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: 385,477 shares; 2024Q4: 379,213 shares; 2025Q1: 379,092 shares; 2025Q2: 374,023 shares; 2025Q3: 352,405 shares; 2025Q4: 347,367 shares; 2026Q1: 308,812 shares 308,812 $78.4M 6.09% -38,555 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: 149,057 shares; 2024Q4: 142,802 shares; 2025Q1: 143,662 shares; 2025Q2: 144,328 shares; 2025Q3: 150,144 shares; 2025Q4: 150,507 shares; 2026Q1: 150,752 shares 150,752 $55.8M 4.34% +245 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: 66,809 shares; 2024Q4: 67,690 shares; 2025Q1: 70,673 shares; 2025Q2: 77,674 shares; 2025Q3: 80,695 shares; 2025Q4: 83,949 shares; 2026Q1: 85,289 shares 85,289 $55.7M 4.33% +1,340 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: 212,821 shares; 2024Q4: 210,916 shares; 2025Q1: 214,166 shares; 2025Q2: 215,209 shares; 2025Q3: 225,801 shares; 2025Q4: 230,299 shares; 2026Q1: 233,107 shares 233,107 $40.7M 3.16% +2,808 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: 134,500 shares; 2024Q4: 131,890 shares; 2025Q1: 132,722 shares; 2025Q2: 136,463 shares; 2025Q3: 137,927 shares; 2025Q4: 137,004 shares; 2026Q1: 133,607 shares 133,607 $38.4M 2.99% -3,397 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: 128,374 shares; 2024Q4: 124,529 shares; 2025Q1: 129,264 shares; 2025Q2: 132,324 shares; 2025Q3: 132,534 shares; 2025Q4: 136,458 shares; 2026Q1: 135,442 shares 135,442 $33.1M 2.57% -1,016 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: 37,780 shares; 2024Q4: 36,816 shares; 2025Q1: 36,753 shares; 2025Q2: 37,326 shares; 2025Q3: 36,977 shares; 2025Q4: 36,655 shares; 2026Q1: 35,961 shares 35,961 $33.1M 2.57% -694 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: 112,256 shares; 2024Q4: 109,870 shares; 2025Q1: 111,636 shares; 2025Q2: 110,783 shares; 2025Q3: 110,636 shares; 2025Q4: 111,331 shares; 2026Q1: 110,222 shares 110,222 $32.4M 2.52% -1,109 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: 138,926 shares; 2024Q4: 137,631 shares; 2025Q1: 137,684 shares; 2025Q2: 139,042 shares; 2025Q3: 140,561 shares; 2025Q4: 145,211 shares; 2026Q1: 145,029 shares 145,029 $30.2M 2.35% -182 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: 83,732 shares; 2024Q4: 82,606 shares; 2025Q1: 82,404 shares; 2025Q2: 81,461 shares; 2025Q3: 80,738 shares; 2025Q4: 80,002 shares; 2026Q1: 77,583 shares 77,583 $23.4M 1.82% -2,419 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: 25,207 shares; 2024Q4: 25,017 shares; 2025Q1: 25,061 shares; 2025Q2: 25,074 shares; 2025Q3: 24,580 shares; 2025Q4: 23,957 shares; 2026Q1: 23,185 shares 23,185 $23.1M 1.8% -772 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: 27,078 shares; 2024Q4: 26,859 shares; 2025Q1: 27,058 shares; 2025Q2: 27,232 shares; 2025Q3: 27,047 shares; 2025Q4: 26,378 shares; 2026Q1: 25,393 shares 25,393 $21.5M 1.67% -985 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: 180,052 shares; 2024Q4: 174,850 shares; 2025Q1: 176,175 shares; 2025Q2: 177,561 shares; 2025Q3: 179,671 shares; 2025Q4: 176,318 shares; 2026Q1: 171,934 shares 171,934 $21.4M 1.66% -4,384 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,646 shares; 2024Q4: 236,263 shares; 2025Q1: 252,147 shares; 2025Q2: 261,003 shares; 2025Q3: 279,292 shares; 2025Q4: 283,021 shares; 2026Q1: 299,109 shares 299,109 $21M 1.63% +16,088 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: 72,496 shares; 2024Q4: 91,954 shares; 2025Q1: 105,499 shares; 2025Q2: 120,838 shares; 2025Q3: 141,923 shares; 2025Q4: 172,013 shares; 2026Q1: 193,857 shares 193,857 $19.2M 1.5% +21,844 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: 56,309 shares; 2024Q4: 56,041 shares; 2025Q1: 56,626 shares; 2025Q2: 55,424 shares; 2025Q3: 55,771 shares; 2025Q4: 54,573 shares; 2026Q1: 53,639 shares 53,639 $18.3M 1.42% -934 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: 54,672 shares; 2024Q4: 107,537 shares; 2025Q1: 107,334 shares; 2025Q2: 107,913 shares; 2025Q3: 109,144 shares; 2025Q4: 109,840 shares; 2026Q1: 113,705 shares 113,705 $18.2M 1.42% +3,865 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: 129,363 shares; 2024Q4: 125,611 shares; 2025Q1: 133,189 shares; 2025Q2: 