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: 1,013,771 shares; 2024Q4: 1,086,820 shares; 2025Q1: 1,087,425 shares; 2025Q2: 1,149,310 shares; 2025Q3: 1,174,268 shares; 2025Q4: 1,310,153 shares; 2026Q1: 1,431,950 shares 1,431,950 $71.3M 14.73% +121,797 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: 1,064,777 shares; 2024Q4: 1,049,078 shares; 2025Q1: 1,050,770 shares; 2025Q2: 997,292 shares; 2025Q3: 976,565 shares; 2025Q4: 952,318 shares; 2026Q1: 917,970 shares 917,970 $58.8M 12.16% -34,348 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: 62,837 shares; 2024Q4: 61,700 shares; 2025Q1: 61,700 shares; 2025Q2: 71,515 shares; 2025Q3: 70,013 shares; 2025Q4: 69,877 shares; 2026Q1: 68,918 shares 68,918 $41.2M 8.51% -959 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: 17,959 shares; 2024Q4: 151,769 shares; 2025Q1: 152,224 shares; 2025Q2: 311,953 shares; 2025Q3: 335,486 shares; 2025Q4: 369,840 shares; 2026Q1: 412,871 shares 412,871 $31M 6.41% +43,031 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,599 shares; 2024Q4: 140,472 shares; 2025Q1: 140,708 shares; 2025Q2: 167,618 shares; 2025Q3: 167,396 shares; 2025Q4: 162,867 shares; 2026Q1: 157,831 shares 157,831 $29.1M 6.01% -5,036 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: 591,285 shares; 2024Q4: 591,441 shares; 2025Q1: 591,893 shares; 2025Q2: 635,447 shares; 2025Q3: 664,604 shares; 2025Q4: 534,390 shares; 2026Q1: 550,277 shares 550,277 $26.4M 5.46% +15,887 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,571 shares; 2024Q4: 164,357 shares; 2025Q1: 164,433 shares; 2025Q2: 171,709 shares; 2025Q3: 168,823 shares; 2025Q4: 171,822 shares; 2026Q1: 174,887 shares 174,887 $25.9M 5.35% +3,065 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,767 shares; 2024Q4: 86,829 shares; 2025Q1: 86,929 shares; 2025Q2: 94,436 shares; 2025Q3: 94,038 shares; 2025Q4: 95,662 shares; 2026Q1: 94,971 shares 94,971 $20.6M 4.26% -691 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: 58,669 shares; 2024Q4: 55,418 shares; 2025Q1: 55,418 shares; 2025Q2: 55,926 shares; 2025Q3: 53,574 shares; 2025Q4: 52,512 shares; 2026Q1: 53,879 shares 53,879 $17.3M 3.57% +1,367 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: 41,089 shares; 2024Q4: 40,638 shares; 2025Q1: 40,638 shares; 2025Q2: 38,897 shares; 2025Q3: 39,805 shares; 2025Q4: 44,854 shares; 2026Q1: 49,233 shares 49,233 $14.1M 2.92% +4,379 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: 11,903 shares; 2024Q4: 14,148 shares; 2025Q1: 14,165 shares; 2025Q2: 19,070 shares; 2025Q3: 19,934 shares; 2025Q4: 23,312 shares; 2026Q1: 25,954 shares 25,954 $11.3M 2.34% +2,642 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,813 shares; 2024Q4: 310,246 shares; 2025Q1: 310,246 shares; 2025Q2: 299,996 shares; 2025Q3: 291,394 shares; 2025Q4: 278,926 shares; 2026Q1: 264,087 shares 264,087 $10.3M 2.12% -14,839 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,316 shares; 2024Q4: 139,869 shares; 2025Q1: 139,969 shares; 2025Q2: 144,576 shares; 2025Q3: 144,511 shares; 2025Q4: 97,860 shares; 2026Q1: 97,399 shares 97,399 $8.64M 1.79% -461 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: 95,543 shares; 2024Q4: 92,261 shares; 2025Q1: 92,261 shares; 2025Q2: 84,612 shares; 2025Q3: 87,886 shares; 2025Q4: 82,132 shares; 2026Q1: 79,227 shares 79,227 $7.97M 1.65% -2,905 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: 91,638 shares; 2024Q4: 90,169 shares; 2025Q1: 90,169 shares; 2025Q2: 85,956 shares; 2025Q3: 83,736 shares; 2025Q4: 80,217 shares; 2026Q1: 74,897 shares 74,897 $6.78M 1.4% -5,320 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: 1,815 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,324 shares; 2025Q3: 1,389 shares; 2025Q4: 13,190 shares; 2026Q1: 13,648 shares 13,648 $5.87M 1.21% +458 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: 4,746 shares; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 9,863 shares; 2025Q3: 29,708 shares; 2025Q4: 29,744 shares; 2026Q1: 29,683 shares 29,683 $5.18M 1.07% -61 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 16,392 shares; 2025Q1: 16,434 shares; 2025Q2: 18,645 shares; 2025Q3: 18,309 shares; 2025Q4: 18,976 shares; 2026Q1: 17,921 shares 17,921 $4.55M 0.94% -1,055 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: 35,100 shares; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 46,472 shares; 2026Q1: 47,089 shares 47,089 $3.88M 0.8% +617 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: 113,447 shares; 2024Q4: 110,952 shares; 2025Q1: 110,952 shares; 2025Q2: 108,403 shares; 2025Q3: 105,542 shares; 2025Q4: 104,356 shares; 2026Q1: 102,289 shares 102,289 $3.43M 0.71% -2,067 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,737 shares; 2024Q4: 79,030 shares; 2025Q1: 79,030 shares; 2025Q2: 66,295 shares; 2025Q3: 61,357 shares; 2025Q4: 56,652 shares; 2026Q1: 51,879 shares 51,879 $2.8M 0.58% -4,773 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 609 shares; 2025Q3: 1,130 shares; 2025Q4: 19,769 shares; 2026Q1: 34,724 shares 34,724 $2.76M 0.57% +14,955 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: 49,300 shares; 2024Q4: 45,846 shares; 2025Q1: 45,846 shares; 2025Q2: 33,997 shares; 2025Q3: 34,362 shares; 2025Q4: 33,211 shares; 2026Q1: 32,837 shares 32,837 $2.57M 0.53% -374 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: 22,075 shares; 2024Q4: 24,377 shares; 2025Q1: 24,377 shares; 2025Q2: 22,751 shares; 2025Q3: 19,465 shares; 2025Q4: 17,932 shares; 2026Q1: 14,970 shares 14,970 $2.54M 0.52% -2,962 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: 13,347 shares; 2024Q4: 13,366 shares; 2025Q1: 13,372 shares; 2025Q2: 12,851 shares; 2025Q3: 12,857 shares; 2025Q4: 12,858 shares; 2026Q1: 12,658 shares 12,658 $2.52M 0.52% -200 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,070 shares; 2024Q4: 81,321 shares; 2025Q1: 81,321 shares; 2025Q2: 79,902 shares; 2025Q3: 79,075 shares; 2025Q4: 76,692 shares; 2026Q1: 64,401 shares 64,401 $2.51M 0.52% -12,291 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,962 shares; 2025Q3: 5,375 shares; 2025Q4: 5,656 shares; 2026Q1: 5,070 shares 5,070 $2.43M 0.5% -586 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: 3,186 shares; 2024Q4: 2,986 shares; 2025Q1: 2,986 shares; 2025Q2: 5,238 shares; 2025Q3: 5,830 shares; 2025Q4: 6,134 shares; 2026Q1: 6,381 shares 6,381 $2.37M 0.49% +247 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: 6,076 shares; 2024Q4: 6,967 shares; 2025Q1: 7,332 shares; 2025Q2: 8,575 shares; 2025Q3: 9,439 shares; 2025Q4: 11,239 shares; 2026Q1: 10,164 shares 10,164 $2.12M 0.44% -1,075 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: 3,896 shares; 2024Q4: 4,447 shares; 2025Q1: 4,456 shares; 2025Q2: 4,978 shares; 2025Q3: 4,967 shares; 2025Q4: 4,659 shares; 2026Q1: 5,610 shares 5,610 $2.08M 0.43% +951 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 19,506 shares; 2025Q1: 19,506 shares; 2025Q2: 18,221 shares; 2025Q3: 17,303 shares; 2025Q4: 17,088 shares; 2026Q1: 16,981 shares 16,981 $2.05M 0.42% -107 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: 59,366 shares; 2024Q4: 59,304 shares; 2025Q1: 59,304 shares; 2025Q2: 54,809 shares; 2025Q3: 56,409 shares; 2025Q4: 57,809 shares; 2026Q1: 47,669 shares 47,669 $1.8M 0.37% -10,140 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 13,903 shares; 2025Q3: 13,903 shares; 2025Q4: 13,903 shares; 2026Q1: 13,728 shares 13,728 $1.71M 0.35% -175 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,153 shares; 2024Q4: 66,329 shares; 2025Q1: 66,329 shares; 2025Q2: 63,936 shares; 2025Q3: 60,446 shares; 2025Q4: 59,124 shares; 2026Q1: 58,784 shares 58,784 $1.36M 0.28% -340 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: 3,196 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 4,527 shares; 2025Q3: 4,479 shares; 2025Q4: 4,541 shares; 2026Q1: 4,669 shares 4,669 $1.34M 0.28% +128 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,259 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 6,699 shares; 2025Q3: 6,627 shares; 2025Q4: 6,580 shares; 2026Q1: 6,392 shares 6,392 $1.3M 0.27% -188 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: 1,919 shares; 2024Q4: 16,741 shares; 2025Q1: 16,741 shares; 2025Q2: 16,526 shares; 2025Q3: 15,663 shares; 2025Q4: 15,311 shares; 2026Q1: 15,319 shares 15,319 $1.13M 0.23% +8 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: 15,398 shares; 2024Q4: 15,419 shares; 2025Q1: 15,419 shares; 2025Q2: 11,262 shares; 2025Q3: 11,061 shares; 2025Q4: 10,183 shares; 2026Q1: 10,006 shares 10,006 $993K 0.21% -177 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,445 shares; 2025Q3: 1,498 shares; 2025Q4: 1,669 shares; 2026Q1: 1,501 shares 1,501 $980K 0.2% -168 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: 3,614 shares; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 3,944 shares; 2025Q3: 4,144 shares; 2025Q4: 4,134 shares; 2026Q1: 4,215 shares 4,215 $872K 0.18% +81 Timeline SCHG 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: 710 shares; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,841 shares; 2025Q3: 2,843 shares; 2025Q4: 1,320 shares; 2026Q1: 25,348 shares 25,348 $738K 0.15% +24,028 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: 4,648 shares; 2024Q4: 6,469 shares; 2025Q1: 6,469 shares; 2025Q2: 5,446 shares; 2025Q3: 5,469 shares; 2025Q4: 5,353 shares; 2026Q1: 5,706 shares 5,706 $709K 0.15% +353 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: 2,238 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,239 