CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,262 shares; 2024Q4: 258,822 shares; 2025Q1: 256,028 shares; 2025Q2: 263,664 shares; 2025Q3: 256,052 shares; 2025Q4: 253,058 shares; 2026Q1: 251,211 shares 251,211 $30M 3.75% -1,847 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: 126,112 shares; 2024Q4: 108,612 shares; 2025Q1: 108,466 shares; 2025Q2: 109,538 shares; 2025Q3: 108,023 shares; 2025Q4: 99,352 shares; 2026Q1: 96,482 shares 96,482 $27.7M 3.47% -2,870 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,237 shares; 2024Q4: 120,079 shares; 2025Q1: 120,094 shares; 2025Q2: 105,396 shares; 2025Q3: 99,754 shares; 2025Q4: 100,133 shares; 2026Q1: 99,036 shares 99,036 $25.1M 3.14% -1,097 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: 190,315 shares; 2024Q4: 190,678 shares; 2025Q1: 191,855 shares; 2025Q2: 192,693 shares; 2025Q3: 186,997 shares; 2025Q4: 186,359 shares; 2026Q1: 178,905 shares 178,905 $22.2M 2.78% -7,454 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: 25,031 shares; 2024Q4: 23,690 shares; 2025Q1: 23,280 shares; 2025Q2: 23,333 shares; 2025Q3: 23,528 shares; 2025Q4: 23,959 shares; 2026Q1: 23,527 shares 23,527 $21.6M 2.71% -432 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: 57,326 shares; 2024Q4: 53,758 shares; 2025Q1: 53,303 shares; 2025Q2: 52,872 shares; 2025Q3: 52,610 shares; 2025Q4: 53,040 shares; 2026Q1: 53,088 shares 53,088 $19.7M 2.46% +48 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: 91,629 shares; 2024Q4: 81,233 shares; 2025Q1: 84,021 shares; 2025Q2: 89,956 shares; 2025Q3: 87,730 shares; 2025Q4: 84,639 shares; 2026Q1: 84,503 shares 84,503 $17.6M 2.2% -136 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: 89,165 shares; 2024Q4: 89,830 shares; 2025Q1: 94,977 shares; 2025Q2: 100,035 shares; 2025Q3: 97,589 shares; 2025Q4: 99,315 shares; 2026Q1: 100,501 shares 100,501 $17.5M 2.19% +1,186 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: 31,731 shares; 2024Q4: 28,390 shares; 2025Q1: 28,295 shares; 2025Q2: 28,665 shares; 2025Q3: 28,970 shares; 2025Q4: 28,878 shares; 2026Q1: 29,824 shares 29,824 $17.1M 2.13% +946 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: 22,205 shares; 2024Q4: 21,566 shares; 2025Q1: 21,689 shares; 2025Q2: 21,558 shares; 2025Q3: 20,931 shares; 2025Q4: 20,804 shares; 2026Q1: 19,913 shares 19,913 $14.1M 1.76% -891 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: 45,228 shares; 2024Q4: 42,547 shares; 2025Q1: 43,474 shares; 2025Q2: 42,672 shares; 2025Q3: 43,879 shares; 2025Q4: 44,738 shares; 2026Q1: 44,153 shares 44,153 $13M 1.62% -585 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: 72,514 shares; 2024Q4: 72,389 shares; 2025Q1: 73,626 shares; 2025Q2: 74,873 shares; 2025Q3: 73,291 shares; 2025Q4: 73,170 shares; 2026Q1: 72,665 shares 72,665 $12.3M 1.54% -505 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,400 shares; 2024Q4: 48,854 shares; 2025Q1: 48,923 shares; 2025Q2: 50,492 shares; 2025Q3: 50,057 shares; 2025Q4: 51,039 shares; 2026Q1: 50,919 shares 50,919 $11.7M 1.46% -120 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,220 shares; 2024Q4: 103,634 shares; 2025Q1: 115,221 shares; 2025Q2: 130,844 shares; 2025Q3: 131,741 shares; 2025Q4: 136,441 shares; 2026Q1: 149,419 shares 149,419 $10.2M 1.28% +12,978 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,131 shares; 2024Q4: 49,224 shares; 2025Q1: 48,513 shares; 2025Q2: 48,074 shares; 2025Q3: 42,377 shares; 2025Q4: 42,523 shares; 2026Q1: 42,305 shares 42,305 $10M 1.25% -218 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: 20,065 shares; 2024Q4: 19,425 shares; 2025Q1: 19,515 shares; 2025Q2: 19,406 shares; 2025Q3: 18,486 shares; 2025Q4: 18,176 shares; 2026Q1: 17,530 shares 17,530 $9.87M 1.23% -646 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: 40,607 shares; 2024Q4: 40,097 shares; 2025Q1: 40,830 shares; 2025Q2: 42,496 shares; 2025Q3: 43,254 shares; 2025Q4: 45,141 shares; 2026Q1: 45,297 shares 45,297 $9.85M 1.23% +156 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 8,090 shares; 2025Q1: 8,353 shares; 2025Q2: 8,499 shares; 2025Q3: 8,652 shares; 2025Q4: 9,176 shares; 2026Q1: 9,239 shares 9,239 $9.21M 1.15% +63 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: 20,075 shares; 2024Q4: 19,232 shares; 2025Q1: 18,929 shares; 2025Q2: 19,008 shares; 2025Q3: 18,781 shares; 2025Q4: 18,801 shares; 2026Q1: 18,094 shares 18,094 $9.04M 1.13% -707 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 19,627 shares; 2025Q1: 22,308 shares; 2025Q2: 25,382 shares; 2025Q3: 24,425 shares; 2025Q4: 26,175 shares; 2026Q1: 29,410 shares 29,410 $8.79M 1.1% +3,235 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 17,039 shares; 2025Q1: 17,218 shares; 2025Q2: 17,380 shares; 2025Q3: 16,005 shares; 2025Q4: 16,269 shares; 2026Q1: 15,475 shares 15,475 $8.33M 1.04% -794 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: 60,036 shares; 2024Q4: 70,369 shares; 2025Q1: 69,677 shares; 2025Q2: 69,246 shares; 2025Q3: 76,048 shares; 2025Q4: 81,259 shares; 2026Q1: 81,747 shares 81,747 $7.94M 0.99% +488 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: 38,233 shares; 2024Q4: 38,374 shares; 2025Q1: 38,720 shares; 2025Q2: 39,428 shares; 2025Q3: 38,123 shares; 2025Q4: 38,292 shares; 2026Q1: 38,307 shares 38,307 $7.93M 0.99% +15 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: 87,458 shares; 2024Q4: 97,310 shares; 2025Q1: 101,494 shares; 2025Q2: 105,924 shares; 2025Q3: 103,776 shares; 2025Q4: 109,955 shares; 2026Q1: 117,291 shares 117,291 $7.92M 0.99% +7,336 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: 15,770 shares; 2024Q4: 16,394 shares; 2025Q1: 17,087 shares; 2025Q2: 17,947 shares; 2025Q3: 17,034 shares; 2025Q4: 17,200 shares; 2026Q1: 16,513 shares 16,513 $7.91M 0.99% -687 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: 95,961 shares; 2024Q4: 95,725 shares; 2025Q1: 97,170 shares; 2025Q2: 102,834 shares; 2025Q3: 101,462 shares; 2025Q4: 104,190 shares; 2026Q1: 104,038 shares 104,038 $7.91M 0.99% -152 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: 27,057 shares; 2024Q4: 27,118 shares; 2025Q1: 27,079 shares; 2025Q2: 27,403 shares; 2025Q3: 26,796 shares; 2025Q4: 26,888 shares; 2026Q1: 26,134 shares 26,134 $7.9M 0.99% -754 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 53,675 shares; 2025Q1: 53,238 shares; 2025Q2: 53,475 shares; 2025Q3: 52,145 shares; 2025Q4: 67,033 shares; 2026Q1: 81,636 shares 81,636 $7.58M 0.95% +14,603 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,933 shares; 2024Q4: 69,428 shares; 2025Q1: 71,836 shares; 2025Q2: 73,474 shares; 2025Q3: 75,719 shares; 2025Q4: 75,982 shares; 2026Q1: 77,507 shares 77,507 $7.48M 0.94% +1,525 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: 58,285 shares; 2024Q4: 56,351 shares; 2025Q1: 56,831 shares; 2025Q2: 57,354 shares; 2025Q3: 55,308 shares; 2025Q4: 52,039 shares; 2026Q1: 51,282 shares 51,282 $7.41M 0.93% -757 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 15,752 shares; 2025Q1: 15,818 shares; 2025Q2: 16,300 shares; 2025Q3: 16,722 shares; 2025Q4: 17,621 shares; 2026Q1: 17,152 shares 17,152 $7.15M 0.89% -469 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: 7,306 shares; 2024Q4: 8,049 shares; 2025Q1: 9,125 shares; 2025Q2: 10,351 shares; 2025Q3: 10,322 shares; 2025Q4: 10,744 shares; 2026Q1: 12,082 shares 12,082 $6.97M 0.87% +1,338 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 5,532 shares; 2025Q1: 7,615 shares; 2025Q2: 10,571 shares; 2025Q3: 14,144 shares; 2025Q4: 13,911 shares; 2026Q1: 16,181 shares 16,181 $6.96M 0.87% +2,270 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: 37,615 shares; 2024Q4: 37,414 shares; 2025Q1: 38,390 shares; 2025Q2: 39,945 shares; 2025Q3: 40,570 shares; 2025Q4: 42,430 shares; 2026Q1: 41,498 shares 41,498 $6.83M 0.85% -932 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: 1,330 shares; 2024Q4: 2,668 shares; 2025Q1: 4,023 shares; 2025Q2: 6,227 shares; 2025Q3: 8,284 shares; 2025Q4: 17,651 shares; 2026Q1: 21,408 shares 21,408 $6.63M 0.83% +3,757 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: 66,722 shares; 2024Q4: 72,905 shares; 2025Q1: 74,175 shares; 2025Q2: 74,283 shares; 2025Q3: 70,141 shares; 2025Q4: 69,754 shares; 2026Q1: 68,014 shares 68,014 $6.61M 0.83% -1,740 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: 23,633 shares; 2024Q4: 23,011 shares; 2025Q1: 22,143 shares; 2025Q2: 21,925 shares; 2025Q3: 21,449 shares; 2025Q4: 22,444 shares; 2026Q1: 27,052 shares 27,052 $6.61M 0.83% +4,608 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: 43,068 shares; 2024Q4: 48,170 shares; 2025Q1: 48,079 shares; 2025Q2: 49,403 shares; 2025Q3: 49,639 shares; 2025Q4: 51,264 shares; 2026Q1: 50,681 shares 50,681 $6.3M 0.79% -583 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: 24,993 shares; 2024Q4: 26,120 shares; 2025Q1: 25,882 shares; 2025Q2: 26,197 shares; 2025Q3: 25,893 shares; 2025Q4: 25,703 shares; 2026Q1: 25,281 shares 25,281 $6.27M 0.78% -422 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: 2,219 shares; 2024Q4: 2,873 shares; 2025Q1: 3,375 shares; 2025Q2: 3,914 shares; 2025Q3: 5,261 shares; 2025Q4: 66,450 shares; 2026Q1: 65,082 shares 65,082 $6.26M 0.78% -1,368 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: 20,381 shares; 2024Q4: 20,498 shares; 2025Q1: 20,670 shares; 2025Q2: 20,891 shares; 2025Q3: 19,842 shares; 2025Q4: 19,476 shares; 2026Q1: 18,806 shares 18,806 $6.18M 0.77% -670 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,838 shares; 2024Q4: 22,057 shares; 2025Q1: 21,862 