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: restricted; 2024Q4: 53,297 shares; 2025Q1: 52,445 shares; 2025Q2: 52,423 shares; 2025Q3: 52,554 shares; 2025Q4: 48,067 shares; 2026Q1: 39,051 shares 39,051 $25.5M 7.14% -9,016 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 43 shares; 2025Q2: 38 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 24 shares 24 $17.2M 4.83% -7 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,455 shares; 2025Q1: 187,610 shares; 2025Q2: 193,610 shares; 2025Q3: 193,010 shares; 2025Q4: 193,010 shares; 2026Q1: 158,430 shares 158,430 $13.1M 3.66% -34,580 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,993 shares; 2025Q1: 88,933 shares; 2025Q2: 89,857 shares; 2025Q3: 83,896 shares; 2025Q4: 83,891 shares; 2026Q1: 73,620 shares 73,620 $12.8M 3.6% -10,271 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: restricted; 2024Q4: 48,035 shares; 2025Q1: 90,595 shares; 2025Q2: 117,595 shares; 2025Q3: 261,483 shares; 2025Q4: 296,478 shares; 2026Q1: 268,401 shares 268,401 $10.3M 2.89% -28,077 Timeline IWV 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: restricted; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 31,700 shares; 2025Q3: 31,700 shares; 2025Q4: 31,700 shares; 2026Q1: 25,200 shares 25,200 $9.34M 2.62% -6,500 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: restricted; 2024Q4: 33,356 shares; 2025Q1: 38,696 shares; 2025Q2: 38,691 shares; 2025Q3: 36,576 shares; 2025Q4: 36,576 shares; 2026Q1: 30,187 shares 30,187 $8.88M 2.49% -6,389 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: restricted; 2024Q4: 33,100 shares; 2025Q1: 35,326 shares; 2025Q2: 32,536 shares; 2025Q3: 31,036 shares; 2025Q4: 27,336 shares; 2026Q1: 26,096 shares 26,096 $7.5M 2.11% -1,240 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: restricted; 2024Q4: 49,927 shares; 2025Q1: 44,327 shares; 2025Q2: 42,397 shares; 2025Q3: 35,453 shares; 2025Q4: 35,458 shares; 2026Q1: 26,678 shares 26,678 $6.77M 1.9% -8,780 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,705 shares; 2025Q1: 108,590 shares; 2025Q2: 111,590 shares; 2025Q3: 100,090 shares; 2025Q4: 103,955 shares; 2026Q1: 97,760 shares 97,760 $6.74M 1.89% -6,195 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: restricted; 2024Q4: 45,780 shares; 2025Q1: 43,380 shares; 2025Q2: 43,460 shares; 2025Q3: 43,160 shares; 2025Q4: 43,160 shares; 2026Q1: 40,760 shares 40,760 $6.53M 1.83% -2,400 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,283 shares; 2025Q1: 40,333 shares; 2025Q2: 40,360 shares; 2025Q3: 38,360 shares; 2025Q4: 46,299 shares; 2026Q1: 43,789 shares 43,789 $6.42M 1.8% -2,510 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,915 shares; 2025Q1: 16,915 shares; 2025Q2: 13,115 shares; 2025Q3: 14,515 shares; 2025Q4: 13,793 shares; 2026Q1: 14,338 shares 14,338 $6.17M 1.73% +545 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: restricted; 2024Q4: 15,650 shares; 2025Q1: 14,884 shares; 2025Q2: 15,884 shares; 2025Q3: 15,284 shares; 2025Q4: 20,284 shares; 2026Q1: 32,039 shares 32,039 $6.15M 1.72% +11,755 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: restricted; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,132 shares; 2025Q3: 27,132 shares; 2025Q4: 44,864 shares; 2026Q1: 44,864 shares 44,864 $5.96M 1.67% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,305 shares; 2025Q1: 68,396 shares; 2025Q2: 69,076 shares; 2025Q3: 56,487 shares; 2025Q4: 51,587 shares; 2026Q1: 51,005 shares 51,005 $5.87M 1.65% -582 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: restricted; 2024Q4: 11,440 shares; 2025Q1: 11,894 shares; 2025Q2: 14,599 shares; 2025Q3: 12,994 shares; 2025Q4: 14,284 shares; 2026Q1: 11,684 shares 11,684 $5.6M 1.57% -2,600 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: restricted; 2024Q4: 3,562 shares; 2025Q1: 7,003 shares; 2025Q2: 7,803 shares; 2025Q3: 7,853 shares; 2025Q4: 7,853 shares; 2026Q1: 5,983 shares 5,983 $5.23M 1.47% -1,870 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: restricted; 2024Q4: 27,630 shares; 2025Q1: 30,630 shares; 2025Q2: 31,680 shares; 2025Q3: 25,215 shares; 2025Q4: 24,215 shares; 2026Q1: 16,415 shares 16,415 $4.71M 1.32% -7,800 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: restricted; 2024Q4: 7,155 shares; 2025Q1: 6,996 shares; 2025Q2: 7,006 shares; 2025Q3: 6,259 shares; 