shares; 2025Q3: 3,226 shares; 2025Q4: 3,234 shares; 2026Q1: 3,238 shares 3,238 $696K 0.14% +4 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: 1,003 shares; 2024Q4: 1,197 shares; 2025Q1: 1,277 shares; 2025Q2: 1,215 shares; 2025Q3: 1,308 shares; 2025Q4: 1,298 shares; 2026Q1: 1,181 shares 1,181 $675K 0.14% -117 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: 701 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 734 shares; 2025Q3: 701 shares; 2025Q4: 745 shares; 2026Q1: 727 shares 727 $668K 0.14% -18 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: 15,482 shares; 2024Q4: 14,253 shares; 2025Q1: 14,253 shares; 2025Q2: 16,634 shares; 2025Q3: 15,950 shares; 2025Q4: 15,858 shares; 2026Q1: 12,365 shares 12,365 $617K 0.13% -3,493 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,108 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 5,754 shares; 2025Q3: 4,535 shares; 2025Q4: 3,401 shares; 2026Q1: 3,426 shares 3,426 $592K 0.12% +25 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: 8,571 shares; 2024Q4: 8,004 shares; 2025Q1: 8,004 shares; 2025Q2: 6,935 shares; 2025Q3: 6,961 shares; 2025Q4: 6,243 shares; 2026Q1: 6,433 shares 6,433 $592K 0.12% +190 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: 53,725 shares; 2024Q4: 53,860 shares; 2025Q1: 53,860 shares; 2025Q2: 50,300 shares; 2025Q3: 48,326 shares; 2025Q4: 35,466 shares; 2026Q1: 30,719 shares 30,719 $592K 0.12% -4,747 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: 1,356 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,965 shares; 2025Q3: 2,168 shares; 2025Q4: 1,972 shares; 2026Q1: 1,764 shares 1,764 $546K 0.11% -208 Timeline NTSX 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: 9,783 shares; 2024Q4: 9,783 shares; 2025Q1: 9,783 shares; 2025Q2: 9,783 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,783 shares 9,783 $510K 0.11% 0 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: 440 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 1,739 shares; 2025Q3: 1,618 shares; 2025Q4: 1,575 shares; 2026Q1: 1,599 shares 1,599 $483K 0.1% +24 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 7,009 shares; 2026Q1: 6,860 shares 6,860 $463K 0.1% -149 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107 $442K 0.09% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,413 shares; 2025Q1: 6,413 shares; 2025Q2: 6,418 shares; 2025Q3: 6,418 shares; 2025Q4: 6,426 shares; 2026Q1: 6,426 shares 6,426 $436K 0.09% 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: 539 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 1,056 shares; 2025Q3: 1,106 shares; 2025Q4: 959 shares; 2026Q1: 750 shares 750 $432K 0.09% -209 Timeline RWR 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: 14,949 shares; 2024Q4: 13,964 shares; 2025Q1: 13,964 shares; 2025Q2: 10,652 shares; 2025Q3: 10,179 shares; 2025Q4: 5,455 shares; 2026Q1: 4,274 shares 4,274 $431K 0.09% -1,181 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: 496 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 13,859 shares 13,859 $425K 0.09% +13,692 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 8,080 shares; 2025Q3: 7,076 shares; 2025Q4: 7,076 shares; 2026Q1: 7,076 shares 7,076 $414K 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,344 shares; 2025Q3: 2,361 shares; 2025Q4: 2,357 shares; 2026Q1: 3,113 shares 3,113 $410K 0.08% +756 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: 800 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,081 shares; 2025Q3: 1,161 shares; 2025Q4: 941 shares; 2026Q1: 1,586 shares 1,586 $387K 0.08% +645 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: 14,018 shares; 2024Q4: 8,288 shares; 2025Q1: 8,288 shares; 2025Q2: 12,411 shares; 2025Q3: 5,642 shares; 2025Q4: 5,638 shares; 2026Q1: 4,671 shares 4,671 $371K 0.08% -967 Timeline NTSI 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: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,437 shares; 2025Q3: 8,437 shares; 2025Q4: 8,437 shares; 2026Q1: 8,437 shares 8,437 $371K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 2,587 shares; 2025Q3: 6,981 shares; 2025Q4: 7,072 shares; 2026Q1: 7,112 shares 7,112 $365K 0.08% +40 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: 4,446 shares; 2024Q4: 4,791 shares; 2025Q1: 4,791 shares; 2025Q2: 4,387 shares; 2025Q3: 4,413 shares; 2025Q4: 4,371 shares; 2026Q1: 5,045 shares 5,045 $359K 0.07% +674 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: 717 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 708 shares; 2025Q3: 725 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $357K 0.07% 0 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: 618 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 485 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 3,761 shares 3,761 $349K 0.07% +3,265 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: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,776 shares; 2025Q4: 1,784 shares; 2026Q1: 1,789 shares 1,789 $343K 0.07% +5 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 8,347 shares; 2025Q1: 8,347 shares; 2025Q2: 8,330 shares; 2025Q3: 7,624 shares; 2025Q4: 7,661 shares; 2026Q1: 6,806 shares 6,806 $342K 0.07% -855 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: 493 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 2,722 shares; 2025Q3: 1,433 shares; 2025Q4: 2,877 shares; 2026Q1: 2,246 shares 2,246 $328K 0.07% -631 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: 2,005 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,568 shares; 2025Q3: 1,732 shares; 2025Q4: 1,582 shares; 2026Q1: 1,606 shares 1,606 $309K 0.06% +24 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: 935 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 984 shares; 2025Q3: 964 shares; 2025Q4: 677 shares; 2026Q1: 666 shares 666 $307K 0.06% -11 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 324 shares; 2025Q3: 339 shares; 2025Q4: 256 shares; 2026Q1: 440 shares 440 $306K 0.06% +184 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: 288 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 314 shares; 2025Q3: 418 shares; 2025Q4: 419 shares; 2026Q1: 427 shares 427 $302K 0.06% +8 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,708 shares; 2026Q1: 2,552 shares 2,552 $302K 0.06% -156 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $299K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,629 shares; 2026Q1: 2,643 shares 2,643 $299K 0.06% +14 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares 3,610 $290K 0.06% 0 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: 3,152 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares 2,849 $276K 0.06% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares 5,140 $271K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,017 shares; 2025Q3: 1,287 shares; 2025Q4: 1,276 shares; 2026Q1: 1,107 shares 1,107 $268K 0.06% -169 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: 571 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 565 shares; 2025Q4: 539 shares; 2026Q1: 785 shares 785 $258K 0.05% +246 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $257K 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 8,043 shares; 2025Q3: 8,044 shares; 2025Q4: 8,046 shares; 2026Q1: 8,046 shares 8,046 $249K 0.05% 0 Timeline VV 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: 886 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 852 shares; 2025Q4: 834 shares; 2026Q1: 834 shares 834 $249K 0.05% 0 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: 686 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,027 shares; 2025Q3: 1,136 shares; 2025Q4: 854 shares; 2026Q1: 845 shares 845 $248K 0.05% -9 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: 397 shares; 2024Q4: 607 shares; 2025Q1: 681 shares; 2025Q2: 842 shares; 2025Q3: 864 shares; 2025Q4: 644 shares; 2026Q1: 796 shares 796 $247K 0.05% +152 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: 810 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 806 shares; 2025Q3: 818 shares; 2025Q4: 814 shares; 2026Q1: 1,361 shares 1,361 $247K 0.05% +547 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: 727 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 945 shares; 2025Q3: 795 shares; 2025Q4: 923 shares; 2026Q1: 725 shares 725 $244K 0.05% -198 Timeline DEM 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: 4,854 shares; 2024Q4: 4,856 shares; 2025Q1: 4,856 shares; 2025Q2: 4,864 shares; 2025Q3: 4,870 shares; 2025Q4: 4,874 shares; 2026Q1: 4,876 shares 4,876 $242K 0.05% +2 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,091 shares; 2024Q4: 37,091 shares; 2025Q1: 37,091 shares; 2025Q2: 37,091 shares; 2025Q3: 37,091 shares; 2025Q4: 28,905 shares; 2026Q1: 28,905 shares 28,905 $240K 0.05% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 2,106 shares; 2025Q3: 1,931 shares; 2025Q4: 1,469 shares; 2026Q1: 836 shares 836 $239K 0.05% -633 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,142 shares; 2025Q1: 4,142 shares; 2025Q2: 4,142 shares; 2025Q3: 4,142 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050 $239K 0.05% 0 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: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 310 shares; 2025Q3: 359 shares; 2025Q4: 362 shares; 2026Q1: 364 shares 364 $236K 0.05% +2 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: 2,071 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 1,603 shares; 2025Q3: 1,672 shares; 2025Q4: 