shares; 2025Q2: 22,133 shares; 2025Q3: 19,984 shares; 2025Q4: 20,043 shares; 2026Q1: 19,897 shares 19,897 $6.18M 0.77% -146 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: 19,837 shares; 2024Q4: 18,454 shares; 2025Q1: 17,963 shares; 2025Q2: 17,414 shares; 2025Q3: 17,142 shares; 2025Q4: 14,992 shares; 2026Q1: 14,497 shares 14,497 $6.18M 0.77% -495 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,227 shares; 2025Q1: 10,811 shares; 2025Q2: 11,101 shares; 2025Q3: 12,465 shares; 2025Q4: 12,896 shares; 2026Q1: 12,454 shares 12,454 $6.17M 0.77% -442 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: 52,649 shares; 2024Q4: 53,364 shares; 2025Q1: 53,421 shares; 2025Q2: 56,347 shares; 2025Q3: 55,253 shares; 2025Q4: 55,871 shares; 2026Q1: 54,801 shares 54,801 $6.01M 0.75% -1,070 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: 88,642 shares; 2024Q4: 97,140 shares; 2025Q1: 95,595 shares; 2025Q2: 95,325 shares; 2025Q3: 95,645 shares; 2025Q4: 98,982 shares; 2026Q1: 102,449 shares 102,449 $5.82M 0.73% +3,467 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,100 shares; 2024Q4: 79,100 shares; 2025Q1: 132,380 shares; 2025Q2: 133,250 shares; 2025Q3: 133,250 shares; 2025Q4: 131,350 shares; 2026Q1: 131,350 shares 131,350 $5.47M 0.68% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,814 shares; 2024Q4: 16,495 shares; 2025Q1: 16,418 shares; 2025Q2: 16,351 shares; 2025Q3: 15,483 shares; 2025Q4: 17,847 shares; 2026Q1: 18,730 shares 18,730 $5.38M 0.67% +883 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: 13,033 shares; 2024Q4: 13,043 shares; 2025Q1: 15,544 shares; 2025Q2: 16,217 shares; 2025Q3: 15,735 shares; 2025Q4: 15,574 shares; 2026Q1: 15,452 shares 15,452 $4.96M 0.62% -122 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: 82,560 shares; 2024Q4: 85,335 shares; 2025Q1: 89,842 shares; 2025Q2: 90,182 shares; 2025Q3: 82,983 shares; 2025Q4: 83,908 shares; 2026Q1: 90,318 shares 90,318 $4.46M 0.56% +6,410 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,872 shares; 2024Q4: 17,683 shares; 2025Q1: 18,100 shares; 2025Q2: 19,780 shares; 2025Q3: 21,763 shares; 2025Q4: 25,763 shares; 2026Q1: 27,609 shares 27,609 $4.41M 0.55% +1,846 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: 41,692 shares; 2024Q4: 41,958 shares; 2025Q1: 43,350 shares; 2025Q2: 44,907 shares; 2025Q3: 44,031 shares; 2025Q4: 43,320 shares; 2026Q1: 42,102 shares 42,102 $4.32M 0.54% -1,218 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,085 shares; 2024Q4: 22,850 shares; 2025Q1: 23,265 shares; 2025Q2: 23,230 shares; 2025Q3: 22,755 shares; 2025Q4: 22,880 shares; 2026Q1: 22,370 shares 22,370 $4.24M 0.53% -510 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: 10,719 shares; 2024Q4: 10,635 shares; 2025Q1: 10,908 shares; 2025Q2: 11,715 shares; 2025Q3: 11,354 shares; 2025Q4: 11,684 shares; 2026Q1: 11,812 shares 11,812 $4.16M 0.52% +128 Timeline SHYG 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: 93,577 shares; 2024Q4: 103,107 shares; 2025Q1: 101,749 shares; 2025Q2: 101,115 shares; 2025Q3: 101,594 shares; 2025Q4: 100,817 shares; 2026Q1: 97,233 shares 97,233 $4.11M 0.51% -3,584 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: 36,224 shares; 2024Q4: 31,367 shares; 2025Q1: 26,107 shares; 2025Q2: 23,822 shares; 2025Q3: 21,442 shares; 2025Q4: 20,423 shares; 2026Q1: 19,933 shares 19,933 $4.05M 0.51% -490 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 18,465 shares; 2025Q1: 19,603 shares; 2025Q2: 22,526 shares; 2025Q3: 25,041 shares; 2025Q4: 28,143 shares; 2026Q1: 29,410 shares 29,410 $3.96M 0.5% +1,267 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 26,616 shares; 2025Q1: 26,560 shares; 2025Q2: 26,493 shares; 2025Q3: 26,429 shares; 2025Q4: 26,649 shares; 2026Q1: 27,004 shares 27,004 $3.94M 0.49% +355 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: 27,742 shares; 2024Q4: 30,852 shares; 2025Q1: 33,676 shares; 2025Q2: 37,454 shares; 2025Q3: 44,298 shares; 2025Q4: 54,777 shares; 2026Q1: 60,828 shares 60,828 $3.9M 0.49% +6,051 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: 31,940 shares; 2024Q4: 30,685 shares; 2025Q1: 28,879 shares; 2025Q2: 28,522 shares; 2025Q3: 27,501 shares; 2025Q4: 25,813 shares; 2026Q1: 24,102 shares 24,102 $3.74M 0.47% -1,711 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 16,188 shares; 2025Q1: 18,458 shares; 2025Q2: 21,223 shares; 2025Q3: 23,197 shares; 2025Q4: 25,783 shares; 2026Q1: 31,352 shares 31,352 $3.74M 0.47% +5,569 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: 24,654 shares; 2024Q4: 26,499 shares; 2025Q1: 27,980 shares; 2025Q2: 28,660 shares; 2025Q3: 26,906 shares; 2025Q4: 26,316 shares; 2026Q1: 24,784 shares 24,784 $3.65M 0.46% -1,532 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: 5,746 shares; 2024Q4: 5,644 shares; 2025Q1: 6,186 shares; 2025Q2: 6,564 shares; 2025Q3: 5,914 shares; 2025Q4: 5,822 shares; 2026Q1: 5,600 shares 5,600 $3.64M 0.46% -222 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,606 shares; 2025Q1: 7,211 shares; 2025Q2: 7,172 shares; 2025Q3: 7,214 shares; 2025Q4: 7,790 shares; 2026Q1: 10,182 shares 10,182 $3.51M 0.44% +2,392 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 15,997 shares; 2025Q1: 16,848 shares; 2025Q2: 17,921 shares; 2025Q3: 17,713 shares; 2025Q4: 16,486 shares; 2026Q1: 15,958 shares 15,958 $3.49M 0.44% -528 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,059 shares; 2024Q4: 19,065 shares; 2025Q1: 19,015 shares; 2025Q2: 18,942 shares; 2025Q3: 18,243 shares; 2025Q4: 18,562 shares; 2026Q1: 18,833 shares 18,833 $3.43M 0.43% +271 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: 7,949 shares; 2024Q4: 7,755 shares; 2025Q1: 7,559 shares; 2025Q2: 7,567 shares; 2025Q3: 7,928 shares; 2025Q4: 8,280 shares; 2026Q1: 17,564 shares 17,564 $3.41M 0.43% +9,284 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: 13,013 shares; 2024Q4: 13,142 shares; 2025Q1: 13,154 shares; 2025Q2: 12,994 shares; 2025Q3: 13,119 shares; 2025Q4: 13,636 shares; 2026Q1: 13,866 shares 13,866 $3.39M 0.42% +230 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: 25,336 shares; 2024Q4: 26,253 shares; 2025Q1: 26,345 shares; 2025Q2: 27,845 shares; 2025Q3: 26,908 shares; 2025Q4: 25,811 shares; 2026Q1: 25,499 shares 25,499 $3.37M 0.42% -312 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,300 shares; 2024Q4: 59,565 shares; 2025Q1: 62,890 shares; 2025Q2: 65,345 shares; 2025Q3: 69,495 shares; 2025Q4: 44,295 shares; 2026Q1: 35,935 shares 35,935 $3.3M 0.41% -8,360 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: 25,465 shares; 2024Q4: 28,517 shares; 2025Q1: 29,634 shares; 2025Q2: 31,779 shares; 2025Q3: 34,749 shares; 2025Q4: 36,169 shares; 2026Q1: 36,086 shares 36,086 $3.23M 0.4% -83 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: 23,630 shares; 2024Q4: 42,305 shares; 2025Q1: 48,360 shares; 2025Q2: 53,493 shares; 2025Q3: 56,628 shares; 2025Q4: 57,125 shares; 2026Q1: 44,003 shares 44,003 $3.17M 0.4% -13,122 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: not reported; 2024Q4: 13,550 shares; 2025Q1: 15,355 shares; 2025Q2: 19,945 shares; 2025Q3: 24,710 shares; 2025Q4: 27,635 shares; 2026Q1: 19,670 shares 19,670 $3.15M 0.39% -7,965 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 16,443 shares; 2025Q1: 16,664 shares; 2025Q2: 16,831 shares; 2025Q3: 16,160 shares; 2025Q4: 15,936 shares; 2026Q1: 15,415 shares 15,415 $3.13M 0.39% -521 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: 13,756 shares; 2024Q4: 14,061 shares; 2025Q1: 14,041 shares; 2025Q2: 14,175 shares; 2025Q3: 14,499 shares; 2025Q4: 15,795 shares; 2026Q1: 16,229 shares 16,229 $3.13M 0.39% +434 Timeline ISTB 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: 41,792 shares; 2024Q4: 42,320 shares; 2025Q1: 45,486 shares; 2025Q2: 47,928 shares; 2025Q3: 52,336 shares; 2025Q4: 57,223 shares; 2026Q1: 62,686 shares 62,686 $3.04M 0.38% +5,463 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: 28,660 shares; 2024Q4: 29,307 shares; 2025Q1: 30,246 shares; 2025Q2: 31,998 shares; 2025Q3: 33,806 shares; 2025Q4: 37,512 shares; 2026Q1: 41,144 shares 41,144 $3.03M 0.38% +3,632 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,900 shares; 2024Q4: 73,625 shares; 2025Q1: 73,625 shares; 2025Q2: 74,425 shares; 2025Q3: 74,425 shares; 2025Q4: 74,425 shares; 2026Q1: 74,425 shares 74,425 $3.01M 0.38% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 210 shares; 2025Q3: 214 shares; 2025Q4: 5,598 shares; 2026Q1: 5,797 shares 5,797 $2.81M 0.35% +199 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,685 shares; 2024Q4: 27,855 shares; 2025Q1: 28,255 shares; 2025Q2: 28,165 shares; 2025Q3: 36,550 shares; 2025Q4: 38,675 shares; 2026Q1: 40,765 shares 40,765 $2.79M 0.35% +2,090 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,390 shares; 2024Q4: 41,228 shares; 2025Q1: 52,581 shares; 2025Q2: 53,715 shares; 2025Q3: 54,206 shares; 2025Q4: 54,788 shares; 2026Q1: 55,435 shares 55,435 $2.76M 0.35% +647 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,262 shares; 2024Q4: 72,823 shares; 2025Q1: 74,288 shares; 2025Q2: 73,938 shares; 2025Q3: 70,876 shares; 2025Q4: 70,825 shares; 2026Q1: 70,375 shares 70,375 $2.74M 0.34% -450 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: 710 shares; 2024Q4: 2,165 shares; 2025Q1: 4,040 shares; 2025Q2: 5,255 shares; 2025Q3: 14,059 shares; 2025Q4: 18,388 shares; 2026Q1: 19,964 shares 19,964 $2.71M 0.34% +1,576 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: 34,569 shares; 2024Q4: 33,196 shares; 2025Q1: 33,092 shares; 