MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574,349 shares; 2024Q4: 3,577,296 shares; 2025Q1: 3,525,434 shares; 2025Q2: 3,737,341 shares; 2025Q3: 3,719,216 shares; 2025Q4: 3,671,203 shares; 2026Q1: 3,719,368 shares 3,719,368 $1.37B 29.11% +48,165 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,637,993 shares; 2024Q4: 5,744,426 shares; 2025Q1: 5,727,352 shares; 2025Q2: 3,406,349 shares; 2025Q3: 3,407,765 shares; 2025Q4: 3,377,267 shares; 2026Q1: 3,328,360 shares 3,328,360 $309M 6.57% -48,907 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855,674 shares; 2024Q4: 5,755,912 shares; 2025Q1: 5,917,303 shares; 2025Q2: 5,922,555 shares; 2025Q3: 6,073,520 shares; 2025Q4: 9,244,248 shares; 2026Q1: 9,569,026 shares 9,569,026 $294M 6.25% +324,778 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877,228 shares; 2024Q4: 891,217 shares; 2025Q1: 888,250 shares; 2025Q2: 901,004 shares; 2025Q3: 911,147 shares; 2025Q4: 921,669 shares; 2026Q1: 935,475 shares 935,475 $294M 6.25% +13,806 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134,150 shares; 2024Q4: 2,139,686 shares; 2025Q1: 2,115,641 shares; 2025Q2: 2,110,082 shares; 2025Q3: 2,118,203 shares; 2025Q4: 2,143,075 shares; 2026Q1: 2,184,734 shares 2,184,734 $280M 5.96% +41,659 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836,692 shares; 2024Q4: 3,067,715 shares; 2025Q1: 3,781,477 shares; 2025Q2: 4,356,556 shares; 2025Q3: 4,554,512 shares; 2025Q4: 4,720,361 shares; 2026Q1: 4,867,782 shares 4,867,782 $269M 5.74% +147,421 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,752 shares; 2025Q1: 3,956 shares; 2025Q2: 31,813 shares; 2025Q3: 34,067 shares; 2025Q4: 1,153,776 shares; 2026Q1: 1,197,963 shares 1,197,963 $253M 5.39% +44,187 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951,622 shares; 2024Q4: 966,560 shares; 2025Q1: 972,214 shares; 2025Q2: 976,963 shares; 2025Q3: 992,566 shares; 2025Q4: 1,005,128 shares; 2026Q1: 1,023,739 shares 1,023,739 $149M 3.18% +18,611 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; 2024Q2: restricted; 2024Q3: 2,989,025 shares; 2024Q4: 3,051,329 shares; 2025Q1: 3,093,241 shares; 2025Q2: 3,089,284 shares; 2025Q3: 3,161,974 shares; 2025Q4: 3,268,794 shares; 2026Q1: 3,321,533 shares 3,321,533 $136M 2.89% +52,739 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,076 shares; 2024Q4: 603,320 shares; 2025Q1: 608,076 shares; 2025Q2: 616,743 shares; 2025Q3: 626,428 shares; 2025Q4: 635,650 shares; 2026Q1: 644,789 shares 644,789 $122M 2.6% +9,139 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908,701 shares; 2024Q4: 1,936,480 shares; 2025Q1: 1,907,814 shares; 2025Q2: 1,954,325 shares; 2025Q3: 1,927,919 shares; 2025Q4: 1,897,650 shares; 2026Q1: 1,855,580 shares 1,855,580 $105M 2.24% -42,070 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887,531 shares; 2024Q4: 1,020,557 shares; 2025Q1: 1,079,289 shares; 2025Q2: 1,262,636 shares; 2025Q3: 1,253,178 shares; 2025Q4: 1,271,310 shares; 2026Q1: 1,258,490 shares 1,258,490 $98.7M 2.1% -12,820 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,017 shares; 2024Q4: 403,598 shares; 2025Q1: 397,810 shares; 2025Q2: 431,516 shares; 2025Q3: 428,406 shares; 2025Q4: 422,578 shares; 2026Q1: 417,951 shares 417,951 $89.3M 1.9% -4,627 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,602 shares; 2024Q4: 629,653 shares; 2025Q1: 615,660 shares; 2025Q2: 661,070 shares; 2025Q3: 654,918 shares; 2025Q4: 650,323 shares; 2026Q1: 644,773 shares 644,773 $68.4M 1.46% -5,550 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301,137 shares; 2025Q3: 1,351,785 shares; 2025Q4: 1,359,891 shares; 2026Q1: 1,367,099 shares 1,367,099 $65.8M 1.4% +7,208 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,890 shares; 2025Q1: 145,209 shares; 2025Q2: 1,141,575 shares; 2025Q3: 1,141,413 shares; 2025Q4: 1,137,274 shares; 2026Q1: 1,127,168 shares 1,127,168 $52.9M 1.13% -10,106 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,035 shares; 2024Q4: 189,611 shares; 2025Q1: 192,103 shares; 2025Q2: 204,268 shares; 2025Q3: 206,839 shares; 2025Q4: 205,799 shares; 2026Q1: 204,230 shares 204,230 $51.8M 1.1% -1,569 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,904 shares; 2024Q4: 160,639 shares; 2025Q1: 159,902 shares; 2025Q2: 163,926 shares; 2025Q3: 172,228 shares; 2025Q4: 174,789 shares; 2026Q1: 160,320 shares 160,320 $28M 0.6% -14,469 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,475 shares; 2024Q4: 109,286 shares; 2025Q1: 110,086 shares; 2025Q2: 106,479 shares; 2025Q3: 105,932 shares; 2025Q4: 104,768 shares; 2026Q1: 104,402 shares 104,402 $26.9M 0.57% -366 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,236 shares; 2024Q4: 64,567 shares; 2025Q1: 65,506 shares; 2025Q2: 68,667 shares; 2025Q3: 69,650 shares; 2025Q4: 71,685 shares; 2026Q1: 70,338 shares 70,338 $26M 0.55% -1,347 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,096 shares; 2024Q4: 74,535 shares; 2025Q1: 74,531 shares; 2025Q2: 75,751 shares; 2025Q3: 74,359 shares; 2025Q4: 74,365 shares; 2026Q1: 78,050 shares 78,050 $25.5M 0.54% +3,685 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,579 shares; 2024Q4: 35,575 shares; 2025Q1: 61,890 shares; 2025Q2: 39,325 shares; 2025Q3: 38,693 shares; 2025Q4: 38,864 shares; 2026Q1: 38,552 shares 38,552 $22.3M 0.47% -312 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,855 shares; 2024Q4: 220,315 shares; 2025Q1: 207,842 shares; 2025Q2: 205,908 shares; 2025Q3: 200,483 shares; 2025Q4: 197,944 shares; 2026Q1: 194,191 shares 194,191 $21.6M 0.46% -3,753 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,027 shares; 2024Q4: 181,172 shares; 2025Q1: 195,533 shares; 2025Q2: 208,610 shares; 2025Q3: 207,067 shares; 2025Q4: 207,056 shares; 2026Q1: 212,240 shares 212,240 $21.4M 0.45% +5,184 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,441 shares; 2024Q4: 73,037 shares; 2025Q1: 74,035 shares; 2025Q2: 76,424 shares; 2025Q3: 75,833 shares; 2025Q4: 77,378 shares; 2026Q1: 79,279 shares 79,279 $16.5M 0.35% +1,901 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,214 shares; 2024Q4: 63,219 shares; 2025Q1: 84,966 shares; 2025Q2: 104,671 shares; 2025Q3: 103,061 shares; 2025Q4: 101,577 shares; 2026Q1: 102,203 shares 102,203 $14.8M 0.32% +626 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,303 shares; 2024Q4: 86,685 shares; 2025Q1: 90,088 shares; 2025Q2: 99,571 shares; 2025Q3: 98,789 shares; 2025Q4: 98,594 shares; 2026Q1: 97,149 shares 97,149 $12.9M 0.27% -1,445 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,115 shares; 2024Q4: 75,469 shares; 2025Q1: 74,926 shares; 2025Q2: 75,121 shares; 2025Q3: 75,118 shares; 2025Q4: 74,927 shares; 2026Q1: 74,914 shares 74,914 $11.6M 0.25% -13 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,125 shares; 2024Q4: 36,211 shares; 2025Q1: 36,382 shares; 2025Q2: 36,201 shares; 2025Q3: 35,878 shares; 2025Q4: 36,988 shares; 2026Q1: 36,768 shares 36,768 $11.1M 0.24% -220 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,336 shares; 2024Q4: 68,469 shares; 2025Q1: 62,308 shares; 2025Q2: 63,279 shares; 2025Q3: 62,381 shares; 2025Q4: 61,071 shares; 2026Q1: 60,119 shares 60,119 $10.2M 0.22% -952 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,654 shares; 2024Q4: 28,044 shares; 2025Q1: 32,455 shares; 2025Q2: 33,075 shares; 2025Q3: 33,697 shares; 2025Q4: 34,933 shares; 2026Q1: 34,545 shares 34,545 $9.91M 0.21% -388 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 9,004 shares; 2025Q1: 9,210 shares; 2025Q2: 9,237 shares; 2025Q3: 9,345 shares; 2025Q4: 9,364 shares; 2026Q1: 9,645 shares 9,645 $9.61M 0.2% +281 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,334 shares; 2024Q4: 58,147 shares; 2025Q1: 63,205 shares; 2025Q2: 79,431 shares; 2025Q3: 79,363 shares; 2025Q4: 79,192 shares; 2026Q1: 78,565 shares 78,565 $9.31M 0.2% -627 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,947 shares; 2024Q4: 28,070 shares; 2025Q1: 27,956 shares; 2025Q2: 27,960 shares; 2025Q3: 27,936 shares; 2025Q4: 27,603 shares; 2026Q1: 27,888 shares 27,888 $8.67M 0.18% +285 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,059 shares; 2025Q1: 3,049 shares; 2025Q2: 8,608 shares; 2025Q3: 8,650 shares; 2025Q4: 89,470 shares; 2026Q1: 87,899 shares 87,899 $8.45M 0.18% -1,571 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 34,557 shares; 2025Q1: 33,746 shares; 2025Q2: 33,637 shares; 2025Q3: 33,549 shares; 2025Q4: 33,626 shares; 2026Q1: 33,611 shares 33,611 $8.22M 0.18% -15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 23,573 shares; 2025Q1: 23,904 shares; 2025Q2: 24,055 shares; 2025Q3: 25,906 shares; 2025Q4: 29,663 shares; 2026Q1: 28,557 shares 28,557 $8.21M 0.17% -1,106 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 11,426 shares; 2025Q1: 11,445 shares; 2025Q2: 12,527 shares; 2025Q3: 11,977 shares; 2025Q4: 14,192 shares; 2026Q1: 11,881 shares 11,881 $7.73M 0.16% -2,311 