2025Q4: 6,259 shares; 2026Q1: 5,409 shares 5,409 $4.58M 1.28% -850 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: restricted; 2024Q4: 15,387 shares; 2025Q1: 15,387 shares; 2025Q2: 15,437 shares; 2025Q3: 15,437 shares; 2025Q4: 15,437 shares; 2026Q1: 15,250 shares 15,250 $4.33M 1.22% -187 Timeline SUSA 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: restricted; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $4.23M 1.19% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,298 shares; 2025Q1: 24,598 shares; 2025Q2: 24,598 shares; 2025Q3: 24,598 shares; 2025Q4: 20,598 shares; 2026Q1: 17,810 shares 17,810 $4.03M 1.13% -2,788 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: restricted; 2024Q4: 33,814 shares; 2025Q1: 33,894 shares; 2025Q2: 34,149 shares; 2025Q3: 23,935 shares; 2025Q4: 24,024 shares; 2026Q1: 20,843 shares 20,843 $4.02M 1.13% -3,181 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: restricted; 2024Q4: 28,895 shares; 2025Q1: 28,753 shares; 2025Q2: 27,953 shares; 2025Q3: 22,943 shares; 2025Q4: 22,957 shares; 2026Q1: 17,607 shares 17,607 $3.85M 1.08% -5,350 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: restricted; 2024Q4: 36,210 shares; 2025Q1: 36,270 shares; 2025Q2: 36,270 shares; 2025Q3: 29,263 shares; 2025Q4: 28,345 shares; 2026Q1: 18,245 shares 18,245 $3.8M 1.07% -10,100 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: restricted; 2024Q4: 55,710 shares; 2025Q1: 55,410 shares; 2025Q2: 55,410 shares; 2025Q3: 43,050 shares; 2025Q4: 43,050 shares; 2026Q1: 30,960 shares 30,960 $3.75M 1.05% -12,090 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: restricted; 2024Q4: 41,585 shares; 2025Q1: 41,085 shares; 2025Q2: 39,485 shares; 2025Q3: 37,455 shares; 2025Q4: 70,040 shares; 2026Q1: 58,040 shares 58,040 $3.56M 1% -12,000 Timeline RPV 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: restricted; 2024Q4: 40,966 shares; 2025Q1: 40,416 shares; 2025Q2: 39,482 shares; 2025Q3: 34,232 shares; 2025Q4: 33,229 shares; 2026Q1: 32,574 shares 32,574 $3.5M 0.98% -655 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: restricted; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,000 shares 6,000 $3.43M 0.96% -500 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: restricted; 2024Q4: 6,970 shares; 2025Q1: 7,972 shares; 2025Q2: 7,901 shares; 2025Q3: 7,913 shares; 2025Q4: 7,950 shares; 2026Q1: 8,850 shares 8,850 $3.28M 0.92% +900 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,400 shares; 2025Q1: 40,980 shares; 2025Q2: 35,400 shares; 2025Q3: 35,400 shares; 2025Q4: 35,400 shares; 2026Q1: 35,400 shares 35,400 $3.25M 0.91% 0 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: restricted; 2024Q4: 70,870 shares; 2025Q1: 70,870 shares; 2025Q2: 70,870 shares; 2025Q3: 70,870 shares; 2025Q4: 70,770 shares; 2026Q1: 61,020 shares 61,020 $3.01M 0.85% -9,750 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,204 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,169 shares 6,169 $2.86M 0.8% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,385 shares; 2025Q1: 22,385 shares; 2025Q2: 22,385 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares 17,500 $2.83M 0.79% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,300 shares; 2025Q1: 54,500 shares; 2025Q2: 51,978 shares; 2025Q3: 51,978 shares; 2025Q4: 50,578 shares; 2026Q1: 66,078 shares 66,078 $2.8M 0.79% +15,500 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: restricted; 2024Q4: 3,510 shares; 2025Q1: 3,083 shares; 2025Q2: 3,113 shares; 2025Q3: 3,092 shares; 2025Q4: 3,092 shares; 2026Q1: 2,740 shares 2,740 $2.73M 0.77% -352 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,400 shares; 2025Q1: 54,400 shares; 2025Q2: 54,400 shares; 2025Q3: 50,100 shares; 2025Q4: 50,100 shares; 2026Q1: 50,100 shares 50,100 $2.71M 0.76% 0 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: restricted; 2024Q4: 23,330 shares; 2025Q1: 24,730 shares; 2025Q2: 25,630 shares; 2025Q3: 21,130 shares; 2025Q4: 21,130 shares; 2026Q1: 21,130 shares 21,130 $2.65M 0.74% 0 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: restricted; 2024Q4: 4,712 shares; 2025Q1: 7,105 shares; 2025Q2: 8,019 shares; 2025Q3: 10,297 shares; 2025Q4: 9,397 shares; 2026Q1: 8,197 shares 8,197 $2.54M 0.71% -1,200 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,100 shares 7,100 $2.53M 