990 $144K 0.05% -198 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: not loaded; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 827 shares; 2025Q3: 4,432 shares; 2025Q4: 4,132 shares; 2026Q1: 5,242 shares 5,242 $144K 0.05% +1,110 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares 4,876 $143K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 789 shares 789 $143K 0.05% +333 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: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,453 shares; 2025Q3: 1,479 shares; 2025Q4: 1,449 shares; 2026Q1: 1,443 shares 1,443 $143K 0.05% -6 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 7,146 shares 7,146 $141K 0.05% +7,136 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: not loaded; 2024Q4: 1,933 shares; 2025Q1: 2,001 shares; 2025Q2: 2,059 shares; 2025Q3: 1,617 shares; 2025Q4: 1,640 shares; 2026Q1: 1,856 shares 1,856 $141K 0.05% +216 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $141K 0.05% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 63 shares; 2025Q3: 73 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $138K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,383 shares; 2025Q1: 1,992 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 2,236 shares; 2026Q1: 1,647 shares 1,647 $136K 0.05% -589 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 2,959 shares; 2026Q1: 2,782 shares 2,782 $134K 0.05% -177 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 123 shares; 2026Q1: 633 shares 633 $134K 0.05% +510 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 loaded; 2024Q4: 1,961 shares; 2025Q1: 1,975 shares; 2025Q2: 1,735 shares; 2025Q3: 1,058 shares; 2025Q4: 968 shares; 2026Q1: 1,018 shares 1,018 $133K 0.05% +50 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,773 shares; 2025Q1: 10,773 shares; 2025Q2: 10,250 shares; 2025Q3: 10,012 shares; 2025Q4: 10,032 shares; 2026Q1: 4,639 shares 4,639 $133K 0.05% -5,393 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: not loaded; 2024Q4: 4,835 shares; 2025Q1: 4,860 shares; 2025Q2: 4,888 shares; 2025Q3: 6,697 shares; 2025Q4: 6,964 shares; 2026Q1: 6,819 shares 6,819 $132K 0.05% -145 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 242 shares; 2025Q2: 447 shares; 2025Q3: 1,073 shares; 2025Q4: 978 shares; 2026Q1: 912 shares 912 $130K 0.05% -66 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 770 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $128K 0.05% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 8,895 shares 8,895 $128K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 110 shares; 2025Q3: 173 shares; 2025Q4: 170 shares; 2026Q1: 372 shares 372 $127K 0.05% +202 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,909 shares 1,909 $124K 0.05% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,531 shares; 2025Q3: 2,521 shares; 2025Q4: 1,813 shares; 2026Q1: 2,487 shares 2,487 $120K 0.04% +674 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: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 127 shares; 2025Q4: 136 shares; 2026Q1: 138 shares 138 $119K 0.04% +2 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares 944 $118K 0.04% new Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,000 shares; 2025Q1: 210,000 shares; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 208,161 shares; 2026Q1: 208,161 shares 208,161 $118K 0.04% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 101 shares 101 $116K 0.04% +22 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,588 shares; 2026Q1: 1,625 shares 1,625 $115K 0.04% +37 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: not loaded; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares; 2026Q1: 472 shares 472 $115K 0.04% +64 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 385 shares; 2026Q1: 460 shares 460 $114K 0.04% +75 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 1,018 shares 1,018 $113K 0.04% +70 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 loaded; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,177 shares; 2025Q3: 1,159 shares; 2025Q4: 1,100 shares; 2026Q1: 1,018 shares 1,018 $112K 0.04% -82 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: not loaded; 2024Q4: 932 shares; 2025Q1: 944 shares; 2025Q2: 948 shares; 2025Q3: 994 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $112K 0.04% 0 Timeline IGIB 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 loaded; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 2,049 shares 2,049 $109K 0.04% +1,727 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 loaded; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 687 shares 687 $108K 0.04% +80 Timeline OCS OCULIS HOLDING AG More: the full row for OCULIS HOLDING AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $106K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $106K 0.04% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 382 shares; 2026Q1: 335 shares 335 $105K 0.04% -47 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: not loaded; 2024Q4: 520 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 360 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $104K 0.04% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,374 shares 4,374 $104K 0.04% new Timeline HEI 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 loaded; 2024Q4: 206 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 378 shares 378 $104K 0.04% +82 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares 3,502 $103K 0.04% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,124 shares; 2025Q1: 4,148 shares; 2025Q2: 3,974 shares; 2025Q3: 3,251 shares; 2025Q4: 3,216 shares; 2026Q1: 3,216 shares 3,216 $103K 0.04% 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 loaded; 2024Q4: 2,430 shares; 2025Q1: 3,986 shares; 2025Q2: 2,220 shares; 2025Q3: 8,982 shares; 2025Q4: 9,922 shares; 2026Q1: 9,425 shares 9,425 $102K 0.04% -497 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 loaded; 2024Q4: 6,365 shares; 2025Q1: 6,355 shares; 2025Q2: 5,912 shares; 2025Q3: 5,736 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $101K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,402 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,370 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $99.9K 0.04% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 200 shares; 2025Q2: 204 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 907 shares 907 $99.4K 0.04% +707 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: not