PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521,200 shares; 2025Q1: 567,612 shares; 2025Q2: 564,465 shares; 2025Q3: 541,945 shares; 2025Q4: 522,993 shares; 2026Q1: 498,289 shares; 2026Q2: 515,072 shares 515,072 $30M 13.01% +16,783 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,115 shares; 2025Q1: 63,202 shares; 2025Q2: 63,350 shares; 2025Q3: 62,690 shares; 2025Q4: 62,181 shares; 2026Q1: 61,221 shares; 2026Q2: 60,824 shares 60,824 $12M 5.22% -397 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,596 shares; 2025Q1: 83,161 shares; 2025Q2: 96,480 shares; 2025Q3: 92,297 shares; 2025Q4: 93,038 shares; 2026Q1: 91,257 shares; 2026Q2: 99,592 shares 99,592 $8.71M 3.78% +8,335 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 202,606 shares; 2025Q1: 235,111 shares; 2025Q2: 236,537 shares; 2025Q3: 202,206 shares; 2025Q4: 206,158 shares; 2026Q1: 199,815 shares; 2026Q2: 214,632 shares 214,632 $7.76M 3.37% +14,817 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140,464 shares; 2025Q1: 148,948 shares; 2025Q2: 150,874 shares; 2025Q3: 136,990 shares; 2025Q4: 139,277 shares; 2026Q1: 132,939 shares; 2026Q2: 134,933 shares 134,933 $5.6M 2.43% +1,994 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,388 shares; 2025Q1: 11,286 shares; 2025Q2: 11,134 shares; 2025Q3: 11,006 shares; 2025Q4: 11,164 shares; 2026Q1: 10,994 shares; 2026Q2: 10,819 shares 10,819 $4.16M 1.8% -175 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,929 shares; 2025Q1: 67,049 shares; 2025Q2: 60,707 shares; 2025Q3: 58,189 shares; 2025Q4: 57,921 shares; 2026Q1: 55,526 shares; 2026Q2: 65,962 shares 65,962 $4.14M 1.8% +10,436 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; 2024Q3: restricted; 2024Q4: 41,058 shares; 2025Q1: 64,631 shares; 2025Q2: 65,110 shares; 2025Q3: 65,063 shares; 2025Q4: 66,156 shares; 2026Q1: 64,072 shares; 2026Q2: 59,731 shares 59,731 $3.79M 1.64% -4,341 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,862 shares; 2025Q1: 13,103 shares; 2025Q2: 12,838 shares; 2025Q3: 12,597 shares; 2025Q4: 12,844 shares; 2026Q1: 12,689 shares; 2026Q2: 12,782 shares 12,782 $3.76M 1.63% +93 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; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 3,004 shares; 2025Q2: 2,996 shares; 2025Q3: 3,248 shares; 2025Q4: 3,210 shares; 2026Q1: 3,107 shares; 2026Q2: 2,962 shares 2,962 $3.53M 1.53% -145 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; 2024Q3: restricted; 2024Q4: 8,071 shares; 2025Q1: 7,222 shares; 2025Q2: 7,107 shares; 2025Q3: 7,022 shares; 2025Q4: 7,060 shares; 2026Q1: 7,485 shares; 2026Q2: 9,341 shares 9,341 $3.12M 1.35% +1,856 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; 2024Q3: restricted; 2024Q4: 10,229 shares; 2025Q1: 9,369 shares; 2025Q2: 9,524 shares; 2025Q3: 10,261 shares; 2025Q4: 9,121 shares; 2026Q1: 9,931 shares; 2026Q2: 12,784 shares 12,784 $3.09M 1.34% +2,853 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,111 shares; 2025Q2: 3,112 shares; 2025Q3: 3,349 shares; 2025Q4: 3,493 shares; 2026Q1: 4,934 shares; 2026Q2: 8,244 shares 8,244 $2.98M 1.29% +3,310 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,792 shares; 2025Q1: 3,761 shares; 2025Q2: 3,432 shares; 2025Q3: 3,373 shares; 2025Q4: 3,337 shares; 2026Q1: 3,172 shares; 2026Q2: 2,792 shares 2,792 $2.77M 1.2% -380 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,507 shares; 2025Q1: 69,290 shares; 2025Q2: 61,639 shares; 2025Q3: 57,664 shares; 2025Q4: 55,781 shares; 2026Q1: 56,182 shares; 2026Q2: 67,109 shares 67,109 $2.63M 1.14% +10,927 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,226 shares; 2025Q1: 7,886 shares; 2025Q2: 7,910 shares; 2025Q3: 8,122 shares; 2025Q4: 7,534 shares; 2026Q1: 7,165 shares; 2026Q2: 6,814 shares 6,814 $2.52M 1.09% -351 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,386 shares; 2025Q1: 20,508 shares; 2025Q2: 20,671 shares; 2025Q3: 20,661 shares; 2025Q4: 22,278 shares; 2026Q1: 20,485 shares; 2026Q2: 19,424 shares 19,424 $2.13M 0.93% -1,061 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,992 shares; 2025Q1: 94,322 shares; 2025Q2: 44,918 shares; 2025Q3: 32,095 shares; 2025Q4: 39,612 shares; 2026Q1: 55,832 shares; 2026Q2: 38,542 shares 38,542 $1.96M 0.85% -17,290 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,306 shares; 2025Q1: 21,182 shares; 2025Q2: 19,157 shares; 2025Q3: 18,844 shares; 2025Q4: 18,764 shares; 2026Q1: 18,940 shares; 2026Q2: 23,175 shares 23,175 $1.9M 0.83% +4,235 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; 2024Q3: restricted; 2024Q4: 2,943 shares; 2025Q1: 4,451 shares; 2025Q2: 4,533 shares; 2025Q3: 4,473 shares; 2025Q4: 4,521 shares; 2026Q1: 3,957 shares; 2026Q2: 2,751 shares 2,751 $1.79M 0.78% -1,206 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; 2024Q3: restricted; 2024Q4: 6,431 shares; 2025Q1: 647 shares; 2025Q2: 880 shares; 2025Q3: 1,286 shares; 2025Q4: 2,713 shares; 2026Q1: 3,139 shares; 2026Q2: 3,301 shares 3,301 $1.79M 0.78% +162 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,132 shares; 2025Q1: 5,905 shares; 2025Q2: 5,874 shares; 2025Q3: 5,672 shares; 2025Q4: 5,712 shares; 2026Q1: 5,318 shares; 2026Q2: 5,548 shares 5,548 $1.74M 0.75% +230 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; 2024Q3: restricted; 2024Q4: 31,312 shares; 2025Q1: 32,114 shares; 2025Q2: 31,891 shares; 2025Q3: 52,289 shares; 2025Q4: 52,087 shares; 2026Q1: 52,210 shares; 2026Q2: 50,204 shares 50,204 $1.71M 0.74% -2,006 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,428 shares; 2025Q1: 9,066 shares; 2025Q2: 9,036 shares; 2025Q3: 8,872 shares; 2025Q4: 9,250 shares; 2026Q1: 10,679 shares; 2026Q2: 15,731 shares 15,731 $1.71M 0.74% +5,052 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,108 shares; 2025Q1: 9,503 shares; 2025Q2: 8,765 shares; 2025Q3: 8,741 shares; 2025Q4: 8,818 shares; 2026Q1: 9,092 shares; 2026Q2: 10,953 shares 10,953 $1.62M 0.7% +1,861 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,604 shares; 2025Q1: 27,054 shares; 2025Q2: 32,161 shares; 2025Q3: 35,487 shares; 2025Q4: 42,521 shares; 2026Q1: 52,637 shares; 2026Q2: 65,207 shares 65,207 $1.57M 0.68% +12,570 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,703 shares; 2025Q1: 27,739 shares; 2025Q2: 33,495 shares; 2025Q3: 36,467 shares; 2025Q4: 43,853 shares; 2026Q1: 54,751 shares; 2026Q2: 67,532 shares 67,532 $1.56M 0.68% +12,781 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,657 shares; 2025Q1: 7,453 shares; 2025Q2: 7,570 shares; 2025Q3: 7,604 shares; 2025Q4: 17,274 shares; 2026Q1: 15,613 shares; 2026Q2: 13,167 shares 13,167 $1.55M 0.67% -2,446 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; 2024Q3: restricted; 2024Q4: 4,618 shares; 2025Q1: 4,302 shares; 2025Q2: 4,435 shares; 2025Q3: 4,400 shares; 2025Q4: 4,476 shares; 2026Q1: 4,298 shares; 2026Q2: 4,645 shares 4,645 $1.55M 0.67% +347 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,467 shares; 2025Q1: 25,436 shares; 2025Q2: 30,687 shares; 2025Q3: 33,193 shares; 2025Q4: 39,211 shares; 2026Q1: 49,124 shares; 2026Q2: 60,716 shares 60,716 $1.53M 0.66% +11,592 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,172 shares; 2025Q1: 26,688 shares; 2025Q2: 32,774 shares; 2025Q3: 35,560 shares; 2025Q4: 43,694 shares; 2026Q1: 55,246 shares; 2026Q2: 69,266 shares 69,266 $1.5M 0.65% +14,020 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; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 419 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 436 shares; 2026Q1: 901 shares; 2026Q2: 2,440 shares 2,440 $1.5M 0.65% +1,539 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; 2024Q3: restricted; 2024Q4: 2,513 shares; 2025Q1: 4,051 shares; 2025Q2: 4,075 shares; 2025Q3: 4,070 shares; 2025Q4: 4,344 shares; 2026Q1: 4,484 shares; 2026Q2: 4,239 shares 4,239 $1.49M 0.65% -245 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,542 shares; 2025Q1: 26,829 shares; 2025Q2: 32,789 shares; 2025Q3: 35,576 shares; 2025Q4: 44,320 shares; 2026Q1: 56,399 shares; 2026Q2: 71,524 shares 71,524 $1.48M 0.64% +15,125 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; 2024Q3: restricted; 2024Q4: 12,741 shares; 2025Q1: 14,000 shares; 2025Q2: 14,122 shares; 2025Q3: 14,160 shares; 2025Q4: 40,237 shares; 2026Q1: 36,650 shares; 2026Q2: 32,298 shares 32,298 $1.45M 0.63% -4,352 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,391 shares; 2025Q1: 14,566 shares; 2025Q2: 14,660 shares; 2025Q3: 14,709 shares; 2025Q4: 15,752 shares; 2026Q1: 14,398 shares; 2026Q2: 12,120 shares 12,120 $1.44M 0.62% -2,278 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; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 332 shares; 2025Q3: 3,337 shares; 2025Q4: 3,838 shares; 2026Q1: 4,114 shares; 2026Q2: 4,788 shares 4,788 $1.43M 0.62% +674 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; 2024Q3: restricted; 2024Q4: 2,419 shares; 2025Q1: 2,379 shares; 2025Q2: 2,360 shares; 2025Q3: 1,912 shares; 2025Q4: 2,015 shares; 2026Q1: 1,830 shares; 2026Q2: 1,541 shares 1,541 $1.42M 0.62% -289 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,673 shares; 2025Q1: 6,670 shares; 2025Q2: 6,847 shares; 2025Q3: 6,866 shares; 2025Q4: 8,745 shares; 2026Q1: 8,988 shares; 2026Q2: 8,615 shares 8,615 $1.37M 0.59% -373 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; 2024Q3: restricted; 2024Q4: 3,649 shares; 2025Q1: 8,630 shares; 2025Q2: 11,644 shares; 2025Q3: 11,576 shares; 2025Q4: 9,633 shares; 2026Q1: 9,410 shares; 2026Q2: 10,313 shares 10,313 $1.3M 0.56% +903 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,665 shares; 2025Q1: 4,225 shares; 2025Q2: 4,259 shares; 2025Q3: 4,291 shares; 2025Q4: 4,644 shares; 2026Q1: 5,013 shares; 2026Q2: 6,770 shares 6,770 $1.24M 0.54% +1,757 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,153 shares; 2025Q1: 2,254 shares; 2025Q2: 