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.18M 0.15% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 8,310 shares; 2025Q1: 8,241 shares; 2025Q2: 8,226 shares; 2025Q3: 8,205 shares; 2025Q4: 8,570 shares; 2026Q1: 9,066 shares 9,066 $5.92M 0.13% +496 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 21,006 shares; 2025Q1: 21,762 shares; 2025Q2: 21,975 shares; 2025Q3: 22,246 shares; 2025Q4: 20,500 shares; 2026Q1: 19,570 shares 19,570 $5.76M 0.12% -930 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 12,739 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,404 shares; 2025Q4: 12,089 shares; 2026Q1: 13,428 shares 13,428 $5.73M 0.12% +1,339 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 38,142 shares; 2025Q1: 34,290 shares; 2025Q2: 55,202 shares; 2025Q3: 54,789 shares; 2025Q4: 65,148 shares; 2026Q1: 63,615 shares 63,615 $5.64M 0.12% -1,533 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,615 shares; 2025Q1: 5,549 shares; 2025Q2: 5,744 shares; 2025Q3: 5,902 shares; 2025Q4: 5,550 shares; 2026Q1: 5,408 shares 5,408 $4.97M 0.11% -142 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 7,785 shares; 2025Q1: 11,071 shares; 2025Q2: 7,863 shares; 2025Q3: 8,051 shares; 2025Q4: 15,714 shares; 2026Q1: 15,450 shares 15,450 $4.96M 0.11% -264 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,767 shares; 2024Q4: 20,842 shares; 2025Q1: 20,590 shares; 2025Q2: 20,734 shares; 2025Q3: 20,946 shares; 2025Q4: 20,735 shares; 2026Q1: 20,675 shares 20,675 $4.5M 0.1% -60 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,366 shares; 2024Q4: 62,366 shares; 2025Q1: 62,366 shares; 2025Q2: 62,498 shares; 2025Q3: 62,498 shares; 2025Q4: 62,498 shares; 2026Q1: 62,498 shares 62,498 $4.48M 0.1% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 116,407 shares; 2025Q1: 123,683 shares; 2025Q2: 128,673 shares; 2025Q3: 144,991 shares; 2025Q4: 144,203 shares; 2026Q1: 144,071 shares 144,071 $4.2M 0.09% -132 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 7,435 shares; 2025Q1: 7,558 shares; 2025Q2: 7,755 shares; 2025Q3: 7,909 shares; 2025Q4: 9,539 shares; 2026Q1: 9,548 shares 9,548 $4.17M 0.09% +9 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,155 shares; 2024Q4: 49,605 shares; 2025Q1: 59,955 shares; 2025Q2: 80,109 shares; 2025Q3: 80,109 shares; 2025Q4: 80,109 shares; 2026Q1: 80,109 shares 80,109 $4.13M 0.09% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 3,183 shares; 2025Q1: 4,704 shares; 2025Q2: 2,860 shares; 2025Q3: 5,931 shares; 2025Q4: 6,411 shares; 2026Q1: 6,889 shares 6,889 $4.12M 0.09% +478 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 6,384 shares; 2025Q1: 6,368 shares; 2025Q2: 6,703 shares; 2025Q3: 6,743 shares; 2025Q4: 7,128 shares; 2026Q1: 6,895 shares 6,895 $3.94M 0.08% -233 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 9,784 shares; 2025Q1: 19,249 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,482 shares; 2026Q1: 15,201 shares 15,201 $3.61M 0.08% -281 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,105 shares; 2024Q4: 35,799 shares; 2025Q1: 35,237 shares; 2025Q2: 34,867 shares; 2025Q3: 34,912 shares; 2025Q4: 34,984 shares; 2026Q1: 34,850 shares 34,850 $3.58M 0.08% -134 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,084 shares; 2024Q4: 14,296 shares; 2025Q1: 14,346 shares; 2025Q2: 14,350 shares; 2025Q3: 14,407 shares; 2025Q4: 14,461 shares; 2026Q1: 14,689 shares 14,689 $3.56M 0.08% +228 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,206 shares; 2024Q4: 38,206 shares; 2025Q1: 38,206 shares; 2025Q2: 38,206 shares; 2025Q3: 38,206 shares; 2025Q4: 38,206 shares; 2026Q1: 37,966 shares 37,966 $3.54M 0.08% -240 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 7,577 shares; 2025Q1: 7,345 shares; 2025Q2: 8,118 shares; 2025Q3: 7,989 shares; 2025Q4: 8,337 shares; 2026Q1: 29,052 shares 29,052 $3.49M 0.07% +20,715 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,236 shares; 2025Q1: 14,248 shares; 2025Q2: 14,007 shares; 2025Q3: 17,622 shares; 2025Q4: 17,553 shares; 2026Q1: 16,747 shares 16,747 $3.47M 0.07% -806 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 4,578 shares; 2025Q1: 4,517 shares; 2025Q2: 4,521 shares; 2025Q3: 6,096 shares; 2025Q4: 5,958 shares; 2026Q1: 5,713 shares 5,713 $3.45M 0.07% -245 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 7,766 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares; 2025Q3: 52,741 shares; 2025Q4: 52,741 shares; 2026Q1: 52,741 shares 52,741 $3.43M 0.07% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,925 shares; 2024Q4: 34,349 shares; 2025Q1: 34,349 shares; 2025Q2: 45,931 shares; 2025Q3: 45,931 shares; 2025Q4: 78,862 shares; 2026Q1: 78,862 shares 78,862 $3.29M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 12,065 shares; 2025Q1: 12,050 shares; 2025Q2: 12,325 shares; 2025Q3: 12,000 shares; 2025Q4: 23,730 shares; 2026Q1: 24,452 shares 24,452 $3.25M 0.07% +722 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,962 shares; 2025Q1: 4,893 shares; 2025Q2: 4,942 shares; 2025Q3: 4,937 shares; 2025Q4: 7,234 shares; 2026Q1: 7,370 shares 7,370 $3.17M 0.07% +136 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 18,333 shares; 2025Q1: 18,213 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,200 shares; 2026Q1: 19,057 shares 19,057 $2.96M 0.06% -143 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,801 shares; 2024Q4: 27,801 shares; 2025Q1: 27,801 shares; 2025Q2: 34,801 shares; 2025Q3: 34,801 shares; 2025Q4: 34,801 shares; 2026Q1: 39,801 shares 39,801 $2.92M 0.06% +5,000 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,623 shares; 2025Q1: 25,699 shares; 2025Q2: 26,931 shares; 2025Q3: 26,712 shares; 2025Q4: 27,337 shares; 2026Q1: 22,627 shares 22,627 $2.81M 0.06% -4,710 Timeline EET PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,520 shares; 2024Q4: 33,520 shares; 2025Q1: 33,520 shares; 2025Q2: 33,520 shares; 2025Q3: 33,520 shares; 2025Q4: 33,520 shares; 2026Q1: 33,520 shares 33,520 $2.81M 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 12,287 shares; 2025Q1: 12,485 shares; 2025Q2: 14,575 shares; 2025Q3: 19,229 shares; 2025Q4: 19,491 shares; 2026Q1: 18,703 shares 18,703 $2.74M 0.06% -788 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,083 shares; 2025Q1: 404,630 shares; 2025Q2: 91,079 shares; 2025Q3: 30,149 shares; 2025Q4: 30,132 shares; 2026Q1: 29,625 shares 29,625 $2.57M 0.05% -507 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; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 15,561 shares; 2025Q1: 15,879 shares; 2025Q2: 16,250 shares; 2025Q3: 16,251 shares; 2025Q4: 16,251 shares; 2026Q1: 16,252 shares 16,252 $2.53M 0.05% +1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,173 shares; 2024Q4: 25,555 shares; 2025Q1: 25,549 shares; 2025Q2: 25,549 shares; 2025Q3: 25,549 shares; 2025Q4: 25,455 shares; 2026Q1: 25,098 shares 25,098 $2.51M 0.05% -357 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,784 shares; 2025Q4: 19,760 shares; 2026Q1: 19,835 shares 19,835 $2.48M 0.05% +75 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,597 shares; 2024Q4: 43,730 shares; 2025Q1: 43,450 shares; 2025Q2: 43,399 shares; 2025Q3: 45,210 shares; 2025Q4: 46,339 shares; 2026Q1: 45,788 shares 45,788 $2.47M 0.05% -551 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 9,359 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,048 shares; 2025Q4: 9,098 shares; 2026Q1: 9,048 shares 9,048 $2.46M 0.05% -50 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 6,979 shares; 2025Q1: 6,962 shares; 2025Q2: 7,560 shares; 2025Q3: 7,564 shares; 2025Q4: 7,523 shares; 2026Q1: 7,157 shares 7,157 $2.46M 0.05% -366 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 18,347 shares; 2025Q1: 18,452 shares; 2025Q2: 18,660 shares; 2025Q3: 18,497 shares; 2025Q4: 17,020 shares; 2026Q1: 16,739 shares 16,739 $2.42M 0.05% -281 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,752 shares; 2024Q4: 12,876 shares; 2025Q1: 11,832 shares; 2025Q2: 12,293 shares; 2025Q3: 11,524 shares; 2025Q4: 6,348 shares; 2026Q1: 6,393 shares 6,393 $2.38M 0.05% +45 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 3,441 shares; 2025Q3: 3,488 shares; 2025Q4: 3,509 shares; 2026Q1: 3,477 shares 3,477 $2.37M 0.05% -32 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,592 shares; 2024Q4: 37,468 shares; 2025Q1: 37,468 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares; 2025Q4: 38,234 shares; 2026Q1: 37,860 shares 37,860 $2.34M 0.05% -374 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 9,365 shares; 2025Q1: 9,940 shares; 2025Q2: 9,170 shares; 2025Q3: 10,418 shares; 2025Q4: 9,822 shares; 2026Q1: 10,602 shares 10,602 $2.28M 0.05% +780 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 15,571 shares; 2025Q1: 15,711 shares; 2025Q2: 15,656 shares; 2025Q3: 15,765 shares; 2025Q4: 15,850 shares; 2026Q1: 15,498 shares 15,498 $2.28M 0.05% -352 