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: 1,269,942 shares; 2024Q4: 1,332,810 shares; 2025Q1: 1,317,522 shares; 2025Q2: 1,398,367 shares; 2025Q3: 1,379,197 shares; 2025Q4: 1,385,337 shares; 2026Q1: 1,216,193 shares 1,216,193 $206M 7.96% -169,144 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: 242,546 shares; 2024Q4: 242,977 shares; 2025Q1: 243,415 shares; 2025Q2: 247,585 shares; 2025Q3: 246,522 shares; 2025Q4: 246,361 shares; 2026Q1: 250,781 shares 250,781 $150M 5.78% +4,420 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: 698,095 shares; 2024Q4: 690,839 shares; 2025Q1: 684,940 shares; 2025Q2: 925,215 shares; 2025Q3: 918,205 shares; 2025Q4: 910,093 shares; 2026Q1: 1,031,925 shares 1,031,925 $143M 5.51% +121,832 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413,539 shares; 2024Q4: 1,457,277 shares; 2025Q1: 1,471,758 shares; 2025Q2: 1,508,973 shares; 2025Q3: 1,554,910 shares; 2025Q4: 1,612,951 shares; 2026Q1: 1,545,387 shares 1,545,387 $114M 4.39% -67,564 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237,328 shares; 2024Q4: 1,229,671 shares; 2025Q1: 2,327,557 shares; 2025Q2: 2,387,880 shares; 2025Q3: 2,378,883 shares; 2025Q4: 2,379,570 shares; 2026Q1: 2,398,601 shares 2,398,601 $102M 3.94% +19,031 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286,125 shares; 2024Q4: 1,760,244 shares; 2025Q1: 1,801,633 shares; 2025Q2: 1,874,284 shares; 2025Q3: 1,926,954 shares; 2025Q4: 1,989,827 shares; 2026Q1: 2,060,745 shares 2,060,745 $96.9M 3.74% +70,918 Timeline JIRE 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: 739,579 shares; 2024Q4: 818,247 shares; 2025Q1: 781,232 shares; 2025Q2: 1,621,384 shares; 2025Q3: 1,631,713 shares; 2025Q4: 1,204,109 shares; 2026Q1: 1,218,933 shares 1,218,933 $92.3M 3.56% +14,824 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,359 shares; 2024Q4: 171,048 shares; 2025Q1: 182,197 shares; 2025Q2: 196,458 shares; 2025Q3: 2,224,366 shares; 2025Q4: 2,241,186 shares; 2026Q1: 2,286,664 shares 2,286,664 $89.1M 3.44% +45,478 Timeline JCPB 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: 889,741 shares; 2024Q4: 946,021 shares; 2025Q1: 1,381,760 shares; 2025Q2: 1,416,196 shares; 2025Q3: 1,457,522 shares; 2025Q4: 1,510,882 shares; 2026Q1: 1,570,632 shares 1,570,632 $73.9M 2.85% +59,750 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850,004 shares; 2024Q4: 1,854,132 shares; 2025Q1: 1,759,586 shares; 2025Q2: 1,780,920 shares; 2025Q3: 1,773,273 shares; 2025Q4: 1,854,014 shares; 2026Q1: 1,857,268 shares 1,857,268 $71.1M 2.74% +3,254 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,357 shares; 2024Q4: 400,366 shares; 2025Q1: 404,024 shares; 2025Q2: 268,563 shares; 2025Q3: 265,837 shares; 2025Q4: 264,134 shares; 2026Q1: 266,867 shares 266,867 $63.4M 2.45% +2,733 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 5,856 shares; 2025Q1: 1,044,004 shares; 2025Q2: 1,084,518 shares; 2025Q3: 1,079,721 shares; 2025Q4: 1,074,337 shares; 2026Q1: 1,099,124 shares 1,099,124 $60M 2.31% +24,787 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,350 shares; 2024Q4: 731,509 shares; 2025Q1: 729,493 shares; 2025Q2: 728,335 shares; 2025Q3: 724,048 shares; 2025Q4: 724,739 shares; 2026Q1: 722,219 shares 722,219 $55.7M 2.15% -2,520 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,598 shares; 2024Q4: 662,184 shares; 2025Q1: 460,083 shares; 2025Q2: 473,594 shares; 2025Q3: 489,680 shares; 2025Q4: 508,270 shares; 2026Q1: 528,262 shares 528,262 $50.4M 1.95% +19,992 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928,461 shares; 2025Q4: 957,324 shares; 2026Q1: 967,641 shares 967,641 $46.8M 1.81% +10,317 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: 8,657 shares; 2024Q4: 8,660 shares; 2025Q1: 2,929 shares; 2025Q2: 2,993 shares; 2025Q3: 2,995 shares; 2025Q4: 3,000 shares; 2026Q1: 666,886 shares 666,886 $42.7M 1.65% +663,886 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433,802 shares; 2026Q1: 433,034 shares 433,034 $34.9M 1.35% -768 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: 125,305 shares; 2024Q4: 127,735 shares; 2025Q1: 126,542 shares; 2025Q2: 146,148 shares; 2025Q3: 146,855 shares; 2025Q4: 134,180 shares; 2026Q1: 134,963 shares 134,963 $34.3M 1.32% +783 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: 120,361 shares; 2024Q4: 121,144 shares; 2025Q1: 187,245 shares; 2025Q2: 184,870 shares; 2025Q3: 155,984 shares; 2025Q4: 158,993 shares; 2026Q1: 169,072 shares 169,072 $29.5M 1.14% +10,079 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: 61,908 shares; 2024Q4: 65,538 shares; 2025Q1: 71,061 shares; 2025Q2: 60,810 shares; 2025Q3: 61,343 shares; 2025Q4: 62,368 shares; 2026Q1: 73,118 shares 73,118 $27.1M 1.04% +10,750 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: 110,404 shares; 2024Q4: 126,026 shares; 2025Q1: 126,424 shares; 2025Q2: 139,498 shares; 2025Q3: 119,040 shares; 2025Q4: 90,865 shares; 2026Q1: 91,384 shares 91,384 $26.3M 1.01% +519 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: 91,722 shares; 2024Q4: 43,580 shares; 2025Q1: 76,566 shares; 2025Q2: 37,076 shares; 2025Q3: 28,942 shares; 2025Q4: 34,217 shares; 2026Q1: 70,682 shares 70,682 $21.9M 0.84% +36,465 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: 81,327 shares; 2024Q4: 82,480 shares; 2025Q1: 83,246 shares; 2025Q2: 86,695 shares; 2025Q3: 85,131 shares; 2025Q4: 86,539 shares; 2026Q1: 86,974 shares 86,974 $18.1M 0.7% +435 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: 201,891 shares; 2024Q4: 200,986 shares; 2025Q1: 201,169 shares; 2025Q2: 203,105 shares; 2025Q3: 228,902 shares; 2025Q4: 227,855 shares; 2026Q1: 231,448 shares 231,448 $18M 0.69% +3,593 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,159 shares; 2024Q4: 492,232 shares; 2025Q1: 606,288 shares; 2025Q2: 617,997 shares; 2025Q3: 564,394 shares; 2025Q4: 559,724 shares; 2026Q1: 602,548 shares 602,548 $17.6M 0.68% +42,824 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: 66,009 shares; 2024Q4: 49,003 shares; 2025Q1: 49,591 shares; 2025Q2: 49,772 shares; 2025Q3: 48,848 shares; 2025Q4: 47,065 shares; 2026Q1: 71,902 shares 71,902 $17.4M 0.67% +24,837 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: 65,256 shares; 2024Q4: 64,710 shares; 2025Q1: 57,627 shares; 2025Q2: 58,669 shares; 2025Q3: 57,534 shares; 2025Q4: 57,372 shares; 2026Q1: 58,807 shares 58,807 $17.4M 0.67% +1,435 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: 36,937 shares; 2024Q4: 74,739 shares; 2025Q1: 70,234 shares; 2025Q2: 72,711 shares; 2025Q3: 74,659 shares; 2025Q4: 78,970 shares; 2026Q1: 101,663 shares 101,663 $16.3M 0.63% +22,693 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: 57,851 shares; 2024Q4: 59,450 shares; 2025Q1: 54,663 shares; 2025Q2: 55,885 shares; 2025Q3: 57,302 shares; 2025Q4: 66,865 shares; 2026Q1: 51,356 shares 51,356 $15.5M 0.6% -15,509 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: 24,013 shares; 2024Q4: 24,703 shares; 2025Q1: 20,586 shares; 2025Q2: 21,560 shares; 2025Q3: 21,806 shares; 2025Q4: 26,362 shares; 2026Q1: 26,682 shares 26,682 $15.3M 0.59% +320 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: 18,997 shares; 2024Q4: 15,091 shares; 2025Q1: 15,321 shares; 2025Q2: 12,165 shares; 2025Q3: 12,427 shares; 2025Q4: 138,865 shares; 2026Q1: 158,657 shares 158,657 $15.3M 0.59% +19,792 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: 110 shares; 2024Q4: 170 shares; 2025Q1: 123 shares; 2025Q2: 118 shares; 2025Q3: 10,845 shares; 2025Q4: 10,106 shares; 2026Q1: 11,534 shares 11,534 $15.2M 0.59% +1,428 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: 16,998 shares; 2024Q4: 18,368 shares; 2025Q1: 25,158 shares; 2025Q2: 26,175 shares; 2025Q3: 36,277 shares; 2025Q4: 34,688 shares; 2026Q1: 35,493 shares 35,493 $15.1M 0.58% +805 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: 17,500 shares; 2024Q4: 185,724 shares; 2025Q1: 192,978 shares; 2025Q2: 281,372 shares; 2025Q3: 277,549 shares; 2025Q4: 275,794 shares; 2026Q1: 288,730 shares 288,730 $14.5M 0.56% +12,936 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 4,855 shares; 2025Q1: 410,669 shares; 2025Q2: 422,080 shares; 2025Q3: 417,187 shares; 2025Q4: 421,283 shares; 2026Q1: 430,811 shares 430,811 $14.4M 0.56% +9,528 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: 22,452 shares; 2024Q4: 22,840 shares; 2025Q1: 24,407 shares; 2025Q2: 24,493 shares; 2025Q3: 24,465 shares; 2025Q4: 23,339 shares; 2026Q1: 24,460 shares 24,460 $14.1M 0.54% +1,121 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,914 shares; 2024Q4: 96,031 shares; 2025Q1: 98,975 shares; 2025Q2: 100,889 shares; 2025Q3: 99,663 shares; 2025Q4: 101,665 shares; 2026Q1: 105,762 shares 105,762 $13.8M 0.53% +4,097 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: 239,752 shares; 2024Q4: 366,253 shares; 2025Q1: 387,779 shares; 2025Q2: 411,159 shares; 2025Q3: 472,644 shares; 2025Q4: 470,203 shares; 2026Q1: 486,519 shares 486,519 $13.7M 0.53% +16,316 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: 9,220 shares; 2024Q4: 9,366 shares; 2025Q1: 9,255 shares; 2025Q2: 9,168 shares; 2025Q3: 9,188 shares; 2025Q4: 56,230 shares; 2026Q1: 82,348 shares 82,348 $13.6M 0.53% +26,118 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 959 shares; 2025Q1: 946 shares; 2025Q2: 78,734 shares; 2025Q3: 77,062 shares; 2025Q4: 78,255 shares; 2026Q1: 111,001 shares 111,001 $13.5M 0.52% +32,746 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 468 shares; 2025Q3: 493 shares; 2025Q4: 364,010 shares; 2026Q1: 562,053 shares 562,053 $13.4M 0.52% +198,043 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: 55,793 shares; 2024Q4: 55,678 shares; 2025Q1: 63,900 shares; 2025Q2: 65,501 shares; 2025Q3: 64,106 shares; 2025Q4: 63,481 shares; 2026Q1: 63,670 shares 63,670 $13.2M 0.51% +189 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: 68,191 shares; 2024Q4: 67,291 shares; 2025Q1: 68,764 shares; 2025Q2: 70,169 shares; 2025Q3: 69,018 shares; 2025Q4: 69,857 shares; 2026Q1: 72,712 shares 72,712 $13.1M 0.51% +2,855 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: 75,990 shares; 2024Q4: 75,017 shares; 2025Q1: 82,245 shares; 2025Q2: 86,435 shares; 2025Q3: 84,044 shares; 2025Q4: 89,503 shares; 2026Q1: 62,972 shares 62,972 $13M 0.5% -26,531 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 114 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 54,210 shares; 2025Q4: 54,088 shares; 2026Q1: 85,536 shares 85,536 $12.5M 0.48% +31,448 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,814 shares; 2024Q4: 450,607 shares; 2025Q1: 451,534 shares; 2025Q2: 458,382 shares; 2025Q3: 426,441 shares; 2025Q4: 426,712 shares; 2026Q1: 408,780 shares 408,780 $12.5M 0.48% -17,932 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: 19,228 shares; 2024Q4: 22,259 shares; 2025Q1: 19,167 shares; 2025Q2: 25,407 shares; 2025Q3: 26,149 shares; 2025Q4: 27,177 shares; 2026Q1: 27,196 shares 27,196 $12.1M 0.47% +19 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,098 shares; 2024Q4: 138,484 shares; 2025Q1: 140,837 shares; 2025Q2: 146,203 shares; 2025Q3: 144,941 shares; 2025Q4: 145,456 shares; 2026Q1: 104,264 shares 104,264 $12M 0.46% -41,192 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,613 shares; 2024Q4: 331,725 shares; 2025Q1: 337,388 shares; 