Google Google More: the full row for Google Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,101 shares; 2025Q1: 32,474 shares; 2025Q2: 33,407 shares; 2025Q3: 33,112 shares; 2025Q4: 32,646 shares; 2026Q1: 31,369 shares; 2026Q2: 29,514 shares 29,514 $10.5M 5.7% -1,855 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: 31,903 shares; 2025Q1: 30,347 shares; 2025Q2: 31,014 shares; 2025Q3: 33,066 shares; 2025Q4: 31,431 shares; 2026Q1: 29,488 shares; 2026Q2: 28,225 shares 28,225 $8.17M 4.41% -1,263 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: 21,287 shares; 2025Q1: 21,241 shares; 2025Q2: 20,929 shares; 2025Q3: 20,496 shares; 2025Q4: 20,292 shares; 2026Q1: 20,187 shares; 2026Q2: 18,971 shares 18,971 $7.08M 3.82% -1,216 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: 28,225 shares; 2025Q1: 30,868 shares; 2025Q2: 34,670 shares; 2025Q3: 34,268 shares; 2025Q4: 34,144 shares; 2026Q1: 35,563 shares; 2026Q2: 33,097 shares 33,097 $6.62M 3.58% -2,466 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: 27,518 shares; 2025Q1: 26,125 shares; 2025Q2: 25,760 shares; 2025Q3: 25,680 shares; 2025Q4: 25,211 shares; 2026Q1: 24,378 shares; 2026Q2: 22,805 shares 22,805 $5.44M 2.94% -1,573 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: 11,597 shares; 2025Q1: 11,667 shares; 2025Q2: 13,736 shares; 2025Q3: 12,508 shares; 2025Q4: 11,824 shares; 2026Q1: 11,305 shares; 2026Q2: 8,858 shares 8,858 $5.15M 2.78% -2,447 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: 18,725 shares; 2025Q1: 19,021 shares; 2025Q2: 19,021 shares; 2025Q3: 18,961 shares; 2025Q4: 18,929 shares; 2026Q1: 18,524 shares; 2026Q2: 18,171 shares 18,171 $4.61M 2.49% -353 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,640 shares; 2025Q1: not reported; 2025Q2: 23,155 shares; 2025Q3: 22,160 shares; 2025Q4: 21,165 shares; 2026Q1: 20,034 shares; 2026Q2: 18,019 shares 18,019 $4.6M 2.49% -2,015 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: 8,883 shares; 2025Q1: 8,062 shares; 2025Q2: 9,481 shares; 2025Q3: 9,168 shares; 2025Q4: 9,100 shares; 2026Q1: 6,566 shares; 2026Q2: 5,748 shares 5,748 $4.16M 2.25% -818 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: 4,135 shares; 2025Q1: 3,852 shares; 2025Q2: 3,939 shares; 2025Q3: 3,832 shares; 2025Q4: 3,898 shares; 2026Q1: 3,735 shares; 2026Q2: 3,440 shares 3,440 $3.66M 1.98% -295 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: 11,731 shares; 2025Q1: 11,064 shares; 2025Q2: 10,579 shares; 2025Q3: 10,337 shares; 2025Q4: 10,284 shares; 2026Q1: 9,615 shares; 2026Q2: 8,888 shares 8,888 $2.91M 1.57% -727 Timeline RTX CORP RTX CORP More: the full row for RTX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,226 shares; 2025Q1: 17,023 shares; 2025Q2: 16,105 shares; 2025Q3: 15,363 shares; 2025Q4: 15,239 shares; 2026Q1: 14,317 shares; 2026Q2: 13,340 shares 13,340 $2.53M 1.37% -977 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: 8,808 shares; 2025Q1: 8,637 shares; 2025Q2: 8,090 shares; 2025Q3: 8,014 shares; 2025Q4: 8,029 shares; 2026Q1: 7,811 shares; 2026Q2: 7,331 shares 7,331 $2.52M 1.36% -480 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,410 shares; 2025Q1: 14,741 shares; 2025Q2: 14,152 shares; 2025Q3: 14,465 shares; 2025Q4: 17,077 shares; 2026Q1: 15,995 shares; 2026Q2: 15,046 shares 15,046 $2.48M 1.34% -949 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: 21,597 shares; 2025Q1: 21,527 shares; 2025Q2: 21,847 shares; 2025Q3: 22,564 shares; 2025Q4: 22,599 shares; 2026Q1: 21,795 shares; 2026Q2: 20,330 shares 20,330 $2.39M 1.29% -1,465 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 3,278 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $2.27M 1.22% 0 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: 5,054 shares; 2025Q1: 4,743 shares; 2025Q2: 4,808 shares; 2025Q3: 4,844 shares; 2025Q4: 4,662 shares; 2026Q1: 4,183 shares; 2026Q2: 3,864 shares 3,864 $2.18M 1.18% -319 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: 2,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 1,732 shares; 2026Q1: 1,820 shares; 2026Q2: 1,872 shares 1,872 $2.16M 1.17% +52 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: 8,252 shares; 2025Q1: 8,104 shares; 2025Q2: 7,735 shares; 2025Q3: 7,663 shares; 2025Q4: 7,603 shares; 2026Q1: 7,353 shares; 2026Q2: 6,981 shares 6,981 $1.96M 1.06% -372 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: 680 shares; 2025Q1: 817 shares; 2025Q2: 814 shares; 2025Q3: 799 shares; 2025Q4: 782 shares; 2026Q1: 1,013 shares; 2026Q2: 953 shares 953 $1.9M 1.02% -60 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,857 shares; 2025Q1: 8,083 shares; 2025Q2: 6,887 shares; 2025Q3: 6,402 shares; 2025Q4: 6,156 shares; 2026Q1: 5,442 shares; 2026Q2: 4,887 shares 4,887 $1.83M 0.99% -555 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: 5,009 shares; 2025Q1: 4,760 shares; 2025Q2: 4,465 shares; 2025Q3: 4,375 shares; 2025Q4: 4,269 shares; 2026Q1: 3,880 shares; 2026Q2: 3,579 shares 3,579 $1.71M 0.92% -301 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: 4,186 shares; 2025Q1: 4,138 shares; 2025Q2: 3,937 shares; 2025Q3: 3,914 shares; 2025Q4: 3,857 shares; 2026Q1: 3,481 shares; 2026Q2: 3,205 shares 3,205 $1.6M 0.87% -276 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: 13,975 shares; 2025Q1: 13,392 shares; 2025Q2: 11,877 shares; 2025Q3: 11,781 shares; 2025Q4: 11,636 shares; 2026Q1: 10,835 shares; 2026Q2: 10,179 shares 10,179 $1.49M 0.8% -656 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; 2024Q3: restricted; 2024Q4: 1,951 shares; 2025Q1: 1,804 shares; 2025Q2: 1,835 shares; 2025Q3: 1,774 shares; 2025Q4: 1,752 shares; 2026Q1: 1,630 shares; 2026Q2: 1,531 shares 1,531 $1.47M 0.8% -99 ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM 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: 184,930 shares; 2026Q2: 158,970 shares 158,970 $1.46M 0.79% -25,960 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 450 shares; 2025Q4: 95,250 shares; 2026Q1: 153,930 shares; 2026Q2: 132,750 shares 132,750 $1.46M 0.79% -21,180 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: not reported; 2025Q1: 2,564 shares; 2025Q2: 2,449 shares; 2025Q3: not reported; 2025Q4: 2,487 shares; 2026Q1: 2,409 shares; 2026Q2: 2,292 shares 2,292 $1.45M 0.79% -117 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE 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: 95,000 shares; 2026Q1: 155,600 shares; 2026Q2: 133,860 shares 133,860 $1.43M 0.77% -21,740 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME 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: 282,560 shares; 2026Q2: 243,580 shares 243,580 $1.41M 0.76% -38,980 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: 16,120 shares; 2025Q1: 15,446 shares; 2025Q2: 14,341 shares; 2025Q3: 14,133 shares; 2025Q4: 14,008 shares; 2026Q1: 13,550 shares; 2026Q2: 12,346 shares 12,346 $1.4M 0.76% -1,204 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: 17,679 shares; 2025Q1: 16,825 shares; 2025Q2: 17,197 shares; 2025Q3: 16,941 shares; 2025Q4: 16,935 shares; 2026Q1: 15,815 shares; 2026Q2: 14,417 shares 14,417 $1.39M 0.75% -1,398 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 296,780 shares; 2026Q1: 534,640 shares; 2026Q2: 460,490 shares 460,490 $1.38M 0.75% -74,150 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,399 shares; 2026Q1: 9,230 shares; 2026Q2: 8,413 shares 8,413 $1.33M 0.72% -817 Timeline IXUS 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: 13,810 shares; 2025Q3: not reported; 2025Q4: 14,611 shares; 2026Q1: 14,594 shares; 2026Q2: 13,677 shares 13,677 $1.31M 0.71% -917 Timeline WARNER BROS DISCOVERY INCLA… WARNER BROS DISCOVERY INCLASS SER… More: the full row for WARNER BROS DISCOVERY INCLASS SERIES A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74,954 shares; 2025Q2: not reported; 2025Q3: 54,110 shares; 2025Q4: 53,610 shares; 2026Q1: 53,610 shares; 2026Q2: 47,610 shares 47,610 $1.27M 0.69% -6,000 HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: 4,454 shares; 2025Q3: 4,498 shares; 2025Q4: 4,909 shares; 2026Q1: 4,646 shares; 2026Q2: 4,401 shares 4,401 $1.23M 0.67% -245 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,502 shares; 2025Q2: not reported; 2025Q3: 9,302 shares; 2025Q4: 9,292 shares; 2026Q1: 9,157 shares; 2026Q2: 8,750 shares 8,750 $1.2M 0.65% -407 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,770 shares; 2025Q1: 14,565 shares; 2025Q2: 14,625 shares; 2025Q3: 14,525 shares; 2025Q4: 14,720 shares; 2026Q1: 14,230 shares; 2026Q2: 12,865 shares 12,865 $1.17M 0.63% -1,365 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,568 shares; 2025Q1: 14,442 shares; 2025Q2: 14,712 shares; 2025Q3: 14,693 shares; 2025Q4: 14,545 shares; 2026Q1: 14,272 shares; 2026Q2: 12,917 shares 12,917 $1.15M 0.62% -1,355 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: not reported; 2025Q1: 1,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,211 shares; 2026Q2: 970 shares 970 $1.14M 0.62% -241 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares; 2025Q4: 5,248 shares; 2026Q1: 7,889 shares; 2026Q2: 7,653 shares 7,653 $1.12M 0.61% -236 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: 19,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,028 shares; 2026Q1: 18,909 shares; 2026Q2: 17,729 shares 17,729 $1.11M 0.6% -1,180 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,398 shares; 2025Q1: 18,928 shares; 2025Q2: 17,968 shares; 2025Q3: 17,798 shares; 2025Q4: 17,893 shares; 2026Q1: 16,312 shares; 2026Q2: 14,629 shares 14,629 $1.09M 0.59% -1,683 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,854 shares; 2025Q1: 6,902 shares; 2025Q2: 6,887 shares; 2025Q3: 6,857 shares; 2025Q4: 6,928 shares; 2026Q1: 5,495 shares; 2026Q2: 5,078 shares 5,078 $1.08M 0.58% -417 Timeline KKR & CO LP KKR & CO LP More: the full row for KKR & CO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,354 shares; 2025Q1: 19,303 shares; 2025Q2: 19,192 shares; 2025Q3: 18,514 shares; 2025Q4: 17,799 shares; 2026Q1: 11,422 shares; 2026Q2: 11,387 shares 11,387 $1.05M 0.56% -35 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: 4,434 shares; 2025Q1: not reported; 2025Q2: 3,856 shares; 2025Q3: 3,760 shares; 2025Q4: 3,765 shares; 2026Q1: 3,270 shares; 2026Q2: 3,075 shares 3,075 $1.04M 0.56% -195 Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,223 shares; 2025Q1: 11,584 shares; 2025Q2: 11,912 shares; 