135,977 shares; 2025Q3: 136,240 shares; 2025Q4: 137,069 shares; 2026Q1: 135,013 shares 135,013 $17.7M 1.37% -2,056 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: 49,866 shares; 2024Q4: 49,378 shares; 2025Q1: 51,031 shares; 2025Q2: 52,976 shares; 2025Q3: 53,210 shares; 2025Q4: 53,182 shares; 2026Q1: 51,068 shares 51,068 $16.8M 1.31% -2,114 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: 118,284 shares; 2024Q4: 113,890 shares; 2025Q1: 117,104 shares; 2025Q2: 118,227 shares; 2025Q3: 117,378 shares; 2025Q4: 115,828 shares; 2026Q1: 113,855 shares 113,855 $16.4M 1.28% -1,973 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: 44,722 shares; 2024Q4: 43,960 shares; 2025Q1: 46,377 shares; 2025Q2: 45,396 shares; 2025Q3: 45,182 shares; 2025Q4: 45,004 shares; 2026Q1: 45,124 shares 45,124 $16.1M 1.25% +120 Timeline SLQD 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: 222,033 shares; 2024Q4: 231,712 shares; 2025Q1: 256,394 shares; 2025Q2: 270,227 shares; 2025Q3: 286,165 shares; 2025Q4: 292,855 shares; 2026Q1: 313,171 shares 313,171 $15.8M 1.23% +20,316 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: 70,223 shares; 2024Q4: 70,033 shares; 2025Q1: 69,950 shares; 2025Q2: 69,138 shares; 2025Q3: 67,739 shares; 2025Q4: 65,502 shares; 2026Q1: 64,124 shares 64,124 $15.6M 1.21% -1,378 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: 59,079 shares; 2024Q4: 56,067 shares; 2025Q1: 56,706 shares; 2025Q2: 56,398 shares; 2025Q3: 55,130 shares; 2025Q4: 54,333 shares; 2026Q1: 52,293 shares 52,293 $15.2M 1.18% -2,040 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: 209,199 shares; 2024Q4: 216,814 shares; 2025Q1: 219,992 shares; 2025Q2: 217,608 shares; 2025Q3: 222,380 shares; 2025Q4: 224,810 shares; 2026Q1: 219,188 shares 219,188 $14.8M 1.15% -5,622 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,183 shares; 2024Q4: 243,175 shares; 2025Q1: 287,014 shares; 2025Q2: 301,320 shares; 2025Q3: 282,379 shares; 2025Q4: 265,891 shares; 2026Q1: 283,667 shares 283,667 $14.5M 1.12% +17,776 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: 71,976 shares; 2024Q4: 69,227 shares; 2025Q1: 69,561 shares; 2025Q2: 69,000 shares; 2025Q3: 69,358 shares; 2025Q4: 68,176 shares; 2026Q1: 67,306 shares 67,306 $13.9M 1.08% -870 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: 58,101 shares; 2024Q4: 57,952 shares; 2025Q1: 57,979 shares; 2025Q2: 57,944 shares; 2025Q3: 58,413 shares; 2025Q4: 60,008 shares; 2026Q1: 60,456 shares 60,456 $13.9M 1.08% +448 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: 96,551 shares; 2024Q4: 93,295 shares; 2025Q1: 92,892 shares; 2025Q2: 94,492 shares; 2025Q3: 96,736 shares; 2025Q4: 93,604 shares; 2026Q1: 94,425 shares 94,425 $13.9M 1.08% +821 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: 190,137 shares; 2024Q4: 185,982 shares; 2025Q1: 187,980 shares; 2025Q2: 196,382 shares; 2025Q3: 189,757 shares; 2025Q4: 184,575 shares; 2026Q1: 179,608 shares 179,608 $13.7M 1.06% -4,967 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,644 shares; 2024Q4: 167,663 shares; 2025Q1: 194,361 shares; 2025Q2: 218,079 shares; 2025Q3: 233,575 shares; 2025Q4: 254,964 shares; 2026Q1: 293,336 shares 293,336 $13.6M 1.05% +38,372 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: 82,056 shares; 2024Q4: 81,287 shares; 2025Q1: 82,433 shares; 2025Q2: 83,509 shares; 2025Q3: 83,023 shares; 2025Q4: 82,829 shares; 2026Q1: 81,587 shares 81,587 $13M 1.01% -1,242 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: 18,365 shares; 2024Q4: 18,439 shares; 2025Q1: 18,676 shares; 2025Q2: 19,103 shares; 2025Q3: 20,329 shares; 2025Q4: 22,166 shares; 2026Q1: 22,461 shares 22,461 $12.9M 1% +295 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: 23,189 shares; 2024Q4: 23,107 shares; 2025Q1: 23,955 shares; 2025Q2: 24,235 shares; 2025Q3: 24,866 shares; 2025Q4: 24,770 shares; 2026Q1: 25,025 shares 25,025 $12M 0.93% +255 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: 41 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 21,130 shares; 2025Q4: 32,032 shares; 2026Q1: 34,103 shares 34,103 $11.5M 0.9% +2,071 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: 18,851 shares; 2024Q4: 17,074 