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: 6,638,011 shares; 2024Q4: 6,569,692 shares; 2025Q1: 6,569,821 shares; 2025Q2: 6,544,894 shares; 2025Q3: 6,637,298 shares; 2025Q4: 9,416,666 shares; 2026Q1: 11,944,494 shares 11,944,494 $3.03B 43.22% +2,527,828 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: 654,607 shares; 2024Q4: 682,193 shares; 2025Q1: 734,631 shares; 2025Q2: 734,726 shares; 2025Q3: 757,543 shares; 2025Q4: 864,965 shares; 2026Q1: 1,088,898 shares 1,088,898 $711M 10.14% +223,933 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: 1,288,378 shares; 2024Q4: 1,288,557 shares; 2025Q1: 1,288,458 shares; 2025Q2: 1,287,223 shares; 2025Q3: 1,287,223 shares; 2025Q4: 1,363,473 shares; 2026Q1: 1,363,473 shares 1,363,473 $581M 8.29% 0 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: 778,477 shares; 2024Q4: 750,918 shares; 2025Q1: 728,487 shares; 2025Q2: 717,427 shares; 2025Q3: 724,679 shares; 2025Q4: 828,824 shares; 2026Q1: 830,249 shares 830,249 $540M 7.7% +1,425 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: 4,289,155 shares; 2024Q4: 4,289,155 shares; 2025Q1: 4,251,767 shares; 2025Q2: 4,237,099 shares; 2025Q3: 4,242,363 shares; 2025Q4: 4,614,881 shares; 2026Q1: 4,587,095 shares 4,587,095 $310M 4.42% -27,786 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: 2,115,922 shares; 2024Q4: 2,115,948 shares; 2025Q1: 2,101,139 shares; 2025Q2: 2,101,139 shares; 2025Q3: 2,103,593 shares; 2025Q4: 2,289,101 shares; 2026Q1: 2,289,104 shares 2,289,104 $285M 4.06% +3 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: 110,433 shares; 2024Q4: 146,027 shares; 2025Q1: 146,947 shares; 2025Q2: 138,350 shares; 2025Q3: 144,043 shares; 2025Q4: 270,210 shares; 2026Q1: 276,504 shares 276,504 $165M 2.36% +6,294 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,358 shares; 2024Q4: 607,633 shares; 2025Q1: 607,633 shares; 2025Q2: 607,633 shares; 2025Q3: 607,633 shares; 2025Q4: 672,633 shares; 2026Q1: 672,670 shares 672,670 $144M 2.05% +37 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: 280,845 shares; 2024Q4: 282,436 shares; 2025Q1: 273,832 shares; 2025Q2: 260,936 shares; 2025Q3: 259,546 shares; 2025Q4: 258,479 shares; 2026Q1: 259,122 shares 259,122 $83.1M 1.19% +643 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: 85,866 shares; 2024Q4: 85,817 shares; 2025Q1: 85,817 shares; 2025Q2: 85,864 shares; 2025Q3: 85,895 shares; 2025Q4: 86,007 shares; 2026Q1: 86,374 shares 86,374 $79.4M 1.13% +367 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792,348 shares; 2024Q4: 792,245 shares; 2025Q1: 810,658 shares; 2025Q2: 815,118 shares; 2025Q3: 819,093 shares; 2025Q4: 819,093 shares; 2026Q1: 819,093 shares 819,093 $72.2M 1.03% 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: 1,010,660 shares; 2024Q4: 3,027,213 shares; 2025Q1: 2,758,008 shares; 2025Q2: 2,721,147 shares; 2025Q3: 2,610,481 shares; 2025Q4: 2,611,861 shares; 2026Q1: 2,636,237 shares 2,636,237 $66.2M 0.94% +24,376 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: 287,562 shares; 2024Q4: 288,366 shares; 2025Q1: 286,548 shares; 2025Q2: 283,048 shares; 2025Q3: 283,121 shares; 2025Q4: 284,627 shares; 2026Q1: 281,386 shares 281,386 $58.6M 0.84% -3,241 Timeline GIND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,038,508 shares; 2026Q1: 1,950,179 shares 1,950,179 $43.3M 0.62% +911,671 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: 109,956 shares; 2024Q4: 108,907 shares; 2025Q1: 101,566 shares; 2025Q2: 106,211 shares; 2025Q3: 107,830 shares; 2025Q4: 108,306 shares; 2026Q1: 110,208 shares 110,208 $40.8M 0.58% +1,902 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: 50,316 shares; 2024Q4: 52,204 shares; 2025Q1: 55,098 shares; 2025Q2: 46,060 shares; 2025Q3: 54,614 shares; 2025Q4: 58,091 shares; 2026Q1: 59,281 shares 59,281 $34.2M 0.49% +1,190 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: 40,671 shares; 2024Q4: 40,671 shares; 2025Q1: 40,116 shares; 2025Q2: 38,886 shares; 2025Q3: 38,886 shares; 2025Q4: 87,586 shares; 2026Q1: 117,586 shares 117,586 $30.8M 0.44% +30,000 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 43,129 shares; 2025Q3: 43,110 shares; 2025Q4: 43,176 shares; 2026Q1: 43,069 shares 43,069 $30.1M 0.43% -107 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: 553,041 shares; 2024Q4: 553,022 shares; 2025Q1: 553,046 shares; 2025Q2: 555,572 shares; 2025Q3: 556,063 shares; 2025Q4: 556,221 shares; 2026Q1: 557,501 shares 557,501 $29.4M 0.42% +1,280 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: 63,324 shares; 2024Q4: 82,543 shares; 2025Q1: 82,614 shares; 2025Q2: 78,103 shares; 2025Q3: 80,072 shares; 2025Q4: 80,435 shares; 2026Q1: 101,845 shares 101,845 $29.3M 0.42% +21,410 Timeline ACWI 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: 187,610 shares; 2024Q4: 187,610 shares; 2025Q1: 187,610 shares; 2025Q2: 187,610 shares; 2025Q3: 187,610 shares; 2025Q4: 199,113 shares; 2026Q1: 199,113 shares 199,113 $27.6M 0.39% 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: 314,096 shares; 2024Q4: 294,061 shares; 2025Q1: 294,061 shares; 2025Q2: 293,715 shares; 2025Q3: 297,757 shares; 2025Q4: 297,631 shares; 2026Q1: 297,775 shares 297,775 $26.7M 0.38% +144 Timeline IYG 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: 294,600 shares; 2024Q4: 294,600 shares; 2025Q1: 294,600 shares; 2025Q2: 294,600 shares; 2025Q3: 294,600 shares; 2025Q4: 294,600 shares; 2026Q1: 294,600 shares 294,600 $24.4M 0.35% 0 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: 77,972 shares; 2024Q4: 74,288 shares; 2025Q1: 74,177 shares; 2025Q2: 68,944 shares; 2025Q3: 76,483 shares; 2025Q4: 76,547 shares; 2026Q1: 79,259 shares 79,259 $22.7M 0.32% +2,712 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: 75,165 shares; 2024Q4: 74,575 shares; 2025Q1: 73,445 shares; 2025Q2: 72,993 