2025Q3: 11,692 shares; 2025Q4: 11,417 shares; 2026Q1: 10,577 shares; 2026Q2: 9,605 shares 9,605 $1.03M 0.56% -972 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: not reported; 2025Q1: 6,405 shares; 2025Q2: 6,565 shares; 2025Q3: 6,632 shares; 2025Q4: 6,669 shares; 2026Q1: 6,410 shares; 2026Q2: 5,455 shares 5,455 $1.01M 0.54% -955 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: not reported; 2025Q1: 10,627 shares; 2025Q2: 11,319 shares; 2025Q3: 11,109 shares; 2025Q4: 10,488 shares; 2026Q1: 10,323 shares; 2026Q2: 9,599 shares 9,599 $998K 0.54% -724 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: not reported; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,260 shares; 2026Q1: 5,135 shares; 2026Q2: 5,115 shares 5,115 $975K 0.53% -20 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: 13,241 shares; 2025Q1: 13,586 shares; 2025Q2: 12,676 shares; 2025Q3: 12,691 shares; 2025Q4: 12,766 shares; 2026Q1: 10,216 shares; 2026Q2: 9,350 shares 9,350 $967K 0.52% -866 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: 75 shares; 2025Q1: not reported; 2025Q2: 3,314 shares; 2025Q3: 3,880 shares; 2025Q4: 4,731 shares; 2026Q1: 3,936 shares; 2026Q2: 2,581 shares 2,581 $951K 0.51% -1,355 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: 6,909 shares; 2025Q1: 7,401 shares; 2025Q2: 7,171 shares; 2025Q3: not reported; 2025Q4: 7,206 shares; 2026Q1: 6,903 shares; 2026Q2: 6,333 shares 6,333 $929K 0.5% -570 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,846 shares; 2025Q1: 63,467 shares; 2025Q2: 63,806 shares; 2025Q3: not reported; 2025Q4: 54,004 shares; 2026Q1: 52,056 shares; 2026Q2: 47,718 shares 47,718 $912K 0.49% -4,338 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: 4,790 shares; 2025Q1: 4,631 shares; 2025Q2: 4,629 shares; 2025Q3: 4,607 shares; 2025Q4: 4,545 shares; 2026Q1: 2,954 shares; 2026Q2: 2,497 shares 2,497 $881K 0.48% -457 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: 16,196 shares; 2025Q1: 16,228 shares; 2025Q2: 16,942 shares; 2025Q3: 17,151 shares; 2025Q4: 17,381 shares; 2026Q1: 16,645 shares; 2026Q2: 13,675 shares 13,675 $875K 0.47% -2,970 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: 100 shares; 2025Q1: 1,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,871 shares; 2026Q1: 11,799 shares; 2026Q2: 11,557 shares 11,557 $865K 0.47% -242 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,383 shares; 2025Q1: 9,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,138 shares; 2026Q1: 9,852 shares; 2026Q2: 7,646 shares 7,646 $851K 0.46% -2,206 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,745 shares; 2025Q1: 5,122 shares; 2025Q2: 5,241 shares; 2025Q3: 5,191 shares; 2025Q4: 10,276 shares; 2026Q1: 10,257 shares; 2026Q2: 13,527 shares 13,527 $847K 0.46% +3,270 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: not reported; 2025Q1: 3,745 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,379 shares; 2026Q1: 4,324 shares; 2026Q2: 3,908 shares 3,908 $846K 0.46% -416 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: 13,132 shares; 2025Q1: 12,867 shares; 2025Q2: 12,768 shares; 2025Q3: 12,658 shares; 2025Q4: 12,620 shares; 2026Q1: 11,681 shares; 2026Q2: 9,203 shares 9,203 $835K 0.45% -2,478 Timeline SanDisk Corporation SanDisk Corporation More: the full row for SanDisk Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 3,335 shares; 2025Q3: 2,088 shares; 2025Q4: 657 shares; 2026Q1: 400 shares; 2026Q2: 364 shares 364 $828K 0.45% -36 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,804 shares; 2025Q1: 1,779 shares; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,699 shares; 2026Q1: 1,565 shares; 2026Q2: 1,560 shares 1,560 $801K 0.43% -5 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: 5,973 shares; 2025Q4: 12,953 shares; 2026Q1: 12,926 shares; 2026Q2: 13,058 shares 13,058 $757K 0.41% +132 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,000 shares; 2025Q3: 110,850 shares; 2025Q4: 110,000 shares; 2026Q1: 110,000 shares; 2026Q2: 110,000 shares 110,000 $754K 0.41% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,365 shares; 2025Q4: 45,725 shares; 2026Q1: 50,865 shares; 2026Q2: 49,990 shares 49,990 $730K 0.39% -875 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: 39,011 shares; 2025Q1: 38,904 shares; 2025Q2: not reported; 2025Q3: 37,864 shares; 2025Q4: 38,059 shares; 2026Q1: 37,924 shares; 2026Q2: 34,958 shares 34,958 $724K 0.39% -2,966 Timeline BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,755 shares; 2025Q1: 8,755 shares; 2025Q2: 8,235 shares; 2025Q3: 8,074 shares; 2025Q4: 7,868 shares; 2026Q1: 6,695 shares; 2026Q2: 5,969 shares 5,969 $702K 0.38% -726 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: 28,862 shares; 2025Q1: 29,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,550 shares; 2026Q1: 29,711 shares; 2026Q2: 26,848 shares 26,848 $646K 0.35% -2,863 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,701 shares; 2026Q1: 12,701 shares; 2026Q2: 12,701 shares 12,701 $639K 0.35% 0 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: 434 shares; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 440 shares; 2026Q2: 517 shares 517 $620K 0.34% +77 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,020 shares; 2026Q1: 7,105 shares; 2026Q2: 6,185 shares 6,185 $573K 0.31% -920 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: 58 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares; 2026Q2: 3,635 shares 3,635 $509K 0.27% +2,400 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: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 308 shares; 2025Q4: 327 shares; 2026Q1: 3,399 shares; 2026Q2: 3,051 shares 3,051 $506K 0.27% -348 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 4,779 shares; 2026Q2: 4,136 shares 4,136 $476K 0.26% -643 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: not reported; 2025Q1: 703 shares; 2025Q2: 783 shares; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,130 shares; 2026Q2: 1,140 shares 1,140 $474K 0.26% +10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,857 shares; 2026Q1: 1,850 shares; 2026Q2: 1,836 shares 1,836 $462K 0.25% -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: 7,359 shares; 2025Q1: 4,554 shares; 2025Q2: 2,894 shares; 2025Q3: 3,068 shares; 2025Q4: 2,638 shares; 2026Q1: 2,229 shares; 2026Q2: 3,296 shares 3,296 $460K 0.25% +1,067 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares; 2026Q2: 2,296 shares 2,296 $446K 0.24% +756 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: 15,028 shares; 2025Q1: 14,392 shares; 2025Q2: not reported; 2025Q3: 14,725 shares; 2025Q4: 13,165 shares; 2026Q1: 11,560 shares; 2026Q2: 10,215 shares 10,215 $441K 0.24% -1,345 Timeline FXI 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: 19,430 shares; 2025Q3: not reported; 2025Q4: 17,847 shares; 2026Q1: 16,515 shares; 2026Q2: 13,467 shares 13,467 $425K 0.23% -3,048 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 36 shares; 2025Q4: not reported; 2026Q1: 4,530 shares; 2026Q2: 5,215 shares 5,215 $414K 0.22% +685 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 2,807 shares; 2025Q4: 2,697 shares; 2026Q1: 2,211 shares; 2026Q2: 1,946 shares 1,946 $399K 0.22% -265 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: not reported; 2025Q1: 3,093 shares; 2025Q2: 2,998 shares; 2025Q3: 3,152 shares; 2025Q4: 3,122 shares; 2026Q1: 3,037 shares; 2026Q2: 3,027 shares 3,027 $389K 0.21% -10 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: not reported; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,200 shares; 2026Q1: 1,170 shares; 2026Q2: 1,275 shares 1,275 $383K 0.21% +105 Timeline JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F More: the full row for JOHNSON CONTROLS INT F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,928 shares; 2026Q2: 2,574 shares 2,574 $376K 0.2% -354 WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 572 shares; 2025Q4: 574 shares; 2026Q1: 5,305 shares; 2026Q2: 4,453 shares 4,453 $368K 0.2% -852 Timeline PINTEREST INC CLASS A PINTEREST INC CLASS A More: the full row for PINTEREST INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 5,085 shares; 2025Q2: 5,645 shares; 2025Q3: 5,565 shares; 2025Q4: 4,425 shares; 2026Q1: 10,565 shares; 2026Q2: 16,880 shares 16,880 $355K 0.19% +6,315 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: 1,201 shares; 2025Q1: 1,133 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 988 shares; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $354K 0.19% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 971 shares; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: not reported; 2026Q1: 1,728 shares; 2026Q2: 1,479 shares 1,479 $351K 0.19% -249 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 4,240 shares; 2026Q1: 3,813 shares; 2026Q2: 4,213 shares 4,213 $337K 0.18% +400 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 764 shares; 2025Q4: 2,098 shares; 2026Q1: 2,790 shares; 2026Q2: 3,796 shares 3,796 $335K 0.18% +1,006 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,095 shares; 2025Q3: 7,775 shares; 2025Q4: 6,406 shares; 2026Q1: 5,814 shares; 2026Q2: 5,560 shares 5,560 $334K 0.18% -254 NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS 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: 47,000 shares; 2025Q4: 129,600 shares; 2026Q1: 129,600 shares; 2026Q2: 145,600 shares 145,600 $331K 0.18% +16,000 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 3,796 shares 3,796 $329K 0.18% new 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: not reported; 2025Q1: 6,946 shares; 2025Q2: not reported; 2025Q3: 6,696 shares; 2025Q4: 6,561 shares; 2026Q1: 5,757 shares; 2026Q2: 5,757 shares 5,757 $328K 0.18% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,175 shares; 2025Q2: 3,975 shares; 2025Q3: not reported; 2025Q4: 3,775 shares; 2026Q1: 3,331 shares; 2026Q2: 3,331 shares 3,331 $319K 0.17% 0 Timeline IBB 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: 553 shares; 2025Q2: 543 shares; 2025Q3: 539 shares; 2025Q4: 1,813 shares; 2026Q1: 1,706 shares; 2026Q2: 1,674 shares 1,674 $318K 0.17% -32 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 860 shares; 2026Q2: 779 shares 779 $317K 0.17% -81 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: 3,230 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: not reported; 2025Q4: 2,560 shares; 