2,260 shares; 2025Q3: 2,255 shares; 2025Q4: 2,336 shares; 2026Q1: 2,277 shares; 2026Q2: 2,312 shares 2,312 $1.23M 0.54% +35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: 1,366 shares; 2025Q2: 1,407 shares; 2025Q3: 1,405 shares; 2025Q4: 13,814 shares; 2026Q1: 13,710 shares; 2026Q2: 16,621 shares 16,621 $1.23M 0.54% +2,911 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 5,440 shares; 2025Q4: 4,691 shares; 2026Q1: 4,706 shares; 2026Q2: 4,706 shares 4,706 $1.23M 0.53% 0 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; 2024Q3: restricted; 2024Q4: 5,814 shares; 2025Q1: 5,819 shares; 2025Q2: 5,811 shares; 2025Q3: 5,794 shares; 2025Q4: 6,164 shares; 2026Q1: 5,803 shares; 2026Q2: 5,494 shares 5,494 $1.22M 0.53% -309 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; 2024Q3: restricted; 2024Q4: 11,502 shares; 2025Q1: 10,814 shares; 2025Q2: 10,775 shares; 2025Q3: 10,536 shares; 2025Q4: 10,572 shares; 2026Q1: 10,485 shares; 2026Q2: 10,419 shares 10,419 $1.22M 0.53% -66 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; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,282 shares; 2025Q2: 1,740 shares; 2025Q3: 1,779 shares; 2025Q4: 1,600 shares; 2026Q1: 1,740 shares; 2026Q2: 1,632 shares 1,632 $1.22M 0.53% -108 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; 2024Q3: restricted; 2024Q4: 2,532 shares; 2025Q1: 5,792 shares; 2025Q2: 6,549 shares; 2025Q3: 6,906 shares; 2025Q4: 6,958 shares; 2026Q1: 6,973 shares; 2026Q2: 7,263 shares 7,263 $1.21M 0.53% +290 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,550 shares; 2025Q1: 4,944 shares; 2025Q2: 5,374 shares; 2025Q3: 5,312 shares; 2025Q4: 5,036 shares; 2026Q1: 4,927 shares; 2026Q2: 5,070 shares 5,070 $1.21M 0.52% +143 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,770 shares; 2025Q1: 9,541 shares; 2025Q2: 9,207 shares; 2025Q3: 9,062 shares; 2025Q4: 9,360 shares; 2026Q1: 9,114 shares; 2026Q2: 8,762 shares 8,762 $1.19M 0.52% -352 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,930 shares; 2025Q1: 4,113 shares; 2025Q2: 4,136 shares; 2025Q3: 4,045 shares; 2025Q4: 4,336 shares; 2026Q1: 3,950 shares; 2026Q2: 3,288 shares 3,288 $1.15M 0.5% -662 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; 2024Q3: restricted; 2024Q4: 45,247 shares; 2025Q1: 44,416 shares; 2025Q2: 41,191 shares; 2025Q3: 51,282 shares; 2025Q4: 47,350 shares; 2026Q1: 41,441 shares; 2026Q2: 41,988 shares 41,988 $1.15M 0.5% +547 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; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,653 shares; 2025Q2: 1,730 shares; 2025Q3: 1,739 shares; 2025Q4: 1,531 shares; 2026Q1: 1,684 shares; 2026Q2: 1,465 shares 1,465 $1.06M 0.46% -219 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,308 shares; 2025Q1: 3,526 shares; 2025Q2: 3,539 shares; 2025Q3: 3,514 shares; 2025Q4: 3,334 shares; 2026Q1: 3,111 shares; 2026Q2: 2,822 shares 2,822 $1.06M 0.46% -289 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,463 shares; 2025Q2: 3,525 shares; 2025Q3: 3,586 shares; 2025Q4: 3,655 shares; 2026Q1: 3,596 shares; 2026Q2: 3,887 shares 3,887 $1.05M 0.45% +291 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; 2024Q3: restricted; 2024Q4: 3,511 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,688 shares; 2025Q4: 3,760 shares; 2026Q1: 3,565 shares; 2026Q2: 3,551 shares 3,551 $1.04M 0.45% -14 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,658 shares; 2025Q1: 11,020 shares; 2025Q2: 9,560 shares; 2025Q3: 8,636 shares; 2025Q4: 8,556 shares; 2026Q1: 8,556 shares; 2026Q2: 8,128 shares 8,128 $1.03M 0.45% -428 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 4,198 shares; 2025Q4: 17,003 shares; 2026Q1: 28,397 shares; 2026Q2: 40,218 shares 40,218 $1.01M 0.44% +11,821 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,094 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 986 shares; 2025Q4: 1,024 shares; 2026Q1: 999 shares; 2026Q2: 1,025 shares 1,025 $1.01M 0.44% +26 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; 2024Q3: restricted; 2024Q4: 22,966 shares; 2025Q1: 25,655 shares; 2025Q2: 26,310 shares; 2025Q3: 26,036 shares; 2025Q4: 27,921 shares; 2026Q1: 25,933 shares; 2026Q2: 18,122 shares 18,122 $993K 0.43% -7,811 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; 2024Q3: restricted; 2024Q4: 2,535 shares; 2025Q1: 2,641 shares; 2025Q2: 2,690 shares; 2025Q3: 2,642 shares; 2025Q4: 2,964 shares; 2026Q1: 2,822 shares; 2026Q2: 2,771 shares 2,771 $972K 0.42% -51 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,632 shares; 2025Q2: 5,546 shares; 2025Q3: 5,484 shares; 2025Q4: 5,613 shares; 2026Q1: 5,606 shares; 2026Q2: 5,771 shares 5,771 $956K 0.42% +165 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; 2024Q3: restricted; 2024Q4: 2,256 shares; 2025Q1: 2,546 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,603 shares; 2026Q1: 2,521 shares; 2026Q2: 2,582 shares 2,582 $937K 0.41% +61 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; 2024Q3: restricted; 2024Q4: 984 shares; 2025Q1: 1,628 shares; 2025Q2: 1,634 shares; 2025Q3: 1,630 shares; 2025Q4: 1,868 shares; 2026Q1: 1,828 shares; 2026Q2: 2,175 shares 2,175 $911K 0.4% +347 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; 2024Q3: restricted; 2024Q4: 2,943 shares; 2025Q1: 2,383 shares; 2025Q2: 2,391 shares; 2025Q3: 2,398 shares; 2025Q4: 2,402 shares; 2026Q1: 2,355 shares; 2026Q2: 2,319 shares 2,319 $902K 0.39% -36 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; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 308 shares; 2025Q2: 309 shares; 2025Q3: 1,496 shares; 2025Q4: 1,557 shares; 2026Q1: 1,516 shares; 2026Q2: 1,679 shares 1,679 $873K 0.38% +163 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,057 shares; 2025Q1: 16,988 shares; 2025Q2: 18,669 shares; 2025Q3: 19,880 shares; 2025Q4: 24,283 shares; 2026Q1: 28,984 shares; 2026Q2: 35,995 shares 35,995 $839K 0.36% +7,011 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,364 shares; 2025Q1: 25,149 shares; 2025Q2: 30,218 shares; 2025Q3: 33,367 shares; 2025Q4: 40,373 shares; 2026Q1: 35,687 shares; 2026Q2: 34,142 shares 34,142 $825K 0.36% -1,545 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; 2024Q3: restricted; 2024Q4: 2,780 shares; 2025Q1: 2,772 shares; 2025Q2: 2,611 shares; 2025Q3: 2,577 shares; 2025Q4: 2,552 shares; 2026Q1: 2,672 shares; 2026Q2: 2,866 shares 2,866 $820K 0.36% +194 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 3,948 shares; 2026Q1: 5,286 shares; 2026Q2: 8,679 shares 8,679 $809K 0.35% +3,393 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,780 shares; 2025Q1: 3,811 shares; 2025Q2: 3,720 shares; 2025Q3: 3,987 shares; 2025Q4: 3,944 shares; 2026Q1: 3,938 shares; 2026Q2: 3,788 shares 3,788 $802K 0.35% -150 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,191 shares; 2025Q1: 1,957 shares; 2025Q2: 1,858 shares; 2025Q3: 1,876 shares; 2025Q4: 1,880 shares; 2026Q1: 2,395 shares; 2026Q2: 4,117 shares 4,117 $790K 0.34% +1,722 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,684 shares; 2025Q1: 3,086 shares; 2025Q2: 3,080 shares; 2025Q3: 3,089 shares; 2025Q4: 3,191 shares; 2026Q1: 3,099 shares; 2026Q2: 2,945 shares 2,945 $780K 0.34% -154 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; 2024Q3: restricted; 2024Q4: 1,169 shares; 2025Q1: 1,173 shares; 2025Q2: 1,177 shares; 2025Q3: 1,180 shares; 2025Q4: 1,182 shares; 2026Q1: 1,183 shares; 2026Q2: 1,910 shares 1,910 $747K 0.32% +727 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; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,055 shares; 2025Q2: 116 shares; 2025Q3: 21,651 shares; 2025Q4: 21,651 shares; 2026Q1: 21,652 shares; 2026Q2: 21,652 shares 21,652 $745K 0.32% 0 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; 2024Q3: restricted; 2024Q4: 22,283 shares; 2025Q1: 22,225 shares; 2025Q2: 20,272 shares; 2025Q3: 20,070 shares; 2025Q4: 20,237 shares; 2026Q1: 20,503 shares; 2026Q2: 20,615 shares 20,615 $742K 0.32% +112 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; 2024Q3: restricted; 2024Q4: 2,147 shares; 2025Q1: 2,240 shares; 2025Q2: 2,052 shares; 2025Q3: 2,048 shares; 2025Q4: 2,070 shares; 2026Q1: 2,435 shares; 2026Q2: 2,746 shares 2,746 $740K 0.32% +311 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; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 754 shares; 2025Q2: 762 shares; 2025Q3: 763 shares; 2025Q4: 822 shares; 2026Q1: 769 shares; 2026Q2: 742 shares 742 $715K 0.31% -27 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 168 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 182 shares; 2026Q1: 165 shares; 2026Q2: 3,911 shares 3,911 $714K 0.31% +3,746 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; 2024Q3: restricted; 2024Q4: 1,042 shares; 2025Q1: 1,203 shares; 2025Q2: 1,205 shares; 2025Q3: 1,192 shares; 2025Q4: 1,275 shares; 2026Q1: 1,212 shares; 2026Q2: 1,343 shares 1,343 $701K 0.3% +131 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,650 shares; 2025Q1: 4,082 shares; 2025Q2: 4,043 shares; 2025Q3: 3,912 shares; 2025Q4: 4,287 shares; 2026Q1: 4,172 shares; 2026Q2: 4,388 shares 4,388 $700K 0.3% +216 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; 2024Q3: restricted; 2024Q4: 18,477 shares; 2025Q1: 18,513 shares; 2025Q2: 17,594 shares; 2025Q3: 17,236 shares; 2025Q4: 19,412 shares; 2026Q1: 19,837 shares; 2026Q2: 19,523 shares 19,523 $695K 0.3% -314 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; 2024Q3: restricted; 2024Q4: 1,191 shares; 2025Q1: 1,416 shares; 2025Q2: 1,437 shares; 2025Q3: 1,442 shares; 2025Q4: 1,638 shares; 2026Q1: 1,608 shares; 2026Q2: 1,664 shares 1,664 $686K 0.3% +56 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,349 shares; 2025Q1: 7,204 shares; 2025Q2: 8,924 shares; 2025Q3: 10,007 shares; 2025Q4: 15,867 shares; 2026Q1: 20,900 shares; 2026Q2: 26,773 shares 26,773 $685K 0.3% +5,873 