1,868 shares; 2026Q1: 1,956 shares 1,956 $235K 0.05% +88 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: 208 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 217 shares; 2025Q3: 241 shares; 2025Q4: 257 shares; 2026Q1: 264 shares 264 $228K 0.05% +7 Timeline ARKQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $224K 0.05% 0 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,081 shares; 2025Q1: 7,081 shares; 2025Q2: 5,685 shares; 2025Q3: 5,685 shares; 2025Q4: 5,693 shares; 2026Q1: 5,660 shares 5,660 $223K 0.05% -33 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: 249 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 350 shares; 2025Q3: 497 shares; 2025Q4: 644 shares; 2026Q1: 801 shares 801 $216K 0.04% +157 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 4,081 shares; 2026Q1: 4,111 shares 4,111 $215K 0.04% +30 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: 406 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 722 shares; 2026Q1: 599 shares 599 $214K 0.04% -123 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: 233 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 602 shares; 2025Q3: 589 shares; 2025Q4: 601 shares; 2026Q1: 602 shares 602 $211K 0.04% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,781 shares; 2026Q1: 1,820 shares 1,820 $206K 0.04% +39 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: 269 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 336 shares; 2025Q3: 167 shares; 2025Q4: 1,864 shares; 2026Q1: 2,117 shares 2,117 $203K 0.04% +253 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: 99 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 240 shares; 2025Q3: 238 shares; 2025Q4: 182 shares; 2026Q1: 202 shares 202 $201K 0.04% +20 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 2,142 shares 2,142 $199K 0.04% +1,000 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,951 shares 3,951 $198K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,935 shares; 2025Q3: 1,919 shares; 2025Q4: 2,122 shares; 2026Q1: 3,194 shares 3,194 $190K 0.04% +1,072 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: 674 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 693 shares; 2025Q3: 698 shares; 2025Q4: 565 shares; 2026Q1: 583 shares 583 $176K 0.04% +18 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: 6,039 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,582 shares 3,582 $176K 0.04% +464 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: 10,073 shares; 2024Q4: 10,124 shares; 2025Q1: 10,124 shares; 2025Q2: 10,157 shares; 2025Q3: 10,220 shares; 2025Q4: 10,237 shares; 2026Q1: 11,057 shares 11,057 $175K 0.04% +820 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: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares 3,170 $171K 0.04% 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: 270 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 278 shares; 2025Q3: 275 shares; 2025Q4: 271 shares; 2026Q1: 281 shares 281 $169K 0.03% +10 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: 1,140 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares; 2025Q4: 1,133 shares; 2026Q1: 1,152 shares 1,152 $166K 0.03% +19 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: 1,400 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $165K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 283 shares; 2025Q4: 383 shares; 2026Q1: 388 shares 388 $165K 0.03% +5 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,154 shares; 2025Q1: 5,154 shares; 2025Q2: 5,154 shares; 2025Q3: 5,154 shares; 2025Q4: 5,154 shares; 2026Q1: 6,200 shares 6,200 $159K 0.03% +1,046 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: 1,957 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 2,237 shares; 2025Q3: 2,245 shares; 2025Q4: 2,223 shares; 2026Q1: 2,407 shares 2,407 $158K 0.03% +184 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: 2,748 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,772 shares; 2025Q3: 2,780 shares; 2025Q4: 2,787 shares; 2026Q1: 3,382 shares 3,382 $158K 0.03% +595 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 2,289 shares; 2026Q1: 5,535 shares 5,535 $150K 0.03% +3,246 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $147K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,497 shares; 2025Q3: 1,503 shares; 2025Q4: 1,518 shares; 2026Q1: 1,847 shares 1,847 $143K 0.03% +329 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,959 shares; 2025Q3: 1,687 shares; 2025Q4: 1,632 shares; 2026Q1: 1,466 shares 1,466 $143K 0.03% -166 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 758 shares; 2025Q3: 744 shares; 2025Q4: 681 shares; 2026Q1: 697 shares 697 $141K 0.03% +16 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,019 shares; 2025Q3: 1,270 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares 1,271 $139K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,564 shares; 2025Q3: 1,722 shares; 2025Q4: 1,795 shares; 2026Q1: 1,804 shares 1,804 $137K 0.03% +9 Timeline SCHA 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: 1,327 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 4,077 shares; 2025Q3: 4,617 shares; 2025Q4: 4,617 shares; 2026Q1: 4,617 shares 4,617 $134K 0.03% 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: 310 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 351 shares; 2025Q3: 356 shares; 2025Q4: 370 shares; 2026Q1: 541 shares 541 $131K 0.03% +171 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: 440 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 756 shares; 2025Q3: 438 shares; 2025Q4: 414 shares; 2026Q1: 891 shares 891 $128K 0.03% +477 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: 27 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 4,821 shares; 2025Q3: 4,839 shares; 2025Q4: 4,785 shares; 2026Q1: 1,142 shares 1,142 $128K 0.03% -3,643 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,223 shares; 2025Q3: 1 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285 $126K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 293 shares; 2025Q3: 292 shares; 2025Q4: 282 shares; 2026Q1: 292 shares 292 $126K 0.03% +10 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares 1,056 $125K 0.03% 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: 1,566 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,033 shares; 2025Q3: 1,358 shares; 2025Q4: 1,051 shares; 2026Q1: 1,375 shares 1,375 $123K 0.03% +324 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: 422 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 445 shares; 2025Q3: 438 shares; 2025Q4: 429 shares; 2026Q1: 435 shares 435 $123K 0.03% +6 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: 181 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 289 shares; 2025Q3: 287 shares; 2025Q4: 242 shares; 2026Q1: 1,239 shares 1,239 $119K 0.02% +997 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: 6,613 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 3,156 shares; 2025Q3: 3,131 shares; 2025Q4: 2,652 shares; 2026Q1: 1,683 shares 1,683 $117K 0.02% -969 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 562 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 525 shares 525 $117K 0.02% +53 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: 668 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 492 shares; 2026Q1: 470 shares 470 $116K 0.02% -22 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: 429 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 455 shares; 2025Q3: 475 shares; 2025Q4: 468 shares; 2026Q1: 470 shares 470 $111K 0.02% +2 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: 3,580 shares; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 2,039 shares; 2025Q3: 2,132 shares; 2025Q4: 2,088 shares; 2026Q1: 2,266 shares 2,266 $110K 0.02% +178 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: 561 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 619 shares; 2025Q3: 642 shares; 2025Q4: 664 shares; 2026Q1: 686 shares 686 $109K 0.02% +22 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: 1,756 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 2,169 shares; 2025Q3: 2,306 shares; 2025Q4: 2,351 shares; 2026Q1: 2,432 shares 2,432 $107K 0.02% +81 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186 $107K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 181 shares; 2025Q3: 174 shares; 2025Q4: 183 shares; 2026Q1: 189 shares 189 $106K 0.02% +6 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: 527 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 501 shares; 2025Q4: 494 shares; 2026Q1: 522 shares 522 $101K 0.02% +28 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,222 shares; 2025Q3: 1,204 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares 1,223 $100K 0.02% +5 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: 157 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 158 shares; 2025Q3: 223 shares; 2025Q4: 300 shares; 2026Q1: 251 shares 251 $99K 0.02% -49 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: 139 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 190 shares; 2025Q3: 187 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $98K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $97K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 585 shares; 2026Q1: 502 shares 502 $96K 0.02% -83 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: 487 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 498 shares; 2025Q3: 494 