2026Q1: 2,505 shares; 2026Q2: 2,485 shares 2,485 $314K 0.17% -20 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,265 shares; 2025Q1: 2,915 shares; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,055 shares; 2026Q1: 3,893 shares; 2026Q2: 3,868 shares 3,868 $314K 0.17% -25 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,700 shares; 2025Q1: 22,779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,400 shares; 2026Q1: 65,900 shares; 2026Q2: 73,280 shares 73,280 $312K 0.17% +7,380 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 649 shares; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 572 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $311K 0.17% 0 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: 6,764 shares; 2025Q1: 6,869 shares; 2025Q2: 6,838 shares; 2025Q3: not reported; 2025Q4: 8,073 shares; 2026Q1: 7,709 shares; 2026Q2: 7,349 shares 7,349 $311K 0.17% -360 Timeline GOOGLE INC GOOGLE INC More: the full row for GOOGLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 1,005 shares; 2025Q4: 766 shares; 2026Q1: 844 shares; 2026Q2: 877 shares 877 $310K 0.17% +33 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: 828 shares; 2025Q1: 808 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 554 shares; 2026Q2: 1,374 shares 1,374 $308K 0.17% +820 Timeline NATIONAL CINEMEDIA INC NATIONAL CINEMEDIA INC More: the full row for NATIONAL CINEMEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,830 shares; 2025Q1: 7,759 shares; 2025Q2: 17,030 shares; 2025Q3: 21,230 shares; 2025Q4: 53,060 shares; 2026Q1: 63,950 shares; 2026Q2: 80,202 shares 80,202 $305K 0.16% +16,252 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: 1,559 shares; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 1,059 shares; 2026Q2: 1,121 shares 1,121 $303K 0.16% +62 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: 1,362 shares; 2025Q1: 1,538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,763 shares; 2026Q2: 1,909 shares 1,909 $303K 0.16% +146 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: not reported; 2025Q4: 14,370 shares; 2026Q1: 15,090 shares; 2026Q2: 9,040 shares 9,040 $293K 0.16% -6,050 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: 415 shares; 2025Q1: 392 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,130 shares; 2026Q1: 4,238 shares; 2026Q2: 4,068 shares 4,068 $290K 0.16% -170 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: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,510 shares; 2025Q4: 4,455 shares; 2026Q1: 4,004 shares; 2026Q2: 3,984 shares 3,984 $287K 0.15% -20 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,547 shares; 2025Q1: 3,581 shares; 2025Q2: 3,222 shares; 2025Q3: 3,789 shares; 2025Q4: 3,422 shares; 2026Q1: 3,170 shares; 2026Q2: 2,930 shares 2,930 $281K 0.15% -240 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: 940 shares; 2025Q1: 1,010 shares; 2025Q2: 1,170 shares; 2025Q3: 1,180 shares; 2025Q4: 2,450 shares; 2026Q1: 2,374 shares; 2026Q2: 2,364 shares 2,364 $277K 0.15% -10 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: not reported; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: 4,905 shares; 2025Q4: 5,113 shares; 2026Q1: 5,139 shares; 2026Q2: 5,139 shares 5,139 $276K 0.15% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,294 shares; 2025Q1: 1,432 shares; 2025Q2: 1,450 shares; 2025Q3: 1,438 shares; 2025Q4: 1,460 shares; 2026Q1: 1,427 shares; 2026Q2: 1,434 shares 1,434 $266K 0.14% +7 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 4,670 shares; 2025Q2: not reported; 2025Q3: 9,210 shares; 2025Q4: 27,400 shares; 2026Q1: 24,040 shares; 2026Q2: 21,150 shares 21,150 $265K 0.14% -2,890 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: 2,161 shares; 2025Q1: 2,310 shares; 2025Q2: 2,503 shares; 2025Q3: 2,463 shares; 2025Q4: 2,522 shares; 2026Q1: 2,476 shares; 2026Q2: 2,474 shares 2,474 $265K 0.14% -2 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: 249 shares; 2025Q1: 488 shares; 2025Q2: 293 shares; 2025Q3: 296 shares; 2025Q4: 262 shares; 2026Q1: 252 shares; 2026Q2: 260 shares 260 $263K 0.14% +8 Timeline CORECIVIC INC CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,344 shares; 2025Q2: 75 shares; 2025Q3: 4,765 shares; 2025Q4: 16,029 shares; 2026Q1: 14,975 shares; 2026Q2: 8,425 shares 8,425 $256K 0.14% -6,550 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,445 shares; 2025Q2: 5,495 shares; 2025Q3: 4,470 shares; 2025Q4: 4,470 shares; 2026Q1: 4,445 shares; 2026Q2: 4,220 shares 4,220 $255K 0.14% -225 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 413 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $251K 0.14% 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; 2024Q3: restricted; 2024Q4: 4,980 shares; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 4,455 shares; 2025Q4: 4,330 shares; 2026Q1: 4,210 shares; 2026Q2: 4,210 shares 4,210 $251K 0.14% 0 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 9,312 shares; 2025Q4: 17,280 shares; 2026Q1: 29,310 shares; 2026Q2: 14,280 shares 14,280 $251K 0.14% -15,030 Timeline MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 160 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 833 shares 833 $248K 0.13% +103 LAM RESEARCH CORP 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: 1,110 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 845 shares; 2025Q4: 730 shares; 2026Q1: 597 shares; 2026Q2: 572 shares 572 $248K 0.13% -25 CENTURI HLDGS INC EQUITYCLA… CENTURI HLDGS INC EQUITYCLASS EQU… More: the full row for CENTURI HLDGS INC EQUITYCLASS EQUITY 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: 2,544 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares; 2026Q2: 8,110 shares 8,110 $245K 0.13% +1,150 AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 242 shares; 2025Q2: 277 shares; 2025Q3: 385 shares; 2025Q4: 982 shares; 2026Q1: 1,083 shares; 2026Q2: 1,203 shares 1,203 $240K 0.13% +120 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 733 shares; 2026Q1: 708 shares; 2026Q2: 694 shares 694 $239K 0.13% -14 Timeline LIBERTY LIBERTY More: the full row for LIBERTY 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: 3,282 shares; 2026Q1: not reported; 2026Q2: 4,558 shares 4,558 $237K 0.13% new 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: not reported; 2025Q2: 372 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 310 shares; 2026Q2: 311 shares 311 $233K 0.13% +1 Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,504 shares; 2025Q3: 1,450 shares; 2025Q4: 3,200 shares; 2026Q1: 4,167 shares; 2026Q2: 4,567 shares 4,567 $229K 0.12% +400 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: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,041 shares; 2026Q2: 1,036 shares 1,036 $228K 0.12% -5 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS 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: 22,100 shares; 2026Q1: 12,890 shares; 2026Q2: 21,160 shares 21,160 $225K 0.12% +8,270 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL 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: 351 shares; 2026Q2: 362 shares 362 $222K 0.12% +11 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,755 shares; 2025Q1: 3,245 shares; 2025Q2: 4,129 shares; 2025Q3: not reported; 2025Q4: 6,771 shares; 2026Q1: 6,885 shares; 2026Q2: 9,600 shares 9,600 $222K 0.12% +2,715 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 13,208 shares; 2025Q2: 9,211 shares; 2025Q3: not reported; 2025Q4: 12,870 shares; 2026Q1: 7,589 shares; 2026Q2: 14,241 shares 14,241 $220K 0.12% +6,652 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $219K 0.12% new Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,671 shares 6,671 $217K 0.12% new 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: 149 shares; 2025Q1: 139 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 71 shares; 2026Q2: 710 shares 710 $214K 0.12% +639 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; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 663 shares; 2026Q2: 2,636 shares 2,636 $212K 0.11% +1,973 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 643 shares; 2025Q1: 613 shares; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $211K 0.11% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,006 shares 3,006 $210K 0.11% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST 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: 130 shares; 2025Q4: 120 shares; 2026Q1: 1,511 shares; 2026Q2: 2,106 shares 2,106 $209K 0.11% +595 Timeline LENDINGTREE INC NEW LENDINGTREE INC NEW More: the full row for LENDINGTREE INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,634 shares; 2026Q2: 4,697 shares 4,697 $208K 0.11% +2,063 ALCO ALICO INC More: the full row for ALICO 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: 4,340 shares; 2026Q2: 5,011 shares 5,011 $207K 0.11% +671 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,341 shares; 2025Q1: 16,046 shares; 2025Q2: 16,221 shares; 2025Q3: 16,003 shares; 2025Q4: 15,973 shares; 2026Q1: 8,768 shares; 2026Q2: 3,328 shares 3,328 $207K 0.11% -5,440 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,575 shares; 2025Q3: 44,712 shares; 2025Q4: 44,712 shares; 2026Q1: 8,797 shares; 2026Q2: 12,842 shares 12,842 $206K 0.11% +4,045 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,900 shares; 2025Q1: 3,887 shares; 2025Q2: 4,981 shares; 2025Q3: 5,391 shares; 2025Q4: 12,780 shares; 2026Q1: not reported; 2026Q2: 15,100 shares 15,100 $204K 0.11% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 500 shares; 2026Q1: 1,665 shares; 2026Q2: 15,145 shares 15,145 $204K 0.11% +13,480 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,602 shares 3,602 $202K 0.11% new Timeline ICSH 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: 3,950 shares; 2026Q2: 3,950 shares 3,950 $200K 0.11% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,420 shares; 2026Q2: 9,390 shares 9,390 $199K 0.11% +1,970 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,020 shares; 2025Q2: 3,920 shares; 2025Q3: 3,656 shares; 2025Q4: 2,496 shares; 2026Q1: 2,124 shares; 2026Q2: 2,124 shares 2,124 $198K 0.11% 0 BURCA BURNHAM HOLDINGS INC CL-A More: the full row for BURNHAM HOLDINGS INC CL-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: 1,820 shares; 2025Q4: 5,711 shares; 2026Q1: 6,391 shares; 2026Q2: 8,261 shares 8,261 $197K 0.11% +1,870 