VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,093 shares; 2025Q1: 62,244 shares; 2025Q2: 64,339 shares; 2025Q3: 87,745 shares; 2025Q4: 98,102 shares; 2026Q1: 366,593 shares 366,593 $23.5M 11.92% +268,491 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573,635 shares; 2025Q3: 611,642 shares; 2025Q4: 629,310 shares; 2026Q1: 652,859 shares 652,859 $18.9M 9.6% +23,549 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: not loaded; 2024Q4: 96,710 shares; 2025Q1: 94,137 shares; 2025Q2: 99,041 shares; 2025Q3: 114,289 shares; 2025Q4: 121,889 shares; 2026Q1: 111,632 shares 111,632 $6.65M 3.37% -10,257 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,155 shares; 2025Q1: 33,446 shares; 2025Q2: 31,270 shares; 2025Q3: 35,064 shares; 2025Q4: 37,056 shares; 2026Q1: 37,370 shares 37,370 $6.52M 3.31% +314 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,540 shares; 2025Q1: 69,153 shares; 2025Q2: 72,333 shares; 2025Q3: 82,174 shares; 2025Q4: 87,161 shares; 2026Q1: 78,198 shares 78,198 $6.47M 3.28% -8,963 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,021 shares; 2025Q1: 15,903 shares; 2025Q2: 17,276 shares; 2025Q3: 19,561 shares; 2025Q4: 21,181 shares; 2026Q1: 21,976 shares 21,976 $5.58M 2.83% +795 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116,076 shares; 2025Q1: 111,494 shares; 2025Q2: 108,578 shares; 2025Q3: 113,969 shares; 2025Q4: 119,814 shares; 2026Q1: 110,871 shares 110,871 $5.18M 2.63% -8,943 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,079 shares; 2025Q1: 41,125 shares; 2025Q2: 44,230 shares; 2025Q3: 54,139 shares; 2025Q4: 61,001 shares; 2026Q1: 84,813 shares 84,813 $4.96M 2.52% +23,812 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,386 shares; 2025Q1: 31,569 shares; 2025Q2: 33,843 shares; 2025Q3: 40,838 shares; 2025Q4: 44,904 shares; 2026Q1: 61,938 shares 61,938 $4.91M 2.49% +17,034 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,992 shares; 2025Q1: 19,614 shares; 2025Q2: 19,278 shares; 2025Q3: 19,968 shares; 2025Q4: 19,685 shares; 2026Q1: 22,595 shares 22,595 $4.71M 2.39% +2,910 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,001 shares; 2025Q1: 16,965 shares; 2025Q2: 17,466 shares; 2025Q3: 17,569 shares; 2025Q4: 16,819 shares; 2026Q1: 16,052 shares 16,052 $4.62M 2.34% -767 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: not loaded; 2024Q4: 34,818 shares; 2025Q1: 39,792 shares; 2025Q2: 40,772 shares; 2025Q3: 40,989 shares; 2025Q4: 42,873 shares; 2026Q1: 40,427 shares 40,427 $4.05M 2.05% -2,446 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,632 shares; 2025Q1: 5,716 shares; 2025Q2: 5,374 shares; 2025Q3: 5,888 shares; 2025Q4: 6,394 shares; 2026Q1: 6,787 shares 6,787 $3.88M 1.97% +393 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,949 shares 69,949 $3.78M 1.92% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,262 shares 39,262 $3.73M 1.89% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,006 shares; 2025Q1: 7,096 shares; 2025Q2: 6,940 shares; 2025Q3: 7,861 shares; 2025Q4: 8,589 shares; 2026Q1: 9,324 shares 9,324 $3.45M 1.75% +735 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,341 shares; 2025Q1: 28,616 shares; 2025Q2: 28,702 shares; 2025Q3: 28,724 shares; 2025Q4: 28,978 shares; 2026Q1: 27,672 shares 27,672 $3.44M 1.74% -1,306 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,999 shares; 2025Q4: 60,005 shares; 2026Q1: 84,447 shares 84,447 $1.94M 0.98% +24,442 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,158 shares; 2025Q1: 3,164 shares; 2025Q2: 3,150 shares; 2025Q3: 2,810 shares; 2025Q4: 2,608 shares; 2026Q1: 2,610 shares 2,610 $1.85M 0.94% +2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,682 shares; 2025Q1: 4,307 shares; 2025Q2: 4,304 shares; 2025Q3: 4,241 shares; 2025Q4: 4,164 