shares; 2025Q1: 17,145 shares; 2025Q2: 17,052 shares; 2025Q3: 16,460 shares; 2025Q4: 16,250 shares; 2026Q1: 15,781 shares 15,781 $11.2M 0.87% -469 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: 50,442 shares; 2024Q4: 48,245 shares; 2025Q1: 47,327 shares; 2025Q2: 45,841 shares; 2025Q3: 43,354 shares; 2025Q4: 41,588 shares; 2026Q1: 38,543 shares 38,543 $11.1M 0.86% -3,045 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: 87,594 shares; 2024Q4: 86,164 shares; 2025Q1: 87,768 shares; 2025Q2: 88,469 shares; 2025Q3: 88,588 shares; 2025Q4: 92,009 shares; 2026Q1: 94,650 shares 94,650 $10.9M 0.85% +2,641 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: 93,374 shares; 2024Q4: 89,696 shares; 2025Q1: 92,865 shares; 2025Q2: 87,729 shares; 2025Q3: 81,669 shares; 2025Q4: 74,283 shares; 2026Q1: 69,489 shares 69,489 $10.8M 0.84% -4,794 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: 29,630 shares; 2024Q4: 28,765 shares; 2025Q1: 28,437 shares; 2025Q2: 27,554 shares; 2025Q3: 26,348 shares; 2025Q4: 25,126 shares; 2026Q1: 24,172 shares 24,172 $10.1M 0.78% -954 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: 30,164 shares; 2024Q4: 29,404 shares; 2025Q1: 29,602 shares; 2025Q2: 29,966 shares; 2025Q3: 29,758 shares; 2025Q4: 30,200 shares; 2026Q1: 30,270 shares 30,270 $9.95M 0.77% +70 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: 20,925 shares; 2024Q4: 20,205 shares; 2025Q1: 20,080 shares; 2025Q2: 20,085 shares; 2025Q3: 18,932 shares; 2025Q4: 18,361 shares; 2026Q1: 16,915 shares 16,915 $9.53M 0.74% -1,446 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,354 shares; 2024Q4: 51,657 shares; 2025Q1: 52,161 shares; 2025Q2: 51,691 shares; 2025Q3: 51,642 shares; 2025Q4: 54,568 shares; 2026Q1: 54,555 shares 54,555 $9.23M 0.72% -13 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: 17,096 shares; 2024Q4: 17,223 shares; 2025Q1: 16,810 shares; 2025Q2: 17,070 shares; 2025Q3: 16,189 shares; 2025Q4: 15,040 shares; 2026Q1: 14,636 shares 14,636 $8.85M 0.69% -404 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: 11,664 shares; 2024Q4: 14,209 shares; 2025Q1: 16,260 shares; 2025Q2: 18,335 shares; 2025Q3: 19,720 shares; 2025Q4: 20,472 shares; 2026Q1: 20,390 shares 20,390 $8.77M 0.68% -82 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: 122,182 shares; 2024Q4: 116,550 shares; 2025Q1: 115,826 shares; 2025Q2: 115,425 shares; 2025Q3: 113,294 shares; 2025Q4: 112,384 shares; 2026Q1: 112,376 shares 112,376 $8.72M 0.68% -8 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: 565 shares; 2024Q4: 1,809 shares; 2025Q1: 3,305 shares; 2025Q2: 4,689 shares; 2025Q3: 6,355 shares; 2025Q4: 83,449 shares; 2026Q1: 89,994 shares 89,994 $8.65M 0.67% +6,545 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: 77,548 shares; 2024Q4: 78,267 shares; 2025Q1: 85,041 shares; 2025Q2: 86,097 shares; 2025Q3: 86,943 shares; 2025Q4: 88,773 shares; 2026Q1: 91,432 shares 91,432 $8.49M 0.66% +2,659 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: 73,135 shares; 2024Q4: 65,262 shares; 2025Q1: 74,539 shares; 2025Q2: 74,755 shares; 2025Q3: 78,739 shares; 2025Q4: 89,812 shares; 2026Q1: 89,954 shares 89,954 $8.45M 0.66% +142 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,327 shares; 2025Q4: 5,699 shares; 2026Q1: 6,204 shares 6,204 $8.19M 0.64% +505 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,236 shares; 2024Q4: 199,252 shares; 2025Q1: 217,940 shares; 2025Q2: 242,656 shares; 2025Q3: 326,967 shares; 2025Q4: 386,904 shares; 2026Q1: 416,101 shares 416,101 $8.17M 0.63% +29,197 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,540 shares; 2024Q4: 187,263 shares; 2025Q1: 203,594 shares; 2025Q2: 222,433 shares; 2025Q3: 306,692 shares; 2025Q4: 362,965 shares; 2026Q1: 396,389 shares 396,389 $8.1M 0.63% +33,424 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,357 shares; 2024Q4: 67,182 shares; 2025Q1: 76,510 shares; 2025Q2: 77,670 shares; 2025Q3: 81,801 shares; 2025Q4: 87,442 shares; 2026Q1: 99,186 shares 99,186 $7.8M 0.61% +11,744 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: 40,301 shares; 2024Q4: 40,167 shares; 2025Q1: 40,796 shares; 2025Q2: 41,042 shares; 2025Q3: 40,534 shares; 2025Q4: 