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 6,618 shares; 2025Q2: 8,290 shares; 2025Q3: 9,351 shares; 2025Q4: 15,046 shares; 2026Q1: 20,111 shares; 2026Q2: 25,829 shares 25,829 $680K 0.3% +5,718 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,139 shares; 2025Q1: 5,731 shares; 2025Q2: 5,843 shares; 2025Q3: 5,879 shares; 2025Q4: 12,625 shares; 2026Q1: 12,305 shares; 2026Q2: 13,254 shares 13,254 $676K 0.29% +949 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,818 shares; 2025Q1: 7,499 shares; 2025Q2: 9,488 shares; 2025Q3: 10,599 shares; 2025Q4: 15,783 shares; 2026Q1: 22,714 shares; 2026Q2: 30,606 shares 30,606 $672K 0.29% +7,892 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; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 546 shares; 2025Q2: 579 shares; 2025Q3: 666 shares; 2025Q4: 671 shares; 2026Q1: 664 shares; 2026Q2: 654 shares 654 $667K 0.29% -10 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,451 shares; 2025Q1: 7,911 shares; 2025Q2: 9,830 shares; 2025Q3: 10,901 shares; 2025Q4: 15,731 shares; 2026Q1: 21,169 shares; 2026Q2: 28,221 shares 28,221 $660K 0.29% +7,052 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 3,023 shares; 2026Q1: 3,598 shares; 2026Q2: 4,025 shares 4,025 $645K 0.28% +427 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,375 shares; 2025Q1: 2,754 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 3,006 shares; 2026Q1: 2,992 shares; 2026Q2: 3,571 shares 3,571 $622K 0.27% +579 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,869 shares; 2025Q1: 5,688 shares; 2025Q2: 5,692 shares; 2025Q3: 5,698 shares; 2025Q4: 5,917 shares; 2026Q1: 5,965 shares; 2026Q2: 4,386 shares 4,386 $618K 0.27% -1,579 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares; 2026Q2: 2,295 shares 2,295 $611K 0.27% +2,199 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,524 shares; 2025Q1: 2,262 shares; 2025Q2: 2,277 shares; 2025Q3: 2,317 shares; 2025Q4: 1,983 shares; 2026Q1: 1,976 shares; 2026Q2: 1,984 shares 1,984 $592K 0.26% +8 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 277 shares 277 $563K 0.24% +144 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; 2024Q3: restricted; 2024Q4: 689 shares; 2025Q1: 710 shares; 2025Q2: 715 shares; 2025Q3: 725 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $553K 0.24% 0 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; 2024Q3: restricted; 2024Q4: 3,919 shares; 2025Q1: 3,812 shares; 2025Q2: 3,830 shares; 2025Q3: 4,300 shares; 2025Q4: 4,299 shares; 2026Q1: 4,316 shares; 2026Q2: 4,333 shares 4,333 $543K 0.24% +17 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; 2024Q3: restricted; 2024Q4: 9,999 shares; 2025Q1: 9,973 shares; 2025Q2: 9,358 shares; 2025Q3: 9,393 shares; 2025Q4: 9,386 shares; 2026Q1: 9,424 shares; 2026Q2: 9,268 shares 9,268 $541K 0.23% -156 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 836 shares 836 $500K 0.22% +518 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares; 2026Q2: 544 shares 544 $498K 0.22% +325 Timeline IBHL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 1,501 shares; 2025Q4: 8,081 shares; 2026Q1: 13,224 shares; 2026Q2: 19,265 shares 19,265 $487K 0.21% +6,041 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; 2024Q3: restricted; 2024Q4: 3,832 shares; 2025Q1: 2,612 shares; 2025Q2: 2,697 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 2,553 shares; 2026Q2: 5,970 shares 5,970 $485K 0.21% +3,417 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,598 shares; 2025Q1: 4,613 shares; 2025Q2: 4,107 shares; 2025Q3: 4,081 shares; 2025Q4: 4,076 shares; 2026Q1: 4,098 shares; 2026Q2: 4,146 shares 4,146 $482K 0.21% +48 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; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 498 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 4,006 shares 4,006 $470K 0.2% +3,506 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; 2024Q3: restricted; 2024Q4: 6,235 shares; 2025Q1: 5,405 shares; 2025Q2: 5,428 shares; 2025Q3: 5,421 shares; 2025Q4: 5,408 shares; 2026Q1: 5,403 shares; 2026Q2: 5,435 shares 5,435 $469K 0.2% +32 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,548 shares; 2025Q1: 5,912 shares; 2025Q2: 5,953 shares; 2025Q3: 5,936 shares; 2025Q4: 5,660 shares; 2026Q1: 4,068 shares; 2026Q2: 1,311 shares 1,311 $469K 0.2% -2,757 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 224 shares; 2026Q2: 601 shares 601 $462K 0.2% +377 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,879 shares; 2025Q1: 2,712 shares; 2025Q2: 2,652 shares; 2025Q3: 2,578 shares; 2025Q4: 2,918 shares; 2026Q1: 2,959 shares; 2026Q2: 3,233 shares 3,233 $461K 0.2% +274 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; 2024Q3: restricted; 2024Q4: 10,998 shares; 2025Q1: 10,768 shares; 2025Q2: 10,005 shares; 2025Q3: 9,922 shares; 2025Q4: 10,019 shares; 2026Q1: 10,063 shares; 2026Q2: 10,831 shares 10,831 $455K 0.2% +768 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 655 shares; 2025Q2: 658 shares; 2025Q3: 661 shares; 2025Q4: 663 shares; 2026Q1: 665 shares; 2026Q2: 666 shares 666 $455K 0.2% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 2,049 shares; 2026Q1: 2,196 shares; 2026Q2: 3,551 shares 3,551 $447K 0.19% +1,355 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,069 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 2,974 shares; 2025Q4: 2,974 shares; 2026Q1: 2,974 shares; 2026Q2: 2,974 shares 2,974 $434K 0.19% 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; 2024Q3: restricted; 2024Q4: 4,612 shares; 2025Q1: 4,832 shares; 2025Q2: 4,933 shares; 2025Q3: 4,936 shares; 2025Q4: 5,251 shares; 2026Q1: 4,193 shares; 2026Q2: 2,473 shares 2,473 $428K 0.19% -1,720 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,022 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,257 shares; 2025Q4: 1,221 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares 1,181 $427K 0.19% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,892 shares; 2025Q2: 1,826 shares; 2025Q3: 1,832 shares; 2025Q4: 1,836 shares; 2026Q1: 1,841 shares; 2026Q2: 1,844 shares 1,844 $425K 0.18% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,117 shares; 2025Q1: 4,983 shares; 2025Q2: 4,346 shares; 2025Q3: 4,371 shares; 2025Q4: 4,363 shares; 2026Q1: 4,386 shares; 2026Q2: 4,437 shares 4,437 $422K 0.18% +51 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; 2024Q3: restricted; 2024Q4: 3,080 shares; 2025Q1: 2,744 shares; 2025Q2: 2,725 shares; 2025Q3: 2,720 shares; 2025Q4: 3,018 shares; 2026Q1: 3,028 shares; 2026Q2: 3,022 shares 3,022 $422K 0.18% -6 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; 2024Q3: restricted; 2024Q4: 2,255 shares; 2025Q1: 1,940 shares; 2025Q2: 1,808 shares; 2025Q3: 1,815 shares; 2025Q4: 1,814 shares; 2026Q1: 1,819 shares; 2026Q2: 1,781 shares 1,781 $420K 0.18% -38 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 2,874 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $413K 0.18% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,823 shares; 2025Q1: 2,804 shares; 2025Q2: 2,792 shares; 2025Q3: 3,010 shares; 2025Q4: 3,023 shares; 2026Q1: 3,104 shares; 2026Q2: 3,139 shares 3,139 $409K 0.18% +35 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; 2024Q3: restricted; 2024Q4: 4,062 shares; 2025Q1: 1,282 shares; 2025Q2: 1,344 shares; 2025Q3: 1,426 shares; 2025Q4: 2,439 shares; 2026Q1: 2,466 shares; 2026Q2: 2,179 shares 2,179 $404K 0.18% -287 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; 2024Q3: restricted; 2024Q4: 2,867 shares; 2025Q1: 2,619 shares; 2025Q2: 2,606 shares; 2025Q3: 2,611 shares; 2025Q4: 2,617 shares; 2026Q1: 2,621 shares; 2026Q2: 2,626 shares 2,626 $397K 0.17% +5 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 508 shares 508 $388K 0.17% +29 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares; 2026Q2: 1,567 shares 1,567 $388K 0.17% +1,272 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; 2024Q3: restricted; 2024Q4: 5,157 shares; 2025Q1: 5,187 shares; 2025Q2: 5,069 shares; 2025Q3: 5,087 shares; 2025Q4: 5,115 shares; 2026Q1: 5,141 shares; 2026Q2: 5,663 shares 5,663 $384K 0.17% +522 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,369 shares; 2025Q2: 1,364 shares; 2025Q3: 1,363 shares; 2025Q4: 1,571 shares; 2026Q1: 1,587 shares; 2026Q2: 1,590 shares 1,590 $378K 0.16% +3 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; 2024Q3: restricted; 2024Q4: 3,065 shares; 2025Q1: 2,084 shares; 2025Q2: 2,103 shares; 2025Q3: 2,188 shares; 2025Q4: 2,307 shares; 2026Q1: 2,324 shares; 2026Q2: 2,266 shares 2,266 $376K 0.16% -58 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,690 shares; 2025Q1: 1,286 shares; 2025Q2: 1,333 shares; 2025Q3: 1,445 shares; 2025Q4: 1,440 shares; 2026Q1: 1,479 shares; 2026Q2: 1,467 shares 1,467 $373K 0.16% -12 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,096 shares; 2025Q1: 3,104 shares; 2025Q2: 3,129 shares; 2025Q3: 3,041 shares; 2025Q4: 3,062 shares; 2026Q1: 2,042 shares; 2026Q2: 2,017 shares 2,017 $367K 0.16% -25 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 827 shares; 2025Q1: 804 shares; 2025Q2: 774 shares; 2025Q3: 763 shares; 2025Q4: 907 shares; 2026Q1: 866 shares; 2026Q2: 1,617 shares 1,617 $362K 0.16% +751 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,028 shares; 2025Q1: 6,283 shares; 2025Q2: 6,326 shares; 2025Q3: 6,322 shares; 2025Q4: 5,337 shares; 2026Q1: 5,052 shares; 2026Q2: 3,929 shares 3,929 $362K 0.16% -1,123 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; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 187 shares; 2025Q3: 184 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 515 shares 515 $353K 0.15% +218 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,422 shares; 2025Q1: 5,158 shares; 2025Q2: 5,034 shares; 2025Q3: 5,040 shares; 2025Q4: 5,048 shares; 2026Q1: 5,058 