2025Q2: 351,014 shares; 2025Q3: 257,081 shares; 2025Q4: 253,794 shares; 2026Q1: 259,281 shares 259,281 $11.9M 0.46% +5,487 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: 48,430 shares; 2024Q4: 57,067 shares; 2025Q1: 58,310 shares; 2025Q2: 67,731 shares; 2025Q3: 60,580 shares; 2025Q4: 54,070 shares; 2026Q1: 34,376 shares 34,376 $11.7M 0.45% -19,694 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 12,463 shares; 2026Q1: 15,899 shares 15,899 $11.7M 0.45% +3,436 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: 355 shares; 2024Q4: 432 shares; 2025Q1: 486 shares; 2025Q2: 9,116 shares; 2025Q3: 10,789 shares; 2025Q4: 10,084 shares; 2026Q1: 12,710 shares 12,710 $11.7M 0.45% +2,626 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,135 shares; 2025Q2: 87,451 shares; 2025Q3: 127,167 shares; 2025Q4: 126,824 shares; 2026Q1: 130,401 shares 130,401 $11.3M 0.44% +3,577 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: 18,546 shares; 2024Q4: 19,387 shares; 2025Q1: 19,632 shares; 2025Q2: 20,059 shares; 2025Q3: 20,326 shares; 2025Q4: 21,188 shares; 2026Q1: 21,739 shares 21,739 $10.9M 0.42% +551 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: 19,946 shares; 2024Q4: 29,705 shares; 2025Q1: 30,246 shares; 2025Q2: 30,655 shares; 2025Q3: 30,890 shares; 2025Q4: 30,623 shares; 2026Q1: 31,188 shares 31,188 $10.7M 0.41% +565 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: 38,320 shares; 2024Q4: 37,833 shares; 2025Q1: 37,816 shares; 2025Q2: 34,896 shares; 2025Q3: 35,105 shares; 2025Q4: 35,233 shares; 2026Q1: 36,301 shares 36,301 $10.7M 0.41% +1,068 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: 14,601 shares; 2024Q4: 14,282 shares; 2025Q1: 25,267 shares; 2025Q2: 18,974 shares; 2025Q3: 19,127 shares; 2025Q4: 18,866 shares; 2026Q1: 19,117 shares 19,117 $10.5M 0.4% +251 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: 32,113 shares; 2024Q4: 31,837 shares; 2025Q1: 5,844 shares; 2025Q2: 53,628 shares; 2025Q3: 52,984 shares; 2025Q4: 51,009 shares; 2026Q1: 42,547 shares 42,547 $10.4M 0.4% -8,462 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: 5,258 shares; 2024Q4: 5,430 shares; 2025Q1: 5,478 shares; 2025Q2: 5,492 shares; 2025Q3: 5,518 shares; 2025Q4: 5,825 shares; 2026Q1: 5,971 shares 5,971 $10.3M 0.4% +146 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: 10,533 shares; 2024Q4: 10,989 shares; 2025Q1: 11,374 shares; 2025Q2: 11,683 shares; 2025Q3: 13,203 shares; 2025Q4: 13,771 shares; 2026Q1: 9,995 shares 9,995 $9.96M 0.38% -3,776 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,483 shares; 2024Q4: 65,503 shares; 2025Q1: 66,368 shares; 2025Q2: 75,697 shares; 2025Q3: 73,511 shares; 2025Q4: 74,049 shares; 2026Q1: 75,441 shares 75,441 $9.88M 0.38% +1,392 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: 162,021 shares; 2024Q4: 157,818 shares; 2025Q1: 125,096 shares; 2025Q2: 128,001 shares; 2025Q3: 126,506 shares; 2025Q4: 127,149 shares; 2026Q1: 129,420 shares 129,420 $9.42M 0.36% +2,271 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: 92,783 shares; 2024Q4: 90,565 shares; 2025Q1: 67,435 shares; 2025Q2: 69,250 shares; 2025Q3: 68,088 shares; 2025Q4: 67,154 shares; 2026Q1: 67,429 shares 67,429 $9.4M 0.36% +275 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: 19,655 shares; 2024Q4: 19,858 shares; 2025Q1: 26,256 shares; 2025Q2: 26,690 shares; 2025Q3: 27,467 shares; 2025Q4: 26,469 shares; 2026Q1: 15,384 shares 15,384 $9.3M 0.36% -11,085 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: 3,720 shares; 2024Q4: 4,215 shares; 2025Q1: 4,023 shares; 2025Q2: 3,843 shares; 2025Q3: 3,806 shares; 2025Q4: 4,293 shares; 2026Q1: 42,392 shares 42,392 $9.22M 0.36% +38,099 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,388 shares; 2024Q4: 503,285 shares; 2025Q1: 323,770 shares; 2025Q2: 326,770 shares; 2025Q3: 389,717 shares; 2025Q4: 384,809 shares; 2026Q1: 369,910 shares 369,910 $9.16M 0.35% -14,899 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,682 shares; 2024Q4: 514,402 shares; 2025Q1: 296,479 shares; 2025Q2: 300,702 shares; 2025Q3: 293,712 shares; 2025Q4: 301,029 shares; 2026Q1: 314,736 shares 314,736 $9.12M 0.35% +13,707 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,077 shares; 2024Q4: 26,822 shares; 2025Q1: 27,079 shares; 2025Q2: 27,165 shares; 2025Q3: 26,576 shares; 2025Q4: 27,366 shares; 2026Q1: 43,021 shares 43,021 $8.74M 0.34% +15,655 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 41,300 shares; 2025Q2: 47,446 shares; 2025Q3: 46,339 shares; 2025Q4: 45,582 shares; 2026Q1: 46,264 shares 46,264 $8.63M 0.33% +682 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: 112,820 shares; 2024Q4: 110,890 shares; 2025Q1: 95,424 shares; 2025Q2: 96,191 shares; 2025Q3: 97,719 shares; 2025Q4: 98,076 shares; 2026Q1: 69,301 shares 69,301 $8.61M 0.33% -28,775 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 3,858 shares; 2025Q1: 3,851 shares; 2025Q2: 136,431 shares; 2025Q3: 134,567 shares; 2025Q4: 134,232 shares; 2026Q1: 138,156 shares 138,156 $8.54M 0.33% +3,924 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: 63,746 shares; 2024Q4: 64,305 shares; 2025Q1: 66,595 shares; 2025Q2: 68,413 shares; 2025Q3: 77,413 shares; 2025Q4: 80,413 shares; 2026Q1: 58,327 shares 58,327 $8.42M 0.33% -22,086 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: 15,635 shares; 2024Q4: 15,413 shares; 2025Q1: 15,650 shares; 2025Q2: 15,985 shares; 2025Q3: 7,055 shares; 2025Q4: 7,083 shares; 2026Q1: 8,718 shares 8,718 $8.38M 0.32% +1,635 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,637 shares; 2024Q4: 206,519 shares; 2025Q1: 208,897 shares; 2025Q2: 211,175 shares; 2025Q3: 205,940 shares; 2025Q4: 200,302 shares; 2026Q1: 205,457 shares 205,457 $8.2M 0.32% +5,155 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: 33,636 shares; 2024Q4: 33,823 shares; 2025Q1: 53,624 shares; 2025Q2: 19,684 shares; 2025Q3: 29,882 shares; 2025Q4: 36,046 shares; 2026Q1: 36,915 shares 36,915 $8.09M 0.31% +869 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: 24,505 shares; 2024Q4: 21,924 shares; 2025Q1: 22,290 shares; 2025Q2: 26,518 shares; 2025Q3: 26,821 shares; 2025Q4: 27,968 shares; 2026Q1: 23,345 shares 23,345 $7.68M 0.3% -4,623 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: 34 shares; 2024Q4: 40 shares; 2025Q1: 12,519 shares; 2025Q2: 13,110 shares; 2025Q3: 16,576 shares; 2025Q4: 16,242 shares; 2026Q1: 16,219 shares 16,219 $7.48M 0.29% -23 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 53 shares; 2025Q2: 118 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 8,569 shares 8,569 $7.42M 0.29% +8,449 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,622 shares; 2025Q1: 13,010 shares; 2025Q2: 13,631 shares; 2025Q3: 13,794 shares; 2025Q4: 15,421 shares; 2026Q1: 18,486 shares 18,486 $7.33M 0.28% +3,065 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: 82,159 shares; 2024Q4: 80,119 shares; 2025Q1: 65,922 shares; 2025Q2: 68,942 shares; 2025Q3: 68,151 shares; 2025Q4: 51,588 shares; 2026Q1: 61,784 shares 61,784 $7.33M 0.28% +10,196 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: 589 shares; 2024Q4: 1,428 shares; 2025Q1: 1,136 shares; 2025Q2: 763 shares; 2025Q3: 871 shares; 2025Q4: 1,102 shares; 2026Q1: 21,506 shares 21,506 $7.27M 0.28% +20,404 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 221,577 shares; 2025Q2: 229,519 shares; 2025Q3: 224,329 shares; 2025Q4: 248,458 shares; 2026Q1: 265,219 shares 265,219 $7.25M 0.28% +16,761 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: 22,944 shares; 2024Q4: 24,123 shares; 2025Q1: 25,724 shares; 2025Q2: 27,569 shares; 2025Q3: 28,088 shares; 2025Q4: 41,307 shares; 2026Q1: 43,384 shares 43,384 $7.1M 0.27% +2,077 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,635 shares; 2025Q1: 38,823 shares; 2025Q2: 34,165 shares; 2025Q3: 34,124 shares; 2025Q4: 39,499 shares; 2026Q1: 33,752 shares 33,752 $7.08M 0.27% -5,747 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: 5,135 shares; 2024Q4: 6,111 shares; 2025Q1: 6,061 shares; 2025Q2: 4,914 shares; 2025Q3: 4,998 shares; 2025Q4: 4,891 shares; 2026Q1: 4,800 shares 4,800 $7.07M 0.27% -91 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: 121,530 shares; 2024Q4: 137,715 shares; 2025Q1: 91,550 shares; 2025Q2: 91,699 shares; 2025Q3: 92,190 shares; 2025Q4: 94,762 shares; 2026Q1: 98,047 shares 98,047 $7.05M 0.27% +3,285 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,813 shares; 2024Q4: 63,695 shares; 2025Q1: 65,364 shares; 2025Q2: 68,685 shares; 2025Q3: 71,319 shares; 2025Q4: 57,758 shares; 2026Q1: 59,677 shares 59,677 $7.02M 0.27% +1,919 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: 39 shares; 2024Q4: 47 shares; 2025Q1: 82 shares; 2025Q2: 126 shares; 2025Q3: 96 shares; 2025Q4: 26,517 shares; 2026Q1: 27,321 shares 27,321 $6.54M 0.25% +804 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: 11,260 shares; 2024Q4: 11,142 shares; 2025Q1: 11,165 shares; 2025Q2: 11,292 shares; 2025Q3: 18,350 shares; 2025Q4: 18,918 shares; 2026Q1: 19,849 shares 19,849 $6.52M 0.25% +931 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: 89,277 shares; 2024Q4: 104,202 shares; 2025Q1: 64,451 shares; 2025Q2: 63,831 shares; 2025Q3: 65,586 shares; 2025Q4: 80,923 shares; 2026Q1: 82,344 shares 82,344 $6.26M 0.24% +1,421 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: 90 shares; 2024Q4: 101 shares; 2025Q1: 92 shares; 2025Q2: 95 shares; 2025Q3: 99 shares; 2025Q4: 33,035 shares; 2026Q1: 34,401 shares 34,401 $6.04M 0.23% +1,366 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,105 shares; 2024Q4: 249,887 shares; 2025Q1: 253,564 shares; 2025Q2: 251,375 shares; 2025Q3: 249,047 shares; 2025Q4: 249,985 shares; 2026Q1: 258,607 shares 258,607 $6M 0.23% +8,622 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: 20,039 shares; 2024Q4: 20,113 shares; 2025Q1: 20,734 shares; 2025Q2: 21,310 shares; 2025Q3: 17,099 shares; 2025Q4: 16,789 shares; 2026Q1: 16,995 shares 16,995 $5.98M 0.23% +206 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: 27,298 shares; 2024Q4: 27,280 shares; 2025Q1: 27,660 shares; 2025Q2: 28,314 shares; 2025Q3: 28,866 shares; 2025Q4: 18,356 shares; 2026Q1: 18,526 shares 18,526 $5.89M 0.23% +170 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: 19,847 shares; 2024Q4: 19,932 shares; 2025Q1: 17,680 shares; 2025Q2: 17,370 shares; 2025Q3: 17,499 shares; 2025Q4: 17,158 shares; 2026Q1: 17,310 shares 17,310 $5.55M 0.21% +152 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: 22,147 shares; 2024Q4: 21,954 shares; 2025Q1: 22,180 shares; 2025Q2: 22,667 shares; 2025Q3: 25,389 shares; 2025Q4: 25,497 shares; 2026Q1: 25,764 shares 25,764 $5.52M 0.21% +267 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 66 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 7,105 shares; 2025Q4: 11,212 shares; 2026Q1: 12,026 shares 12,026 $5.2M 0.2% +814 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,049 shares; 2025Q2: 48,882 shares; 2025Q3: 56,225 shares; 2025Q4: 60,473 shares; 2026Q1: 65,565 shares 65,565 $5.07M 0.2% +5,092 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,876 shares; 2024Q4: 70,804 shares; 2025Q1: 70,054 shares; 2025Q2: 58,200 shares; 2025Q3: 59,922 shares; 2025Q4: 60,808 shares; 2026Q1: 63,288 shares 63,288 $5.03M 0.19% +2,480 