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 880 shares; 2025Q1: 1,363 shares; 2025Q2: 1,486 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 10,730 shares 10,730 $195K 0.11% +10,630 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,155 shares; 2025Q2: 1,025 shares; 2025Q3: not reported; 2025Q4: 12,120 shares; 2026Q1: 6,721 shares; 2026Q2: 5,936 shares 5,936 $193K 0.1% -785 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: 17,538 shares; 2025Q2: 21,492 shares; 2025Q3: 12,630 shares; 2025Q4: 74,400 shares; 2026Q1: 85,700 shares; 2026Q2: 107,100 shares 107,100 $193K 0.1% +21,400 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: 792 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $186K 0.1% 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: 130 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 89 shares; 2026Q2: 93 shares 93 $184K 0.1% +4 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: 1,379 shares; 2025Q1: 1,201 shares; 2025Q2: 1,071 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,126 shares; 2026Q2: 1,116 shares 1,116 $181K 0.1% -10 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL 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: 8,630 shares; 2026Q1: 8,630 shares; 2026Q2: 9,230 shares 9,230 $180K 0.1% +600 Timeline REGIS CORP REGIS CORP More: the full row for REGIS 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: 2,170 shares; 2025Q4: 5,712 shares; 2026Q1: 5,872 shares; 2026Q2: 6,412 shares 6,412 $180K 0.1% +540 TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL 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: 4,270 shares; 2025Q4: 16,310 shares; 2026Q1: 19,150 shares; 2026Q2: 23,100 shares 23,100 $178K 0.1% +3,950 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG 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: 11,750 shares 11,750 $176K 0.1% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,325 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares; 2026Q2: 4,325 shares 4,325 $176K 0.09% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,055 shares; 2026Q2: 1,063 shares 1,063 $175K 0.09% +8 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: 141 shares; 2025Q1: 130 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 1,454 shares 1,454 $174K 0.09% +1,353 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW 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: 1,106 shares; 2026Q2: 997 shares 997 $173K 0.09% -109 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 5,040 shares; 2025Q4: 11,630 shares; 2026Q1: not reported; 2026Q2: 9,410 shares 9,410 $173K 0.09% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 7,317 shares; 2025Q4: 7,295 shares; 2026Q1: 7,026 shares; 2026Q2: 4,357 shares 4,357 $172K 0.09% -2,669 Timeline INTT INTEST CORP More: the full row for INTEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,390 shares 9,390 $171K 0.09% new Timeline CAPRI HLDGS LTD F CAPRI HLDGS LTD F More: the full row for CAPRI HLDGS LTD F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,545 shares; 2025Q1: 2,595 shares; 2025Q2: 2,918 shares; 2025Q3: 3,364 shares; 2025Q4: 3,365 shares; 2026Q1: 7,444 shares; 2026Q2: 9,180 shares 9,180 $170K 0.09% +1,736 SAFE PRO GROUP INC EQUITCLA… SAFE PRO GROUP INC EQUITCLASS EQU… More: the full row for SAFE PRO GROUP INC EQUITCLASS EQUITY 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: 35,600 shares; 2026Q2: 39,300 shares 39,300 $170K 0.09% +3,700 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: 9,710 shares; 2025Q3: not reported; 2025Q4: 9,240 shares; 2026Q1: 5,376 shares; 2026Q2: 3,796 shares 3,796 $170K 0.09% -1,580 Timeline CRONOS GROUP INC F CRONOS GROUP INC F More: the full row for CRONOS GROUP INC F 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: 60,300 shares 60,300 $168K 0.09% new ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 850 shares; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares; 2026Q2: 2,398 shares 2,398 $166K 0.09% -430 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 52 shares; 2026Q2: 51 shares 51 $163K 0.09% -1 Timeline CRVO CERVOMED INC More: the full row for CERVOMED 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: 14,700 shares; 2026Q1: 14,700 shares; 2026Q2: 51,250 shares 51,250 $159K 0.09% +36,550 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: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $159K 0.09% 0 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS 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: 42,400 shares; 2025Q4: 96,000 shares; 2026Q1: 106,000 shares; 2026Q2: 142,800 shares 142,800 $159K 0.09% +36,800 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: 604 shares; 2025Q1: 597 shares; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $158K 0.09% 0 Timeline PDER PARDEE RES CO More: the full row for PARDEE RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 108 shares; 2025Q2: 172 shares; 2025Q3: 175 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 550 shares 550 $158K 0.09% +122 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,816 shares; 2025Q2: not reported; 2025Q3: 8,540 shares; 2025Q4: 42,600 shares; 2026Q1: 10,440 shares; 2026Q2: 17,120 shares 17,120 $158K 0.09% +6,680 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 2,254 shares; 2025Q3: 500 shares; 2025Q4: 600 shares; 2026Q1: 300 shares; 2026Q2: 5,324 shares 5,324 $157K 0.08% +5,024 Timeline NX QUANEX BLDG PRODS CORP More: the full row for QUANEX BLDG PRODS 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: 5,050 shares; 2025Q4: 11,550 shares; 2026Q1: 5,230 shares; 2026Q2: 8,290 shares 8,290 $154K 0.08% +3,060 Timeline COTY COTY INC More: the full row for COTY 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: 71,040 shares 71,040 $153K 0.08% new Timeline COMSCORE INC COMSCORE INC More: the full row for COMSCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,541 shares; 2025Q2: 5,034 shares; 2025Q3: 5,850 shares; 2025Q4: 20,100 shares; 2026Q1: 18,680 shares; 2026Q2: 20,680 shares 20,680 $153K 0.08% +2,000 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: 1,782 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 893 shares; 2026Q2: 843 shares 843 $153K 0.08% -50 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: not reported; 2025Q4: 4,196 shares; 2026Q1: not reported; 2026Q2: 3,047 shares 3,047 $152K 0.08% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 1,075 shares; 2025Q2: 1,058 shares; 2025Q3: 1,038 shares; 2025Q4: 1,023 shares; 2026Q1: 978 shares; 2026Q2: 1,113 shares 1,113 $151K 0.08% +135 Timeline BYDDY BYD Company Ltd Unsponsored AD More: the full row for BYD Company Ltd Unsponsored AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,758 shares; 2025Q1: 4,055 shares; 2025Q2: 9,175 shares; 2025Q3: 50,075 shares; 2025Q4: 36,485 shares; 2026Q1: 34,440 shares; 2026Q2: 16,185 shares 16,185 $150K 0.08% -18,255 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,620 shares 19,620 $149K 0.08% new Timeline HOVNANIAN ENTPR INC HOVNANIAN ENTPR INC More: the full row for HOVNANIAN ENTPR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 811 shares; 2025Q2: 1,523 shares; 2025Q3: 1,101 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $148K 0.08% 0 KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,879 shares; 2025Q3: 10,170 shares; 2025Q4: 22,080 shares; 2026Q1: 18,860 shares; 2026Q2: 15,940 shares 15,940 $147K 0.08% -2,920 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 54,240 shares 54,240 $147K 0.08% new Timeline CRSR CORSAIR GAMING INC More: the full row for CORSAIR GAMING 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: 15,180 shares 15,180 $147K 0.08% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 270 shares; 2025Q2: 300 shares; 2025Q3: 342 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,176 shares 1,176 $144K 0.08% +120 Timeline NL NLI HOLDINGS INC More: the full row for NLI HOLDINGS 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: 24,100 shares 24,100 $143K 0.08% new Timeline ELANCO ANIMAL HEALTH INC ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,820 shares 5,820 $143K 0.08% new EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 24,100 shares 24,100 $142K 0.08% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 1,185 shares 1,185 $139K 0.08% new Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY 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: 7,870 shares; 2026Q1: 9,650 shares; 2026Q2: 7,790 shares 7,790 $135K 0.07% -1,860 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: 2,850 shares; 2025Q2: 3,780 shares; 2025Q3: 2,810 shares; 2025Q4: 2,675 shares; 2026Q1: 5,250 shares; 2026Q2: 2,575 shares 2,575 $135K 0.07% -2,675 Timeline HERTZ GLOBAL HLDGS INC N HERTZ GLOBAL HLDGS INC N More: the full row for HERTZ GLOBAL HLDGS INC N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 59,200 shares 59,200 $134K 0.07% new 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: 4,167 shares; 2025Q1: 3,802 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,602 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $134K 0.07% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 22,080 shares; 2026Q1: 17,230 shares; 2026Q2: 18,220 shares 18,220 $132K 0.07% +990 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: 340 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $131K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,565 shares; 2025Q1: 725 shares; 2025Q2: 885 shares; 2025Q3: 890 shares; 2025Q4: 754 shares; 2026Q1: 693 shares; 2026Q2: 1,123 shares 1,123 $131K 0.07% +430 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: 2,239 shares; 2025Q1: 1,839 shares; 2025Q2: 1,551 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,484 shares; 2026Q2: 1,484 shares 1,484 $130K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 319 shares; 2025Q3: 267 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $128K 0.07% 0 Timeline LUMEN TECHNOLOGIES INC LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES 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: 16,700 shares 16,700 $128K 0.07% new 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: 573 shares; 2025Q1: 463 shares; 2025Q2: 440 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $127K 0.07% 0 Timeline BACKBLAZE INC CLASS A BACKBLAZE INC CLASS A More: the full row for