41,203 shares; 2026Q1: 39,161 shares 39,161 $7.77M 0.6% -2,042 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,770 shares; 2024Q4: 33,759 shares; 2025Q1: 34,438 shares; 2025Q2: 35,290 shares; 2025Q3: 35,435 shares; 2025Q4: 35,081 shares; 2026Q1: 35,064 shares 35,064 $7.75M 0.6% -17 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: 40,960 shares; 2024Q4: 40,095 shares; 2025Q1: 39,780 shares; 2025Q2: 39,034 shares; 2025Q3: 31,734 shares; 2025Q4: 30,332 shares; 2026Q1: 28,568 shares 28,568 $7.73M 0.6% -1,764 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,570 shares; 2024Q4: 231,810 shares; 2025Q1: 243,581 shares; 2025Q2: 265,049 shares; 2025Q3: 315,523 shares; 2025Q4: 374,110 shares; 2026Q1: 411,739 shares 411,739 $7.68M 0.6% +37,629 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: 87,350 shares; 2024Q4: 82,002 shares; 2025Q1: 83,536 shares; 2025Q2: 81,891 shares; 2025Q3: 83,734 shares; 2025Q4: 81,245 shares; 2026Q1: 78,946 shares 78,946 $7.61M 0.59% -2,299 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: 25,171 shares; 2024Q4: 24,431 shares; 2025Q1: 23,901 shares; 2025Q2: 24,144 shares; 2025Q3: 24,355 shares; 2025Q4: 24,474 shares; 2026Q1: 24,084 shares 24,084 $7.11M 0.55% -390 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,777 shares; 2025Q1: 24,506 shares; 2025Q2: 25,577 shares; 2025Q3: 25,408 shares; 2025Q4: 25,835 shares; 2026Q1: 26,182 shares 26,182 $6.96M 0.54% +347 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 61,549 shares; 2025Q2: 73,615 shares; 2025Q3: 83,790 shares; 2025Q4: 92,593 shares; 2026Q1: 92,104 shares 92,104 $6.77M 0.53% -489 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,397 shares; 2025Q1: 1,486 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,510 shares; 2026Q1: 1,547 shares 1,547 $6.51M 0.51% +37 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: 36,647 shares; 2024Q4: 35,870 shares; 2025Q1: 35,731 shares; 2025Q2: 35,019 shares; 2025Q3: 34,756 shares; 2025Q4: 33,821 shares; 2026Q1: 33,155 shares 33,155 $6.44M 0.5% -666 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,911 shares; 2024Q4: 200,404 shares; 2025Q1: 216,980 shares; 2025Q2: 235,510 shares; 2025Q3: 281,131 shares; 2025Q4: 322,170 shares; 2026Q1: 327,855 shares 327,855 $6.4M 0.5% +5,685 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,979 shares; 2024Q4: 92,629 shares; 2025Q1: 118,106 shares; 2025Q2: 142,080 shares; 2025Q3: 244,869 shares; 2025Q4: 323,015 shares; 2026Q1: 363,052 shares 363,052 $6.07M 0.47% +40,037 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,114 shares; 2024Q4: 57,232 shares; 2025Q1: 59,581 shares; 2025Q2: 59,753 shares; 2025Q3: 59,351 shares; 2025Q4: 57,098 shares; 2026Q1: 55,816 shares 55,816 $6.06M 0.47% -1,282 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: 43,791 shares; 2024Q4: 42,482 shares; 2025Q1: 42,795 shares; 2025Q2: 40,063 shares; 2025Q3: 36,593 shares; 2025Q4: 33,275 shares; 2026Q1: 32,536 shares 32,536 $5.93M 0.46% -739 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: 35,824 shares; 2024Q4: 41,554 shares; 2025Q1: 42,454 shares; 2025Q2: 36,236 shares; 2025Q3: 39,770 shares; 2025Q4: 40,663 shares; 2026Q1: 45,149 shares 45,149 $5.61M 0.44% +4,486 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,613 shares; 2024Q4: 39,642 shares; 2025Q1: 38,224 shares; 2025Q2: 36,030 shares; 2025Q3: 34,178 shares; 2025Q4: 33,386 shares; 2026Q1: 31,947 shares 31,947 $5.39M 0.42% -1,439 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: 36,020 shares; 2024Q4: 36,020 shares; 2025Q1: 54,620 shares; 2025Q2: 54,620 shares; 2025Q3: 54,620 shares; 2025Q4: 59,103 shares; 2026Q1: 57,953 shares 57,953 $5.37M 0.42% -1,150 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,893 shares; 2024Q4: 70,308 shares; 2025Q1: 70,101 shares; 2025Q2: 70,392 shares; 2025Q3: 69,845 shares; 2025Q4: 67,132 shares; 2026Q1: 66,790 shares 66,790 $5.35M 0.42% -342 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: 110,306 shares; 2024Q4: 106,267 shares; 2025Q1: 112,958 shares; 2025Q2: 104,019 shares; 2025Q3: 104,963 shares; 2025Q4: 103,212 shares; 2026Q1: 99,259 shares 99,259 $5.24M 0.41% -3,953 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,768 