shares; 2025Q3: 73,754 shares; 2025Q4: 72,751 shares; 2026Q1: 74,900 shares 74,900 $22M 0.31% +2,149 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: 186,063 shares; 2024Q4: 185,345 shares; 2025Q1: 181,150 shares; 2025Q2: 181,295 shares; 2025Q3: 162,231 shares; 2025Q4: 181,376 shares; 2026Q1: 177,287 shares 177,287 $21.3M 0.3% -4,089 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $20.8M 0.3% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,420 shares; 2024Q4: 83,996 shares; 2025Q1: 78,009 shares; 2025Q2: 94,351 shares; 2025Q3: 107,787 shares; 2025Q4: 106,792 shares; 2026Q1: 108,851 shares 108,851 $19M 0.27% +2,059 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: 58,094 shares; 2024Q4: 59,517 shares; 2025Q1: 60,533 shares; 2025Q2: 66,073 shares; 2025Q3: 68,534 shares; 2025Q4: 136,590 shares; 2026Q1: 139,159 shares 139,159 $18.5M 0.26% +2,569 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: 23,288 shares; 2024Q4: 23,418 shares; 2025Q1: 22,927 shares; 2025Q2: 23,326 shares; 2025Q3: 23,327 shares; 2025Q4: 20,577 shares; 2026Q1: 20,578 shares 20,578 $17.4M 0.25% +1 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,683 shares; 2024Q4: 67,300 shares; 2025Q1: 67,300 shares; 2025Q2: 67,300 shares; 2025Q3: 73,810 shares; 2025Q4: 75,877 shares; 2026Q1: 73,810 shares 73,810 $15.9M 0.23% -2,067 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,702 shares; 2026Q1: 192,702 shares 192,702 $14.5M 0.21% 0 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: 26,393 shares; 2024Q4: 26,378 shares; 2025Q1: 28,224 shares; 2025Q2: 30,298 shares; 2025Q3: 30,429 shares; 2025Q4: 32,439 shares; 2026Q1: 33,304 shares 33,304 $14.3M 0.2% +865 Timeline FEZ 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: 48,739 shares; 2024Q4: 36,208 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 134,456 shares; 2025Q4: 134,771 shares; 2026Q1: 229,718 shares 229,718 $14.3M 0.2% +94,947 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: 66,778 shares; 2024Q4: 66,796 shares; 2025Q1: 66,798 shares; 2025Q2: 66,810 shares; 2025Q3: 68,306 shares; 2025Q4: 68,426 shares; 2026Q1: 69,565 shares 69,565 $13.4M 0.19% +1,139 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 208,580 shares 208,580 $10.5M 0.15% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,117 shares 76,117 $9.36M 0.13% new 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: 17,300 shares; 2024Q4: 17,146 shares; 2025Q1: 17,206 shares; 2025Q2: 16,774 shares; 2025Q3: 17,130 shares; 2025Q4: 17,252 shares; 2026Q1: 18,449 shares 18,449 $8.84M 0.13% +1,197 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: 22,119 shares; 2024Q4: 22,119 shares; 2025Q1: 22,119 shares; 2025Q2: 22,119 shares; 2025Q3: 22,161 shares; 2025Q4: 22,161 shares; 2026Q1: 22,161 shares 22,161 $8.21M 0.12% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 17,562 shares; 2025Q1: 16,282 shares; 2025Q2: 14,075 shares; 2025Q3: 13,742 shares; 2025Q4: 12,864 shares; 2026Q1: 14,348 shares 14,348 $8.21M 0.12% +1,484 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,574 shares; 2024Q4: 309,570 shares; 2025Q1: 310,300 shares; 2025Q2: 310,300 shares; 2025Q3: 310,300 shares; 2025Q4: 310,300 shares; 2026Q1: 310,300 shares 310,300 $7.96M 0.11% 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: 27,421 shares; 2024Q4: 27,421 shares; 2025Q1: 26,221 shares; 2025Q2: 26,221 shares; 2025Q3: 29,887 shares; 2025Q4: 22,121 shares; 2026Q1: 22,128 shares 22,128 $7.89M 0.11% +7 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: 97,026 shares; 2024Q4: 80,761 shares; 2025Q1: 48,932 shares; 2025Q2: 47,680 shares; 2025Q3: 55,166 shares; 2025Q4: 54,888 shares; 2026Q1: 52,588 shares 52,588 $7.69M 0.11% -2,300 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: 89,400 shares; 2024Q4: 89,578 shares; 2025Q1: 83,473 shares; 2025Q2: 83,634 shares; 2025Q3: 87,172 shares; 2025Q4: 87,366 shares; 2026Q1: 87,501 shares 87,501 $7.17M 0.1% +135 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: 27,224 shares; 2024Q4: 24,914 shares; 2025Q1: 14,753 shares; 2025Q2: 19,126 shares; 2025Q3: 19,313 shares; 2025Q4: 18,662 shares; 2026Q1: 18,703 shares 18,703 $6.95M 0.1% +41 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: 13,171 shares; 2024Q4: 13,909 shares; 2025Q1: 15,378 shares; 2025Q2: 15,706 shares; 2025Q3: 15,901 shares; 2025Q4: 15,449 shares; 2026Q1: 16,421 shares 16,421 $6.41M 0.09% +972 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: 14,823 shares; 2024Q4: 19,410 shares; 2025Q1: 15,779 shares; 2025Q2: 15,729 shares; 2025Q3: 17,433 shares; 2025Q4: 17,044 shares; 2026Q1: 20,686 shares 20,686 $6.4M 0.09% +3,642 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,490 shares; 2024Q4: 67,881 shares; 2025Q1: 69,539 shares; 2025Q2: 66,489 shares; 2025Q3: 74,339 shares; 2025Q4: 143,703 shares; 2026Q1: 155,539 shares 155,539 $6.35M 0.09% +11,836 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,369 shares 80,369 $6.32M 0.09% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,296 shares; 2024Q4: 29,460 shares; 2025Q1: 21,978 shares; 2025Q2: 17,643 shares; 2025Q3: 17,643 shares; 2025Q4: 17,954 shares; 2026Q1: 17,581 shares 17,581 $4.79M 0.07% -373 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 44,000 shares 44,000 $4.43M 0.06% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,237 shares; 2024Q4: 51,237 shares; 2025Q1: 51,237 shares; 2025Q2: 51,237 shares; 2025Q3: 49,376 shares; 2025Q4: 49,376 shares; 2026Q1: 49,376 shares 49,376 $4.41M 0.06% 0 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: 7,098 shares; 2024Q4: 6,814 shares; 2025Q1: 6,699 shares; 2025Q2: 6,036 shares; 2025Q3: 5,766 shares; 2025Q4: 47,940 shares; 2026Q1: 45,133 shares 45,133 $4.34M 0.06% -2,807 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: 17,787 shares; 2025Q1: 