SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,542,139 shares; 2025Q1: 1,580,169 shares; 2025Q2: 1,639,370 shares; 2025Q3: 1,668,685 shares; 2025Q4: 1,725,899 shares; 2026Q1: 1,722,959 shares 1,722,959 $52.9M 18.11% -2,940 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720,426 shares; 2025Q1: 1,675,726 shares; 2025Q2: 1,705,702 shares; 2025Q3: 1,661,825 shares; 2025Q4: 1,599,626 shares; 2026Q1: 1,632,528 shares 1,632,528 $47.6M 16.3% +32,902 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474,828 shares; 2025Q1: 476,595 shares; 2025Q2: 497,738 shares; 2025Q3: 501,569 shares; 2025Q4: 499,903 shares; 2026Q1: 494,440 shares 494,440 $24.4M 8.37% -5,463 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384,531 shares; 2025Q1: 403,329 shares; 2025Q2: 395,778 shares; 2025Q3: 397,148 shares; 2025Q4: 386,261 shares; 2026Q1: 378,257 shares 378,257 $24.2M 8.31% -8,004 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 648,763 shares; 2025Q1: 706,611 shares; 2025Q2: 706,878 shares; 2025Q3: 719,130 shares; 2025Q4: 720,452 shares; 2026Q1: 740,310 shares 740,310 $20.2M 6.91% +19,858 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 644,021 shares; 2025Q1: 644,021 shares; 2025Q2: 644,021 shares; 2025Q3: 644,021 shares; 2025Q4: 647,552 shares; 2026Q1: 647,552 shares 647,552 $19.7M 6.75% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,630 shares; 2025Q1: 273,176 shares; 2025Q2: 275,092 shares; 2025Q3: 278,782 shares; 2025Q4: 287,720 shares; 2026Q1: 289,513 shares 289,513 $18.7M 6.42% +1,793 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,752 shares; 2025Q1: 238,525 shares; 2025Q2: 252,992 shares; 2025Q3: 256,223 shares; 2025Q4: 261,021 shares; 2026Q1: 259,003 shares 259,003 $17.5M 5.99% -2,018 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,781 shares; 2025Q1: 69,670 shares; 2025Q2: 78,564 shares; 2025Q3: 81,555 shares; 2025Q4: 82,545 shares; 2026Q1: 82,164 shares 82,164 $10.2M 3.5% -381 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares; 2026Q1: 125,000 shares 125,000 $7.16M 2.45% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,066 shares; 2025Q1: 93,789 shares; 2025Q2: 108,704 shares; 2025Q3: 69,010 shares; 2025Q4: 87,978 shares; 2026Q1: 97,349 shares 97,349 $5.8M 1.99% +9,371 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,308 shares; 2025Q1: 14,401 shares; 2025Q2: 14,419 shares; 2025Q3: 14,471 shares; 2025Q4: 14,110 shares; 2026Q1: 14,124 shares 14,124 $3.58M 1.23% +14 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,336 shares; 2025Q1: 87,864 shares; 2025Q2: 89,249 shares; 2025Q3: 88,353 shares; 2025Q4: 87,537 shares; 2026Q1: 86,525 shares 86,525 $2.68M 0.92% -1,012 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,586 shares; 2025Q1: 6,633 shares; 2025Q2: 6,610 shares; 2025Q3: 6,558 shares; 2025Q4: 6,605 shares; 2026Q1: 6,650 shares 6,650 $2.46M 0.84% +45 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,597 shares; 2025Q1: 6,745 shares; 2025Q2: 17,729 shares; 2025Q3: 16,634 shares; 2025Q4: 14,906 shares; 2026Q1: 15,066 shares 15,066 $1.7M 0.58% +160 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 7,271 shares; 2025Q2: 7,535 shares; 2025Q3: 8,198 shares; 2025Q4: 8,161 shares; 2026Q1: 7,884 shares 7,884 $1.66M 0.57% -277 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,312 shares; 2025Q1: 97,960 shares; 2025Q2: 86,984 shares; 2025Q3: 81,449 shares; 2025Q4: 75,468 shares; 2026Q1: 66,458 shares 66,458 $1.64M 0.56% -9,010 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,062 shares; 2025Q1: 72,884 shares; 2025Q2: 82,375 shares; 2025Q3: 83,196 shares; 2025Q4: 72,262 shares; 2026Q1: 55,862 shares 55,862 $1.62M 0.55% -16,400 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,458 shares; 2025Q1: 11,831 shares; 2025Q2: 11,926 shares; 2025Q3: 11,989 shares; 2025Q4: 12,049 shares; 2026Q1: 12,145 shares 12,145 $1.59M 0.54% +96 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,933 shares; 2025Q1: 12,068 shares; 2025Q2: 12,098 shares; 2025Q3: 10,574 shares; 2025Q4: 10,332 shares; 2026Q1: 10,370 shares 10,370 $1.54M 0.53% +38 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,182 shares; 2025Q1: 52,982 shares; 2025Q2: 52,246 shares; 2025Q3: 52,246 shares; 2025Q4: 52,246 shares; 2026Q1: 52,246 shares 52,246 $1.35M 0.46% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,464 shares; 2025Q1: 9,486 shares; 2025Q2: 9,500 shares; 2025Q3: 9,473 shares; 2025Q4: 9,379 shares; 2026Q1: 9,674 shares 9,674 $1.2M 0.41% +295 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,784 shares; 2025Q1: 29,148 shares; 2025Q2: 27,925 shares; 2025Q3: 28,017 shares; 2025Q4: 27,414 shares; 2026Q1: 26,513 shares 26,513 $1.13M 0.39% -901 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,993 shares; 2025Q1: 5,017 shares; 2025Q2: 5,015 shares; 2025Q3: 5,014 shares; 2025Q4: 5,014 shares; 2026Q1: 5,014 shares 5,014 $1.04M 0.36% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,523 shares; 2025Q1: 43,089 shares; 2025Q2: 42,147 shares; 2025Q3: 42,339 shares; 2025Q4: 44,352 shares; 2026Q1: 40,451 shares 40,451 $1.02M 0.35% -3,901 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,984 