2025Q2: 32,632 shares; 2025Q3: 33,858 shares; 2025Q4: 35,141 shares; 2026Q1: 34,852 shares 34,852 $2.7M 0.34% -289 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,485 shares; 2024Q4: 32,552 shares; 2025Q1: 34,655 shares; 2025Q2: 36,354 shares; 2025Q3: 39,822 shares; 2025Q4: 43,363 shares; 2026Q1: 49,753 shares 49,753 $2.69M 0.34% +6,390 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,852 shares; 2024Q4: 21,778 shares; 2025Q1: 21,373 shares; 2025Q2: 21,088 shares; 2025Q3: 20,057 shares; 2025Q4: 19,329 shares; 2026Q1: 17,681 shares 17,681 $2.68M 0.33% -1,648 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,497 shares; 2024Q4: 150,402 shares; 2025Q1: 148,902 shares; 2025Q2: 147,787 shares; 2025Q3: 150,402 shares; 2025Q4: 150,902 shares; 2026Q1: 149,652 shares 149,652 $2.66M 0.33% -1,250 Timeline HYG 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: 17,193 shares; 2024Q4: 19,244 shares; 2025Q1: 22,119 shares; 2025Q2: 23,432 shares; 2025Q3: 27,261 shares; 2025Q4: 30,156 shares; 2026Q1: 33,282 shares 33,282 $2.65M 0.33% +3,126 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: 8,929 shares; 2024Q4: 8,765 shares; 2025Q1: 8,736 shares; 2025Q2: 8,421 shares; 2025Q3: 8,130 shares; 2025Q4: 7,856 shares; 2026Q1: 7,041 shares 7,041 $2.61M 0.33% -815 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,550 shares; 2024Q4: 67,100 shares; 2025Q1: 67,100 shares; 2025Q2: 67,100 shares; 2025Q3: 66,600 shares; 2025Q4: 66,600 shares; 2026Q1: 66,600 shares 66,600 $2.58M 0.32% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,252 shares; 2025Q1: 7,731 shares; 2025Q2: 8,665 shares; 2025Q3: 9,634 shares; 2025Q4: 10,470 shares; 2026Q1: 10,268 shares 10,268 $2.38M 0.3% -202 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: 18,939 shares; 2024Q4: 17,469 shares; 2025Q1: 17,064 shares; 2025Q2: 17,632 shares; 2025Q3: 17,205 shares; 2025Q4: 41,569 shares; 2026Q1: 49,343 shares 49,343 $2.26M 0.28% +7,774 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 17,875 shares; 2025Q1: 18,670 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares; 2026Q1: 21,755 shares 21,755 $2.2M 0.27% +3,125 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: 31,332 shares; 2024Q4: 31,537 shares; 2025Q1: 33,963 shares; 2025Q2: 33,443 shares; 2025Q3: 32,719 shares; 2025Q4: 34,135 shares; 2026Q1: 44,968 shares 44,968 $2.19M 0.27% +10,833 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: 24,539 shares; 2024Q4: 19,470 shares; 2025Q1: 19,441 shares; 2025Q2: 19,058 shares; 2025Q3: 19,990 shares; 2025Q4: 20,571 shares; 2026Q1: 22,948 shares 22,948 $2.16M 0.27% +2,377 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,327 shares; 2025Q1: 5,238 shares; 2025Q2: 6,306 shares; 2025Q3: 6,547 shares; 2025Q4: 6,922 shares; 2026Q1: 7,272 shares 7,272 $2.15M 0.27% +350 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,455 shares; 2024Q4: 86,705 shares; 2025Q1: 81,415 shares; 2025Q2: 74,750 shares; 2025Q3: 63,655 shares; 2025Q4: 59,720 shares; 2026Q1: 46,370 shares 46,370 $2.14M 0.27% -13,350 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: 4,315 shares; 2024Q4: 3,742 shares; 2025Q1: 3,600 shares; 2025Q2: 3,210 shares; 2025Q3: 2,281 shares; 2025Q4: 2,079 shares; 2026Q1: 4,274 shares 4,274 $2.1M 0.26% +2,195 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: 6,990 shares; 2024Q4: 5,573 shares; 2025Q1: 5,447 shares; 2025Q2: 5,412 shares; 2025Q3: 4,760 shares; 2025Q4: 4,584 shares; 2026Q1: 4,857 shares 4,857 $2.1M 0.26% +273 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,434 shares; 2024Q4: 40,434 shares; 2025Q1: 40,434 shares; 2025Q2: 60,834 shares; 2025Q3: 60,684 shares; 2025Q4: 50,484 shares; 2026Q1: 50,484 shares 50,484 $2.07M 0.26% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,835 shares; 2024Q4: 62,770 shares; 2025Q1: 62,770 shares; 2025Q2: 61,693 shares; 2025Q3: 59,893 shares; 2025Q4: 60,523 shares; 2026Q1: 54,295 shares 54,295 $2.07M 0.26% -6,228 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,525 shares; 2024Q4: 16,115 shares; 2025Q1: 16,977 shares; 2025Q2: 17,820 shares; 2025Q3: 22,323 shares; 2025Q4: 24,131 shares; 2026Q1: 24,451 shares 24,451 $2.05M 0.26% +320 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: 8,889 shares; 2024Q4: 8,575 shares; 2025Q1: 8,310 shares; 2025Q2: 7,755 shares; 2025Q3: 7,840 shares; 2025Q4: 15,735 shares; 2026Q1: 15,394 shares 15,394 $2.05M 0.26% -341 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,694 shares; 2025Q1: 13,694 shares; 2025Q2: 13,694 shares; 2025Q3: 13,654 shares; 2025Q4: 13,894 shares; 2026Q1: 13,735 shares 13,735 $1.99M 0.25% -159 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,411 shares; 2024Q4: 37,761 shares; 2025Q1: 43,718 shares; 2025Q2: 47,240 shares; 2025Q3: 53,573 shares; 2025Q4: 59,974 shares; 2026Q1: 65,471 shares 65,471 $1.97M 0.25% +5,497 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,057 shares; 2024Q4: 57,057 shares; 2025Q1: 57,557 shares; 2025Q2: 57,557 shares; 2025Q3: 48,307 shares; 2025Q4: 48,307 shares; 2026Q1: 47,607 shares 47,607 $1.96M 0.24% -700 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,862 shares; 2024Q4: 16,284 shares; 2025Q1: 16,354 shares; 2025Q2: 16,307 shares; 2025Q3: 15,494 shares; 2025Q4: 15,413 shares; 2026Q1: 14,908 shares 14,908 $1.95M 0.24% -505 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,209 shares; 2024Q4: 39,744 shares; 2025Q1: 41,083 shares; 2025Q2: 40,329 shares; 2025Q3: 38,378 shares; 2025Q4: 37,868 shares; 2026Q1: 36,899 shares 36,899 $1.85M 0.23% -969 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: 4,945 shares; 2024Q4: 5,010 shares; 2025Q1: 5,542 shares; 2025Q2: 6,146 shares; 2025Q3: 7,779 shares; 2025Q4: 9,902 shares; 2026Q1: 10,144 shares 10,144 $1.85M 0.23% +242 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: 8,603 shares; 2024Q4: 8,678 shares; 2025Q1: 8,924 shares; 2025Q2: 8,909 shares; 2025Q3: 8,072 shares; 2025Q4: 7,502 shares; 2026Q1: 7,082 shares 7,082 $1.84M 0.23% -420 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,275 shares; 2024Q4: 47,275 shares; 2025Q1: 47,275 shares; 2025Q2: 47,075 shares; 2025Q3: 48,375 shares; 2025Q4: 47,775 shares; 2026Q1: 44,775 shares 44,775 $1.83M 0.23% -3,000 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 13,955 shares; 2025Q1: 13,955 shares; 2025Q2: 13,955 shares; 2025Q3: 13,944 shares; 2025Q4: 13,944 shares; 2026Q1: 14,625 shares 14,625 $1.73M 0.22% +681 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,861 shares; 2026Q1: 22,106 shares 22,106 $1.68M 0.21% +245 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,084 shares; 2024Q4: 34,043 shares; 2025Q1: 33,409 shares; 2025Q2: 33,393 shares; 2025Q3: 27,735 shares; 2025Q4: 26,290 shares; 2026Q1: 25,595 shares 25,595 $1.65M 0.21% -695 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: 53,620 shares; 2024Q4: 33,370 shares; 2025Q1: 33,370 shares; 2025Q2: 31,408 shares; 2025Q3: 28,659 shares; 2025Q4: 26,775 shares; 2026Q1: 17,093 shares 17,093 $1.65M 0.21% -9,682 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 6,313 shares; 2025Q1: 6,285 shares; 2025Q2: 6,100 shares; 2025Q3: 6,093 shares; 2025Q4: 6,053 shares; 2026Q1: 6,248 shares 6,248 $1.61M 0.2% +195 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: 11,700 shares; 2024Q4: 12,222 shares; 2025Q1: 12,775 shares; 2025Q2: 15,863 shares; 2025Q3: 10,752 shares; 2025Q4: 9,032 shares; 2026Q1: 5,778 shares 5,778 $1.56M 0.2% -3,254 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,003 shares; 2025Q1: 39,035 shares; 2025Q2: 40,275 shares; 2025Q3: 41,580 shares; 2025Q4: 40,996 shares; 2026Q1: 39,161 shares 39,161 $1.54M 0.19% -1,835 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: 51,817 shares; 2024Q4: 28,323 shares; 2025Q1: 26,714 shares; 2025Q2: 24,938 shares; 2025Q3: 47,821 shares; 2025Q4: 40,779 shares; 2026Q1: 37,244 shares 37,244 $1.53M 0.19% -3,535 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,663 shares; 2024Q4: 12,245 shares; 2025Q1: 11,940 shares; 2025Q2: 12,263 shares; 2025Q3: 10,800 shares; 2025Q4: 9,531 shares; 2026Q1: 6,627 shares 6,627 $1.5M 0.19% -2,904 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,189 shares; 2025Q1: 5,128 shares; 2025Q2: 5,523 shares; 2025Q3: 5,370 shares; 2025Q4: 5,238 shares; 2026Q1: 5,144 shares 5,144 $1.48M 0.18% -94 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 6,635 shares; 2025Q1: 5,660 shares; 2025Q2: 5,914 shares; 2025Q3: 4,734 shares; 2025Q4: 4,636 shares; 2026Q1: 4,419 shares 4,419 $1.45M 0.18% -217 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,707 shares; 2024Q4: 13,527 shares; 2025Q1: 13,518 shares; 2025Q2: 13,207 shares; 2025Q3: 12,337 shares; 2025Q4: 11,892 shares; 2026Q1: 11,018 shares 11,018 $1.44M 0.18% -874 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: not reported; 2024Q4: 4,250 shares; 2025Q1: 4,835 shares; 2025Q2: 5,845 shares; 2025Q3: 7,272 shares; 2025Q4: 8,502 shares; 2026Q1: 3,659 shares 3,659 $1.43M 0.18% -4,843 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,648 shares; 2024Q4: 20,248 shares; 2025Q1: 20,216 shares; 2025Q2: 21,230 shares; 2025Q3: 21,345 shares; 2025Q4: 20,028 shares; 2026Q1: 15,719 shares 15,719 $1.39M 0.17% -4,309 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 14,946 shares; 2025Q1: 14,651 shares; 2025Q2: 14,516 shares; 2025Q3: 12,916 shares; 2025Q4: 12,671 shares; 2026Q1: 12,591 shares 12,591 $1.38M 0.17% -80 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: 10,848 shares; 2024Q4: 13,173 shares; 2025Q1: 13,386 shares; 2025Q2: 13,386 shares; 