BIL 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: 2,937 shares; 2026Q1: 132,585 shares 132,585 $12.2M 9.73% +129,648 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: 9,592 shares; 2024Q4: 8,858 shares; 2025Q1: 8,936 shares; 2025Q2: 8,899 shares; 2025Q3: 8,868 shares; 2025Q4: 9,158 shares; 2026Q1: 9,310 shares 9,310 $8.56M 6.86% +152 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: 30,489 shares; 2024Q4: 30,670 shares; 2025Q1: 29,581 shares; 2025Q2: 29,203 shares; 2025Q3: 29,037 shares; 2025Q4: 28,290 shares; 2026Q1: 26,175 shares 26,175 $6.64M 5.32% -2,115 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: 23,973 shares; 2024Q4: 22,940 shares; 2025Q1: 23,241 shares; 2025Q2: 22,943 shares; 2025Q3: 22,874 shares; 2025Q4: 22,467 shares; 2026Q1: 15,835 shares 15,835 $5.86M 4.7% -6,632 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: 18,410 shares; 2024Q4: 18,342 shares; 2025Q1: 19,194 shares; 2025Q2: 19,053 shares; 2025Q3: 18,986 shares; 2025Q4: 19,033 shares; 2026Q1: 19,080 shares 19,080 $5.61M 4.5% +47 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 8,004 shares; 2025Q1: 8,007 shares; 2025Q2: 8,175 shares; 2025Q3: 7,579 shares; 2025Q4: 7,579 shares; 2026Q1: 7,887 shares 7,887 $3.82M 3.06% +308 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,350 shares; 2024Q4: 19,350 shares; 2025Q1: 19,383 shares; 2025Q2: 19,350 shares; 2025Q3: 20,184 shares; 2025Q4: 20,096 shares; 2026Q1: 15,000 shares 15,000 $3.07M 2.46% -5,096 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: 4,246 shares; 2024Q4: 4,244 shares; 2025Q1: 4,242 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 4,164 shares; 2026Q1: 4,165 shares 4,165 $2.71M 2.17% +1 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: 8,655 shares; 2024Q4: 5,097 shares; 2025Q1: 5,028 shares; 2025Q2: 5,028 shares; 2025Q3: 5,028 shares; 2025Q4: 5,282 shares; 2026Q1: 5,282 shares 5,282 $2.27M 1.82% 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: 28,251 shares; 2024Q4: 28,357 shares; 2025Q1: 28,357 shares; 2025Q2: 28,357 shares; 2025Q3: 23,493 shares; 2025Q4: 23,493 shares; 2026Q1: 20,493 shares 20,493 $2.25M 1.8% -3,000 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,680 shares; 2024Q4: 57,680 shares; 2025Q1: 58,324 shares; 2025Q2: 58,324 shares; 2025Q3: 38,883 shares; 2025Q4: 38,883 shares; 2026Q1: 45,583 shares 45,583 $2.14M 1.71% +6,700 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: 9,320 shares; 2024Q4: 9,316 shares; 2025Q1: 9,433 shares; 2025Q2: 9,270 shares; 2025Q3: 9,223 shares; 2025Q4: 9,209 shares; 2026Q1: 9,676 shares 9,676 $1.87M 1.5% +467 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: 11,589 shares; 2024Q4: 10,820 shares; 2025Q1: 8,796 shares; 2025Q2: 8,085 shares; 2025Q3: 7,209 shares; 2025Q4: 5,681 shares; 2026Q1: 5,972 shares 5,972 $1.85M 1.48% +291 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: 28,902 shares; 2024Q4: 28,942 shares; 2025Q1: 25,510 shares; 2025Q2: 25,194 shares; 2025Q3: 17,150 shares; 2025Q4: 16,166 shares; 2026Q1: 15,053 shares 15,053 $1.81M 1.45% -1,113 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,341 shares; 2024Q4: 19,341 shares; 2025Q1: 19,341 shares; 2025Q2: 19,341 shares; 2025Q3: 19,341 shares; 2025Q4: 19,331 shares; 2026Q1: 19,331 shares 19,331 $1.8M 1.44% 0 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: 8,522 shares; 2024Q4: 4,275 shares; 2025Q1: 5,204 shares; 2025Q2: 6,557 shares; 2025Q3: 7,402 shares; 2025Q4: 7,276 shares; 2026Q1: 8,616 shares 8,616 $1.79M 1.44% +1,340 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,223 shares; 2024Q4: 17,748 shares; 2025Q1: 18,971 shares; 2025Q2: 19,356 shares; 2025Q3: 11,804 shares; 2025Q4: 15,916 shares; 2026Q1: 19,787 shares 19,787 $1.53M 1.23% +3,871 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: 63 shares; 2024Q4: 2,511 shares; 2025Q1: 4,945 shares; 2025Q2: 4,922 shares; 2025Q3: 5,780 shares; 2025Q4: 5,905 shares; 2026Q1: 5,925 shares 5,925 $1.45M 1.16% +20 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,205 shares; 2025Q1: 7,205 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $1.34M 1.08% 0 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,850 shares; 2024Q4: 101,850 shares; 2025Q1: 101,850 shares; 2025Q2: 101,850 shares; 2025Q3: 67,900 shares; 2025Q4: 67,900 shares; 2026Q1: 77,403 shares 77,403 $1.24M 1% +9,503 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 26,880 shares; 2025Q1: 26,880 shares; 2025Q2: 26,880 shares; 2025Q3: 26,880 shares; 2025Q4: 26,880 shares; 2026Q1: 26,880 shares 26,880 $1.24M 1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,416 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,561 shares; 2025Q4: 6,567 shares; 2026Q1: 5,656 shares 5,656 $1.23M 0.99% -911 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 4,253 shares; 2026Q1: 4,084 shares 4,084 $1.17M 0.94% -169 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,673 shares; 2024Q4: 12,173 shares; 2025Q1: 12,158 shares; 2025Q2: 12,173 shares; 2025Q3: 12,173 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares 9,150 $1.16M 0.93% 0 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: 4,805 shares; 2024Q4: 4,791 shares; 2025Q1: 4,970 shares; 2025Q2: 6,078 shares; 2025Q3: 6,051 shares; 2025Q4: 6,350 shares; 2026Q1: 6,815 shares 6,815 $1.16M 0.93% +465 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 751 shares; 2025Q4: 3,116 shares; 2026Q1: 4,532 shares 4,532 $1.14M 0.91% +1,416 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: 10,146 shares; 2024Q4: 10,310 shares; 2025Q1: 10,707 shares; 2025Q2: 10,308 shares; 2025Q3: 10,497 shares; 2025Q4: 11,286 shares; 2026Q1: 12,002 shares 12,002 $1.11M 0.89% +716 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: 9,095 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,087 shares; 2025Q3: 9,087 shares; 2025Q4: 9,087 shares; 2026Q1: 4,516 shares 4,516 $1.09M 0.88% -4,571 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: 14,911 shares; 2024Q4: 12,512 shares; 2025Q1: 9,047 shares; 2025Q2: 7,217 shares; 2025Q3: 7,158 shares; 2025Q4: 7,136 shares; 2026Q1: 7,038 shares 7,038 $1.09M 0.88% -98 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: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 1,979 shares; 2025Q2: 1,835 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $1.06M 0.85% 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: 200 shares; 2024Q4: 205 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 4,229 shares 4,229 $1.04M 0.84% +4,029 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: 5,362 shares; 2024Q4: 5,307 shares; 2025Q1: 5,540 shares; 2025Q2: 5,430 shares; 2025Q3: 5,375 shares; 2025Q4: 5,481 shares; 2026Q1: 5,028 shares 5,028 $1.04M 0.83% -453 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: 1,600 shares; 2026Q1: 1,610 shares 1,610 $1.02M 0.82% +10 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: 3,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,390 shares; 2025Q2: 3,276 shares; 2025Q3: 3,311 shares; 2025Q4: 3,511 shares; 2026Q1: 3,512 shares 3,512 $1.01M 0.81% +1 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,202 shares; 2025Q1: 11,202 shares; 2025Q2: 11,202 shares; 2025Q3: 11,202 shares; 2025Q4: 11,202 shares; 2026Q1: 11,202 shares 11,202 $991K 0.79% 0 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: 15,681 shares; 2024Q4: 16,745 shares; 2025Q1: 16,577 shares; 2025Q2: 16,085 shares; 2025Q3: 15,825 shares; 2025Q4: 13,484 shares; 2026Q1: 13,451 shares 13,451 $979K 0.78% -33 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: 11,543 shares; 2024Q4: 11,275 shares; 2025Q1: 11,654 shares; 2025Q2: 11,344 shares; 2025Q3: 10,282 shares; 2025Q4: 7,628 shares; 2026Q1: 7,014 shares 7,014 $954K 0.76% -614 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 16,658 shares; 2026Q1: 16,658 shares 16,658 $949K 0.76% 0 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: 2,724 shares; 2024Q4: 3,034 shares; 2025Q1: 2,897 shares; 2025Q2: 2,775 shares; 2025Q3: 2,725 shares; 2025Q4: 3,018 shares; 2026Q1: 3,061 shares 3,061 $893K 0.72% +43 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 2,323 shares; 2026Q1: 2,592 shares 2,592 $876K 0.7% +269 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: 1,242 shares; 2024Q4: 1,247 shares; 2025Q1: 1,327 shares; 2025Q2: 1,205 shares; 2025Q3: 1,206 shares; 2025Q4: 1,382 shares; 2026Q1: 1,389 shares 1,389 $795K 0.64% +7 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: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,422 shares; 2025Q2: 2,868 shares; 2025Q3: 2,796 shares; 2025Q4: 2,816 shares; 2026Q1: 3,718 shares 3,718 $774K 0.62% +902 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: 319 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 6,218 shares; 2026Q1: 6,188 shares 6,188 $770K 0.62% -30 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 1,515 shares; 2026Q1: 5,730 shares 5,730 $761K 0.61% +4,215 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: 12,221 shares; 2024Q4: 12,221 shares; 2025Q1: 12,221 shares; 2025Q2: 10,672 shares; 2025Q3: 10,935 shares; 2025Q4: 10,935 shares; 2026Q1: 10,935 shares 10,935 $749K 0.6% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 1,715 shares; 2026Q1: 8,009 shares 8,009 $739K 0.59% +6,294 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 13,015 shares; 2026Q1: 12,260 shares 12,260 $720K 0.58% -755 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: 747 shares; 2024Q4: 747 shares; 2025Q1: 884 shares; 2025Q2: 856 shares; 2025Q3: 1,372 shares; 2025Q4: 1,407 shares; 2026Q1: 2,052 shares 2,052 $704K 0.56% +645 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: 31 shares; 2024Q4: 39 shares; 2025Q1: 22 shares; 2025Q2: 952 shares; 2025Q3: 1,371 shares; 2025Q4: 1,439 shares; 2026Q1: 2,390 shares 2,390 $647K 0.52% +951 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: 6,355 shares; 2024Q4: 4,632 shares; 2025Q1: 1,561 shares; 2025Q2: 1,520 shares; 2025Q3: 1,505 shares; 2025Q4: 1,509 shares; 2026Q1: 1,022 shares 1,022 $618K 0.49% -487 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 13,765 shares; 2025Q2: 3,470 shares; 2025Q3: 18,223 shares; 2025Q4: 10,085 shares; 2026Q1: 10,065 shares 10,065 $614K 0.49% -20 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: 2,506 shares; 2024Q4: 2,450 shares; 2025Q1: 2,164 shares; 2025Q2: 2,097 shares; 2025Q3: 2,028 shares; 2025Q4: 2,038 shares; 2026Q1: 1,712 shares 1,712 $612K 0.49% -326 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,747 shares; 2025Q2: 2,385 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares 2,455 $609K 0.49% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 9,748 shares 9,748 $587K 0.47% new 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: 2,405 shares; 2024Q4: 2,607 shares; 2025Q1: 2,737 shares; 2025Q2: 2,708 shares; 2025Q3: 2,673 shares; 2025Q4: 2,697 shares; 2026Q1: 1,883 shares 1,883 $585K 0.47% -814 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: 2,876 shares; 2024Q4: 2,861 shares; 2025Q1: 2,946 shares; 2025Q2: 4,267 shares; 2025Q3: 6,389 shares; 2025Q4: 6,573 shares; 2026Q1: 6,838 shares 6,838 $531K 0.42% +265 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: 24,860 shares; 2024Q4: 2,905 shares; 2025Q1: 2,918 shares; 2025Q2: 3,218 shares; 2025Q3: 3,118 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares 2,998 $523K 0.42% 0 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: 698 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 983 shares; 2025Q3: 1,938 shares; 2025Q4: 2,070 shares; 2026Q1: 3,148 shares 3,148 $520K 0.42% +1,078 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: 747 shares; 2024Q4: 646 shares; 2025Q1: 357 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,616 shares 1,616 $518K 0.42% +61 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: 1,558 shares; 2024Q4: 1,557 shares; 2025Q1: 1,690 shares; 2025Q2: 1,500 shares; 2025Q3: 1,474 shares; 2025Q4: 1,489 shares; 2026Q1: 1,528 shares 1,528 $503K 0.4% +39 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 961 shares; 2026Q1: 2,542 shares 2,542 $498K 0.4% +1,581 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: 4,641 shares; 2024Q4: 4,968 shares; 2025Q1: 5,590 shares; 2025Q2: 5,485 shares; 2025Q3: 5,527 shares; 2025Q4: 5,612 shares; 2026Q1: 3,366 shares 3,366 $486K 0.39% -2,246 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 441 shares; 2025Q2: 430 shares; 2025Q3: 1,254 shares; 2025Q4: 1,583 shares; 2026Q1: 1,186 shares 1,186 $474K 0.38% -397 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 1,402 shares; 2025Q3: 1,795 shares; 2025Q4: 1,854 shares; 2026Q1: 2,264 shares 2,264 $473K 0.38% +410 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: 9,649 shares; 2024Q4: 9,961 shares; 2025Q1: 10,657 shares; 2025Q2: 10,229 shares; 2025Q3: 12,812 shares; 2025Q4: 13,291 shares; 2026Q1: 12,274 shares 12,274 $469K 0.38% -1,017 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 8,235 shares; 2025Q2: 8,419 shares; 2025Q3: 14,545 shares; 2025Q4: 16,068 shares; 2026Q1: 16,591 shares 16,591 $453K 0.36% +523 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: 50 shares; 2024Q4: 60 shares; 2025Q1: 55 shares; 2025Q2: 4,338 shares; 2025Q3: 7,820 shares; 2025Q4: 4,129 shares; 2026Q1: 2,271 shares 2,271 $452K 0.36% -1,858 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: 11,677 shares; 2024Q4: 11,860 shares; 2025Q1: 12,521 shares; 2025Q2: 11,302 shares; 2025Q3: 11,093 shares; 2025Q4: 11,355 shares; 2026Q1: 7,754 shares 7,754 $447K 0.36% -3,601 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: 1,368 shares; 2024Q4: 1,373 shares; 2025Q1: 1,454 shares; 2025Q2: 1,430 shares; 2025Q3: 1,410 shares; 2025Q4: 1,414 shares; 2026Q1: 1,495 shares 1,495 $442K 0.35% +81 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 655 shares; 2025Q3: 1,262 shares; 2025Q4: 1,834 shares; 2026Q1: 2,176 shares 2,176 $431K 0.35% +342 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: 5,812 shares; 2024Q4: 5,808 shares; 2025Q1: 6,284 shares; 2025Q2: 4,854 shares; 2025Q3: 4,701 shares; 2025Q4: 4,721 shares; 2026Q1: 4,349 shares 4,349 $423K 0.34% -372 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,545 shares; 2025Q1: 14,050 shares; 2025Q2: 13,734 shares; 2025Q3: 11,981 shares; 2025Q4: 12,154 shares; 2026Q1: 12,282 shares 12,282 $412K 0.33% +128 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 845 shares; 2025Q2: 800 shares; 2025Q3: 1,993 shares; 2025Q4: 2,065 shares; 2026Q1: 3,679 shares 3,679 $410K 0.33% +1,614 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 1,704 shares; 2025Q2: 2,138 shares; 2025Q3: 2,163 shares; 2025Q4: 2,883 shares; 2026Q1: 2,907 shares 2,907 $393K 0.31% +24 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 693 shares; 2025Q3: 2,185 shares; 2025Q4: 2,383 shares; 2026Q1: 2,364 shares 2,364 $386K 0.31% -19 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: 1,783 shares; 2024Q4: 1,798 shares; 2025Q1: 1,918 shares; 2025Q2: 1,887 shares; 2025Q3: 1,861 shares; 2025Q4: 1,909 shares; 2026Q1: 1,884 shares 1,884 $383K 0.31% -25 Timeline CRESY CRESUD S A C I F Y A More: the full row for CRESUD S A C I F Y A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 29,615 shares; 2025Q1: 29,615 shares; 2025Q2: 29,615 shares; 2025Q3: 29,615 shares; 2025Q4: 29,865 shares; 2026Q1: 29,865 shares 29,865 $380K 0.3% 0 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: 1,986 shares; 2024Q4: 1,979 shares; 2025Q1: 2,168 shares; 2025Q2: 4,098 shares; 2025Q3: 4,036 shares; 2025Q4: 4,090 shares; 2026Q1: 8,119 shares 8,119 $377K 0.3% +4,029 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: 4,887 shares; 2024Q4: 5,536 shares; 2025Q1: 6,179 shares; 2025Q2: 6,592 shares; 2025Q3: 6,392 shares; 2025Q4: 6,967 shares; 2026Q1: 7,182 shares 7,182 $361K 0.29% +215 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 105 shares; 2025Q2: 641 shares; 2025Q3: 337 shares; 2025Q4: 397 shares; 2026Q1: 406 shares 406 $355K 0.28% +9 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,568 shares; 2025Q1: 2,684 shares; 2025Q2: 2,571 shares; 2025Q3: 2,522 shares; 2025Q4: 3,230 shares; 2026Q1: 2,970 shares 2,970 $344K 0.28% -260 Timeline XME 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: 33 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 7,087 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares 3,079 $333K 0.27% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 4,217 shares; 2025Q1: 13,181 shares; 2025Q2: 8,737 shares; 2025Q3: 12,414 shares; 2025Q4: 13,841 shares; 2026Q1: 12,395 shares 12,395 $330K 0.26% -1,446 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 7,886 shares; 2025Q3: 8,529 shares; 2025Q4: 2,814 shares; 2026Q1: 4,231 shares 4,231 $328K 0.26% +1,417 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 464 shares; 2026Q1: 1,364 shares 1,364 $316K 0.25% +900 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,806 shares; 2024Q4: 25,806 shares; 2025Q1: 25,806 shares; 2025Q2: 25,806 shares; 2025Q3: 25,806 