shares; 2026Q1: 3,852 shares 3,852 $1.85M 0.94% -312 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,720 shares; 2025Q1: 6,760 shares; 2025Q2: 6,147 shares; 2025Q3: 6,382 shares; 2025Q4: 5,942 shares; 2026Q1: 5,786 shares 5,786 $1.79M 0.91% -156 Timeline ICLO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,905 shares; 2025Q4: 48,390 shares; 2026Q1: 69,497 shares 69,497 $1.77M 0.9% +21,107 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,568 shares; 2026Q1: 33,507 shares 33,507 $1.69M 0.86% +17,939 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,158 shares; 2025Q1: 7,650 shares; 2025Q2: 7,373 shares; 2025Q3: 5,878 shares; 2025Q4: 5,687 shares; 2026Q1: 5,375 shares 5,375 $1.58M 0.8% -312 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: not loaded; 2024Q4: 103,171 shares; 2025Q1: 110,327 shares; 2025Q2: 111,331 shares; 2025Q3: 111,286 shares; 2025Q4: 114,734 shares; 2026Q1: 60,402 shares 60,402 $1.55M 0.79% -54,332 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: not loaded; 2024Q4: 22,677 shares; 2025Q1: 18,827 shares; 2025Q2: 18,629 shares; 2025Q3: 22,182 shares; 2025Q4: 27,581 shares; 2026Q1: 30,209 shares 30,209 $1.51M 0.76% +2,628 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,650 shares; 2025Q1: 6,792 shares; 2025Q2: 6,847 shares; 2025Q3: 7,292 shares; 2025Q4: 7,498 shares; 2026Q1: 7,937 shares 7,937 $1.35M 0.68% +439 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,512 shares; 2025Q2: 2,961 shares; 2025Q3: 5,976 shares; 2025Q4: 7,780 shares; 2026Q1: 6,303 shares 6,303 $1.32M 0.67% -1,477 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: not loaded; 2024Q4: 39,455 shares; 2025Q1: 39,766 shares; 2025Q2: 38,847 shares; 2025Q3: 35,069 shares; 2025Q4: 35,044 shares; 2026Q1: 52,129 shares 52,129 $1.29M 0.65% +17,085 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,242 shares; 2025Q1: 17,834 shares; 2025Q2: 18,866 shares; 2025Q3: 20,757 shares; 2025Q4: 21,376 shares; 2026Q1: 25,910 shares 25,910 $1.26M 0.64% +4,534 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,167 shares; 2025Q1: 11,105 shares; 2025Q2: 11,940 shares; 2025Q3: 11,921 shares; 2025Q4: 11,706 shares; 2026Q1: 11,724 shares 11,724 $1.24M 0.63% +18 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 771 shares; 2025Q1: 755 shares; 2025Q2: 684 shares; 2025Q3: 818 shares; 2025Q4: 9,547 shares; 2026Q1: 12,694 shares 12,694 $1.22M 0.62% +3,147 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,316 shares; 2025Q1: 2,935 shares; 2025Q2: 2,651 shares; 2025Q3: 2,821 shares; 2025Q4: 2,743 shares; 2026Q1: 3,146 shares 3,146 $1.17M 0.59% +403 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,429 shares; 2025Q1: 15,088 shares; 2025Q2: 14,991 shares; 2025Q3: 14,920 shares; 2025Q4: 15,099 shares; 2026Q1: 14,524 shares 14,524 $1.16M 0.59% -575 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,718 shares; 2025Q4: 28,386 shares; 2026Q1: 23,417 shares 23,417 $1.15M 0.58% -4,969 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,117 shares; 2025Q1: 1,106 shares; 2025Q2: 1,087 shares; 2025Q3: 1,140 shares; 2025Q4: 1,111 shares; 2026Q1: 1,218 shares 1,218 $1.12M 0.57% +107 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,332 shares; 2025Q1: 10,872 shares; 2025Q2: 10,998 shares; 2025Q3: 16,265 shares; 2025Q4: 16,035 shares; 2026Q1: 37,896 shares 37,896 $1.1M 0.56% +21,861 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,342 shares; 2025Q1: 5,226 shares; 2025Q2: 4,910 shares; 2025Q3: 3,400 shares; 2025Q4: 3,460 shares; 2026Q1: 4,201 shares 4,201 $1.03M 0.52% +741 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 997 shares; 2025Q1: 1,041 shares; 2025Q2: 1,033 shares; 2025Q3: 1,693 shares; 2025Q4: 1,877 shares; 2026Q1: 766 shares 766 $1.01M 0.51% -1,111 