shares; 2026Q2: 4,947 shares 4,947 $333K 0.14% -111 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; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 368 shares; 2025Q2: 556 shares; 2025Q3: 723 shares; 2025Q4: 739 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $323K 0.14% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,316 shares; 2025Q1: 3,230 shares; 2025Q2: 3,171 shares; 2025Q3: 3,037 shares; 2025Q4: 3,047 shares; 2026Q1: 2,895 shares; 2026Q2: 3,073 shares 3,073 $317K 0.14% +178 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,077 shares; 2025Q4: 2,412 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares 2,043 $314K 0.14% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,277 shares; 2025Q1: 1,222 shares; 2025Q2: 1,148 shares; 2025Q3: 1,114 shares; 2025Q4: 1,116 shares; 2026Q1: 1,118 shares; 2026Q2: 1,124 shares 1,124 $313K 0.14% +6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,611 shares; 2025Q1: 1,551 shares; 2025Q2: 1,555 shares; 2025Q3: 1,501 shares; 2025Q4: 1,503 shares; 2026Q1: 1,375 shares; 2026Q2: 1,239 shares 1,239 $311K 0.14% -136 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,697 shares; 2025Q1: 2,811 shares; 2025Q2: 2,781 shares; 2025Q3: 2,763 shares; 2025Q4: 5,832 shares; 2026Q1: 5,782 shares; 2026Q2: 5,788 shares 5,788 $306K 0.13% +6 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,966 shares; 2025Q2: 5,284 shares; 2025Q3: 5,191 shares; 2025Q4: 6,231 shares; 2026Q1: 6,258 shares; 2026Q2: 6,331 shares 6,331 $302K 0.13% +73 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; 2024Q3: restricted; 2024Q4: 8,727 shares; 2025Q1: 8,747 shares; 2025Q2: 8,245 shares; 2025Q3: 8,270 shares; 2025Q4: 8,312 shares; 2026Q1: 8,632 shares; 2026Q2: 8,302 shares 8,302 $302K 0.13% -330 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; 2024Q3: restricted; 2024Q4: 14,792 shares; 2025Q1: 14,540 shares; 2025Q2: 14,382 shares; 2025Q3: 14,363 shares; 2025Q4: 14,462 shares; 2026Q1: 14,520 shares; 2026Q2: 14,599 shares 14,599 $299K 0.13% +79 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,283 shares; 2025Q1: 5,131 shares; 2025Q2: 4,898 shares; 2025Q3: 4,913 shares; 2025Q4: 4,965 shares; 2026Q1: 4,978 shares; 2026Q2: 5,030 shares 5,030 $295K 0.13% +52 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,469 shares; 2025Q1: 6,962 shares; 2025Q2: 8,885 shares; 2025Q3: 9,966 shares; 2025Q4: 14,838 shares; 2026Q1: 13,294 shares; 2026Q2: 13,028 shares 13,028 $294K 0.13% -266 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; 2024Q3: restricted; 2024Q4: 1,562 shares; 2025Q1: 1,571 shares; 2025Q2: 1,570 shares; 2025Q3: 1,613 shares; 2025Q4: 2,574 shares; 2026Q1: 2,594 shares; 2026Q2: 2,622 shares 2,622 $292K 0.13% +28 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,676 shares; 2025Q1: 901 shares; 2025Q2: 925 shares; 2025Q3: 926 shares; 2025Q4: 881 shares; 2026Q1: 818 shares; 2026Q2: 796 shares 796 $288K 0.12% -22 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 554 shares; 2025Q1: 525 shares; 2025Q2: 620 shares; 2025Q3: 573 shares; 2025Q4: 597 shares; 2026Q1: 697 shares; 2026Q2: 665 shares 665 $283K 0.12% -32 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; 2024Q3: restricted; 2024Q4: 4,359 shares; 2025Q1: 4,357 shares; 2025Q2: 4,222 shares; 2025Q3: 4,432 shares; 2025Q4: 4,468 shares; 2026Q1: 4,502 shares; 2026Q2: 4,565 shares 4,565 $282K 0.12% +63 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; 2024Q3: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,722 shares; 2025Q2: 2,608 shares; 2025Q3: 2,600 shares; 2025Q4: 2,607 shares; 2026Q1: 2,627 shares; 2026Q2: 2,643 shares 2,643 $277K 0.12% +16 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $270K 0.12% new 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; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,159 shares; 2025Q2: 1,167 shares; 2025Q3: 1,165 shares; 2025Q4: 1,176 shares; 2026Q1: 1,187 shares; 2026Q2: 1,204 shares 1,204 $268K 0.12% +17 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,351 shares; 2025Q2: 2,359 shares; 2025Q3: 2,367 shares; 2025Q4: 2,375 shares; 2026Q1: 2,358 shares; 2026Q2: 2,393 shares 2,393 $265K 0.12% +35 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,063 shares; 2025Q1: 8,904 shares; 2025Q2: 8,855 shares; 2025Q3: 8,861 shares; 2025Q4: 8,638 shares; 2026Q1: 2,554 shares; 2026Q2: 2,573 shares 2,573 $264K 0.11% +19 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; 2024Q3: restricted; 2024Q4: 833 shares; 2025Q1: 820 shares; 2025Q2: 823 shares; 2025Q3: 824 shares; 2025Q4: 792 shares; 2026Q1: 794 shares; 2026Q2: 796 shares 796 $254K 0.11% +2 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; 2024Q3: restricted; 2024Q4: 8,516 shares; 2025Q1: 7,782 shares; 2025Q2: 7,310 shares; 2025Q3: 6,928 shares; 2025Q4: 6,928 shares; 2026Q1: 6,928 shares; 2026Q2: 6,928 shares 6,928 $253K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,287 shares; 2025Q1: 2,229 shares; 2025Q2: 2,042 shares; 2025Q3: 2,039 shares; 2025Q4: 2,502 shares; 2026Q1: 2,565 shares; 2026Q2: 2,618 shares 2,618 $251K 0.11% +53 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; 2024Q3: restricted; 2024Q4: 3,920 shares; 2025Q1: 3,844 shares; 2025Q2: 3,793 shares; 2025Q3: 3,499 shares; 2025Q4: 3,521 shares; 2026Q1: 3,976 shares; 2026Q2: 4,369 shares 4,369 $247K 0.11% +393 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; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 808 shares; 2025Q2: 793 shares; 2025Q3: 784 shares; 2025Q4: 781 shares; 2026Q1: 785 shares; 2026Q2: 798 shares 798 $244K 0.11% +13 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,492 shares; 2025Q4: 8,492 shares; 2026Q1: 8,492 shares; 2026Q2: 8,492 shares 8,492 $241K 0.1% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,814 shares; 2025Q1: 2,831 shares; 2025Q2: 2,790 shares; 2025Q3: 2,776 shares; 2025Q4: 2,782 shares; 2026Q1: 2,800 shares; 2026Q2: 2,843 shares 2,843 $237K 0.1% +43 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; 2024Q3: restricted; 2024Q4: 1,849 shares; 2025Q1: 1,813 shares; 2025Q2: 1,748 shares; 2025Q3: 1,758 shares; 2025Q4: 1,742 shares; 2026Q1: 1,707 shares; 2026Q2: 1,871 shares 1,871 $235K 0.1% +164 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; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 630 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares; 2026Q1: 1,982 shares; 2026Q2: 1,983 shares 1,983 $235K 0.1% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,517 shares; 2025Q2: 1,401 shares; 2025Q3: 1,352 shares; 2025Q4: 1,361 shares; 2026Q1: 1,370 shares; 2026Q2: 1,344 shares 1,344 $235K 0.1% -26 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,863 shares; 2025Q1: 2,598 shares; 2025Q2: 2,646 shares; 2025Q3: 2,624 shares; 2025Q4: 2,093 shares; 2026Q1: 1,987 shares; 2026Q2: 802 shares 802 $231K 0.1% -1,185 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; 2024Q3: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,405 shares; 2025Q2: 3,413 shares; 2025Q3: 3,207 shares; 2025Q4: 3,215 shares; 2026Q1: 3,224 shares; 2026Q2: 3,231 shares 3,231 $231K 0.1% +7 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; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,751 shares; 2025Q2: 1,567 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 658 shares; 2026Q2: 659 shares 659 $229K 0.1% +1 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,575 shares; 2025Q1: 2,588 shares; 2025Q2: 2,472 shares; 2025Q3: 2,484 shares; 2025Q4: 2,496 shares; 2026Q1: 2,506 shares; 2026Q2: 2,516 shares 2,516 $226K 0.1% +10 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; 2024Q3: restricted; 2024Q4: 3,373 shares; 2025Q1: 3,530 shares; 2025Q2: 3,524 shares; 2025Q3: 814 shares; 2025Q4: 818 shares; 2026Q1: 821 shares; 2026Q2: 832 shares 832 $224K 0.1% +11 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; 2024Q3: restricted; 2024Q4: 1,416 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,004 shares; 2026Q1: 1,140 shares; 2026Q2: 1,014 shares 1,014 $221K 0.1% -126 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; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $216K 0.09% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,027 shares; 2025Q1: 1,036 shares; 2025Q2: 1,049 shares; 2025Q3: 1,006 shares; 2025Q4: 8,112 shares; 2026Q1: 7,935 shares; 2026Q2: 8,327 shares 8,327 $213K 0.09% +392 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $205K 0.09% new 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; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 339 shares 339 $202K 0.09% -179 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; 2024Q3: restricted; 2024Q4: 2,421 shares; 2025Q1: 2,733 shares; 2025Q2: 2,750 shares; 2025Q3: 2,734 shares; 2025Q4: 3,096 shares; 2026Q1: 2,305 shares; 2026Q2: 901 shares 901 $200K 0.09% -1,404 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; 2024Q3: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,766 shares; 2025Q4: 1,780 shares; 2026Q1: 1,795 shares; 2026Q2: 1,819 shares 1,819 $199K 0.09% +24 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,033 shares; 2025Q2: 1,035 shares; 2025Q3: 1,038 shares; 2025Q4: 1,041 shares; 2026Q1: 1,044 shares; 2026Q2: 1,046 shares 1,046 $198K 0.09% +2 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 772 shares; 2026Q2: 690 shares 690 $197K 0.09% -82 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; 2024Q3: restricted; 2024Q4: 3,402 shares; 2025Q1: 3,413 shares; 2025Q2: 3,423 shares; 2025Q3: 3,384 shares; 2025Q4: 3,394 shares; 2026Q1: 3,510 shares; 2026Q2: 2,217 shares 2,217 $195K 0.08% -1,293 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; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 148 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 140 shares 140 $188K 0.08% -5 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; 