NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,188,734 shares; 2025Q1: 2,963,070 shares; 2025Q2: 2,884,622 shares; 2025Q3: 2,804,379 shares; 2025Q4: 2,639,160 shares; 2026Q1: 2,591,180 shares 2,591,180 $454M 10.87% -47,980 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,272,124 shares; 2025Q1: 1,090,204 shares; 2025Q2: 1,115,794 shares; 2025Q3: 1,110,669 shares; 2025Q4: 1,074,212 shares; 2026Q1: 1,045,916 shares 1,045,916 $387M 9.28% -28,296 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,760,814 shares; 2025Q1: 1,534,853 shares; 2025Q2: 1,606,804 shares; 2025Q3: 1,618,890 shares; 2025Q4: 1,611,435 shares; 2026Q1: 1,587,119 shares 1,587,119 $333M 7.98% -24,316 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: not loaded; 2024Q4: 1,249,658 shares; 2025Q1: 1,112,098 shares; 2025Q2: 1,046,976 shares; 2025Q3: 1,020,907 shares; 2025Q4: 993,167 shares; 2026Q1: 1,027,630 shares 1,027,630 $262M 6.27% +34,463 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 818,446 shares; 2025Q1: 828,230 shares; 2025Q2: 846,433 shares; 2025Q3: 842,605 shares; 2025Q4: 821,891 shares; 2026Q1: 761,900 shares 761,900 $222M 5.33% -59,991 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 231,007 shares; 2025Q1: 205,080 shares; 2025Q2: 200,308 shares; 2025Q3: 205,252 shares; 2025Q4: 211,962 shares; 2026Q1: 199,341 shares 199,341 $199M 4.77% -12,621 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 678,482 shares; 2025Q1: 656,647 shares; 2025Q2: 681,546 shares; 2025Q3: 677,943 shares; 2025Q4: 632,061 shares; 2026Q1: 642,863 shares 642,863 $186M 4.45% +10,802 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,609,423 shares; 2025Q1: 1,276,607 shares; 2025Q2: 1,268,425 shares; 2025Q3: 1,285,863 shares; 2025Q4: 1,277,890 shares; 2026Q1: 1,218,639 shares 1,218,639 $152M 3.65% -59,251 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 609,360 shares; 2025Q1: 536,225 shares; 2025Q2: 563,482 shares; 2025Q3: 571,945 shares; 2025Q4: 529,982 shares; 2026Q1: 482,059 shares 482,059 $145M 3.49% -47,923 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,285 shares; 2025Q1: 8,505 shares; 2025Q2: 12,620 shares; 2025Q3: 64,362 shares; 2025Q4: 253,294 shares; 2026Q1: 356,026 shares 356,026 $122M 2.92% +102,732 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,350 shares; 2025Q1: 57,919 shares; 2025Q2: not reported; 2025Q3: 63,980 shares; 2025Q4: 65,522 shares; 2026Q1: 252,018 shares 252,018 $106M 2.55% +186,496 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 loaded; 2024Q4: 373,185 shares; 2025Q1: 366,221 shares; 2025Q2: 335,249 shares; 2025Q3: 312,436 shares; 2025Q4: 318,068 shares; 2026Q1: 881,422 shares 881,422 $92.5M 2.22% +563,354 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,997 shares; 2025Q1: 44,619 shares; 2025Q2: 47,632 shares; 2025Q3: 53,115 shares; 2025Q4: 129,801 shares; 2026Q1: 237,237 shares 237,237 $74.2M 1.78% +107,436 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128,285 shares; 2025Q1: 129,693 shares; 2025Q2: 134,669 shares; 2025Q3: 160,131 shares; 2025Q4: 151,383 shares; 2026Q1: 148,774 shares 148,774 $68.7M 1.65% -2,609 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,228 shares; 2025Q1: 78,091 shares; 2025Q2: not reported; 2025Q3: 89,229 shares; 2025Q4: 85,899 shares; 2026Q1: 187,993 shares 187,993 $67.9M 1.63% +102,094 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,079 shares; 2025Q1: 72,725 shares; 2025Q2: not reported; 2025Q3: 66,410 shares; 2025Q4: 60,953 shares; 2026Q1: 134,380 shares 134,380 $66.7M 1.6% +73,427 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,310 shares; 2025Q1: 3,300 shares; 2025Q2: 10,854 shares; 2025Q3: 20,199 shares; 2025Q4: 23,545 shares; 2026Q1: 41,197 shares 41,197 $61.5M 1.47% +17,652 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 106,815 shares; 2025Q3: 404,943 shares; 2025Q4: 625,744 shares; 2026Q1: 655,952 shares 655,952 $60.6M 1.45% +30,208 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,085 shares; 2025Q1: 149,068 shares; 2025Q2: 151,958 shares; 2025Q3: 159,936 shares; 2025Q4: 176,367 shares; 2026Q1: 177,916 shares 177,916 $58.8M 1.41% +1,549 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,902 shares; 2025Q1: 110,574 shares; 2025Q2: 124,279 shares; 2025Q3: 142,028 shares; 2025Q4: 178,434 shares; 2026Q1: 217,878 shares 217,878 $51.1M 1.22% +39,444 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 651,859 shares; 2025Q1: 818,928 shares; 2025Q2: 927,478 shares; 2025Q3: 1,071,900 shares; 2025Q4: 1,211,331 shares; 2026Q1: 798,907 shares 798,907 $50.2M 1.2% -412,424 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,933 shares; 2025Q1: 108,353 shares; 2025Q2: 112,322 shares; 2025Q3: 131,193 shares; 2025Q4: 130,489 shares; 2026Q1: 100,712 shares 100,712 $43.7M 1.05% -29,777 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138,230 shares; 2025Q1: 130,418 shares; 2025Q2: 147,715 shares; 2025Q3: 135,589 shares; 2025Q4: 69,700 shares; 2026Q1: 46,321 shares 46,321 $43.2M 1.04% -23,379 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,105 shares; 2025Q1: 75,788 shares; 2025Q2: 70,830 shares; 2025Q3: 70,479 shares; 2025Q4: 69,062 shares; 2026Q1: 73,288 shares 73,288 $41.5M 0.99% +4,226 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 9,950 shares; 2025Q2: not reported; 2025Q3: 29,772 shares; 2025Q4: 30,486 shares; 2026Q1: 119,189 shares 119,189 $40M 0.96% +88,703 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163,798 shares; 2025Q1: 133,212 shares; 2025Q2: 121,328 shares; 2025Q3: 331,426 shares; 2025Q4: 340,085 shares; 2026Q1: 246,286 shares 246,286 $39.9M 0.96% -93,799 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268,337 shares; 2025Q1: 207,670 shares; 2025Q2: 182,544 shares; 2025Q3: 181,218 shares; 2025Q4: 158,178 shares; 2026Q1: 106,121 shares 106,121 $34.9M 0.84% -52,057 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157,513 shares; 2025Q1: 97,228 shares; 2025Q2: 96,325 shares; 2025Q3: 95,482 shares; 2025Q4: 92,891 shares; 2026Q1: 102,778 shares 102,778 $31.7M 0.76% +9,887 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283,217 shares; 2025Q1: 152,583 shares; 2025Q2: 140,333 shares; 2025Q3: 114,376 shares; 2025Q4: 94,857 shares; 2026Q1: 73,972 shares 73,972 $29.3M 0.7% -20,885 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257,595 shares; 2025Q1: 238,550 shares; 2025Q2: 235,764 shares; 2025Q3: 227,664 shares; 