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 7,823 shares; 2025Q2: 7,796 shares; 2025Q3: 10,594 shares; 2025Q4: 10,904 shares; 2026Q1: 10,632 shares 10,632 $2.27M 0.05% -272 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 21,118 shares; 2025Q1: 19,674 shares; 2025Q2: 14,129 shares; 2025Q3: 14,814 shares; 2025Q4: 14,814 shares; 2026Q1: 14,814 shares 14,814 $2.16M 0.05% 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; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,883 shares; 2025Q2: 6,184 shares; 2025Q3: 6,171 shares; 2025Q4: 5,905 shares; 2026Q1: 5,886 shares 5,886 $2.11M 0.04% -19 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 7,262 shares; 2025Q1: 7,093 shares; 2025Q2: 10,593 shares; 2025Q3: 10,541 shares; 2025Q4: 11,575 shares; 2026Q1: 10,876 shares 10,876 $2.1M 0.04% -699 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 29,400 shares; 2026Q1: 29,400 shares 29,400 $2.07M 0.04% 0 Timeline UPV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,060 shares; 2024Q4: 24,060 shares; 2025Q1: 24,060 shares; 2025Q2: 24,060 shares; 2025Q3: 24,060 shares; 2025Q4: 24,060 shares; 2026Q1: 24,060 shares 24,060 $2.06M 0.04% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,733 shares; 2024Q4: 24,537 shares; 2025Q1: 24,537 shares; 2025Q2: 24,609 shares; 2025Q3: 24,846 shares; 2025Q4: 24,847 shares; 2026Q1: 24,537 shares 24,537 $2.02M 0.04% -310 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,166 shares; 2025Q2: 28,257 shares; 2025Q3: 29,249 shares; 2025Q4: 28,804 shares; 2026Q1: 29,373 shares 29,373 $1.99M 0.04% +569 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,831 shares; 2024Q4: 50,831 shares; 2025Q1: 51,047 shares; 2025Q2: 50,831 shares; 2025Q3: 50,831 shares; 2025Q4: 50,831 shares; 2026Q1: 50,831 shares 50,831 $1.98M 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,500 shares; 2025Q1: 6,339 shares; 2025Q2: 6,287 shares; 2025Q3: 6,182 shares; 2025Q4: 6,219 shares; 2026Q1: 6,005 shares 6,005 $1.98M 0.04% -214 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,757 shares; 2025Q1: 5,780 shares; 2025Q2: 5,905 shares; 2025Q3: 5,508 shares; 2025Q4: 6,087 shares; 2026Q1: 6,357 shares 6,357 $1.97M 0.04% +270 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,809 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,777 shares; 2025Q4: 6,643 shares; 2026Q1: 6,459 shares 6,459 $1.93M 0.04% -184 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 7,801 shares; 2025Q1: 8,157 shares; 2025Q2: 7,759 shares; 2025Q3: 7,937 shares; 2025Q4: 7,934 shares; 2026Q1: 7,942 shares 7,942 $1.93M 0.04% +8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,699 shares; 2024Q4: 25,891 shares; 2025Q1: 24,499 shares; 2025Q2: 24,943 shares; 2025Q3: 25,353 shares; 2025Q4: 24,881 shares; 2026Q1: 24,819 shares 24,819 $1.93M 0.04% -62 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 8,358 shares; 2025Q1: 6,680 shares; 2025Q2: 7,458 shares; 2025Q3: 10,538 shares; 2025Q4: 10,569 shares; 2026Q1: 10,538 shares 10,538 $1.92M 0.04% -31 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,292 shares; 2025Q1: 3,337 shares; 2025Q2: 3,376 shares; 2025Q3: 3,237 shares; 2025Q4: 6,528 shares; 2026Q1: 6,640 shares 6,640 $1.91M 0.04% +112 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 26,608 shares; 2025Q1: 26,489 shares; 2025Q2: 27,039 shares; 2025Q3: 28,528 shares; 2025Q4: 27,841 shares; 2026Q1: 29,863 shares 29,863 $1.85M 0.04% +2,022 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 19,477 shares; 2025Q1: 19,472 shares; 2025Q2: 20,142 shares; 2025Q3: 20,139 shares; 2025Q4: 20,142 shares; 2026Q1: 19,739 shares 19,739 $1.78M 0.04% -403 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,082 shares; 2025Q2: 9,182 shares; 2025Q3: 31,909 shares; 2025Q4: 7,547 shares; 2026Q1: 45,227 shares 45,227 $1.74M 0.04% +37,680 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,168 shares; 2025Q1: 5,158 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 5,173 shares; 2026Q1: 5,150 shares 5,150 $1.65M 0.04% -23 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,258 shares; 2024Q4: 24,094 shares; 2025Q1: 24,094 shares; 2025Q2: 24,094 shares; 2025Q3: 24,094 shares; 2025Q4: 24,094 shares; 2026Q1: 24,094 shares 24,094 $1.65M 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 6,596 shares; 2025Q1: 6,142 shares; 2025Q2: 8,769 shares; 2025Q3: 8,745 shares; 2025Q4: 8,748 shares; 2026Q1: 5,930 shares 5,930 $1.6M 0.03% -2,818 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,449 shares; 2025Q1: 12,449 shares; 2025Q2: 15,018 shares; 2025Q3: 15,018 shares; 2025Q4: 30,188 shares; 2026Q1: 30,036 shares 30,036 $1.56M 0.03% -152 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 2,113 shares; 2025Q1: 2,098 shares; 2025Q2: 2,103 shares; 2025Q3: 2,125 shares; 2025Q4: 2,219 shares; 2026Q1: 2,137 shares 2,137 $1.51M 0.03% -82 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,606 shares; 2025Q1: 4,619 shares; 2025Q2: 5,022 shares; 2025Q3: 5,122 shares; 2025Q4: 5,035 shares; 2026Q1: 5,019 shares 5,019 $1.42M 0.03% -16 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 47,593 shares; 2025Q1: 47,607 shares; 2025Q2: 40,834 shares; 2025Q3: 46,414 shares; 2025Q4: 46,434 shares; 2026Q1: 46,452 shares 46,452 $1.42M 0.03% +18 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 2,141 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,203 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $1.41M 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,899 shares; 2024Q4: 14,940 shares; 2025Q1: 16,008 shares; 2025Q2: 15,711 shares; 2025Q3: 15,121 shares; 2025Q4: 16,374 shares; 2026Q1: 14,943 shares 14,943 $1.39M 0.03% -1,431 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 8,754 shares; 2025Q1: 8,523 shares; 2025Q2: 8,260 shares; 2025Q3: 8,260 shares; 2025Q4: 8,250 shares; 2026Q1: 8,277 shares 8,277 $1.37M 0.03% +27 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 27,644 shares; 2025Q1: 27,790 shares; 2025Q2: 28,291 shares; 2025Q3: 28,430 shares; 2025Q4: 28,582 shares; 2026Q1: 27,765 shares 27,765 $1.35M 0.03% -817 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,286 shares; 2025Q1: 3,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,681 shares; 2025Q4: 2,922 shares; 2026Q1: 2,712 shares 2,712 $1.33M 0.03% -210 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,297 shares; 2025Q4: 5,501 shares; 2026Q1: 5,553 shares 5,553 $1.31M 0.03% +52 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,980 shares; 2024Q4: 34,234 shares; 2025Q1: 34,642 shares; 2025Q2: 34,382 shares; 2025Q3: 36,812 shares; 2025Q4: 40,679 shares; 2026Q1: 25,897 shares 25,897 $1.3M 0.03% -14,782 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,473 shares; 2025Q1: 3,413 shares; 2025Q2: 3,949 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares 3,909 $1.28M 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,495 shares; 2025Q1: 4,459 shares; 2025Q2: 6,564 shares; 2025Q3: 6,643 shares; 2025Q4: 6,534 shares; 2026Q1: 6,506 shares 6,506 $1.26M 0.03% -28 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,500 shares; 2025Q1: 1,484 shares; 2025Q2: 1,475 shares; 2025Q3: 1,488 shares; 2025Q4: 1,528 shares; 2026Q1: 1,488 shares 1,488 $1.26M 0.03% -40 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,369 shares; 2025Q1: 11,469 shares; 2025Q2: 10,311 shares; 2025Q3: 10,311 shares; 2025Q4: 20,522 shares; 2026Q1: 20,522 shares 20,522 $1.25M 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,936 shares; 2025Q1: 3,720 shares; 2025Q2: 3,469 shares; 2025Q3: 3,589 shares; 2025Q4: 3,592 shares; 2026Q1: 3,554 shares 3,554 $1.25M 0.03% -38 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $1.24M 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,285 shares; 2025Q3: 4,085 shares; 2025Q4: 4,085 shares; 2026Q1: 4,067 shares 4,067 $1.24M 0.03% -18 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 12,604 shares 12,604 $1.23M 0.03% +1,275 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,805 shares; 2025Q1: 4,975 shares; 2025Q2: 4,861 shares; 2025Q3: 4,856 shares; 2025Q4: 7,588 shares; 2026Q1: 7,590 shares 7,590 $1.21M 0.03% +2 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 11,949 shares; 2025Q1: 11,949 shares; 2025Q2: 12,418 shares; 2025Q3: 12,534 shares; 2025Q4: 12,418 shares; 2026Q1: 12,353 shares 12,353 $1.19M 0.03% -65 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,117 shares; 2025Q1: 2,726 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares; 2025Q4: 4,483 shares; 2026Q1: 4,527 shares 4,527 $1.19M 0.03% +44 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,143 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares; 2026Q1: 10,423 shares 10,423 $1.18M 0.03% +280 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares 1,879 $1.16M 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 15,206 shares; 2025Q1: 19,380 shares; 2025Q2: 17,129 