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,458 shares; 2024Q4: 109,919 shares; 2025Q1: 132,776 shares; 2025Q2: 132,759 shares; 2025Q3: 123,070 shares; 2025Q4: 122,909 shares; 2026Q1: 151,836 shares 151,836 $5M 0.19% +28,927 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 266 shares; 2025Q4: 395 shares; 2026Q1: 61,571 shares 61,571 $4.93M 0.19% +61,176 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: 155 shares; 2024Q4: 73 shares; 2025Q1: 90 shares; 2025Q2: 81 shares; 2025Q3: 84 shares; 2025Q4: 8,686 shares; 2026Q1: 9,077 shares 9,077 $4.46M 0.17% +391 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 17,612 shares; 2025Q4: 18,018 shares; 2026Q1: 18,824 shares 18,824 $4.23M 0.16% +806 Timeline FLCB 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: 316,659 shares; 2024Q4: 319,168 shares; 2025Q1: 176,229 shares; 2025Q2: 173,307 shares; 2025Q3: 173,219 shares; 2025Q4: 185,092 shares; 2026Q1: 192,516 shares 192,516 $4.14M 0.16% +7,424 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 35,869 shares; 2025Q1: 37,233 shares; 2025Q2: 57,563 shares; 2025Q3: 57,423 shares; 2025Q4: 21,850 shares; 2026Q1: 23,344 shares 23,344 $4.03M 0.16% +1,494 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,732 shares; 2024Q4: 19,732 shares; 2025Q1: 19,732 shares; 2025Q2: 19,732 shares; 2025Q3: 19,732 shares; 2025Q4: 19,732 shares; 2026Q1: 19,734 shares 19,734 $3.19M 0.12% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,082 shares; 2025Q1: 6,189 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,639 shares; 2026Q1: 7,345 shares 7,345 $3.13M 0.12% +706 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,411 shares; 2025Q4: 41,341 shares; 2026Q1: 46,106 shares 46,106 $2.89M 0.11% +4,765 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: 4,525 shares; 2024Q4: 4,488 shares; 2025Q1: 5,402 shares; 2025Q2: 5,429 shares; 2025Q3: 6,151 shares; 2025Q4: 6,486 shares; 2026Q1: 5,247 shares 5,247 $2.26M 0.09% -1,239 Timeline ICSH 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 1,525 shares; 2025Q2: 538,689 shares; 2025Q3: 551,599 shares; 2025Q4: 41,804 shares; 2026Q1: 43,686 shares 43,686 $2.21M 0.09% +1,882 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: 32,491 shares; 2024Q4: 32,610 shares; 2025Q1: 33,184 shares; 2025Q2: 33,040 shares; 2025Q3: 33,061 shares; 2025Q4: 33,017 shares; 2026Q1: 33,249 shares 33,249 $2.19M 0.08% +232 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,631 shares; 2025Q1: 12,583 shares; 2025Q2: 12,687 shares; 2025Q3: 12,713 shares; 2025Q4: 14,664 shares; 2026Q1: 14,797 shares 14,797 $2.11M 0.08% +133 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,415 shares; 2025Q1: 2,409 shares; 2025Q2: 2,524 shares; 2025Q3: 2,711 shares; 2025Q4: 2,587 shares; 2026Q1: 2,881 shares 2,881 $1.88M 0.07% +294 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: 10,993 shares; 2024Q4: 11,221 shares; 2025Q1: 11,422 shares; 2025Q2: 11,465 shares; 2025Q3: 11,418 shares; 2025Q4: 11,634 shares; 2026Q1: 11,790 shares 11,790 $1.73M 0.07% +156 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,299 shares; 2024Q4: 66,831 shares; 2025Q1: 75,073 shares; 2025Q2: 60,103 shares; 2025Q3: 60,176 shares; 2025Q4: 59,003 shares; 2026Q1: 68,100 shares 68,100 $1.71M 0.07% +9,097 Timeline EAGG 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: 39,098 shares; 2024Q4: 40,673 shares; 2025Q1: 40,652 shares; 2025Q2: 39,062 shares; 2025Q3: 41,403 shares; 2025Q4: 41,245 shares; 2026Q1: 33,463 shares 33,463 $1.59M 0.06% -7,782 Timeline ESGU 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: 12,186 shares; 2024Q4: 14,334 shares; 2025Q1: 14,157 shares; 2025Q2: 14,982 shares; 2025Q3: 14,279 shares; 2025Q4: 13,914 shares; 2026Q1: 10,773 shares 10,773 $1.52M 0.06% -3,141 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 21,295 shares; 2025Q1: 21,630 shares; 2025Q2: 31,303 shares; 2025Q3: 41,763 shares; 2025Q4: 37,279 shares; 2026Q1: 47,902 shares 47,902 $1.47M 0.06% +10,623 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: 2,753 shares; 2024Q4: 2,378 shares; 2025Q1: 5,069 shares; 2025Q2: 5,206 shares; 2025Q3: 4,441 shares; 2025Q4: 4,335 shares; 2026Q1: 4,947 shares 4,947 $1.42M 0.05% +612 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: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,676 shares; 2025Q4: 1,714 shares; 2026Q1: 1,924 shares 1,924 $1.34M 0.05% +210 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,140 shares; 2025Q1: 9,291 shares; 2025Q2: 8,513 shares; 2025Q3: 8,422 shares; 2025Q4: 8,736 shares; 2026Q1: 8,745 shares 8,745 $1.3M 0.05% +9 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: 4,753 shares; 2024Q4: 4,783 shares; 2025Q1: 4,795 shares; 2025Q2: 4,699 shares; 2025Q3: 4,699 shares; 2025Q4: 4,724 shares; 2026Q1: 6,008 shares 6,008 $1.28M 0.05% +1,284 Timeline FLQL 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: 18,803 shares; 2024Q4: 18,745 shares; 2025Q1: 18,745 shares; 2025Q2: 18,745 shares; 2025Q3: 18,720 shares; 2025Q4: 18,317 shares; 2026Q1: 18,317 shares 18,317 $1.24M 0.05% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 1,025 shares; 2025Q1: 1,060 shares; 2025Q2: 1,080 shares; 2025Q3: 990 shares; 2025Q4: 1,784 shares; 2026Q1: 1,903 shares 1,903 $1.24M 0.05% +119 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,568 shares; 2025Q1: 2,134 shares; 2025Q2: 2,084 shares; 2025Q3: 2,283 shares; 2025Q4: 3,616 shares; 2026Q1: 2,760 shares 2,760 $1.21M 0.05% -856 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: 37,175 shares; 2024Q4: 27,991 shares; 2025Q1: 29,250 shares; 2025Q2: 1,959 shares; 2025Q3: 1,718 shares; 2025Q4: 1,666 shares; 2026Q1: 1,670 shares 1,670 $1.18M 0.05% +4 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: 2,324 shares; 2024Q4: 1,144 shares; 2025Q1: 2,360 shares; 2025Q2: 2,864 shares; 2025Q3: 2,953 shares; 2025Q4: 1,141 shares; 2026Q1: 3,075 shares 3,075 $1.14M 0.04% +1,934 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,192 shares; 2024Q4: 41,143 shares; 2025Q1: 42,275 shares; 2025Q2: 42,790 shares; 2025Q3: 42,260 shares; 2025Q4: 28,746 shares; 2026Q1: 28,772 shares 28,772 $1.09M 0.04% +26 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,812 shares; 2025Q1: 11,012 shares; 2025Q2: 10,983 shares; 2025Q3: 11,033 shares; 2025Q4: 11,083 shares; 2026Q1: 11,083 shares 11,083 $977K 0.04% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares; 2025Q4: 13,694 shares; 2026Q1: 13,694 shares 13,694 $949K 0.04% 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: 7,606 shares; 2024Q4: 7,256 shares; 2025Q1: 7,256 shares; 2025Q2: 10,614 shares; 2025Q3: 12,209 shares; 2025Q4: 13,250 shares; 2026Q1: 13,306 shares 13,306 $899K 0.03% +56 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: 59,435 shares; 2024Q4: 70,256 shares; 2025Q1: 6,640 shares; 2025Q2: 6,927 shares; 2025Q3: 6,178 shares; 2025Q4: 7,180 shares; 2026Q1: 7,284 shares 7,284 $876K 0.03% +104 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 503 shares; 2025Q4: 686 shares; 2026Q1: 17,599 shares 17,599 $874K 0.03% +16,913 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: 124 shares; 2024Q4: 60 shares; 2025Q1: 124 shares; 2025Q2: 316 shares; 2025Q3: 515 shares; 2025Q4: 1,273 shares; 2026Q1: 1,276 shares 1,276 $871K 0.03% +3 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: 1,912 shares; 2024Q4: 1,942 shares; 2025Q1: 2,405 shares; 2025Q2: 2,086 shares; 2025Q3: 1,843 shares; 2025Q4: 1,699 shares; 2026Q1: 1,770 shares 1,770 $848K 0.03% +71 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: 613,695 shares; 2024Q4: 599,287 shares; 2025Q1: 597,111 shares; 2025Q2: 412,892 shares; 2025Q3: 5,108 shares; 2025Q4: 3,372 shares; 2026Q1: 4,229 shares 4,229 $811K 0.03% +857 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,301 shares; 2025Q2: 28,006 shares; 2025Q3: 28,476 shares; 2025Q4: 29,008 shares; 2026Q1: 30,455 shares 30,455 $792K 0.03% +1,447 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,938 shares; 2024Q4: 12,913 shares; 2025Q1: 13,017 shares; 2025Q2: 13,181 shares; 2025Q3: 10,870 shares; 2025Q4: 2,220 shares; 2026Q1: 2,233 shares 2,233 $790K 0.03% +13 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: 2,718 shares; 2024Q4: 2,717 shares; 2025Q1: 2,856 shares; 2025Q2: 2,526 shares; 2025Q3: 2,533 shares; 2025Q4: 2,155 shares; 2026Q1: 2,184 shares 2,184 $781K 0.03% +29 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 8,137 shares; 2025Q1: 8,137 shares; 2025Q2: 8,137 shares; 2025Q3: 8,137 shares; 2025Q4: 8,342 shares; 2026Q1: 8,342 shares 8,342 $762K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 435 shares; 2025Q1: 459 shares; 2025Q2: 12,789 shares; 2025Q3: 673 shares; 2025Q4: 504 shares; 2026Q1: 3,814 shares 3,814 $756K 0.03% +3,310 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,520 shares; 2025Q1: 6,968 shares; 2025Q2: 6,866 shares; 2025Q3: 6,866 shares; 2025Q4: 7,319 shares; 2026Q1: 10,841 shares 10,841 $756K 0.03% +3,522 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: 10,963 shares; 2024Q4: 10,963 shares; 2025Q1: 10,963 shares; 2025Q2: 11,493 shares; 2025Q3: 11,700 shares; 2025Q4: 14,455 shares; 2026Q1: 10,692 shares 10,692 $729K 0.03% -3,763 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,790 shares; 2025Q1: 6,639 shares; 2025Q2: 6,639 shares; 2025Q3: 6,489 shares; 2025Q4: 6,521 shares; 2026Q1: 6,623 shares 6,623 $727K 0.03% +102 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 51,774 shares; 2025Q1: 100,526 shares; 2025Q2: 102,229 shares; 2025Q3: 31,070 shares; 2025Q4: 31,257 shares; 2026Q1: 23,361 shares 23,361 $723K 0.03% -7,896 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 2,018 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares 2,019 $720K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 3,204 shares; 2025Q1: 3,700 shares; 2025Q2: 3,627 shares; 2025Q3: 4,333 shares; 2025Q4: 4,096 shares; 2026Q1: 4,738 shares 4,738 $693K 0.03% +642 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: 3,366 shares; 2024Q4: 3,369 shares; 2025Q1: 3,321 shares; 2025Q2: 3,282 shares; 2025Q3: 3,284 shares; 2025Q4: 3,316 shares; 2026Q1: 3,500 shares 3,500 $687K 0.03% +184 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: 1,791 shares; 2024Q4: 1,875 shares; 2025Q1: 1,914 shares; 2025Q2: 3,969 shares; 2025Q3: 4,978 shares; 2025Q4: 5,138 shares; 2026Q1: 5,479 shares 5,479 $681K 0.03% +341 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: 5,617 shares; 2024Q4: 5,617 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 5,617 shares; 2026Q1: 5,617 shares 5,617 $679K 0.03% 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: 16,746 shares; 2024Q4: 17,068 shares; 2025Q1: 11,910 shares; 2025Q2: 11,953 shares; 2025Q3: 11,897 shares; 2025Q4: 7,536 shares; 2026Q1: 7,265 shares 7,265 $676K 0.03% -271 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: 5,166 shares; 2024Q4: 5,155 shares; 2025Q1: 5,903 shares; 2025Q2: 7,297 shares; 2025Q3: 8,637 shares; 2025Q4: 6,563 shares; 2026Q1: 6,577 shares 6,577 $662K 0.03% +14 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 400 shares; 2025Q2: 20,739 shares; 2025Q3: 16,237 shares; 2025Q4: 16,327 shares; 2026Q1: 16,942 shares 16,942 $661K 0.03% +615 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: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 