2025Q4: 173,803 shares; 2026Q1: 149,597 shares 149,597 $28.3M 0.68% -24,206 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,935 shares; 2025Q1: 133,130 shares; 2025Q2: 113,598 shares; 2025Q3: 113,348 shares; 2025Q4: 56,282 shares; 2026Q1: 54,181 shares 54,181 $26.7M 0.64% -2,101 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229,459 shares; 2025Q1: 198,212 shares; 2025Q2: 195,537 shares; 2025Q3: 207,175 shares; 2025Q4: 115,464 shares; 2026Q1: 116,342 shares 116,342 $23.6M 0.57% +878 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,028,569 shares; 2025Q1: 825,216 shares; 2025Q2: 442,760 shares; 2025Q3: 289,752 shares; 2025Q4: 228,915 shares; 2026Q1: 175,744 shares 175,744 $22.2M 0.53% -53,171 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,582 shares; 2025Q1: 81,293 shares; 2025Q2: 78,776 shares; 2025Q3: 77,868 shares; 2025Q4: 76,009 shares; 2026Q1: 84,178 shares 84,178 $20.5M 0.49% +8,169 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,772 shares; 2025Q4: 48,000 shares; 2026Q1: 414,013 shares 414,013 $19.8M 0.48% +366,013 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,135 shares; 2025Q1: 3,795 shares; 2025Q2: 3,895 shares; 2025Q3: 525 shares; 2025Q4: 101,778 shares; 2026Q1: 57,818 shares 57,818 $19.4M 0.46% -43,960 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298,614 shares; 2025Q1: 200,420 shares; 2025Q2: 229,633 shares; 2025Q3: 227,749 shares; 2025Q4: 208,038 shares; 2026Q1: 124,314 shares 124,314 $18.8M 0.45% -83,724 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,452 shares; 2025Q1: 126,269 shares; 2025Q2: 124,494 shares; 2025Q3: 110,680 shares; 2025Q4: 108,340 shares; 2026Q1: 112,686 shares 112,686 $18.1M 0.43% +4,346 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 485,123 shares; 2025Q1: 502,679 shares; 2025Q2: 246,877 shares; 2025Q3: 239,705 shares; 2025Q4: 176,793 shares; 2026Q1: 153,006 shares 153,006 $18.1M 0.43% -23,787 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230,847 shares; 2025Q1: 126,759 shares; 2025Q2: 87,955 shares; 2025Q3: 86,091 shares; 2025Q4: 83,267 shares; 2026Q1: 59,559 shares 59,559 $17.5M 0.42% -23,708 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,183 shares; 2025Q1: 1,074 shares; 2025Q2: 2,676 shares; 2025Q3: 3,285 shares; 2025Q4: 8,973 shares; 2026Q1: 17,590 shares 17,590 $15.7M 0.38% +8,617 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: not loaded; 2024Q4: 301,997 shares; 2025Q1: 253,927 shares; 2025Q2: 211,986 shares; 2025Q3: 191,740 shares; 2025Q4: 163,025 shares; 2026Q1: 140,699 shares 140,699 $14.6M 0.35% -22,326 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 479,654 shares; 2025Q1: 258,445 shares; 2025Q2: 310,947 shares; 2025Q3: 262,072 shares; 2025Q4: 180,200 shares; 2026Q1: 176,940 shares 176,940 $14.2M 0.34% -3,260 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 7,084 shares; 2026Q1: 8,251 shares 8,251 $12.8M 0.31% +1,167 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,645 shares; 2025Q1: 200,546 shares; 2025Q2: 174,723 shares; 2025Q3: 173,297 shares; 2025Q4: 142,830 shares; 2026Q1: 156,749 shares 156,749 $12.3M 0.3% +13,919 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 62,182 shares 62,182 $12.1M 0.29% +61,780 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,502 shares 24,502 $11.7M 0.28% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,855 shares; 2025Q1: 15,445 shares; 2025Q2: 14,555 shares; 2025Q3: 15,178 shares; 2025Q4: 16,579 shares; 2026Q1: 14,629 shares 14,629 $10.6M 0.26% -1,950 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,322 shares 11,322 $7.9M 0.19% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,202 shares; 2025Q1: 42,860 shares; 2025Q2: 47,589 shares; 2025Q3: 49,562 shares; 2025Q4: 74,588 shares; 2026Q1: 102,085 shares 102,085 $7.77M 0.19% +27,497 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,853 shares 220,853 $7.41M 0.18% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,462 shares 89,462 $7.4M 0.18% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 855 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 775 shares; 2026Q1: 25,732 shares 25,732 $5.91M 0.14% +24,957 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,522 shares; 2025Q1: 21,150 shares; 2025Q2: not reported; 2025Q3: 12,340 shares; 2025Q4: 11,672 shares; 2026Q1: 27,969 shares 27,969 $5.51M 0.13% +16,297 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,018 shares; 2025Q1: 20,695 shares; 2025Q2: 30,819 shares; 2025Q3: 38,886 shares; 2025Q4: 37,600 shares; 2026Q1: 9,452 shares 9,452 $5.44M 0.13% -28,148 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,228 shares; 2025Q1: 59,860 shares; 2025Q2: 64,582 shares; 2025Q3: 65,211 shares; 2025Q4: 59,398 shares; 2026Q1: 29,720 shares 29,720 $5.41M 0.13% -29,678 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,436 shares; 2025Q1: 7,530 shares; 2025Q2: 8,049 shares; 2025Q3: 8,210 shares; 2025Q4: 7,674 shares; 2026Q1: 7,007 shares 7,007 $5.09M 0.12% -667 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,283 shares; 2025Q1: 15,981 shares; 2025Q2: 3,752 shares; 2025Q3: 3,547 shares; 2025Q4: 26,652 shares; 2026Q1: 15,545 shares 15,545 $4.73M 0.11% -11,107 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,290 shares 38,290 $4.63M 0.11% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,195 shares 40,195 $4.46M 0.11% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,045 shares 94,045 $4.44M 0.11% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,264 shares; 2025Q1: 18,848 shares; 2025Q2: 7,461 shares; 2025Q3: 17,524 shares; 2025Q4: 28,735 shares; 2026Q1: 38,669 shares 38,669 $4.08M 0.1% +9,934 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,311 shares; 2025Q1: 23,633 shares; 2025Q2: 23,433 shares; 2025Q3: 23,403 shares; 2025Q4: 18,828 shares; 2026Q1: 33,331 shares 33,331 $4.02M 0.1% +14,503 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,270 shares; 2025Q1: 3,405 shares; 2025Q2: 5,042 shares; 2025Q3: 3,093 shares; 2025Q4: 3,341 shares; 2026Q1: 8,327 shares 8,327 $3.98M 0.1% +4,986 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,124 shares; 2025Q1: 32,956 shares; 2025Q2: 27,640 shares; 2025Q3: 107,690 shares; 2025Q4: 19,572 shares; 2026Q1: 27,734 shares 27,734 $3.88M 0.09% +8,162 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147,583 shares; 2025Q1: 120,870 shares; 2025Q2: 40,590 shares; 2025Q3: 42,958 shares; 