shares; 2025Q1: 5,009 shares; 2025Q2: 5,525 shares; 2025Q3: 5,734 shares; 2025Q4: 5,959 shares; 2026Q1: 7,092 shares 7,092 $981K 0.34% +1,133 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,380 shares; 2025Q2: 5,450 shares; 2025Q3: 5,309 shares; 2025Q4: 5,219 shares; 2026Q1: 5,229 shares 5,229 $912K 0.31% +10 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,059 shares; 2025Q1: 10,111 shares; 2025Q2: 10,172 shares; 2025Q3: 10,234 shares; 2025Q4: 9,474 shares; 2026Q1: 9,529 shares 9,529 $882K 0.3% +55 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,693 shares; 2025Q1: 18,440 shares; 2025Q2: 18,520 shares; 2025Q3: 18,514 shares; 2025Q4: 18,491 shares; 2026Q1: 16,925 shares 16,925 $825K 0.28% -1,566 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,132 shares; 2025Q1: 3,168 shares; 2025Q2: 3,135 shares; 2025Q3: 2,848 shares; 2025Q4: 2,753 shares; 2026Q1: 2,744 shares 2,744 $807K 0.28% -9 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,993 shares; 2025Q1: 1,988 shares; 2025Q2: 1,964 shares; 2025Q3: 2,021 shares; 2025Q4: 2,022 shares; 2026Q1: 2,004 shares 2,004 $705K 0.24% -18 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,182 shares; 2025Q1: 3,101 shares; 2025Q2: 3,073 shares; 2025Q3: 2,876 shares; 2025Q4: 2,893 shares; 2026Q1: 2,808 shares 2,808 $686K 0.24% -85 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,165 shares; 2025Q1: 26,003 shares; 2025Q2: 25,057 shares; 2025Q3: 23,804 shares; 2025Q4: 22,093 shares; 2026Q1: 20,811 shares 20,811 $605K 0.21% -1,282 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,126 shares; 2025Q1: 2,036 shares; 2025Q2: 1,804 shares; 2025Q3: 1,688 shares; 2025Q4: 1,330 shares; 2026Q1: 1,277 shares 1,277 $558K 0.19% -53 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,073 shares; 2025Q1: 29,003 shares; 2025Q2: 29,156 shares; 2025Q3: 28,209 shares; 2025Q4: 24,591 shares; 2026Q1: 18,285 shares 18,285 $558K 0.19% -6,306 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,865 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,838 shares; 2025Q4: 1,828 shares; 2026Q1: 1,889 shares 1,889 $543K 0.19% +61 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,572 shares; 2025Q1: 5,572 shares; 2025Q2: 5,612 shares; 2025Q3: 5,652 shares; 2025Q4: 5,735 shares; 2026Q1: 5,735 shares 5,735 $436K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,160 shares; 2025Q3: 1,135 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083 $403K 0.14% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,651 shares; 2025Q1: 13,651 shares; 2025Q2: 13,651 shares; 2025Q3: 15,708 shares; 2025Q4: 14,357 shares; 2026Q1: 14,357 shares 14,357 $394K 0.14% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,676 shares; 2025Q1: 1,684 shares; 2025Q2: 1,692 shares; 2025Q3: 2,180 shares; 2025Q4: 1,891 shares; 2026Q1: 1,593 shares 1,593 $376K 0.13% -298 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,985 shares; 2025Q2: 2,004 shares; 2025Q3: 2,021 shares; 2025Q4: 2,038 shares; 2026Q1: 2,052 shares 2,052 $348K 0.12% +14 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 817 shares; 2025Q4: 818 shares; 2026Q1: 562 shares 562 $325K 0.11% -256 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $297K 0.1% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,885 shares; 2025Q1: 4,890 shares; 2025Q2: 4,844 shares; 2025Q3: 4,828 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares 4,492 $243K 0.08% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 579 shares; 2025Q4: 563 shares; 2026Q1: 488 shares 488 $234K 0.08% -75 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 700 shares; 2025Q2: 665 shares; 2025Q3: 654 shares; 2025Q4: 650 shares; 2026Q1: 630 shares 630 $226K 0.08% -20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,412 shares; 2025Q2: 2,441 shares; 2025Q3: 2,468 shares; 2025Q4: 3,375 shares; 2026Q1: 3,412 shares 3,412 $211K 0.07% +37 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 795 shares; 2025Q2: 783 shares; 2025Q3: 725 shares; 2025Q4: 713 shares; 2026Q1: 714 shares 714 $205K 0.07% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 358 shares; 2025Q2: 356 shares; 2025Q3: 247 shares; 2025Q4: 232 shares; 2026Q1: 217 shares 217 $200K 0.07% -15 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,810 shares; 2025Q2: 11,971 shares; 2025Q3: 11,907 shares; 2025Q4: 7,922 shares; 2026Q1: 7,369 shares 7,369 $200K 0.07% -553 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,331 shares; 2025Q2: 1,336 shares; 2025Q3: 1,339 shares; 2025Q4: 1,341 shares; 2026Q1: 1,345 shares 1,345 $198K 0.07% +4 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,635 shares; 2025Q1: 4,445 shares; 2025Q2: 3,481 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: 7,200 shares 7,200 $194K 0.07% -37 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $189K 0.06% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 304 shares; 2026Q1: 305 shares 305 $172K 0.06% +1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,136 shares; 2025Q1: 1,146 shares; 2025Q2: 1,155 shares; 2025Q3: 1,165 shares; 2025Q4: 1,164 shares; 2026Q1: 1,164 shares 