7,140 shares; 2025Q2: 7,125 shares; 2025Q3: 7,174 shares; 2025Q4: 7,128 shares; 2026Q1: 7,078 shares 7,078 $603K 0.02% -50 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: 2,423 shares; 2024Q4: 2,759 shares; 2025Q1: 3,102 shares; 2025Q2: 2,829 shares; 2025Q3: 3,014 shares; 2025Q4: 3,686 shares; 2026Q1: 6,595 shares 6,595 $597K 0.02% +2,909 Timeline FTEC 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: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,804 shares 2,804 $583K 0.02% -6 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 976 shares; 2025Q1: 2,146 shares; 2025Q2: 973 shares; 2025Q3: 1,573 shares; 2025Q4: 1,511 shares; 2026Q1: 2,709 shares 2,709 $583K 0.02% +1,198 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: 2,857 shares; 2024Q4: 2,591 shares; 2025Q1: 3,109 shares; 2025Q2: 3,347 shares; 2025Q3: 2,829 shares; 2025Q4: 2,690 shares; 2026Q1: 2,863 shares 2,863 $582K 0.02% +173 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: 10,912 shares; 2024Q4: 10,953 shares; 2025Q1: 10,928 shares; 2025Q2: 10,956 shares; 2025Q3: 11,013 shares; 2025Q4: 11,013 shares; 2026Q1: 11,065 shares 11,065 $579K 0.02% +52 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 9,727 shares; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 9,727 shares; 2026Q1: 9,727 shares 9,727 $555K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,740 shares; 2025Q4: 4,858 shares; 2026Q1: 6,499 shares 6,499 $551K 0.02% +1,641 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: 934 shares; 2024Q4: 915 shares; 2025Q1: 929 shares; 2025Q2: 943 shares; 2025Q3: 945 shares; 2025Q4: 949 shares; 2026Q1: 973 shares 973 $548K 0.02% +24 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: 65,120 shares; 2024Q4: 64,267 shares; 2025Q1: 3,457 shares; 2025Q2: 3,729 shares; 2025Q3: 3,716 shares; 2025Q4: 3,454 shares; 2026Q1: 3,526 shares 3,526 $548K 0.02% +72 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: 1,497 shares; 2024Q4: 1,603 shares; 2025Q1: 1,791 shares; 2025Q2: 1,622 shares; 2025Q3: 1,655 shares; 2025Q4: 1,512 shares; 2026Q1: 1,620 shares 1,620 $547K 0.02% +108 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: 14,664 shares; 2024Q4: 14,806 shares; 2025Q1: 14,785 shares; 2025Q2: 14,839 shares; 2025Q3: 8,543 shares; 2025Q4: 8,555 shares; 2026Q1: 9,653 shares 9,653 $546K 0.02% +1,098 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: 10,896 shares; 2024Q4: 10,906 shares; 2025Q1: 11,713 shares; 2025Q2: 11,727 shares; 2025Q3: 11,738 shares; 2025Q4: 11,748 shares; 2026Q1: 11,758 shares 11,758 $532K 0.02% +10 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,201 shares; 2025Q1: 1,191 shares; 2025Q2: 2,093 shares; 2025Q3: 2,444 shares; 2025Q4: 4,423 shares; 2026Q1: 4,458 shares 4,458 $528K 0.02% +35 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: 23,819 shares; 2024Q4: 1,732 shares; 2025Q1: 1,545 shares; 2025Q2: 1,612 shares; 2025Q3: 1,620 shares; 2025Q4: 1,667 shares; 2026Q1: 1,694 shares 1,694 $527K 0.02% +27 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares 5,252 $521K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,170 shares; 2025Q1: 4,257 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,638 shares; 2026Q1: 4,638 shares 4,638 $517K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 7,925 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,927 shares 7,927 $515K 0.02% +5 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,256 shares; 2025Q1: 3,268 shares; 2025Q2: 3,257 shares; 2025Q3: 3,266 shares; 2025Q4: 2,834 shares; 2026Q1: 2,480 shares 2,480 $510K 0.02% -354 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,450 shares; 2025Q1: 1,424 shares; 2025Q2: 1,981 shares; 2025Q3: 2,046 shares; 2025Q4: 2,153 shares; 2026Q1: 2,648 shares 2,648 $508K 0.02% +495 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: 2,062 shares; 2024Q4: 2,069 shares; 2025Q1: 2,083 shares; 2025Q2: 2,103 shares; 2025Q3: 2,657 shares; 2025Q4: 3,455 shares; 2026Q1: 5,270 shares 5,270 $483K 0.02% +1,815 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 20 shares; 2025Q3: 961 shares; 2025Q4: 882 shares; 2026Q1: 889 shares 889 $478K 0.02% +7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,747 shares; 2025Q1: 1,805 shares; 2025Q2: 1,860 shares; 2025Q3: 1,873 shares; 2025Q4: 1,876 shares; 2026Q1: 2,003 shares 2,003 $473K 0.02% +127 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,212 shares; 2025Q3: 10,224 shares; 2025Q4: 10,461 shares; 2026Q1: 10,714 shares 10,714 $469K 0.02% +253 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,324 shares; 2026Q1: 25,000 shares 25,000 $469K 0.02% -324 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 9,068 shares; 2025Q1: 9,116 shares; 2025Q2: 4,861 shares; 2025Q3: 4,862 shares; 2025Q4: 3,554 shares; 2026Q1: 4,143 shares 4,143 $469K 0.02% +589 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 9,006 shares; 2025Q1: 8,926 shares; 2025Q2: 8,834 shares; 2025Q3: 8,533 shares; 2025Q4: 8,533 shares; 2026Q1: 8,533 shares 8,533 $462K 0.02% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,607 shares; 2025Q1: 7,097 shares; 2025Q2: 6,348 shares; 2025Q3: 7,757 shares; 2025Q4: 8,652 shares; 2026Q1: 9,712 shares 9,712 $455K 0.02% +1,060 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,632 shares; 2025Q1: 6,720 shares; 2025Q2: 1,588 shares; 2025Q3: 7,341 shares; 2025Q4: 5,750 shares; 2026Q1: 3,220 shares 3,220 $437K 0.02% -2,530 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,548 shares; 2025Q1: 2,535 shares; 2025Q2: 2,552 shares; 2025Q3: 2,587 shares; 2025Q4: 2,614 shares; 2026Q1: 2,239 shares 2,239 $432K 0.02% -375 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,447 shares; 2025Q1: 4,457 shares; 2025Q2: 4,457 shares; 2025Q3: 4,546 shares; 2025Q4: 4,565 shares; 2026Q1: 4,275 shares 4,275 $428K 0.02% -290 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: 1,022,843 shares; 2024Q4: 677,461 shares; 2025Q1: 685,979 shares; 2025Q2: 352,191 shares; 2025Q3: 362,249 shares; 2025Q4: 111,405 shares; 2026Q1: 8,376 shares 8,376 $422K 0.02% -103,029 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: 8,695 shares; 2024Q4: 6,544 shares; 2025Q1: 6,476 shares; 2025Q2: 5,918 shares; 2025Q3: 6,011 shares; 2025Q4: 5,884 shares; 2026Q1: 4,404 shares 4,404 $421K 0.02% -1,480 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 6,982 shares 6,982 $412K 0.02% +6,717 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: 12,938 shares; 2024Q4: 13,981 shares; 2025Q1: 1,698 shares; 2025Q2: 1,670 shares; 2025Q3: 1,682 shares; 2025Q4: 1,695 shares; 2026Q1: 1,689 shares 1,689 $411K 0.02% -6 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 3,971 shares; 2025Q1: 3,907 shares; 2025Q2: 3,907 shares; 2025Q3: 3,912 shares; 2025Q4: 3,919 shares; 2026Q1: 3,900 shares 3,900 $398K 0.02% -19 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,668 shares; 2025Q1: 1,672 shares; 2025Q2: 1,821 shares; 2025Q3: 1,816 shares; 2025Q4: 1,814 shares; 2026Q1: 1,889 shares 1,889 $393K 0.02% +75 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,918 shares; 2024Q4: 31,760 shares; 2025Q1: 32,184 shares; 2025Q2: 32,788 shares; 2025Q3: 36,503 shares; 2025Q4: 19,416 shares; 2026Q1: 19,926 shares 19,926 $385K 0.01% +510 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: 1,945 shares; 2024Q4: 1,968 shares; 2025Q1: 1,922 shares; 2025Q2: 1,962 shares; 2025Q3: 1,974 shares; 2025Q4: 2,823 shares; 2026Q1: 2,905 shares 2,905 $381K 0.01% +82 Timeline GCOW 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: 7,784 shares; 2024Q4: 7,852 shares; 2025Q1: 7,852 shares; 2025Q2: 7,852 shares; 2025Q3: 7,852 shares; 2025Q4: 7,852 shares; 2026Q1: 7,852 shares 7,852 $363K 0.01% 0 Timeline VNLA 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: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 7,380 shares 7,380 $361K 0.01% +1,190 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: 13,482 shares; 2024Q4: 13,327 shares; 2025Q1: 13,478 shares; 2025Q2: 11,148 shares; 2025Q3: 11,257 shares; 2025Q4: 11,053 shares; 2026Q1: 422 shares 422 $357K 0.01% -10,631 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: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 3,055 shares; 2025Q2: 3,011 shares; 2025Q3: 3,025 shares; 2025Q4: 3,562 shares; 2026Q1: 3,089 shares 3,089 $355K 0.01% -473 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,982 shares; 2025Q1: 4,634 shares; 2025Q2: 2,980 shares; 2025Q3: 3,831 shares; 2025Q4: 3,702 shares; 2026Q1: 4,580 shares 4,580 $354K 0.01% +878 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 740 shares; 2025Q1: 1,029 shares; 2025Q2: 1,095 shares; 2025Q3: 1,088 shares; 2025Q4: 914 shares; 2026Q1: 900 shares 900 $351K 0.01% -14 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: 13,218 shares; 2024Q4: 13,218 shares; 2025Q1: 13,240 shares; 2025Q2: 13,243 shares; 2025Q3: 13,270 shares; 2025Q4: 13,277 shares; 2026Q1: 13,345 shares 13,345 $349K 0.01% +68 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: 155 shares; 2024Q4: 1,550 shares; 2025Q1: 1,553 shares; 2025Q2: 1,562 shares; 2025Q3: 1,595 shares; 2025Q4: 1,608 shares; 2026Q1: 1,630 shares 1,630 $348K 0.01% +22 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,078 shares; 2025Q2: 969 shares; 2025Q3: 1,429 shares; 2025Q4: 2,050 shares; 2026Q1: 2,683 shares 2,683 $344K 0.01% +633 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,419 shares; 2025Q1: 1,304 shares; 2025Q2: 1,836 shares; 2025Q3: 1,699 shares; 2025Q4: 2,746 shares; 2026Q1: 2,507 shares 2,507 $341K 0.01% -239 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 3,867 shares; 2025Q1: 4,187 shares; 2025Q2: 4,191 shares; 2025Q3: 2,947 shares; 2025Q4: 3,000 shares; 2026Q1: 3,447 shares 3,447 $337K 0.01% +447 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares 1,894 $328K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,374 shares; 2025Q1: 1,405 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares; 2025Q4: 1,370 shares; 2026Q1: 1,136 shares 1,136 $326K 0.01% -234 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 3,991 shares; 2025Q4: 4,013 shares; 2026Q1: 4,031 shares 4,031 $326K 0.01% +18 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,381 shares; 2026Q1: 2,383 shares 2,383 $323K 0.01% +2 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,890 shares 8,890 $313K 0.01% new 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: 419 shares; 2024Q4: 667 shares; 2025Q1: 673 shares; 2025Q2: 680 shares; 2025Q3: 681 shares; 2025Q4: 678 shares; 2026Q1: 710 shares 710 $308K 0.01% +32 Timeline IHDG 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: 6,345 shares; 2024Q4: 6,376 shares; 2025Q1: 6,582 shares; 2025Q2: 6,379 shares; 2025Q3: 6,380 shares; 2025Q4: 6,380 shares; 2026Q1: 6,380 shares 6,380 $307K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 584 shares; 2025Q2: 663 shares; 2025Q3: 1,085 shares; 2025Q4: 1,077 shares; 2026Q1: 1,099 shares 1,099 $307K 0.01% +22 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: 3,172 shares; 2024Q4: 3,472 shares; 2025Q1: 3,268 shares; 2025Q2: 2,808 shares; 2025Q3: 3,233 shares; 2025Q4: 3,215 shares; 2026Q1: 3,247 shares 3,247 $298K 0.01% +32 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,354 shares; 2024Q4: 