shares; 2025Q4: 25,806 shares; 2026Q1: 25,806 shares 25,806 $286K 0.23% 0 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,729 shares; 2025Q1: 16,079 shares; 2025Q2: 3,693 shares; 2025Q3: 9,642 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares 7,520 $275K 0.22% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,583 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,786 shares; 2026Q1: 3,583 shares 3,583 $274K 0.22% -203 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: 2,000 shares; 2024Q4: 5,575 shares; 2025Q1: 6,860 shares; 2025Q2: 8,310 shares; 2025Q3: 8,510 shares; 2025Q4: not reported; 2026Q1: 9,170 shares 9,170 $261K 0.21% 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: 1,038 shares; 2024Q4: 1,072 shares; 2025Q1: 1,137 shares; 2025Q2: 1,086 shares; 2025Q3: 1,071 shares; 2025Q4: 1,077 shares; 2026Q1: 991 shares 991 $258K 0.21% -86 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 14,000 shares; 2025Q4: 18,557 shares; 2026Q1: 19,583 shares 19,583 $252K 0.2% +1,026 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: 4,513 shares; 2024Q4: 2,720 shares; 2025Q1: 1,668 shares; 2025Q2: 1,546 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,656 shares 1,656 $244K 0.2% +514 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 1,795 shares; 2025Q1: 4,243 shares; 2025Q2: 2,710 shares; 2025Q3: 2,585 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares 5,170 $237K 0.19% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 2,672 shares; 2025Q1: 2,788 shares; 2025Q2: 2,540 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares; 2026Q1: 3,062 shares 3,062 $212K 0.17% +469 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: 2,295 shares; 2024Q4: 2,301 shares; 2025Q1: 2,478 shares; 2025Q2: 2,494 shares; 2025Q3: 2,544 shares; 2025Q4: 2,559 shares; 2026Q1: 2,325 shares 2,325 $210K 0.17% -234 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 85 shares; 2025Q3: 2,941 shares; 2025Q4: 1,639 shares; 2026Q1: 1,646 shares 1,646 $207K 0.17% +7 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 1,000 shares; 2025Q4: 1,045 shares; 2026Q1: 1,835 shares 1,835 $204K 0.16% +790 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: 5 shares; 2024Q4: 4 shares; 2025Q1: 577 shares; 2025Q2: 692 shares; 2025Q3: 707 shares; 2025Q4: 687 shares; 2026Q1: 798 shares 798 $194K 0.16% +111 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 456 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 672 shares; 2026Q1: 673 shares 673 $191K 0.15% +1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 114 shares; 2025Q1: 118 shares; 2025Q2: 170 shares; 2025Q3: 190 shares; 2025Q4: 420 shares; 2026Q1: 395 shares 395 $189K 0.15% -25 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 767 shares 767 $187K 0.15% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 17 shares; 2025Q2: 658 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 331 shares 331 $182K 0.15% +16 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 6 shares; 2025Q3: 404 shares; 2025Q4: 711 shares; 2026Q1: 207 shares 207 $176K 0.14% -504 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 766 shares; 2026Q1: 1,265 shares 1,265 $168K 0.13% +499 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 560 shares; 2026Q1: 1,720 shares 1,720 $164K 0.13% +1,160 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: 6,092 shares; 2024Q4: 1,679 shares; 2025Q1: 1,587 shares; 2025Q2: 2,821 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $155K 0.12% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares 2,217 $155K 0.12% 0 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 355 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 382 shares; 2026Q1: 388 shares 388 $151K 0.12% +6 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: 3,043 shares; 2024Q4: 3,121 shares; 2025Q1: 3,341 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $150K 0.12% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 540 shares; 2025Q1: 545 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $145K 0.12% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 15,883 shares; 2025Q1: 39,412 shares; 2025Q2: 13,670 shares; 2025Q3: 13,240 shares; 2025Q4: 13,240 shares; 2026Q1: 6,620 shares 6,620 $137K 0.11% -6,620 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: 168 shares; 2024Q4: 220 shares; 2025Q1: 251 shares; 2025Q2: 236 shares; 2025Q3: 219 shares; 2025Q4: 454 shares; 2026Q1: 225 shares 225 $135K 0.11% -229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,002 shares 1,002 $133K 0.11% +1 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257 shares; 2026Q1: 266 shares 266 $132K 0.11% +9 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: 2,151 shares; 2025Q1: 8,968 shares; 2025Q2: 4,418 shares; 2025Q3: 1,706 shares; 2025Q4: 3,109 shares; 2026Q1: 3,405 shares 3,405 $131K 0.1% +296 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,139 shares; 2025Q1: 25,483 shares; 2025Q2: 28,069 shares; 2025Q3: 13,156 shares; 2025Q4: 6,698 shares; 2026Q1: 6,698 shares 6,698 $126K 0.1% 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: 2,809 shares; 2024Q4: 2,779 shares; 2025Q1: 2,919 shares; 2025Q2: 2,502 shares; 2025Q3: 1,564 shares; 2025Q4: 1,090 shares; 2026Q1: 640 shares 640 $124K 0.1% -450 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: 567 shares; 2024Q4: 572 shares; 2025Q1: 717 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 511 shares 511 $121K 0.1% -135 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: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $116K 0.09% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $114K 0.09% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 1,507 shares 1,507 $114K 0.09% new 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: 3,612 shares; 2024Q4: 6,072 shares; 2025Q1: 6,584 shares; 2025Q2: 7,072 shares; 2025Q3: 6,072 shares; 2025Q4: 4,572 shares; 2026Q1: 3,972 shares 3,972 $112K 0.09% -600 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 100 shares; 2025Q2: 245 shares; 2025Q3: 370 shares; 2025Q4: 685 shares; 2026Q1: 600 shares 600 $108K 0.09% -85 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: 2,470 shares; 2024Q4: 2,623 shares; 2025Q1: 1,191 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares 1,828 $98.8K 0.08% 0 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: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,943 shares 1,943 $96.4K 0.08% +73 Timeline 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $91.9K 0.07% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504 shares 1,504 $87.9K 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $86.6K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 1,001 shares; 2025Q1: 1,030 shares; 2025Q2: 983 shares; 2025Q3: 984 shares; 2025Q4: 884 shares; 2026Q1: 884 shares 884 $85.3K 0.07% 0 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: 1,085 shares; 2024Q4: 1,092 shares; 2025Q1: 1,080 shares; 2025Q2: 1,059 shares; 2025Q3: 1,060 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $80.9K 0.06% 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: 299 shares; 2024Q4: 260 shares; 2025Q1: 255 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 485 shares; 2026Q1: 630 shares 630 $72.4K 0.06% +145 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT 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: 25,000 shares 25,000 $70.8K 0.06% new 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: 2,628 shares; 2024Q4: 3,222 shares; 2025Q1: 3,480 shares; 2025Q2: 1,722 shares; 2025Q3: 485 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $68.4K 0.05% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $64.6K 0.05% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $61.8K 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 370 shares; 2025Q1: 189 shares; 2025Q2: 983 shares; 2025Q3: 860 shares; 2025Q4: 1,804 shares; 2026Q1: 1,232 shares 1,232 $61.5K 0.05% -572 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: 156 shares; 2024Q4: 166 shares; 2025Q1: 632 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $60.1K 0.05% 0 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: 209 shares; 2024Q4: 227 shares; 2025Q1: 228 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 197 shares 197 $59.5K 0.05% +8 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: 145 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $59.4K 0.05% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $58.4K 0.05% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 419 shares; 2026Q1: 232 shares 232 $58.1K 0.05% -187 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: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,120 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $56.5K 0.05% 0 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: 1,487 shares; 2024Q4: 1,468 shares; 2025Q1: 1,540 shares; 2025Q2: 1,512 shares; 2025Q3: 963 shares; 2025Q4: 199 shares; 2026Q1: 194 shares 194 $56.4K 0.05% -5 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 570 shares; 2026Q1: 599 shares 599 $56.2K 0.05% +29 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: 932 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $55.6K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,178 shares; 2025Q1: 2,997 shares; 2025Q2: 2,933 shares; 2025Q3: 2,896 shares; 2025Q4: 3,138 shares; 2026Q1: 556 shares 556 $51.2K 0.04% -2,582 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $50.3K 0.04% new Timeline VPL 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: 529 shares; 2024Q4: 463 shares; 2025Q1: 149 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $49.8K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 1,068 shares; 2026Q1: 656 shares 656 $48.3K 0.04% -412 Timeline STIP 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: 921 shares; 2024Q4: 1,190 shares; 2025Q1: 1,510 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $45.8K 0.04% 0 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 397 shares; 2025Q3: 747 shares; 2025Q4: 750 shares; 2026Q1: 550 shares 550 $42.4K 0.03% -200 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $42.4K 0.03% 0 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: 10 shares; 2024Q4: 54 shares; 2025Q1: 52 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $40.9K 0.03% 0 Timeline SPHB 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: 350 shares; 2026Q1: 351 shares 351 $40.7K 0.03% +1 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $40.2K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $38.3K 0.03% 0 Timeline BBCA 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 51 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $38.3K 0.03% 0 Timeline TOST TOAST INC More: the full row for TOAST 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: 1,440 shares; 2026Q1: 1,440 shares 1,440 $38.2K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 250 shares; 2025Q1: 275 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 450 shares; 2026Q1: 520 shares 520 $37.4K 0.03% +70 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $36.6K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 630 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 404 shares; 2026Q1: 367 shares 367 $36.4K 0.03% -37 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: 10,290 shares; 2024Q4: 7,936 shares; 2025Q1: 17,043 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 7,185 shares; 2026Q1: 1,240 shares 1,240 $35.9K 0.03% -5,945 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD 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: 205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $35.9K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,380 shares; 2025Q1: 749 shares; 2025Q2: 782 shares; 2025Q3: 515 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $33.9K 0.03% 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: 5 shares; 2024Q4: 10 shares; 2025Q1: 120 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $33.8K 0.03% 0 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: 38 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $33.7K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 29 shares; 2025Q1: 68 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $33.5K 0.03% 0 Timeline PKW 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: 250 shares; 2026Q1: 250 shares 250 $32.9K 0.03% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $32.7K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 201 shares 201 $32.5K 0.03% +1 Timeline SGOV 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: 654 shares; 2024Q4: 2,275 shares; 2025Q1: 1,820 shares; 2025Q2: 2,390 shares; 2025Q3: 1,005 shares; 2025Q4: 560 shares; 2026Q1: 322 shares 322 $32.4K 0.03% -238 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $31.7K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $31.2K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 180 shares; 2025Q1: 64 shares; 2025Q2: 4 shares; 2025Q3: 149 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $31K 0.02% 0 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: 9,788 shares; 2024Q4: 9,622 shares; 2025Q1: 7,217 shares; 2025Q2: 5,192 shares; 2025Q3: 1,725 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $30.6K 0.02% 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: 390 shares; 2024Q4: 516 shares; 2025Q1: 546 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 646 shares 646 $28.5K 0.02% +160 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 30 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $28.1K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 190 shares; 2025Q1: 107 shares; 2025Q2: 61 shares; 2025Q3: 132 shares; 2025Q4: 93 shares; 2026Q1: 102 shares 102 $26.7K 0.02% +9 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: 335 shares; 2024Q4: 340 shares; 2025Q1: 249 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $26.2K 0.02% 0 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: 3 shares; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 105 shares 105 $25.5K 0.02% +15 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 503 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $24.8K 0.02% 0 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: 350 shares; 2024Q4: 740 shares; 2025Q1: 560 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $24.4K 0.02% 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $24.2K 0.02% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 250 shares; 2026Q1: 250 shares 250 $23.6K 0.02% 0 Timeline QUAL 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $23.6K 0.02% 0 Timeline VTHR 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $23K 0.02% 0 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN 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: 1,070 shares 1,070 $22.9K 0.02% 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $22.7K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 36 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $22.7K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $22.5K 0.02% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT 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: 1,950 shares 1,950 $21.9K 0.02% new 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: 10 shares; 2024Q4: 15 shares; 2025Q1: 615 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $21.1K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 305 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $20.8K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $20.3K 0.02% 0 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $19.8K 0.02% 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $19.4K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,374 shares; 2025Q1: 2,399 shares; 2025Q2: 2,426 shares; 2025Q3: 2,350 shares; 2025Q4: 1,576 shares; 2026Q1: 1,304 shares 1,304 $19.3K 0.02% -272 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $19.2K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 2,000 shares; 2026Q1: 2,000 shares 2,000 $19K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 110 shares; 2025Q1: 113 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $18.9K 0.02% 0 Timeline CGW 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: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $18.9K 0.02% 0 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: 98 shares; 2024Q4: 868 shares; 2025Q1: 1,069 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 114 shares 114 $18.8K 0.02% -770 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $18K 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: 2,347 shares; 2024Q4: 2,345 shares; 2025Q1: 2,878 shares; 2025Q2: 2,745 shares; 2025Q3: 2,705 shares; 2025Q4: 1,585 shares; 2026Q1: 103 shares 103 $17.9K 0.01% -1,482 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: 43 shares; 2024Q4: 42 shares; 2025Q1: 45 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $17.4K 0.01% 0 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $17.4K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 660 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $17.2K 0.01% 0 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: 786 shares; 2024Q4: 630 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $16.6K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 8,068 shares; 2025Q1: 8,535 shares; 2025Q2: 2,543 shares; 2025Q3: 1,161 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $16.3K 0.01% 0 Timeline TIP 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: 147 shares 147 $16.2K 0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $16.1K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 196 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $15.6K 0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO 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: not reported; 2025Q4: 3,747 shares; 2026Q1: 989 shares 989 $14.5K 0.01% -2,758 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: 5,816 shares; 2024Q4: 52 shares; 2025Q1: 57 shares; 2025Q2: 181 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $14.4K 0.01% 0 Timeline PSK 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: 461 shares 461 $14.2K 0.01% new 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: 120 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $14K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $13.7K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $12.9K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $12.3K 0.01% 0 Timeline BSV 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: 128 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $12.1K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $12K 0.01% 0 Timeline JNK 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: 104 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $12K 0.01% 0 Timeline JEPI 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: 97 shares; 2024Q4: 99 shares; 2025Q1: 100 shares; 2025Q2: 189 shares; 2025Q3: 193 shares; 2025Q4: 196 shares; 2026Q1: 200 shares 200 $11.4K 0.01% +4 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: 399 shares; 2024Q4: 420 shares; 2025Q1: 391 shares; 2025Q2: 269 shares; 2025Q3: 270 shares; 2025Q4: 271 shares; 2026Q1: 272 shares 272 $11.2K 0.01% +1 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: 49 shares; 2024Q4: 52 shares; 2025Q1: 48 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $11.1K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $10.9K 0.01% 0 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: 111 shares; 2024Q4: 123 shares; 2025Q1: 128 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $10.7K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 935 shares; 2025Q1: 1,185 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $10.3K 0.01% 0 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 13 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $10.2K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,537 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $10K 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 45 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $9.89K 0.01% 0 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: 778 shares; 2024Q4: 57 shares; 2025Q1: 52 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.84K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $9.82K 0.01% 0 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A 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: 600 shares; 2026Q1: 600 shares 600 $9.73K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 100 shares; 2025Q1: 110 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.65K 0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,673 shares; 2024Q4: 14,673 shares; 2025Q1: 550 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $9.62K 0.01% 0 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD 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: 1,000 shares 1,000 $9.61K 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: 200 shares; 2026Q1: 200 shares 200 $9.51K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $9.4K 0.01% 0 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $9.2K 0.01% 0 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $9.19K 0.01% 0 Timeline SCJ 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $9.12K 0.01% 0 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: not reported; 2024Q4: 19 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.07K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN 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: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $8.74K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 111 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $8.34K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.25K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $8.21K 0.01% 0 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: 581 shares; 2024Q4: 130 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 68 shares; 2026Q1: 91 shares 91 $8.07K 0.01% +23 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: 55 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 835 shares; 2026Q1: 55 shares 55 $8.04K 0.01% -780 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 270 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $8K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113 shares 113 $7.36K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares 69 $7.32K 0.01% new 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: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $7.27K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $7.14K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $6.93K 0.01% 0 Timeline AMZP KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $6.91K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 66 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $6.79K 0.01% 0 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: 25 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares 31 $6.62K 0.01% new Timeline IFRA 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $6.35K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 30 shares; 2025Q1: 28 shares; 2025Q2: 22 shares; 2025Q3: 32 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $6.25K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $6.05K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 24 shares 24 $5.98K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $5.59K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $5.46K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $5.43K <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 63 shares; 2025Q2: 85 shares; 2025Q3: 88 shares; 2025Q4: 90 shares; 2026Q1: 92 shares 92 $5.15K <0.01% +2 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $5.03K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 309 shares; 2025Q1: 314 shares; 2025Q2: 243 shares; 2025Q3: 248 shares; 2025Q4: 253 shares; 2026Q1: 257 shares 257 $4.97K <0.01% +4 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $4.93K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $4.49K <0.01% 0 Timeline BBEU 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: 61 shares; 2026Q1: 61 shares 61 $4.42K <0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $4.37K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN 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: 9,582 shares; 2025Q4: not reported; 2026Q1: 318 shares 318 $4.31K <0.01% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO 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 $4.22K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $4.22K <0.01% 0 Timeline EWA 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $4.16K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 55 shares; 2025Q1: 45 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $4.12K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $4.1K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $3.43K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 14 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.26K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $3.24K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.23K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,620 shares; 2025Q1: 9,246 shares; 2025Q2: 8,813 shares; 2025Q3: 8,703 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $3.16K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $3.15K <0.01% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 7,657 shares; 2025Q3: 7,253 shares; 2025Q4: not reported; 2026Q1: 203 shares 203 $3.04K <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: 607 shares; 2024Q4: 607 shares; 2025Q1: 616 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.9K <0.01% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 286 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $2.76K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.62K <0.01% 0 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 300 shares; 2026Q1: 300 shares 300 $2.51K <0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST 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: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $2.34K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.04K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $2.01K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $1.9K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 148 shares; 2025Q1: 102 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $1.78K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 648 shares; 2025Q1: 673 shares; 2025Q2: not reported; 2025Q3: 7,855 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.58K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.41K <0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.14K <0.01% 0 Timeline IPAC 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: 199 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $994 <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $842 <0.01% 0 Timeline ARKG 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $664 <0.01% 0 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares 33 $623 <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: 7 shares; 2026Q1: 7 shares 7 $533 <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $532 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 64 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $324 <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $258 <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 13 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $225 <0.01% 0 Timeline BILI BILIBILI INC More: the full row for BILIBILI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $203 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $179 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $111 <0.01% new Timeline CHPT CHARGEPOINT HOLDINGS INC More: the full row for CHARGEPOINT HOLDINGS 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: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $58 <0.01% 0 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $12 <0.01% 0 Timeline