2024Q3: restricted; 2024Q4: 4,624 shares; 2025Q1: 4,500 shares; 2025Q2: 4,482 shares; 2025Q3: 1,329 shares; 2025Q4: 1,342 shares; 2026Q1: 1,411 shares; 2026Q2: 1,418 shares 1,418 $186K 0.08% +7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,847 shares; 2025Q1: 1,819 shares; 2025Q2: 1,792 shares; 2025Q3: 1,802 shares; 2025Q4: 1,813 shares; 2026Q1: 1,822 shares; 2026Q2: 1,774 shares 1,774 $183K 0.08% -48 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 799 shares; 2025Q3: 746 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $181K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 6,247 shares; 2025Q2: 5,045 shares; 2025Q3: 5,077 shares; 2025Q4: 5,111 shares; 2026Q1: 5,558 shares; 2026Q2: 5,656 shares 5,656 $180K 0.08% +98 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; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 3,166 shares; 2025Q2: 3,080 shares; 2025Q3: 3,072 shares; 2025Q4: 3,255 shares; 2026Q1: 1,195 shares; 2026Q2: 1,212 shares 1,212 $179K 0.08% +17 Timeline XLP 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; 2024Q3: restricted; 2024Q4: 3,597 shares; 2025Q1: 2,606 shares; 2025Q2: 2,590 shares; 2025Q3: 2,510 shares; 2025Q4: 2,209 shares; 2026Q1: 2,017 shares; 2026Q2: 2,103 shares 2,103 $175K 0.08% +86 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 792 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $175K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $173K 0.08% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,415 shares; 2025Q2: 1,268 shares; 2025Q3: 1,055 shares; 2025Q4: 1,058 shares; 2026Q1: 1,061 shares; 2026Q2: 1,077 shares 1,077 $172K 0.07% +16 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; 2024Q3: restricted; 2024Q4: 579 shares; 2025Q1: 561 shares; 2025Q2: 579 shares; 2025Q3: 583 shares; 2025Q4: 586 shares; 2026Q1: 589 shares; 2026Q2: 592 shares 592 $164K 0.07% +3 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 777 shares; 2025Q2: 1,524 shares; 2025Q3: 2,442 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares 2,268 $164K 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 186 shares; 2026Q2: 158 shares 158 $163K 0.07% -28 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,901 shares; 2026Q1: 10,901 shares; 2026Q2: 10,901 shares 10,901 $160K 0.07% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,448 shares; 2025Q1: 2,311 shares; 2025Q2: 2,287 shares; 2025Q3: 641 shares; 2025Q4: 642 shares; 2026Q1: 645 shares; 2026Q2: 646 shares 646 $159K 0.07% +1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,816 shares; 2025Q1: 1,833 shares; 2025Q2: 2,061 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,075 shares; 2026Q2: 2,129 shares 2,129 $156K 0.07% +54 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; 2024Q3: restricted; 2024Q4: 1,980 shares; 2025Q1: 1,986 shares; 2025Q2: 1,860 shares; 2025Q3: 1,865 shares; 2025Q4: 1,718 shares; 2026Q1: 1,724 shares; 2026Q2: 1,726 shares 1,726 $153K 0.07% +2 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 388 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 385 shares 385 $145K 0.06% -42 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; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 357 shares 357 $142K 0.06% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,150 shares; 2025Q2: 1,101 shares; 2025Q3: 1,105 shares; 2025Q4: 1,106 shares; 2026Q1: 1,110 shares; 2026Q2: 1,141 shares 1,141 $140K 0.06% +31 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,408 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,696 shares; 2026Q2: 1,629 shares 1,629 $140K 0.06% -67 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; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 772 shares; 2025Q2: 774 shares; 2025Q3: 775 shares; 2025Q4: 777 shares; 2026Q1: 779 shares; 2026Q2: 780 shares 780 $139K 0.06% +1 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,394 shares; 2025Q1: 2,421 shares; 2025Q2: 2,348 shares; 2025Q3: 2,362 shares; 2025Q4: 2,362 shares; 2026Q1: 2,389 shares; 2026Q2: 2,399 shares 2,399 $135K 0.06% +10 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; 2024Q3: restricted; 2024Q4: 922 shares; 2025Q1: 873 shares; 2025Q2: 762 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 459 shares; 2026Q2: 268 shares 268 $134K 0.06% -191 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $129K 0.06% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $124K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 385 shares; 2025Q2: 387 shares; 2025Q3: 388 shares; 2025Q4: 390 shares; 2026Q1: 1,171 shares; 2026Q2: 542 shares 542 $124K 0.05% -629 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares 2,764 $122K 0.05% new 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; 2024Q3: restricted; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 706 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 829 shares; 2026Q2: 852 shares 852 $121K 0.05% +23 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 955 shares; 2025Q1: 957 shares; 2025Q2: 960 shares; 2025Q3: 965 shares; 2025Q4: 968 shares; 2026Q1: 960 shares; 2026Q2: 963 shares 963 $121K 0.05% +3 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,487 shares; 2025Q1: 4,517 shares; 2025Q2: 4,562 shares; 2025Q3: 4,608 shares; 2025Q4: 4,670 shares; 2026Q1: 4,700 shares; 2026Q2: 4,748 shares 4,748 $121K 0.05% +48 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; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 1,690 shares 1,690 $119K 0.05% +839 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $117K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,657 shares; 2025Q2: 2,673 shares; 2025Q3: 3,093 shares; 2025Q4: 3,119 shares; 2026Q1: 3,144 shares; 2026Q2: 3,108 shares 3,108 $117K 0.05% -36 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,478 shares; 2025Q1: 2,482 shares; 2025Q2: 2,594 shares; 2025Q3: 2,590 shares; 2025Q4: 2,359 shares; 2026Q1: 2,444 shares; 2026Q2: 2,628 shares 2,628 $113K 0.05% +184 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 596 shares; 2025Q2: 642 shares; 2025Q3: 733 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 695 shares 695 $108K 0.05% -72 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $106K 0.05% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,050 shares; 2025Q1: 1,898 shares; 2025Q2: 1,883 shares; 2025Q3: 1,892 shares; 2025Q4: 1,901 shares; 2026Q1: 1,984 shares; 2026Q2: 1,987 shares 1,987 $105K 0.05% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,473 shares; 2025Q1: 1,979 shares; 2025Q2: 1,969 shares; 2025Q3: 2,025 shares; 2025Q4: 2,028 shares; 2026Q1: 721 shares; 2026Q2: 739 shares 739 $104K 0.05% +18 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 969 shares; 2025Q1: 728 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 673 shares 673 $104K 0.05% -20 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 52 shares; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 2,242 shares; 2026Q2: 2,569 shares 2,569 $103K 0.04% +327 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; 2024Q3: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,158 shares; 2025Q2: 1,021 shares; 2025Q3: 1,025 shares; 2025Q4: 1,030 shares; 2026Q1: 944 shares; 2026Q2: 946 shares 946 $100K 0.04% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $99.9K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 4,670 shares; 2025Q1: 4,651 shares; 2025Q2: 2,369 shares; 2025Q3: 3,785 shares; 2025Q4: 3,629 shares; 2026Q1: 3,648 shares; 2026Q2: 4,332 shares 4,332 $99.8K 0.04% +684 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,027 shares; 2025Q1: 787 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 670 shares; 2026Q1: 656 shares; 2026Q2: 645 shares 645 $98.7K 0.04% -11 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares 2,203 $97.7K 0.04% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 299 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $96.3K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 148 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 151 shares 151 $94.6K 0.04% +1 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; 2024Q3: restricted; 2024Q4: 397 shares; 2025Q1: 373 shares; 2025Q2: 376 shares; 2025Q3: 369 shares; 2025Q4: 370 shares; 2026Q1: 360 shares; 2026Q2: 363 shares 363 $91.4K 0.04% +3 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 788 shares; 2025Q2: 737 shares; 2025Q3: 744 shares; 2025Q4: 751 shares; 2026Q1: 758 shares; 2026Q2: 785 shares 785 $90.1K 0.04% +27 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; 2024Q3: restricted; 2024Q4: 2,175 shares; 2025Q1: 2,147 shares; 2025Q2: 2,159 shares; 2025Q3: 3,477 shares; 2025Q4: 3,510 shares; 2026Q1: 3,519 shares; 2026Q2: 3,525 shares 3,525 $86.5K 0.04% +6 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; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $85.6K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 32 shares; 2026Q1: 220 shares; 2026Q2: 208 shares 208 $85.3K 0.04% -12 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 466 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 471 shares 471 $83.5K 0.04% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,357 shares; 2025Q1: 1,250 shares; 2025Q2: 1,177 shares; 2025Q3: 1,192 shares; 2025Q4: 1,189 shares; 2026Q1: 1,168 shares; 2026Q2: 1,156 shares 1,156 $83.3K 0.04% -12 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; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $81.7K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 805 shares; 2026Q2: 343 shares 343 $81.1K 0.04% -462 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; 2024Q3: restricted; 2024Q4: 4,030 shares; 2025Q1: 3,702 shares; 2025Q2: 3,900 shares; 2025Q3: 3,928 shares; 2025Q4: 3,651 shares; 2026Q1: 3,506 shares; 2026Q2: 3,409 shares 3,409 $80.9K 0.04% -97 