BACKBLAZE INC CLASS 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: not reported; 2026Q2: 7,990 shares 7,990 $127K 0.07% new CHEWY INC CLASS A CHEWY INC CLASS A More: the full row for CHEWY INC CLASS 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: not reported; 2026Q2: 6,420 shares 6,420 $126K 0.07% new NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,480 shares; 2025Q1: 2,401 shares; 2025Q2: 2,883 shares; 2025Q3: 2,653 shares; 2025Q4: 4,192 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $125K 0.07% 0 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP 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: 4,218 shares; 2026Q2: 4,254 shares 4,254 $124K 0.07% +36 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: 225 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $124K 0.07% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,481 shares 2,481 $124K 0.07% new Timeline PERRIGO CO PLC F PERRIGO CO PLC F More: the full row for PERRIGO CO PLC F 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: 2,125 shares; 2025Q4: 9,520 shares; 2026Q1: 10,740 shares; 2026Q2: 11,740 shares 11,740 $122K 0.07% +1,000 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: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: not reported; 2025Q4: 9,495 shares; 2026Q1: 5,703 shares; 2026Q2: 3,317 shares 3,317 $122K 0.07% -2,386 Timeline EDGEWELL PERS CARE CO EDGEWELL PERS CARE CO More: the full row for EDGEWELL PERS CARE 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: 2,120 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,342 shares 4,342 $117K 0.06% new FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,472 shares; 2025Q1: 8,472 shares; 2025Q2: 8,472 shares; 2025Q3: 7,522 shares; 2025Q4: 7,322 shares; 2026Q1: 6,522 shares; 2026Q2: 6,522 shares 6,522 $116K 0.06% 0 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: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $115K 0.06% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 6,353 shares; 2025Q2: 9,159 shares; 2025Q3: 100 shares; 2025Q4: 9,570 shares; 2026Q1: 11,650 shares; 2026Q2: 12,240 shares 12,240 $115K 0.06% +590 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,665 shares; 2025Q3: 1,569 shares; 2025Q4: 1,573 shares; 2026Q1: 1,239 shares; 2026Q2: 1,241 shares 1,241 $114K 0.06% +2 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,840 shares; 2025Q1: 1,855 shares; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,755 shares; 2026Q2: 1,555 shares 1,555 $113K 0.06% -200 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: 6,226 shares; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: not reported; 2025Q4: 5,935 shares; 2026Q1: 891 shares; 2026Q2: 583 shares 583 $113K 0.06% -308 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: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 540 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $112K 0.06% 0 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: 1,129 shares; 2025Q1: 1,251 shares; 2025Q2: 1,404 shares; 2025Q3: 1,407 shares; 2025Q4: 1,459 shares; 2026Q1: 1,327 shares; 2026Q2: 1,334 shares 1,334 $111K 0.06% +7 Timeline FRMI FERMI INC More: the full row for FERMI 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: 11,950 shares 11,950 $109K 0.06% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 399 shares; 2026Q1: 309 shares; 2026Q2: 280 shares 280 $109K 0.06% -29 Timeline ALABAMA NATIONAL BANCORP DEL ALABAMA NATIONAL BANCORP DEL More: the full row for ALABAMA NATIONAL BANCORP DEL 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: 445 shares; 2026Q1: 1,430 shares; 2026Q2: 225 shares 225 $109K 0.06% -1,205 FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 564 shares; 2025Q3: 694 shares; 2025Q4: 660 shares; 2026Q1: 503 shares; 2026Q2: 457 shares 457 $108K 0.06% -46 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 619 shares; 2025Q2: 680 shares; 2025Q3: 725 shares; 2025Q4: 786 shares; 2026Q1: 1,112 shares; 2026Q2: 1,069 shares 1,069 $107K 0.06% -43 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 3,632 shares; 2026Q1: 4,337 shares; 2026Q2: 4,837 shares 4,837 $107K 0.06% +500 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 167 shares; 2025Q2: 172 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 169 shares; 2026Q2: 114 shares 114 $107K 0.06% -55 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP 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: 3,000 shares; 2026Q1: 2,800 shares; 2026Q2: 3,200 shares 3,200 $106K 0.06% +400 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 968 shares; 2025Q2: 1,278 shares; 2025Q3: not reported; 2025Q4: 4,216 shares; 2026Q1: 3,751 shares; 2026Q2: 2,786 shares 2,786 $105K 0.06% -965 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: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 2,148 shares; 2025Q3: 1,798 shares; 2025Q4: 2,279 shares; 2026Q1: 1,883 shares; 2026Q2: 1,819 shares 1,819 $105K 0.06% -64 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: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 889 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $104K 0.06% 0 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: 2,800 shares; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $103K 0.06% 0 Timeline OEF 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: 772 shares; 2025Q2: 299 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $103K 0.06% 0 Timeline APPLOVIN CORP CLASS A APPLOVIN CORP CLASS A More: the full row for APPLOVIN CORP CLASS 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: not reported; 2026Q2: 199 shares 199 $103K 0.06% new INVESCO AEROSPACE & DEFENSE… INVESCO AEROSPACE & DEFENSE ETF More: the full row for INVESCO AEROSPACE & DEFENSE 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: 1,125 shares; 2026Q2: 550 shares 550 $97.2K 0.05% -575 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: 627 shares; 2025Q1: 718 shares; 2025Q2: 856 shares; 2025Q3: 1,044 shares; 2025Q4: 2,147 shares; 2026Q1: 1,969 shares; 2026Q2: 1,811 shares 1,811 $96.2K 0.05% -158 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: 4,069 shares; 2025Q1: 4,196 shares; 2025Q2: 4,330 shares; 2025Q3: not reported; 2025Q4: 4,331 shares; 2026Q1: 668 shares; 2026Q2: 594 shares 594 $93.1K 0.05% -74 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,855 shares; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 3,005 shares 3,005 $90.8K 0.05% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 745 shares; 2026Q2: 1,000 shares 1,000 $88.9K 0.05% +255 Timeline AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC More: the full row for AVALO 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: not reported; 2026Q2: 4,798 shares 4,798 $88.7K 0.05% new PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $88.2K 0.05% 0 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 13,599 shares; 2025Q2: 34,040 shares; 2025Q3: 48,510 shares; 2025Q4: 148,600 shares; 2026Q1: 138,300 shares; 2026Q2: 152,300 shares 152,300 $85.3K 0.05% +14,000 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $85.3K 0.05% 0 METCB RAMACO RES INC More: the full row for RAMACO 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: 10,214 shares; 2025Q4: 27,100 shares; 2026Q1: 19,410 shares; 2026Q2: 9,894 shares 9,894 $84.6K 0.05% -9,516 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: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $84.5K 0.05% 0 Timeline Broadcom Inc 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: 220 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 225 shares; 2025Q4: 200 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $83.9K 0.05% 0 HEWLETT PACKARD CO HEWLETT PACKARD CO More: the full row for HEWLETT PACKARD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,050 shares; 2025Q2: not reported; 2025Q3: 5,075 shares; 2025Q4: 4,050 shares; 2026Q1: 3,820 shares; 2026Q2: 3,820 shares 3,820 $83.8K 0.05% 0 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: not reported; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $82.9K 0.04% 0 Timeline VICI PPTYS INC REIT VICI PPTYS INC REIT More: the full row for VICI PPTYS INC REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: not reported; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,323 shares; 2026Q2: 3,123 shares 3,123 $82.9K 0.04% -200 LQMT LIQUIDMETAL TECHNOLOGIES INC More: the full row for LIQUIDMETAL TECHNOLOGIES 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: 400,000 shares 400,000 $80K 0.04% new 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: 787 shares; 2025Q1: 792 shares; 2025Q2: 787 shares; 2025Q3: 777 shares; 2025Q4: 727 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $79.6K 0.04% 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: 75 shares; 2025Q1: 67 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 955 shares; 2026Q1: 909 shares; 2026Q2: 859 shares 859 $79.1K 0.04% -50 Timeline SGOV 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: 1,000 shares; 2026Q2: 750 shares 750 $75.5K 0.04% -250 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: 309 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 259 shares; 2026Q2: 359 shares 359 $75K 0.04% +100 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: 36 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $74.3K 0.04% 0 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES 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: 2,127 shares; 2025Q4: 6,300 shares; 2026Q1: 10,560 shares; 2026Q2: 10,920 shares 10,920 $73.3K 0.04% +360 Timeline CELESTICA INC 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: 1,780 shares; 2025Q1: 593 shares; 2025Q2: 473 shares; 2025Q3: 458 shares; 2025Q4: 348 shares; 2026Q1: 309 shares; 2026Q2: 199 shares 199 $72.6K 0.04% -110 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: 490 shares; 2025Q1: 490 shares; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $67K 0.04% 0 Timeline PRICELINE GRP INC PRICELINE GRP INC More: the full row for PRICELINE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 19 shares; 2026Q1: 15 shares; 2026Q2: 375 shares 375 $66.8K 0.04% +360 SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $66.5K 0.04% 0 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: 318 shares; 2025Q1: 288 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 256 