shares; 2024Q4: 124,708 shares; 2025Q1: 120,646 shares; 2025Q2: 118,938 shares; 2025Q3: 114,993 shares; 2025Q4: 100,180 shares; 2026Q1: 99,795 shares 99,795 $5.05M 0.39% -385 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: 115,017 shares; 2024Q4: 97,767 shares; 2025Q1: 105,654 shares; 2025Q2: 102,983 shares; 2025Q3: 162,771 shares; 2025Q4: 118,538 shares; 2026Q1: 102,131 shares 102,131 $4.69M 0.36% -16,407 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: 16,696 shares; 2024Q4: 16,164 shares; 2025Q1: 15,755 shares; 2025Q2: 15,629 shares; 2025Q3: 15,076 shares; 2025Q4: 15,039 shares; 2026Q1: 14,991 shares 14,991 $4.66M 0.36% -48 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: 12,787 shares; 2024Q4: 12,315 shares; 2025Q1: 11,989 shares; 2025Q2: 11,862 shares; 2025Q3: 11,314 shares; 2025Q4: 10,899 shares; 2026Q1: 10,500 shares 10,500 $4.47M 0.35% -399 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,294 shares; 2024Q4: 90,112 shares; 2025Q1: 91,582 shares; 2025Q2: 94,251 shares; 2025Q3: 94,121 shares; 2025Q4: 97,661 shares; 2026Q1: 99,437 shares 99,437 $4.42M 0.34% +1,776 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,094 shares; 2025Q1: 14,182 shares; 2025Q2: 14,749 shares; 2025Q3: 14,873 shares; 2025Q4: 15,329 shares; 2026Q1: 15,230 shares 15,230 $4.13M 0.32% -99 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 54,799 shares; 2025Q1: 71,299 shares; 2025Q2: 80,375 shares; 2025Q3: 137,792 shares; 2025Q4: 205,306 shares; 2026Q1: 246,557 shares 246,557 $4.06M 0.32% +41,251 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: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 16,387 shares; 2025Q2: 29,999 shares; 2025Q3: 42,967 shares; 2025Q4: 53,868 shares; 2026Q1: 55,458 shares 55,458 $3.99M 0.31% +1,590 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: 32,593 shares; 2024Q4: 33,793 shares; 2025Q1: 33,644 shares; 2025Q2: 32,447 shares; 2025Q3: 30,953 shares; 2025Q4: 27,078 shares; 2026Q1: 26,688 shares 26,688 $3.86M 0.3% -390 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: 37,355 shares; 2024Q4: 36,450 shares; 2025Q1: 38,497 shares; 2025Q2: 36,890 shares; 2025Q3: 36,488 shares; 2025Q4: 39,526 shares; 2026Q1: 40,251 shares 40,251 $3.64M 0.28% +725 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: 3,224 shares; 2024Q4: 3,204 shares; 2025Q1: 8,376 shares; 2025Q2: 9,044 shares; 2025Q3: 9,122 shares; 2025Q4: 10,512 shares; 2026Q1: 10,156 shares 10,156 $3.14M 0.24% -356 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: 2,660 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 2,700 shares; 2025Q3: 4,503 shares; 2025Q4: 4,722 shares; 2026Q1: 4,723 shares 4,723 $3.07M 0.24% +1 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: 19,152 shares; 2024Q4: 18,370 shares; 2025Q1: 17,651 shares; 2025Q2: 17,418 shares; 2025Q3: 16,565 shares; 2025Q4: 15,726 shares; 2026Q1: 15,509 shares 15,509 $3.04M 0.24% -217 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: 22,525 shares; 2024Q4: 21,135 shares; 2025Q1: 22,304 shares; 2025Q2: 21,983 shares; 2025Q3: 20,111 shares; 2025Q4: 20,188 shares; 2026Q1: 17,778 shares 17,778 $3.02M 0.23% -2,410 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: 21,661 shares; 2024Q4: 21,146 shares; 2025Q1: 21,147 shares; 2025Q2: 20,892 shares; 2025Q3: 20,506 shares; 2025Q4: 19,724 shares; 2026Q1: 19,175 shares 19,175 $2.98M 0.23% -549 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: 12,902 shares; 2024Q4: 12,469 shares; 2025Q1: 15,914 shares; 2025Q2: 15,914 shares; 2025Q3: 15,569 shares; 2025Q4: 15,977 shares; 2026Q1: 15,220 shares 15,220 $2.94M 0.23% -757 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: 30,761 shares; 2025Q4: 35,619 shares; 2026Q1: 38,585 shares 38,585 $2.81M 0.22% +2,966 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,379 shares; 2024Q4: 24,100 shares; 2025Q1: 24,797 shares; 2025Q2: 11,636 shares; 2025Q3: 10,510 shares; 2025Q4: 8,915 shares; 2026Q1: 7,681 shares 7,681 $2.74M 0.21% -1,234 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 9,470 shares; 2025Q1: 9,445 shares; 2025Q2: 9,445 shares; 2025Q3: 9,410 shares; 2025Q4: 9,188 shares; 2026Q1: 9,128 shares 