1,164 $170K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,159 shares; 2025Q2: 1,167 shares; 2025Q3: 1,092 shares; 2025Q4: 1,099 shares; 2026Q1: 1,107 shares 1,107 $160K 0.05% +8 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 605 shares; 2025Q2: 610 shares; 2025Q3: 614 shares; 2025Q4: 618 shares; 2026Q1: 621 shares 621 $154K 0.05% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 466 shares; 2025Q2: 404 shares; 2025Q3: 374 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $153K 0.05% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,730 shares 1,730 $153K 0.05% -190 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 884 shares; 2025Q2: 885 shares; 2025Q3: 887 shares; 2025Q4: 847 shares; 2026Q1: 804 shares 804 $150K 0.05% -43 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,077 shares; 2025Q1: 2,119 shares; 2025Q2: 2,155 shares; 2025Q3: 2,553 shares; 2025Q4: 2,166 shares; 2026Q1: 2,206 shares 2,206 $146K 0.05% +40 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,356 shares; 2025Q1: 10,328 shares; 2025Q2: 9,352 shares; 2025Q3: 8,535 shares; 2025Q4: 7,870 shares; 2026Q1: 4,839 shares 4,839 $136K 0.05% -3,031 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 478 shares; 2025Q2: 410 shares; 2025Q3: 504 shares; 2025Q4: 509 shares; 2026Q1: 611 shares 611 $127K 0.04% +102 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,553 shares; 2025Q1: 1,563 shares; 2025Q2: 1,574 shares; 2025Q3: 1,584 shares; 2025Q4: 1,592 shares; 2026Q1: 1,601 shares 1,601 $124K 0.04% +9 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,117 shares; 2025Q2: 1,122 shares; 2025Q3: 1,127 shares; 2025Q4: 1,172 shares; 2026Q1: 1,179 shares 1,179 $121K 0.04% +7 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,766 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares 2,491 $119K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 604 shares; 2026Q1: 605 shares 605 $110K 0.04% +1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 436 shares; 2025Q2: 439 shares; 2025Q3: 442 shares; 2025Q4: 443 shares; 2026Q1: 446 shares 446 $108K 0.04% +3 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 790 shares; 2025Q2: 797 shares; 2025Q3: 803 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802 $108K 0.04% 0 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,506 shares; 2025Q1: 3,980 shares; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares 3,980 $107K 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $105K 0.04% 0 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $102K 0.03% 0 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $97.1K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 75 shares; 2025Q4: 105 shares; 2026Q1: 130 shares 130 $92.3K 0.03% +25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 285 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $91.8K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 572 shares; 2025Q2: 424 shares; 2025Q3: 425 shares; 2025Q4: 321 shares; 2026Q1: 342 shares 342 $89.6K 0.03% +21 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $86.9K 0.03% 0 Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 332 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 3,046 shares 3,046 $79.4K 0.03% +3,002 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 36 shares; 2026Q1: 113 shares 113 $73.8K 0.03% +77 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,381 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $73.7K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 211 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 261 shares; 2026Q1: 262 shares 262 $73.2K 0.03% +1 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 562 shares 562 $70.1K 0.02% +312 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 507 shares; 2025Q4: 509 shares; 2026Q1: 511 shares 511 $67.8K 0.02% +2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,319 shares; 2025Q2: 1,330 shares; 2025Q3: 972 shares; 2025Q4: 818 shares; 2026Q1: 825 shares 825 $65.5K 0.02% +7 Timeline Kinross Gold Corp Kinross Gold Corp More: the full row for Kinross Gold Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares 2,085 $63.6K 0.02% 0 CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,569 shares; 2026Q1: 3,569 shares 3,569 $63.5K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $60.7K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 373 shares; 2025Q2: 377 shares; 2025Q3: 381 shares; 2025Q4: 380 shares; 2026Q1: 388 shares 388 $60.3K 0.02% +8 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 331 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $59.9K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,245 shares; 2025Q2: 1,241 shares; 2025Q3: 1,255 shares; 2025Q4: 1,268 shares; 2026Q1: 1,281 shares 1,281 $58.9K 0.02% +13 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,401 shares 2,401 $58.2K 0.02% -99 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 758 shares; 2025Q4: 761 shares; 2026Q1: 765 shares 765 $57.7K 0.02% +4 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,344 shares; 2026Q1: 2,359 shares 2,359 $57.2K 0.02% +15 