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,581 shares; 2025Q1: 1,721 shares; 2025Q2: 1,710 shares; 2025Q3: 1,651 shares; 2025Q4: 1,654 shares; 2026Q1: 1,657 shares; 2026Q2: 1,659 shares 1,659 $80.2K 0.03% +2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,763 shares; 2025Q1: 1,206 shares; 2025Q2: 727 shares; 2025Q3: 463 shares; 2025Q4: 464 shares; 2026Q1: 465 shares; 2026Q2: 467 shares 467 $78.8K 0.03% +2 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 907 shares 907 $78.2K 0.03% +900 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; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 846 shares; 2025Q2: 851 shares; 2025Q3: 817 shares; 2025Q4: 822 shares; 2026Q1: 826 shares; 2026Q2: 829 shares 829 $76.9K 0.03% +3 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; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 522 shares; 2025Q2: 472 shares; 2025Q3: 478 shares; 2025Q4: 500 shares; 2026Q1: 1,642 shares; 2026Q2: 1,642 shares 1,642 $76.4K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $76.1K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 359 shares 359 $74.8K 0.03% -177 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472 $74.4K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 152 shares 152 $73.2K 0.03% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,105 shares; 2025Q1: 956 shares; 2025Q2: 965 shares; 2025Q3: 972 shares; 2025Q4: 983 shares; 2026Q1: 994 shares; 2026Q2: 1,004 shares 1,004 $72.5K 0.03% +10 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 441 shares; 2025Q3: 698 shares; 2025Q4: 656 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $72.4K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: 888 shares; 2025Q4: 893 shares; 2026Q1: 899 shares; 2026Q2: 902 shares 902 $71.9K 0.03% +3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 519 shares; 2025Q2: 521 shares; 2025Q3: 523 shares; 2025Q4: 750 shares; 2026Q1: 751 shares; 2026Q2: 753 shares 753 $70.2K 0.03% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,784 shares; 2025Q1: 1,792 shares; 2025Q2: 1,510 shares; 2025Q3: 1,502 shares; 2025Q4: 1,510 shares; 2026Q1: 1,516 shares; 2026Q2: 1,522 shares 1,522 $68.6K 0.03% +6 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 975 shares; 2025Q1: 669 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $68.4K 0.03% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 664 shares; 2025Q2: 669 shares; 2025Q3: 674 shares; 2025Q4: 729 shares; 2026Q1: 3,174 shares; 2026Q2: 2,849 shares 2,849 $67.8K 0.03% -325 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; 2024Q3: restricted; 2024Q4: 1,145 shares; 2025Q1: 1,076 shares; 2025Q2: 82 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $67.4K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 300 shares; 2025Q3: 510 shares; 2025Q4: 511 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $66.5K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 483 shares; 2026Q1: 484 shares; 2026Q2: 485 shares 485 $65.2K 0.03% +1 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; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 849 shares; 2025Q2: 854 shares; 2025Q3: 853 shares; 2025Q4: 819 shares; 2026Q1: 823 shares; 2026Q2: 827 shares 827 $64.1K 0.03% +4 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $64K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 218 shares; 2026Q2: 103 shares 103 $63.9K 0.03% -115 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,325 shares; 2025Q1: 1,960 shares; 2025Q2: 1,139 shares; 2025Q3: 2,550 shares; 2025Q4: 2,585 shares; 2026Q1: 2,619 shares; 2026Q2: 2,630 shares 2,630 $62.8K 0.03% +11 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $62.3K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 410 shares; 2025Q2: 371 shares; 2025Q3: 310 shares; 2025Q4: 615 shares; 2026Q1: 619 shares; 2026Q2: 646 shares 646 $62.3K 0.03% +27 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,926 shares; 2025Q1: 1,312 shares; 2025Q2: 1,063 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,066 shares; 2026Q2: 1,061 shares 1,061 $62K 0.03% -5 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 72 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $61K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $60.7K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 196 shares; 2025Q2: 194 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $60K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 19 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $59K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $57.3K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,182 shares; 2025Q1: 989 shares; 2025Q2: 803 shares; 2025Q3: 681 shares; 2025Q4: 518 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $55.4K 0.02% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,483 shares; 2026Q2: 467 shares 467 $54K 0.02% -1,016 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $53.2K 0.02% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $52.4K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 528 shares; 2025Q2: 423 shares; 2025Q3: 427 shares; 2025Q4: 423 shares; 2026Q1: 427 shares; 2026Q2: 449 shares 449 $52.1K 0.02% +22 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,996 shares; 2026Q1: 2,004 shares; 2026Q2: 2,016 shares 2,016 $51.9K 0.02% +12 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 1,973 shares; 2026Q1: 1,981 shares; 2026Q2: 1,993 shares 1,993 $51.6K 0.02% +12 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,654 shares; 2025Q1: 1,785 shares; 2025Q2: 10,686 shares; 2025Q3: 9,708 shares; 2025Q4: 8,556 shares; 2026Q1: 7,268 shares; 2026Q2: 6,154 shares 6,154 $51.4K 0.02% -1,114 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 2,004 shares; 2026Q1: 2,013 shares; 2026Q2: 2,025 shares 2,025 $51.3K 0.02% +12 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,971 shares; 2025Q4: 1,987 shares; 2026Q1: 1,995 shares; 2026Q2: 2,007 shares 2,007 $51.2K 0.02% +12 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares; 2025Q4: 1,995 shares; 2026Q1: 2,003 shares; 2026Q2: 2,016 shares 2,016 $51.1K 0.02% +13 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 1,977 shares; 2026Q1: 1,984 shares; 2026Q2: 1,996 shares 1,996 $51K 0.02% +12 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; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 196 shares; 2025Q2: 197 shares; 2025Q3: 198 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 166 shares 166 $49.9K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $49.2K 0.02% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,674 shares; 2025Q1: 1,651 shares; 2025Q2: 1,445 shares; 2025Q3: 1,460 shares; 2025Q4: 1,471 shares; 2026Q1: 1,482 shares; 2026Q2: 1,491 shares 1,491 $49K 0.02% +9 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 231 shares; 2025Q3: 2,848 shares; 2025Q4: 2,016 shares; 2026Q1: 708 shares; 2026Q2: 603 shares 603 $48.6K 0.02% -105 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,935 shares; 2025Q1: 2,946 shares; 2025Q2: 2,847 shares; 2025Q3: 2,858 shares; 2025Q4: 2,866 shares; 2026Q1: 2,876 shares; 2026Q2: 2,887 shares 2,887 $48.6K 0.02% +11 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; 2024Q3: restricted; 2024Q4: 1,127 shares; 2025Q1: 1,128 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $48.5K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 537 shares; 2025Q2: 539 shares; 2025Q3: 541 shares; 2025Q4: 543 shares; 2026Q1: 545 shares; 2026Q2: 547 shares 547 $48.4K 0.02% +2 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $48K 0.02% 0 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,637 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 1,770 shares 1,770 $47.3K 0.02% +784 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; 2024Q3: restricted; 2024Q4: 2,043 shares; 2025Q1: 2,040 shares; 2025Q2: 1,983 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares; 2026Q2: 1,760 shares 1,760 $47.2K 0.02% -202 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; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 232 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 234 shares 234 $46.3K 0.02% +1 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $45.8K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 110 shares 110 $45.7K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 7,831 shares; 2025Q1: 5,099 shares; 2025Q2: 4,101 shares; 2025Q3: 4,091 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares; 2026Q2: 1,727 shares 1,727 $45.3K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $43.9K 0.02% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 637 shares; 2025Q2: 630 shares; 2025Q3: 637 shares; 2025Q4: 642 shares; 2026Q1: 649 shares; 2026Q2: 655 shares 655 $42.4K 0.02% +6 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 317 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $42.3K 0.02% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $42.2K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,803 shares; 2025Q1: 23,573 shares; 2025Q2: 23,794 shares; 2025Q3: 23,576 shares; 2025Q4: 11,384 shares; 2026Q1: 7,355 shares; 2026Q2: 948 shares 948 $41.9K 0.02% -6,407 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; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 266 shares; 2025Q4: 268 shares; 2026Q1: 269 shares; 2026Q2: 271 shares 271 $40.4K 0.02% +2 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $40.2K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 510 shares; 2025Q2: 496 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 496 shares; 2026Q2: 508 shares 508 $40.2K 0.02% +12 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; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,073 shares; 2025Q2: 1,074 shares; 2025Q3: 1,076 shares; 2025Q4: 1,077 shares; 2026Q1: 1,078 shares; 