2025Q3: 13,346 shares; 2025Q4: 13,646 shares; 2026Q1: 13,573 shares 13,573 $1.37M 0.17% -73 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 6,185 shares; 2025Q1: 6,646 shares; 2025Q2: 6,638 shares; 2025Q3: 6,573 shares; 2025Q4: 7,015 shares; 2026Q1: 6,815 shares 6,815 $1.33M 0.17% -200 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: 22,725 shares; 2024Q4: 23,360 shares; 2025Q1: 16,672 shares; 2025Q2: 13,761 shares; 2025Q3: 11,752 shares; 2025Q4: 10,997 shares; 2026Q1: 10,976 shares 10,976 $1.32M 0.17% -21 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 15,165 shares; 2025Q1: 17,570 shares; 2025Q2: 18,065 shares; 2025Q3: 18,079 shares; 2025Q4: 17,924 shares; 2026Q1: 14,299 shares 14,299 $1.27M 0.16% -3,625 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,080 shares; 2024Q4: 32,875 shares; 2025Q1: 32,875 shares; 2025Q2: 32,325 shares; 2025Q3: 32,325 shares; 2025Q4: 32,985 shares; 2026Q1: 32,750 shares 32,750 $1.26M 0.16% -235 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 4,205 shares; 2025Q1: 4,269 shares; 2025Q2: 4,195 shares; 2025Q3: 4,199 shares; 2025Q4: 4,199 shares; 2026Q1: 4,134 shares 4,134 $1.25M 0.16% -65 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,864 shares; 2024Q4: 17,173 shares; 2025Q1: 16,706 shares; 2025Q2: 16,527 shares; 2025Q3: 15,149 shares; 2025Q4: 11,688 shares; 2026Q1: 10,966 shares 10,966 $1.24M 0.16% -722 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,400 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: 31,100 shares; 2025Q4: 31,100 shares; 2026Q1: 31,100 shares 31,100 $1.23M 0.15% 0 Timeline PFF 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: 53,438 shares; 2024Q4: 49,145 shares; 2025Q1: 47,649 shares; 2025Q2: 46,847 shares; 2025Q3: 44,492 shares; 2025Q4: 42,840 shares; 2026Q1: 40,402 shares 40,402 $1.22M 0.15% -2,438 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,878 shares; 2024Q4: 20,141 shares; 2025Q1: 18,740 shares; 2025Q2: 18,455 shares; 2025Q3: 17,875 shares; 2025Q4: 17,310 shares; 2026Q1: 17,010 shares 17,010 $1.21M 0.15% -300 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,060 shares; 2025Q1: 7,008 shares; 2025Q2: 8,610 shares; 2025Q3: 8,785 shares; 2025Q4: 9,220 shares; 2026Q1: 8,490 shares 8,490 $1.21M 0.15% -730 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,347 shares; 2024Q4: 59,347 shares; 2025Q1: 59,697 shares; 2025Q2: 59,382 shares; 2025Q3: 30,282 shares; 2025Q4: 27,317 shares; 2026Q1: 27,160 shares 27,160 $1.21M 0.15% -157 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,337 shares; 2025Q1: 8,064 shares; 2025Q2: 8,327 shares; 2025Q3: 8,333 shares; 2025Q4: 8,467 shares; 2026Q1: 8,277 shares 8,277 $1.21M 0.15% -190 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,068 shares; 2024Q4: 30,716 shares; 2025Q1: 34,567 shares; 2025Q2: 40,888 shares; 2025Q3: 48,896 shares; 2025Q4: 47,038 shares; 2026Q1: 39,992 shares 39,992 $1.16M 0.14% -7,046 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: 2,348 shares; 2024Q4: 2,375 shares; 2025Q1: 2,669 shares; 2025Q2: 2,716 shares; 2025Q3: 2,847 shares; 2025Q4: 2,870 shares; 2026Q1: 2,594 shares 2,594 $1.1M 0.14% -276 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: 5,779 shares; 2024Q4: 5,694 shares; 2025Q1: 5,604 shares; 2025Q2: 5,488 shares; 2025Q3: 5,524 shares; 2025Q4: 5,195 shares; 2026Q1: 5,106 shares 5,106 $1.09M 0.14% -89 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,877 shares; 2025Q1: 5,945 shares; 2025Q2: 5,792 shares; 2025Q3: 6,132 shares; 2025Q4: 6,052 shares; 2026Q1: 5,856 shares 5,856 $1.08M 0.13% -196 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,732 shares; 2024Q4: 19,954 shares; 2025Q1: 19,524 shares; 2025Q2: 19,287 shares; 2025Q3: 18,122 shares; 2025Q4: 18,361 shares; 2026Q1: 17,330 shares 17,330 $1.07M 0.13% -1,031 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,907 shares; 2026Q1: 9,757 shares 9,757 $1.07M 0.13% -150 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,487 shares; 2026Q1: 6,487 shares 6,487 $1.02M 0.13% 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: 5,464 shares; 2024Q4: 5,335 shares; 2025Q1: 5,195 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 9,171 shares; 2026Q1: 9,011 shares 9,011 $982K 0.12% -160 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 10,881 shares; 2025Q1: 11,107 shares; 2025Q2: 10,903 shares; 2025Q3: 9,776 shares; 2025Q4: 10,434 shares; 2026Q1: 11,279 shares 11,279 $977K 0.12% +845 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: 10,538 shares; 2024Q4: 10,829 shares; 2025Q1: 11,339 shares; 2025Q2: 11,735 shares; 2025Q3: 11,165 shares; 2025Q4: 9,073 shares; 2026Q1: 7,560 shares 7,560 $974K 0.12% -1,513 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: 4,489 shares; 2024Q4: 3,774 shares; 2025Q1: 3,753 shares; 2025Q2: 3,574 shares; 2025Q3: 3,947 shares; 2025Q4: 3,781 shares; 2026Q1: 3,329 shares 3,329 $955K 0.12% -452 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,636 shares; 2024Q4: 33,872 shares; 2025Q1: 36,224 shares; 2025Q2: 35,992 shares; 2025Q3: 34,166 shares; 2025Q4: 33,123 shares; 2026Q1: 33,829 shares 33,829 $950K 0.12% +706 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,903 shares; 2026Q1: 9,903 shares 9,903 $928K 0.12% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,492 shares; 2024Q4: 11,683 shares; 2025Q1: 13,383 shares; 2025Q2: 12,269 shares; 2025Q3: 11,495 shares; 2025Q4: 9,617 shares; 2026Q1: 15,267 shares 15,267 $926K 0.12% +5,650 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 10,621 shares; 2025Q1: 10,493 shares; 2025Q2: 11,338 shares; 2025Q3: 11,278 shares; 2025Q4: 9,883 shares; 2026Q1: 9,793 shares 9,793 $908K 0.11% -90 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,514 shares; 2024Q4: 16,989 shares; 2025Q1: 16,183 shares; 2025Q2: 15,533 shares; 2025Q3: 14,055 shares; 2025Q4: 13,935 shares; 2026Q1: 13,742 shares 13,742 $895K 0.11% -193 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: 703 shares; 2024Q4: 676 shares; 2025Q1: 670 shares; 2025Q2: 679 shares; 2025Q3: 597 shares; 2025Q4: 1,473 shares; 2026Q1: 1,310 shares 1,310 $856K 0.11% -163 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,413 shares; 2025Q1: 4,256 shares; 2025Q2: 4,200 shares; 2025Q3: 4,168 shares; 2025Q4: 4,018 shares; 2026Q1: 3,881 shares 3,881 $843K 0.11% -137 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 12,475 shares; 2025Q1: 14,120 shares; 2025Q2: 13,035 shares; 2025Q3: 17,000 shares; 2025Q4: 15,945 shares; 2026Q1: 12,354 shares 12,354 $842K 0.11% -3,591 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,653 shares; 2025Q1: 8,739 shares; 2025Q2: 8,967 shares; 2025Q3: 8,602 shares; 2025Q4: 7,863 shares; 2026Q1: 7,415 shares 7,415 $839K 0.1% -448 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 15,368 shares; 2025Q1: 15,368 shares; 2025Q2: 15,368 shares; 2025Q3: 20,635 shares; 2025Q4: 16,883 shares; 2026Q1: 16,883 shares 16,883 $776K 0.1% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,778 shares; 2024Q4: 26,078 shares; 2025Q1: 24,748 shares; 2025Q2: 22,250 shares; 2025Q3: 18,875 shares; 2025Q4: 17,975 shares; 2026Q1: 17,950 shares 17,950 $763K 0.1% -25 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $704K 0.09% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 2,731 shares; 2025Q4: 2,431 shares; 2026Q1: 2,297 shares 2,297 $694K 0.09% -134 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 8,003 shares; 2025Q1: 8,003 shares; 2025Q2: 7,950 shares; 2025Q3: 7,353 shares; 2025Q4: 7,353 shares; 2026Q1: 7,413 shares 7,413 $671K 0.08% +60 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,613 shares; 2025Q1: 3,691 shares; 2025Q2: 3,608 shares; 2025Q3: 3,461 shares; 2025Q4: 2,934 shares; 2026Q1: 2,757 shares 2,757 $668K 0.08% -177 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $654K 0.08% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,147 shares; 2024Q4: 19,232 shares; 2025Q1: 18,372 shares; 2025Q2: 16,692 shares; 2025Q3: 16,342 shares; 2025Q4: 14,862 shares; 2026Q1: 14,782 shares 14,782 $637K 0.08% -80 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $622K 0.08% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,960 shares; 2025Q1: 2,762 shares; 2025Q2: 2,290 shares; 2025Q3: 3,020 shares; 2025Q4: 3,515 shares; 2026Q1: 3,388 shares 3,388 $608K 0.08% -127 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: 4,494 shares; 2024Q4: 4,619 shares; 2025Q1: 4,771 shares; 2025Q2: 5,130 shares; 2025Q3: 4,708 shares; 2025Q4: 3,655 shares; 2026Q1: 3,204 shares 3,204 $608K 0.08% -451 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: 10,892 shares; 2024Q4: 10,057 shares; 2025Q1: 10,268 shares; 2025Q2: 8,077 shares; 2025Q3: 7,147 shares; 2025Q4: 5,801 shares; 2026Q1: 3,165 shares 3,165 $600K 0.08% -2,636 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: 1,317 shares; 2024Q4: 1,422 shares; 2025Q1: 1,484 shares; 2025Q2: 1,735 shares; 2025Q3: 1,578 shares; 2025Q4: 1,544 shares; 2026Q1: 1,608 shares 1,608 $598K 0.07% +64 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 369 shares; 2025Q1: 274 shares; 2025Q2: 245 shares; 2025Q3: 542 shares; 2025Q4: 949 shares; 2026Q1: 1,059 shares 1,059 $595K 0.07% +110 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 668 shares 668 $578K 0.07% +233 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: 14,110 shares; 2024Q4: 14,065 shares; 2025Q1: 13,720 shares; 2025Q2: 13,751 shares; 2025Q3: 12,241 shares; 2025Q4: 10,846 shares; 2026Q1: 10,125 shares 10,125 $570K 0.07% -721 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,825 