839,269 shares; 2025Q1: 3,428 shares; 2025Q2: 2,427 shares; 2025Q3: 2,001 shares; 2025Q4: 3,762 shares; 2026Q1: 4,192 shares 4,192 $294K 0.01% +430 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 6 shares; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 988 shares 988 $293K 0.01% +976 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,027 shares; 2025Q1: 910 shares; 2025Q2: 927 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 1,185 shares 1,185 $293K 0.01% +254 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,380 shares; 2025Q1: 1,375 shares; 2025Q2: 1,393 shares; 2025Q3: 1,243 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $285K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,218 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares 3,618 $285K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,919 shares; 2024Q4: 59,816 shares; 2025Q1: 100,429 shares; 2025Q2: 104,491 shares; 2025Q3: 103,638 shares; 2025Q4: 106,434 shares; 2026Q1: 2,812 shares 2,812 $275K 0.01% -103,622 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 9,399 shares; 2025Q1: 8,940 shares; 2025Q2: 10,176 shares; 2025Q3: 10,860 shares; 2025Q4: 10,568 shares; 2026Q1: 10,593 shares 10,593 $272K 0.01% +25 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,105 shares; 2025Q3: 1,106 shares; 2025Q4: 1,872 shares; 2026Q1: 3,574 shares 3,574 $268K 0.01% +1,702 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,526 shares; 2025Q2: 1,553 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,328 shares 1,328 $263K 0.01% -239 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $262K 0.01% 0 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: 873 shares; 2024Q4: 909 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 422 shares 422 $260K 0.01% -238 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: 543 shares; 2024Q4: 548 shares; 2025Q1: 543 shares; 2025Q2: 1,413 shares; 2025Q3: 987 shares; 2025Q4: 1,220 shares; 2026Q1: 1,036 shares 1,036 $257K 0.01% -184 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,629 shares; 2025Q2: 4,629 shares; 2025Q3: 4,540 shares; 2025Q4: 4,547 shares; 2026Q1: 4,363 shares 4,363 $255K 0.01% -184 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,224 shares; 2025Q3: 6,224 shares; 2025Q4: 6,442 shares; 2026Q1: 6,224 shares 6,224 $254K 0.01% -218 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: 1,275 shares; 2024Q4: 1,876 shares; 2025Q1: 1,701 shares; 2025Q2: 1,903 shares; 2025Q3: 1,626 shares; 2025Q4: 1,967 shares; 2026Q1: 1,269 shares 1,269 $253K 0.01% -698 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $250K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799 $238K 0.01% 0 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: 1,298 shares; 2024Q4: 1,398 shares; 2025Q1: 1,298 shares; 2025Q2: 1,462 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,440 shares 1,440 $236K 0.01% +20 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,452 shares; 2025Q1: 1,457 shares; 2025Q2: 1,539 shares; 2025Q3: 1,482 shares; 2025Q4: 1,471 shares; 2026Q1: 1,495 shares 1,495 $232K 0.01% +24 Timeline ESGE 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: 10,132 shares; 2024Q4: 8,710 shares; 2025Q1: 8,685 shares; 2025Q2: 8,244 shares; 2025Q3: 8,002 shares; 2025Q4: 7,388 shares; 2026Q1: 5,062 shares 5,062 $230K 0.01% -2,326 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,453 shares; 2025Q4: 1,462 shares; 2026Q1: 1,453 shares 1,453 $230K 0.01% -9 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,965 shares; 2025Q1: 1,353 shares; 2025Q2: 1,262 shares; 2025Q3: 1,284 shares; 2025Q4: 1,143 shares; 2026Q1: 870 shares 870 $228K 0.01% -273 Timeline SPYD 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: 13,689 shares; 2024Q4: 15,370 shares; 2025Q1: 15,723 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 1,642 shares; 2026Q1: 4,928 shares 4,928 $224K 0.01% +3,286 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,473 shares; 2025Q1: 2,749 shares; 2025Q2: 2,970 shares; 2025Q3: 3,186 shares; 2025Q4: 3,555 shares; 2026Q1: 4,205 shares 4,205 $222K 0.01% +650 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: 435 shares; 2024Q4: 535 shares; 2025Q1: 472 shares; 2025Q2: 463 shares; 2025Q3: 521 shares; 2025Q4: 648 shares; 2026Q1: 781 shares 781 $222K 0.01% +133 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,916 shares; 2025Q1: 3,160 shares; 2025Q2: 3,160 shares; 2025Q3: 3,110 shares; 2025Q4: 3,111 shares; 2026Q1: 2,815 shares 2,815 $222K 0.01% -296 Timeline CWB 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: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,415 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $221K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,302 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares 1,196 $220K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,197 shares; 2025Q1: 5,274 shares; 2025Q2: 5,273 shares; 2025Q3: 5,507 shares; 2025Q4: 4,060 shares; 2026Q1: 4,208 shares 4,208 $219K 0.01% +148 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,561 shares; 2025Q1: 1,658 shares; 2025Q2: 1,918 shares; 2025Q3: 1,939 shares; 2025Q4: 2,066 shares; 2026Q1: 2,254 shares 2,254 $218K 0.01% +188 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: 1,312 shares; 2024Q4: 1,323 shares; 2025Q1: 1,301 shares; 2025Q2: 1,207 shares; 2025Q3: 1,225 shares; 2025Q4: 1,211 shares; 2026Q1: 1,485 shares 1,485 $216K 0.01% +274 Timeline IBDV 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: 6,609 shares; 2024Q4: 6,960 shares; 2025Q1: 6,051 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 6,802 shares; 2026Q1: 9,732 shares 9,732 $213K 0.01% +2,930 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: 3,779 shares; 2024Q4: 3,780 shares; 2025Q1: 3,819 shares; 2025Q2: 4,345 shares; 2025Q3: 3,952 shares; 2025Q4: 3,895 shares; 2026Q1: 3,909 shares 3,909 $211K 0.01% +14 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,021 shares; 2025Q2: 1,821 shares; 2025Q3: 1,823 shares; 2025Q4: 2,327 shares; 2026Q1: 2,182 shares 2,182 $206K 0.01% -145 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: 46,716 shares; 2024Q4: 42,067 shares; 2025Q1: 46,500 shares; 2025Q2: 48,634 shares; 2025Q3: 59,786 shares; 2025Q4: 892 shares; 2026Q1: 1,096 shares 1,096 $205K 0.01% +204 Timeline IBDT 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: 6,166 shares; 2024Q4: 6,168 shares; 2025Q1: 5,382 shares; 2025Q2: 5,423 shares; 2025Q3: 5,426 shares; 2025Q4: 5,429 shares; 2026Q1: 7,978 shares 7,978 $202K 0.01% +2,549 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: 2,313 shares; 2024Q4: 1,923 shares; 2025Q1: 1,435 shares; 2025Q2: 1,535 shares; 2025Q3: 1,935 shares; 2025Q4: 3,630 shares; 2026Q1: 5,258 shares 5,258 $202K 0.01% +1,628 Timeline IBDS 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: 6,425 shares; 2024Q4: 6,428 shares; 2025Q1: 5,604 shares; 2025Q2: 5,606 shares; 2025Q3: 5,609 shares; 2025Q4: 5,612 shares; 2026Q1: 8,285 shares 8,285 $201K 0.01% +2,673 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 1,125 shares 1,125 $201K 0.01% +1,000 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,503 shares; 2025Q1: 4,509 shares; 2025Q2: 4,515 shares; 2025Q3: 4,521 shares; 2025Q4: 4,527 shares; 2026Q1: 3,982 shares 3,982 $200K 0.01% -545 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: 636 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 674 shares; 2025Q3: 687 shares; 2025Q4: 667 shares; 2026Q1: 658 shares 658 $199K 0.01% -9 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: 1,067 shares; 2024Q4: 1,069 shares; 2025Q1: 1,258 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 850 shares; 2026Q1: 2,401 shares 2,401 $199K 0.01% +1,551 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: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $199K 0.01% 0 Timeline IBDU 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: 6,507 shares; 2024Q4: 6,507 shares; 2025Q1: 5,650 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,693 shares; 2026Q1: 8,457 shares 8,457 $197K 0.01% +2,764 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 613 shares; 2025Q1: 622 shares; 2025Q2: 620 shares; 2025Q3: 628 shares; 2025Q4: 620 shares; 2026Q1: 626 shares 626 $197K 0.01% +6 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,248 shares; 2025Q4: 6,291 shares; 2026Q1: 9,346 shares 9,346 $196K 0.01% +3,055 Timeline IBDR 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: 6,405 shares; 2024Q4: 6,408 shares; 2025Q1: 6,409 shares; 2025Q2: 5,584 shares; 2025Q3: 5,586 shares; 2025Q4: 5,345 shares; 2026Q1: 8,022 shares 8,022 $194K 0.01% +2,677 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,000 shares 23,000 $191K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,206 shares; 2024Q4: 81,892 shares; 2025Q1: 40,718 shares; 2025Q2: 42,870 shares; 2025Q3: 1,938 shares; 2025Q4: 5,644 shares; 2026Q1: 6,540 shares 6,540 $190K 0.01% +896 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 477 shares; 2025Q4: 481 shares; 2026Q1: 485 shares 485 $190K 0.01% +4 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: 1,931 shares; 2024Q4: 1,938 shares; 2025Q1: 1,942 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 470 shares; 2026Q1: 873 shares 873 $184K 0.01% +403 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 3,195 shares; 2026Q1: 9,804 shares 9,804 $184K 0.01% +6,609 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: 1,223 shares; 2024Q4: 1,110 shares; 2025Q1: 1,272 shares; 2025Q2: 1,275 shares; 2025Q3: 1,277 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $182K 0.01% 0 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: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,278 shares; 2025Q3: 1,178 shares; 2025Q4: 828 shares; 2026Q1: 828 shares 828 $180K 0.01% 0 Timeline IJT 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 869 shares; 2025Q2: 847 shares; 2025Q3: 1,240 shares; 2025Q4: 1,241 shares; 2026Q1: 1,242 shares 1,242 $180K 0.01% +1 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 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 $178K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares 1,677 $178K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,370 shares; 2025Q1: 2,379 shares; 2025Q2: 2,476 shares; 2025Q3: 2,464 shares; 2025Q4: 2,444 shares; 2026Q1: 2,452 shares 2,452 $177K 0.01% +8 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 617 shares; 2025Q1: 867 shares; 2025Q2: 954 shares; 2025Q3: 970 shares; 2025Q4: 976 shares; 2026Q1: 1,020 shares 1,020 $177K 0.01% +44 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: 2,398 shares; 2024Q4: 2,896 shares; 2025Q1: 2,041 shares; 2025Q2: 1,967 shares; 2025Q3: 1,964 shares; 2025Q4: 1,797 shares; 2026Q1: 1,827 shares 1,827 $176K 0.01% +30 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 5,052 shares; 2025Q3: 1,075 shares; 2025Q4: 2,069 shares; 2026Q1: 11,052 shares 11,052 $176K 0.01% +8,983 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $175K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,621 shares; 2026Q1: 3,721 shares 3,721 $175K 0.01% +100 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: 5,180 shares; 2024Q4: 5,188 shares; 2025Q1: 5,718 shares; 2025Q2: 5,727 shares; 2025Q3: 5,737 