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,754 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 6,653 shares; 2025Q4: 6,100 shares; 2026Q1: 9,621 shares 9,621 $927K 0.47% +3,521 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,867 shares; 2025Q1: 2,874 shares; 2025Q2: 2,883 shares; 2025Q3: 2,533 shares; 2025Q4: 2,441 shares; 2026Q1: 2,916 shares 2,916 $881K 0.45% +475 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999 shares; 2026Q1: 7,622 shares 7,622 $864K 0.44% +5,623 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,956 shares; 2026Q1: 16,481 shares 16,481 $856K 0.43% +11,525 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,051 shares; 2025Q1: 31,500 shares; 2025Q2: 34,690 shares; 2025Q3: 34,543 shares; 2025Q4: 34,027 shares; 2026Q1: 32,849 shares 32,849 $818K 0.42% -1,178 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 485 shares; 2025Q2: 463 shares; 2025Q3: 459 shares; 2025Q4: 444 shares; 2026Q1: 794 shares 794 $791K 0.4% +350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,967 shares; 2025Q2: 4,757 shares; 2025Q3: 4,568 shares; 2025Q4: 4,306 shares; 2026Q1: 5,311 shares 5,311 $781K 0.4% +1,005 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,895 shares; 2026Q1: 5,886 shares 5,886 $778K 0.39% +1,991 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,115 shares; 2025Q1: 14,287 shares; 2025Q2: 15,155 shares; 2025Q3: 15,006 shares; 2025Q4: 14,859 shares; 2026Q1: 14,423 shares 14,423 $768K 0.39% -436 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,242 shares; 2025Q1: 4,479 shares; 2025Q2: 4,669 shares; 2025Q3: 4,609 shares; 2025Q4: 4,117 shares; 2026Q1: 4,111 shares 4,111 $767K 0.39% -6 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,720 shares; 2025Q1: 73,002 shares; 2025Q2: 75,357 shares; 2025Q3: 86,159 shares; 2025Q4: 89,772 shares; 2026Q1: 15,944 shares 15,944 $766K 0.39% -73,828 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 533 shares; 2025Q1: 520 shares; 2025Q2: 538 shares; 2025Q3: 512 shares; 2025Q4: 493 shares; 2026Q1: 1,258 shares 1,258 $760K 0.39% +765 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,443 shares; 2025Q1: 2,769 shares; 2025Q2: 2,677 shares; 2025Q3: 3,124 shares; 2025Q4: 3,129 shares; 2026Q1: 2,108 shares 2,108 $720K 0.37% -1,021 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,121 shares; 2025Q1: 6,052 shares; 2025Q2: 6,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,871 shares; 2026Q1: 4,544 shares 4,544 $694K 0.35% -1,327 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,048 shares; 2025Q1: 3,496 shares; 2025Q2: 4,670 shares; 2025Q3: 4,724 shares; 2025Q4: 3,949 shares; 2026Q1: 5,675 shares 5,675 $683K 0.35% +1,726 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,112 shares; 2025Q1: 3,393 shares; 2025Q2: 2,449 shares; 2025Q3: 3,283 shares; 2025Q4: 3,553 shares; 2026Q1: 3,193 shares 3,193 $682K 0.35% -360 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,955 shares; 2026Q1: 12,685 shares 12,685 $654K 0.33% +7,730 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,585 shares 7,585 $653K 0.33% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 4,589 shares; 2025Q2: 3,985 shares; 2025Q3: 4,905 shares; 2025Q4: 5,187 shares; 2026Q1: 4,976 shares 4,976 $641K 0.33% -211 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,518 shares; 2025Q2: 3,701 shares; 2025Q3: 3,746 shares; 2025Q4: 3,602 shares; 2026Q1: 4,271 shares 4,271 $625K 0.32% +669 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: not loaded; 2024Q4: 21,417 shares; 2025Q1: 23,671 shares; 2025Q2: 24,468 shares; 2025Q3: 22,324 shares; 2025Q4: 22,144 shares; 2026Q1: 21,115 shares 21,115 $614K 0.31% -1,029 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,966 shares; 2025Q1: 7,629 shares; 2025Q2: 7,577 shares; 2025Q3: 7,546 