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 9,090 shares; 2025Q3: 8,136 shares; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares 7,996 $565K 0.07% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 2,118 shares; 2026Q1: 2,121 shares 2,121 $556K 0.07% +3 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $550K 0.07% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,115 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 2,350 shares; 2025Q4: 2,440 shares; 2026Q1: 2,495 shares 2,495 $546K 0.07% +55 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,920 shares; 2025Q1: 5,980 shares; 2025Q2: 7,760 shares; 2025Q3: 8,017 shares; 2025Q4: 7,867 shares; 2026Q1: 7,112 shares 7,112 $534K 0.07% -755 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: 5,834 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,850 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $534K 0.07% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,319 shares; 2025Q1: 3,004 shares; 2025Q2: 3,041 shares; 2025Q3: 2,993 shares; 2025Q4: 3,248 shares; 2026Q1: 3,407 shares 3,407 $530K 0.07% +159 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: 407 shares; 2024Q4: 334 shares; 2025Q1: 437 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $520K 0.07% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 3,603 shares; 2025Q1: 4,883 shares; 2025Q2: 4,813 shares; 2025Q3: 5,401 shares; 2025Q4: 4,284 shares; 2026Q1: 3,960 shares 3,960 $519K 0.06% -324 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 4,002 shares; 2025Q1: 3,917 shares; 2025Q2: 3,807 shares; 2025Q3: 3,369 shares; 2025Q4: 2,032 shares; 2026Q1: 1,862 shares 1,862 $497K 0.06% -170 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,596 shares; 2025Q4: 1,626 shares; 2026Q1: 1,624 shares 1,624 $491K 0.06% -2 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: 20,019 shares; 2024Q4: 21,106 shares; 2025Q1: 20,878 shares; 2025Q2: 9,455 shares; 2025Q3: 10,640 shares; 2025Q4: 10,275 shares; 2026Q1: 9,145 shares 9,145 $483K 0.06% -1,130 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,485 shares; 2025Q1: 9,750 shares; 2025Q2: 7,445 shares; 2025Q3: 8,515 shares; 2025Q4: 5,755 shares; 2026Q1: 3,460 shares 3,460 $475K 0.06% -2,295 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 3,079 shares; 2025Q1: 3,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,566 shares; 2025Q4: 3,666 shares; 2026Q1: 3,601 shares 3,601 $461K 0.06% -65 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: 1,831 shares; 2024Q4: 1,883 shares; 2025Q1: 2,169 shares; 2025Q2: 2,335 shares; 2025Q3: 1,653 shares; 2025Q4: 1,512 shares; 2026Q1: 1,417 shares 1,417 $454K 0.06% -95 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 744 shares 744 $445K 0.06% +30 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,110 shares; 2025Q1: 6,769 shares; 2025Q2: 6,600 shares; 2025Q3: 5,681 shares; 2025Q4: 5,490 shares; 2026Q1: 5,090 shares 5,090 $434K 0.05% -400 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: 2,000 shares; 2024Q4: 2,132 shares; 2025Q1: 2,243 shares; 2025Q2: 2,132 shares; 2025Q3: 2,487 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares 2,039 $424K 0.05% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares; 2025Q1: 26,555 shares; 2025Q2: 26,555 shares; 2025Q3: 30,675 shares; 2025Q4: 26,555 shares; 2026Q1: 26,555 shares 26,555 $416K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 169 shares; 2025Q2: 469 shares; 2025Q3: 582 shares; 2025Q4: 1,178 shares; 2026Q1: 1,186 shares 1,186 $401K 0.05% +8 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: 4,620 shares; 2024Q4: 4,521 shares; 2025Q1: 4,637 shares; 2025Q2: 4,725 shares; 2025Q3: 3,175 shares; 2025Q4: 6,480 shares; 2026Q1: 6,420 shares 6,420 $393K 0.05% -60 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 7,029 shares; 2025Q1: 7,104 shares; 2025Q2: 7,404 shares; 2025Q3: 2,680 shares; 2025Q4: 1,770 shares; 2026Q1: 2,004 shares 2,004 $392K 0.05% +234 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 10,090 shares; 2025Q2: 9,258 shares; 2025Q3: 10,759 shares; 2025Q4: 9,258 shares; 2026Q1: 9,258 shares 9,258 $383K 0.05% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,121 shares; 2024Q4: 27,121 shares; 2025Q1: 26,986 shares; 2025Q2: 26,406 shares; 2025Q3: 9,526 shares; 2025Q4: 9,687 shares; 2026Q1: 8,932 shares 8,932 $382K 0.05% -755 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 1,977 shares; 2025Q1: 2,034 shares; 2025Q2: 1,792 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,900 shares 1,900 $378K 0.05% +88 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,855 shares 7,855 $377K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,749 shares; 2024Q4: 11,701 shares; 2025Q1: 10,657 shares; 2025Q2: 7,952 shares; 2025Q3: 6,208 shares; 2025Q4: 3,840 shares; 2026Q1: 3,112 shares 3,112 $377K 0.05% -728 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: 2,541 shares; 2024Q4: 2,556 shares; 2025Q1: 2,441 shares; 2025Q2: 2,346 shares; 2025Q3: 3,160 shares; 2025Q4: 3,085 shares; 2026Q1: 2,475 shares 2,475 $363K 0.05% -610 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,675 shares; 2025Q3: 3,525 shares; 2025Q4: 3,505 shares; 2026Q1: 3,405 shares 3,405 $361K 0.05% -100 Timeline IYR 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: 4,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,786 shares; 2026Q1: 3,701 shares 3,701 $350K 0.04% -85 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: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,525 shares; 2025Q2: 1,286 shares; 2025Q3: 1,578 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $331K 0.04% 0 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: 84,134 shares; 2024Q4: 82,234 shares; 2025Q1: 86,044 shares; 2025Q2: 90,244 shares; 2025Q3: 42,314 shares; 2025Q4: 14,399 shares; 2026Q1: 10,264 shares 10,264 $328K 0.04% -4,135 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 834 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares 1,509 $319K 0.04% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,755 shares; 2024Q4: 23,355 shares; 2025Q1: 23,355 shares; 2025Q2: 21,855 shares; 2025Q3: 8,155 shares; 2025Q4: 7,405 shares; 2026Q1: 7,265 shares 7,265 $313K 0.04% -140 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 12,865 shares; 2025Q1: 11,865 shares; 2025Q2: 9,750 shares; 2025Q3: 8,900 shares; 2025Q4: 7,610 shares; 2026Q1: 7,625 shares 7,625 $312K 0.04% +15 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 4,617 shares; 2025Q1: 3,182 shares; 2025Q2: 2,207 shares; 2025Q3: 3,025 shares; 2025Q4: 2,625 shares; 2026Q1: 4,249 shares 4,249 $309K 0.04% +1,624 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: 524 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $308K 0.04% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,379 shares; 2024Q4: 31,379 shares; 2025Q1: 31,379 shares; 2025Q2: 20,457 shares; 2025Q3: 10,582 shares; 2025Q4: 7,582 shares; 2026Q1: 7,431 shares 7,431 $296K 0.04% -151 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $295K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 920 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $292K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 8,161 shares; 2025Q1: 7,689 shares; 2025Q2: 5,943 shares; 2025Q3: 4,369 shares; 2025Q4: 3,115 shares; 2026Q1: 2,955 shares 2,955 $291K 0.04% -160 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $287K 0.04% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $284K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 1,344 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $278K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,742 shares; 2025Q1: 1,617 shares; 2025Q2: 1,534 shares; 2025Q3: 1,411 shares; 2025Q4: 1,372 shares; 2026Q1: 1,881 shares 1,881 $275K 0.03% +509 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: 2,071 shares; 2024Q4: 2,196 shares; 2025Q1: 2,392 shares; 2025Q2: 3,092 shares; 2025Q3: 2,742 shares; 2025Q4: 2,852 shares; 2026Q1: 2,272 shares 2,272 $271K 0.03% -580 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 443 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584 $270K 0.03% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,363 shares; 2025Q1: 1,348 shares; 2025Q2: 1,688 shares; 2025Q3: 1,876 shares; 2025Q4: 1,841 shares; 2026Q1: 1,772 shares 1,772 $270K 0.03% -69 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: 1,905 shares; 2024Q4: 1,827 shares; 2025Q1: 1,602 shares; 2025Q2: 1,353 shares; 2025Q3: 1,328 shares; 2025Q4: 1,323 shares; 2026Q1: 1,253 shares 1,253 $269K 0.03% -70 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 205 shares; 2025Q2: 3,075 shares; 2025Q3: 3,000 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $258K 0.03% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,977 shares; 2025Q1: 6,785 shares; 2025Q2: 6,755 shares; 2025Q3: 5,595 shares; 2025Q4: 5,575 shares; 2026Q1: 5,590 shares 5,590 $257K 0.03% +15 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 10,735 shares; 2025Q1: 10,763 shares; 2025Q2: 10,355 shares; 2025Q3: 9,384 shares; 2025Q4: 7,679 shares; 2026Q1: 6,079 shares 6,079 $226K 0.03% -1,600 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $221K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 4,410 shares; 2025Q1: 4,425 shares; 2025Q2: 4,040 shares; 2025Q3: 3,790 shares; 2025Q4: 4,298 shares; 2026Q1: 4,248 shares 4,248 $221K 0.03% -50 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,361 shares; 2025Q1: 2,617 shares; 2025Q2: 2,304 shares; 2025Q3: 1,928 shares; 2025Q4: 