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $96K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,020 shares; 2025Q3: 1,027 shares; 2025Q4: 993 shares; 2026Q1: 990 shares 990 $95K 0.02% -3 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 2,551 shares 2,551 $95K 0.02% +1,242 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: 672 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 601 shares; 2026Q1: 855 shares 855 $93K 0.02% +254 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 74 shares; 2025Q3: 116 shares; 2025Q4: 115 shares; 2026Q1: 2,121 shares 2,121 $91K 0.02% +2,006 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 1,459 shares; 2025Q3: 1,458 shares; 2025Q4: 1,413 shares; 2026Q1: 1,422 shares 1,422 $91K 0.02% +9 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 784 shares 784 $90K 0.02% +13 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: 1,095 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 1,957 shares; 2025Q3: 1,959 shares; 2025Q4: 1,902 shares; 2026Q1: 2,189 shares 2,189 $89K 0.02% +287 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: 33 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 67 shares; 2025Q3: 90 shares; 2025Q4: 65 shares; 2026Q1: 103 shares 103 $89K 0.02% +38 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: 110 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 164 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 315 shares 315 $89K 0.02% +65 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,063 shares; 2025Q3: 9,063 shares; 2025Q4: 6,324 shares; 2026Q1: 6,324 shares 6,324 $87K 0.02% 0 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: 335 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 462 shares; 2025Q3: 476 shares; 2025Q4: 469 shares; 2026Q1: 397 shares 397 $86K 0.02% -72 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares; 2025Q4: 6,161 shares; 2026Q1: 6,161 shares 6,161 $84K 0.02% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $83K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 755 shares; 2025Q3: 733 shares; 2025Q4: 882 shares; 2026Q1: 894 shares 894 $80K 0.02% +12 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 1,037 shares 1,037 $79K 0.02% +52 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: 464 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 444 shares; 2025Q3: 445 shares; 2025Q4: 443 shares; 2026Q1: 456 shares 456 $79K 0.02% +13 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $79K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 218 shares; 2025Q3: 356 shares; 2025Q4: 289 shares; 2026Q1: 384 shares 384 $78K 0.02% +95 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 2,935 shares; 2025Q3: 1,366 shares; 2025Q4: 2,736 shares; 2026Q1: 331 shares 331 $78K 0.02% -2,405 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 896 shares 896 $78K 0.02% +25 Timeline IDU 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: 720 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $76K 0.02% 0 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: 878 shares; 2024Q4: 851 shares; 2025Q1: 1,191 shares; 2025Q2: 1,420 shares; 2025Q3: 1,480 shares; 2025Q4: 1,342 shares; 2026Q1: 1,464 shares 1,464 $73K 0.02% +122 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: 206 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 278 shares; 2025Q3: 805 shares; 2025Q4: 892 shares; 2026Q1: 902 shares 902 $72K 0.01% +10 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,168 shares; 2026Q1: 1,960 shares 1,960 $72K 0.01% -208 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: 227 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 803 shares; 2025Q3: 714 shares; 2025Q4: 839 shares; 2026Q1: 984 shares 984 $70K 0.01% +145 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 48 shares; 2025Q3: 276 shares; 2025Q4: 282 shares; 2026Q1: 281 shares 281 $70K 0.01% -1 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: 116 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 226 shares; 2025Q3: 214 shares; 2025Q4: 221 shares; 2026Q1: 235 shares 235 $69K 0.01% +14 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,728 shares 2,728 $69K 0.01% 0 Timeline IDEV 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $69K 0.01% 0 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: 366 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 896 shares; 2025Q3: 892 shares; 2025Q4: 837 shares; 2026Q1: 667 shares 667 $68K 0.01% -170 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $67K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 742 shares; 2025Q3: 733 shares; 2025Q4: 630 shares; 2026Q1: 655 shares 655 $66K 0.01% +25 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: 235 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 329 shares; 2025Q3: 326 shares; 2025Q4: 330 shares; 2026Q1: 893 shares 893 $66K 0.01% +563 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 565 shares; 2025Q3: 569 shares; 2025Q4: 375 shares; 2026Q1: 387 shares 387 $65K 0.01% +12 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: 320 shares; 2024Q4: 580 shares; 2025Q1: 591 shares; 2025Q2: 504 shares; 2025Q3: 555 shares; 2025Q4: 290 shares; 2026Q1: 416 shares 416 $64K 0.01% +126 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: 1,872 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,978 shares; 2025Q3: 1,872 shares; 2025Q4: 2,065 shares; 2026Q1: 2,202 shares 2,202 $63K 0.01% +137 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: 61 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 91 shares; 2025Q3: 74 shares; 2025Q4: 257 shares; 2026Q1: 273 shares 273 $62K 0.01% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares 736 $62K 0.01% new Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares 4,372 $62K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $61K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 171 shares; 2025Q3: 159 shares; 2025Q4: 208 shares; 2026Q1: 177 shares 177 $60K 0.01% -31 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 834 shares; 2025Q3: 1,333 shares; 2025Q4: 1,361 shares; 2026Q1: 2,532 shares 2,532 $57K 0.01% +1,171 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares 2,493 $56K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,823 shares; 2025Q3: 1,783 shares; 2025Q4: 1,674 shares; 2026Q1: 1,903 shares 1,903 $55K 0.01% +229 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 254 shares 254 $55K 0.01% -250 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 127 shares; 2025Q3: 515 shares; 2025Q4: 534 shares; 2026Q1: 259 shares 259 $55K 0.01% -275 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: 86 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 216 shares; 2025Q3: 214 shares; 2025Q4: 217 shares; 2026Q1: 347 shares 347 $55K 0.01% +130 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: 131 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 163 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 168 shares 168 $53K 0.01% +10 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: 1,386 shares; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 170 shares; 2026Q1: 486 shares 486 $53K 0.01% +316 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: 869 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 256 shares; 2026Q1: 365 shares 365 $53K 0.01% +109 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 246 shares; 2025Q3: 253 shares; 2025Q4: 244 shares; 2026Q1: 256 shares 256 $53K 0.01% +12 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: 675 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 790 shares; 2025Q3: 729 shares; 2025Q4: 728 shares; 2026Q1: 735 shares 735 $53K 0.01% +7 Timeline IMCB 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: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $53K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 180 shares; 2026Q1: 190 shares 190 $52K 0.01% +10 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 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 $52K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 34 shares 34 $50K 0.01% +3 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: 210 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 236 shares; 2025Q3: 235 shares; 2025Q4: 236 shares; 2026Q1: 244 shares 244 $50K 0.01% +8 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: 41 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 59 shares; 2025Q3: 61 shares; 2025Q4: 62 shares; 2026Q1: 59 shares 59 $49K 0.01% -3 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: 1,858 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,626 shares; 2025Q3: 1,679 shares; 2025Q4: 1,549 shares; 2026Q1: 1,733 shares 1,733 $48K 0.01% +184 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: 2,036 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $46K 0.01% 0 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: 36 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 113 shares; 2025Q3: 434 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $46K 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: 377 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 380 shares; 2026Q1: 235 shares 235 $46K 0.01% -145 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 533 shares; 2026Q1: 566 shares 566 $46K 0.01% +33 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $46K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $46K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $45K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 81 shares; 