shares; 2025Q4: 7,559 shares; 2026Q1: 7,501 shares 7,501 $588K 0.3% -58 Timeline KCCA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,067 shares; 2026Q1: 39,620 shares 39,620 $587K 0.3% +6,553 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,156 shares; 2025Q1: 11,254 shares; 2025Q2: 10,118 shares; 2025Q3: 12,728 shares; 2025Q4: 12,717 shares; 2026Q1: 11,462 shares 11,462 $575K 0.29% -1,255 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,952 shares; 2025Q1: 9,721 shares; 2025Q2: 12,013 shares; 2025Q3: 15,069 shares; 2025Q4: 13,713 shares; 2026Q1: 7,377 shares 7,377 $572K 0.29% -6,336 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,756 shares; 2025Q1: 20,487 shares; 2025Q2: 21,940 shares; 2025Q3: 21,315 shares; 2025Q4: 21,004 shares; 2026Q1: 23,581 shares 23,581 $572K 0.29% +2,577 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 1,706 shares; 2025Q4: 2,040 shares; 2026Q1: 3,770 shares 3,770 $567K 0.29% +1,730 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,527 shares; 2025Q1: 2,573 shares; 2025Q2: 2,609 shares; 2025Q3: 2,400 shares; 2025Q4: 2,503 shares; 2026Q1: 2,583 shares 2,583 $562K 0.29% +80 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,177 shares; 2026Q1: 21,605 shares 21,605 $554K 0.28% -17,572 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 645 shares; 2025Q2: 584 shares; 2025Q3: 532 shares; 2025Q4: 539 shares; 2026Q1: 1,092 shares 1,092 $541K 0.27% +553 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,107 shares; 2025Q1: 3,314 shares; 2025Q2: 3,071 shares; 2025Q3: 2,593 shares; 2025Q4: 2,421 shares; 2026Q1: 1,776 shares 1,776 $537K 0.27% -645 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,803 shares; 2025Q1: 15,866 shares; 2025Q2: 16,578 shares; 2025Q3: 16,533 shares; 2025Q4: 16,212 shares; 2026Q1: 15,750 shares 15,750 $528K 0.27% -462 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,649 shares; 2025Q1: 1,869 shares; 2025Q2: 1,912 shares; 2025Q3: 2,095 shares; 2025Q4: 2,144 shares; 2026Q1: 3,208 shares 3,208 $528K 0.27% +1,064 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $522K 0.26% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,079 shares; 2025Q1: 1,252 shares; 2025Q2: 1,356 shares; 2025Q3: 1,143 shares; 2025Q4: 1,057 shares; 2026Q1: 1,043 shares 1,043 $521K 0.26% -14 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,854 shares; 2025Q1: 3,237 shares; 2025Q2: 2,871 shares; 2025Q3: 2,547 shares; 2025Q4: 2,313 shares; 2026Q1: 2,482 shares 2,482 $505K 0.26% +169 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,469 shares; 2025Q1: 8,304 shares; 2025Q2: 8,628 shares; 2025Q3: 8,517 shares; 2025Q4: 8,338 shares; 2026Q1: 9,524 shares 9,524 $501K 0.25% +1,186 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,127 shares; 2025Q1: 8,263 shares; 2025Q2: 10,162 shares; 2025Q3: 11,510 shares; 2025Q4: 11,317 shares; 2026Q1: 10,955 shares 10,955 $497K 0.25% -362 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,047 shares; 2025Q1: 2,838 shares; 2025Q2: 2,681 shares; 2025Q3: 2,208 shares; 2025Q4: 2,259 shares; 2026Q1: 1,487 shares 1,487 $489K 0.25% -772 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,670 shares; 2025Q1: 11,058 shares; 2025Q2: 11,839 shares; 2025Q3: 18,369 shares; 2025Q4: 26,923 shares; 2026Q1: 16,960 shares 16,960 $487K 0.25% -9,963 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,781 shares; 2026Q1: 19,294 shares 19,294 $484K 0.25% +4,513 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,006 shares; 2025Q1: 1,630 shares; 2025Q2: 1,805 shares; 2025Q3: 1,860 shares; 2025Q4: 1,816 shares; 2026Q1: 1,935 shares 1,935 $470K 0.24% +119 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,067 shares 28,067 $469K 0.24% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: not reported; 