1,828 shares; 2026Q1: 1,823 shares 1,823 $216K 0.03% -5 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: 901 shares; 2024Q4: 1,666 shares; 2025Q1: 1,896 shares; 2025Q2: 3,861 shares; 2025Q3: 4,555 shares; 2025Q4: 3,460 shares; 2026Q1: 1,080 shares 1,080 $213K 0.03% -2,380 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: 1,330 shares; 2024Q4: 75 shares; 2025Q1: 132 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 2,463 shares; 2026Q1: 2,963 shares 2,963 $213K 0.03% +500 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $212K 0.03% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 2,799 shares; 2025Q1: 2,763 shares; 2025Q2: 2,665 shares; 2025Q3: 2,363 shares; 2025Q4: 410 shares; 2026Q1: 390 shares 390 $210K 0.03% -20 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 1,729 shares; 2026Q1: 1,729 shares 1,729 $209K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 2,397 shares; 2025Q1: 2,396 shares; 2025Q2: 2,316 shares; 2025Q3: 2,068 shares; 2025Q4: 2,118 shares; 2026Q1: 1,283 shares 1,283 $207K 0.03% -835 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: 1,457 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,845 shares; 2025Q4: 1,252 shares; 2026Q1: 1,232 shares 1,232 $204K 0.03% -20 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $201K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,576 shares; 2025Q1: 4,945 shares; 2025Q2: 4,323 shares; 2025Q3: 4,323 shares; 2025Q4: 4,283 shares; 2026Q1: 4,188 shares 4,188 $197K 0.02% -95 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 863 shares 863 $194K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 251 shares; 2025Q1: 294 shares; 2025Q2: 242 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $194K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 4,963 shares; 2025Q1: 4,963 shares; 2025Q2: 7,000 shares; 2025Q3: 10,262 shares; 2025Q4: 10,262 shares; 2026Q1: 10,000 shares 10,000 $193K 0.02% -262 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: 3,071 shares; 2024Q4: 2,875 shares; 2025Q1: 2,792 shares; 2025Q2: 2,640 shares; 2025Q3: 2,400 shares; 2025Q4: 1,237 shares; 2026Q1: 1,217 shares 1,217 $191K 0.02% -20 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: 4,644 shares; 2024Q4: 5,001 shares; 2025Q1: 4,667 shares; 2025Q2: 4,605 shares; 2025Q3: 3,633 shares; 2025Q4: 2,911 shares; 2026Q1: 2,438 shares 2,438 $188K 0.02% -473 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $187K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,464 shares; 2025Q1: 3,456 shares; 2025Q2: 3,419 shares; 2025Q3: 3,184 shares; 2025Q4: 2,578 shares; 2026Q1: 1,753 shares 1,753 $185K 0.02% -825 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $181K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,221 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $176K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 767 shares; 2025Q2: 662 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $176K 0.02% 0 Timeline EMB 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: 330 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 1,805 shares 1,805 $170K 0.02% +1,500 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: 75 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 250 shares; 2026Q1: 3,295 shares 3,295 $165K 0.02% +3,045 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: 57 shares; 2025Q1: 77 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $163K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 832 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 806 shares 806 $158K 0.02% +59 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $151K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 90 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $148K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 8,759 shares; 2025Q1: 11,291 shares; 2025Q2: 9,427 shares; 2025Q3: 7,106 shares; 2025Q4: 3,761 shares; 2026Q1: 3,529 shares 3,529 $147K 0.02% -232 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 500 shares 500 $145K 0.02% -22 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: 3,210 shares; 2024Q4: 3,175 shares; 2025Q1: 3,260 shares; 2025Q2: 2,570 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 1,558 shares 1,558 $145K 0.02% -880 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: 1,160 shares; 2024Q4: 1,460 shares; 2025Q1: 1,850 shares; 2025Q2: 1,610 shares; 2025Q3: 2,003 shares; 2025Q4: 1,721 shares; 2026Q1: 1,796 shares 1,796 $143K 0.02% +75 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $141K 0.02% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 6,773 shares; 2025Q4: 6,773 shares; 2026Q1: 6,773 shares 6,773 $141K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 2,813 shares; 2025Q1: 2,713 shares; 2025Q2: 2,180 shares; 2025Q3: 3,081 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares 2,095 $138K 0.02% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,054 shares; 2025Q1: 1,897 shares; 2025Q2: 1,633 shares; 2025Q3: 1,433 shares; 2025Q4: 1,343 shares; 2026Q1: 1,263 shares 1,263 $138K 0.02% -80 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,909 shares; 2024Q4: 12,909 shares; 2025Q1: 10,409 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,409 shares; 2026Q1: 10,409 shares 10,409 $137K 0.02% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $132K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 10,231 shares; 2025Q1: 10,103 shares; 2025Q2: 9,942 shares; 2025Q3: 7,417 shares; 2025Q4: 875 shares; 2026Q1: 655 shares 655 $130K 0.02% -220 Timeline IGF 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: 2,226 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,271 shares; 2025Q3: 2,121 shares; 2025Q4: 1,856 shares; 2026Q1: 1,881 shares 1,881 $126K 0.02% +25 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 1,272 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $121K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 2,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares 3,141 $119K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,248 shares; 2025Q1: 2,168 shares; 2025Q2: 1,716 shares; 2025Q3: 1,616 shares; 2025Q4: 1,462 shares; 2026Q1: 1,432 shares 1,432 $117K 0.01% -30 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 405 shares; 2025Q2: 791 shares; 2025Q3: 801 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $117K 0.01% 0 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: 181 shares; 2024Q4: 196 shares; 2025Q1: 175 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 590 shares; 2026Q1: 1,040 shares 1,040 $115K 0.01% +450 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: 150 shares; 2025Q1: 275 shares; 2025Q2: 500 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $112K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 13,628 shares; 2025Q1: 10,999 shares; 2025Q2: 8,608 shares; 2025Q3: 5,969 shares; 2025Q4: 1,285 shares; 2026Q1: 746 shares 746 $112K 0.01% -539 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 641 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 536 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $111K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 2,417 shares; 2025Q1: 1,854 shares; 2025Q2: 1,506 shares; 2025Q3: 1,245 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $111K 0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 14,537 shares; 2025Q3: 14,537 shares; 2025Q4: 14,537 shares; 2026Q1: 14,537 shares 14,537 $110K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 925 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $110K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 679 shares; 2025Q4: 844 shares; 2026Q1: 825 shares 825 $109K 0.01% -19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 699 shares; 2025Q1: 711 shares; 2025Q2: 412 shares; 2025Q3: 337 shares; 2025Q4: 1,472 shares; 2026Q1: 1,085 shares 1,085 $108K 0.01% -387 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $101K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $100K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 4,989 shares; 2025Q1: 4,575 shares; 2025Q2: 4,383 shares; 2025Q3: 2,923 shares; 2025Q4: 1,217 shares; 2026Q1: 823 shares 823 $99.6K 0.01% -394 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,631 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $97.7K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 976 shares; 2025Q4: 1,517 shares; 2026Q1: 1,360 shares 1,360 $97.7K 0.01% -157 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $93K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $91.6K 0.01% 0 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: 82 shares; 2025Q4: 1,483 shares; 2026Q1: 1,432 shares 1,432 $91.1K 0.01% -51 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 1,975 shares; 2025Q1: 1,834 shares; 2025Q2: 1,731 shares; 2025Q3: 1,656 shares; 2025Q4: 1,599 shares; 2026Q1: 888 shares 888 $89.5K 0.01% -711 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $88.6K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $85.1K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $82.7K 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 872 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $81.9K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $80.7K 0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 4,750 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 3,850 shares 3,850 $79.7K 0.01% -250 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 100 