20,296 shares; 2025Q2: 20,723 shares; 2025Q3: 19,479 shares; 2025Q4: 23,914 shares; 2026Q1: 19,329 shares 19,329 $4.13M 0.06% -4,585 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 25,305 shares; 2025Q1: 32,644 shares; 2025Q2: 61,738 shares; 2025Q3: 48,151 shares; 2025Q4: 48,151 shares; 2026Q1: 48,151 shares 48,151 $3.97M 0.06% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,240 shares; 2024Q4: 99,910 shares; 2025Q1: 84,208 shares; 2025Q2: 72,506 shares; 2025Q3: 54,547 shares; 2025Q4: 54,547 shares; 2026Q1: 56,534 shares 56,534 $3.94M 0.06% +1,987 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 9,477 shares; 2025Q1: 15,868 shares; 2025Q2: 15,236 shares; 2025Q3: 16,205 shares; 2025Q4: 16,095 shares; 2026Q1: 15,843 shares 15,843 $3.76M 0.05% -252 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,976 shares; 2024Q4: 64,976 shares; 2025Q1: 64,976 shares; 2025Q2: 64,974 shares; 2025Q3: 65,743 shares; 2025Q4: 65,831 shares; 2026Q1: 66,789 shares 66,789 $3.76M 0.05% +958 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 9,995 shares; 2025Q1: 16,338 shares; 2025Q2: 16,507 shares; 2025Q3: 16,507 shares; 2025Q4: 16,920 shares; 2026Q1: 18,431 shares 18,431 $3.64M 0.05% +1,511 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: 7,382 shares; 2024Q4: 7,168 shares; 2025Q1: 7,147 shares; 2025Q2: 7,146 shares; 2025Q3: 7,298 shares; 2025Q4: 7,392 shares; 2026Q1: 6,771 shares 6,771 $3.38M 0.05% -621 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 13,336 shares; 2025Q4: 25,907 shares; 2026Q1: 42,371 shares 42,371 $3.37M 0.05% +16,464 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: 20,187 shares; 2024Q4: 18,938 shares; 2025Q1: 16,423 shares; 2025Q2: 16,118 shares; 2025Q3: 17,288 shares; 2025Q4: 16,418 shares; 2026Q1: 9,759 shares 9,759 $3.3M 0.05% -6,659 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: 48,879 shares; 2024Q4: 42,285 shares; 2025Q1: 41,174 shares; 2025Q2: 41,174 shares; 2025Q3: 44,886 shares; 2025Q4: 23,249 shares; 2026Q1: 34,317 shares 34,317 $3.28M 0.05% +11,068 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: 2,920 shares; 2026Q1: 4,519 shares 4,519 $3.18M 0.05% +1,599 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: 32,071 shares; 2024Q4: 34,510 shares; 2025Q1: 7,579 shares; 2025Q2: 6,749 shares; 2025Q3: 12,380 shares; 2025Q4: 13,165 shares; 2026Q1: 12,380 shares 12,380 $3.07M 0.04% -785 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: 2,392 shares; 2024Q4: 2,394 shares; 2025Q1: 2,403 shares; 2025Q2: 2,162 shares; 2025Q3: 2,200 shares; 2025Q4: 2,201 shares; 2026Q1: 3,015 shares 3,015 $3M 0.04% +814 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: 21,914 shares; 2024Q4: 19,395 shares; 2025Q1: 16,216 shares; 2025Q2: 18,081 shares; 2025Q3: 19,953 shares; 2025Q4: 20,134 shares; 2026Q1: 20,141 shares 20,141 $2.95M 0.04% +7 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 17,530 shares; 2025Q1: 24,446 shares; 2025Q2: 19,168 shares; 2025Q3: 19,847 shares; 2025Q4: 18,598 shares; 2026Q1: 19,281 shares 19,281 $2.91M 0.04% +683 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: 10,374 shares; 2024Q4: 10,056 shares; 2025Q1: 9,804 shares; 2025Q2: 9,975 shares; 2025Q3: 10,619 shares; 2025Q4: 10,838 shares; 2026Q1: 11,511 shares 11,511 $2.81M 0.04% +673 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: 26,296 shares; 2024Q4: 26,472 shares; 2025Q1: 25,517 shares; 2025Q2: 25,974 shares; 2025Q3: 19,386 shares; 2025Q4: 19,485 shares; 2026Q1: 19,465 shares 19,465 $2.81M 0.04% -20 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: 34,775 shares; 2024Q4: 32,717 shares; 2025Q1: 25,656 shares; 2025Q2: 25,122 shares; 2025Q3: 26,305 shares; 2025Q4: 25,278 shares; 2026Q1: 18,834 shares 18,834 $2.77M 0.04% -6,444 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,276 shares; 2025Q1: 11,276 shares; 2025Q2: 10,970 shares; 2025Q3: 12,300 shares; 2025Q4: 13,467 shares; 2026Q1: 7,059 shares 7,059 $2.74M 0.04% -6,408 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 22,421 shares; 2025Q1: 27,659 shares; 2025Q2: 39,019 shares; 2025Q3: 39,019 shares; 2025Q4: 44,109 shares; 2026Q1: 44,109 shares 44,109 $2.58M 0.04% 0 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: 13,622 shares; 2024Q4: 4,421 shares; 2025Q1: 4,239 shares; 2025Q2: 4,633 shares; 2025Q3: 11,058 shares; 2025Q4: 12,145 shares; 2026Q1: 12,660 shares 12,660 $2.58M 0.04% +515 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: 3,198 shares; 2024Q4: 3,191 shares; 2025Q1: 3,206 shares; 2025Q2: 3,800 shares; 2025Q3: 4,534 shares; 2025Q4: 4,623 shares; 2026Q1: 5,235 shares 5,235 $2.57M 0.04% +612 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: 32,510 shares; 2024Q4: 32,510 shares; 2025Q1: 32,510 shares; 2025Q2: 32,510 shares; 2025Q3: 32,851 shares; 2025Q4: 32,851 shares; 2026Q1: 33,305 shares 33,305 $2.57M 0.04% +454 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: 1,042 shares; 2024Q4: 587 shares; 2025Q1: 480 shares; 2025Q2: 1,151 shares; 2025Q3: 1,869 shares; 2025Q4: 1,918 shares; 2026Q1: 1,894 shares 1,894 $2.5M 0.04% -24 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: 40,538 shares; 2025Q1: 35,594 shares; 2025Q2: 31,255 shares; 2025Q3: 30,179 shares; 2025Q4: 23,944 shares; 2026Q1: 19,776 shares 19,776 $2.43M 0.03% -4,168 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: 33,163 shares; 2024Q4: 32,121 shares; 2025Q1: 28,700 shares; 2025Q2: 25,355 shares; 2025Q3: 23,785 shares; 2025Q4: 20,221 shares; 2026Q1: 20,355 shares 20,355 $2.41M 0.03% +134 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 3,635 shares; 2025Q4: 3,161 shares; 2026Q1: 3,191 shares 3,191 $2.26M 0.03% +30 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: 5,628 shares; 2024Q4: 11,118 shares; 2025Q1: 11,203 shares; 2025Q2: 11,129 shares; 2025Q3: 11,129 shares; 