2025Q3: 88 shares; 2025Q4: 58 shares; 2026Q1: 89 shares 89 $44K 0.01% +31 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 635 shares; 2025Q3: 741 shares; 2025Q4: 174 shares; 2026Q1: 182 shares 182 $44K 0.01% +8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 46 shares; 2026Q1: 45 shares 45 $43K 0.01% -1 Timeline VT 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $43K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 333 shares; 2025Q3: 855 shares; 2025Q4: 504 shares; 2026Q1: 337 shares 337 $42K 0.01% -167 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: 95 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 105 shares; 2025Q3: 79 shares; 2025Q4: 129 shares; 2026Q1: 230 shares 230 $42K 0.01% +101 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: 29 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 51 shares; 2025Q3: 50 shares; 2025Q4: 178 shares; 2026Q1: 407 shares 407 $42K 0.01% +229 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 561 shares; 2025Q3: 457 shares; 2025Q4: 614 shares; 2026Q1: 496 shares 496 $42K 0.01% -118 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $41K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 42 shares; 2026Q1: 46 shares 46 $41K 0.01% +4 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: 102 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 80 shares; 2026Q1: 103 shares 103 $40K 0.01% +23 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: 50 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 200 shares; 2025Q3: 406 shares; 2025Q4: 209 shares; 2026Q1: 217 shares 217 $39K 0.01% +8 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: 335 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 367 shares; 2025Q3: 358 shares; 2025Q4: 109 shares; 2026Q1: 120 shares 120 $39K 0.01% +11 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 700 shares; 2026Q1: 102 shares 102 $39K 0.01% -598 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $39K 0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,359 shares 4,359 $39K 0.01% +359 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $39K 0.01% 0 Timeline BOND 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: 1,081 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 448 shares; 2026Q1: 428 shares 428 $39K 0.01% -20 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $38K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 199 shares; 2025Q3: 219 shares; 2025Q4: 216 shares; 2026Q1: 235 shares 235 $38K 0.01% +19 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: 115 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 229 shares; 2025Q3: 223 shares; 2025Q4: 182 shares; 2026Q1: 233 shares 233 $38K 0.01% +51 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares 197 $38K 0.01% new 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: 1,830 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $38K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 774 shares; 2025Q3: 688 shares; 2025Q4: 254 shares; 2026Q1: 283 shares 283 $37K 0.01% +29 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 444 shares; 2025Q3: 436 shares; 2025Q4: 470 shares; 2026Q1: 527 shares 527 $37K 0.01% +57 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $37K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $36K 0.01% 0 Timeline IXUS 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $36K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $36K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 581 shares; 2025Q3: 589 shares; 2025Q4: 598 shares; 2026Q1: 606 shares 606 $35K 0.01% +8 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 141 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $35K 0.01% 0 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: 1,203 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $35K 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: 147 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 741 shares; 2025Q4: 345 shares; 2026Q1: 391 shares 391 $35K 0.01% +46 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 199 shares; 2025Q3: 337 shares; 2025Q4: 253 shares; 2026Q1: 273 shares 273 $33K 0.01% +20 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: 799 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 816 shares; 2025Q3: 821 shares; 2025Q4: 828 shares; 2026Q1: 833 shares 833 $33K 0.01% +5 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 360 shares; 2025Q3: 353 shares; 2025Q4: 372 shares; 2026Q1: 396 shares 396 $33K 0.01% +24 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: 152 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 223 shares; 2025Q3: 260 shares; 2025Q4: 222 shares; 2026Q1: 221 shares 221 $32K 0.01% -1 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: 1,053 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $32K 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: 101 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 526 shares; 2025Q3: 544 shares; 2025Q4: 502 shares; 2026Q1: 535 shares 535 $32K 0.01% +33 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares 3,001 $32K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 214 shares; 2025Q3: 189 shares; 2025Q4: 169 shares; 2026Q1: 138 shares 138 $31K 0.01% -31 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $31K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $31K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $31K 0.01% 0 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: 41 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 126 shares 126 $30K 0.01% +21 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: 138 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 191 shares; 2025Q3: 197 shares; 2025Q4: 203 shares; 2026Q1: 222 shares 222 $30K 0.01% +19 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: 71 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 97 shares; 2026Q1: 96 shares 96 $30K 0.01% -1 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: 53 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 213 shares; 2025Q3: 216 shares; 2025Q4: 105 shares; 2026Q1: 122 shares 122 $30K 0.01% +17 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $30K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 494 shares; 2025Q4: 488 shares; 2026Q1: 496 shares 496 $29K 0.01% +8 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 133 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 148 shares 148 $29K 0.01% +14 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 650 shares; 2025Q3: 741 shares; 2025Q4: 753 shares; 2026Q1: 718 shares 718 $29K 0.01% -35 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 458 shares; 2025Q3: 403 shares; 2025Q4: 451 shares; 2026Q1: 496 shares 496 $29K 0.01% +45 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 242 shares; 2025Q3: 286 shares; 2025Q4: 271 shares; 2026Q1: 306 shares 306 $28K 0.01% +35 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 168 shares; 2025Q3: 175 shares; 2025Q4: 185 shares; 2026Q1: 213 shares 213 $28K 0.01% +28 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 271 shares; 2025Q3: 295 shares; 2025Q4: 271 shares; 2026Q1: 396 shares 396 $28K 0.01% +125 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 320 shares; 2025Q3: 325 shares; 2025Q4: 316 shares; 2026Q1: 317 shares 317 $28K 0.01% +1 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 7,870 shares 7,870 $28K 0.01% -530 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $27K 0.01% 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: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 184 shares; 2025Q3: 155 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $27K 0.01% 0 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: 156 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 211 shares; 2025Q3: 216 shares; 2025Q4: 212 shares; 2026Q1: 231 shares 231 $27K 0.01% +19 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 947 shares; 2026Q1: 947 shares 947 $27K 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $27K 0.01% 0 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: 541 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 2,489 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $27K 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: 594 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 661 shares; 2025Q3: 684 shares; 2025Q4: 706 shares; 2026Q1: 2,727 shares 2,727 $27K 0.01% +2,021 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $27K 0.01% 0 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: 94 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 180 shares; 2025Q3: 174 shares; 2025Q4: 171 shares; 2026Q1: 191 shares 191 $26K 0.01% +20 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: 25 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 53 shares 53 $25K 0.01% +5 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: 49 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 117 shares; 2025Q3: 112 shares; 2025Q4: 97 shares; 2026Q1: 122 shares 122 $25K 0.01% +25 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: 71 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 106 shares; 2025Q3: 305 shares; 2025Q4: 97 shares; 2026Q1: 109 shares 109 $25K 0.01% +12 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: 67 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 110 shares; 2025Q3: 115 shares; 2025Q4: 113 shares; 2026Q1: 124 shares 124 $25K 0.01% +11 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: 