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $79.1K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $77.9K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $76.7K 0.01% 0 Timeline VPU 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: 448 shares; 2024Q4: 388 shares; 2025Q1: 353 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 395 shares; 2026Q1: 385 shares 385 $76.3K 0.01% -10 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 137 shares; 2025Q2: 159 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $75.6K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $73.4K 0.01% 0 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $67.5K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 222 shares; 2025Q1: 234 shares; 2025Q2: 187 shares; 2025Q3: 414 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $66.9K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 604 shares; 2025Q2: 642 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $66K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 150 shares 150 $65.5K 0.01% -6 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,577 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,457 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares 1,637 $65.4K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 886 shares; 2026Q1: 886 shares 886 $64.5K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $63.6K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $62.7K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,328 shares; 2025Q1: 1,266 shares; 2025Q2: 1,122 shares; 2025Q3: 935 shares; 2025Q4: 642 shares; 2026Q1: 530 shares 530 $62.6K 0.01% -112 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $62.6K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 59 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 58 shares 58 $61.9K 0.01% +5 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $61.8K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $61.3K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $61.2K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $60.8K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,603 shares; 2024Q4: 6,103 shares; 2025Q1: 5,516 shares; 2025Q2: 3,925 shares; 2025Q3: 1,395 shares; 2025Q4: 460 shares; 2026Q1: 350 shares 350 $60.4K 0.01% -110 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $60K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 109 shares 109 $59.8K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 812 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares 1,018 $59.8K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $58.4K 0.01% new 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: 30 shares; 2026Q1: 195 shares 195 $58.1K 0.01% +165 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $56.7K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 580 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $55.8K 0.01% 0 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: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $54.1K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 8,110 shares; 2025Q1: 7,256 shares; 2025Q2: 5,540 shares; 2025Q3: 5,286 shares; 2025Q4: 2,612 shares; 2026Q1: 1,877 shares 1,877 $53.9K 0.01% -735 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $53.6K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $53.5K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 914 shares; 2025Q2: 880 shares; 2025Q3: 798 shares; 2025Q4: 660 shares; 2026Q1: 659 shares 659 $52.8K 0.01% -1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 1,128 shares; 2025Q3: 2,862 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $52.3K 0.01% 0 Timeline ERH ALLSPRING UTILITIES AND HIGH More: the full row for ALLSPRING UTILITIES AND HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares 4,117 $49.8K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,297 shares; 2025Q1: 1,387 shares; 2025Q2: 1,212 shares; 2025Q3: 1,182 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $49.8K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 196 shares; 2025Q2: 99 shares; 2025Q3: 118 shares; 2025Q4: 169 shares; 2026Q1: 150 shares 150 $48.9K 0.01% -19 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 908 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $47.3K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,381 shares; 2025Q1: 4,510 shares; 2025Q2: 4,460 shares; 2025Q3: 4,350 shares; 2025Q4: 720 shares; 2026Q1: 305 shares 305 $46.9K 0.01% -415 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $46.3K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $46K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $45.9K 0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $44.6K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares 3,298 $44.6K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares 1,197 $44.3K 0.01% 0 Timeline VMBS 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 942 shares 942 $44.2K 0.01% +142 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $43.7K 0.01% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $43.6K 0.01% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $43.4K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,220 shares; 2025Q3: 1,585 shares; 2025Q4: 1,059 shares; 2026Q1: 953 shares 953 $43.4K 0.01% -106 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $43.3K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares 1,222 $42.9K 0.01% 0 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: 250 shares; 2024Q4: 488 shares; 2025Q1: 718 shares; 2025Q2: 1,263 shares; 2025Q3: 1,823 shares; 2025Q4: 1,880 shares; 2026Q1: 1,115 shares 1,115 $42.8K 0.01% -765 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 165 shares 165 $41.3K 0.01% -165 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $40.6K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 896 shares; 2025Q2: 700 shares; 2025Q3: 1,206 shares; 2025Q4: 739 shares; 2026Q1: 700 shares 700 $40.3K 0.01% -39 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 210 shares 210 $40.3K 0.01% +120 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $39.7K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 88 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $39.4K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $39.2K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $39.1K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $38.9K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $38.3K <0.01% 0 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $37.9K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,230 shares; 2025Q3: 848 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $37K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $36.5K <0.01% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $35.8K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $35.4K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $35.1K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 254 shares 254 $35.1K <0.01% +179 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $34.6K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 554 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 467 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $34K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $34K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 265 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $33.3K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $33.2K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,297 shares; 2024Q4: 14,392 shares; 2025Q1: 18,646 shares; 2025Q2: 17,459 shares; 2025Q3: 15,534 shares; 2025Q4: 1,520 shares; 2026Q1: 1,320 shares 1,320 $32.9K <0.01% -200 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $32K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 495 shares; 2026Q1: 495 shares 495 $31.7K <0.01% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $31.4K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,011 shares; 2025Q1: 2,405 shares; 2025Q2: 1,827 shares; 2025Q3: 1,694 shares; 2025Q4: 1,384 shares; 2026Q1: 1,109 shares 1,109 $30.4K <0.01% -275 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 100 shares; 2025Q4: 500 shares; 2026Q1: 90 shares 90 $30.4K <0.01% -410 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 1,350 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $30.3K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 138 shares; 2025Q2: 95 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $29.6K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $29.3K <0.01% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $28.1K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $27.7K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $27.3K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $27.2K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $27.2K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $26.7K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 680 shares; 2025Q1: 578 shares; 2025Q2: 440 shares; 2025Q3: 255 shares; 2025Q4: 230 shares; 2026Q1: 225 shares 225 $26.7K <0.01% -5 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: 4,267 shares; 2024Q4: 2,301 shares; 2025Q1: 2,058 shares; 2025Q2: 2,009 shares; 2025Q3: 1,834 shares; 2025Q4: 752 shares; 2026Q1: 604 shares 604 $26.7K <0.01% -148 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 800 shares; 2026Q1: 600 shares 600 $26.2K <0.01% -200 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 887 