2025Q4: 44,922 shares; 2026Q1: 45,739 shares 45,739 $3.77M 0.09% +817 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,323 shares; 2025Q1: 8,816 shares; 2025Q2: 8,041 shares; 2025Q3: 8,103 shares; 2025Q4: 7,912 shares; 2026Q1: 15,476 shares 15,476 $3.75M 0.09% +7,564 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,534 shares; 2026Q1: 74,997 shares 74,997 $3.67M 0.09% +29,463 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,409 shares; 2025Q1: 7,025 shares; 2025Q2: 18,199 shares; 2025Q3: 17,316 shares; 2025Q4: 16,814 shares; 2026Q1: 14,807 shares 14,807 $3.6M 0.09% -2,007 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,172 shares 326,172 $3.55M 0.09% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,186 shares; 2025Q1: 36,293 shares; 2025Q2: 36,217 shares; 2025Q3: 36,416 shares; 2025Q4: 35,736 shares; 2026Q1: 43,132 shares 43,132 $3.35M 0.08% +7,396 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,104 shares; 2025Q1: 18,804 shares; 2025Q2: 18,588 shares; 2025Q3: 18,548 shares; 2025Q4: 18,151 shares; 2026Q1: 31,700 shares 31,700 $3.26M 0.08% +13,549 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,967 shares 107,967 $3.13M 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 274 shares; 2025Q2: 796 shares; 2025Q3: 106 shares; 2025Q4: 1,010 shares; 2026Q1: 32,576 shares 32,576 $3.13M 0.08% +31,566 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,311 shares 41,311 $3.02M 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,905 shares; 2025Q1: 11,935 shares; 2025Q2: 11,905 shares; 2025Q3: 11,875 shares; 2025Q4: 12,523 shares; 2026Q1: 20,780 shares 20,780 $3.01M 0.07% +8,257 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 175 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 200 shares; 2026Q1: 3,459 shares 3,459 $2.99M 0.07% +3,259 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,436 shares 118,436 $2.96M 0.07% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 655 shares; 2026Q1: 1,666 shares 1,666 $2.87M 0.07% +1,011 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 100 shares; 2025Q2: 947 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 4,388 shares 4,388 $2.86M 0.07% +3,753 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 15,262 shares; 2025Q2: 20,900 shares; 2025Q3: 20,520 shares; 2025Q4: 20,615 shares; 2026Q1: 23,034 shares 23,034 $2.84M 0.07% +2,419 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,722 shares; 2025Q1: 13,299 shares; 2025Q2: 13,273 shares; 2025Q3: 12,343 shares; 2025Q4: 9,843 shares; 2026Q1: 9,808 shares 9,808 $2.72M 0.07% -35 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,847 shares; 2025Q2: not reported; 2025Q3: 4,847 shares; 2025Q4: 4,847 shares; 2026Q1: 70,235 shares 70,235 $2.7M 0.06% +65,388 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,093 shares 38,093 $2.68M 0.06% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,508 shares; 2025Q1: 3,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,447 shares 5,447 $2.64M 0.06% new 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: not loaded; 2024Q4: 74,154 shares; 2025Q1: 58,887 shares; 2025Q2: 55,568 shares; 2025Q3: 37,434 shares; 2025Q4: 31,301 shares; 2026Q1: 31,956 shares 31,956 $2.57M 0.06% +655 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,970 shares; 2025Q3: 27,890 shares; 2025Q4: 985 shares; 2026Q1: 55,190 shares 55,190 $2.54M 0.06% +54,205 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 27,090 shares 27,090 $2.46M 0.06% +27,020 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,944 shares; 2025Q1: 984 shares; 2025Q2: 1,844 shares; 2025Q3: 1,356 shares; 2025Q4: 1,134 shares; 2026Q1: 4,926 shares 4,926 $2.46M 0.06% +3,792 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,963 shares 3,963 $2.44M 0.06% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 2 shares; 2025Q2: 15 shares; 2025Q3: 895 shares; 2025Q4: 898 shares; 2026Q1: 9,630 shares 9,630 $2.4M 0.06% +8,732 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,092 shares 6,092 $2.39M 0.06% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,491 shares; 2025Q1: 5,197 shares; 2025Q2: 5,093 shares; 2025Q3: 4,485 shares; 2025Q4: 4,430 shares; 2026Q1: 4,216 shares 4,216 $2.37M 0.06% -214 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,448 shares 31,448 $2.29M 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,118 shares; 2025Q1: 11,907 shares; 2025Q2: 11,550 shares; 2025Q3: 11,966 shares; 2025Q4: 11,878 shares; 2026Q1: 6,273 shares 6,273 $2.26M 0.05% -5,605 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 1,339 shares; 2025Q4: 1,102 shares; 2026Q1: 661 shares 661 $2.25M 0.05% -441 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 19,613 shares 19,613 $2.22M 0.05% +18,961 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,572 shares; 2025Q1: 14,547 shares; 2025Q2: 14,410 shares; 2025Q3: 14,285 shares; 2025Q4: 14,132 shares; 2026Q1: 14,037 shares 14,037 $2.2M 0.05% -95 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,013 shares 15,013 $2.12M 0.05% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,145 shares; 2025Q1: 13,758 shares; 2025Q2: 13,958 shares; 2025Q3: 13,958 shares; 2025Q4: 13,958 shares; 2026Q1: 13,945 shares 13,945 $2.1M 0.05% -13 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,282 shares 3,282 $2.09M 0.05% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 382 shares; 2025Q2: 474 shares; 2025Q3: 462 shares; 2025Q4: 212 shares; 2026Q1: 1,904 shares 1,904 $2.06M 0.05% +1,692 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,673 shares; 2025Q1: 5,222 shares; 2025Q2: 5,221 shares; 2025Q3: 6,813 shares; 2025Q4: 6,874 shares; 2026Q1: 6,985 shares 6,985 $2.03M 0.05% +111 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 8,602 shares 8,602 $1.99M 0.05% +8,578 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,405 shares; 2025Q1: 17,598 shares; 2025Q2: 16,336 shares; 2025Q3: 14,529 shares; 2025Q4: 13,543 shares; 2026Q1: 12,708 shares 12,708 $1.98M 0.05% -835 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,226 shares; 2025Q1: 8,987 shares; 2025Q2: 8,898 shares; 2025Q3: 8,869 shares; 2025Q4: 9,609 shares; 2026Q1: 9,852 shares 9,852 $1.91M 0.05% +243 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,062 shares 9,062 $1.89M 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,815 shares 23,815 $1.89M 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,379 