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $65.5K 0.04% 0 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: 493 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 1,297 shares; 2026Q1: 1,272 shares; 2026Q2: 1,287 shares 1,287 $65.4K 0.04% +15 Timeline ROCKET COMPANIES CLA A CLAS… ROCKET COMPANIES CLA A CLASS A More: the full row for ROCKET COMPANIES CLA A CLASS 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: 5,795 shares; 2025Q4: 5,518 shares; 2026Q1: 5,329 shares; 2026Q2: 4,141 shares 4,141 $65.2K 0.04% -1,188 SPDR Series Trust 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: 1,100 shares; 2025Q1: 210 shares; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: 1,620 shares; 2026Q1: 1,650 shares; 2026Q2: 700 shares 700 $64.1K 0.03% -950 ARISTA NETWORKS INC 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: 460 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $63.2K 0.03% 0 ICLN 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 2,955 shares 2,955 $60.5K 0.03% +2,750 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: 1,250 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $59.6K 0.03% 0 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: not reported; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 700 shares; 2026Q2: 650 shares 650 $59.3K 0.03% -50 Timeline SALM SALEM MEDIA GROUP INC CLASS A More: the full row for SALEM MEDIA GROUP INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,003 shares; 2025Q3: 20,503 shares; 2025Q4: 53,510 shares; 2026Q1: 53,510 shares; 2026Q2: 60,003 shares 60,003 $58.8K 0.03% +6,493 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $58.5K 0.03% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 1,895 shares; 2026Q2: 1,720 shares 1,720 $58.1K 0.03% -175 Timeline ABRDN PHYSICAL SILVER SHARE… ABRDN PHYSICAL SILVER SHARES ETF More: the full row for ABRDN PHYSICAL SILVER SHARES 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: 1,030 shares; 2026Q2: 1,030 shares 1,030 $57.9K 0.03% 0 LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,111 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 711 shares; 2026Q1: 615 shares; 2026Q2: 635 shares 635 $57.5K 0.03% +20 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: 418 shares; 2025Q1: 494 shares; 2025Q2: 571 shares; 2025Q3: 575 shares; 2025Q4: 1,204 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $55.5K 0.03% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $53.9K 0.03% 0 Timeline INVESCO WATER RESOURCES ETF INVESCO WATER RESOURCES ETF More: the full row for INVESCO WATER RESOURCES ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $51.8K 0.03% 0 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: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $51.5K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 40 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 46 shares; 2026Q2: 295 shares 295 $51.2K 0.03% +249 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,200 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,000 shares 3,000 $50.5K 0.03% -300 Timeline IRON MTN INC NEW REIT IRON MTN INC NEW REIT More: the full row for IRON MTN INC NEW REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $49.9K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 164 shares; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 160 shares; 2026Q2: 163 shares 163 $49.4K 0.03% +3 Timeline DVY 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: 500 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $49.2K 0.03% 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; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $49K 0.03% 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: not reported; 2025Q1: 425 shares; 2025Q2: 300 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 430 shares; 2026Q2: 670 shares 670 $48.1K 0.03% +240 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: 1,295 shares; 2025Q1: 920 shares; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 665 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $48K 0.03% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 1,902 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,250 shares 1,250 $47.9K 0.03% +150 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,900 shares; 2025Q1: not reported; 2025Q2: 5,215 shares; 2025Q3: 2,450 shares; 2025Q4: 2,250 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $47.1K 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: 345 shares; 2025Q1: 325 shares; 2025Q2: 190 shares; 2025Q3: 160 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $47K 0.03% 0 Timeline ENERGY TRANSFER L P LP ENERGY TRANSFER L P LP More: the full row for ENERGY TRANSFER L P LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 2,434 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $45.9K 0.02% 0 MILLROSE PPTYS INC CLASS A MILLROSE PPTYS INC CLASS A More: the full row for MILLROSE PPTYS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 1,609 shares; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $45.3K 0.02% 0 XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $44.5K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $44.4K 0.02% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 365 shares; 2025Q2: 340 shares; 2025Q3: 230 shares; 2025Q4: 225 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $44K 0.02% 0 Timeline EVERSOURCE ENERGY 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: not reported; 2025Q1: 690 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $43.4K 0.02% 0 Equinix, Inc. Equinix, Inc. More: the full row for Equinix, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 58 shares; 2025Q2: 54 shares; 2025Q3: 36 shares; 2025Q4: 42 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $42.7K 0.02% 0 ROUNDHILL ETF TRUST 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: 4,300 shares; 2025Q3: 3,955 shares; 2025Q4: 3,440 shares; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435 $41.3K 0.02% 0 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: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 875 shares; 2025Q4: 675 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $41.3K 0.02% 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: 255 shares; 2025Q1: 316 shares; 2025Q2: 326 shares; 2025Q3: 314 shares; 2025Q4: 263 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $41.3K 0.02% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $40K 0.02% 0 Timeline GLOBAL SELF STORAGE INC REIT GLOBAL SELF STORAGE INC REIT More: the full row for GLOBAL SELF STORAGE INC REIT 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: 7,611 shares 7,611 $39.9K 0.02% new ACM RESH INC CLASS A ACM RESH INC CLASS A More: the full row for ACM RESH INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $38.1K 0.02% 0 DELL INC DELL INC More: the full row for DELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 220 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 111 shares; 2026Q1: 109 shares; 2026Q2: 87 shares 87 $37.5K 0.02% -22 Chubb Corporation Chubb Corporation More: the full row for Chubb Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $37.5K 0.02% 0 VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 120 shares; 2025Q3: 960 shares; 2025Q4: 1,060 shares; 2026Q1: 508 shares; 2026Q2: 348 shares 348 $36.4K 0.02% -160 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; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $36.2K 0.02% 0 Timeline TARGET CORP 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: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $35.3K 0.02% 0 ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 425 shares; 2025Q4: 300 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $34.4K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 800 shares; 2025Q4: 565 shares; 2026Q1: 605 shares; 2026Q2: 585 shares 585 $33.8K 0.02% -20 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 195 shares; 2026Q2: 195 shares 195 $33.8K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 122 shares; 2026Q1: 103 shares; 2026Q2: 85 shares 85 $33.8K 0.02% -18 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: 313 shares; 2025Q1: 111 shares; 2025Q2: 106 shares; 2025Q3: 57 shares; 2025Q4: 43 shares; 2026Q1: 34 shares; 2026Q2: 44 shares 44 $33.6K 0.02% +10 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD 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: 440 shares; 2026Q2: 440 shares 440 $33.2K 0.02% 0 CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $32.9K 0.02% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $32.3K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 372 shares 372 $32K 0.02% +310 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: 567 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 579 shares; 2026Q1: 504 shares; 2026Q2: 344 shares 344 $31.7K 0.02% -160 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: 482 shares; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 670 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 713 shares 713 $31.4K 0.02% -2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,127 shares 1,127 $31.2K 0.02% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $30.8K 0.02% 0 Timeline MARINA BIOTECH INC MARINA BIOTECH INC More: the full row for MARINA BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 113 shares; 2025Q2: 98 shares; 2025Q3: 58 shares; 2025Q4: 548 shares; 2026Q1: 538 shares; 2026Q2: 438 shares 438 $30.7K 0.02% -100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $30.3K 0.02% new 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: 129 shares; 2025Q1: 109 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 236 shares 236 $29.3K 0.02% +177 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: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $29.2K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 442 shares; 2025Q2: 349 shares; 2025Q3: 227 shares; 2025Q4: 212 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $28.2K 0.02% 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: 75 shares; 2026Q2: 75 shares 75 $28.1K 0.02% 0 Timeline VMHG VICTORY MARINE HLDGS More: the full row for VICTORY MARINE HLDGS 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: 1,405,000 shares 1,405,000 $28.1K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $27.9K 