2026Q1: 2,370 shares 2,370 $469K 0.24% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 960 shares; 2026Q1: 1,383 shares 1,383 $467K 0.24% +423 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 951 shares; 2025Q1: 923 shares; 2025Q2: 855 shares; 2025Q3: 749 shares; 2025Q4: 736 shares; 2026Q1: 683 shares 683 $466K 0.24% -53 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: not loaded; 2024Q4: 10,258 shares; 2025Q1: 10,460 shares; 2025Q2: 10,512 shares; 2025Q3: 11,520 shares; 2025Q4: 11,753 shares; 2026Q1: 5,000 shares 5,000 $465K 0.24% -6,753 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,413 shares; 2025Q1: 1,496 shares; 2025Q2: 1,482 shares; 2025Q3: 1,519 shares; 2025Q4: 1,555 shares; 2026Q1: 1,624 shares 1,624 $461K 0.23% +69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 696 shares; 2025Q1: 718 shares; 2025Q2: 823 shares; 2025Q3: 1,043 shares; 2025Q4: 948 shares; 2026Q1: 1,064 shares 1,064 $460K 0.23% +116 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: 865 shares; 2026Q1: 1,251 shares 1,251 $446K 0.23% +386 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,158 shares; 2025Q1: 2,281 shares; 2025Q2: 2,256 shares; 2025Q3: 2,222 shares; 2025Q4: 2,306 shares; 2026Q1: 2,141 shares 2,141 $443K 0.22% -165 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,633 shares; 2025Q1: 1,543 shares; 2025Q2: 1,453 shares; 2025Q3: 1,530 shares; 2025Q4: 1,510 shares; 2026Q1: 2,232 shares 2,232 $443K 0.22% +722 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,134 shares; 2026Q1: 2,170 shares 2,170 $442K 0.22% +1,036 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 287 shares; 2026Q1: 508 shares 508 $430K 0.22% +221 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,792 shares; 2025Q2: 2,785 shares; 2025Q3: 2,924 shares; 2025Q4: 2,804 shares; 2026Q1: 2,552 shares 2,552 $408K 0.21% -252 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 1,796 shares; 2025Q4: 2,045 shares; 2026Q1: 3,050 shares 3,050 $399K 0.2% +1,005 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 1,787 shares; 2025Q2: 1,791 shares; 2025Q3: 1,864 shares; 2025Q4: 1,645 shares; 2026Q1: 1,579 shares 1,579 $383K 0.19% -66 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,496 shares; 2025Q2: 4,569 shares; 2025Q3: 6,057 shares; 2025Q4: 6,235 shares; 2026Q1: 5,437 shares 5,437 $377K 0.19% -798 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,692 shares; 2025Q1: 3,117 shares; 2025Q2: 3,210 shares; 2025Q3: 3,165 shares; 2025Q4: 3,194 shares; 2026Q1: 1,913 shares 1,913 $369K 0.19% -1,281 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 1,687 shares; 2025Q2: 1,603 shares; 2025Q3: 1,584 shares; 2025Q4: 1,571 shares; 2026Q1: 1,168 shares 1,168 $367K 0.19% -403 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,233 shares 8,233 $363K 0.18% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907 shares; 2025Q1: 1,131 shares; 2025Q2: 1,280 shares; 2025Q3: 1,186 shares; 2025Q4: 1,297 shares; 2026Q1: 1,334 shares 1,334 $361K 0.18% +37 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,181 shares; 2025Q4: 9,957 shares; 2026Q1: 4,328 shares 4,328 $357K 0.18% -5,629 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,786 shares; 2025Q1: 3,848 shares; 2025Q2: 3,841 shares; 2025Q3: 4,657 shares; 2025Q4: 4,546 shares; 2026Q1: 2,056 shares 2,056 $352K 0.18% -2,490 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares 3,244 $351K 0.18% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,289 shares; 2025Q2: 3,611 shares; 2025Q3: 3,523 shares; 2025Q4: 3,222 shares; 2026Q1: 2,508 shares 2,508 $350K 0.18% -714 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,787 shares; 2025Q1: 6,614 shares; 2025Q2: 6,996 shares; 2025Q3: 7,841 shares; 2025Q4: 7,862 shares; 2026Q1: 3,702 shares 3,702 $345K 