shares; 2025Q3: 17,290 shares; 2025Q4: 18,232 shares; 2026Q1: 17,148 shares 17,148 $1.16M 0.02% -1,084 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,916 shares; 2025Q1: 4,918 shares; 2025Q2: 5,192 shares; 2025Q3: 5,354 shares; 2025Q4: 5,251 shares; 2026Q1: 5,109 shares 5,109 $1.15M 0.02% -142 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 8,943 shares; 2025Q1: 9,969 shares; 2025Q2: 8,530 shares; 2025Q3: 8,612 shares; 2025Q4: 9,020 shares; 2026Q1: 9,235 shares 9,235 $1.15M 0.02% +215 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,000 shares; 2025Q1: 112,500 shares; 2025Q2: 112,500 shares; 2025Q3: 128,000 shares; 2025Q4: 132,000 shares; 2026Q1: 79,000 shares 79,000 $1.12M 0.02% -53,000 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,050 shares; 2025Q1: 7,984 shares; 2025Q2: 8,542 shares; 2025Q3: 8,603 shares; 2025Q4: 8,563 shares; 2026Q1: 8,506 shares 8,506 $1.11M 0.02% -57 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 57,077 shares; 2025Q1: 40,332 shares; 2025Q2: 40,809 shares; 2025Q3: 40,974 shares; 2025Q4: 43,160 shares; 2026Q1: 40,974 shares 40,974 $1.05M 0.02% -2,186 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 5,720 shares; 2025Q1: 5,600 shares; 2025Q2: 5,793 shares; 2025Q3: 5,845 shares; 2025Q4: 6,576 shares; 2026Q1: 6,531 shares 6,531 $1.05M 0.02% -45 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,700 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,620 shares 5,620 $1.02M 0.02% -372 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 7,342 shares; 2026Q1: 6,966 shares 6,966 $1.01M 0.02% -376 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,518 shares; 2025Q1: 4,436 shares; 2025Q2: 4,834 shares; 2025Q3: 4,869 shares; 2025Q4: 4,912 shares; 2026Q1: 4,893 shares 4,893 $995K 0.02% -19 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 15,583 shares; 2025Q1: 15,860 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares; 2025Q4: 17,437 shares; 2026Q1: 17,447 shares 17,447 $987K 0.02% +10 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 23,168 shares; 2025Q1: 23,168 shares; 2025Q2: 23,168 shares; 2025Q3: 23,168 shares; 2025Q4: 23,168 shares; 2026Q1: 23,168 shares 23,168 $978K 0.02% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,546 shares; 2025Q1: 18,744 shares; 2025Q2: 22,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares; 2026Q1: 42,046 shares 42,046 $970K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,678 shares; 2025Q3: 1,703 shares; 2025Q4: 1,727 shares; 2026Q1: 1,716 shares 1,716 $967K 0.02% -11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,166 shares; 2025Q3: 1,191 shares; 2025Q4: 1,169 shares; 2026Q1: 1,105 shares 1,105 $965K 0.02% -64 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,558 shares; 2025Q4: 33,727 shares; 2026Q1: 33,727 shares 33,727 $959K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 5,306 shares; 2025Q1: 5,200 shares; 2025Q2: 5,317 shares; 2025Q3: 7,520 shares; 2025Q4: 7,409 shares; 2026Q1: 7,345 shares 7,345 $946K 0.02% -64 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,659 shares; 2024Q4: 35,911 shares; 2025Q1: 34,222 shares; 2025Q2: 33,835 shares; 2025Q3: 35,615 shares; 2025Q4: 32,589 shares; 2026Q1: 32,620 shares 32,620 $946K 0.02% +31 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,286 shares; 2025Q1: 3,407 shares; 2025Q2: 3,150 shares; 2025Q3: 3,161 shares; 2025Q4: 3,361 shares; 2026Q1: 4,740 shares 4,740 $943K 0.02% +1,379 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,657 shares; 2025Q1: 3,632 shares; 2025Q2: 3,833 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,688 shares 3,688 $915K 0.02% +56 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 11,156 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 5,536 shares; 2026Q1: 5,383 shares 5,383 $909K 0.02% -153 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,741 shares; 2025Q4: 2,795 shares; 2026Q1: 2,728 shares 2,728 $896K 0.02% -67 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,817 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 5,699 shares; 2026Q1: 11,564 shares 11,564 $892K 0.02% +5,865 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,086 shares; 2025Q1: 1,075 shares; 2025Q2: 1,176 shares; 2025Q3: 1,170 shares; 2025Q4: 1,875 shares; 2026Q1: 1,739 shares 1,739 $869K 0.02% -136 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 13,028 shares; 2025Q1: 13,028 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,695 shares; 2026Q1: 12,753 shares 12,753 $843K 0.02% +58 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; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,581 shares; 2025Q1: 6,278 shares; 2025Q2: 6,228 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,740 shares 5,740 $842K 0.02% +19 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: 12,279 shares; 2025Q1: 11,132 shares; 2025Q2: 11,247 shares; 2025Q3: 11,565 shares; 2025Q4: 11,184 shares; 2026Q1: 11,009 shares 11,009 $837K 0.02% -175 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares; 2026Q1: 9,010 shares 9,010 $836K 0.02% +1,144 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 17,106 shares; 2025Q1: 17,106 shares; 2025Q2: 17,106 shares; 2025Q3: 17,106 shares; 2025Q4: 17,281 shares; 2026Q1: 17,106 shares 17,106 $834K 0.02% -175 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares 5,448 $825K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 17,080 shares; 2025Q1: 17,052 shares; 2025Q2: 17,529 shares; 2025Q3: 16,915 shares; 2025Q4: 16,915 shares; 2026Q1: 16,605 shares 16,605 $820K 0.02% -310 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,552 shares; 2025Q1: 4,131 shares; 2025Q2: 2,477 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,708 shares 2,708 $818K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,661 shares; 2025Q1: 4,717 shares; 2025Q2: 4,732 shares; 2025Q3: 4,685 shares; 2025Q4: 4,783 shares; 2026Q1: 4,316 shares 4,316 $818K 0.02% -467 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,510 shares; 2024Q4: 28,043 shares; 2025Q1: 27,882 shares; 2025Q2: 28,891 shares; 2025Q3: 29,181 shares; 2025Q4: 29,043 shares; 2026Q1: 28,885 shares 28,885 $811K 0.02% -158 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,834 shares; 2024Q4: 12,210 shares; 2025Q1: 10,256 shares; 2025Q2: 10,467 shares; 2025Q3: 10,626 shares; 2025Q4: 8,477 shares; 2026Q1: 8,477 shares 8,477 $805K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,869 shares; 2024Q4: 12,489 shares; 2025Q1: 11,548 shares; 2025Q2: 11,391 shares; 2025Q3: 12,119 shares; 2025Q4: 12,219 shares; 2026Q1: 12,129 shares 12,129 $800K 0.02% -90 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,883 shares; 2025Q1: 3,912 shares; 2025Q2: 3,940 shares; 2025Q3: 3,968 shares; 2025Q4: 3,887 shares; 2026Q1: 3,812 shares 3,812 $792K 0.02% -75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,613 shares; 2025Q1: 3,582 shares; 2025Q2: 3,671 shares; 2025Q3: 3,679 shares; 2025Q4: 3,758 shares; 2026Q1: 3,738 shares 3,738 $778K 0.02% -20 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 8,313 shares; 2026Q1: 8,300 shares 8,300 $776K 0.02% -13 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,573 shares; 2025Q1: 20,095 shares; 2025Q2: 20,095 shares; 2025Q3: 20,095 shares; 2025Q4: 20,095 shares; 2026Q1: 20,095 shares 20,095 $774K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,928 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares; 2026Q1: 2,803 shares 2,803 $771K 0.02% +1 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; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 6,512 shares; 2025Q3: 6,587 shares; 2025Q4: 6,703 shares; 2026Q1: 8,160 shares 8,160 $767K 0.02% +1,457 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,648 shares; 2025Q3: 1,642 shares; 2025Q4: 1,653 shares; 2026Q1: 1,642 shares 1,642 $761K 0.02% -11 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,008 shares 30,008 $743K 0.02% new Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $738K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 57 shares; 2025Q3: 51 shares; 2025Q4: 188 shares; 2026Q1: 174 shares 174 $733K 0.02% -14 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,889 shares; 2025Q1: 3,845 shares; 2025Q2: 3,951 shares; 2025Q3: 3,836 shares; 2025Q4: 6,662 shares; 2026Q1: 6,662 shares 6,662 $726K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,567 shares; 2025Q1: 4,117 shares; 2025Q2: 2,760 shares; 2025Q3: 3,324 shares; 2025Q4: 7,858 shares; 2026Q1: 8,006 shares 8,006 $725K 0.02% +148 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,992 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,819 shares; 2025Q4: 4,849 shares; 2026Q1: 4,819 shares 4,819 $700K 0.01% -30 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,475 shares; 2025Q1: 13,475 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,475 shares; 2026Q1: 13,475 shares 13,475 $700K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,953 shares; 2025Q4: 2,244 shares; 2026Q1: 2,053 shares 2,053 $694K 0.01% -191 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,481 shares; 2026Q1: 2,476 shares 2,476 $691K 0.01% -5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 5,361 shares; 2025Q1: 5,436 shares; 2025Q2: 5,829 shares; 2025Q3: 5,835 shares; 2025Q4: 6,168 shares; 2026Q1: 6,055 shares 6,055 $687K 0.01% -113 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,288 shares; 2025Q2: 5,965 shares; 2025Q3: 5,499 shares; 2025Q4: 5,634 shares; 2026Q1: 5,176 shares 5,176 $678K 0.01% -458 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,637 shares 4,637 $677K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,111 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares 1,639 $668K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,621 shares; 2025Q1: 5,093 shares; 2025Q2: 5,361 shares; 2025Q3: 5,236 shares; 2025Q4: 5,130 shares; 2026Q1: 5,005 shares 5,005 $661K 0.01% -125 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,600 shares; 2025Q2: 3,508 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares 3,514 $648K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,889 shares 1,889 $646K 0.01% +988 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,913 shares; 2025Q1: 1,992 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,868 shares; 2026Q1: 1,853 shares 1,853 $640K 0.01% -15 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $630K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,214 shares; 2025Q1: 4,577 shares; 2025Q2: 4,214 shares; 2025Q3: 4,219 shares; 2025Q4: 3,003 shares; 2026Q1: 3,172 shares 3,172 $622K 0.01% +169 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,056 shares; 2025Q3: 5,047 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $616K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 8,422 shares; 2025Q1: 8,130 shares; 2025Q2: 7,566 shares; 2025Q3: 7,466 shares; 2025Q4: 7,486 shares; 2026Q1: 8,275 shares 8,275 $615K 0.01% +789 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,309 shares; 2025Q1: 2,351 shares; 2025Q2: 2,699 shares; 2025Q3: 2,878 shares; 2025Q4: 2,831 shares; 2026Q1: 2,602 shares 2,602 $615K 0.01% -229 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares 7,961 $598K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $591K 0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,157 shares; 2025Q4: 11,314 shares; 2026Q1: 11,314 shares 11,314 $587K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,718 shares; 2025Q1: 4,654 shares; 2025Q2: 5,741 shares; 2025Q3: 5,745 shares; 2025Q4: 5,677 shares; 2026Q1: 5,104 shares 5,104 $587K 0.01% -573 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 6,689 shares; 2025Q1: 5,988 shares; 2025Q2: 6,562 shares; 2025Q3: 6,633 shares; 2025Q4: 6,748 shares; 2026Q1: 6,088 shares 6,088 $587K 0.01% -660 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,282 shares; 2025Q1: 2,294 shares; 2025Q2: 2,353 shares; 2025Q3: 2,353 shares; 2025Q4: 2,398 shares; 2026Q1: 2,535 shares 2,535 $583K 0.01% +137 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,348 shares; 2024Q4: 13,774 shares; 2025Q1: 11,917 shares; 2025Q2: 12,069 shares; 2025Q3: 12,022 shares; 2025Q4: 9,667 shares; 2026Q1: 7,667 shares 7,667 $571K 0.01% -2,000 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,653 shares; 2025Q1: 7,132 shares; 2025Q2: 7,571 shares; 2025Q3: 7,878 shares; 2025Q4: 7,830 shares; 2026Q1: 7,165 shares 7,165 $570K 0.01% -665 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,333 shares; 2025Q4: 1,339 shares; 2026Q1: 1,304 shares 1,304 $555K 0.01% -35 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 2,361 shares; 2025Q2: 2,342 shares; 2025Q3: 2,396 shares; 2025Q4: 2,418 shares; 2026Q1: 2,264 shares 2,264 $550K 0.01% -154 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,001 shares; 2025Q1: 2,045 shares; 2025Q2: 3,046 shares; 2025Q3: 3,055 shares; 2025Q4: 3,961 shares; 2026Q1: 3,845 shares 3,845 $548K 0.01% -116 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 5,003 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares; 2026Q1: 5,007 shares 5,007 $542K 0.01% -29 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 2,843 shares; 2025Q2: 3,056 shares; 2025Q3: 3,308 shares; 2025Q4: 3,088 shares; 2026Q1: 2,733 shares 2,733 $542K 0.01% -355 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares; 2025Q4: 4,294 shares; 2026Q1: 5,781 shares 5,781 $535K 0.01% +1,487 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; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,345 shares; 2025Q1: 3,310 shares; 2025Q2: 3,496 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares 3,305 $535K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 15,409 shares; 2025Q1: 13,737 shares; 2025Q2: 14,257 shares; 2025Q3: 12,886 shares; 2025Q4: 12,066 shares; 2026Q1: 12,009 shares 12,009 $530K 0.01% -57 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 979 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,166 shares; 2025Q4: 1,330 shares; 2026Q1: 1,357 shares 1,357 $530K 0.01% +27 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 978 shares; 2025Q4: 4,825 shares; 2026Q1: 5,064 shares 5,064 $529K 0.01% +239 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,567 shares; 2025Q1: 3,904 shares; 2025Q2: 3,568 shares; 2025Q3: 3,710 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares 3,574 $529K 0.01% 0 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,449 shares; 2024Q4: 137,449 shares; 2025Q1: 137,449 shares; 2025Q2: 137,449 shares; 2025Q3: 21,127 shares; 2025Q4: 83,922 shares; 2026Q1: 126,223 shares 126,223 $529K 0.01% +42,301 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,843 shares; 2026Q1: 11,843 shares 11,843 $528K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 15,160 shares; 2025Q1: 15,180 shares; 2025Q2: 15,200 shares; 2025Q3: 15,220 shares; 2025Q4: 15,238 shares; 2026Q1: 15,259 shares 15,259 $526K 0.01% +21 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,176 shares 8,176 $524K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,141 shares; 2024Q4: 15,304 shares; 2025Q1: 15,357 shares; 2025Q2: 15,149 shares; 2025Q3: 14,754 shares; 2025Q4: 17,013 shares; 2026Q1: 16,308 shares 16,308 $522K 0.01% -705 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,178 shares; 2025Q4: 5,930 shares; 2026Q1: 5,916 shares 5,916 $522K 0.01% -14 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,939 shares; 2024Q4: 9,493 shares; 2025Q1: 9,169 shares; 2025Q2: 9,123 shares; 2025Q3: 9,225 shares; 2025Q4: 8,774 shares; 2026Q1: 8,579 shares 8,579 $520K 0.01% -195 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares 2,306 $518K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,919 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,869 shares; 2025Q4: 1,930 shares; 2026Q1: 1,706 shares 1,706 $516K 0.01% -224 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,150 shares; 2025Q1: 20,996 shares; 2025Q2: 15,560 shares; 2025Q3: 9,446 shares; 2025Q4: 9,446 shares; 2026Q1: 9,749 shares 9,749 $507K 0.01% +303 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,494 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $505K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares 4,521 $496K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 5,899 shares; 2025Q1: 5,847 shares; 2025Q2: 6,529 shares; 2025Q3: 6,316 shares; 2025Q4: 6,381 shares; 2026Q1: 5,401 shares 5,401 $484K 0.01% -980 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 19,267 shares; 2025Q3: 19,116 shares; 2025Q4: 18,627 shares; 2026Q1: 12,140 shares 12,140 $480K 0.01% -6,487 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,528 shares; 2025Q1: 1,529 shares; 2025Q2: 1,560 shares; 2025Q3: 1,566 shares; 2025Q4: 2,704 shares; 2026Q1: 2,356 shares 2,356 $479K 0.01% -348 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,454 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares; 2026Q1: 2,276 shares 2,276 $478K 0.01% -259 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,525 shares; 2025Q2: 3,477 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,986 shares 3,986 $473K 0.01% +35 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $466K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 10,903 shares; 2025Q1: 9,995 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 10,378 shares; 2026Q1: 10,017 shares 10,017 $460K 0.01% -361 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 7,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 9,002 shares; 2026Q1: 9,002 shares 9,002 $452K 0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $451K 0.01% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 17,415 shares; 2025Q2: 17,415 shares; 2025Q3: 17,415 shares; 2025Q4: 17,415 shares; 2026Q1: 17,415 shares 17,415 $442K 0.01% 0 