9,128 $2.62M 0.2% -60 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,408 shares; 2024Q4: 48,760 shares; 2025Q1: 48,760 shares; 2025Q2: 48,932 shares; 2025Q3: 48,932 shares; 2025Q4: 50,542 shares; 2026Q1: 50,542 shares 50,542 $2.51M 0.2% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,984 shares; 2024Q4: 37,498 shares; 2025Q1: 37,085 shares; 2025Q2: 37,532 shares; 2025Q3: 37,129 shares; 2025Q4: 40,644 shares; 2026Q1: 40,512 shares 40,512 $2.48M 0.19% -132 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 17,461 shares; 2025Q3: 34,387 shares; 2025Q4: 55,525 shares; 2026Q1: 68,496 shares 68,496 $2.25M 0.18% +12,971 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,191 shares; 2024Q4: 32,267 shares; 2025Q1: 33,518 shares; 2025Q2: 29,704 shares; 2025Q3: 23,774 shares; 2025Q4: 18,227 shares; 2026Q1: 16,683 shares 16,683 $1.97M 0.15% -1,544 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: 514 shares; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 5,277 shares; 2025Q4: 30,607 shares; 2026Q1: 18,567 shares 18,567 $1.94M 0.15% -12,040 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: 10,390 shares; 2024Q4: 10,939 shares; 2025Q1: 10,031 shares; 2025Q2: 9,553 shares; 2025Q3: 7,302 shares; 2025Q4: 7,233 shares; 2026Q1: 6,610 shares 6,610 $1.9M 0.15% -623 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: 75,731 shares; 2024Q4: 31,987 shares; 2025Q1: 31,603 shares; 2025Q2: 46,820 shares; 2025Q3: 37,646 shares; 2025Q4: 38,799 shares; 2026Q1: 38,851 shares 38,851 $1.89M 0.15% +52 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 8,450 shares; 2025Q1: 8,300 shares; 2025Q2: 8,150 shares; 2025Q3: 7,143 shares; 2025Q4: 7,218 shares; 2026Q1: 7,102 shares 7,102 $1.89M 0.15% -116 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: 1,650 shares; 2024Q4: 4,725 shares; 2025Q1: 5,625 shares; 2025Q2: 8,131 shares; 2025Q3: 12,321 shares; 2025Q4: 12,746 shares; 2026Q1: 12,746 shares 12,746 $1.86M 0.14% 0 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: 22,770 shares; 2024Q4: 22,172 shares; 2025Q1: 21,717 shares; 2025Q2: 21,220 shares; 2025Q3: 19,622 shares; 2025Q4: 18,996 shares; 2026Q1: 17,656 shares 17,656 $1.72M 0.13% -1,340 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: 133,819 shares; 2024Q4: 97,296 shares; 2025Q1: 76,591 shares; 2025Q2: 70,242 shares; 2025Q3: 56,385 shares; 2025Q4: 40,288 shares; 2026Q1: 34,171 shares 34,171 $1.72M 0.13% -6,117 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: 5,941 shares; 2024Q4: 6,433 shares; 2025Q1: 6,343 shares; 2025Q2: 6,743 shares; 2025Q3: 6,476 shares; 2025Q4: 6,087 shares; 2026Q1: 6,073 shares 6,073 $1.62M 0.13% -14 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,407 shares; 2024Q4: 14,407 shares; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,407 shares; 2026Q1: 14,407 shares 14,407 $1.57M 0.12% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 18,999 shares 18,999 $1.52M 0.12% +15,324 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 26,375 shares; 2025Q1: 28,818 shares; 2025Q2: 28,819 shares; 2025Q3: 41,286 shares; 2025Q4: 58,969 shares; 2026Q1: 72,364 shares 72,364 $1.49M 0.12% +13,395 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: 31,939 shares; 2024Q4: 28,727 shares; 2025Q1: 27,768 shares; 2025Q2: 19,883 shares; 2025Q3: 12,506 shares; 2025Q4: 7,701 shares; 2026Q1: 7,010 shares 7,010 $1.46M 0.11% -691 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: 5,431 shares; 2024Q4: 5,219 shares; 2025Q1: 5,194 shares; 2025Q2: 4,769 shares; 2025Q3: 5,159 shares; 2025Q4: 5,060 shares; 2026Q1: 5,051 shares 5,051 $1.43M 0.11% -9 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: 1,444 shares; 2024Q4: 1,427 shares; 2025Q1: 1,837 shares; 2025Q2: 1,820 shares; 2025Q3: 1,772 shares; 2025Q4: 1,816 shares; 2026Q1: 1,441 shares 1,441 $1.39M 0.11% -375 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,117 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,085 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $1.26M 0.1% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 8,380 shares; 2025Q3: 8,380 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares 9,880 $1.25M 0.1% 0 