0.71% new 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: restricted; 2024Q4: 4,969 shares; 2025Q1: 6,961 shares; 2025Q2: 7,033 shares; 2025Q3: 6,712 shares; 2025Q4: 6,630 shares; 2026Q1: 7,431 shares 7,431 $2.52M 0.71% +801 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,400 shares; 2025Q1: 22,400 shares; 2025Q2: 22,155 shares; 2025Q3: 21,955 shares; 2025Q4: 21,355 shares; 2026Q1: 14,355 shares 14,355 $2.43M 0.68% -7,000 Timeline DSI 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: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $2.42M 0.68% 0 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: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $2.3M 0.65% 0 Timeline VYMI 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: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,101 shares; 2025Q4: 18,171 shares; 2026Q1: 23,672 shares 23,672 $2.23M 0.63% +5,501 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,881 shares; 2025Q1: 122,329 shares; 2025Q2: 121,979 shares; 2025Q3: 120,979 shares; 2025Q4: 124,349 shares; 2026Q1: 90,915 shares 90,915 $2.22M 0.62% -33,434 Timeline ESGD 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: restricted; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $2.2M 0.62% 0 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: restricted; 2024Q4: 17,368 shares; 2025Q1: 17,368 shares; 2025Q2: 17,598 shares; 2025Q3: 13,598 shares; 2025Q4: 13,355 shares; 2026Q1: 12,718 shares 12,718 $2.16M 0.61% -637 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: restricted; 2024Q4: 14,675 shares; 2025Q1: 14,675 shares; 2025Q2: 12,315 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares; 2026Q1: 10,815 shares 10,815 $2.05M 0.58% -300 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,601 shares; 2025Q1: 12,601 shares; 2025Q2: 12,601 shares; 2025Q3: 12,395 shares; 2025Q4: 12,395 shares; 2026Q1: 9,395 shares 9,395 $2.01M 0.56% -3,000 Timeline EWG 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: restricted; 2024Q4: 37,500 shares; 2025Q1: 52,180 shares; 2025Q2: 52,180 shares; 2025Q3: 59,180 shares; 2025Q4: 59,180 shares; 2026Q1: 49,000 shares 49,000 $1.94M 0.55% -10,180 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares 32,500 $1.91M 0.54% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 3,130 shares 3,130 $1.89M 0.53% -1,150 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: restricted; 2024Q4: 10,440 shares; 2025Q1: 10,357 shares; 2025Q2: 10,429 shares; 2025Q3: 8,597 shares; 2025Q4: 8,597 shares; 2026Q1: 5,549 shares 5,549 $1.83M 0.51% -3,048 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: restricted; 2024Q4: 4,718 shares; 2025Q1: 4,743 shares; 2025Q2: 11,630 shares; 2025Q3: 9,444 shares; 2025Q4: 8,894 shares; 2026Q1: 6,694 shares 6,694 $1.81M 0.51% -2,200 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $1.79M 0.5% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $1.76M 0.49% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,338 shares; 2025Q1: 27,338 shares; 2025Q2: 27,338 shares; 2025Q3: 26,938 shares; 2025Q4: 26,938 shares; 2026Q1: 17,938 shares 17,938 $1.74M 0.49% -9,000 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 95,600 shares; 2026Q1: 85,600 shares 85,600 $1.69M 0.47% -10,000 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,878 shares; 2025Q1: 5,878 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 4,178 shares 4,178 $1.69M 0.47% -1,600 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,587 shares; 2025Q1: 26,108 shares; 2025Q2: 25,863 shares; 2025Q3: 16,067 shares; 2025Q4: 16,069 shares; 2026Q1: 15,276 shares 15,276 $1.69M 0.47% -793 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,466 shares; 2025Q1: 7,466 shares; 2025Q2: 7,466 shares; 2025Q3: 7,466 shares; 2025Q4: 7,466 shares; 2026Q1: 7,466 shares 7,466 $1.62M 0.45% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $1.61M 0.45% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,250 shares; 2025Q1: 32,250 shares; 2025Q2: 32,250 shares; 2025Q3: 31,750 shares; 2025Q4: 31,750 shares; 2026Q1: 23,750 shares 23,750 $1.6M 0.45% -8,000 Timeline iShares Core S&P 500 UCITS … iShares Core S&P 500 UCITS ETF US… More: the full row for iShares Core S&P 500 UCITS ETF USD (Dist) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,570 shares; 2025Q1: 24,570 shares; 2025Q2: not reported; 