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,629 shares; 2025Q4: 71,629 shares; 2026Q1: 71,629 shares 71,629 $438K 0.01% 0 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 9,181 shares; 2025Q1: 8,941 shares; 2025Q2: 9,288 shares; 2025Q3: 9,288 shares; 2025Q4: 9,288 shares; 2026Q1: 9,288 shares 9,288 $433K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 7,300 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares; 2026Q1: 5,270 shares 5,270 $431K 0.01% -1,995 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,365 shares 5,365 $429K 0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,147 shares; 2025Q4: 1,450 shares; 2026Q1: 1,250 shares 1,250 $422K 0.01% -200 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,956 shares; 2026Q1: 1,929 shares 1,929 $418K 0.01% -27 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $417K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $410K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 885 shares; 2025Q1: 862 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 817 shares 817 $405K 0.01% -78 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares; 2026Q1: 8,363 shares 8,363 $405K 0.01% +3,000 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,373 shares; 2025Q1: 15,643 shares; 2025Q2: 12,164 shares; 2025Q3: 12,211 shares; 2025Q4: 12,325 shares; 2026Q1: 12,214 shares 12,214 $402K 0.01% -111 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,673 shares; 2025Q3: 5,673 shares; 2025Q4: 5,673 shares; 2026Q1: 5,673 shares 5,673 $402K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,886 shares; 2025Q1: 5,833 shares; 2025Q2: 5,839 shares; 2025Q3: 5,840 shares; 2025Q4: 5,851 shares; 2026Q1: 6,057 shares 6,057 $401K 0.01% +206 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,725 shares; 2026Q1: 12,566 shares 12,566 $400K 0.01% -2,159 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 3,575 shares 3,575 $398K 0.01% +1,507 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares; 2026Q1: 4,086 shares 4,086 $395K 0.01% +10 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,078 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares 2,002 $389K 0.01% 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; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,607 shares; 2025Q1: 6,929 shares; 2025Q2: 7,507 shares; 2025Q3: 7,508 shares; 2025Q4: 7,506 shares; 2026Q1: 6,755 shares 6,755 $389K 0.01% -751 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,821 shares; 2025Q1: 3,860 shares; 2025Q2: 3,904 shares; 2025Q3: 3,855 shares; 2025Q4: 3,858 shares; 2026Q1: 4,022 shares 4,022 $386K 0.01% +164 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares; 2026Q1: 8,480 shares 8,480 $384K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 6,298 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares 5,888 $381K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,030 shares; 2025Q1: 2,256 shares; 2025Q2: 2,371 shares; 2025Q3: 2,298 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares 2,093 $381K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares; 2025Q4: 9,324 shares; 2026Q1: 9,396 shares 9,396 $380K 0.01% +72 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,939 shares; 2025Q1: 5,874 shares; 2025Q2: 5,468 shares; 2025Q3: 6,601 shares; 2025Q4: 7,241 shares; 2026Q1: 7,120 shares 7,120 $376K 0.01% -121 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,348 shares; 2025Q1: 5,394 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,553 shares; 2026Q1: 5,348 shares 5,348 $376K 0.01% -205 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,597 shares; 2025Q1: 19,601 shares; 2025Q2: 19,596 shares; 2025Q3: 19,599 shares; 2025Q4: 19,602 shares; 2026Q1: 19,607 shares 19,607 $376K 0.01% +5 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: 7,734 shares; 2025Q2: 7,833 shares; 2025Q3: 8,360 shares; 2025Q4: 8,135 shares; 2026Q1: 7,669 shares 7,669 $375K 0.01% -466 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 13,771 shares; 2025Q1: 14,239 shares; 2025Q2: 14,974 shares; 2025Q3: 15,173 shares; 2025Q4: 17,982 shares; 2026Q1: 12,962 shares 12,962 $372K 0.01% -5,020 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 299 shares; 2026Q1: 281 shares 281 $371K 0.01% -18 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares 2,331 $369K 0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 24,088 shares; 2025Q1: 24,088 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares; 2025Q4: 24,088 shares; 2026Q1: 24,088 shares 24,088 $366K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,143 shares; 2025Q3: 2,153 shares; 2025Q4: 2,138 shares; 2026Q1: 2,109 shares 2,109 $366K 0.01% -29 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 4,057 shares; 2025Q4: 4,056 shares; 2026Q1: 4,264 shares 4,264 $363K 0.01% +208 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,953 shares; 2025Q1: 5,055 shares; 2025Q2: 5,059 shares; 2025Q3: 5,078 shares; 2025Q4: 5,762 shares; 2026Q1: 6,124 shares 6,124 $363K 0.01% +362 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares; 2026Q1: 7,124 shares 7,124 $360K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,557 shares; 2026Q1: 6,557 shares 6,557 $358K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares 7,422 $356K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 7,667 shares; 2025Q1: 7,667 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 7,667 shares 7,667 $350K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,613 shares; 2024Q4: 16,645 shares; 2025Q1: 14,613 shares; 2025Q2: 14,613 shares; 2025Q3: 15,079 shares; 2025Q4: 14,613 shares; 2026Q1: 14,613 shares 14,613 $346K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,740 shares; 2025Q3: 1,698 shares; 2025Q4: 1,904 shares; 2026Q1: 1,876 shares 1,876 $338K 0.01% -28 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,781 shares; 2025Q2: 3,646 shares; 2025Q3: 3,760 shares; 2025Q4: 3,981 shares; 2026Q1: 3,619 shares 3,619 $337K 0.01% -362 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $334K 0.01% 0 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $329K 0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,188 shares; 2025Q1: 8,188 shares; 2025Q2: 8,188 shares; 2025Q3: 8,188 shares; 2025Q4: 4,711 shares; 2026Q1: 4,987 shares 4,987 $325K 0.01% +276 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $324K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $323K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares 1,586 $323K 0.01% 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; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 965 shares; 2025Q1: 955 shares; 2025Q2: 1,014 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 889 shares 889 $317K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,207 shares; 2025Q1: 2,228 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,021 shares; 2026Q1: 2,005 shares 2,005 $315K 0.01% -16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 6,919 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,357 shares 6,357 $312K 0.01% -310 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,241 shares; 2026Q1: 2,621 shares 2,621 $311K 0.01% -620 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 5,478 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: 5,478 shares; 2026Q1: 4,212 shares 4,212 $307K 0.01% -1,266 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 5,286 shares; 2025Q1: 3,786 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,786 shares; 2026Q1: 3,786 shares 3,786 $306K 0.01% 0 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,284 shares; 2025Q1: 11,284 shares; 2025Q2: 35,936 shares; 2025Q3: 33,636 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $301K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares 2,846 $291K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,086 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 6,695 shares; 2025Q4: 4,368 shares; 2026Q1: 3,924 shares 3,924 $289K 0.01% -444 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,286 shares; 2025Q1: 2,150 shares; 2025Q2: 2,630 shares; 2025Q3: 2,566 shares; 2025Q4: 2,616 shares; 2026Q1: 2,617 shares 2,617 $289K 0.01% +1 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,181 shares; 2026Q1: 11,421 shares 11,421 $287K 0.01% -1,760 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 534 shares 534 $287K 0.01% -26 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $287K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 717 shares; 2025Q3: 642 shares; 2025Q4: 685 shares; 2026Q1: 620 shares 620 $286K 0.01% -65 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 11,430 shares; 2025Q4: 10,773 shares; 2026Q1: 10,714 shares 10,714 $282K 0.01% -59 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,291 shares; 2025Q4: 7,291 shares; 2026Q1: 7,342 shares 7,342 $280K 0.01% +51 