shares 8,379 $1.76M 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,358 shares 5,358 $1.75M 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 92 shares; 2026Q1: 6,365 shares 6,365 $1.69M 0.04% +6,273 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,124 shares; 2025Q3: 11,344 shares; 2025Q4: 15,000 shares; 2026Q1: 25,000 shares 25,000 $1.64M 0.04% +10,000 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,879 shares 2,879 $1.57M 0.04% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,685 shares 19,685 $1.55M 0.04% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,600 shares; 2025Q1: 10,610 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $1.53M 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 205 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 155 shares; 2026Q1: 20,994 shares 20,994 $1.51M 0.04% +20,839 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,644 shares; 2025Q1: 5,233 shares; 2025Q2: 5,204 shares; 2025Q3: 5,196 shares; 2025Q4: 5,096 shares; 2026Q1: 5,026 shares 5,026 $1.45M 0.03% -70 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 2,572 shares 2,572 $1.41M 0.03% +2,520 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,593 shares 7,593 $1.38M 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 775 shares; 2025Q4: 415 shares; 2026Q1: 3,237 shares 3,237 $1.38M 0.03% +2,822 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,899 shares 15,899 $1.35M 0.03% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,689 shares 6,689 $1.34M 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,922 shares 5,922 $1.33M 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,331 shares; 2026Q1: 3,725 shares 3,725 $1.31M 0.03% +2,394 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,270 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,985 shares; 2025Q4: 4,110 shares; 2026Q1: 11,510 shares 11,510 $1.27M 0.03% +7,400 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,159 shares; 2025Q3: 1,109 shares; 2025Q4: 808 shares; 2026Q1: 5,813 shares 5,813 $1.26M 0.03% +5,005 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 985 shares; 2026Q1: 12,992 shares 12,992 $1.25M 0.03% +12,007 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 6,511 shares 6,511 $1.24M 0.03% +6,496 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares 10,794 $1.18M 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,033 shares 15,033 $1.18M 0.03% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares 7,867 $1.14M 0.03% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,323 shares 14,323 $1.07M 0.03% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,993 shares 5,993 $1.03M 0.02% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,595 shares 7,595 $986K 0.02% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,617 shares; 2025Q1: 3,287 shares; 2025Q2: 3,118 shares; 2025Q3: 2,422 shares; 2025Q4: 2,293 shares; 2026Q1: 2,704 shares 2,704 $984K 0.02% +411 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,550 shares; 2025Q3: 9,950 shares; 2025Q4: 12,225 shares; 2026Q1: 22,606 shares 22,606 $938K 0.02% +10,381 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,685 shares 16,685 $926K 0.02% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,708 shares; 2025Q1: 34,205 shares; 2025Q2: 29,660 shares; 2025Q3: 25,881 shares; 2025Q4: 20,418 shares; 2026Q1: 18,077 shares 18,077 $916K 0.02% -2,341 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,521 shares; 2025Q1: 15,184 shares; 2025Q2: 14,852 shares; 2025Q3: 14,697 shares; 2025Q4: 14,993 shares; 2026Q1: 16,142 shares 16,142 $914K 0.02% +1,149 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,678 shares 5,678 $907K 0.02% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 5,584 shares; 2025Q4: 510 shares; 2026Q1: 6,654 shares 6,654 $902K 0.02% +6,144 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 9,052 shares 9,052 $899K 0.02% +8,652 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,066 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 4,800 shares; 2025Q4: 4,135 shares; 2026Q1: 19,772 shares 19,772 $896K 0.02% +15,637 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $876K 0.02% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,556 shares 2,556 $875K 0.02% new 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: not loaded; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 50,217 shares 50,217 $866K 0.02% +50,016 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,136 shares 33,136 $863K 0.02% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,340 shares 18,340 $861K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,163 shares 7,163 $847K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,606 shares 9,606 $832K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 1,131 shares 1,131 $824K 0.02% +1,097 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 40 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 145 shares; 2026Q1: 851 shares 851 $819K 0.02% +706 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,090 shares 8,090 $804K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 3,332 shares 3,332 $777K 0.02% +3,264 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,880 shares 16,880 $763K 0.02% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,614 shares 5,614 $747K 0.02% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 2,974 shares 2,974 $742K 0.02% +2,599 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,134 shares 3,134 $741K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $736K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,006 shares; 2025Q1: 63,856 shares; 2025Q2: 31,165 shares; 2025Q3: 27,665 shares; 2025Q4: 23,065 shares; 2026Q1: 25,715 shares 25,715 $727K 0.02% +2,650 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,628 shares 6,628 $720K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,913 shares 2,913 $713K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,458 shares 16,458 $710K 0.02% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares 14,300 $706K 0.02% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,333 shares 9,333 $703K 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,518 shares 3,518 $687K 0.02% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,915 shares 46,915 $685K 0.02% new 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: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 