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $56.8K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,014 shares 2,014 $51K 0.02% +14 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 585 shares 585 $50.7K 0.02% +150 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 391 shares; 2025Q2: 393 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 778 shares 778 $50.5K 0.02% +153 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $49.9K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,251 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $49.8K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 220 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 225 shares; 2026Q1: 226 shares 226 $49.3K 0.02% +1 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,115 shares 2,115 $49.2K 0.02% +15 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $48K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 357 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 361 shares; 2026Q1: 362 shares 362 $47.5K 0.02% +1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 469 shares; 2025Q2: 470 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 472 shares 472 $47.5K 0.02% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,144 shares; 2025Q1: 1,162 shares; 2025Q2: 1,182 shares; 2025Q3: 1,202 shares; 2025Q4: 1,222 shares; 2026Q1: 1,240 shares 1,240 $46.9K 0.02% +18 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 216 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $46.1K 0.02% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 311 shares; 2025Q4: 312 shares; 2026Q1: 314 shares 314 $45.6K 0.02% +2 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares 1,678 $45.1K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,797 shares; 2025Q2: 1,596 shares; 2025Q3: 1,511 shares; 2025Q4: 1,535 shares; 2026Q1: 1,575 shares 1,575 $44.2K 0.02% +40 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845 $44K 0.02% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 2,141 shares; 2025Q2: 2,245 shares; 2025Q3: 9,703 shares; 2025Q4: 118 shares; 2026Q1: 902 shares 902 $43.7K 0.01% +784 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $43.6K 0.01% 0 Timeline ELDORADO GOLD CORP NEW ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252 $43K 0.01% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,004 shares; 2025Q2: 1,008 shares; 2025Q3: 1,012 shares; 2025Q4: 1,015 shares; 2026Q1: 1,019 shares 1,019 $41.8K 0.01% +4 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $40.5K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $39.5K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 280 shares; 2025Q2: 282 shares; 2025Q3: 285 shares; 2025Q4: 286 shares; 2026Q1: 288 shares 288 $37.9K 0.01% +2 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 501 shares 501 $37.7K 0.01% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $34.8K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $31.2K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $30.9K 0.01% 0 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,516 shares; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares 1,177 $29.7K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $29.7K 0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 147 shares 147 $29.1K 0.01% +1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 88 shares 88 $29.1K 0.01% -12 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 429 shares; 2025Q2: 432 shares; 2025Q3: 435 shares; 2025Q4: 400 shares; 2026Q1: 403 shares 403 $28.8K 0.01% +3 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $28.6K 0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $28.1K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 148 shares; 2025Q2: 150 shares; 2025Q3: 151 shares; 2025Q4: 152 shares; 2026Q1: 153 shares 153 $28K 0.01% +1 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 163 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 168 shares 168 $27.9K 0.01% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $27.8K 0.01% 0 Timeline Silvercorp Metals Inc Silvercorp Metals Inc More: the full row for Silvercorp Metals Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares 2,448 $26.3K 0.01% 0 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $26K 0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,460 shares; 2026Q1: 10,460 shares 10,460 $25.6K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 2,449 shares; 2025Q2: 2,470 shares; 2025Q3: 1,713 shares; 2025Q4: 1,733 shares; 2026Q1: 1,478 shares 1,478 $25.5K 0.01% -255 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $24.1K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 115 shares 115 $24.1K 0.01% +1 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 449 shares; 2025Q2: 455 shares; 2025Q3: 427 shares; 2025Q4: 432 shares; 2026Q1: 436 shares 436 $23.6K 0.01% +4 Timeline CBOO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 944 shares 944 $23K 0.01% +500 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $22.7K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $22.4K 0.01% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 