loaded; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,589 shares; 2026Q1: 2,958 shares 2,958 $99.2K 0.04% +369 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 2,124 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $99.1K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $97.7K 0.04% new 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: not loaded; 2024Q4: 1,277 shares; 2025Q1: 877 shares; 2025Q2: 1,092 shares; 2025Q3: 1,431 shares; 2025Q4: 857 shares; 2026Q1: 851 shares 851 $96.5K 0.04% -6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 364 shares; 2025Q4: 368 shares; 2026Q1: 362 shares 362 $96.4K 0.04% -6 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 loaded; 2024Q4: 2,628 shares; 2025Q1: 921 shares; 2025Q2: 8,327 shares; 2025Q3: 8,327 shares; 2025Q4: 8,327 shares; 2026Q1: 8,327 shares 8,327 $96.1K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 520 shares; 2026Q1: 522 shares 522 $95.1K 0.03% +2 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 loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 28 shares 28 $94.6K 0.03% +3 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: not loaded; 2024Q4: 778 shares; 2025Q1: 600 shares; 2025Q2: 665 shares; 2025Q3: 699 shares; 2025Q4: 432 shares; 2026Q1: 477 shares 477 $94.3K 0.03% +45 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 2,095 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares 1,605 $93.7K 0.03% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,586 shares 1,586 $92.3K 0.03% new 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 loaded; 2024Q4: 632 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $91.6K 0.03% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 338 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 325 shares; 2025Q4: 402 shares; 2026Q1: 520 shares 520 $90.8K 0.03% +118 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $90.6K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares 455 $89.2K 0.03% new Timeline AVLV 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 loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 1,104 shares 1,104 $89K 0.03% +531 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 208 shares; 2026Q1: 1,183 shares 1,183 $88.1K 0.03% +975 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 573 shares; 2025Q2: 552 shares; 2025Q3: 610 shares; 2025Q4: 868 shares; 2026Q1: 1,062 shares 1,062 $88K 0.03% +194 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,820 shares; 2025Q4: 1,465 shares; 2026Q1: 955 shares 955 $87.9K 0.03% -510 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: not loaded; 2024Q4: 1,126 shares; 2025Q1: 1,144 shares; 2025Q2: 1,195 shares; 2025Q3: 574 shares; 2025Q4: 525 shares; 2026Q1: 625 shares 625 $87.1K 0.03% +100 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: not loaded; 2024Q4: 670 shares; 2025Q1: 673 shares; 2025Q2: 888 shares; 2025Q3: 666 shares; 2025Q4: 588 shares; 2026Q1: 538 shares 538 $87K 0.03% -50 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $83.8K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,682 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,713 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares 2,709 $83.1K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 890 shares 890 $83.1K 0.03% +880 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 loaded; 2024Q4: 393 shares; 2025Q1: 461 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 689 shares; 2026Q1: 689 shares 689 $81.7K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,126 shares; 2025Q3: 618 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $81.7K 0.03% 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: not loaded; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248 $81.5K 0.03% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $81.2K 0.03% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 278 shares; 2025Q3: 300 shares; 2025Q4: 231 shares; 2026Q1: 191 shares 191 $81.1K 0.03% -40 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 123 shares; 2026Q1: 465 shares 465 $80.7K 0.03% +342 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,194 shares; 2025Q1: 4,504 shares; 2025Q2: 4,244 shares; 2025Q3: 4,244 shares; 2025Q4: 4,244 shares; 2026Q1: 4,466 shares 4,466 $80.5K 0.03% +222 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 7,611 shares; 2026Q1: 7,611 shares 7,611 $77.5K 0.03% 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 loaded; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 1,360 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $77.5K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 1,431 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $77.2K 0.03% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $76.7K 0.03% new Timeline XMMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares 524 $76K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 1,065 shares 1,065 $74.3K 0.03% +913 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 60 shares; 2025Q2: 64 shares; 2025Q3: 56 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $72.8K 0.03% 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: not loaded; 2024Q4: 334 shares; 2025Q1: 380 shares; 2025Q2: 358 shares; 2025Q3: 381 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $72.8K 0.03% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,953 shares; 2025Q1: 1,911 shares; 2025Q2: 1,790 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $72.7K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 17 shares; 2025Q3: 174 shares; 2025Q4: 1,743 shares; 2026Q1: 1,759 shares 1,759 $72.2K 0.03% +16 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 878 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $71.7K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 979 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116 $71.5K 0.03% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 280 shares 280 $71.3K 0.03% +38 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: not loaded; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $70.9K 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $70.1K 0.03% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 852 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $69.1K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 249 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $68.6K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 551 shares; 2025Q2: 1,675 shares; 2025Q3: 3,074 shares; 2025Q4: 2,539 shares; 2026Q1: 1,864 shares 1,864 $68.5K 0.03% -675 