5,137 shares 5,137 $679K 0.02% +3,557 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 3,086 shares 3,086 $676K 0.02% +2,979 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,267 shares 1,267 $661K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares; 2026Q1: 3,963 shares 3,963 $650K 0.02% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,226 shares 28,226 $644K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,178 shares 2,178 $635K 0.02% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,000 shares; 2025Q1: 12,520 shares; 2025Q2: not reported; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares 12,650 $632K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 372 shares; 2025Q2: 398 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 631 shares 631 $619K 0.01% +199 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,182 shares 3,182 $618K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,637 shares 22,637 $591K 0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 3,257 shares; 2025Q4: 1,570 shares; 2026Q1: 2,866 shares 2,866 $590K 0.01% +1,296 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,941 shares 4,941 $584K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,264 shares 6,264 $578K 0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,249 shares 4,249 $575K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,116 shares 4,116 $574K 0.01% new Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,669 shares 5,669 $548K 0.01% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,085 shares; 2025Q1: 23,605 shares; 2025Q2: 28,521 shares; 2025Q3: 18,662 shares; 2025Q4: 2,832 shares; 2026Q1: 3,695 shares 3,695 $539K 0.01% +863 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,611 shares 10,611 $534K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,243 shares 6,243 $531K 0.01% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,243 shares 3,243 $530K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 1,611 shares 1,611 $513K 0.01% +1,519 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 1,484 shares 1,484 $507K 0.01% -898 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,640 shares 6,640 $500K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,534 shares 7,534 $499K 0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,443 shares 5,443 $499K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,397 shares; 2025Q1: 6,493 shares; 2025Q2: 7,789 shares; 2025Q3: 7,789 shares; 2025Q4: 7,657 shares; 2026Q1: 7,625 shares 7,625 $497K 0.01% -32 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,782 shares 3,782 $495K 0.01% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares 1,681 $492K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $484K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,893 shares 1,893 $475K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 1,740 shares 1,740 $474K 0.01% +1,659 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 730 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 1,398 shares; 2026Q1: 2,840 shares 2,840 $468K 0.01% +1,442 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares 71 $468K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares 772 $467K 0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $463K 0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,590 shares 1,590 $457K 0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $454K 0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,782 shares 3,782 $454K 0.01% new Timeline NP NEPTUNE INS HLDGS INC More: the full row for NEPTUNE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,509 shares 18,509 $448K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,798 shares; 2025Q1: 5,345 shares; 2025Q2: 5,003 shares; 2025Q3: 4,980 shares; 2025Q4: 5,086 shares; 2026Q1: 5,680 shares 5,680 $438K 0.01% +594 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,078 shares; 2025Q1: not reported; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 7,656 shares; 2026Q1: 7,656 shares 7,656 $435K 0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,299 shares 2,299 $431K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 1,765 shares 1,765 $428K 0.01% +1,700 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,980 shares 13,980 $408K 0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,054 shares 4,054 $401K 0.01% new 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: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,725 shares 2,725 $394K 0.01% +175 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $384K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares 1,315 $377K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,413 shares; 2025Q1: 9,690 shares; 2025Q2: 8,272 shares; 2025Q3: 6,749 shares; 2025Q4: 5,522 shares; 2026Q1: 4,270 shares 4,270 $375K 0.01% -1,252 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,534 shares; 2025Q1: 3,534 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,179 shares; 2026Q1: 3,124 shares 3,124 $374K 0.01% -55 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,128 shares 5,128 $368K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares 5,462 $358K 0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,971 shares 3,971 $340K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,634 shares 3,634 $333K 0.01% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 576 shares 576 $332K 0.01% +106 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 2,318 shares 2,318 $315K 0.01% +2,158 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,073 shares; 2025Q1: 1,048 shares; 2025Q2: 948 shares; 2025Q3: 1,163 shares; 2025Q4: 1,120 shares; 2026Q1: 970 shares 970 $315K 0.01% -150 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares 7,807 $313K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 226 shares 226 $312K 0.01% -340 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: not loaded; 2024Q4: 8,514 shares; 2025Q1: 7,871 shares; 2025Q2: 7,971 shares; 2025Q3: 6,831 shares; 2025Q4: 6,483 shares; 2026Q1: 6,251 shares 6,251 $311K 0.01% -232 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,696 shares 6,696 $307K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,491 shares; 2025Q1: 686 shares; 2025Q2: 360 shares; 2025Q3: 475 shares; 2025Q4: 426 shares; 2026Q1: 1,077 shares 1,077 $291K 0.01% +651 