11 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 20 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 26 shares 26 $25K 0.01% +11 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: 490 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 270 shares; 2026Q1: 265 shares 265 $25K 0.01% -5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $25K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $25K 0.01% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares 2,055 $25K 0.01% 0 Timeline UBOT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 1,220 shares; 2025Q3: 1,226 shares; 2025Q4: 1,229 shares; 2026Q1: 1,232 shares 1,232 $25K 0.01% +3 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 530 shares; 2025Q3: 630 shares; 2025Q4: 600 shares; 2026Q1: 907 shares 907 $24K <0.01% +307 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $24K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $24K <0.01% 0 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: 132 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 203 shares; 2025Q3: 211 shares; 2025Q4: 455 shares; 2026Q1: 228 shares 228 $24K <0.01% -227 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 167 shares 167 $24K <0.01% -25 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,000 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 679 shares 679 $24K <0.01% +39 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 78 shares 78 $24K <0.01% +46 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,900 shares; 2026Q1: 600 shares 600 $24K <0.01% -1,300 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares 1,964 $24K <0.01% 0 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 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 $24K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 381 shares; 2025Q4: 360 shares; 2026Q1: 363 shares 363 $23K <0.01% +3 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: 41 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 49 shares; 2026Q1: 56 shares 56 $23K <0.01% +7 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: 52 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 76 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 83 shares 83 $23K <0.01% +10 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 166 shares; 2025Q3: 171 shares; 2025Q4: 164 shares; 2026Q1: 180 shares 180 $23K <0.01% +16 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 228 shares; 2025Q3: 272 shares; 2025Q4: 260 shares; 2026Q1: 255 shares 255 $23K <0.01% -5 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 584 shares; 2025Q3: 594 shares; 2025Q4: 607 shares; 2026Q1: 622 shares 622 $23K <0.01% +15 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $23K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 812 shares; 2025Q3: 787 shares; 2025Q4: 618 shares; 2026Q1: 350 shares 350 $22K <0.01% -268 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: 21 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 35 shares; 2026Q1: 41 shares 41 $22K <0.01% +6 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: 35 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 62 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 74 shares 74 $22K <0.01% +10 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: 37 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 57 shares; 2025Q3: 55 shares; 2025Q4: 61 shares; 2026Q1: 69 shares 69 $22K <0.01% +8 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 144 shares; 2026Q1: 155 shares 155 $22K <0.01% +11 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $21K <0.01% 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: 69 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 126 shares; 2026Q1: 106 shares 106 $21K <0.01% -20 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 83 shares 83 $21K <0.01% -33 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $21K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $21K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 91 shares; 2025Q3: 93 shares; 2025Q4: 95 shares; 2026Q1: 103 shares 103 $21K <0.01% +8 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: 52 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 69 shares; 2025Q3: 80 shares; 2025Q4: 88 shares; 2026Q1: 99 shares 99 $21K <0.01% +11 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $21K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 58 shares; 2025Q3: 69 shares; 2025Q4: 182 shares; 2026Q1: 75 shares 75 $20K <0.01% -107 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: 22 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 35 shares; 2026Q1: 39 shares 39 $20K <0.01% +4 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: 35 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 66 shares 66 $20K <0.01% +6 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: 279 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 518 shares; 2025Q3: 504 shares; 2025Q4: 572 shares; 2026Q1: 751 shares 751 $20K <0.01% +179 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: 44 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 67 shares; 2025Q3: 76 shares; 2025Q4: 97 shares; 2026Q1: 109 shares 109 $20K <0.01% +12 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 564 shares; 2025Q3: 629 shares; 2025Q4: 607 shares; 2026Q1: 866 shares 866 $20K <0.01% +259 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $20K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $20K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 202 shares; 2025Q3: 130 shares; 2025Q4: 291 shares; 2026Q1: 329 shares 329 $19K <0.01% +38 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: 169 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 380 shares; 2025Q3: 239 shares; 2025Q4: 247 shares; 2026Q1: 269 shares 269 $19K <0.01% +22 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: 378 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 428 shares; 2025Q3: 419 shares; 2025Q4: 369 shares; 2026Q1: 435 shares 435 $19K <0.01% +66 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: 23 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 55 shares; 2025Q3: 51 shares; 2025Q4: 31 shares; 2026Q1: 156 shares 156 $19K <0.01% +125 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: 77 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 113 shares; 2025Q3: 106 shares; 2025Q4: 104 shares; 2026Q1: 129 shares 129 $19K <0.01% +25 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 128 shares; 2025Q3: 129 shares; 2025Q4: 124 shares; 2026Q1: 131 shares 131 $19K <0.01% +7 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: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 92 shares; 2025Q3: 85 shares; 2025Q4: 121 shares; 2026Q1: 133 shares 133 $19K <0.01% +12 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 287 shares; 2025Q3: 309 shares; 2025Q4: 287 shares; 2026Q1: 319 shares 319 $19K <0.01% +32 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $19K <0.01% 0 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $19K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 125 shares; 2025Q3: 109 shares; 2025Q4: 112 shares; 2026Q1: 150 shares 150 $18K <0.01% +38 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: 57 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 79 shares; 2025Q3: 68 shares; 2025Q4: 91 shares; 2026Q1: 109 shares 109 $18K <0.01% +18 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: 177 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 298 shares; 2025Q3: 284 shares; 2025Q4: 251 shares; 2026Q1: 289 shares 289 $18K <0.01% +38 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: 231 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 241 shares; 2025Q3: 247 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $18K <0.01% 0 Timeline IEO 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $18K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 659 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 182 shares 182 $18K <0.01% +43 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: 317 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 472 shares; 2025Q3: 418 shares; 2025Q4: 304 shares; 2026Q1: 316 shares 316 $18K <0.01% +12 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: 96 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 441 shares; 2025Q3: 431 shares; 2025Q4: 136 shares; 2026Q1: 141 shares 141 $18K <0.01% +5 Timeline SCHO 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: 654 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $18K <0.01% 0 Timeline SPTL 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $18K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 56 shares 56 $18K <0.01% +4 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 138 shares; 2025Q3: 143 shares; 2025Q4: 49 shares; 2026Q1: 53 shares 53 $18K <0.01% +4 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 115 shares; 2026Q1: 132 shares 132 $18K <0.01% +17 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: 31 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 51 shares; 2025Q3: 174 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $18K <0.01% +1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 95 shares; 2025Q3: 101 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $18K <0.01% 0 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: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 24 shares 24 $18K <0.01% +7 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: 