2025Q4: 11,204 shares; 2026Q1: 13,928 shares 13,928 $2.23M 0.03% +2,724 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: 4,912 shares; 2024Q4: 4,743 shares; 2025Q1: 4,767 shares; 2025Q2: 4,649 shares; 2025Q3: 6,797 shares; 2025Q4: 7,929 shares; 2026Q1: 8,543 shares 8,543 $2.07M 0.03% +614 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: 16,219 shares; 2024Q4: 15,680 shares; 2025Q1: 15,681 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,749 shares; 2026Q1: 13,749 shares 13,749 $2.04M 0.03% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,460 shares; 2025Q4: 39,460 shares; 2026Q1: 39,460 shares 39,460 $2.01M 0.03% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 3,196 shares; 2025Q4: 6,206 shares; 2026Q1: 9,730 shares 9,730 $2.01M 0.03% +3,524 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 9,996 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares 10,101 $1.98M 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,136 shares; 2025Q2: 7,118 shares; 2025Q3: 7,443 shares; 2025Q4: 7,526 shares; 2026Q1: 7,536 shares 7,536 $1.96M 0.03% +10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 7,657 shares; 2025Q3: 18,926 shares; 2025Q4: 24,276 shares; 2026Q1: 38,711 shares 38,711 $1.95M 0.03% +14,435 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 802 shares; 2025Q2: 779 shares; 2025Q3: 835 shares; 2025Q4: 860 shares; 2026Q1: 1,103 shares 1,103 $1.91M 0.03% +243 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,083 shares; 2024Q4: 75,517 shares; 2025Q1: 40,690 shares; 2025Q2: 50,006 shares; 2025Q3: 40,449 shares; 2025Q4: 29,712 shares; 2026Q1: 27,200 shares 27,200 $1.88M 0.03% -2,512 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: 5,910 shares; 2024Q4: 5,910 shares; 2025Q1: 4,750 shares; 2025Q2: 5,037 shares; 2025Q3: 4,837 shares; 2025Q4: 4,997 shares; 2026Q1: 6,107 shares 6,107 $1.85M 0.03% +1,110 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 6,384 shares; 2025Q4: 6,384 shares; 2026Q1: 15,733 shares 15,733 $1.84M 0.03% +9,349 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: not reported; 2024Q4: not reported; 2025Q1: 84,345 shares; 2025Q2: 47,575 shares; 2025Q3: not reported; 2025Q4: 5,744 shares; 2026Q1: 41,176 shares 41,176 $1.82M 0.03% +35,432 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,782 shares; 2025Q1: 8,887 shares; 2025Q2: 13,879 shares; 2025Q3: 4,824 shares; 2025Q4: 5,072 shares; 2026Q1: 9,334 shares 9,334 $1.81M 0.03% +4,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,440 shares 10,440 $1.8M 0.03% new Timeline EWJ 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: 46,880 shares; 2024Q4: 33,377 shares; 2025Q1: 29,259 shares; 2025Q2: 26,050 shares; 2025Q3: 18,839 shares; 2025Q4: 21,256 shares; 2026Q1: 21,256 shares 21,256 $1.79M 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,168 shares; 2024Q4: 31,237 shares; 2025Q1: 36,965 shares; 2025Q2: 37,224 shares; 2025Q3: 43,213 shares; 2025Q4: 44,925 shares; 2026Q1: 36,141 shares 36,141 $1.78M 0.03% -8,784 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: 5,105 shares; 2024Q4: 5,118 shares; 2025Q1: 4,182 shares; 2025Q2: 5,418 shares; 2025Q3: 5,964 shares; 2025Q4: 6,258 shares; 2026Q1: 6,270 shares 6,270 $1.7M 0.02% +12 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 20,391 shares; 2025Q2: 14,986 shares; 2025Q3: 16,115 shares; 2025Q4: 16,115 shares; 2026Q1: 20,883 shares 20,883 $1.68M 0.02% +4,768 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to 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: 769 shares; 2026Q1: 3,172 shares 3,172 $1.65M 0.02% +2,403 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: 9,352 shares; 2024Q4: 11,708 shares; 2025Q1: 11,700 shares; 2025Q2: 12,130 shares; 2025Q3: 12,127 shares; 2025Q4: 12,658 shares; 2026Q1: 12,094 shares 12,094 $1.6M 0.02% -564 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: 4,025 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,289 shares; 2025Q3: 7,692 shares; 2025Q4: 7,771 shares; 2026Q1: 9,432 shares 9,432 $1.53M 0.02% +1,661 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 306 shares; 2025Q3: 283 shares; 2025Q4: 265 shares; 2026Q1: 362 shares 362 $1.52M 0.02% +97 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 12,360 shares; 2025Q2: 15,486 shares; 2025Q3: 12,019 shares; 2025Q4: 12,019 shares; 2026Q1: 12,071 shares 12,071 $1.52M 0.02% +52 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,452 shares; 2026Q1: 28,634 shares 28,634 $1.51M 0.02% -44,818 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: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 3,262 shares; 2025Q2: 3,512 shares; 2025Q3: 3,805 shares; 2025Q4: 17,358 shares; 2026Q1: 13,712 shares 13,712 $1.43M 0.02% -3,646 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: 2,681 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,198 shares; 2025Q3: 2,405 shares; 2025Q4: 3,032 shares; 2026Q1: 3,105 shares 3,105 $1.43M 0.02% +73 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 8,960 shares; 2025Q1: 22,030 shares; 2025Q2: 7,290 shares; 2025Q3: 14,043 shares; 2025Q4: 14,816 shares; 2026Q1: 11,198 shares 11,198 $1.4M 0.02% -3,618 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 7,511 shares; 2025Q1: 7,518 shares; 2025Q2: 7,405 shares; 2025Q3: 8,647 shares; 2025Q4: 8,860 shares; 2026Q1: 10,774 shares 10,774 $1.4M 0.02% +1,914 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: 10,003 shares; 2024Q4: 12,695 shares; 2025Q1: 12,695 shares; 2025Q2: 15,596 shares; 2025Q3: 17,813 shares; 2025Q4: 17,600 shares; 2026Q1: 17,289 shares 17,289 $1.36M 0.02% -311 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: 2,623 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,606 shares; 2025Q3: 2,632 shares; 2025Q4: 2,711 shares; 2026Q1: 4,079 shares 4,079 $1.34M 0.02% +1,368 