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 190 shares 190 $68.2K 0.02% +4 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: not loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $66.3K 0.02% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares 1,277 $66.1K 0.02% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $65.9K 0.02% 0 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,568 shares; 2026Q1: 2,517 shares 2,517 $65K 0.02% +949 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: not loaded; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 499 shares; 2026Q1: 549 shares 549 $64.8K 0.02% +50 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,330 shares; 2025Q1: 1,164 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 888 shares; 2026Q1: 825 shares 825 $64.7K 0.02% -63 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,391 shares; 2025Q1: 4,722 shares; 2025Q2: 3,278 shares; 2025Q3: 2,086 shares; 2025Q4: 1,172 shares; 2026Q1: 1,151 shares 1,151 $64.2K 0.02% -21 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 loaded; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares 1,352 $63.5K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 134 shares 134 $63.4K 0.02% +61 Timeline ROM 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: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $62.7K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131 $61.8K 0.02% 0 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: not loaded; 2024Q4: 374 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares 1,217 $61.6K 0.02% 0 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: not loaded; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,353 shares; 2025Q3: 1,359 shares; 2025Q4: 1,360 shares; 2026Q1: 212 shares 212 $61.6K 0.02% -1,148 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 loaded; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares 664 $61.6K 0.02% 0 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 loaded; 2024Q4: 43 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 248 shares 248 $61.5K 0.02% +222 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 920 shares 920 $61.2K 0.02% +600 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $61.1K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $60.9K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 669 shares; 2025Q2: 690 shares; 2025Q3: 577 shares; 2025Q4: 671 shares; 2026Q1: 672 shares 672 $60.2K 0.02% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,231 shares; 2025Q1: 2,242 shares; 2025Q2: 2,061 shares; 2025Q3: 1,083 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $60.2K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 661 shares 661 $60.1K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 815 shares; 2025Q2: 728 shares; 2025Q3: 764 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $59.7K 0.02% 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 loaded; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 41 shares; 2025Q3: 761 shares; 2025Q4: 1,646 shares; 2026Q1: 1,791 shares 1,791 $58.6K 0.02% +145 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: not loaded; 2024Q4: 1,929 shares; 2025Q1: 537 shares; 2025Q2: 518 shares; 2025Q3: 339 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $58.2K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 265 shares 265 $58K 0.02% +135 Timeline SCHI 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 loaded; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $57.8K 0.02% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 1,011 shares 1,011 $57.2K 0.02% +1,006 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: not loaded; 2024Q4: 575 shares; 2025Q1: 622 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 440 shares; 2026Q1: 415 shares 415 $56.6K 0.02% -25 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 422 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $56.4K 0.02% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $56.2K 0.02% 0 Timeline AVUV 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 loaded; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 306 shares; 2025Q3: 201 shares; 2025Q4: 191 shares; 2026Q1: 509 shares 509 $56.2K 0.02% +318 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 97 shares; 2025Q2: 94 shares; 2025Q3: 99 shares; 2025Q4: 104 shares; 2026Q1: 114 shares 114 $55.3K 0.02% +10 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,189 shares; 2025Q1: 12,189 shares; 2025Q2: 12,189 shares; 2025Q3: 12,189 shares; 2025Q4: 12,189 shares; 2026Q1: 12,189 shares 12,189 $55.2K 0.02% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 15 shares; 2025Q4: 56 shares; 2026Q1: 138 shares 138 $54.9K 0.02% +82 Timeline IGV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 682 shares 682 $54.6K 0.02% +120 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $54.2K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,491 shares; 2025Q1: 2,623 shares; 2025Q2: 2,209 shares; 2025Q3: 1,187 shares; 2025Q4: 769 shares; 2026Q1: 702 shares 702 $54.1K 0.02% -67 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares 2,513 $54K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,274 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,409 shares 1,409 $53.8K 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 loaded; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 153 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $53.7K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $53.2K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,902 shares; 2025Q1: 4,902 shares; 2025Q2: 4,261 shares; 2025Q3: 3,914 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares 3,379 $52.9K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 710 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $52.7K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 2,357 shares; 2026Q1: 2,357 shares 2,357 $52.6K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares 249 $52.6K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,248 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 197 shares 197 $52.5K 0.02% -1,071 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 loaded; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $52.1K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 262 shares; 2026Q1: 1,232 shares 1,232 $50.3K 0.02% +970 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 loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 136 shares; 2026Q1: 246 shares 246 $50K 0.02% +110 