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $26.2K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $26.1K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 281 shares 281 $26K <0.01% +11 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 300 shares 300 $25.8K <0.01% new Timeline IGSB 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 490 shares 490 $25.8K <0.01% -70 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $25.7K <0.01% 0 Timeline RWX 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 700 shares; 2025Q4: 725 shares; 2026Q1: 955 shares 955 $25.4K <0.01% +230 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $25.2K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $24K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.5K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS 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: 102 shares; 2026Q1: 102 shares 102 $23.4K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 21 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $23.1K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 40 shares; 2026Q1: 40 shares 40 $20.9K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $20.7K <0.01% 0 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 135 shares 135 $20.6K <0.01% -17 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869 $20.6K <0.01% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $20.5K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $20.3K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 400 shares; 2026Q1: 400 shares 400 $20.3K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 4,500 shares; 2026Q1: 2,250 shares 2,250 $19.8K <0.01% -2,250 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 381 shares; 2026Q1: 381 shares 381 $19.7K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 18 shares; 2026Q1: 18 shares 18 $19.6K <0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 2,293 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $19.6K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $19.5K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 311 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 125 shares 125 $19.4K <0.01% -125 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $19.1K <0.01% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $18.8K <0.01% 0 Timeline SPHD 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 370 shares 370 $18.4K <0.01% +100 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 3,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 1,590 shares 1,590 $18.3K <0.01% -500 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $18.3K <0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $18K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares; 2026Q1: 2,000 shares 2,000 $17.3K <0.01% -2,000 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $17.3K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 665 shares; 2025Q3: 455 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $17K <0.01% 0 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS 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: 500 shares; 2026Q1: 500 shares 500 $16.9K <0.01% 0 Timeline TAN 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: 335 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16.7K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 260 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $16.5K <0.01% 0 Timeline SLM SLM CORP More: the full row for SLM 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: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $16.4K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $16.1K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP 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: 60 shares; 2026Q1: 60 shares 60 $16K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $15.9K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $15.9K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $15.4K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 32 shares; 2026Q1: 32 shares 32 $15.4K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $15.2K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $15.2K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 501 shares; 2025Q3: 484 shares; 2025Q4: 353 shares; 2026Q1: 332 shares 332 $15.2K <0.01% -21 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $15K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 225 shares; 2026Q1: 225 shares 225 $14.7K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $14.6K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $14.3K <0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $14.1K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $14K <0.01% 0 Timeline ARTY 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 501 shares; 2025Q4: 289 shares; 2026Q1: 178 shares 178 $13.4K <0.01% -111 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 114 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $13.3K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13.2K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 700 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $13K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $12.6K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $12.6K <0.01% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $12.1K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $12.1K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $12.1K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $12K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $12K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $11.9K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $11.8K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $11.5K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 1,265 shares 1,265 $11.4K <0.01% new Timeline IGLB 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $11.4K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $11.2K <0.01% 0 Timeline RING 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: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $11.1K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 2,120 shares; 2025Q2: 1,720 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $10.8K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $10.8K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 1,851 shares; 2025Q3: 3,204 shares; 2025Q4: 1,277 shares; 2026Q1: 317 shares 317 $10.6K <0.01% -960 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $10.4K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $10.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $10.3K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.87K <0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9.87K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $9.74K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121 $9.49K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 200 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $9.48K <0.01% 0 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 3,696 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $9.43K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $9.31K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 400 shares 400 $9.23K <0.01% -3,500 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $9.22K <0.01% 0 Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $9.09K <0.01% 0 Timeline IGIB 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $9.05K <0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $8.79K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares 1,613 $8.37K <0.01% 0 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: 177 shares; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $8.28K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $8.1K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $8.09K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $8.03K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $7.61K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $7.56K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 700 shares; 2025Q2: 166 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 101 shares 101 $7.52K <0.01% -74 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $7.51K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 83 shares; 2025Q2: 24 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $7.48K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $7.45K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $7.39K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 83 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $7.18K <0.01% 0 Timeline IVLU 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: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $7.1K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $7.09K <0.01% 0 Timeline BIV 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: not reported; 2026Q1: 91 shares 91 $7.02K <0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $6.97K <0.01% 0 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: 45 shares; 2025Q2: 45 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 45 shares 45 $6.76K <0.01% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 69 shares; 2026Q1: 46 shares 46 $6.73K <0.01% -23 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $6.58K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 14,718 shares; 2025Q1: 15,308 shares; 2025Q2: 15,867 shares; 2025Q3: 13,517 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $6.42K <0.01% 0 Timeline