2026Q2: 1,079 shares 1,079 $39.4K 0.02% +1 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $39.4K 0.02% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $39K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,530 shares; 2025Q1: 858 shares; 2025Q2: 714 shares; 2025Q3: 715 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 397 shares 397 $38K 0.02% -11 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 611 shares; 2025Q1: 559 shares; 2025Q2: 528 shares; 2025Q3: 542 shares; 2025Q4: 538 shares; 2026Q1: 528 shares; 2026Q2: 531 shares 531 $37.5K 0.02% +3 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943 shares 943 $36.6K 0.02% new 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 102 shares 102 $36.2K 0.02% +1 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 414 shares 414 $36.1K 0.02% +8 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,520 shares; 2026Q1: 1,755 shares; 2026Q2: 1,755 shares 1,755 $35.1K 0.02% 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; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 232 shares; 2025Q3: 233 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 236 shares 236 $34.7K 0.02% +1 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $34.5K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $34.1K 0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $33.4K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $33.2K 0.01% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $32.7K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 506 shares; 2025Q4: 509 shares; 2026Q1: 511 shares; 2026Q2: 513 shares 513 $32.5K 0.01% +2 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $31.1K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 395 shares; 2025Q2: 397 shares; 2025Q3: 399 shares; 2025Q4: 402 shares; 2026Q1: 404 shares; 2026Q2: 405 shares 405 $30.8K 0.01% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 221 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 225 shares 225 $30.8K 0.01% +1 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 375 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 363 shares; 2026Q1: 365 shares; 2026Q2: 366 shares 366 $30.7K 0.01% +1 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 135 shares 135 $29.8K 0.01% -14 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $29.5K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $29.1K 0.01% 0 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,631 shares; 2025Q1: 6,575 shares; 2025Q2: 5,034 shares; 2025Q3: 4,592 shares; 2025Q4: 1,670 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $28.8K 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; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 437 shares; 2025Q2: 439 shares; 2025Q3: 441 shares; 2025Q4: 443 shares; 2026Q1: 444 shares; 2026Q2: 510 shares 510 $28.7K 0.01% +66 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $28.4K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 613 shares 613 $28.2K 0.01% -747 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $27.8K 0.01% 0 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 640 shares; 2025Q3: 362 shares; 2025Q4: 314 shares; 2026Q1: 257 shares; 2026Q2: 207 shares 207 $27.7K 0.01% -50 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $27.2K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,726 shares; 2025Q1: 570 shares; 2025Q2: 601 shares; 2025Q3: 608 shares; 2025Q4: 563 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $27K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 70 shares 70 $26.5K 0.01% -3 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $26.4K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,333 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $26.2K 0.01% 0 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,114 shares; 2025Q1: 2,116 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,118 shares; 2026Q2: 711 shares 711 $26.2K 0.01% -407 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $26.1K 0.01% 0 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $25.9K 0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $25.5K 0.01% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $25.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $25K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 50 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $24.9K 0.01% 0 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $24.2K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,767 shares; 2025Q2: 1,685 shares; 2025Q3: 1,700 shares; 2025Q4: 1,714 shares; 2026Q1: 1,727 shares; 2026Q2: 1,738 shares 1,738 $23.7K 0.01% +11 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $23.3K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 1,206 shares; 2025Q2: 1,002 shares; 2025Q3: 645 shares; 2025Q4: 625 shares; 2026Q1: 226 shares; 2026Q2: 235 shares 235 $23.1K 0.01% +9 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $23K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $23K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $22.8K 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; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $22.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $22.2K 0.01% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $22K 0.01% new Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $21.3K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 148 shares; 2025Q2: 149 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 152 shares; 2026Q2: 767 shares 767 $21K 0.01% +615 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 90 shares 90 $20.6K 0.01% +1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.3K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $20K 0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $19.5K 0.01% 0 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,807 shares; 2025Q1: 5,498 shares; 2025Q2: 2,330 shares; 2025Q3: 862 shares; 2025Q4: 805 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $19.2K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 827 shares; 2025Q1: 29 shares; 2025Q2: 89 shares; 2025Q3: 95 shares; 2025Q4: 91 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $19.2K 0.01% 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $19.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $19K 0.01% 0 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 340 shares 340 $19K 0.01% -268 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $18.9K 0.01% 0 Timeline SKYY 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; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $18.8K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 141 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $18.8K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $18.3K 0.01% 0 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $18.3K 0.01% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 4,001 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,488 shares; 2026Q1: 1,502 shares; 2026Q2: 811 shares 811 $18K 0.01% -691 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; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $17.9K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $17.8K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares 328 $17.7K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $17.4K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $17.2K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $17.1K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 980 shares; 2025Q1: 629 shares; 2025Q2: 634 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 650 shares; 2026Q2: 655 shares 655 $16.9K 0.01% +5 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $16.9K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $16.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 118 shares; 2025Q2: 245 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $16.7K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 214 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $16.7K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 529 shares; 2025Q1: 532 shares; 2025Q2: 536 shares; 2025Q3: 541 shares; 2025Q4: 546 shares; 2026Q1: 549 shares; 2026Q2: 553 shares 553 $16.5K 0.01% +4 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $16.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 112 shares 112 $16.4K 0.01% +48 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $16.3K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 1,584 shares; 2025Q2: 1,194 shares; 2025Q3: 740 shares; 2025Q4: 676 shares; 2026Q1: 159 shares; 2026Q2: 177 shares 177 $16.2K 0.01% +18 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; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 147 shares; 2026Q1: 148 shares; 2026Q2: 149 shares 149 $16.2K 0.01% +1 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $16.1K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $16K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 80 shares; 2025Q4: 51 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $15.9K 0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 411 shares; 2025Q2: 415 shares; 2025Q3: 420 shares; 2025Q4: 424 shares; 2026Q1: 429 shares; 2026Q2: 433 shares 433 $15.9K 0.01% +4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 298 shares 298 $15.9K 0.01% +196 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 92 shares 92 $15.8K 0.01% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $15.7K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $15.7K 0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 512 shares 512 $15.5K 0.01% -238 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; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 392 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $15.