0.02% 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: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $27.3K 0.01% 0 Timeline GLOBE LIFE INC GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $26.8K 0.01% 0 FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $26.1K 0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 250 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $26K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 232 shares; 2025Q2: 233 shares; 2025Q3: 235 shares; 2025Q4: 245 shares; 2026Q1: 239 shares; 2026Q2: 116 shares 116 $26K 0.01% -123 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 500 shares; 2026Q1: 400 shares; 2026Q2: 275 shares 275 $25.8K 0.01% -125 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: 1,494 shares; 2026Q1: 1,474 shares; 2026Q2: 1,474 shares 1,474 $25.7K 0.01% 0 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: 116 shares 116 $25.6K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $25.6K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $24.7K 0.01% 0 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: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 212 shares; 2025Q4: 248 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $24.1K 0.01% 0 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: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $23.8K 0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 375 shares; 2026Q1: 325 shares; 2026Q2: 275 shares 275 $23.7K 0.01% -50 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 2,938 shares; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 8,410 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $23.6K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 760 shares; 2025Q2: 784 shares; 2025Q3: 619 shares; 2025Q4: 1,219 shares; 2026Q1: 1,004 shares; 2026Q2: 479 shares 479 $23.3K 0.01% -525 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $23.2K 0.01% 0 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: 1,900 shares; 2026Q1: 1,670 shares; 2026Q2: 1,570 shares 1,570 $23K 0.01% -100 Timeline EWH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $23K 0.01% new Timeline VDC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.5K 0.01% 0 Timeline QNITY ELECTRONICS INC 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: 141 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $22.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $22.1K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $22K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226 shares 226 $21.8K 0.01% new Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf 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 $21.7K 0.01% 0 THE COOPER COMPANIES THE COOPER COMPANIES More: the full row for THE COOPER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $21.5K 0.01% 0 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: 4,851 shares; 2025Q1: 5,210 shares; 2025Q2: 438 shares; 2025Q3: 305 shares; 2025Q4: 237 shares; 2026Q1: 250 shares; 2026Q2: 200 shares 200 $21.5K 0.01% -50 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $21.4K 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; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 396 shares; 2025Q2: 386 shares; 2025Q3: 356 shares; 2025Q4: 301 shares; 2026Q1: 281 shares; 2026Q2: 166 shares 166 $20.7K 0.01% -115 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 182 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $20.6K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $20.4K 0.01% new 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $20.4K 0.01% new Timeline KDEF EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS 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: 500 shares; 2026Q2: 500 shares 500 $20.2K 0.01% 0 Timeline QTEC 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: 60 shares; 2026Q2: 60 shares 60 $20.1K 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: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 97 shares; 2026Q2: 100 shares 100 $20.1K 0.01% +3 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: 516 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 33 shares; 2025Q4: 42 shares; 2026Q1: 32 shares; 2026Q2: 47 shares 47 $19.8K 0.01% +15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $19.5K 0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 710 shares; 2025Q3: 380 shares; 2025Q4: 240 shares; 2026Q1: 507 shares; 2026Q2: 357 shares 357 $19.4K 0.01% -150 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 184 shares; 2025Q2: 180 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 182 shares; 2026Q2: 188 shares 188 $19.4K 0.01% +6 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 165 shares; 2026Q2: 165 shares 165 $18.7K 0.01% 0 Timeline VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: not reported; 2026Q2: 500 shares 500 $18K 0.01% new PUBLIC STORAGE DEP SH REP 1… PUBLIC STORAGE DEP SH REP 1/10 More: the full row for PUBLIC STORAGE DEP SH REP 1/10 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 3,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $17.8K 0.01% 0 THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 160 shares; 2026Q2: 95 shares 95 $17.8K 0.01% -65 Timeline JEFFERIES GROUP INC JEFFERIES GROUP INC More: the full row for JEFFERIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 615 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $17.7K 0.01% 0 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: 40 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 40 shares; 2026Q2: 60 shares 60 $17.4K 0.01% +20 Timeline QUANTA SVCS INC QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 25 shares; 2026Q2: 24 shares 24 $17.3K 0.01% -1 IGV 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: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $17.2K 0.01% 0 Timeline INVESCO FINANCIAL PREFERRED… INVESCO FINANCIAL PREFERRED ETF More: the full row for INVESCO FINANCIAL PREFERRED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,250 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $16.5K 0.01% 0 GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,480 shares; 2025Q1: 7,595 shares; 2025Q2: 6,512 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,700 shares 1,700 $16.1K 0.01% -100 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $16K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 372 shares; 2026Q2: 372 shares 372 $15.6K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 182 shares; 2025Q2: 180 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 188 shares; 2026Q2: 176 shares 176 $15.3K 0.01% -12 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 660 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $14.9K 0.01% 0 Timeline FCNCB FIRST CITIZENS BKCSHARES CL-B More: the full row for FIRST CITIZENS BKCSHARES CL-B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 12 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $14.8K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 300 shares 300 $14.7K 0.01% new Timeline ITA 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: 60 shares 60 $14.6K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 60 shares; 2025Q4: 275 shares; 2026Q1: 223 shares; 2026Q2: 146 shares 146 $14.5K 0.01% -77 Timeline BOMBARDIER INC FCLASS B BOMBARDIER INC FCLASS B More: the full row for BOMBARDIER INC FCLASS B 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: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $14.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,025 shares; 2025Q1: 1,650 shares; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 725 shares; 2026Q1: 465 shares; 2026Q2: 415 shares 415 $14.1K 0.01% -50 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 300 shares 300 $14K 0.01% -200 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,595 shares; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 2,942 shares; 2025Q4: 2,414 shares; 2026Q1: 405 shares; 2026Q2: 100 shares 100 $13.9K 0.01% -305 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $13.7K 0.01% 0 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 150 shares 150 $13.7K 0.01% new Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 150 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $13.7K 0.01% 0 Timeline Apollo Global Management Apollo Global Management More: the full row for Apollo Global Management Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 140 shares; 2026Q2: 115 shares 115 $13.6K 0.01% -25 EUFN 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: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $13.5K 0.01% 0 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $13.5K 0.01% 0 TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $13.4K 0.01% 0 Timeline FIRST TRUST NASDAQ CYBERSEC… FIRST TRUST NASDAQ CYBERSECURITY … More: the full row for FIRST TRUST NASDAQ CYBERSECURITY 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: 148 shares; 2026Q2: 148 shares 148 $13.3K 0.01% 0 TELEFONICA BRASIL SA FSPONS… TELEFONICA BRASIL SA FSPONSORED A… More: the full row for TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $13.2K 0.01% 0 PFF 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: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $13K 0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $12.8K 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: 84 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $12.8K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $12.7K 0.01% 0 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 355 shares; 2025Q2: 333 shares; 2025Q3: 320 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 93 shares 93 $12.6K 0.01% -193 VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $12.5K 0.01% 0 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS 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 $12.3K 0.01% 0 LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 560 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 500 shares; 2026Q1: 440 shares; 2026Q2: 240 shares 240 $12.3K 0.01% -200 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 215 shares; 2026Q2: 95 shares 95 $12.2K 0.01% -120 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 245 shares; 2026Q2: 245 shares 245 $11.8K 0.01% 0 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: 53 