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 91 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 82 shares 82 $277K 0.01% -11 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares 2,002 $277K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,024 shares; 2026Q1: 1,112 shares 1,112 $275K 0.01% +88 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 936 shares 936 $272K 0.01% -14 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,065 shares; 2025Q1: 987 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $271K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 2,975 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,919 shares 2,919 $269K 0.01% -26 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $269K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $268K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,010 shares 3,010 $261K 0.01% +7 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares 2,001 $260K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,979 shares; 2025Q1: 1,860 shares; 2025Q2: 1,783 shares; 2025Q3: 1,806 shares; 2025Q4: 1,770 shares; 2026Q1: 1,745 shares 1,745 $251K 0.01% -25 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares; 2026Q1: 3,500 shares 3,500 $245K 0.01% -53 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares 1,513 $241K 0.01% 0 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,530 shares; 2024Q4: 34,530 shares; 2025Q1: 34,530 shares; 2025Q2: 34,530 shares; 2025Q3: 34,530 shares; 2025Q4: 34,530 shares; 2026Q1: 34,530 shares 34,530 $241K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares 2,860 $239K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,341 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,339 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares 4,228 $238K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,090 shares; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares; 2026Q1: 5,090 shares 5,090 $238K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 200 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 205 shares 205 $238K 0.01% -3 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,576 shares; 2025Q1: 9,683 shares; 2025Q2: 9,636 shares; 2025Q3: 9,627 shares; 2025Q4: 9,576 shares; 2026Q1: 9,576 shares 9,576 $234K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 557 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 538 shares 538 $233K <0.01% -13 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,912 shares 2,912 $233K <0.01% +324 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,632 shares 1,632 $233K <0.01% +1 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares 818 $231K <0.01% new Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $226K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $224K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,796 shares; 2025Q3: 5,146 shares; 2025Q4: 4,899 shares; 2026Q1: 4,796 shares 4,796 $222K <0.01% -103 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,645 shares; 2026Q1: 1,347 shares 1,347 $222K <0.01% -298 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403 $221K <0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares; 2026Q1: 3,648 shares 3,648 $220K <0.01% 0 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,868 shares; 2026Q1: 9,504 shares 9,504 $220K <0.01% -2,364 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,914 shares; 2026Q1: 3,394 shares 3,394 $218K <0.01% -520 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 10,626 shares; 2025Q2: 11,071 shares; 2025Q3: 10,951 shares; 2025Q4: 10,951 shares; 2026Q1: 10,857 shares 10,857 $218K <0.01% -94 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,351 shares; 2025Q3: 1,379 shares; 2025Q4: 1,855 shares; 2026Q1: 1,162 shares 1,162 $217K <0.01% -693 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares 2,954 $215K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 465 shares; 2025Q3: 459 shares; 2025Q4: 522 shares; 2026Q1: 503 shares 503 $214K <0.01% -19 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 727 shares; 2026Q1: 731 shares 731 $213K <0.01% +4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,570 shares; 2026Q1: 1,260 shares 1,260 $213K <0.01% -310 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares 2,549 $211K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 3,066 shares; 2025Q3: 2,779 shares; 2025Q4: 2,976 shares; 2026Q1: 2,974 shares 2,974 $210K <0.01% -2 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $207K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577 $206K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,662 shares 1,662 $205K <0.01% +35 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 7,255 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,188 shares; 2025Q4: 7,232 shares; 2026Q1: 4,814 shares 4,814 $204K <0.01% -2,418 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,946 shares; 2026Q1: 4,924 shares 4,924 $204K <0.01% -1,022 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,023 shares; 2026Q1: 4,027 shares 4,027 $203K <0.01% +4 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,712 shares; 2025Q1: 1,824 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,675 shares; 2026Q1: 1,550 shares 1,550 $203K <0.01% -125 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; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,778 shares; 2025Q3: 11,778 shares; 2025Q4: 11,778 shares; 2026Q1: 11,327 shares 11,327 $199K <0.01% -451 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,579 shares 2,579 $195K <0.01% new 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; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares 2,369 $194K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares 5,112 $193K <0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $193K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 101 shares 101 $193K <0.01% -10 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,422 shares 2,422 $192K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,757 shares 2,757 $192K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $190K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,784 shares; 2026Q1: 1,664 shares 1,664 $190K <0.01% -120 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,131 shares 2,131 $187K <0.01% new Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,605 shares; 2024Q4: 35,727 shares; 2025Q1: 35,890 shares; 2025Q2: 36,042 shares; 2025Q3: 36,199 shares; 2025Q4: 36,391 shares; 2026Q1: 36,634 shares 36,634 $185K <0.01% +243 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,382 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,359 shares; 2025Q4: not reported; 2026Q1: 2,358 shares 2,358 $184K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 7,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 2,097 shares 2,097 $182K <0.01% -79 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $180K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $177K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: 1,555 shares; 2026Q1: 1,006 shares 1,006 $174K <0.01% -549 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 800 shares 800 $173K <0.01% -1,250 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares 1,030 $169K <0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,610 shares 2,610 $168K <0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares 1,878 $168K <0.01% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares 2,023 $165K <0.01% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $163K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $160K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares 409 $157K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,119 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 796 shares 796 $157K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares 2,165 $156K <0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares 615 $153K <0.01% new Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $152K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares 1,380 $151K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares 1,113 $151K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,684 shares 3,684 $151K <0.01% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares 2,415 $150K <0.01% new Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,160 shares 6,160 $150K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares 1,368 $149K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares 621 $149K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 987 shares; 2025Q4: 1,085 shares; 2026Q1: 987 shares 987 $148K <0.01% -98 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares 1,019 $147K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $147K <0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $145K <0.01% new Timeline