216 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 262 shares; 2025Q3: 270 shares; 2025Q4: 261 shares; 2026Q1: 293 shares 293 $18K <0.01% +32 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18K <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: 68 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 99 shares; 2025Q3: 83 shares; 2025Q4: 88 shares; 2026Q1: 110 shares 110 $18K <0.01% +22 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: 454 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 238 shares; 2026Q1: 292 shares 292 $17K <0.01% +54 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: 26 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 31 shares; 2025Q3: 22 shares; 2025Q4: 34 shares; 2026Q1: 39 shares 39 $17K <0.01% +5 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $17K <0.01% new 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: 385 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 221 shares; 2025Q3: 235 shares; 2025Q4: 242 shares; 2026Q1: 258 shares 258 $17K <0.01% +16 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 62 shares; 2025Q3: 65 shares; 2025Q4: 58 shares; 2026Q1: 72 shares 72 $17K <0.01% +14 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: 29 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 58 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 62 shares 62 $17K <0.01% +7 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 43 shares; 2026Q1: 59 shares 59 $17K <0.01% +16 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: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 17 shares; 2025Q3: 22 shares; 2025Q4: 21 shares; 2026Q1: 26 shares 26 $17K <0.01% +5 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: 12 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $17K <0.01% 0 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: 727 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 875 shares; 2025Q3: 977 shares; 2025Q4: 472 shares; 2026Q1: 675 shares 675 $17K <0.01% +203 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17K <0.01% 0 Timeline EMLC 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $17K <0.01% 0 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 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 $17K <0.01% 0 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $17K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 186 shares; 2025Q3: 232 shares; 2025Q4: 219 shares; 2026Q1: 192 shares 192 $16K <0.01% -27 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: 49 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 77 shares; 2025Q3: 70 shares; 2025Q4: 68 shares; 2026Q1: 76 shares 76 $16K <0.01% +8 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: 199 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 271 shares; 2025Q3: 281 shares; 2025Q4: 267 shares; 2026Q1: 326 shares 326 $16K <0.01% +59 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: 86 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 117 shares; 2025Q3: 113 shares; 2025Q4: 101 shares; 2026Q1: 138 shares 138 $16K <0.01% +37 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: 25 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $16K <0.01% 0 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: 164 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $16K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 73 shares; 2025Q3: 70 shares; 2025Q4: 103 shares; 2026Q1: 84 shares 84 $15K <0.01% -19 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: 29 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 50 shares; 2026Q1: 37 shares 37 $15K <0.01% -13 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: 191 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 272 shares; 2025Q3: 281 shares; 2025Q4: 278 shares; 2026Q1: 289 shares 289 $15K <0.01% +11 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: 27 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 36 shares; 2025Q3: 35 shares; 2025Q4: 40 shares; 2026Q1: 36 shares 36 $15K <0.01% -4 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 22 shares; 2025Q3: 26 shares; 2025Q4: 19 shares; 2026Q1: 112 shares 112 $15K <0.01% +93 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $15K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 32 shares; 2026Q1: 35 shares 35 $15K <0.01% +3 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: 25 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 45 shares; 2025Q3: 47 shares; 2025Q4: 45 shares; 2026Q1: 53 shares 53 $15K <0.01% +8 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 870 shares; 2025Q3: 863 shares; 2025Q4: 831 shares; 2026Q1: 823 shares 823 $15K <0.01% -8 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $15K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 33 shares; 2026Q1: 48 shares 48 $15K <0.01% +15 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 591 shares; 2025Q3: 518 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $15K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 711 shares; 2025Q3: 497 shares; 2025Q4: 748 shares; 2026Q1: 861 shares 861 $14K <0.01% +113 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: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 20 shares 20 $14K <0.01% +4 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $14K <0.01% 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: 328 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $14K <0.01% 0 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: 48 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 79 shares; 2025Q3: 71 shares; 2025Q4: 59 shares; 2026Q1: 80 shares 80 $14K <0.01% +21 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: 31 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 181 shares; 2025Q3: 166 shares; 2025Q4: 169 shares; 2026Q1: 197 shares 197 $14K <0.01% +28 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: 35 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 66 shares; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 65 shares 65 $14K <0.01% +13 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $14K <0.01% 0 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522 shares 522 $14K <0.01% new Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $14K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 67 shares; 2025Q3: 44 shares; 2025Q4: 78 shares; 2026Q1: 69 shares 69 $13K <0.01% -9 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: 22 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 51 shares; 2025Q3: 62 shares; 2025Q4: 39 shares; 2026Q1: 51 shares 51 $13K <0.01% +12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 622 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $13K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $13K <0.01% 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: 24 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 40 shares; 2025Q3: 37 shares; 2025Q4: 31 shares; 2026Q1: 45 shares 45 $13K <0.01% +14 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 522 shares; 2026Q1: 500 shares 500 $13K <0.01% -22 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: 48 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 103 shares 103 $13K <0.01% +20 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 56 shares; 2025Q3: 60 shares; 2025Q4: 56 shares; 2026Q1: 60 shares 60 $13K <0.01% +4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 46 shares; 2025Q3: 37 shares; 2025Q4: 40 shares; 2026Q1: 48 shares 48 $13K <0.01% +8 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $13K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 300 shares; 2025Q3: 321 shares; 2025Q4: 251 shares; 2026Q1: 295 shares 295 $13K <0.01% +44 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 47 shares; 2025Q3: 59 shares; 2025Q4: 56 shares; 2026Q1: 62 shares 62 $13K <0.01% +6 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 89 shares; 2025Q3: 122 shares; 2025Q4: 117 shares; 2026Q1: 122 shares 122 $13K <0.01% +5 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: 62 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 439 shares; 2025Q3: 452 shares; 2025Q4: 429 shares; 2026Q1: 100 shares 100 $13K <0.01% -329 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 205 shares; 2025Q3: 203 shares; 2025Q4: 191 shares; 2026Q1: 272 shares 272 $13K <0.01% +81 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: 59 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 87 shares; 2025Q3: 92 shares; 2025Q4: 94 shares; 2026Q1: 99 shares 99 $13K <0.01% +5 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: 176 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 248 shares; 2025Q3: 246 shares; 2025Q4: 257 shares; 2026Q1: 293 shares 293 $13K <0.01% +36 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: 12 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 74 shares; 2025Q3: 73 shares; 2025Q4: 72 shares; 2026Q1: 75 shares 75 $13K <0.01% +3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $13K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 1,077 shares 1,077 $13K <0.01% +1,013 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: 3,985 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 4,423 shares; 2025Q3: 4,626 shares; 2025Q4: 4,863 shares; 2026Q1: 5,100 shares 5,100 $13K <0.01% +237 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 519 shares; 2025Q3: 523 shares; 2025Q4: 540 shares; 2026Q1: 523 shares 523 $13K <0.01% -17 