shares 53 $11.7K 0.01% new Timeline XRT 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: 290 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $11.4K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $11.4K 0.01% 0 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR 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 $11.3K 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: 75 shares 75 $11.3K 0.01% new 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: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.2K 0.01% 0 Timeline PERFORMANCE FOOD GROUP CO PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO 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 $11.2K 0.01% 0 ARES MGMT CORP CLASS A ARES MGMT CORP CLASS A More: the full row for ARES MGMT CORP CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 175 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.1K 0.01% 0 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: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $11.1K 0.01% 0 Timeline PDD HOLDINGS INC ADR FUNSPO… PDD HOLDINGS INC ADR FUNSPONSORED… More: the full row for PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 230 shares; 2025Q4: 255 shares; 2026Q1: 205 shares; 2026Q2: 145 shares 145 $11.1K 0.01% -60 MYRG MYR GROUP INC More: the full row for MYR 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: 52 shares; 2026Q2: 22 shares 22 $11K 0.01% -30 Timeline IXN 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: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $11K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC 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 $10.8K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $10.7K 0.01% new Timeline LIONSGATE STUDIOS CORP F LIONSGATE STUDIOS CORP F More: the full row for LIONSGATE STUDIOS CORP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,391 shares; 2025Q3: 7,105 shares; 2025Q4: 15,405 shares; 2026Q1: 18,135 shares; 2026Q2: 695 shares 695 $10.6K 0.01% -17,440 BLOOM ENERGY CORP CLASS A BLOOM ENERGY CORP CLASS A More: the full row for BLOOM ENERGY CORP CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 2,154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 35 shares 35 $10.6K 0.01% -55 CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 885 shares; 2025Q2: 735 shares; 2025Q3: 525 shares; 2025Q4: 505 shares; 2026Q1: 350 shares; 2026Q2: 370 shares 370 $10.6K 0.01% +20 Timeline LINDE PLC F LINDE PLC F More: the full row for LINDE PLC F 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: 20 shares 20 $10.4K 0.01% new MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $10.4K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 750 shares; 2025Q2: 700 shares; 2025Q3: 575 shares; 2025Q4: 550 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $10.2K 0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $10.1K 0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 10,507 shares; 2025Q4: 2,107 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $10.1K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 196 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $9.87K 0.01% 0 Timeline FOX CORP CLASS B FOX CORP CLASS B More: the full row for FOX CORP CLASS B 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: 210 shares 210 $9.84K 0.01% +140 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: 275 shares; 2025Q1: 175 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $9.64K 0.01% 0 Timeline MONSTER BEVERAGE CORP NE MONSTER BEVERAGE CORP NE More: the full row for MONSTER BEVERAGE CORP NE 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.61K 0.01% 0 HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $9.34K 0.01% 0 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $9.3K 0.01% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $9.08K <0.01% 0 Timeline ARCELORMITTAL FUNSPONSORED … ARCELORMITTAL FUNSPONSORED ADR 1 … More: the full row for ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 150 shares 150 $9.03K <0.01% -150 PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $8.84K <0.01% new Timeline ASHR DBX ETF TR More: the full row for DBX ETF 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 440 shares; 2026Q2: 240 shares 240 $8.8K <0.01% -200 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: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $8.55K <0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 175 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $8.5K <0.01% 0 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $8.29K <0.01% 0 AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 250 shares; 2026Q2: 100 shares 100 $8.15K <0.01% -150 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $8.03K <0.01% 0 Timeline SUPER MICRO COMPUTER INC 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: not reported; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 270 shares 270 $7.92K <0.01% new 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: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $7.87K <0.01% 0 Timeline MSPRL MORGAN STANLEY DEPOSITARY SHS More: the full row for MORGAN STANLEY DEPOSITARY SHS 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 $7.81K <0.01% 0 Timeline NTRSO NORTHERN TR CORP DEP SHS REPST More: the full row for NORTHERN TR CORP DEP SHS REPST 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 $7.51K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 70 shares; 2025Q2: 122 shares; 2025Q3: 70 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 55 shares 55 $7.48K <0.01% new Timeline ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F 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 $7.36K <0.01% 0 EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 50 shares 50 $7.26K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 630 shares; 2025Q4: 530 shares; 2026Q1: 330 shares; 2026Q2: 230 shares 230 $7.25K <0.01% -100 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 30 shares 30 $7.17K <0.01% +3 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: 127 shares; 2025Q1: 127 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.12K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $7.12K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 22 shares; 2026Q2: 20 shares 20 $7.08K <0.01% -2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $7.05K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $7K <0.01% 0 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES 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: 2,600 shares; 2026Q2: 1,000 shares 1,000 $6.88K <0.01% -1,600 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 320 shares; 2026Q2: 260 shares 260 $6.81K <0.01% -60 SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 13 shares; 2026Q2: 15 shares 15 $6.69K <0.01% +2 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,366 shares; 2025Q2: 500 shares; 2025Q3: 300 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $6.68K <0.01% 0 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM 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 $6.57K <0.01% 0 UBS AG UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 600 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 280 shares; 2026Q2: 130 shares 130 $6.44K <0.01% -150 CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $6.42K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 30 shares 30 $6.38K <0.01% new Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 525 shares; 2026Q1: 450 shares; 2026Q2: 200 shares 200 $6.36K <0.01% -250 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 38 shares; 2026Q2: 28 shares 28 $6.35K <0.01% -10 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $6.26K <0.01% new Timeline CONSTELLATION ENERGY GROUP … CONSTELLATION ENERGY GROUP INC More: the full row for CONSTELLATION ENERGY 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: not reported; 2026Q2: 25 shares 25 $6.22K <0.01% new FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $6.18K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $6.17K <0.01% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 800 shares; 2026Q2: 400 shares 400 $6.08K <0.01% -400 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $5.93K <0.01% new Timeline FORTUNA MNG CORP F FORTUNA MNG CORP F More: the full row for FORTUNA MNG CORP F 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: 1,700 shares; 2026Q2: 700 shares 700 $5.92K <0.01% -1,000 TOTALENERGIES F TOTALENERGIES F More: the full row for TOTALENERGIES F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $5.91K <0.01% 0 HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS 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: 250 shares 250 $5.9K <0.01% -550 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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 $5.82K <0.01% 0 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $5.81K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY 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: 28 shares 28 $5.64K <0.01% new SOLVENTUM CORP 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: 73 shares; 2025Q1: 73 shares; 2025Q2: 61 shares; 2025Q3: 74 shares; 2025Q4: 71 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $5.63K <0.01% 0 SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 380 shares; 2026Q1: 200 shares; 2026Q2: 100 shares 100 $5.6K <0.01% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 180 shares 180 $5.6K <0.01% -270 DREYFUS MUN BD INFRSTRCTR FD DREYFUS MUN BD INFRSTRCTR FD More: the full row for DREYFUS MUN BD INFRSTRCTR FD 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 $5.52K <0.01% 0 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: 32 shares 32 $5.47K <0.01% new Timeline Pentair Inc Pentair Inc More: the full row for Pentair 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: 70 shares 70 $5.37K <0.01% new TIMB TIM S A More: the full row for TIM 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 490 shares; 2026Q2: 250 shares 250 $5.36K <0.01% -240 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 80 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.29K <0.01% 0 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $5.17K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 10 shares 10 $5.06K <0.01% new Timeline