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: 7,174 shares; 2024Q4: 6,752 shares; 2025Q1: 7,491 shares; 2025Q2: 8,575 shares; 2025Q3: 11,070 shares; 2025Q4: 10,881 shares; 2026Q1: 16,325 shares 16,325 $1.27M 0.02% +5,444 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,999 shares; 2026Q1: 83,388 shares 83,388 $1.25M 0.02% +389 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: 2,266 shares; 2024Q4: 4,592 shares; 2025Q1: 801 shares; 2025Q2: 1,245 shares; 2025Q3: 2,379 shares; 2025Q4: 2,798 shares; 2026Q1: 2,965 shares 2,965 $1.18M 0.02% +167 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,831 shares; 2025Q1: 2,778 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,867 shares; 2026Q1: 6,407 shares 6,407 $1.17M 0.02% +2,540 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,962 shares; 2025Q1: 8,882 shares; 2025Q2: 8,669 shares; 2025Q3: 12,433 shares; 2025Q4: 15,825 shares; 2026Q1: 18,427 shares 18,427 $1.16M 0.02% +2,602 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: 2,319 shares; 2024Q4: 2,586 shares; 2025Q1: 3,451 shares; 2025Q2: 3,842 shares; 2025Q3: 3,501 shares; 2025Q4: 3,243 shares; 2026Q1: 2,657 shares 2,657 $1.15M 0.02% -586 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: 11,828 shares; 2024Q4: 13,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,433 shares 18,433 $1.14M 0.02% new 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: 11,027 shares; 2024Q4: 7,543 shares; 2025Q1: 7,591 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares; 2025Q4: 5,870 shares; 2026Q1: 3,346 shares 3,346 $1.13M 0.02% -2,524 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,135 shares; 2025Q1: 5,224 shares; 2025Q2: 22,860 shares; 2025Q3: 23,032 shares; 2025Q4: 28,610 shares; 2026Q1: 28,993 shares 28,993 $1.11M 0.02% +383 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: 916 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 1,332 shares; 2025Q3: 1,943 shares; 2025Q4: 1,970 shares; 2026Q1: 1,965 shares 1,965 $1.11M 0.02% -5 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: 42,894 shares; 2024Q4: 36,773 shares; 2025Q1: 41,422 shares; 2025Q2: 42,206 shares; 2025Q3: 41,193 shares; 2025Q4: 40,720 shares; 2026Q1: 38,462 shares 38,462 $1.1M 0.02% -2,258 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,963 shares; 2025Q1: 2,750 shares; 2025Q2: 2,925 shares; 2025Q3: 2,750 shares; 2025Q4: 2,792 shares; 2026Q1: 3,547 shares 3,547 $1.1M 0.02% +755 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: not reported; 2024Q4: 679 shares; 2025Q1: 1,712 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares; 2026Q1: 3,931 shares 3,931 $1.09M 0.02% +604 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: 717 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 687 shares; 2025Q3: 716 shares; 2025Q4: 938 shares; 2026Q1: 942 shares 942 $1.09M 0.02% +4 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: 3,335 shares; 2024Q4: 3,349 shares; 2025Q1: 3,461 shares; 2025Q2: 3,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares 3,388 $1.08M 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,494 shares; 2026Q1: 14,585 shares 14,585 $1.07M 0.02% +91 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,068 shares; 2024Q4: 109,742 shares; 2025Q1: 141,088 shares; 2025Q2: 72,858 shares; 2025Q3: 63,927 shares; 2025Q4: 63,927 shares; 2026Q1: 74,033 shares 74,033 $1.06M 0.02% +10,106 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: 7,293 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 9,719 shares; 2025Q3: 10,179 shares; 2025Q4: 10,339 shares; 2026Q1: 11,299 shares 11,299 $1.06M 0.02% +960 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: 2,964 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,811 shares; 2025Q3: 3,206 shares; 2025Q4: 3,221 shares; 2026Q1: 3,616 shares 3,616 $1.05M 0.01% +395 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: 4,860 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,155 shares; 2025Q3: 5,008 shares; 2025Q4: 5,582 shares; 2026Q1: 6,347 shares 6,347 $1.05M 0.01% +765 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,826 shares; 2025Q1: 3,836 shares; 2025Q2: 3,628 shares; 2025Q3: 3,780 shares; 2025Q4: 3,795 shares; 2026Q1: 2,929 shares 2,929 $1.04M 0.01% -866 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 13,650 shares; 2025Q1: 15,699 shares; 2025Q2: 15,287 shares; 2025Q3: 14,173 shares; 2025Q4: 13,187 shares; 2026Q1: 6,433 shares 6,433 $1.04M 0.01% -6,754 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,232 shares; 2025Q4: 6,376 shares; 2026Q1: 6,879 shares 6,879 $1.03M 0.01% +503 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,752 shares; 2026Q1: 2,352 shares 2,352 $1.03M 0.01% -400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,259 shares; 2024Q4: 5,351 shares; 2025Q1: 5,319 shares; 2025Q2: 3,409 shares; 2025Q3: 3,522 shares; 2025Q4: 4,775 shares; 2026Q1: 4,811 shares 4,811 $1.01M 0.01% +36 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,395 shares; 2025Q3: 8,393 shares; 2025Q4: 8,393 shares; 2026Q1: 8,413 shares 8,413 $1.01M 0.01% +20 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,581 shares 1,581 $1M 0.01% new 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: 1,243 shares; 2024Q4: 1,260 shares; 2025Q1: 1,270 shares; 2025Q2: 1,222 shares; 2025Q3: 1,550 shares; 2025Q4: 1,576 shares; 2026Q1: 2,358 shares 2,358 $1M 0.01% +782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 3,885 shares; 2025Q4: 3,900 shares; 2026Q1: 5,172 shares 5,172 $981K 0.01% +1,272 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: 19,381 shares; 2024Q4: 19,016 shares; 2025Q1: 19,294 shares; 2025Q2: 19,379 shares; 2025Q3: 19,382 shares; 2025Q4: 19,881 shares; 2026Q1: 19,935 shares 19,935 $972K 0.01% +54 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,343 shares; 2024Q4: 22,343 shares; 2025Q1: 19,669 shares; 2025Q2: 19,669 shares; 2025Q3: 19,669 shares; 2025Q4: 19,669 shares; 2026Q1: 19,669 shares 19,669 $963K 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: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,940 shares; 2025Q3: 10,472 shares; 2025Q4: 20,944 shares; 2026Q1: 20,944 shares 20,944 $961K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,221 shares; 2025Q4: 1,225 shares; 2026Q1: 1,240 shares 1,240 $958K 0.01% +15 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,214 shares 4,214 $936K 0.01% new 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: 3,370 shares; 2025Q4: 3,415 shares; 2026Q1: 3,400 shares 3,400 $936K 0.01% -15 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,338 shares; 2026Q1: 7,962 shares 7,962 $932K 0.01% +2,624 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: 7,102 shares; 2024Q4: 7,176 shares; 2025Q1: 6,996 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,889 shares; 2026Q1: 7,076 shares 7,076 $911K 0.01% +187 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 2,510 shares; 2025Q1: 2,480 shares; 2025Q2: 2,425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares 2,295 $910K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,240 shares; 2025Q4: 9,244 shares; 2026Q1: 9,247 shares 9,247 $899K 0.01% +3 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 3,158 shares; 2025Q3: 2,676 shares; 2025Q4: 3,122 shares; 2026Q1: 3,629 shares 3,629 $886K 0.01% +507 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 3,249 shares; 2025Q1: 2,469 shares; 2025Q2: 4,190 shares; 2025Q3: 4,282 shares; 2025Q4: 3,828 shares; 2026Q1: 2,715 shares 2,715 $876K 0.01% -1,113 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: 14,264 shares; 2024Q4: 14,412 shares; 2025Q1: 14,412 shares; 2025Q2: 18,033 shares; 2025Q3: 18,927 shares; 2025Q4: 18,947 shares; 2026Q1: 13,164 shares 13,164 $875K 0.01% -5,783 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,411 shares; 2025Q3: 2,033 shares; 2025Q4: 2,045 shares; 2026Q1: 1,993 shares 1,993 $869K 0.01% -52 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 1,924 shares; 2025Q2: 1,801 shares; 2025Q3: 1,974 shares; 2025Q4: 2,754 shares; 2026Q1: 5,071 shares 5,071 $868K 0.01% +2,317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,138 shares; 2025Q4: 5,138 shares; 2026Q1: 7,706 shares 7,706 $854K 0.01% +2,568 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,703 shares 18,703 $842K 0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 18,908 shares 18,908 $841K 0.01% new 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: 5,330 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,147 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares; 2026Q1: 5,361 shares 5,361 $834K 0.01% +6 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,503 shares; 2025Q1: 10,111 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares; 2025Q4: 18,127 shares; 2026Q1: 18,209 shares 18,209 $823K 0.01% +82 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 4,144 shares 4,144 $817K 0.01% +866 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to 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: 15,671 shares 15,671 $808K 0.01% new 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: 4,825 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 4,866 shares; 2025Q3: 5,420 shares; 2025Q4: 5,330 shares; 2026Q1: 5,196 shares 5,196 $794K 0.01% -134 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: 5,748 shares; 2024Q4: 5,777 shares; 2025Q1: 5,853 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 6,521 shares; 2026Q1: 6,377 shares 6,377 $793K 0.01% -144 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,360 shares; 2025Q1: 3,352 shares; 2025Q2: 3,323 shares; 2025Q3: 4,902 shares; 2025Q4: 4,952 shares; 2026Q1: 4,942 shares 4,942 $777K 0.01% -10 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,871 shares; 2025Q2: 9,871 shares; 2025Q3: 9,871 shares; 2025Q4: 10,542 shares; 2026Q1: 12,882 shares 12,882 $766K 0.01% +2,340 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 210 shares; 2026Q1: 789 shares 789 $759K 0.01% +579 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 26,274 shares; 2025Q1: 24,405 shares; 2025Q2: 17,985 shares; 2025Q3: 11,967 shares; 2025Q4: 11,967 shares; 2026Q1: 11,967 shares 11,967 $749K 0.01% 0 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: not reported; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 2,898 shares; 2025Q3: 3,361 shares; 2025Q4: 6,722 shares; 2026Q1: 6,722 shares 6,722 $733K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,678 shares; 2025Q2: not reported; 2025Q3: 6,961 shares; 2025Q4: 5,322 shares; 2026Q1: 5,387 shares 5,387 $725K 0.01% +65 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 15,708 shares; 2025Q1: 16,225 shares; 2025Q2: 16,312 shares; 2025Q3: 23,046 shares; 2025Q4: 22,817 shares; 2026Q1: 22,603 shares 22,603 $724K 0.01% -214 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,463 shares; 2024Q4: 9,569 shares; 2025Q1: 9,582 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 9,770 shares 9,770 $678K 0.01% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 3,007 shares 3,007 $654K 0.01% +2,096 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10,726 shares; 2025Q1: 10,726 shares; 2025Q2: 10,765 shares; 2025Q3: 12,221 shares; 2025Q4: 10,856 shares; 2026Q1: 10,821 shares 10,821 $636K 0.01% -35 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,561 shares; 2024Q4: 18,208 shares; 2025Q1: 18,208 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 14,002 shares; 2026Q1: 19,814 shares 19,814 $625K 0.01% +5,812 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: 6,344 shares; 2024Q4: 6,359 shares; 2025Q1: 8,668 shares; 2025Q2: 4,190 shares; 2025Q3: 