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $13K <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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 806 shares 806 $12K <0.01% 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: 49 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 164 shares; 2025Q3: 652 shares; 2025Q4: 340 shares; 2026Q1: 180 shares 180 $12K <0.01% -160 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 20 shares 20 $12K <0.01% +14 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: 167 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 506 shares; 2025Q3: 508 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $12K <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: 43 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 71 shares; 2025Q3: 46 shares; 2025Q4: 67 shares; 2026Q1: 134 shares 134 $12K <0.01% +67 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: 25 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 18 shares; 2025Q3: 23 shares; 2025Q4: 102 shares; 2026Q1: 31 shares 31 $12K <0.01% -71 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 145 shares; 2025Q3: 123 shares; 2025Q4: 129 shares; 2026Q1: 157 shares 157 $12K <0.01% +28 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: 138 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 96 shares; 2025Q3: 88 shares; 2025Q4: 31 shares; 2026Q1: 130 shares 130 $12K <0.01% +99 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 12 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 31 shares 31 $12K <0.01% +4 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 156 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 175 shares 175 $12K <0.01% +35 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 85 shares; 2025Q3: 65 shares; 2025Q4: 28 shares; 2026Q1: 397 shares 397 $12K <0.01% +369 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $12K <0.01% 0 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: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 61 shares 61 $12K <0.01% -1 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 21 shares; 2025Q4: 24 shares; 2026Q1: 31 shares 31 $12K <0.01% +7 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 54 shares; 2025Q3: 48 shares; 2025Q4: 50 shares; 2026Q1: 54 shares 54 $12K <0.01% +4 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 144 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 130 shares 130 $12K <0.01% -5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 59 shares; 2025Q3: 70 shares; 2025Q4: 57 shares; 2026Q1: 81 shares 81 $12K <0.01% +24 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: 31 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 43 shares; 2025Q3: 47 shares; 2025Q4: 37 shares; 2026Q1: 47 shares 47 $12K <0.01% +10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 23 shares 23 $12K <0.01% +7 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 292 shares; 2025Q3: 284 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $12K <0.01% 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 reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 123 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $12K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $12K <0.01% 0 Timeline FNDF 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: 343 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $12K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 123 shares 123 $12K <0.01% +23 Timeline XRT 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $12K <0.01% 0 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,500 shares 2,500 $12K <0.01% +500 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $12K <0.01% new Timeline ELD 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $12K <0.01% 0 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: 51 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 74 shares; 2025Q3: 65 shares; 2025Q4: 78 shares; 2026Q1: 75 shares 75 $11K <0.01% -3 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 reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $11K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $11K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $11K <0.01% 0 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: 98 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 149 shares; 2025Q3: 133 shares; 2025Q4: 120 shares; 2026Q1: 144 shares 144 $11K <0.01% +24 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 138 shares; 2025Q3: 134 shares; 2025Q4: 148 shares; 2026Q1: 172 shares 172 $11K <0.01% +24 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 164 shares; 2026Q1: 121 shares 121 $11K <0.01% -43 Timeline SCZ 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: 134 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $11K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 323 shares; 2025Q3: 260 shares; 2025Q4: 271 shares; 2026Q1: 260 shares 260 $11K <0.01% -11 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $11K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 154 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 137 shares 137 $11K <0.01% +21 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 19 shares; 2025Q3: 20 shares; 2025Q4: 24 shares; 2026Q1: 35 shares 35 $11K <0.01% +11 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 291 shares; 2025Q3: 413 shares; 2025Q4: 382 shares; 2026Q1: 282 shares 282 $11K <0.01% -100 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 94 shares; 2026Q1: 114 shares 114 $11K <0.01% +20 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 324 shares; 2025Q3: 336 shares; 2025Q4: 119 shares; 2026Q1: 137 shares 137 $11K <0.01% +18 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 54 shares; 2026Q1: 56 shares 56 $11K <0.01% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 89 shares; 2025Q3: 53 shares; 2025Q4: 75 shares; 2026Q1: 99 shares 99 $11K <0.01% +24 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 65 shares; 2025Q3: 69 shares; 2025Q4: 71 shares; 2026Q1: 94 shares 94 $11K <0.01% +23 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: 1 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 57 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $11K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 1,563 shares; 2025Q4: 2,981 shares; 2026Q1: 200 shares 200 $11K <0.01% -2,781 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $11K <0.01% 0 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $11K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $11K <0.01% 0 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $11K <0.01% new 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: 81 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 121 shares; 2025Q3: 122 shares; 2025Q4: 114 shares; 2026Q1: 91 shares 91 $10K <0.01% -23 Timeline IWR 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $10K <0.01% 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: 50 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 65 shares; 2025Q3: 82 shares; 2025Q4: 73 shares; 2026Q1: 63 shares 63 $10K <0.01% -10 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 205 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 50 shares 50 $10K <0.01% -175 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $10K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 728 shares; 2025Q3: 770 shares; 2025Q4: 754 shares; 2026Q1: 897 shares 897 $10K <0.01% +143 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: 40 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 78 shares; 2025Q3: 77 shares; 2025Q4: 72 shares; 2026Q1: 70 shares 70 $10K <0.01% -2 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 reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 111 shares 111 $10K <0.01% +90 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,008 shares 1,008 $10K <0.01% +46 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: 28 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 33 shares; 2026Q1: 39 shares 39 $10K <0.01% +6 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: 27 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 42 shares; 2026Q1: 54 shares 54 $10K <0.01% +12 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $10K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 41 shares; 2026Q1: 47 shares 47 $10K <0.01% +6 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: 37 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 66 shares; 2026Q1: 62 shares 62 $10K <0.01% -4 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 47 shares; 2025Q3: 49 shares; 2025Q4: 25 shares; 2026Q1: 39 shares 39 $10K <0.01% +14 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 84 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 93 shares 93 $10K <0.01% +5 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 31 shares; 2025Q3: 35 shares; 2025Q4: 165 shares; 2026Q1: 44 shares 44 $10K <0.01% -121 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 59 shares; 2025Q3: 56 shares; 2025Q4: 53 shares; 2026Q1: 59 shares 59 $10K <0.01% +6 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 70 shares; 2025Q4: 72 shares; 2026Q1: 99 shares 99 $10K <0.01% +27 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 172 shares; 2026Q1: 202 shares 202 $10K <0.01% +30 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: 16 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 31 shares; 2025Q3: 28 shares; 2025Q4: 43 shares; 2026Q1: 55 shares 55 $10K <0.01% +12 Timeline