FBYD FALCONS BEYOND GLOBAL INC More: the full row for FALCONS BEYOND GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,313 shares; 2025Q2: 10,313 shares; 2025Q3: 10,313 shares; 2025Q4: 10,313 shares; 2026Q1: 10,313 shares 10,313 $145K <0.01% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,919 shares 7,919 $145K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 19,900 shares; 2025Q1: 14,400 shares; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,090 shares 9,090 $144K <0.01% -310 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,349 shares 6,349 $144K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $143K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares 412 $141K <0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares 2,822 $140K <0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,416 shares 1,416 $139K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares 1,929 $139K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares 1,777 $137K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,912 shares 1,912 $136K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: not reported; 2026Q1: 1,324 shares 1,324 $135K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares 829 $134K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: 379 shares 379 $134K <0.01% new Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,537 shares 3,537 $134K <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,523 shares 8,523 $133K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $133K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares 486 $132K <0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares 1,356 $132K <0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $132K <0.01% new Timeline URE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,146 shares 2,146 $128K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares 352 $128K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 270 shares 270 $128K <0.01% -434 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,622 shares 2,622 $127K <0.01% new Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,854 shares 1,854 $127K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $126K <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares 3,643 $126K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares 171 $125K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,635 shares 2,635 $124K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares 2,389 $123K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382 $122K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares 1,545 $122K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: not reported; 2025Q4: 1,894 shares; 2026Q1: 1,309 shares 1,309 $121K <0.01% -585 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: not reported; 2026Q1: 2,121 shares 2,121 $120K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares 1,524 $120K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares 1,440 $119K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,748 shares 1,748 $119K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $119K <0.01% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $118K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $118K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $117K <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: not reported; 2026Q1: 2,367 shares 2,367 $117K <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,768 shares 3,768 $117K <0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,361 shares 5,361 $115K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares 995 $115K <0.01% new Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,187 shares 2,187 $114K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,569 shares 4,569 $114K <0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares 622 $113K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $113K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,951 shares 8,951 $112K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares 2,403 $112K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $111K <0.01% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,312 shares 4,312 $111K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381 $111K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,348 shares 2,348 $111K <0.01% new Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $110K <0.01% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,178 shares 2,178 $109K <0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares 2,068 $109K <0.01% new Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,140 shares 5,140 $108K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares 2,442 $108K <0.01% new Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,977 shares 3,977 $108K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares 1,673 $108K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $108K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,260 shares 2,260 $108K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $107K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares 362 $107K <0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,858 shares 8,858 $107K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $107K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares 436 $106K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,394 shares 1,394 $106K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,729 shares 1,729 $106K <0.01% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares 2,055 $105K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $105K <0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $105K <0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,912 shares 2,912 $104K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares 1,454 $104K <0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $104K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $102K <0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares 1,429 $102K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,920 shares 1,920 $101K <0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $101K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares 1,387 $101K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458 shares 458 $100K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares 556 $100K <0.01% new Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,836 shares 3,836 $100K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares 478 $99.9K <0.01% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,250 shares 7,250 $99.8K <0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $99.5K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares 3,769 $98.4K <0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,857 shares 3,857 $97.5K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares 1,310 $95.9K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $95.8K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares 282 $93.9K <0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,648 shares 8,648 $93.7K <0.01% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares 932 $93.1K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares 964 $92.9K <0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 809 shares 809 $92.5K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $91K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $91K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $89.6K <0.01% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $89.4K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $88.6K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares 605 $88.5K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $88K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares 990 $87.6K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91 $87.5K <0.01% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $87.5K <0.01% new Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: not reported; 2026Q1: 17,500 shares 17,500 $87.3K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $86.9K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares 1,890 $86.6K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,470 shares; 2025Q1: 1,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares 828 $85.8K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,780 shares 3,780 $85.8K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares 327 $85.1K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares 665 $84.9K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $84.9K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $84.7K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares 964 $84.5K <0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,717 shares 3,717 $84.3K <0.01% new Timeline