5,008 shares; 2025Q4: 10,026 shares; 2026Q1: 10,035 shares 10,035 $615K 0.01% +9 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 1,980 shares; 2025Q3: 1,615 shares; 2025Q4: 1,781 shares; 2026Q1: 3,080 shares 3,080 $611K 0.01% +1,299 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares; 2025Q4: 6,137 shares; 2026Q1: 6,137 shares 6,137 $596K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 6,257 shares; 2025Q1: 6,482 shares; 2025Q2: 6,668 shares; 2025Q3: 6,222 shares; 2025Q4: 6,292 shares; 2026Q1: 7,562 shares 7,562 $575K 0.01% +1,270 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: 4,995 shares; 2024Q4: 3,291 shares; 2025Q1: 5,785 shares; 2025Q2: 7,695 shares; 2025Q3: 4,794 shares; 2025Q4: 3,237 shares; 2026Q1: 3,277 shares 3,277 $564K 0.01% +40 Timeline WAT WATERS CORP More: the full row for WATERS 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: 1,882 shares 1,882 $560K 0.01% new Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 13,426 shares; 2025Q3: 17,576 shares; 2025Q4: 22,165 shares; 2026Q1: 26,408 shares 26,408 $556K 0.01% +4,243 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 6,786 shares; 2025Q1: 7,435 shares; 2025Q2: 6,445 shares; 2025Q3: 6,819 shares; 2025Q4: 4,375 shares; 2026Q1: 3,142 shares 3,142 $552K 0.01% -1,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,635 shares; 2025Q4: 1,834 shares; 2026Q1: 2,436 shares 2,436 $551K 0.01% +602 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,645 shares; 2025Q4: 8,289 shares; 2026Q1: 9,849 shares 9,849 $550K 0.01% +1,560 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: 1,326 shares; 2024Q4: 1,306 shares; 2025Q1: 1,308 shares; 2025Q2: 1,458 shares; 2025Q3: 1,570 shares; 2025Q4: 1,553 shares; 2026Q1: 1,547 shares 1,547 $544K 0.01% -6 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 7,138 shares; 2025Q2: 6,834 shares; 2025Q3: 6,200 shares; 2025Q4: 5,517 shares; 2026Q1: 3,941 shares 3,941 $541K 0.01% -1,576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares 1,681 $539K 0.01% new 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: 5,033 shares; 2024Q4: 4,077 shares; 2025Q1: 3,857 shares; 2025Q2: 5,072 shares; 2025Q3: 5,502 shares; 2025Q4: 5,670 shares; 2026Q1: 5,571 shares 5,571 $537K 0.01% -99 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,493 shares 1,493 $536K 0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,662 shares 6,662 $527K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,023 shares; 2025Q2: 4,805 shares; 2025Q3: 5,085 shares; 2025Q4: 5,970 shares; 2026Q1: 6,050 shares 6,050 $525K 0.01% +80 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: 2,990 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,528 shares; 2026Q1: 3,142 shares 3,142 $517K 0.01% -386 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,996 shares; 2024Q4: 29,318 shares; 2025Q1: 30,260 shares; 2025Q2: 30,739 shares; 2025Q3: 30,363 shares; 2025Q4: 17,039 shares; 2026Q1: 7,133 shares 7,133 $513K 0.01% -9,906 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 5,963 shares 5,963 $512K 0.01% new 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: 8,134 shares; 2024Q4: 8,746 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares; 2026Q1: 7,631 shares 7,631 $506K 0.01% -1,115 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,178 shares; 2025Q1: 5,178 shares; 2025Q2: 4,720 shares; 2025Q3: 4,944 shares; 2025Q4: 4,954 shares; 2026Q1: 2,317 shares 2,317 $502K 0.01% -2,637 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,180 shares; 2026Q1: 1,389 shares 1,389 $497K 0.01% +209 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,255 shares 8,255 $497K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 947 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 988 shares; 2026Q1: 803 shares 803 $473K 0.01% -185 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 1,317 shares 1,317 $471K 0.01% -1,018 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,474 shares 2,474 $469K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $450K 0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 8,357 shares; 2026Q1: 8,395 shares 8,395 $447K 0.01% +38 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: 1,967 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,719 shares; 2025Q3: 1,984 shares; 2025Q4: 2,339 shares; 2026Q1: 2,873 shares 2,873 $446K 0.01% +534 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 6,810 shares; 2025Q1: 12,656 shares; 2025Q2: 12,511 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,747 shares 7,747 $442K 0.01% new Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $440K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,144 shares; 2026Q1: 3,144 shares 3,144 $427K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares; 2026Q1: 2,154 shares 2,154 $426K 0.01% +235 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,408 shares 6,408 $417K 0.01% new Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to 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: 11,940 shares 11,940 $405K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 7,406 shares; 2025Q3: 7,406 shares; 2025Q4: 7,406 shares; 2026Q1: 7,406 shares 7,406 $395K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 55,194 shares; 2026Q1: 56,292 shares 56,292 $391K 0.01% +1,098 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,258 shares; 2026Q1: 1,189 shares 1,189 $391K 0.01% -69 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 46,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,503 shares; 2026Q1: 83,847 shares 83,847 $386K 0.01% +39,344 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: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $381K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,751 shares 1,751 $379K 0.01% new 