0.18% -4,160 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,873 shares 10,873 $343K 0.17% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,442 shares; 2025Q1: 2,178 shares; 2025Q2: 2,101 shares; 2025Q3: 2,103 shares; 2025Q4: 2,221 shares; 2026Q1: 2,191 shares 2,191 $340K 0.17% -30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,163 shares; 2025Q1: 2,241 shares; 2025Q2: 2,310 shares; 2025Q3: 2,448 shares; 2025Q4: 2,367 shares; 2026Q1: 2,353 shares 2,353 $340K 0.17% -14 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares 592 $339K 0.17% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,817 shares 3,817 $329K 0.17% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,151 shares; 2025Q1: 6,136 shares; 2025Q2: 6,010 shares; 2025Q3: 4,062 shares; 2025Q4: 3,772 shares; 2026Q1: 2,692 shares 2,692 $319K 0.16% -1,080 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,875 shares; 2025Q1: 2,109 shares; 2025Q2: 2,488 shares; 2025Q3: 2,639 shares; 2025Q4: 1,846 shares; 2026Q1: 1,342 shares 1,342 $317K 0.16% -504 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares; 2026Q1: 2,829 shares 2,829 $299K 0.15% +847 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $290K 0.15% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,500 shares; 2026Q1: 1,382 shares 1,382 $285K 0.14% -1,118 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,938 shares; 2025Q1: 9,293 shares; 2025Q2: 9,659 shares; 2025Q3: 9,085 shares; 2025Q4: 8,939 shares; 2026Q1: 8,942 shares 8,942 $280K 0.14% +3 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,395 shares; 2025Q2: 1,372 shares; 2025Q3: 1,242 shares; 2025Q4: 1,141 shares; 2026Q1: 898 shares 898 $279K 0.14% -243 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,143 shares; 2025Q1: 6,643 shares; 2025Q2: 7,105 shares; 2025Q3: 7,028 shares; 2025Q4: 6,708 shares; 2026Q1: 2,643 shares 2,643 $278K 0.14% -4,065 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,527 shares; 2025Q1: 9,434 shares; 2025Q2: 10,183 shares; 2025Q3: 10,321 shares; 2025Q4: 10,299 shares; 2026Q1: 9,694 shares 9,694 $278K 0.14% -605 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 1,318 shares 1,318 $275K 0.14% +433 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $275K 0.14% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,858 shares 3,858 $266K 0.13% new Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,744 shares 11,744 $262K 0.13% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares 553 $262K 0.13% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares 890 $260K 0.13% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $258K 0.13% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,317 shares; 2026Q1: 15,319 shares 15,319 $254K 0.13% +2 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,629 shares; 2026Q1: 1,960 shares 1,960 $254K 0.13% +331 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 906 shares; 2025Q2: 857 shares; 2025Q3: 746 shares; 2025Q4: 710 shares; 2026Q1: 637 shares 637 $254K 0.13% -73 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,681 shares; 2025Q1: 3,810 shares; 2025Q2: 3,730 shares; 2025Q3: 4,830 shares; 2025Q4: 5,392 shares; 2026Q1: 2,992 shares 2,992 $253K 0.13% -2,400 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,766 shares; 2026Q1: 4,988 shares 4,988 $250K 0.13% +222 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 720 shares; 2025Q4: 713 shares; 2026Q1: 778 shares 778 $249K 0.13% +65 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,455 shares; 2025Q1: 8,231 shares; 2025Q2: 9,650 shares; 2025Q3: 12,112 shares; 2025Q4: 10,615 shares; 2026Q1: 4,256 shares 4,256 $249K 0.13% -6,359 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,477 shares; 2025Q4: 37,398 shares; 2026Q1: 11,205 shares 11,205 $243K 0.12% -26,193 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares 1,677 $243K 0.12% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,798 shares; 2026Q1: 18,747 shares 18,747 $237K 0.12% +7,949 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 3,061 shares; 2025Q3: 3,049 shares; 2025Q4: 3,132 shares; 2026Q1: 3,076 shares 3,076 $234K 0.12% -56 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,958 shares 3,958 $234K 0.12% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $234K 0.12% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 794 shares 794 $230K 0.12% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,664 shares 2,664 $229K 0.12% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,631 shares 20,631 $228K 0.12% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,599 shares; 2025Q4: 14,441 shares; 2026Q1: 11,547 shares 11,547 $228K 0.12% -2,894 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares 12,536 $226K 0.11% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: 4,951 shares; 2025Q4: 4,848 shares; 2026Q1: 4,872 shares 4,872 $226K 0.11% +24 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,510 shares; 2026Q1: 1,518 shares 1,518 $225K 0.11% +8 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,589 shares 3,589 $220K 0.11% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,955 shares 5,955 $219K 0.11% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,356 shares; 2025Q1: 19,678 shares; 2025Q2: 18,866 shares; 2025Q3: 11,877 shares; 2025Q4: 10,472 shares; 2026Q1: 5,577 shares 5,577 $218K 0.11% -4,895 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,647 shares; 2025Q2: 10,948 shares; 2025Q3: 22,415 shares; 2025Q4: 22,090 shares; 2026Q1: 10,192 shares 10,192 $216K 0.11% -11,898 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares 1,244 $215K 0.11% new 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: not loaded; 2024Q4: 3,868 shares; 2025Q1: 4,185 shares; 2025Q2: 4,264 shares; 2025Q3: 3,657 shares; 2025Q4: 3,493 shares; 2026Q1: 1,327 shares 1,327 $215K 0.11% -2,166 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: 1,595 shares; 2025Q3: 1,643 shares; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $213K 0.11% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares 3,036 $210K 0.11% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,752 shares 8,752 $207K 0.11% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,384 shares; 2025Q4: 1,382 shares; 2026Q1: 1,253 shares 1,253 $205K 0.1% -129 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $205K 0.1% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,113 shares; 2025Q2: 10,275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,314 shares 8,314 $202K 0.1% 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: not loaded; 2024Q4: 13,184 shares; 2025Q1: 9,855 shares; 2025Q2: 8,906 shares; 2025Q3: 7,930 shares; 2025Q4: 7,836 shares; 2026Q1: 3,648 shares 3,648 $201K 0.1% -4,188 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,699 shares 2,699 $201K 0.1% new Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,163 shares 15,163 $188K 0.1% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,392 shares; 2025Q1: 14,700 shares; 2025Q2: 14,498 shares; 2025Q3: 18,995 shares; 2025Q4: 19,961 shares; 2026Q1: 11,386 shares 11,386 $171K 0.09% -8,575 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,567 shares 10,567 $153K 0.08% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,951 shares; 2025Q4: 24,396 shares; 2026Q1: 12,653 shares 12,653 $143K 0.07% -11,743 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,266 shares; 2025Q1: 34,566 shares; 2025Q2: 34,599 shares; 2025Q3: 34,920 shares; 2025Q4: 32,531 shares; 2026Q1: 13,175 shares 13,175 $129K 0.07% -19,356 Timeline