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: not loaded; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $49.5K 0.02% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $49.4K 0.02% new 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: not loaded; 2024Q4: 261 shares; 2025Q1: 278 shares; 2025Q2: 286 shares; 2025Q3: 334 shares; 2025Q4: 299 shares; 2026Q1: 374 shares 374 $48.2K 0.02% +75 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 loaded; 2024Q4: 599 shares; 2025Q1: 540 shares; 2025Q2: 402 shares; 2025Q3: 367 shares; 2025Q4: 273 shares; 2026Q1: 260 shares 260 $47.7K 0.02% -13 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,074 shares; 2026Q1: 5,074 shares 5,074 $47.5K 0.02% 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: not loaded; 2024Q4: 507 shares; 2025Q1: 698 shares; 2025Q2: 699 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 447 shares 447 $47.4K 0.02% +1 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 loaded; 2024Q4: 445 shares; 2025Q1: 435 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $47.2K 0.02% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $46.7K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares 622 $46.2K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452 $45.5K 0.02% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189 $45.4K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 221 shares; 2026Q1: 216 shares 216 $44.6K 0.02% -5 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,704 shares; 2025Q1: 5,678 shares; 2025Q2: 2,867 shares; 2025Q3: 2,217 shares; 2025Q4: 850 shares; 2026Q1: 400 shares 400 $44.2K 0.02% -450 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 535 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $44.1K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares 69 $43.8K 0.02% new Timeline VTN INVESCO TR INVT GRADE NEW YO More: the full row for INVESCO TR INVT GRADE NEW YO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $43.8K 0.02% 0 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: not loaded; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $43.6K 0.02% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $43.6K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,253 shares; 2025Q1: 2,102 shares; 2025Q2: 1,790 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $43.2K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 117 shares 117 $43K 0.02% +50 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $42.6K 0.02% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 453 shares; 2025Q1: 979 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $42.3K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares 555 $42.3K 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 631 shares; 2025Q2: 601 shares; 2025Q3: 665 shares; 2025Q4: 649 shares; 2026Q1: 664 shares 664 $41.7K 0.02% +15 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045 $41.5K 0.02% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,101 shares; 2025Q1: 401 shares; 2025Q2: 301 shares; 2025Q3: 2,201 shares; 2025Q4: 1,901 shares; 2026Q1: 2,206 shares 2,206 $41.3K 0.02% +305 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 755 shares; 2025Q3: 715 shares; 2025Q4: 616 shares; 2026Q1: 317 shares 317 $41.2K 0.02% -299 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 308 shares 308 $40.4K 0.01% +20 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares 1,152 $40K 0.01% 0 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $39.9K 0.01% 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 loaded; 2024Q4: 65 shares; 2025Q1: 2,347 shares; 2025Q2: 258 shares; 2025Q3: 322 shares; 2025Q4: 313 shares; 2026Q1: 213 shares 213 $39.7K 0.01% -100 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $39.4K 0.01% new 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 loaded; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $39.3K 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 loaded; 2024Q4: 538 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $38.5K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,178 shares; 2025Q4: 501 shares; 2026Q1: 482 shares 482 $37.9K 0.01% -19 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 345 shares 345 $37.3K 0.01% +330 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: not loaded; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares 1,753 $37.1K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,336 shares 2,336 $37K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 356 shares; 2025Q3: 298 shares; 2025Q4: 596 shares; 2026Q1: 796 shares 796 $36.5K 0.01% +200 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $36.4K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 100 shares; 2025Q2: 117 shares; 2025Q3: 271 shares; 2025Q4: 166 shares; 2026Q1: 178 shares 178 $36.4K 0.01% +12 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,922 shares 1,922 $36.1K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $35.4K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 687 shares; 2025Q1: 746 shares; 2025Q2: 643 shares; 2025Q3: 518 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $35.3K 0.01% 0 Timeline MCHI 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 loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $35.1K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $34.8K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 740 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $34.6K 0.01% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $34.4K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 259 shares; 2025Q4: 257 shares; 2026Q1: 195 shares 195 $34.3K 0.01% -62 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $34.1K 0.01% 0 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $34K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 1,120 shares; 2025Q3: 446 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $33.9K 0.01% 0 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: not loaded; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 354 shares 354 $33.6K 0.01% -11 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 173 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 675 shares 675 $33.3K 0.01% +100 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $32.9K 0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $32.5K 0.01% 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 loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 236 shares 236 $32.1K 0.01% -33 Timeline RDIV 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 