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966 shares 966 $288K 0.01% new Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,035 shares 12,035 $288K 0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $285K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,810 shares; 2025Q1: 2,830 shares; 2025Q2: 5,754 shares; 2025Q3: 2,355 shares; 2025Q4: 945 shares; 2026Q1: 7,982 shares 7,982 $284K 0.01% +7,037 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares 334 $283K 0.01% new Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,872 shares 10,872 $281K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236 $276K 0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,937 shares 12,937 $267K 0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $266K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,204 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $256K 0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,829 shares 9,829 $256K 0.01% new 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: not loaded; 2024Q4: 2,590 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,267 shares 1,267 $243K 0.01% +206 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,680 shares; 2025Q1: 750 shares; 2025Q2: 930 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 2,080 shares 2,080 $239K 0.01% +900 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: 1,020 shares 1,020 $231K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares 3,104 $228K 0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares 4,725 $225K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 180 shares; 2025Q2: 50 shares; 2025Q3: 9 shares; 2025Q4: 4,147 shares; 2026Q1: 806 shares 806 $225K 0.01% -3,341 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $221K 0.01% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $218K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,208 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,554 shares; 2025Q4: 3,354 shares; 2026Q1: 3,744 shares 3,744 $215K 0.01% +390 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,277 shares 5,277 $212K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 612 shares; 2025Q1: 824 shares; 2025Q2: 776 shares; 2025Q3: 614 shares; 2025Q4: 539 shares; 2026Q1: 465 shares 465 $208K <0.01% -74 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259 shares; 2026Q1: 4,995 shares 4,995 $199K <0.01% +4,736 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 354 shares; 2025Q2: 304 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $196K <0.01% 0 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: not loaded; 2024Q4: 1,235 shares; 2025Q1: 1,080 shares; 2025Q2: 860 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 655 shares 655 $189K <0.01% -35 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 3,321 shares; 2025Q2: 3,271 shares; 2025Q3: 3,157 shares; 2025Q4: 3,126 shares; 2026Q1: 2,660 shares 2,660 $188K <0.01% -466 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares 625 $185K <0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares 2,250 $182K <0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares 542 $179K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,467 shares 2,467 $176K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,308 shares 2,308 $172K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381 $152K <0.01% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 413 shares; 2026Q1: 3,999 shares 3,999 $151K <0.01% +3,586 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,968 shares; 2026Q1: 1,595 shares 1,595 $150K <0.01% -5,373 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256 shares 2,256 $149K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,429 shares; 2025Q4: 1,329 shares; 2026Q1: 1,429 shares 1,429 $129K <0.01% +100 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,179 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $126K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 717 shares; 2025Q2: 676 shares; 2025Q3: 2,084 shares; 2025Q4: 2,040 shares; 2026Q1: 1,707 shares 1,707 $122K <0.01% -333 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $122K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,705 shares; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,365 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $121K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $120K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,246 shares; 2025Q1: 2,110 shares; 2025Q2: 2,086 shares; 2025Q3: 1,150 shares; 2025Q4: 860 shares; 2026Q1: 681 shares 681 $120K <0.01% -179 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares 890 $118K <0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares 615 $118K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,877 shares; 2025Q1: 3,877 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,877 shares; 2026Q1: 3,877 shares 3,877 $115K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares 1,784 $107K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,310 shares; 2025Q1: 2,044 shares; 2025Q2: 1,576 shares; 2025Q3: 1,568 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares 1,534 $107K <0.01% 0 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: not loaded; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 1,242 shares 1,242 $106K <0.01% +1,042 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,849 shares 7,849 $106K <0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $103K <0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $101K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares 1,445 $100K <0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares 1,658 $98.9K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $97.6K <0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506 $95.8K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 635 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $94.8K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares 541 $93.4K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $90.5K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 538 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 695 shares 695 $84.2K <0.01% -28 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,755 shares 2,755 $82.8K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,205 