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: 3,938 shares; 2024Q4: 3,887 shares; 2025Q1: 4,118 shares; 2025Q2: 3,983 shares; 2025Q3: 3,984 shares; 2025Q4: 3,985 shares; 2026Q1: 3,891 shares 3,891 $1.25M 0.1% -94 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 2,764 shares; 2025Q4: 2,731 shares; 2026Q1: 7,557 shares 7,557 $1.24M 0.1% +4,826 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $1.21M 0.09% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,179 shares; 2024Q4: 22,253 shares; 2025Q1: 19,893 shares; 2025Q2: 17,949 shares; 2025Q3: 16,021 shares; 2025Q4: 17,666 shares; 2026Q1: 17,639 shares 17,639 $1.2M 0.09% -27 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: 5,772 shares; 2024Q4: 5,647 shares; 2025Q1: 5,308 shares; 2025Q2: 5,102 shares; 2025Q3: 4,777 shares; 2025Q4: 4,665 shares; 2026Q1: 4,640 shares 4,640 $1.19M 0.09% -25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,297 shares; 2025Q1: 1,366 shares; 2025Q2: 1,268 shares; 2025Q3: 1,400 shares; 2025Q4: 1,351 shares; 2026Q1: 1,363 shares 1,363 $1.19M 0.09% +12 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,828 shares; 2025Q1: 1,787 shares; 2025Q2: 1,771 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,278 shares 3,278 $1.15M 0.09% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 6,477 shares; 2025Q1: 6,986 shares; 2025Q2: 8,817 shares; 2025Q3: 8,853 shares; 2025Q4: 8,818 shares; 2026Q1: 9,307 shares 9,307 $1.12M 0.09% +489 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: 3,422 shares; 2024Q4: 3,415 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,286 shares 3,286 $1.05M 0.08% -10 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: 18,906 shares; 2024Q4: 17,796 shares; 2025Q1: 18,585 shares; 2025Q2: 19,097 shares; 2025Q3: 17,614 shares; 2025Q4: 17,766 shares; 2026Q1: 18,809 shares 18,809 $1.02M 0.08% +1,043 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: 4,150 shares; 2024Q4: 4,055 shares; 2025Q1: 3,825 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares 3,669 $1.01M 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 3,630 shares; 2025Q1: 6,702 shares; 2025Q2: 3,514 shares; 2025Q3: 3,507 shares; 2025Q4: 3,846 shares; 2026Q1: 3,846 shares 3,846 $954K 0.07% 0 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: 4,438 shares; 2024Q4: 3,577 shares; 2025Q1: 5,470 shares; 2025Q2: 5,491 shares; 2025Q3: 4,568 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares 4,495 $935K 0.07% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares 2,134 $926K 0.07% 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: 34,636 shares; 2024Q4: 34,105 shares; 2025Q1: 34,491 shares; 2025Q2: 34,105 shares; 2025Q3: 34,105 shares; 2025Q4: 33,905 shares; 2026Q1: 33,905 shares 33,905 $886K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,680 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,265 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares 4,185 $850K 0.07% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 17,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,691 shares; 2026Q1: 4,958 shares 4,958 $802K 0.06% +267 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,712 shares; 2025Q2: 3,565 shares; 2025Q3: 2,665 shares; 2025Q4: 2,435 shares; 2026Q1: 2,337 shares 2,337 $780K 0.06% -98 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,544 shares; 2025Q1: 2,476 shares; 2025Q2: 2,216 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,308 shares 1,308 $770K 0.06% -96 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 11,150 shares; 2025Q1: 16,275 shares; 2025Q2: 16,489 shares; 2025Q3: 16,877 shares; 2025Q4: 17,855 shares; 2026Q1: 16,908 shares 16,908 $766K 0.06% -947 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: 2,346 shares; 2024Q4: 2,552 shares; 2025Q1: 2,524 shares; 2025Q2: 28,216 shares; 2025Q3: 14,941 shares; 2025Q4: 7,703 shares; 2026Q1: 7,140 shares 7,140 $702K 0.05% -563 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,793 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $702K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,759 shares; 2024Q4: 12,540 shares; 2025Q1: 11,326 shares; 2025Q2: 10,611 shares; 2025Q3: 8,949 shares; 