2025Q3: 24,570 shares; 2025Q4: 24,570 shares; 2026Q1: 24,570 shares 24,570 $1.57M 0.44% 0 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: restricted; 2024Q4: 44,410 shares; 2025Q1: 44,410 shares; 2025Q2: 44,410 shares; 2025Q3: 30,810 shares; 2025Q4: 30,855 shares; 2026Q1: 30,855 shares 30,855 $1.57M 0.44% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,850 shares; 2025Q1: 40,850 shares; 2025Q2: 40,850 shares; 2025Q3: 40,850 shares; 2025Q4: 40,850 shares; 2026Q1: 31,850 shares 31,850 $1.55M 0.44% -9,000 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,500 shares 32,500 $1.5M 0.42% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,053 shares; 2025Q1: 4,653 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares 4,653 $1.49M 0.42% 0 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 2,200 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 1,540 shares 1,540 $1.42M 0.4% -800 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: restricted; 2024Q4: 10,000 shares; 2025Q1: 11,700 shares; 2025Q2: 12,400 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 7,300 shares 7,300 $1.36M 0.38% -3,700 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,220 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares; 2026Q1: 8,050 shares 8,050 $1.36M 0.38% -200 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,282 shares; 2025Q1: 11,782 shares; 2025Q2: 11,782 shares; 2025Q3: 11,782 shares; 2025Q4: 8,182 shares; 2026Q1: 8,182 shares 8,182 $1.36M 0.38% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $1.3M 0.37% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,420 shares; 2025Q1: 28,420 shares; 2025Q2: 28,420 shares; 2025Q3: 22,820 shares; 2025Q4: 22,820 shares; 2026Q1: 22,820 shares 22,820 $1.28M 0.36% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 4,700 shares 4,700 $1.28M 0.36% +1,000 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 6,250 shares 6,250 $1.26M 0.35% +4,000 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: restricted; 2024Q4: 8,339 shares; 2025Q1: 8,418 shares; 2025Q2: 8,332 shares; 2025Q3: 5,532 shares; 2025Q4: 5,608 shares; 2026Q1: 5,013 shares 5,013 $1.23M 0.34% -595 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,455 shares; 2025Q1: 37,605 shares; 2025Q2: 31,655 shares; 2025Q3: 19,155 shares; 2025Q4: 19,155 shares; 2026Q1: 19,155 shares 19,155 $1.2M 0.34% 0 Timeline IGF 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: restricted; 2024Q4: 28,550 shares; 2025Q1: 28,550 shares; 2025Q2: 28,550 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares 17,750 $1.19M 0.33% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,920 shares; 2025Q1: 54,420 shares; 2025Q2: 23,300 shares; 2025Q3: 23,300 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares 22,800 $1.18M 0.33% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,982 shares; 2025Q1: 19,982 shares; 2025Q2: 19,982 shares; 2025Q3: 19,982 shares; 2025Q4: 19,982 shares; 2026Q1: 19,982 shares 19,982 $1.13M 0.32% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,800 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 10,000 shares 10,000 $1.08M 0.3% -1,400 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: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,740 shares 1,740 $1.08M 0.3% +300 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: restricted; 2024Q4: 16,550 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares; 2026Q1: 18,300 shares 18,300 $1.04M 0.29% 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: restricted; 2024Q4: 29,500 shares; 2025Q1: 29,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $1.02M 0.29% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,573 shares; 2025Q1: 32,573 shares; 2025Q2: 32,573 shares; 2025Q3: 32,573 shares; 2025Q4: 16,573 shares; 2026Q1: 16,573 shares 16,573 $964K 0.27% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: 11,250 shares; 2026Q1: 11,250 shares 11,250 $963K 0.27% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $940K 0.26% 0 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: restricted; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares 4,680 $931K 0.26% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,900 shares; 2025Q1: 23,900 shares; 2025Q2: 22,900 shares; 2025Q3: 16,200 shares; 2025Q4: 16,200 shares; 2026Q1: 15,200 shares 15,200 $922K 0.26% -1,000 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,470 shares 4,470 $921K 0.26% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,822 shares; 2025Q1: 6,829 shares; 2025Q2: 5,291 shares; 2025Q3: 5,291 shares; 2025Q4: 5,340 shares; 2026Q1: 2,940 shares 2,940 $914K 0.26% -2,400 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,910 shares; 2025Q1: 11,910 shares; 2025Q2: 10,410 shares; 2025Q3: 10,410 shares; 2025Q4: 20,820 shares; 2026Q1: 18,200 shares 18,200 $909K 0.26% -2,620 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $904K 0.25% 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: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 19,000 shares 19,000 $890K 0.25% +7,000 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,650 shares; 2025Q3: 8,650 shares; 2025Q4: 12,375 shares; 2026Q1: 12,375 shares 12,375 $863K 0.24% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $818K 0.23% 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: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $817K 0.23% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,565 shares; 2026Q1: 5,915 shares 5,915 $735K 0.21% +2,350 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,052 shares; 2025Q3: 8,052 shares; 2025Q4: 7,883 shares; 2026Q1: 7,883 shares 7,883 $732K 0.21% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $689K 0.19% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,635 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,585 shares; 2025Q4: 2,604 shares; 2026Q1: 1,184 shares 1,184 $683K 0.19% -1,420 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: restricted; 2024Q4: 20,000 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 8,461 shares; 2026Q1: 8,688 shares 8,688 $674K 0.19% +227 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: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $670K 0.19% 0 Timeline PKW 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: restricted; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $643K 0.18% 0 Timeline XBI 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: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 5,000 shares 5,000 $639K 0.18% -1,500 Timeline IOO 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: restricted; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 5,076 shares; 2025Q4: 5,076 shares; 2026Q1: 5,076 shares 5,076 $614K 0.17% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,586 shares; 2025Q3: 6,586 shares; 2025Q4: 6,586 shares; 2026Q1: 6,586 shares 6,586 $612K 0.17% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664 $597K 0.17% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,300 shares; 2025Q1: 15,440 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,443 shares; 2026Q1: 13,100 shares 13,100 $588K 0.16% -1,343 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,939 shares; 2025Q1: 36,939 shares; 2025Q2: 30,339 shares; 2025Q3: 20,339 shares; 2025Q4: 20,339 shares; 2026Q1: 16,839 shares 16,839 $580K 0.16% -3,500 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 13,770 shares 13,770 $562K 0.16% +3,770 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,257 shares 16,257 $552K 0.15% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 6,800 shares 6,800 $541K 0.15% -750 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $541K 0.15% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,925 shares; 2025Q1: 25,925 shares; 2025Q2: 25,925 shares; 2025Q3: 25,925 shares; 2025Q4: 25,925 shares; 2026Q1: 25,925 shares 25,925 $537K 0.15% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 14,575 shares; 2025Q2: 14,575 shares; 2025Q3: 14,575 shares; 2025Q4: 14,575 shares; 2026Q1: 14,575 shares 14,575 $523K 0.15% 0 Timeline ACWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $514K 0.14% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $512K 0.14% new Timeline AAXJ 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: restricted; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 5,260 shares 5,260 $506K 0.14% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $486K 0.14% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $446K 0.13% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $439K 0.12% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,500 shares; 2025Q1: 39,500 shares; 2025Q2: 