shares; 2025Q4: 5,745 shares; 2026Q1: 5,754 shares 5,754 $174K 0.01% +9 Timeline VWOB 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 2,641 shares 2,641 $173K 0.01% +1,775 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 4,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,000 shares; 2026Q1: 7,500 shares 7,500 $173K 0.01% +1,500 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: 1,147 shares; 2024Q4: 1,828 shares; 2025Q1: 1,838 shares; 2025Q2: 1,863 shares; 2025Q3: 1,869 shares; 2025Q4: 1,934 shares; 2026Q1: 2,058 shares 2,058 $172K 0.01% +124 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: 51,900 shares; 2024Q4: 51,872 shares; 2025Q1: 1,573 shares; 2025Q2: 2,142 shares; 2025Q3: 1,849 shares; 2025Q4: 1,799 shares; 2026Q1: 1,837 shares 1,837 $171K 0.01% +38 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 3,239 shares 3,239 $170K 0.01% +2,000 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,210 shares; 2025Q1: 2,310 shares; 2025Q2: 2,361 shares; 2025Q3: 2,783 shares; 2025Q4: 3,148 shares; 2026Q1: 1,900 shares 1,900 $170K 0.01% -1,248 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: 11,666 shares; 2024Q4: 11,669 shares; 2025Q1: 8,802 shares; 2025Q2: 556 shares; 2025Q3: 849 shares; 2025Q4: 559 shares; 2026Q1: 624 shares 624 $169K 0.01% +65 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 138 shares; 2025Q2: 153 shares; 2025Q3: 195 shares; 2025Q4: 180 shares; 2026Q1: 192 shares 192 $168K 0.01% +12 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,851 shares; 2025Q1: 1,799 shares; 2025Q2: 1,803 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810 $167K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,837 shares; 2025Q1: 1,857 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,918 shares; 2026Q1: 2,031 shares 2,031 $166K 0.01% +113 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 3,500 shares; 2026Q1: 7,530 shares 7,530 $162K 0.01% +4,030 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 reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 55 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 1,470 shares 1,470 $159K 0.01% +821 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 253 shares; 2025Q2: 422 shares; 2025Q3: 480 shares; 2025Q4: 481 shares; 2026Q1: 342 shares 342 $158K 0.01% -139 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 4,055 shares; 2025Q1: 4,070 shares; 2025Q2: 4,221 shares; 2025Q3: 4,229 shares; 2025Q4: 4,252 shares; 2026Q1: 4,248 shares 4,248 $158K 0.01% -4 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: 970 shares; 2024Q4: 1,108 shares; 2025Q1: 1,162 shares; 2025Q2: 955 shares; 2025Q3: 981 shares; 2025Q4: 917 shares; 2026Q1: 951 shares 951 $156K 0.01% +34 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,355 shares 1,355 $156K 0.01% +18 Timeline VCR 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: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $155K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 514 shares; 2026Q1: 646 shares 646 $155K 0.01% +132 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: 2,559 shares; 2024Q4: 3,176 shares; 2025Q1: 3,240 shares; 2025Q2: 3,482 shares; 2025Q3: 3,085 shares; 2025Q4: 2,204 shares; 2026Q1: 1,959 shares 1,959 $154K 0.01% -245 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares 6,200 $151K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 503 shares; 2025Q2: 297 shares; 2025Q3: 298 shares; 2025Q4: 1,157 shares; 2026Q1: 1,387 shares 1,387 $151K 0.01% +230 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: 530 shares; 2024Q4: 552 shares; 2025Q1: 610 shares; 2025Q2: 587 shares; 2025Q3: 582 shares; 2025Q4: 592 shares; 2026Q1: 618 shares 618 $150K 0.01% +26 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,074 shares; 2025Q1: 1,075 shares; 2025Q2: 1,067 shares; 2025Q3: 826 shares; 2025Q4: 827 shares; 2026Q1: 840 shares 840 $150K 0.01% +13 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,180 shares; 2025Q1: 2,165 shares; 2025Q2: 2,183 shares; 2025Q3: 2,191 shares; 2025Q4: 2,277 shares; 2026Q1: 2,313 shares 2,313 $149K 0.01% +36 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: 238,532 shares; 2024Q4: 253,429 shares; 2025Q1: 3,270 shares; 2025Q2: 4,288 shares; 2025Q3: 4,297 shares; 2025Q4: 5,032 shares; 2026Q1: 5,172 shares 5,172 $148K 0.01% +140 Timeline XSD 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 347 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $146K 0.01% 0 Timeline VNQI 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: 3,276 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,423 shares; 2025Q3: 3,286 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares 3,276 $146K 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: 898 shares; 2024Q4: 1,117 shares; 2025Q1: 1,313 shares; 2025Q2: 1,543 shares; 2025Q3: 1,593 shares; 2025Q4: 1,601 shares; 2026Q1: 1,827 shares 1,827 $145K 0.01% +226 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: 2,449 shares; 2024Q4: 2,626 shares; 2025Q1: 52,622 shares; 2025Q2: 55,990 shares; 2025Q3: 2,911 shares; 2025Q4: 2,530 shares; 2026Q1: 2,942 shares 2,942 $145K 0.01% +412 Timeline USPX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares 2,543 $145K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,040 shares; 2025Q1: 4,012 shares; 2025Q2: 3,611 shares; 2025Q3: 3,621 shares; 2025Q4: 2,597 shares; 2026Q1: 2,384 shares 2,384 $145K 0.01% -213 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,230 shares; 2025Q1: 820 shares; 2025Q2: 825 shares; 2025Q3: 2,825 shares; 2025Q4: 10,989 shares; 2026Q1: 20,869 shares 20,869 $143K 0.01% +9,880 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,349 shares; 2026Q1: 3,938 shares 3,938 $143K 0.01% +2,589 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 1,207 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445 $141K 0.01% 0 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: 631 shares; 2024Q4: 637 shares; 2025Q1: 710 shares; 2025Q2: 642 shares; 2025Q3: 669 shares; 2025Q4: 663 shares; 2026Q1: 668 shares 668 $140K 0.01% +5 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,605 shares 6,605 $139K 0.01% +355 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $139K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 1,752 shares; 2025Q2: 2,444 shares; 2025Q3: 2,218 shares; 2025Q4: 2,433 shares; 2026Q1: 2,318 shares 2,318 $138K 0.01% -115 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: 1,780 shares; 2024Q4: 2,040 shares; 2025Q1: 2,178 shares; 2025Q2: 2,631 shares; 2025Q3: 2,647 shares; 2025Q4: 2,712 shares; 2026Q1: 2,803 shares 2,803 $137K 0.01% +91 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares 4,845 $134K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,170 shares; 2024Q4: 11,931 shares; 2025Q1: 12,003 shares; 2025Q2: 12,274 shares; 2025Q3: 12,334 shares; 2025Q4: 6,499 shares; 2026Q1: 6,553 shares 6,553 $131K 0.01% +54 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 0 shares; 2025Q2: 500 shares; 2025Q3: 700 shares; 2025Q4: 800 shares; 2026Q1: 1,100 shares 1,100 $130K 0.01% +300 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 reported; 2024Q4: 1,000 shares; 2025Q1: 471 shares; 2025Q2: 312 shares; 2025Q3: 1,349 shares; 2025Q4: 1,463 shares; 2026Q1: 1,880 shares 1,880 $130K 0.01% +417 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 405 shares; 2025Q2: 711 shares; 2025Q3: 717 shares; 2025Q4: 817 shares; 2026Q1: 1,349 shares 1,349 $130K 0.01% +532 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: 30,716 shares; 2024Q4: 30,637 shares; 2025Q1: 21,574 shares; 2025Q2: 877 shares; 2025Q3: 600 shares; 2025Q4: 647 shares; 2026Q1: 668 shares 668 $130K 0.01% +21 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 2,331 shares 2,331 $129K <0.01% +2,129 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,565 shares 2,565 $127K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 4,016 shares; 2025Q1: 5,025 shares; 2025Q2: 5,976 shares; 2025Q3: 4,597 shares; 2025Q4: 4,157 shares; 2026Q1: 5,594 shares 5,594 $127K <0.01% +1,437 Timeline MLPA 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: 2,067 shares; 2024Q4: 2,106 shares; 2025Q1: 2,143 shares; 2025Q2: 2,183 shares; 2025Q3: 2,224 shares; 2025Q4: 2,269 shares; 2026Q1: 2,312 shares 2,312 $125K <0.01% +43 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 581 shares; 2025Q2: 583 shares; 2025Q3: 592 shares; 2025Q4: 578 shares; 2026Q1: 599 shares 599 $124K <0.01% +21 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 259 shares; 2025Q1: 1,626 shares; 2025Q2: 1,690 shares; 2025Q3: 1,815 shares; 2025Q4: 1,209 shares; 2026Q1: 1,509 shares 1,509 $122K <0.01% +300 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $121K <0.01% 0 Timeline XMHQ 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: 396,577 shares; 2024Q4: 400,283 shares; 2025Q1: 3,180 shares; 2025Q2: 1,550 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $120K <0.01% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,194 shares; 2026Q1: 4,721 shares 4,721 $119K <0.01% +2,527 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 891 shares 891 $117K <0.01% +635 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: 854 shares; 2024Q4: 976 shares; 2025Q1: 1,032 shares; 2025Q2: 1,041 shares; 2025Q3: 1,161 shares; 2025Q4: 1,406 shares; 2026Q1: 1,409 shares 1,409 $116K <0.01% +3 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,811 shares; 2025Q1: 3,170 shares; 2025Q2: 2,811 shares; 2025Q3: 2,684 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares 2,644 $115K <0.01% 0 Timeline FDVV 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: 100 shares; 2024Q4: 201 shares; 2025Q1: 803 shares; 2025Q2: 1,104 shares; 2025Q3: 1,111 shares; 2025Q4: 1,772 shares; 2026Q1: 2,080 shares 2,080 $115K <0.01% +308 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $115K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,161 shares; 2025Q1: 1,314 shares; 2025Q2: 1,174 shares; 2025Q3: 1,175 shares; 2025Q4: 1,176 shares; 2026Q1: 2,011 shares 2,011 $114K <0.01% +835 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,184 shares; 2025Q1: 4,184 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares 4,184 $113K <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: 1,543 shares; 2024Q4: 1,541 shares; 2025Q1: 1,566 shares; 2025Q2: 1,094 shares; 2025Q3: 786 shares; 2025Q4: 1,725 shares; 2026Q1: 2,133 shares 2,133 $113K <0.01% +408 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: 3,240 shares; 2024Q4: 2,640 shares; 2025Q1: 2,829 shares; 2025Q2: 2,567 shares; 2025Q3: 2,549 shares; 2025Q4: 3,393 shares; 2026Q1: 3,501 shares 3,501 $112K <0.01% +108 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 549 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 763 shares; 2026Q1: 1,507 shares 1,507 $112K <0.01% +744 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $111K <0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,361 shares; 2025Q1: 2,363 shares; 2025Q2: 2,365 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,368 shares 2,368 $111K <0.01% +1 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares 561 $111K <0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,366 shares; 2025Q1: 5,401 shares; 2025Q2: 5,439 shares; 2025Q3: 5,479 