loaded; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $32.1K 0.01% 0 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 loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $32K 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 loaded; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 383 shares; 2026Q1: 318 shares 318 $31.8K 0.01% -65 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: not loaded; 2024Q4: 903 shares; 2025Q1: 921 shares; 2025Q2: 906 shares; 2025Q3: 889 shares; 2025Q4: 699 shares; 2026Q1: 700 shares 700 $31.7K 0.01% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $31.6K 0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 839 shares; 2026Q1: 1,189 shares 1,189 $31.5K 0.01% +350 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 910 shares; 2026Q1: 2,385 shares 2,385 $31.2K 0.01% +1,475 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 243 shares; 2025Q3: 108 shares; 2025Q4: 182 shares; 2026Q1: 286 shares 286 $31.2K 0.01% +104 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: not loaded; 2024Q4: 397 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $31.1K 0.01% 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: not loaded; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 131 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $31K 0.01% 0 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 loaded; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $30.4K 0.01% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $29.8K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $29.6K 0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 3,527 shares; 2026Q1: 7,407 shares 7,407 $29.3K 0.01% +3,880 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares 2,004 $29K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113 shares; 2025Q1: 155 shares; 2025Q2: 271 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $28.8K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $28.7K 0.01% 0 Timeline GCOR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 687 shares 687 $28.4K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 93 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $28.1K 0.01% 0 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: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $28K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $28K 0.01% 0 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $27.6K 0.01% 0 Timeline ITB 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 loaded; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $27.6K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 47 shares; 2026Q1: 106 shares 106 $27.6K 0.01% +59 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: not loaded; 2024Q4: 206 shares; 2025Q1: 212 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $26.6K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,265 shares; 2025Q1: 1,215 shares; 2025Q2: 480 shares; 2025Q3: 366 shares; 2025Q4: 376 shares; 2026Q1: 425 shares 425 $26K 0.01% +49 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,880 shares 6,880 $25.9K 0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 172 shares; 2026Q1: 158 shares 158 $25.9K 0.01% -14 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares 1,311 $25.8K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 12 shares; 2026Q1: 54 shares 54 $25.6K 0.01% +42 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares 1,990 $25.5K 0.01% new Timeline QQQJ 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 loaded; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $25.3K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $25K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $25K 0.01% 0 Timeline SCHR 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 loaded; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares 998 $24.9K 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: not loaded; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 237 shares; 2025Q3: 243 shares; 2025Q4: 160 shares; 2026Q1: 157 shares 157 $24.9K 0.01% -3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $24.7K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 735 shares 735 $24.4K 0.01% +232 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,841 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $24.4K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 540 shares; 2026Q1: 535 shares 535 $24.2K 0.01% -5 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: not loaded; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 93 shares; 2025Q3: 87 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $24.2K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $24.1K 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 loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $24.1K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $24K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $23.9K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,412 shares; 2025Q1: 9,412 shares; 2025Q2: 9,162 shares; 2025Q3: 9,162 shares; 2025Q4: 9,162 shares; 2026Q1: 9,162 shares 9,162 $23.9K 0.01% 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: not loaded; 2024Q4: 3,310 shares; 2025Q1: 2,073 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,612 shares; 2026Q1: 581 shares 581 $23.7K 0.01% -1,031 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: not loaded; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $23.6K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 258 shares; 2025Q1: 758 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 251 shares; 2026Q1: 327 shares 327 $23.3K 0.01% +76 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $23.1K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 10 shares; 2025Q3: 8 shares; 2025Q4: 16 shares; 2026Q1: 42 shares 42 $23.1K 0.01% +26 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares 542 $22.9K 0.01% new Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares 455 $22.8K 0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $22.7K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $22.3K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $22K 0.01% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 767 shares; 2026Q1: 1,427 shares 1,427 $21.6K 0.01% +660 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 615 shares; 2025Q4: 593 shares; 2026Q1: 924 shares 924 $21.2K 0.01% +331 Timeline SPHB 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 loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $21K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 846 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $20.8K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 21 shares 21 $20.6K 0.01% -38 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $20.4K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 243 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $20K 0.01% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares 574 $20K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,259 shares 1,259 $20K 0.01% -20 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $20K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 429 shares; 2025Q3: 626 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $19.9K 0.01% 0 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: not loaded; 2024Q4: 102 shares; 2025Q1: 121 shares; 2025Q2: 64 shares; 2025Q3: 84 shares; 2025Q4: 73 shares; 2026Q1: 70 shares 70 $19.9K 0.01% -3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $19.8K 0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,601 shares 2,601 $19.6K 0.01% -1 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 loaded; 2024Q4: 192 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $19.3K 0.01% 0 Timeline SMDV 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: not loaded; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 277 shares; 2026Q1: 280 shares 280 $19.2K 0.01% +3 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $19.2K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,776 shares; 2025Q3: 454 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $19K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $18.9K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $18.8K 0.01% 0 Timeline JGRO 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 loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 220 shares 220 $18.6K 0.01% +100 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 loaded; 2024Q4: 393 shares; 2025Q1: 406 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $18.6K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 120 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $18.5K 0.01% 0 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 loaded; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $18.5K 0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $18.2K 0.01% 0 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $18.1K 0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 207 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 223 shares 223 $18K 0.01% +116 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 195 shares; 2025Q3: 168 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $17.5K 0.01% 0 Timeline JMTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 340 shares 340 $17.3K 0.01% +187 Timeline IWP 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 loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 135 shares 135 $17.3K 0.01% +60 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $17.1K 0.01% 0 Timeline FXO 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 loaded; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $17.1K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 197 shares; 2026Q1: 181 shares 181 $17K 0.01% -16 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 251 shares; 2025Q1: 255 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $17K 0.01% 0 Timeline COPX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $16.8K 0.01% new Timeline FCG 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 loaded; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $16.8K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $16.7K 0.01% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $16.1K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 608 shares; 2025Q3: 629 shares; 2025Q4: 512 shares; 2026Q1: 107 shares 107 $16.1K 0.01% -405 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 loaded; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 74 shares; 2026Q1: 69 shares 69 $15.8K 0.01% -5 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $15.5K 0.01% 0 Timeline IYJ 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 loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $15.5K 0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $15.4K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 85 shares 85 $15.3K 0.01% +80 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $15.1K 0.01% 0 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: not loaded; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $15K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $14.9K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 489 shares 489 $14.9K 0.01% -11 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 775 shares; 2025Q2: 1,340 shares; 2025Q3: 3,635 shares; 2025Q4: 2,525 shares; 2026Q1: 2,175 shares 2,175 $14.9K 0.01% -350 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $14.9K 0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,877 shares; 2025Q1: 2,314 shares; 2025Q2: 1,234 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $14.9K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 33 shares; 2025Q4: 31 shares; 2026Q1: 43 shares 43 $14.8K 0.01% +12 Timeline VRP 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 loaded; 2024Q4: 572 shares; 2025Q1: 579 shares; 2025Q2: 656 shares; 2025Q3: 664 shares; 2025Q4: 679 shares; 2026Q1: 618 shares 618 $14.8K 0.01% -61 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $14.8K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 83 shares; 2026Q1: 43 shares 43 $14.8K 0.01% -40 Timeline GEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $14.8K 0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares; 2025Q4: 1,626 shares; 2026Q1: 1,632 shares 1,632 $14.7K 0.01% +6 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 111 shares 111 $14.6K 0.01% +72 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 loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 21 shares; 2026Q1: 24 shares 24 $14.5K 0.01% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 56 shares; 2025Q3: 192 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $14.5K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $14.3K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $14.3K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,682 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 1,640 shares; 2026Q1: 1,490 shares 1,490 $14.1K 0.01% -150 Timeline