38,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,500 shares 29,500 $436K 0.12% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,668 shares 10,668 $430K 0.12% -332 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,470 shares; 2025Q1: 13,470 shares; 2025Q2: 16,000 shares; 2025Q3: 16,545 shares; 2025Q4: 8,545 shares; 2026Q1: 8,545 shares 8,545 $416K 0.12% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 3,352 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: 1,911 shares 1,911 $416K 0.12% -1,438 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 900 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $409K 0.11% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $401K 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $385K 0.11% new 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: restricted; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 631 shares; 2025Q3: 651 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $377K 0.11% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,491 shares; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $368K 0.1% 0 Timeline EIS 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $348K 0.1% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,636 shares; 2025Q4: 4,636 shares; 2026Q1: 7,927 shares 7,927 $339K 0.09% +3,291 Timeline EWY 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: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 2,750 shares 2,750 $338K 0.09% +2,000 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $326K 0.09% 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: restricted; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $314K 0.09% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $314K 0.09% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $301K 0.08% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $293K 0.08% 0 Timeline SHLD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,245 shares; 2025Q3: 13,245 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares 4,045 $287K 0.08% 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: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $285K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,063 shares; 2025Q1: 3,002 shares; 2025Q2: 3,147 shares; 2025Q3: 3,349 shares; 2025Q4: 3,395 shares; 2026Q1: 1,141 shares 1,141 $277K 0.08% -2,254 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $248K 0.07% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,460 shares 1,460 $237K 0.07% new 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: restricted; 2024Q4: 4,603 shares; 2025Q1: 4,655 shares; 2025Q2: 4,653 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares; 2026Q1: 744 shares 744 $225K 0.06% -1,409 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $220K 0.06% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 13,237 shares; 2026Q1: 13,237 shares 13,237 $210K 0.06% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares; 2026Q1: 2,652 shares 2,652 $202K 0.06% -2,497 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $176K 0.05% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $172K 0.05% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,324 shares; 2025Q2: 4,154 shares; 2025Q3: 4,154 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares 4,154 $170K 0.05% 0 Timeline IYH 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: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $123K 0.03% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,325 shares; 2025Q1: 12,325 shares; 2025Q2: 12,325 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 1,925 shares 1,925 $115K 0.03% -1,000 Timeline ACWI 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $83K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $62.4K 0.02% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $59.9K 0.02% 0 Timeline EPP 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: restricted; 2024Q4: 1,730 shares; 2025Q1: 1,730 shares; 2025Q2: 1,730 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $52.1K 0.01% 0 Timeline MOO 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: restricted; 2024Q4: 425 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $29.6K 0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $28.5K 0.01% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $7.62K <0.01% new Timeline