shares; 2025Q4: 5,721 shares; 2026Q1: 2,061 shares 2,061 $108K <0.01% -3,660 Timeline FNCL 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: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544 $108K <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: 719 shares; 2024Q4: 763 shares; 2025Q1: 753 shares; 2025Q2: 1,970 shares; 2025Q3: 1,948 shares; 2025Q4: 2,250 shares; 2026Q1: 837 shares 837 $108K <0.01% -1,413 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: 1,147 shares; 2024Q4: 1,739 shares; 2025Q1: 1,756 shares; 2025Q2: 2,228 shares; 2025Q3: 2,256 shares; 2025Q4: 2,329 shares; 2026Q1: 2,347 shares 2,347 $107K <0.01% +18 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: 213 shares; 2024Q4: 413 shares; 2025Q1: 414 shares; 2025Q2: 413 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 215 shares 215 $106K <0.01% +2 Timeline SCHP 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: 489 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,411 shares; 2025Q3: 952 shares; 2025Q4: 5,860 shares; 2026Q1: 3,935 shares 3,935 $105K <0.01% -1,925 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: 6,809 shares; 2024Q4: 2,816 shares; 2025Q1: 2,387 shares; 2025Q2: 2,465 shares; 2025Q3: 2,893 shares; 2025Q4: 2,644 shares; 2026Q1: 2,323 shares 2,323 $103K <0.01% -321 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,227 shares; 2025Q3: 1,306 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227 $101K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,400 shares 6,400 $101K <0.01% new 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 727 shares; 2025Q2: 728 shares; 2025Q3: 878 shares; 2025Q4: 897 shares; 2026Q1: 905 shares 905 $101K <0.01% +8 Timeline HSLV HIGHLANDER SILVER CORP More: the full row for HIGHLANDER SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,000 shares 17,000 $100K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 28 shares; 2025Q1: 55 shares; 2025Q2: 49 shares; 2025Q3: 536 shares; 2025Q4: 465 shares; 2026Q1: 511 shares 511 $99.8K <0.01% +46 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,790 shares; 2025Q1: 4,793 shares; 2025Q2: 4,797 shares; 2025Q3: 4,355 shares; 2025Q4: 4,355 shares; 2026Q1: 4,355 shares 4,355 $99.8K <0.01% 0 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: 234 shares; 2024Q4: 261 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 658 shares 658 $99.5K <0.01% +608 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,342 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,047 shares; 2025Q4: 1,048 shares; 2026Q1: 1,026 shares 1,026 $99.1K <0.01% -22 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,880 shares 6,880 $98.4K <0.01% new 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 reported; 2024Q4: 208 shares; 2025Q1: 556 shares; 2025Q2: 507 shares; 2025Q3: 526 shares; 2025Q4: 543 shares; 2026Q1: 605 shares 605 $96.6K <0.01% +62 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 259 shares; 2025Q2: 413 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 523 shares 523 $95.4K <0.01% +99 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 1,943 shares 1,943 $93.8K <0.01% +1,009 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 240 shares; 2025Q2: 461 shares; 2025Q3: 306 shares; 2025Q4: 310 shares; 2026Q1: 322 shares 322 $93.5K <0.01% +12 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,001 shares; 2025Q2: 2,060 shares; 2025Q3: 2,061 shares; 2025Q4: 1,883 shares; 2026Q1: 1,906 shares 1,906 $93K <0.01% +23 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 3,014 shares 3,014 $90.4K <0.01% +84 Timeline FDL 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: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,809 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $90.4K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 309 shares; 2025Q4: 369 shares; 2026Q1: 332 shares 332 $89.7K <0.01% -37 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 1,640 shares 1,640 $89.6K <0.01% +1,245 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $88.9K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,047 shares; 2025Q1: 3,909 shares; 2025Q2: 4,031 shares; 2025Q3: 4,079 shares; 2025Q4: 1,094 shares; 2026Q1: 972 shares 972 $87.9K <0.01% -122 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: 898 shares; 2024Q4: 962 shares; 2025Q1: 1,187 shares; 2025Q2: 1,098 shares; 2025Q3: 1,143 shares; 2025Q4: 1,067 shares; 2026Q1: 838 shares 838 $86K <0.01% -229 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 177 shares; 2026Q1: 1,476 shares 1,476 $85.9K <0.01% +1,299 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: 91,876 shares; 2024Q4: 99,218 shares; 2025Q1: 106,605 shares; 2025Q2: 109,613 shares; 2025Q3: 123,697 shares; 2025Q4: 1,405 shares; 2026Q1: 1,453 shares 1,453 $83.8K <0.01% +48 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: 1,482 shares; 2024Q4: 2,997 shares; 2025Q1: 3,198 shares; 2025Q2: 3,223 shares; 2025Q3: 3,248 shares; 2025Q4: 3,605 shares; 2026Q1: 3,437 shares 3,437 $83.4K <0.01% -168 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,507 shares 5,507 $83.3K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,334 shares; 2025Q1: 1,414 shares; 2025Q2: 1,302 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,508 shares 1,508 $83.2K <0.01% +200 Timeline VPU 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: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $83K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 845 shares; 2025Q1: 1,545 shares; 2025Q2: 2,720 shares; 2025Q3: 2,738 shares; 2025Q4: 4,369 shares; 2026Q1: 3,140 shares 3,140 $83K <0.01% -1,229 Timeline SPDW 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: 1,798 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,817 shares; 2026Q1: 1,817 shares 1,817 $83K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,738 shares; 2025Q1: 1,690 shares; 2025Q2: 850 shares; 2025Q3: 863 shares; 2025Q4: 865 shares; 2026Q1: 848 shares 848 $82.4K <0.01% -17 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 3,191 shares; 2026Q1: 4,421 shares 4,421 $82.4K <0.01% +1,230 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 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 $82K <0.01% 0 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: 1,585 shares; 2024Q4: 2,350 shares; 2025Q1: 298,577 shares; 2025Q2: 5,235 shares; 2025Q3: 2,457 shares; 2025Q4: 1,856 shares; 2026Q1: 1,945 shares 1,945 $81K <0.01% +89 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: 19,026 shares; 2024Q4: 18,803 shares; 2025Q1: 307 shares; 2025Q2: 292 shares; 2025Q3: 397 shares; 2025Q4: 392 shares; 2026Q1: 356 shares 356 $80.4K <0.01% -36 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 3,040 shares 3,040 $78.6K <0.01% +2,468 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 351 shares; 2025Q2: 335 shares; 2025Q3: 388 shares; 2025Q4: 358 shares; 2026Q1: 634 shares 634 $77.8K <0.01% +276 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 703 shares 703 $77.6K <0.01% +503 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $77.5K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,547 shares; 2025Q2: 1,560 shares; 2025Q3: 1,576 shares; 2025Q4: 1,571 shares; 2026Q1: 1,602 shares 1,602 $77.5K <0.01% +31 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: 44,400 shares; 2024Q4: 45,144 shares; 2025Q1: 328 shares; 2025Q2: 354 shares; 2025Q3: 360 shares; 2025Q4: 372 shares; 2026Q1: 370 shares 370 $77.3K <0.01% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $77.3K <0.01% 0 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $76.8K <0.01% 0 Timeline VONV 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: 561 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 817 shares 817 $76.6K <0.01% +45 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $76.3K <0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $75.6K <0.01% 0 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 409 shares; 2025Q3: 412 shares; 2025Q4: 409 shares; 2026Q1: 414 shares 414 $75.5K <0.01% +5 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $75.3K <0.01% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $75.2K <0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,354 shares; 2025Q1: 3,355 shares; 2025Q2: 3,358 shares; 2025Q3: 3,360 shares; 2025Q4: 3,363 shares; 2026Q1: 3,365 shares 3,365 $75K <0.01% +2 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: 294 shares; 2024Q4: 294 shares; 2025Q1: 282 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $74.9K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 441 shares; 2025Q1: 399 shares; 2025Q2: 785 shares; 2025Q3: 645 shares; 2025Q4: 527 shares; 2026Q1: 758 shares 758 $74.6K <0.01% +231 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,304 shares; 2025Q1: 3,306 shares; 2025Q2: 3,308 shares; 2025Q3: 3,310 shares; 2025Q4: 3,314 shares; 2026Q1: 3,315 shares 3,315 $74.4K <0.01% +1 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 878 shares 878 $74.3K <0.01% +3 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 92 shares; 2025Q3: 93 shares; 2025Q4: 60 shares; 2026Q1: 233 shares 233 $74.1K <0.01% +173 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 967 shares 967 $74.1K <0.01% +677 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: 544 shares; 2024Q4: 766 shares; 2025Q1: 1,174 shares; 2025Q2: 825 shares; 2025Q3: 847 shares; 2025Q4: 871 shares; 2026Q1: 1,256 shares 1,256 $73.8K <0.01% +385 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: 976 shares; 2024Q4: 978 shares; 2025Q1: 1,010 shares; 2025Q2: 1,025 shares; 2025Q3: 1,052 shares; 2025Q4: 1,001 shares; 2026Q1: 1,033 shares 1,033 $73.6K <0.01% +32 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: 411 shares; 2024Q4: 410 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 277 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $73.5K <0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares 3,591 $73.3K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 850 shares; 2025Q3: 205 shares; 2025Q4: 608 shares; 2026Q1: 941 shares 941 $72.9K <0.01% +333 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares 2,002 $72.9K <0.01% 0 Timeline JNK 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: 781 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $72.7K <0.01% 0 Timeline EEMS 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $72.7K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,587 shares; 2025Q1: 2,573 shares; 2025Q2: 2,589 shares; 2025Q3: 2,602 shares; 2025Q4: 2,605 shares; 2026Q1: 2,740 shares 2,740 $72.6K <0.01% +135 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 498 shares 498 $72.6K <0.01% +259 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 1,832 shares; 2025Q1: 5,396 shares; 2025Q2: 6,422 shares; 2025Q3: 5,517 shares; 2025Q4: 6,148 shares; 2026Q1: 6,266 shares 6,266 $72.3K <0.01% +118 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 782 shares 782 $72.2K <0.01% +2 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 225 shares; 2025Q2: 224 shares; 2025Q3: 230 shares; 2025Q4: 235 shares; 2026Q1: 251 shares 251 $72.1K <0.01% +16 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $71.6K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 2,336 shares; 2025Q1: 