242 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $21.3K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $21K 0.01% new Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,821 shares 2,821 $20.9K 0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares 2,222 $20.7K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $20.1K 0.01% 0 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $19.8K 0.01% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 237 shares; 2025Q2: 222 shares; 2025Q3: 177 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $19.8K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 135 shares; 2025Q3: 136 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $19.2K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 112 shares 112 $18.9K 0.01% +1 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 393 shares; 2025Q2: 397 shares; 2025Q3: 401 shares; 2025Q4: 405 shares; 2026Q1: 409 shares 409 $17K 0.01% +4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $15.8K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $15.8K 0.01% new Timeline NESTLE SA NESTLE SA More: the full row for NESTLE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $15.7K 0.01% 0 XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $15.7K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 700 shares; 2025Q3: 1,100 shares; 2025Q4: 1,058 shares; 2026Q1: 1,358 shares 1,358 $14.7K 0.01% +300 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151 shares 151 $14.2K <0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares 106 $13.3K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 135 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 139 shares 139 $12.5K <0.01% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 69 shares; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $12K <0.01% 0 Timeline MTPLF MTPLF More: the full row for MTPLF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,381 shares; 2025Q3: 6,381 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares 6,381 $11.8K <0.01% 0 VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $11.8K <0.01% 0 Timeline XXI TWENTY ONE CAP INC More: the full row for TWENTY ONE CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $11.4K <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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 550 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $11.4K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $11.1K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $11.1K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11K <0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 111 shares; 2026Q1: 112 shares 112 $10.9K <0.01% +1 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270 $9.95K <0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.91K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,924 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879 $9.76K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 92 shares; 2025Q2: 94 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 98 shares 98 $9.73K <0.01% +1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103 $9.67K <0.01% new Timeline Fuji Photo Film Ltd Fuji Photo Film Ltd More: the full row for Fuji Photo Film Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948 $9.03K <0.01% 0 FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 694 shares; 2025Q2: 698 shares; 2025Q3: 703 shares; 2025Q4: 296 shares; 2026Q1: 298 shares 298 $8.72K <0.01% +2 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 260 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 72 shares 72 $8.67K <0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $8.66K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 365 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 8 shares; 2026Q1: 43 shares 43 $8.58K <0.01% +35 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $7.34K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.94K <0.01% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $6.76K <0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $6.51K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $6.14K <0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 153 shares; 2025Q3: 155 shares; 2025Q4: 156 shares; 2026Q1: 158 shares 158 $5.91K <0.01% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $5.54K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $5.06K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $5K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 9 shares 9 $4.96K <0.01% -40 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $4.8K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares 101 $4.74K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 40 shares; 2026Q1: 41 shares 41 $4.51K <0.01% +1 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $4.45K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $4.27K <0.01% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $4.01K <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $3.99K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.96K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $3.94K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $3.76K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $3.49K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $3.36K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $3.23K <0.01% 0 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 175 shares 175 $3.21K <0.01% +100 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $3.18K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.98K <0.01% 0 GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $2.96K <0.01% 0 Timeline The Smarter Web Company The Smarter Web Company More: the full row for The Smarter Web Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,936 shares; 2025Q3: 7,936 shares; 2025Q4: 7,936 shares; 2026Q1: 7,936 shares 7,936 $2.94K <0.01% 0 IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.78K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $2.78K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 106 shares 106 $2.77K <0.01% -50 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 362 shares; 2025Q2: 365 shares; 2025Q3: 28 shares; 2025Q4: 27 shares; 2026Q1: 28 shares 28 $2.6K <0.01% +1 Timeline GLOBALSTAR INC GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.59K <0.01% 0 SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.58K <0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.56K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 420 shares; 2025Q2: 426 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.4K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $2.34K <0.01% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 386 shares 386 $2.31K <0.01% +3 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.27K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $2.21K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2.11K <0.01% 0 Timeline CHEOY COCHLEAR ORD PLC A$ 0.10 PAR U More: the full row for COCHLEAR ORD PLC A$ 0.10 PAR U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 35 shares 35 $2.06K <0.01% -35 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.02K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.87K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $1.72K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $1.66K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.65K <0.01% 0 Timeline Belgravia Hartford Capital … Belgravia Hartford Capital Inc More: the full row for Belgravia Hartford Capital Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,766 shares; 2025Q4: 89,766 shares; 2026Q1: 89,766 shares 89,766 $1.58K <0.01% 0 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 88 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.54K <0.01% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.32K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.32K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.19K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 15 shares 15 $1.1K <0.01% -41 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,387 shares; 2025Q1: 89 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 93 shares 93 $1.08K <0.01% +1 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $918 <0.01% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $890 <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $856 <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $752 <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $591 <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $532 <0.01% 0 Timeline CHAI CORE AI HOLDINGS INC More: the full row for CORE AI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 510 shares 510 $515 <0.01% new Timeline PEW GRABAGUN DIGITAL HLDGS INC More: the full row for GRABAGUN DIGITAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $451 <0.01% 0 Timeline Aib Group Plc Ordf Aib Group Plc Ordf More: the full row for Aib Group Plc Ordf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $416 <0.01% 0 WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $251 <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $186 <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $101 <0.01% 0 Amount filed as zero, left out of ratios. Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $66 <0.01% 0 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0 $18 <0.01% new Amount filed as zero, left out of ratios. Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0 $18 <0.01% new Amount filed as zero, left out of ratios. Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $10 <0.01% 0 Timeline Lehman Brothers Holdings Ca… Lehman Brothers Holdings Capital … More: the full row for Lehman Brothers Holdings Capital Trust III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $0 0% 0 Value filed as zero, left out of ratios. York Bancshares Inc York Bancshares Inc More: the full row for York Bancshares Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $0 0% 0 Value filed as zero, left out of ratios. A W G Ltd New A W G Ltd New More: the full row for A W G Ltd New Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios.