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: 963,232 shares; 2024Q4: 959,695 shares; 2025Q1: 953,764 shares; 2025Q2: 1,058,246 shares; 2025Q3: 1,052,301 shares; 2025Q4: 1,086,443 shares; 2026Q1: 1,134,761 shares 1,134,761 $198M 6.9% +48,318 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: 329,865 shares; 2024Q4: 329,871 shares; 2025Q1: 324,330 shares; 2025Q2: 313,689 shares; 2025Q3: 383,369 shares; 2025Q4: 361,766 shares; 2026Q1: 369,538 shares 369,538 $137M 4.77% +7,772 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: 465,537 shares; 2024Q4: 451,585 shares; 2025Q1: 447,896 shares; 2025Q2: 464,742 shares; 2025Q3: 536,116 shares; 2025Q4: 460,370 shares; 2026Q1: 482,950 shares 482,950 $123M 4.27% +22,580 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: 439,066 shares; 2024Q4: 424,566 shares; 2025Q1: 439,857 shares; 2025Q2: 509,362 shares; 2025Q3: 527,092 shares; 2025Q4: 553,357 shares; 2026Q1: 577,358 shares 577,358 $120M 4.19% +24,001 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: 403,705 shares; 2024Q4: 389,962 shares; 2025Q1: 395,970 shares; 2025Q2: 467,839 shares; 2025Q3: 444,116 shares; 2025Q4: 417,486 shares; 2026Q1: 417,908 shares 417,908 $120M 4.18% +422 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: 112,324 shares; 2024Q4: 122,366 shares; 2025Q1: 124,388 shares; 2025Q2: 139,038 shares; 2025Q3: 145,304 shares; 2025Q4: 159,584 shares; 2026Q1: 163,018 shares 163,018 $93.3M 3.25% +3,434 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: 212,896 shares; 2024Q4: 211,614 shares; 2025Q1: 208,362 shares; 2025Q2: 224,912 shares; 2025Q3: 177,290 shares; 2025Q4: 178,462 shares; 2026Q1: 283,310 shares 283,310 $83.3M 2.91% +104,848 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: 11,622 shares; 2024Q4: 11,101 shares; 2025Q1: 172,104 shares; 2025Q2: 175,473 shares; 2025Q3: 239,123 shares; 2025Q4: 258,331 shares; 2026Q1: 265,109 shares 265,109 $82.1M 2.86% +6,778 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: 49,054 shares; 2024Q4: 70,574 shares; 2025Q1: 69,431 shares; 2025Q2: 89,682 shares; 2025Q3: 66,048 shares; 2025Q4: 67,130 shares; 2026Q1: 76,231 shares 76,231 $70.1M 2.45% +9,101 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,849 shares; 2024Q4: 330,648 shares; 2025Q1: 343,411 shares; 2025Q2: 291,790 shares; 2025Q3: 433,027 shares; 2025Q4: 283,359 shares; 2026Q1: 400,106 shares 400,106 $63.9M 2.23% +116,747 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,581 shares; 2024Q4: 386,044 shares; 2025Q1: 360,688 shares; 2025Q2: 352,755 shares; 2025Q3: 811,310 shares; 2025Q4: 794,136 shares; 2026Q1: 775,365 shares 775,365 $63.5M 2.22% -18,771 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,225 shares; 2025Q2: 2,213 shares; 2025Q3: 2,340 shares; 2025Q4: 83,542 shares; 2026Q1: 70,084 shares 70,084 $61.2M 2.13% -13,458 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: 140,574 shares; 2024Q4: 140,256 shares; 2025Q1: 137,900 shares; 2025Q2: 101,976 shares; 2025Q3: 166,536 shares; 2025Q4: 164,666 shares; 2026Q1: 106,229 shares 106,229 $58.3M 2.03% -58,437 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295,398 shares; 2025Q3: 300,404 shares; 2025Q4: 510,964 shares; 2026Q1: 516,973 shares 516,973 $56.8M 1.98% +6,009 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: 54,709 shares; 2024Q4: 60,805 shares; 2025Q1: 63,705 shares; 2025Q2: 107,024 shares; 2025Q3: 121,094 shares; 2025Q4: 111,149 shares; 2026Q1: 115,397 shares 115,397 $56.7M 1.98% +4,248 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 187 shares; 2025Q1: 235,318 shares; 2025Q2: 372,849 shares; 2025Q3: 441,459 shares; 2025Q4: 484,522 shares; 2026Q1: 401,751 shares 401,751 $56M 1.95% -82,771 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 338,283 shares; 2025Q1: 342,058 shares; 2025Q2: 378,037 shares; 2025Q3: 389,995 shares; 2025Q4: 384,766 shares; 2026Q1: 373,807 shares 373,807 $49.3M 1.72% -10,959 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,319 shares; 2024Q4: 29,665 shares; 2025Q1: 30,433 shares; 2025Q2: 38,474 shares; 2025Q3: 27,239 shares; 2025Q4: 27,479 shares; 2026Q1: 42,282 shares 42,282 $49M 1.71% +14,803 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: 23,719 shares; 2024Q4: 24,962 shares; 2025Q1: 403,049 shares; 2025Q2: 559,272 shares; 2025Q3: 632,490 shares; 2025Q4: 549,196 shares; 2026Q1: 384,423 shares 384,423 $47.8M 1.67% -164,773 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: 313,087 shares; 2024Q4: 313,767 shares; 2025Q1: 347,651 shares; 2025Q2: 463,808 shares; 2025Q3: 292,178 shares; 2025Q4: 280,790 shares; 2026Q1: 283,087 shares 283,087 $46.6M 1.62% +2,297 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: 40,020 shares; 2024Q4: 42,067 shares; 2025Q1: 41,663 shares; 2025Q2: 42,087 shares; 2025Q3: 42,836 shares; 2025Q4: 42,811 shares; 2026Q1: 42,013 shares 42,013 $41.9M 1.46% -798 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,629 shares; 2024Q4: 144,712 shares; 2025Q1: 144,768 shares; 2025Q2: 149,672 shares; 2025Q3: 152,495 shares; 2025Q4: 171,802 shares; 2026Q1: 169,422 shares 169,422 $38.9M 1.36% -2,380 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 193,059 shares 193,059 $38.1M 1.33% new 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: 56,237 shares; 2024Q4: 61,845 shares; 2025Q1: 62,113 shares; 2025Q2: 63,610 shares; 2025Q3: 66,469 shares; 2025Q4: 77,561 shares; 2026Q1: 76,296 shares 76,296 $37.8M 1.32% -1,265 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,319 shares; 2024Q4: 37,924 shares; 2025Q1: 35,786 shares; 2025Q2: 35,103 shares; 2025Q3: 36,908 shares; 2025Q4: 38,055 shares; 2026Q1: 38,236 shares 38,236 $37.5M 1.31% +181 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: 143,558 shares; 2024Q4: 139,166 shares; 2025Q1: 127,793 shares; 2025Q2: 162,303 shares; 2025Q3: 176,181 shares; 2025Q4: 181,502 shares; 2026Q1: 119,976 shares 119,976 $36.3M 1.26% -61,526 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: 20,167 shares; 2024Q4: 20,028 shares; 2025Q1: 20,028 shares; 2025Q2: 18,803 shares; 2025Q3: 23,835 shares; 2025Q4: 21,085 shares; 2026Q1: 689,006 shares 689,006 $35.4M 1.23% +667,921 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: 212 shares; 2024Q4: 198 shares; 2025Q1: 73 shares; 2025Q2: 41 shares; 2025Q3: 216 shares; 2025Q4: 223 shares; 2026Q1: 39,072 shares 39,072 $33.1M 1.15% +38,849 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: 99,680 shares; 2024Q4: 97,606 shares; 2025Q1: 94,890 shares; 2025Q2: 96,000 shares; 2025Q3: 96,574 shares; 2025Q4: 89,753 shares; 2026Q1: 88,401 shares 88,401 $32.9M 1.15% -1,352 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,447 shares; 2024Q4: 128,210 shares; 2025Q1: 133,234 shares; 2025Q2: 242,427 shares; 2025Q3: 158,492 shares; 2025Q4: 157,171 shares; 2026Q1: 152,683 shares 152,683 $31.8M 1.11% -4,488 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,935 shares; 2024Q4: 147,992 shares; 2025Q1: 158,916 shares; 2025Q2: 224,373 shares; 2025Q3: 212,517 shares; 2025Q4: 134,135 shares; 2026Q1: 132,562 shares 132,562 $31.3M 1.09% -1,573 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,762 shares; 2026Q1: 153,061 shares 153,061 $31.1M 1.09% +116,299 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,818 shares; 2024Q4: 197,619 shares; 2025Q1: 189,924 shares; 2025Q2: 191,613 shares; 2025Q3: 203,072 shares; 2025Q4: 230,051 shares; 2026Q1: 231,908 shares 231,908 $30.7M 1.07% +1,857 Timeline JBL JABIL INC More: the full row for JABIL 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: 33 shares; 2025Q4: 33 shares; 2026Q1: 113,657 shares 113,657 $30.2M 1.05% +113,624 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: 133,048 shares; 2024Q4: 119,290 shares; 2025Q1: 121,095 shares; 2025Q2: 124,887 shares; 2025Q3: 112,462 shares; 2025Q4: 103,517 shares; 2026Q1: 102,221 shares 102,221 $29.4M 1.03% -1,296 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: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 85 shares; 2025Q4: 49 shares; 2026Q1: 21,049 shares 21,049 $27.8M 0.97% +21,000 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,558 shares; 2024Q4: 120,645 shares; 2025Q1: 121,864 shares; 2025Q2: 121,608 shares; 2025Q3: 123,544 shares; 2025Q4: 86,158 shares; 2026Q1: 88,160 shares 88,160 $26.7M 0.93% +2,002 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,455 shares; 2024Q4: 76,507 shares; 2025Q1: 78,105 shares; 2025Q2: 80,242 shares; 2025Q3: 81,152 shares; 2025Q4: 82,253 shares; 2026Q1: 81,079 shares 81,079 $26.6M 0.93% -1,174 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,754 shares; 2024Q4: 326,114 shares; 2025Q1: 314,665 shares; 2025Q2: 309,124 shares; 2025Q3: 308,855 shares; 2025Q4: 307,815 shares; 2026Q1: 354,834 shares 354,834 $22.7M 0.79% +47,019 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: 552,158 shares; 2024Q4: 545,696 shares; 2025Q1: 518,051 shares; 2025Q2: 514,567 shares; 2025Q3: 515,963 shares; 2025Q4: 124,137 shares; 2026Q1: 120,442 shares 120,442 $20.4M 0.71% -3,695 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: 39,686 shares; 2024Q4: 38,297 shares; 2025Q1: 37,130 shares; 2025Q2: 36,964 shares; 2025Q3: 37,351 shares; 2025Q4: 35,549 shares; 2026Q1: 30,665 shares 30,665 $19.9M 0.7% -4,884 Timeline VNQI 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: 349,276 shares; 2024Q4: 360,716 shares; 2025Q1: 363,710 shares; 2025Q2: 395,150 shares; 2025Q3: 383,400 shares; 2025Q4: 383,330 shares; 2026Q1: 432,930 shares 432,930 $19.2M 0.67% +49,600 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: 104,690 shares; 2024Q4: 96,923 shares; 2025Q1: 94,158 shares; 2025Q2: 98,723 shares; 2025Q3: 99,570 shares; 2025Q4: 99,029 shares; 2026Q1: 101,485 shares 101,485 $18.3M 0.64% +2,456 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,656 shares; 2024Q4: 205,952 shares; 2025Q1: 202,182 shares; 2025Q2: 199,201 shares; 2025Q3: 199,033 shares; 2025Q4: 198,342 shares; 2026Q1: 215,132 shares 215,132 $18.3M 0.64% +16,790 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: 261,387 shares; 2024Q4: 260,212 shares; 2025Q1: 253,422 shares; 2025Q2: 250,764 shares; 2025Q3: 245,899 shares; 2025Q4: 244,633 shares; 2026Q1: 254,972 shares 254,972 $17.8M 0.62% +10,339 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,195 shares; 2024Q4: 91,932 shares; 2025Q1: 92,008 shares; 2025Q2: 90,593 shares; 2025Q3: 92,731 shares; 2025Q4: 84,278 shares; 2026Q1: 96,267 shares 96,267 $16.6M 0.58% +11,989 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,404 shares; 2024Q4: 144,627 shares; 2025Q1: 111,418 shares; 2025Q2: 88,696 shares; 2025Q3: 83,687 shares; 2025Q4: 76,432 shares; 2026Q1: 76,036 shares 76,036 $15M 0.52% -396 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,392 shares; 2024Q4: 760,743 shares; 2025Q1: 698,673 shares; 2025Q2: 804,483 shares; 2025Q3: 808,276 shares; 2025Q4: 789,975 shares; 2026Q1: 796,727 shares 796,727 $13.5M 0.47% +6,752 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,979 shares; 2024Q4: 266,031 shares; 2025Q1: 248,664 shares; 2025Q2: 251,913 shares; 2025Q3: 286,754 shares; 2025Q4: 425,720 shares; 2026Q1: 424,434 shares 424,434 $13M 0.45% -1,286 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: 91,263 shares; 2025Q2: 101,679 shares; 2025Q3: 106,097 shares; 2025Q4: 113,383 shares; 2026Q1: 247,556 shares 247,556 $13M 0.45% +134,173 Timeline FNDE 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: 339,897 shares; 2024Q4: 327,102 shares; 2025Q1: 319,125 shares; 2025Q2: 314,379 shares; 2025Q3: 314,344 shares; 2025Q4: 313,614 shares; 2026Q1: 332,923 shares 332,923 $12.7M 0.44% +19,309 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,277 shares; 2024Q4: 479,240 shares; 2025Q1: 482,267 shares; 2025Q2: 471,075 shares; 2025Q3: 465,644 shares; 2025Q4: 430,555 shares; 2026Q1: 442,111 shares 442,111 $12.7M 0.44% +11,556 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,965 shares; 2024Q4: 109,937 shares; 2025Q1: 107,343 shares; 2025Q2: 105,744 shares; 2025Q3: 104,883 shares; 2025Q4: 99,536 shares; 2026Q1: 100,259 shares 100,259 $12.7M 0.44% +723 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,703 shares; 2024Q4: 298,126 shares; 2025Q1: 293,688 shares; 2025Q2: 257,047 shares; 2025Q3: 254,187 shares; 2025Q4: 254,311 shares; 2026Q1: 253,637 shares 253,637 $12.4M 0.43% -674 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: 101,259 shares; 2024Q4: 82,119 shares; 2025Q1: 81,849 shares; 2025Q2: 82,448 shares; 2025Q3: 83,430 shares; 2025Q4: 67,528 shares; 2026Q1: 68,147 shares 68,147 $11.2M 0.39% +619 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: 46,222 shares; 2024Q4: 44,608 shares; 2025Q1: 42,005 shares; 2025Q2: 40,121 shares; 2025Q3: 38,724 shares; 2025Q4: 36,573 shares; 2026Q1: 41,763 shares 41,763 $10.9M 0.38% +5,190 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,758 shares; 2024Q4: 296,782 shares; 2025Q1: 264,301 shares; 2025Q2: 357,968 shares; 2025Q3: 351,670 shares; 2025Q4: 228,216 shares; 2026Q1: 230,689 shares 230,689 $10.9M 0.38% +2,473 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,538 shares; 2025Q1: 11,080 shares; 2025Q2: 294,043 shares; 2025Q3: 427,958 shares; 2025Q4: 619,846 shares; 2026Q1: 674,201 shares 674,201 $10.9M 0.38% +54,355 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,589 shares; 2024Q4: 310,759 shares; 2025Q1: 309,398 shares; 2025Q2: 309,248 shares; 2025Q3: 309,248 shares; 2025Q4: 309,248 shares; 2026Q1: 419,548 shares 419,548 $10.4M 0.36% +110,300 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,350 shares; 2024Q4: 59,665 shares; 2025Q1: 56,260 shares; 2025Q2: 44,573 shares; 2025Q3: 44,262 shares; 2025Q4: 35,413 shares; 2026Q1: 37,494 shares 37,494 $10.2M 0.35% +2,081 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,263 shares; 2024Q4: 164,406 shares; 2025Q1: 158,071 shares; 2025Q2: 156,632 shares; 2025Q3: 156,706 shares; 2025Q4: 103,842 shares; 2026Q1: 102,294 shares 102,294 $10.1M 0.35% -1,548 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,110 shares; 2024Q4: 372,802 shares; 2025Q1: 369,097 shares; 2025Q2: 373,406 shares; 2025Q3: 382,316 shares; 2025Q4: 333,966 shares; 2026Q1: 354,089 shares 354,089 $9.89M 0.34% +20,123 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: 90,064 shares; 2024Q4: 102,162 shares; 2025Q1: 88,624 shares; 2025Q2: 83,777 shares; 2025Q3: 79,468 shares; 2025Q4: 216,398 shares; 2026Q1: 108,633 shares 108,633 $9.64M 0.34% -107,765 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 3,966 shares; 2025Q1: 3,143 shares; 2025Q2: 3,115 shares; 2025Q3: 13,889 shares; 2025Q4: 13,602 shares; 2026Q1: 13,258 shares 13,258 $9.39M 0.33% -344 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,526 shares; 2024Q4: 136,909 shares; 2025Q1: 131,744 shares; 2025Q2: 125,118 shares; 2025Q3: 121,850 shares; 2025Q4: 121,834 shares; 2026Q1: 130,657 shares 130,657 $8.77M 0.31% +8,823 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,080 shares 46,080 $8.6M 0.3% new Timeline CSR CENTERSPACE More: the full row for CENTERSPACE 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: 95,621 shares; 2026Q1: 147,901 shares 147,901 $8.58M 0.3% +52,280 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 342,561 shares 342,561 $7.73M 0.27% new Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 9,572 shares; 2025Q1: 6,182 shares; 2025Q2: 6,182 shares; 2025Q3: 4,482 shares; 2025Q4: 6,072 shares; 2026Q1: 235,455 shares 235,455 $7.58M 0.26% +229,383 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: 246,887 shares; 2024Q4: 233,841 shares; 2025Q1: 222,670 shares; 2025Q2: 218,142 shares; 2025Q3: 211,111 shares; 2025Q4: 208,328 shares; 2026Q1: 199,067 shares 199,067 $7.53M 0.26% -9,261 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,368 shares; 2025Q3: 207,975 shares; 2025Q4: 212,039 shares; 2026Q1: 224,161 shares 224,161 $6.81M 0.24% +12,122 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,496 shares; 2024Q4: 249,157 shares; 2025Q1: 161,381 shares; 2025Q2: 163,969 shares; 2025Q3: 161,680 shares; 2025Q4: 161,003 shares; 2026Q1: 159,540 shares 159,540 $6.71M 0.23% -1,463 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,490 shares; 2024Q4: 154,237 shares; 2025Q1: 248,901 shares; 2025Q2: 253,320 shares; 2025Q3: 245,086 shares; 2025Q4: 257,653 shares; 2026Q1: 306,995 shares 306,995 $6.57M 0.23% +49,342 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,761 shares; 2026Q1: 415,025 shares 415,025 $6.49M 0.23% +21,264 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: 111,121 shares; 2024Q4: 109,600 shares; 2025Q1: 97,060 shares; 2025Q2: 96,324 shares; 2025Q3: 99,448 shares; 2025Q4: 96,182 shares; 2026Q1: 113,808 shares 113,808 $6.15M 0.21% +17,626 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368,423 shares 368,423 $6.05M 0.21% new 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: 106,568 shares; 2024Q4: 211,697 shares; 2025Q1: 207,429 shares; 2025Q2: 207,429 shares; 2025Q3: 205,849 shares; 2025Q4: 205,850 shares; 2026Q1: 200,670 shares 200,670 $5.84M 0.2% -5,180 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,223 shares; 2024Q4: 494,031 shares; 2025Q1: 553,751 shares; 2025Q2: 11,317 shares; 2025Q3: 454,287 shares; 2025Q4: 454,934 shares; 2026Q1: 470,206 shares 470,206 $5.48M 0.19% +15,272 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: 16,675 shares; 2024Q4: 15,360 shares; 2025Q1: 15,331 shares; 2025Q2: 15,716 shares; 2025Q3: 22,624 shares; 2025Q4: 22,131 shares; 2026Q1: 21,451 shares 21,451 $5.24M 0.18% -680 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 337,472 shares; 2026Q1: 337,472 shares 337,472 $5.1M 0.18% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.18% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 5,157 shares; 2025Q1: 4,978 shares; 2025Q2: 6,751 shares; 2025Q3: 6,684 shares; 2025Q4: 6,836 shares; 2026Q1: 7,313 shares 7,313 $4.78M 0.17% +477 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 578 shares; 2025Q1: 495 shares; 2025Q2: 95,359 shares; 2025Q3: 66,371 shares; 2025Q4: 8,608 shares; 2026Q1: 8,179 shares 8,179 $4.61M 0.16% -429 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: 70,892 shares; 2024Q4: 70,298 shares; 2025Q1: 62,587 shares; 2025Q2: 64,148 shares; 2025Q3: 64,082 shares; 2025Q4: 61,052 shares; 2026Q1: 56,658 shares 56,658 $4.31M 0.15% -4,394 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: 290,089 shares; 2024Q4: 79,467 shares; 2025Q1: 31,541 shares; 2025Q2: 30,115 shares; 2025Q3: 30,710 shares; 2025Q4: 29,149 shares; 2026Q1: 29,234 shares 29,234 $3.52M 0.12% +85 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 10,309 shares; 2025Q1: 7,267 shares; 2025Q2: 6,985 shares; 2025Q3: 15,151 shares; 2025Q4: 15,091 shares; 2026Q1: 14,663 shares 14,663 $3.31M 0.12% -428 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: 244,029 shares; 2024Q4: 246,441 shares; 2025Q1: 255,940 shares; 2025Q2: 255,036 shares; 2025Q3: 261,096 shares; 2025Q4: 261,556 shares; 2026Q1: 24,170 shares 24,170 $3.17M 0.11% -237,386 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,986 shares; 2024Q4: 16,915 shares; 2025Q1: 16,908 shares; 2025Q2: 16,293 shares; 2025Q3: 16,097 shares; 2025Q4: 16,085 shares; 2026Q1: 15,241 shares 15,241 $3.14M 0.11% -844 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: 6,696 shares; 2024Q4: 6,817 shares; 2025Q1: 6,714 shares; 2025Q2: 6,958 shares; 2025Q3: 6,771 shares; 2025Q4: 6,744 shares; 2026Q1: 6,288 shares 6,288 $3.01M 0.11% -456 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,519 shares; 2025Q1: 13,216 shares; 2025Q2: 12,875 shares; 2025Q3: 12,465 shares; 2025Q4: 12,021 shares; 2026Q1: 12,346 shares 12,346 $2.99M 0.1% +325 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: 13,481 shares; 2024Q4: 13,407 shares; 2025Q1: 13,163 shares; 2025Q2: 13,202 shares; 2025Q3: 13,484 shares; 2025Q4: 13,445 shares; 2026Q1: 13,395 shares 13,395 $2.91M 0.1% -50 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: 40,091 shares; 2024Q4: 39,601 shares; 2025Q1: 37,822 shares; 2025Q2: 37,181 shares; 2025Q3: 30,733 shares; 2025Q4: 29,485 shares; 2026Q1: 27,165 shares 27,165 $2.46M 0.09% -2,320 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: 175,239 shares; 2024Q4: 177,976 shares; 2025Q1: 190,538 shares; 2025Q2: 198,708 shares; 2025Q3: 57,579 shares; 2025Q4: 23,584 shares; 2026Q1: 16,775 shares 16,775 $2.42M 0.08% -6,809 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,604 shares; 2025Q1: 4,583 shares; 2025Q2: 4,810 shares; 2025Q3: 4,762 shares; 2025Q4: 4,684 shares; 2026Q1: 4,736 shares 4,736 $2.37M 0.08% +52 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,946 shares; 2024Q4: 39,404 shares; 2025Q1: 37,060 shares; 2025Q2: 34,882 shares; 2025Q3: 34,126 shares; 2025Q4: 33,052 shares; 2026Q1: 33,042 shares 33,042 $2.36M 0.08% -10 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,249 shares; 2024Q4: 46,093 shares; 2025Q1: 41,027 shares; 2025Q2: 35,523 shares; 2025Q3: 35,178 shares; 2025Q4: 32,013 shares; 2026Q1: 31,096 shares 31,096 $2.33M 0.08% -917 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: 10,466 shares; 2024Q4: 9,275 shares; 2025Q1: 9,076 shares; 2025Q2: 8,639 shares; 2025Q3: 8,557 shares; 2025Q4: 16,966 shares; 2026Q1: 16,803 shares 16,803 $2.23M 0.08% -163 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: 512 shares; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares; 2026Q1: 3,638 shares 3,638 $2.2M 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 3,073 shares; 2025Q1: 2,595 shares; 2025Q2: 2,808 shares; 2025Q3: 6,521 shares; 2025Q4: 6,437 shares; 2026Q1: 6,338 shares 6,338 $2.08M 0.07% -99 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: 5,215 shares; 2024Q4: 4,392 shares; 2025Q1: 4,118 shares; 2025Q2: 3,862 shares; 2025Q3: 3,049 shares; 2025Q4: 3,481 shares; 2026Q1: 3,424 shares 3,424 $2.05M 0.07% -57 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,654 shares; 2024Q4: 21,579 shares; 2025Q1: 20,866 shares; 2025Q2: 20,433 shares; 2025Q3: 21,066 shares; 2025Q4: 19,972 shares; 2026Q1: 20,229 shares 20,229 $1.96M 0.07% +257 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,016 shares; 2025Q1: 13,026 shares; 2025Q2: 13,839 shares; 2025Q3: 12,477 shares; 2025Q4: 10,101 shares; 2026Q1: 9,477 shares 9,477 $1.96M 0.07% -624 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: 303,227 shares; 2024Q4: 329,392 shares; 2025Q1: 32,668 shares; 2025Q2: 26,891 shares; 2025Q3: 23,787 shares; 2025Q4: 21,259 shares; 2026Q1: 19,832 shares 19,832 $1.93M 0.07% -1,427 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares 7,140 $1.82M 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,865 shares; 2024Q4: 29,599 shares; 2025Q1: 29,480 shares; 2025Q2: 40,938 shares; 2025Q3: 43,713 shares; 2025Q4: 34,071 shares; 2026Q1: 34,217 shares 34,217 $1.72M 0.06% +146 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,418 shares; 2024Q4: 50,638 shares; 2025Q1: 49,297 shares; 2025Q2: 46,587 shares; 2025Q3: 44,157 shares; 2025Q4: 43,007 shares; 2026Q1: 40,469 shares 40,469 $1.67M 0.06% -2,538 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,196 shares; 2025Q1: 13,196 shares; 2025Q2: 13,196 shares; 2025Q3: 13,196 shares; 2025Q4: 13,238 shares; 2026Q1: 13,271 shares 13,271 $1.63M 0.06% +33 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,301 shares; 2024Q4: 72,626 shares; 2025Q1: 72,570 shares; 2025Q2: 8,395 shares; 2025Q3: 6,981 shares; 2025Q4: 6,332 shares; 2026Q1: 4,306 shares 4,306 $1.52M 0.05% -2,026 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: 296 shares; 2024Q4: 6,254 shares; 2025Q1: 6,089 shares; 2025Q2: 6,335 shares; 2025Q3: 6,099 shares; 2025Q4: 6,057 shares; 2026Q1: 6,100 shares 6,100 $1.48M 0.05% +43 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,089 shares; 2025Q1: 15,811 shares; 2025Q2: 15,429 shares; 2025Q3: 15,074 shares; 2025Q4: 17,869 shares; 2026Q1: 18,620 shares 18,620 $1.48M 0.05% +751 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: 24,484 shares; 2024Q4: 23,784 shares; 2025Q1: 23,682 shares; 2025Q2: 21,998 shares; 2025Q3: 19,794 shares; 2025Q4: 17,513 shares; 2026Q1: 15,176 shares 15,176 $1.41M 0.05% -2,337 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: 3,392 shares; 2024Q4: 3,457 shares; 2025Q1: 2,988 shares; 2025Q2: 2,751 shares; 2025Q3: 3,103 shares; 2025Q4: 2,734 shares; 2026Q1: 2,379 shares 2,379 $1.37M 0.05% -355 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 13,372 shares; 2025Q1: 11,142 shares; 2025Q2: 12,158 shares; 2025Q3: 10,051 shares; 2025Q4: 9,041 shares; 2026Q1: 8,931 shares 8,931 $1.29M 0.05% -110 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: 17,019 shares; 2024Q4: 16,466 shares; 2025Q1: 16,742 shares; 2025Q2: 16,342 shares; 2025Q3: 16,271 shares; 2025Q4: 15,308 shares; 2026Q1: 16,288 shares 16,288 $1.26M 0.04% +980 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: 10,361 shares; 2024Q4: 5,001 shares; 2025Q1: 4,721 shares; 2025Q2: 4,719 shares; 2025Q3: 5,072 shares; 2025Q4: 4,427 shares; 2026Q1: 6,750 shares 6,750 $1.26M 0.04% +2,323 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 598 shares; 2025Q1: 482 shares; 2025Q2: 3,075 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares 2,930 $1.25M 0.04% 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: 8,239 shares; 2024Q4: 8,295 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares; 2025Q3: 7,600 shares; 2025Q4: 7,421 shares; 2026Q1: 7,453 shares 7,453 $1.23M 0.04% +32 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: 1,493 shares; 2024Q4: 1,538 shares; 2025Q1: 1,097 shares; 2025Q2: 729 shares; 2025Q3: 4,927 shares; 2025Q4: 3,803 shares; 2026Q1: 2,719 shares 2,719 $1.19M 0.04% -1,084 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,550 shares; 2024Q4: 30,352 shares; 2025Q1: 31,190 shares; 2025Q2: 31,190 shares; 2025Q3: 33,733 shares; 2025Q4: 31,476 shares; 2026Q1: 31,476 shares 31,476 $1.18M 0.04% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,677 shares; 2024Q4: 59,677 shares; 2025Q1: 59,677 shares; 2025Q2: 59,677 shares; 2025Q3: 59,677 shares; 2025Q4: 59,677 shares; 2026Q1: 59,677 shares 59,677 $1.16M 0.04% 0 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: 9,292 shares; 2024Q4: 9,311 shares; 2025Q1: 9,069 shares; 2025Q2: 8,923 shares; 2025Q3: 9,008 shares; 2025Q4: 4,331 shares; 2026Q1: 3,947 shares 3,947 $1.12M 0.04% -384 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,287 shares; 2025Q1: 9,902 shares; 2025Q2: 9,830 shares; 2025Q3: 8,620 shares; 2025Q4: 7,889 shares; 2026Q1: 7,292 shares 7,292 $1.11M 0.04% -597 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: 11,316 shares; 2024Q4: 10,763 shares; 2025Q1: 10,437 shares; 2025Q2: 11,189 shares; 2025Q3: 10,936 shares; 2025Q4: 10,759 shares; 2026Q1: 10,809 shares 10,809 $1.11M 0.04% +50 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: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,005 shares; 2026Q1: 5,033 shares 5,033 $1.08M 0.04% +28 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,635 shares; 2025Q2: 1,510 shares; 2025Q3: 1,687 shares; 2025Q4: 3,488 shares; 2026Q1: 3,333 shares 3,333 $1.07M 0.04% -155 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 5,045 shares 5,045 $1.05M 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 11,594 shares; 2025Q1: 11,568 shares; 2025Q2: 11,668 shares; 2025Q3: 11,668 shares; 2025Q4: 10,980 shares; 2026Q1: 11,659 shares 11,659 $1.01M 0.04% +679 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,516 shares; 2024Q4: 34,002 shares; 2025Q1: 34,002 shares; 2025Q2: 34,002 shares; 2025Q3: 36,543 shares; 2025Q4: 38,929 shares; 2026Q1: 40,693 shares 40,693 $1.01M 0.04% +1,764 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: 4,000 shares; 2024Q4: 4,036 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,066 shares; 2025Q4: 4,070 shares; 2026Q1: 4,000 shares 4,000 $977K 0.03% -70 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,775 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,745 shares; 2026Q1: 2,741 shares 2,741 $937K 0.03% -4 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,178 shares; 2025Q1: 214,659 shares; 2025Q2: 163,575 shares; 2025Q3: 309,447 shares; 2025Q4: 317,190 shares; 2026Q1: 8,575 shares 8,575 $936K 0.03% -308,615 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: 4,088 shares; 2024Q4: 3,804 shares; 2025Q1: 4,015 shares; 2025Q2: 3,887 shares; 2025Q3: 3,287 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $931K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 8,706 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: 7,547 shares; 2025Q4: 7,561 shares; 2026Q1: 7,561 shares 7,561 $897K 0.03% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 16,428 shares; 2025Q1: 14,987 shares; 2025Q2: 14,987 shares; 2025Q3: 14,987 shares; 2025Q4: 16,717 shares; 2026Q1: 16,717 shares 16,717 $885K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 52,268 shares; 2025Q1: 43,304 shares; 2025Q2: 43,821 shares; 2025Q3: 42,217 shares; 2025Q4: 40,512 shares; 2026Q1: 34,988 shares 34,988 $878K 0.03% -5,524 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,836 shares; 2024Q4: 16,923 shares; 2025Q1: 12,240 shares; 2025Q2: 11,314 shares; 2025Q3: 11,485 shares; 2025Q4: 10,986 shares; 2026Q1: 10,935 shares 10,935 $856K 0.03% -51 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: 2,621 shares; 2024Q4: 2,298 shares; 2025Q1: 860 shares; 2025Q2: 77 shares; 2025Q3: 4,309 shares; 2025Q4: 4,252 shares; 2026Q1: 4,322 shares 4,322 $834K 0.03% +70 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: 91,087 shares; 2024Q4: 95,379 shares; 2025Q1: 96,250 shares; 2025Q2: 3,311 shares; 2025Q3: 4,189 shares; 2025Q4: 4,139 shares; 2026Q1: 2,423 shares 2,423 $832K 0.03% -1,716 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $825K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 9,210 shares; 2025Q1: 9,210 shares; 2025Q2: 7,170 shares; 2025Q3: 7,170 shares; 2025Q4: 7,197 shares; 2026Q1: 7,197 shares 7,197 $816K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 2,747 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,677 shares; 2026Q1: 2,543 shares 2,543 $809K 0.03% -134 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,020 shares; 2025Q3: 21,484 shares; 2025Q4: 9,484 shares; 2026Q1: 9,484 shares 9,484 $808K 0.03% 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: 354,832 shares; 2024Q4: 412,246 shares; 2025Q1: 392,377 shares; 2025Q2: 380,119 shares; 2025Q3: 378,569 shares; 2025Q4: 322,726 shares; 2026Q1: 34,089 shares 34,089 $807K 0.03% -288,637 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 7,418 shares; 2025Q1: 6,081 shares; 2025Q2: 5,721 shares; 2025Q3: 5,275 shares; 2025Q4: 4,633 shares; 2026Q1: 4,054 shares 4,054 $802K 0.03% -579 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: 27,323 shares; 2024Q4: 27,605 shares; 2025Q1: 26,937 shares; 2025Q2: 27,039 shares; 2025Q3: 26,900 shares; 2025Q4: 26,402 shares; 2026Q1: 26,934 shares 26,934 $781K 0.03% +532 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,547 shares; 2025Q2: 21,830 shares; 2025Q3: 21,262 shares; 2025Q4: 21,087 shares; 2026Q1: 20,621 shares 20,621 $758K 0.03% -466 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: 614,702 shares; 2024Q4: 711,370 shares; 2025Q1: 717,473 shares; 2025Q2: 783,765 shares; 2025Q3: 37,851 shares; 2025Q4: 35,227 shares; 2026Q1: 28,431 shares 28,431 $749K 0.03% -6,796 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: 82,672 shares; 2024Q4: 81,316 shares; 2025Q1: 71,755 shares; 2025Q2: 5,011 shares; 2025Q3: 3,992 shares; 2025Q4: 3,910 shares; 2026Q1: 2,750 shares 2,750 $744K 0.03% -1,160 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: 7,532 shares; 2024Q4: 7,346 shares; 2025Q1: 7,305 shares; 2025Q2: 8,122 shares; 2025Q3: 8,122 shares; 2025Q4: 6,762 shares; 2026Q1: 7,533 shares 7,533 $727K 0.03% +771 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 10,785 shares; 2025Q1: 27,381 shares; 2025Q2: 27,862 shares; 2025Q3: 27,862 shares; 2025Q4: 28,865 shares; 2026Q1: 28,412 shares 28,412 $726K 0.03% -453 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: 1,192 shares; 2024Q4: 822 shares; 2025Q1: 2,796 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares 2,796 $701K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,157 shares; 2024Q4: 153,676 shares; 2025Q1: 7,049 shares; 2025Q2: 6,092 shares; 2025Q3: 6,182 shares; 2025Q4: 5,832 shares; 2026Q1: 5,290 shares 5,290 $681K 0.02% -542 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: 502,937 shares; 2024Q4: 522,924 shares; 2025Q1: 37,052 shares; 2025Q2: 24,811 shares; 2025Q3: 24,003 shares; 2025Q4: 21,018 shares; 2026Q1: 23,330 shares 23,330 $670K 0.02% +2,312 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 647 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 621 shares; 2025Q4: 576 shares; 2026Q1: 571 shares 571 $660K 0.02% -5 KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 5,048 shares; 2025Q1: 13,302 shares; 2025Q2: 18,037 shares; 2025Q3: 13,630 shares; 2025Q4: 13,530 shares; 2026Q1: 13,530 shares 13,530 $659K 0.02% 0 Timeline FNDX 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: 10,997 shares; 2024Q4: 32,240 shares; 2025Q1: 24,245 shares; 2025Q2: 22,518 shares; 2025Q3: 23,335 shares; 2025Q4: 23,326 shares; 2026Q1: 23,225 shares 23,225 $647K 0.02% -101 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,900 shares; 2025Q3: 4,283 shares; 2025Q4: 4,292 shares; 2026Q1: 4,356 shares 4,356 $633K 0.02% +64 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: 2,417 shares; 2024Q4: 2,137 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,926 shares; 2025Q4: 1,867 shares; 2026Q1: 1,467 shares 1,467 $631K 0.02% -400 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: 14,433 shares; 2024Q4: 14,622 shares; 2025Q1: 14,622 shares; 2025Q2: 14,622 shares; 2025Q3: 16,152 shares; 2025Q4: 16,152 shares; 2026Q1: 16,152 shares 16,152 $621K 0.02% 0 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: 4,197 shares; 2024Q4: 4,135 shares; 2025Q1: 3,542 shares; 2025Q2: 3,733 shares; 2025Q3: 3,708 shares; 2025Q4: 3,618 shares; 2026Q1: 2,984 shares 2,984 $606K 0.02% -634 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,513 shares; 2024Q4: 13,581 shares; 2025Q1: 13,581 shares; 2025Q2: 12,494 shares; 2025Q3: 12,330 shares; 2025Q4: 12,282 shares; 2026Q1: 12,114 shares 12,114 $598K 0.02% -168 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: 103,616 shares; 2024Q4: 102,806 shares; 2025Q1: 107,456 shares; 2025Q2: 107,898 shares; 2025Q3: 104,153 shares; 2025Q4: 104,303 shares; 2026Q1: 3,095 shares 3,095 $578K 0.02% -101,208 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: 4,804 shares; 2024Q4: 4,492 shares; 2025Q1: 3,951 shares; 2025Q2: 3,878 shares; 2025Q3: 101,850 shares; 2025Q4: 35,164 shares; 2026Q1: 3,902 shares 3,902 $574K 0.02% -31,262 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $573K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,394 shares; 2024Q4: 22,394 shares; 2025Q1: 19,785 shares; 2025Q2: 19,785 shares; 2025Q3: 18,551 shares; 2025Q4: 16,091 shares; 2026Q1: 15,463 shares 15,463 $543K 0.02% -628 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: 13,972 shares; 2024Q4: 13,424 shares; 2025Q1: 11,814 shares; 2025Q2: 11,814 shares; 2025Q3: 8,622 shares; 2025Q4: 8,637 shares; 2026Q1: 8,483 shares 8,483 $518K 0.02% -154 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,449 shares; 2024Q4: 38,329 shares; 2025Q1: 24,322 shares; 2025Q2: 16,318 shares; 2025Q3: 15,498 shares; 2025Q4: 13,329 shares; 2026Q1: 13,119 shares 13,119 $512K 0.02% -210 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,333 shares; 2025Q4: 7,333 shares; 2026Q1: 7,333 shares 7,333 $506K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,205 shares; 2025Q3: 10,155 shares; 2025Q4: 10,088 shares; 2026Q1: 9,379 shares 9,379 $505K 0.02% -709 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: 5,079 shares; 2024Q4: 5,116 shares; 2025Q1: 4,122 shares; 2025Q2: 4,477 shares; 2025Q3: 4,395 shares; 2025Q4: 3,568 shares; 2026Q1: 3,142 shares 3,142 $488K 0.02% -426 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,306 shares; 2025Q3: 2,276 shares; 2025Q4: 4,516 shares; 2026Q1: 4,456 shares 4,456 $486K 0.02% -60 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 22,868 shares; 2025Q1: 22,868 shares; 2025Q2: 22,868 shares; 2025Q3: 23,668 shares; 2025Q4: 23,668 shares; 2026Q1: 22,201 shares 22,201 $473K 0.02% -1,467 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,975 shares; 2025Q3: 3,687 shares; 2025Q4: 3,268 shares; 2026Q1: 3,226 shares 3,226 $473K 0.02% -42 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: 69,726 shares; 2024Q4: 66,592 shares; 2025Q1: 65,395 shares; 2025Q2: 64,257 shares; 2025Q3: 79,995 shares; 2025Q4: 16,458 shares; 2026Q1: 16,735 shares 16,735 $470K 0.02% +277 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 2,821 shares; 2025Q1: 3,099 shares; 2025Q2: 2,821 shares; 2025Q3: 2,785 shares; 2025Q4: 2,730 shares; 2026Q1: 2,695 shares 2,695 $436K 0.02% -35 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 4,391 shares; 2025Q1: 4,200 shares; 2025Q2: 3,883 shares; 2025Q3: 3,826 shares; 2025Q4: 3,846 shares; 2026Q1: 3,786 shares 3,786 $420K 0.01% -60 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,907 shares; 2024Q4: 353,488 shares; 2025Q1: 380,623 shares; 2025Q2: 383,543 shares; 2025Q3: 16,868 shares; 2025Q4: 11,386 shares; 2026Q1: 6,299 shares 6,299 $411K 0.01% -5,087 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,757 shares; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares; 2026Q1: 9,557 shares 9,557 $406K 0.01% -200 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 1,987 shares 1,987 $403K 0.01% -1,204 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,906 shares; 2025Q1: 8,906 shares; 2025Q2: 8,906 shares; 2025Q3: 8,906 shares; 2025Q4: 8,906 shares; 2026Q1: 8,906 shares 8,906 $399K 0.01% 0 Timeline SCHO 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: 5,985 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,549 shares; 2025Q3: 11,549 shares; 2025Q4: 15,074 shares; 2026Q1: 16,134 shares 16,134 $392K 0.01% +1,060 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $390K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,230 shares; 2025Q1: 4,054 shares; 2025Q2: 4,144 shares; 2025Q3: 4,000 shares; 2025Q4: 4,112 shares; 2026Q1: 5,707 shares 5,707 $385K 0.01% +1,595 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares; 2026Q1: 7,651 shares 7,651 $385K 0.01% -34 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,060 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $379K 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: 198 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,154 shares; 2026Q1: 1,151 shares 1,151 $375K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 748 shares; 2025Q4: 2,052 shares; 2026Q1: 2,464 shares 2,464 $360K 0.01% +412 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 392 shares; 2025Q1: 372,646 shares; 2025Q2: 376,970 shares; 2025Q3: 445,350 shares; 2025Q4: 6,475 shares; 2026Q1: 4,221 shares 4,221 $353K 0.01% -2,254 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: 1,082 shares; 2024Q4: 1,048 shares; 2025Q1: 1,003 shares; 2025Q2: 1,258 shares; 2025Q3: 1,148 shares; 2025Q4: 1,070 shares; 2026Q1: 1,106 shares 1,106 $344K 0.01% +36 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: 6,448 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,518 shares; 2026Q1: 2,500 shares 2,500 $340K 0.01% -18 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 2,022 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $337K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 60 shares; 2025Q2: 1,871 shares; 2025Q3: 3,893 shares; 2025Q4: 3,893 shares; 2026Q1: 2,191 shares 2,191 $332K 0.01% -1,702 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,538 shares; 2025Q1: 6,538 shares; 2025Q2: 6,538 shares; 2025Q3: 5,375 shares; 2025Q4: 5,375 shares; 2026Q1: 5,200 shares 5,200 $331K 0.01% -175 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES 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: 5,365 shares; 2025Q4: 5,365 shares; 2026Q1: 5,215 shares 5,215 $329K 0.01% -150 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $329K 0.01% 0 Timeline IWV 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: 2,390 shares; 2024Q4: 2,240 shares; 2025Q1: 1,610 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 875 shares 875 $324K 0.01% -165 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,450 shares 4,450 $308K 0.01% -130 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 5,474 shares; 2025Q4: 5,474 shares; 2026Q1: 5,474 shares 5,474 $299K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,774 shares; 2025Q1: 5,774 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,849 shares; 2026Q1: 5,849 shares 5,849 $298K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,608 shares; 2026Q1: 2,600 shares 2,600 $292K 0.01% -8 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 2,976 shares; 2025Q1: 2,926 shares; 2025Q2: 2,954 shares; 2025Q3: 2,995 shares; 2025Q4: 3,038 shares; 2026Q1: 3,104 shares 3,104 $292K 0.01% +66 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: 5,118 shares; 2024Q4: 5,054 shares; 2025Q1: 5,054 shares; 2025Q2: 5,025 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $288K 0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,066 shares; 2024Q4: 410,348 shares; 2025Q1: 394,410 shares; 2025Q2: 386,152 shares; 2025Q3: 387,026 shares; 2025Q4: 298,337 shares; 2026Q1: 11,367 shares 11,367 $285K 0.01% -286,970 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,466 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 1,995 shares 1,995 $284K 0.01% -68 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,978 shares; 2024Q4: 18,718 shares; 2025Q1: 12,818 shares; 2025Q2: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 12,818 shares; 2026Q1: 14,612 shares 14,612 $281K 0.01% +1,794 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,943 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,838 shares; 2026Q1: 2,200 shares 2,200 $278K 0.01% +362 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,360 shares; 2024Q4: 47,152 shares; 2025Q1: 43,536 shares; 2025Q2: 43,050 shares; 2025Q3: 43,010 shares; 2025Q4: 1,914 shares; 2026Q1: 2,094 shares 2,094 $275K 0.01% +180 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,751 shares; 2024Q4: 64,932 shares; 2025Q1: 64,726 shares; 2025Q2: 62,775 shares; 2025Q3: 63,215 shares; 2025Q4: 56,411 shares; 2026Q1: 1,582 shares 1,582 $272K 0.01% -54,829 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 4,828 shares; 2025Q1: 3,843 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares 3,843 $267K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 14,059 shares; 2025Q3: 14,059 shares; 2025Q4: 14,129 shares; 2026Q1: 14,129 shares 14,129 $265K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,063 shares; 2025Q1: 3,315 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,884 shares; 2026Q1: 2,852 shares 2,852 $265K 0.01% -32 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 1,477 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,417 shares; 2026Q1: 1,414 shares 1,414 $258K 0.01% -3 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: 2,474 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $256K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570 $255K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 2,828 shares; 2025Q1: 3,193 shares; 2025Q2: 3,528 shares; 2025Q3: 3,151 shares; 2025Q4: 3,133 shares; 2026Q1: 3,091 shares 3,091 $253K 0.01% -42 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,375 shares; 2025Q4: 9,375 shares; 2026Q1: 9,375 shares 9,375 $251K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 14,205 shares; 2025Q1: 7,740 shares; 2025Q2: 7,807 shares; 2025Q3: 7,807 shares; 2025Q4: 8,666 shares; 2026Q1: 10,166 shares 10,166 $250K 0.01% +1,500 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 12,453 shares; 2025Q1: 12,453 shares; 2025Q2: 12,453 shares; 2025Q3: 12,453 shares; 2025Q4: 12,453 shares; 2026Q1: 12,453 shares 12,453 $249K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 4,581 shares; 2025Q3: 4,553 shares; 2025Q4: 3,782 shares; 2026Q1: 3,753 shares 3,753 $248K 0.01% -29 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $244K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,667 shares; 2026Q1: 3,667 shares 3,667 $243K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $236K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 3,342 shares; 2025Q1: 758 shares; 2025Q2: 845 shares; 2025Q3: 515 shares; 2025Q4: 488 shares; 2026Q1: 541 shares 541 $234K 0.01% +53 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,665 shares; 2025Q1: 5,665 shares; 2025Q2: 5,665 shares; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,365 shares 5,365 $228K 0.01% -300 Timeline VRP 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: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 10,085 shares; 2025Q2: 9,874 shares; 2025Q3: 9,174 shares; 2025Q4: 9,369 shares; 2026Q1: 9,369 shares 9,369 $225K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,546 shares; 2025Q2: 3,097 shares; 2025Q3: 3,142 shares; 2025Q4: 3,490 shares; 2026Q1: 5,581 shares 5,581 $224K 0.01% +2,091 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,968 shares; 2024Q4: 20,968 shares; 2025Q1: 20,968 shares; 2025Q2: 20,968 shares; 2025Q3: 20,968 shares; 2025Q4: 20,968 shares; 2026Q1: 20,426 shares 20,426 $221K 0.01% -542 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: 2,950 shares; 2026Q1: 2,809 shares 2,809 $214K 0.01% -141 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,879 shares; 2026Q1: 7,879 shares 7,879 $209K 0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $207K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,000 shares 11,000 $207K 0.01% -300 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,350 shares 4,350 $206K 0.01% -110 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: 843 shares; 2024Q4: 1,519 shares; 2025Q1: 397 shares; 2025Q2: 1,008 shares; 2025Q3: 1,211 shares; 2025Q4: 990 shares; 2026Q1: 1,023 shares 1,023 $199K 0.01% +33 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $198K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 6,399 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 6,399 shares; 2025Q4: 6,399 shares; 2026Q1: 6,399 shares 6,399 $195K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,744 shares; 2024Q4: 6,588 shares; 2025Q1: 6,188 shares; 2025Q2: 1,964 shares; 2025Q3: 2,517 shares; 2025Q4: 2,220 shares; 2026Q1: 2,419 shares 2,419 $193K 0.01% +199 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,895 shares; 2025Q4: 5,895 shares; 2026Q1: 5,895 shares 5,895 $192K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $188K 0.01% 0 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares 5,194 $180K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 2,014 shares; 2025Q1: 1,744 shares; 2025Q2: 1,477 shares; 2025Q3: 1,474 shares; 2025Q4: 2,844 shares; 2026Q1: 2,801 shares 2,801 $172K 0.01% -43 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares 2,567 $170K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $168K 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: 1,559 shares; 2024Q4: 3,082 shares; 2025Q1: 2,662 shares; 2025Q2: 2,374 shares; 2025Q3: 896 shares; 2025Q4: 939 shares; 2026Q1: 1,044 shares 1,044 $167K 0.01% +105 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: 6 shares; 2025Q1: 1 shares; 2025Q2: 165 shares; 2025Q3: 240 shares; 2025Q4: 174 shares; 2026Q1: 173 shares 173 $166K 0.01% -1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 300 shares; 2025Q1: 365 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,037 shares; 2026Q1: 2,233 shares 2,233 $166K 0.01% -804 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 8,214 shares; 2025Q1: 8,214 shares; 2025Q2: 7,950 shares; 2025Q3: 7,200 shares; 2025Q4: 8,460 shares; 2026Q1: 9,040 shares 9,040 $166K 0.01% +580 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $159K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares 3,557 $154K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,825 shares; 2024Q4: 146,533 shares; 2025Q1: 161,537 shares; 2025Q2: 163,061 shares; 2025Q3: 171,377 shares; 2025Q4: 177,484 shares; 2026Q1: 1,584 shares 1,584 $153K 0.01% -175,900 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $147K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $143K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 4,734 shares; 2025Q2: 4,734 shares; 2025Q3: 2,568 shares; 2025Q4: 6,552 shares; 2026Q1: 1,917 shares 1,917 $141K <0.01% -4,635 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,142 shares; 2026Q1: 6,142 shares 6,142 $139K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,147 shares; 2026Q1: 1,151 shares 1,151 $139K <0.01% +4 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: 575 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 504 shares; 2026Q1: 554 shares 554 $137K <0.01% +50 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 7,100 shares 7,100 $131K <0.01% +800 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: 221 shares; 2024Q4: 212 shares; 2025Q1: 208 shares; 2025Q2: 2,925 shares; 2025Q3: 1,425 shares; 2025Q4: 1,305 shares; 2026Q1: 1,415 shares 1,415 $131K <0.01% +110 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,809 shares; 2026Q1: 1,942 shares 1,942 $129K <0.01% +133 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares 7,454 $129K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 296 shares; 2026Q1: 325 shares 325 $127K <0.01% +29 Timeline RSP 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: 210 shares; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 106 shares; 2025Q4: 136 shares; 2026Q1: 663 shares 663 $127K <0.01% +527 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares 5,688 $126K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $125K <0.01% 0 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares; 2025Q4: 8,595 shares; 2026Q1: 8,595 shares 8,595 $124K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $121K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 2,854 shares; 2025Q1: 2,866 shares; 2025Q2: 1,461 shares; 2025Q3: 930 shares; 2025Q4: 935 shares; 2026Q1: 940 shares 940 $120K <0.01% +5 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,360 shares; 2025Q1: 2,684 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360 $119K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 935 shares; 2025Q4: 342 shares; 2026Q1: 942 shares 942 $117K <0.01% +600 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 1,015 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $116K <0.01% 0 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: 3,065 shares; 2024Q4: 1,433 shares; 2025Q1: 1,365 shares; 2025Q2: 2,165 shares; 2025Q3: 1,754 shares; 2025Q4: 2,522 shares; 2026Q1: 2,486 shares 2,486 $114K <0.01% -36 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: 1,957 shares; 2026Q1: 1,957 shares 1,957 $111K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,613 shares; 2024Q4: 51,694 shares; 2025Q1: 27,298 shares; 2025Q2: 22,432 shares; 2025Q3: 23,057 shares; 2025Q4: 5,375 shares; 2026Q1: 3,307 shares 3,307 $111K <0.01% -2,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 810 shares; 2026Q1: 952 shares 952 $109K <0.01% +142 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $108K <0.01% 0 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: 200 shares; 2024Q4: 481 shares; 2025Q1: 402 shares; 2025Q2: 489 shares; 2025Q3: 534 shares; 2025Q4: 351 shares; 2026Q1: 310 shares 310 $105K <0.01% -41 Timeline IMCV 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: 4,230 shares; 2025Q4: 3,880 shares; 2026Q1: 1,225 shares 1,225 $104K <0.01% -2,655 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,413 shares; 2026Q1: 2,413 shares 2,413 $101K <0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares 3,424 $101K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $99.1K <0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $96.4K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares 839 $95K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 2,332 shares; 2025Q3: 2,382 shares; 2025Q4: 2,686 shares; 2026Q1: 2,454 shares 2,454 $94.3K <0.01% -232 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $94K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 67,424 shares; 2025Q1: 73,909 shares; 2025Q2: 80,307 shares; 2025Q3: 82,178 shares; 2025Q4: 3,677 shares; 2026Q1: 1,952 shares 1,952 $90.6K <0.01% -1,725 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 186 shares; 2025Q1: 93 shares; 2025Q2: 98 shares; 2025Q3: 101 shares; 2025Q4: 1,110 shares; 2026Q1: 940 shares 940 $90.4K <0.01% -170 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,775 shares; 2024Q4: 21,775 shares; 2025Q1: 21,775 shares; 2025Q2: 21,775 shares; 2025Q3: 21,775 shares; 2025Q4: 21,775 shares; 2026Q1: 21,775 shares 21,775 $90.1K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,232 shares 1,232 $90.1K <0.01% -18 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 17,491 shares; 2025Q1: 10,385 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares 4,681 $86.6K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 903 shares; 2025Q1: 1,034 shares; 2025Q2: 1,153 shares; 2025Q3: 1,140 shares; 2025Q4: 1,754 shares; 2026Q1: 1,727 shares 1,727 $86.3K <0.01% -27 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 6,000 shares 6,000 $85.7K <0.01% -1,000 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,049 shares; 2025Q3: 2,019 shares; 2025Q4: 2,029 shares; 2026Q1: 1,998 shares 1,998 $81.6K <0.01% -31 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 8,905 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $81.2K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $80.6K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 731 shares 731 $80.2K <0.01% -60 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 371 shares; 2025Q2: 608 shares; 2025Q3: 529 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $78.3K <0.01% 0 Timeline PHO 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: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $77.9K <0.01% 0 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $76K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,854 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $75.7K <0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $75K <0.01% +3 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,238 shares; 2024Q4: 325,161 shares; 2025Q1: 348,913 shares; 2025Q2: 366,025 shares; 2025Q3: 342,220 shares; 2025Q4: 309,620 shares; 2026Q1: 2,235 shares 2,235 $73.3K <0.01% -307,385 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,637 shares; 2026Q1: 2,637 shares 2,637 $72.1K <0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $72.1K <0.01% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $70.9K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,097 shares; 2025Q1: 813 shares; 2025Q2: 759 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 595 shares 595 $70.3K <0.01% -75 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 8,409 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $70K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,450 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,513 shares; 2026Q1: 1,500 shares 1,500 $69K <0.01% -13 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,475 shares; 2026Q1: 5,475 shares 5,475 $68.5K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 5,359 shares; 2025Q2: 4,359 shares; 2025Q3: 6,999 shares; 2025Q4: 5,309 shares; 2026Q1: 3,859 shares 3,859 $66.5K <0.01% -1,450 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: 604 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 751 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $65.2K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $64.5K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $61.2K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 200 shares; 2026Q1: 1,701 shares 1,701 $60.3K <0.01% +1,501 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $58.7K <0.01% 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $58.4K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 7 shares; 2025Q1: 50 shares; 2025Q2: 327 shares; 2025Q3: 221 shares; 2025Q4: 133 shares; 2026Q1: 124 shares 124 $57.2K <0.01% -9 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $56.5K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 165 shares 165 $55.7K <0.01% +148 Timeline VLUE 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: 175 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares 386 $54.9K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 515 shares 515 $54.7K <0.01% +420 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 549 shares 549 $54.4K <0.01% +169 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 1,475 shares; 2025Q4: 2,953 shares; 2026Q1: 4,432 shares 4,432 $54K <0.01% +1,479 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,108 shares; 2025Q1: 545 shares; 2025Q2: 823 shares; 2025Q3: 691 shares; 2025Q4: 603 shares; 2026Q1: 270 shares 270 $53.5K <0.01% -333 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,128 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $53.1K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,146 shares 1,146 $53K <0.01% new Timeline SHY 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $52.8K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $51.7K <0.01% 0 Timeline CWI 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: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397 $51.1K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares 2,102 $51K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $51K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $50.2K <0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $50.1K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 176 shares 176 $49.9K <0.01% +130 Timeline PRF 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: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $49.9K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $49K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 707 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 587 shares 587 $48.6K <0.01% -100 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,074 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $48.2K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $48K <0.01% 0 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: 1,413 shares; 2024Q4: 300 shares; 2025Q1: 225 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 448 shares; 2026Q1: 238 shares 238 $47.4K <0.01% -210 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 89,347 shares; 2025Q3: 88,664 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $47K <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: 74 shares; 2024Q4: 331 shares; 2025Q1: 284 shares; 2025Q2: 288 shares; 2025Q3: 1,191 shares; 2025Q4: 560 shares; 2026Q1: 355 shares 355 $46.5K <0.01% -205 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC 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: 751 shares 751 $46.3K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 242 shares; 2025Q4: 260 shares; 2026Q1: 350 shares 350 $45.8K <0.01% +90 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares 3,140 $45.4K <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: 1,639 shares; 2024Q4: 1,549 shares; 2025Q1: 1,392 shares; 2025Q2: 270 shares; 2025Q3: 225 shares; 2025Q4: 228 shares; 2026Q1: 225 shares 225 $44.3K <0.01% -3 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 1,102 shares 1,102 $43.8K <0.01% new Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $43.4K <0.01% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $43.3K <0.01% 0 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: 5 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 254 shares; 2025Q4: 149 shares; 2026Q1: 146 shares 146 $43.1K <0.01% -3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 555 shares; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 314 shares; 2025Q4: 184 shares; 2026Q1: 272 shares 272 $42.8K <0.01% +88 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 248 shares 248 $42.7K <0.01% +2 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $40.4K <0.01% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares 1,138 $39.6K <0.01% new 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: 7,949 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $38.6K <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $38.2K <0.01% new 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: 1,064 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,027 shares; 2026Q1: 1,000 shares 1,000 $38.2K <0.01% -27 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: 1,388 shares; 2024Q4: 1,301 shares; 2025Q1: 592 shares; 2025Q2: 979 shares; 2025Q3: 787 shares; 2025Q4: 621 shares; 2026Q1: 715 shares 715 $37.8K <0.01% +94 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,162 shares; 2024Q4: 170,355 shares; 2025Q1: 7,703 shares; 2025Q2: 7,443 shares; 2025Q3: 7,294 shares; 2025Q4: 6,475 shares; 2026Q1: 461 shares 461 $37.5K <0.01% -6,014 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $37.4K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $37.4K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 409 shares; 2025Q1: 150 shares; 2025Q2: 308 shares; 2025Q3: 150 shares; 2025Q4: 154 shares; 2026Q1: 86 shares 86 $36.6K <0.01% -68 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 220 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $36.5K <0.01% 0 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: 213 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 54 shares; 2026Q1: 146 shares 146 $36.2K <0.01% +92 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $36.2K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 10,500 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $35.5K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,549 shares 1,549 $35.3K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 361 shares; 2025Q4: 376 shares; 2026Q1: 361 shares 361 $34.8K <0.01% -15 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 318 shares; 2025Q3: 294 shares; 2025Q4: 3 shares; 2026Q1: 183 shares 183 $34.7K <0.01% +180 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: 527 shares; 2024Q4: 237 shares; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 257 shares; 2025Q4: 144 shares; 2026Q1: 141 shares 141 $34.2K <0.01% -3 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $33.2K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 17 shares 17 $32.5K <0.01% +1 Timeline KRBN 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: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088 $32.3K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares 2,633 $32.1K <0.01% 0 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 2,300 shares; 2026Q1: 1,232 shares 1,232 $31.2K <0.01% -1,068 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 363 shares; 2026Q1: 364 shares 364 $30.9K <0.01% +1 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 723 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $30.8K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 135 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $30.5K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 100 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 100 shares 100 $30.4K <0.01% -33 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 263 shares 263 $30.3K <0.01% +134 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 43 shares 43 $30.2K <0.01% new 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: 270 shares; 2024Q4: 304 shares; 2025Q1: 197 shares; 2025Q2: 167 shares; 2025Q3: 139 shares; 2025Q4: 87 shares; 2026Q1: 77 shares 77 $30.1K <0.01% -10 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: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,250 shares; 2025Q4: 1,211 shares; 2026Q1: 416 shares 416 $29.6K <0.01% -795 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 551 shares 551 $29.1K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 739 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $28.9K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 562 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 334 shares; 2025Q4: 328 shares; 2026Q1: 316 shares 316 $28.3K <0.01% -12 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: not reported; 2025Q2: 241 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $28K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $27.6K <0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 145 shares; 2025Q4: 87 shares; 2026Q1: 83 shares 83 $27.1K <0.01% -4 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 230 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $27K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 305 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $26.2K <0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 507 shares 507 $26.2K <0.01% +500 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: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 58 shares 58 $25.9K <0.01% +57 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 40 shares; 2025Q4: 41 shares; 2026Q1: 65 shares 65 $25.9K <0.01% +24 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 109 shares 109 $25.1K <0.01% +9 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 470 shares; 2025Q1: 576 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $25.1K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,260 shares; 2024Q4: 48,305 shares; 2025Q1: 48,272 shares; 2025Q2: 1,772 shares; 2025Q3: 275 shares; 2025Q4: 25 shares; 2026Q1: 563 shares 563 $24.8K <0.01% +538 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 2,508 shares; 2025Q1: 2,394 shares; 2025Q2: 3,144 shares; 2025Q3: 261 shares; 2025Q4: 269 shares; 2026Q1: 529 shares 529 $24.2K <0.01% +260 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $24K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 23 shares; 2025Q1: 15 shares; 2025Q2: 215 shares; 2025Q3: 157 shares; 2025Q4: 116 shares; 2026Q1: 74 shares 74 $23.7K <0.01% -42 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 225,175 shares; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $23.7K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $22.9K <0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN 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: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $22.7K <0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $22.6K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $22.5K <0.01% 0 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: 216,654 shares; 2024Q4: 215,711 shares; 2025Q1: 200,630 shares; 2025Q2: 197,279 shares; 2025Q3: 192,174 shares; 2025Q4: 6,192 shares; 2026Q1: 817 shares 817 $22.3K <0.01% -5,375 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 283 shares; 2025Q4: 95 shares; 2026Q1: 36 shares 36 $22.2K <0.01% -59 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $21.6K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 290 shares; 2025Q3: 193 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $21.5K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 518 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $21.5K <0.01% 0 Timeline ESGV 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $21.3K <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: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $20.9K <0.01% 0 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: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $20.8K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 265 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 160 shares; 2025Q4: 163 shares; 2026Q1: 174 shares 174 $20.7K <0.01% +11 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: 9,730 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 1,071 shares 1,071 $20.6K <0.01% +166 Timeline LQD 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: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $20.1K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811 shares 1,811 $19.9K <0.01% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $19.8K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2 shares; 2025Q1: 25 shares; 2025Q2: 57 shares; 2025Q3: 42 shares; 2025Q4: 280 shares; 2026Q1: 185 shares 185 $19.3K <0.01% -95 Timeline SUSA 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $19.2K <0.01% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 420 shares; 2025Q2: 264 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $19.1K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 454 shares 454 $18.9K <0.01% -17 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 616 shares; 2025Q3: 410 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234 $18.4K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $18.3K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $18.2K <0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 407 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 255 shares; 2026Q1: 348 shares 348 $18.1K <0.01% +93 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 24 shares 24 $17.7K <0.01% +13 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 35 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 37 shares 37 $17.5K <0.01% +17 Timeline PXF 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 340 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $17.5K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 90 shares 90 $17K <0.01% +37 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 151 shares 151 $16.8K <0.01% new Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 5,211 shares; 2026Q1: 5,211 shares 5,211 $16.7K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 210 shares; 2026Q1: 210 shares 210 $16.5K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 344 shares; 2026Q1: 344 shares 344 $16.1K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 109 shares 109 $15.9K <0.01% new 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 644 shares; 2025Q4: 117 shares; 2026Q1: 200 shares 200 $15.3K <0.01% +83 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $14.9K <0.01% 0 Timeline KCCA 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $14.8K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 49 shares; 2026Q1: 115 shares 115 $14.2K <0.01% +66 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $13.8K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $13.7K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 93 shares 93 $13.6K <0.01% +88 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 369 shares 369 $13.6K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 114 shares 114 $13.4K <0.01% +71 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 67 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 34 shares; 2026Q1: 48 shares 48 $13.3K <0.01% +14 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: 193 shares; 2024Q4: 171 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 149 shares; 2025Q4: 3 shares; 2026Q1: 51 shares 51 $13.3K <0.01% +48 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $13.1K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 164 shares; 2025Q3: 121 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $13.1K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 216 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $12.4K <0.01% 0 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $12.4K <0.01% 0 Timeline FLOC FLOWCO HLDGS INC More: the full row for FLOWCO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $12.4K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $12.2K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 154 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 28 shares 28 $12.2K <0.01% -2 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $11.9K <0.01% 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: 2,249 shares; 2024Q4: 672 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 135 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $11.9K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 100 shares 100 $11.9K <0.01% -1,900 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 189 shares 189 $11.9K <0.01% +162 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: 44 shares 44 $11.7K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 845 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 200 shares 200 $11.4K <0.01% -450 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37 $10.8K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83 $10.8K <0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 600 shares; 2025Q4: 227 shares; 2026Q1: 119 shares 119 $10.8K <0.01% -108 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 4 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 3 shares; 2026Q1: 12 shares 12 $10.7K <0.01% +9 Timeline MTZ MASTEC INC More: the full row for MASTEC 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 $10.6K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 107 shares 107 $10.5K <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 12 shares 12 $10.4K <0.01% +10 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $10.3K <0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $10.2K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $10.1K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $10.1K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 161 shares 161 $9.95K <0.01% -266 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 3,500 shares; 2025Q4: 2,700 shares; 2026Q1: 450 shares 450 $9.95K <0.01% -2,250 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 247 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $9.94K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 643 shares; 2025Q3: 429 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $9.88K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 7 shares 7 $9.65K <0.01% +4 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: 130 shares; 2024Q4: 75 shares; 2025Q1: 46 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 14 shares 14 $9.55K <0.01% +13 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $9.47K <0.01% 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: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313 shares; 2025Q3: 238 shares; 2025Q4: 179 shares; 2026Q1: 119 shares 119 $9.17K <0.01% -60 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 100 shares 100 $9.1K <0.01% -33 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 33 shares 33 $9.08K <0.01% +21 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 41 shares 41 $9.07K <0.01% +40 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 133 shares 133 $9.05K <0.01% +113 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 62 shares 62 $8.98K <0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 12 shares; 2026Q1: 107 shares 107 $8.94K <0.01% +95 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 51 shares; 2025Q4: 54 shares; 2026Q1: 18 shares 18 $8.73K <0.01% -36 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $8.28K <0.01% new Timeline IEF 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: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $8.21K <0.01% 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: 5,473 shares; 2024Q4: 2,360 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 692 shares; 2026Q1: 112 shares 112 $8.15K <0.01% -580 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 23 shares 23 $8.14K <0.01% +14 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: 307 shares; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 38 shares 38 $7.91K <0.01% +33 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 1,684 shares; 2026Q1: 1,684 shares 1,684 $7.87K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 25 shares 25 $7.85K <0.01% +20 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 266 shares; 2025Q4: not reported; 2026Q1: 183 shares 183 $7.85K <0.01% new Timeline GENK GEN RESTAURENT GROUP More: the full row for GEN RESTAURENT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $7.84K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 150 shares; 2025Q3: 50 shares; 2025Q4: 54 shares; 2026Q1: 50 shares 50 $7.77K <0.01% -4 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $7.76K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares 143 $7.71K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 33 shares 33 $7.62K <0.01% +24 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 1 shares; 2026Q1: 22 shares 22 $7.53K <0.01% +21 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 36 shares; 2026Q1: 273 shares 273 $7.5K <0.01% +237 Timeline EIDO 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: 463 shares 463 $7.31K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 69 shares; 2025Q1: 57 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $7.26K <0.01% 0 Timeline