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $81.7K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,868 shares 1,868 $79.3K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,522 shares 2,522 $77.3K <0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $73.4K <0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $71.1K <0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $68.5K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $68.5K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $67.6K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $60.3K <0.01% 0 Timeline FIDU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $59.6K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $59.1K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $58.3K <0.01% new Timeline DFAU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $56.4K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,720 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $55.8K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares 1,173 $53.1K <0.01% new Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares 1,913 $51.3K <0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $50.7K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183,869 shares; 2025Q1: 9,015 shares; 2025Q2: 8,287 shares; 2025Q3: 6,515 shares; 2025Q4: 60 shares; 2026Q1: 405 shares 405 $49.5K <0.01% +345 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $48K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 581 shares 581 $47K <0.01% +560 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares 642 $46.8K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $45.6K <0.01% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 436 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $44.9K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 400 shares 400 $44.6K <0.01% -60 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $43.2K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,035 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $42.8K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 190 shares; 2025Q2: 170 shares; 2025Q3: 200 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $42K <0.01% 0 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: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $41.4K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $40.9K <0.01% new Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares 572 $40.8K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 2,205 shares; 2025Q2: 1,935 shares; 2025Q3: 1,195 shares; 2025Q4: 715 shares; 2026Q1: 330 shares 330 $39.1K <0.01% -385 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $38.6K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,304 shares 4,304 $37.1K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares 255 $36.9K <0.01% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $35.6K <0.01% new 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: not loaded; 2024Q4: 2,594 shares; 2025Q1: 2,150 shares; 2025Q2: 2,087 shares; 2025Q3: 787 shares; 2025Q4: 412 shares; 2026Q1: 146 shares 146 $35K <0.01% -266 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $34K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $33.7K <0.01% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $32.8K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332 $32K <0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares 397 $32K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 215 shares; 2025Q1: 175 shares; 2025Q2: 95 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 89 shares 89 $31.6K <0.01% +74 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,330 shares 1,330 $29.4K <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $29.1K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $28.9K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $28.4K <0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $26.7K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,745 shares 5,745 $26.4K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares 685 $26.3K <0.01% new Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 465 shares 465 $24.9K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 655 shares; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $24.8K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $23.6K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares 262 $23.2K <0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $22K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares 635 $21.9K <0.01% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $21.7K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares 188 $20.8K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 464 shares; 2025Q2: 1,766 shares; 2025Q3: 1,712 shares; 2025Q4: 1,751 shares; 2026Q1: 429 shares 429 $19.5K <0.01% -1,322 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 600 shares; 2026Q1: 385 shares 385 $19.5K <0.01% -215 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 970 shares; 2025Q4: 670 shares; 2026Q1: 290 shares 290 $18.2K <0.01% -380 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: not loaded; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $17.8K <0.01% 0 Timeline FUTY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares 297 $17.5K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $17.5K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $16.7K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 586 shares; 2026Q1: 246 shares 246 $16.6K <0.01% -340 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,435 shares; 2025Q3: 1,500 shares; 2025Q4: 750 shares; 2026Q1: 250 shares 250 $16.3K <0.01% -500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $16K <0.01% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares 143 $15.7K <0.01% new Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares 412 $15.4K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $15.4K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $15.3K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 48 shares; 2026Q1: 73 shares 73 $15.3K <0.01% +25 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $14.8K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $14.4K <0.01% 0 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $14K <0.01% new Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464 $13.7K <0.01% new Timeline TASK TASKUS INC More: the full row for TASKUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,038 shares 2,038 $13.7K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $13.6K <0.01% new Timeline FMAT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares 234 $13.5K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $13.4K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13.3K <0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $13K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 225 shares 225 $12.5K <0.01% -50 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $12.5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $12K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares 158 $11K <0.01% new 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: not loaded; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $9.89K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares 4,700 $9.78K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.29K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $9.12K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $8.99K <0.01% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $8.63K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares 1,217 $8.52K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $8.37K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 57 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $8.33K <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $8.19K <0.01% 0 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $7.45K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27 $7.31K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91 $6.73K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 662 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 50 shares 50 $6.3K <0.01% -2 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $5.87K <0.01% 0 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: not loaded; 2024Q4: 208 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $5.44K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $5.01K <0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.93K <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206 shares 206 $4.8K <0.01% new Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $4.71K <0.01% 0 Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares 980 $4.58K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 190 shares 190 $4.31K <0.01% +140 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,665 shares; 2025Q1: 22,125 shares; 2025Q2: 21,650 shares; 2025Q3: 19,900 shares; 2025Q4: 250 shares; 2026Q1: 130 shares 130 $4.2K <0.01% -120 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares 74 $4.19K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $4.02K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $3.62K <0.01% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.52K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $3.5K <0.01% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $3.34K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 366 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 25 shares 25 $3.25K <0.01% -141 Timeline CTNM CONTINEUM THERAPEUTICS INC More: the full row for CONTINEUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $2.95K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $2.81K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 82 shares; 2026Q1: 66 shares 66 $2.8K <0.01% -16 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 225 shares; 2026Q1: 100 shares 100 $2.77K <0.01% -125 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $2.69K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $2.64K <0.01% new Timeline MNOV MEDICINOVA INC More: the full row for MEDICINOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850 $2.62K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 1,650 shares; 2026Q1: 180 shares 180 $2.46K <0.01% -1,470 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $2.45K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.17K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88 $2.02K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $2.01K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 240 shares; 2025Q4: 222 shares; 2026Q1: 145 shares 145 $1.87K <0.01% -77 Timeline FHLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26 $1.83K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.82K <0.01% 0 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $1.62K <0.01% new Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 665 shares; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $1.61K <0.01% 0 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $1.23K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $1.11K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,283 shares; 2025Q1: 120 shares; 2025Q2: 1,065 shares; 2025Q3: 717 shares; 2025Q4: 70 shares; 2026Q1: 20 shares 20 $1.06K <0.01% -50 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 352 shares; 2025Q2: 322 shares; 2025Q3: 232 shares; 2025Q4: 166 shares; 2026Q1: 113 shares 113 $989 <0.01% -53 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $985 <0.01% 0 Timeline ATRA ATARA BIOTHERAPEUTICS INC More: the full row for ATARA BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $906 <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $879 <0.01% 0 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $761 <0.01% 0 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: not loaded; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $718 <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 90 shares; 2025Q2: 102 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $716 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $676 <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $526 <0.01% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $511 <0.01% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $510 <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $253 <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $114 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $74 <0.01% new Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $54 <0.01% new Timeline POCI PRECISION OPTICS CORP INC MA More: the full row for PRECISION OPTICS CORP INC MA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $44 <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $31 <0.01% 0 Timeline