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $14.8K 0.01% 0 Timeline TMFS RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $14.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $14.4K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $14.4K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $14.4K 0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $13.8K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88 shares 88 $13.7K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $13.6K 0.01% 0 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $13.5K 0.01% new Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 531 shares 531 $13.5K 0.01% new Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $13.5K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 375 shares; 2025Q2: 303 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $13.4K 0.01% 0 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $13.3K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $13.2K 0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 425 shares 425 $13K 0.01% -205 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 112 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 17 shares 17 $13K 0.01% -87 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $13K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $12.9K 0.01% 0 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 918 shares; 2025Q1: 684 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $12.8K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $12.7K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 271 shares; 2026Q2: 90 shares 90 $12.5K 0.01% -181 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $12.5K 0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $12.2K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: 241 shares; 2025Q2: 358 shares; 2025Q3: 306 shares; 2025Q4: 256 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $11.9K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 352 shares; 2026Q2: 142 shares 142 $11.8K 0.01% -210 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $11.7K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $11.3K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 160 shares; 2025Q4: 162 shares; 2026Q1: 163 shares; 2026Q2: 165 shares 165 $11.3K <0.01% +2 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $11.3K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $11.3K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $10.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $10.9K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $10.9K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares; 2026Q2: 460 shares 460 $10.8K <0.01% -330 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $10.7K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: 257 shares; 2025Q2: 256 shares; 2025Q3: 266 shares; 2025Q4: 170 shares; 2026Q1: 135 shares; 2026Q2: 128 shares 128 $10.7K <0.01% -7 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $10.7K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $10.6K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 171 shares; 2026Q2: 96 shares 96 $10.6K <0.01% -75 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $10.3K <0.01% 0 Timeline IBIH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $9.9K <0.01% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $9.75K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $9.67K <0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $9.65K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 320 shares; 2025Q4: 343 shares; 2026Q1: 355 shares; 2026Q2: 345 shares 345 $9.54K <0.01% -10 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $9.18K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 431 shares; 2025Q2: 435 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 441 shares; 2026Q2: 443 shares 443 $9.17K <0.01% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 63 shares 63 $9.08K <0.01% +13 Timeline SPHQ 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; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $8.95K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $8.82K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $8.69K <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; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 77 shares; 2026Q2: 78 shares 78 $8.63K <0.01% +1 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; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 216 shares; 2025Q2: 168 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $8.47K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $8.45K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $8.42K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.29K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 308 shares; 2025Q4: 309 shares; 2026Q1: 311 shares; 2026Q2: 313 shares 313 $8.16K <0.01% +2 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $8.1K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 182 shares; 2025Q4: 190 shares; 2026Q1: 193 shares; 2026Q2: 184 shares 184 $8.09K <0.01% -9 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $7.85K <0.01% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $7.79K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $7.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 287 shares; 2025Q2: 295 shares; 2025Q3: 302 shares; 2025Q4: 309 shares; 2026Q1: 316 shares; 2026Q2: 323 shares 323 $7.68K <0.01% +7 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; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 1,557 shares 1,557 $7.66K <0.01% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $7.61K <0.01% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $7.58K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 381 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 413 shares; 2026Q1: 347 shares; 2026Q2: 348 shares 348 $7.54K <0.01% +1 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $7.47K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $7.46K <0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 667 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 720 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $7.35K <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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 17 shares 17 $7.23K <0.01% -52 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; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 348 shares; 2025Q2: 352 shares; 2025Q3: 356 shares; 2025Q4: 361 shares; 2026Q1: 215 shares; 2026Q2: 217 shares 217 $7.23K <0.01% +2 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 973 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 150 shares 150 $7.18K <0.01% -172 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $7.16K <0.01% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $7.12K <0.01% 0 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $7.03K <0.01% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $6.84K <0.01% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares 377 $6.82K <0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $6.82K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $6.76K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $6.71K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $6.69K <0.01% 0 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $6.66K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 157 shares; 2025Q3: 158 shares; 2025Q4: 159 shares; 2026Q1: 161 shares; 2026Q2: 162 shares 162 $6.62K <0.01% +1 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 253 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 280 shares; 2026Q1: 288 shares; 2026Q2: 297 shares 297 $6.59K <0.01% +9 Timeline RAND RAND CAP CORP More: the full row for RAND CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $6.57K <0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $6.56K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 694 shares; 2025Q2: 586 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $6.53K <0.01% 0 Timeline VSTA VASTA PLATFORM LTD CLASS A (CY More: the full row for VASTA PLATFORM LTD CLASS A (CY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares 1,326 $6.5K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 52 shares 52 $6.42K <0.01% +39 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 3,871 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $6.28K <0.01% 0 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 156 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 160 shares; 2026Q1: 161 shares; 2026Q2: 162 shares 162 $6.25K <0.01% +1 Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,919 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares; 2026Q1: 1,612 shares; 2026Q2: 4,112 shares 4,112 $6.04K <0.01% +2,500 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.02K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 83 shares 83 $6.01K <0.01% +33 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 79 shares 79 $5.87K <0.01% +2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $5.84K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $5.7K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $5.69K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $5.56K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 3,521 shares; 2025Q2: 3,545 shares; 2025Q3: 3,534 shares; 2025Q4: 2,769 shares; 2026Q1: 2,607 shares; 2026Q2: 126 shares 126 $5.43K <0.01% -2,481 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; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 38 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.41K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $5.25K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 305 shares 305 $4.93K <0.01% +1 Timeline