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: 1,696 shares; 2024Q4: 1,548 shares; 2025Q1: 1,557 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares; 2025Q4: 1,877 shares; 2026Q1: 1,819 shares 1,819 $378K 0.01% -58 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: 7,261 shares; 2024Q4: 7,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,711 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares 2,756 $375K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: not reported; 2026Q1: 3,183 shares 3,183 $366K 0.01% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 4,032 shares; 2025Q3: 8,717 shares; 2025Q4: 8,585 shares; 2026Q1: 5,706 shares 5,706 $362K 0.01% -2,879 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 3,577 shares; 2026Q1: 3,593 shares 3,593 $350K <0.01% +16 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: 9,953 shares; 2024Q4: 8,849 shares; 2025Q1: 8,161 shares; 2025Q2: 6,299 shares; 2025Q3: 4,068 shares; 2025Q4: 4,308 shares; 2026Q1: 4,383 shares 4,383 $349K <0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,282 shares; 2026Q1: 2,048 shares 2,048 $347K <0.01% -234 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,014 shares 2,014 $341K <0.01% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,960 shares 5,960 $322K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,072 shares; 2025Q2: 5,136 shares; 2025Q3: 4,761 shares; 2025Q4: 4,739 shares; 2026Q1: 4,479 shares 4,479 $321K <0.01% -260 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $308K <0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,336 shares 3,336 $306K <0.01% new 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: 9,695 shares; 2024Q4: 9,316 shares; 2025Q1: 9,953 shares; 2025Q2: 9,155 shares; 2025Q3: 6,502 shares; 2025Q4: 5,212 shares; 2026Q1: 3,284 shares 3,284 $305K <0.01% -1,928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,386 shares; 2025Q4: 1,384 shares; 2026Q1: 1,429 shares 1,429 $296K <0.01% +45 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: 4,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,283 shares; 2026Q1: 1,215 shares 1,215 $295K <0.01% -68 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,361 shares; 2025Q4: 5,396 shares; 2026Q1: 5,866 shares 5,866 $291K <0.01% +470 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,275 shares; 2026Q1: 18,375 shares 18,375 $284K <0.01% -900 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: 2,463 shares; 2024Q4: 2,315 shares; 2025Q1: 2,316 shares; 2025Q2: 2,372 shares; 2025Q3: 2,316 shares; 2025Q4: 2,496 shares; 2026Q1: 2,762 shares 2,762 $284K <0.01% +266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,261 shares; 2026Q1: 2,231 shares 2,231 $282K <0.01% -30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,812 shares 6,812 $280K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,535 shares 5,535 $277K <0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $275K <0.01% 0 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: 885 shares; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 870 shares; 2025Q3: 922 shares; 2025Q4: 951 shares; 2026Q1: 920 shares 920 $269K <0.01% -31 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 2,078 shares; 2025Q3: 2,056 shares; 2025Q4: 1,755 shares; 2026Q1: 1,536 shares 1,536 $266K <0.01% -219 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,691 shares; 2024Q4: 15,081 shares; 2025Q1: 15,081 shares; 2025Q2: 15,351 shares; 2025Q3: 15,351 shares; 2025Q4: 15,351 shares; 2026Q1: 15,351 shares 15,351 $262K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,464 shares 2,464 $261K <0.01% -106 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 971 shares; 2025Q4: 1,064 shares; 2026Q1: 977 shares 977 $260K <0.01% -87 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: 3,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 5,055 shares; 2026Q1: 3,823 shares 3,823 $245K <0.01% -1,232 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,159 shares; 2026Q1: 4,239 shares 4,239 $241K <0.01% +80 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 3,062 shares; 2025Q3: 4,568 shares; 2025Q4: 5,670 shares; 2026Q1: 1,360 shares 1,360 $237K <0.01% -4,310 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 20,808 shares; 2025Q1: 20,808 shares; 2025Q2: 20,808 shares; 2025Q3: 20,808 shares; 2025Q4: 20,808 shares; 2026Q1: 20,808 shares 20,808 $232K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,076 shares 6,076 $223K <0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares 653 $223K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,471 shares 3,471 $221K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,302 shares 1,302 $220K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,622 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $217K <0.01% 0 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: 1,478 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares 1,493 $216K <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: 1,182 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares 2,223 $212K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $210K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,866 shares; 2026Q1: 1,896 shares 1,896 $208K <0.01% +30 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,036 shares; 2026Q1: 12,036 shares 12,036 $191K <0.01% 0 Timeline DRTSW ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $80K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to 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: 19,721 shares; 2026Q1: 19,721 shares 19,721 $57.6K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,842 shares; 2024Q4: 48,842 shares; 2025Q1: 48,842 shares; 2025Q2: 48,842 shares; 2025Q3: 48,842 shares; 2025Q4: 48,842 shares; 2026Q1: 48,842 shares 48,842 $37.1K <0.01% 0 Timeline