1,960 shares; 2025Q2: 1,971 shares; 2025Q3: 5,981 shares; 2025Q4: 7,825 shares; 2026Q1: 13,837 shares 13,837 $71.5K <0.01% +6,012 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $71.4K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $71.4K <0.01% 0 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 346 shares; 2026Q1: 344 shares 344 $70.9K <0.01% -2 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 2,586 shares; 2025Q1: 2,708 shares; 2025Q2: 2,539 shares; 2025Q3: 2,570 shares; 2025Q4: 2,610 shares; 2026Q1: 2,561 shares 2,561 $70.3K <0.01% -49 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares; 2026Q1: 3,560 shares 3,560 $70.2K <0.01% 0 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 reported; 2024Q4: 2,124 shares; 2025Q1: 1,198 shares; 2025Q2: 1,472 shares; 2025Q3: 475 shares; 2025Q4: 1,750 shares; 2026Q1: 280 shares 280 $70.2K <0.01% -1,470 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 454 shares; 2025Q1: 462 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 969 shares; 2026Q1: 1,011 shares 1,011 $70.1K <0.01% +42 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares 996 $70K <0.01% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $70K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,106 shares 1,106 $69K <0.01% +6 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 471 shares; 2025Q3: 475 shares; 2025Q4: 453 shares; 2026Q1: 473 shares 473 $68.4K <0.01% +20 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 945 shares; 2025Q4: 1,872 shares; 2026Q1: 1,371 shares 1,371 $68.4K <0.01% -501 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 312 shares; 2025Q2: 81 shares; 2025Q3: 112 shares; 2025Q4: 852 shares; 2026Q1: 7,352 shares 7,352 $68.2K <0.01% +6,500 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,333 shares; 2025Q1: 3,237 shares; 2025Q2: 3,241 shares; 2025Q3: 3,244 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares 2,976 $68.2K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 48 shares; 2025Q4: 154 shares; 2026Q1: 171 shares 171 $68.1K <0.01% +17 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: 80,815 shares; 2024Q4: 79,420 shares; 2025Q1: 79,305 shares; 2025Q2: 80,601 shares; 2025Q3: 758 shares; 2025Q4: 690 shares; 2026Q1: 941 shares 941 $66.5K <0.01% +251 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 217 shares; 2025Q2: 226 shares; 2025Q3: 1,303 shares; 2025Q4: 1,291 shares; 2026Q1: 1,354 shares 1,354 $66.4K <0.01% +63 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $64.8K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $64.8K <0.01% 0 Timeline VOT 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: 45 shares; 2024Q4: 55 shares; 2025Q1: 115 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $63.9K <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: 2,485 shares; 2024Q4: 2,796 shares; 2025Q1: 806 shares; 2025Q2: 1,269 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 1,044 shares 1,044 $63.8K <0.01% +121 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: 262 shares; 2024Q4: 267 shares; 2025Q1: 417 shares; 2025Q2: 355 shares; 2025Q3: 389 shares; 2025Q4: 334 shares; 2026Q1: 479 shares 479 $63.3K <0.01% +145 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 308 shares; 2025Q2: 307 shares; 2025Q3: 311 shares; 2025Q4: 320 shares; 2026Q1: 321 shares 321 $62.9K <0.01% +1 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 62 shares; 2025Q2: 204 shares; 2025Q3: 212 shares; 2025Q4: 204 shares; 2026Q1: 214 shares 214 $62.4K <0.01% +10 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 56 shares 56 $61.5K <0.01% -1 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: 937 shares; 2024Q4: 833 shares; 2025Q1: 865 shares; 2025Q2: 764 shares; 2025Q3: 783 shares; 2025Q4: 905 shares; 2026Q1: 811 shares 811 $60.4K <0.01% -94 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 598 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $59.9K <0.01% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 1,100 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $59.4K <0.01% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227 shares; 2026Q1: 1,236 shares 1,236 $58.8K <0.01% +9 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 154 shares; 2025Q2: 161 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 169 shares 169 $58.3K <0.01% +5 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 90 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 87 shares; 2025Q4: 86 shares; 2026Q1: 98 shares 98 $57.7K <0.01% +12 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares; 2026Q1: 3,354 shares 3,354 $57.4K <0.01% 0 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: 726 shares; 2024Q4: 674 shares; 2025Q1: 653 shares; 2025Q2: 817 shares; 2025Q3: 665 shares; 2025Q4: 654 shares; 2026Q1: 644 shares 644 $57.1K <0.01% -10 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 150 shares 150 $57K <0.01% +142 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 reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 41 shares; 2026Q1: 1,240 shares 1,240 $56.9K <0.01% +1,199 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 8,850 shares; 2025Q4: 3,485 shares; 2026Q1: 3,075 shares 3,075 $56.1K <0.01% -410 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: 1,108 shares; 2024Q4: 801 shares; 2025Q1: 688 shares; 2025Q2: 613 shares; 2025Q3: 618 shares; 2025Q4: 572 shares; 2026Q1: 772 shares 772 $55.4K <0.01% +200 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $55K <0.01% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 636 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $54.8K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: 23 shares; 2025Q4: 53 shares; 2026Q1: 61 shares 61 $54.6K <0.01% +8 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 601 shares; 2025Q1: 908 shares; 2025Q2: 917 shares; 2025Q3: 925 shares; 2025Q4: 306 shares; 2026Q1: 303 shares 303 $54.4K <0.01% -3 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 2,206 shares; 2025Q4: 2,373 shares; 2026Q1: 2,662 shares 2,662 $54.3K <0.01% +289 Timeline IPAC 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: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $54.3K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 169 shares; 2025Q1: 171 shares; 2025Q2: 216 shares; 2025Q3: 224 shares; 2025Q4: 197 shares; 2026Q1: 208 shares 208 $54.2K <0.01% +11 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370 $54K <0.01% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 911 shares; 2025Q2: 913 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 611 shares 611 $54K <0.01% +11 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 147 shares; 2025Q2: 134 shares; 2025Q3: 146 shares; 2025Q4: 148 shares; 2026Q1: 165 shares 165 $53.8K <0.01% +17 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares; 2026Q1: 2,802 shares 2,802 $53.7K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $53.3K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 286 shares; 2025Q2: 379 shares; 2025Q3: 385 shares; 2025Q4: 400 shares; 2026Q1: 578 shares 578 $53.2K <0.01% +178 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $53.1K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,765 shares; 2024Q4: 37,548 shares; 2025Q1: 30,447 shares; 2025Q2: 481 shares; 2025Q3: 124 shares; 2025Q4: 192 shares; 2026Q1: 278 shares 278 $52.7K <0.01% +86 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 993 shares; 2026Q1: 994 shares 994 $52.5K <0.01% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 268 shares; 2025Q4: 900 shares; 2026Q1: 2,526 shares 2,526 $52.4K <0.01% +1,626 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $52.4K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 211 shares; 2025Q3: 270 shares; 2025Q4: 218 shares; 2026Q1: 253 shares 253 $52.2K <0.01% +35 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $52.2K <0.01% new 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: 155 shares; 2024Q4: 158 shares; 2025Q1: 156 shares; 2025Q2: 155 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 175 shares 175 $52.1K <0.01% +18 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 3,683 shares; 2025Q1: 2,230 shares; 2025Q2: 1,715 shares; 2025Q3: 1,321 shares; 2025Q4: 1,115 shares; 2026Q1: 1,107 shares 1,107 $52K <0.01% -8 Timeline ANGL 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 2,540 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares 1,802 $51.8K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 53 shares; 2025Q1: 75 shares; 2025Q2: 57 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 104 shares 104 $51.6K <0.01% +43 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,479 shares; 2025Q1: 10,138 shares; 2025Q2: 99 shares; 2025Q3: 62 shares; 2025Q4: 132 shares; 2026Q1: 133 shares 133 $51.1K <0.01% +1 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $51K <0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 174 shares; 2025Q1: 192 shares; 2025Q2: 31 shares; 2025Q3: 83 shares; 2025Q4: 651 shares; 2026Q1: 550 shares 550 $51K <0.01% -101 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: 879 shares; 2024Q4: 880 shares; 2025Q1: 830 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638 $50.5K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 4,440 shares; 2025Q1: 2,943 shares; 2025Q2: 5,246 shares; 2025Q3: 2,950 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares 2,799 $50.4K <0.01% 0 Timeline ALOY REALLOYS INC More: the full row for REALLOYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares 5,150 $50.3K <0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,059 shares 1,059 $49.5K <0.01% -203 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $49.1K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 295 shares 295 $48.7K <0.01% -11 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 166 shares; 2025Q3: 195 shares; 2025Q4: 191 shares; 2026Q1: 516 shares 516 $48.5K <0.01% +325 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $48.4K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 68 shares; 2026Q1: 76 shares 76 $48.3K <0.01% +8 Timeline DGRW 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: 492 shares; 2024Q4: 494 shares; 2025Q1: 495 shares; 2025Q2: 436 shares; 2025Q3: 455 shares; 2025Q4: 457 shares; 2026Q1: 549 shares 549 $48.2K <0.01% +92 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $48.1K <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: 900 shares; 2024Q4: 395 shares; 2025Q1: 249 shares; 2025Q2: 253 shares; 2025Q3: 369 shares; 2025Q4: 370 shares; 2026Q1: 385 shares 385 $48K <0.01% +15 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 0 shares; 2025Q1: 4,500 shares; 2025Q2: 8,500 shares; 2025Q3: 3,000 shares; 2025Q4: 9,005 shares; 2026Q1: 1,000 shares 1,000 $47.9K <0.01% -8,005 Timeline SLYV 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: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 1,001 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $47.4K <0.01% 0 Timeline IYF 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $47.1K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 119 shares; 2025Q1: 117 shares; 2025Q2: 121 shares; 2025Q3: 131 shares; 2025Q4: 129 shares; 2026Q1: 144 shares 144 $47K <0.01% +15 Timeline