2025Q4: 7,902 shares; 2026Q1: 7,000 shares 7,000 $675K 0.05% -902 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: 5,521 shares; 2024Q4: 4,838 shares; 2025Q1: 5,282 shares; 2025Q2: 5,469 shares; 2025Q3: 6,484 shares; 2025Q4: 6,519 shares; 2026Q1: 6,416 shares 6,416 $619K 0.05% -103 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: 2,733 shares; 2024Q4: 2,590 shares; 2025Q1: 2,727 shares; 2025Q2: 2,947 shares; 2025Q3: 2,809 shares; 2025Q4: 2,892 shares; 2026Q1: 2,786 shares 2,786 $606K 0.05% -106 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,467 shares; 2025Q1: 3,244 shares; 2025Q2: 2,978 shares; 2025Q3: 2,948 shares; 2025Q4: 2,819 shares; 2026Q1: 2,694 shares 2,694 $572K 0.04% -125 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 7,240 shares 7,240 $558K 0.04% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,687 shares; 2025Q1: 8,712 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,712 shares; 2026Q1: 9,850 shares 9,850 $555K 0.04% +1,138 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,326 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,296 shares 1,296 $553K 0.04% -22 Timeline SUB 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: 5,237 shares; 2024Q4: 5,239 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares 5,020 $535K 0.04% 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: 935 shares; 2025Q2: 1,545 shares; 2025Q3: 2,145 shares; 2025Q4: 4,320 shares; 2026Q1: 4,348 shares 4,348 $534K 0.04% +28 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: 8,570 shares; 2024Q4: 1,259 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 3,775 shares; 2025Q4: 3,712 shares; 2026Q1: 2,212 shares 2,212 $523K 0.04% -1,500 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 5,231 shares; 2026Q1: 5,231 shares 5,231 $509K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares 4,372 $506K 0.04% 0 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: 842 shares; 2024Q4: 870 shares; 2025Q1: 1,072 shares; 2025Q2: 1,080 shares; 2025Q3: 916 shares; 2025Q4: 918 shares; 2026Q1: 873 shares 873 $504K 0.04% -45 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,271 shares; 2024Q4: 26,573 shares; 2025Q1: 28,484 shares; 2025Q2: 23,669 shares; 2025Q3: 19,247 shares; 2025Q4: 8,601 shares; 2026Q1: 6,868 shares 6,868 $498K 0.04% -1,733 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: 5,531 shares; 2024Q4: 3,731 shares; 2025Q1: 3,700 shares; 2025Q2: 3,623 shares; 2025Q3: 3,480 shares; 2025Q4: 3,296 shares; 2026Q1: 3,287 shares 3,287 $477K 0.04% -9 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: 11,477 shares; 2024Q4: 9,286 shares; 2025Q1: 9,286 shares; 2025Q2: 8,636 shares; 2025Q3: 5,768 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares 5,484 $467K 0.04% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $457K 0.04% 0 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: 838 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 616 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 831 shares 831 $415K 0.03% -187 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,000 shares; 2025Q2: 1,019 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $414K 0.03% 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: 239 shares; 2024Q4: 200 shares; 2025Q1: 919 shares; 2025Q2: 1,577 shares; 2025Q3: 2,583 shares; 2025Q4: 2,462 shares; 2026Q1: 2,502 shares 2,502 $411K 0.03% +40 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 6,499 shares; 2025Q4: 5,488 shares; 2026Q1: 4,194 shares 4,194 $388K 0.03% -1,294 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: 25,282 shares; 2024Q4: 24,924 shares; 2025Q1: 3,123 shares; 2025Q2: 3,122 shares; 2025Q3: 3,013 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $380K 0.03% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $377K 0.03% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,785 shares; 2025Q2: 9,785 shares; 2025Q3: 9,785 shares; 2025Q4: 9,785 shares; 2026Q1: 9,785 shares 9,785 $374K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,892 shares 1,892 $374K 0.03% +500 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,124 shares; 2024Q4: 156,634 shares; 2025Q1: 156,694 shares; 2025Q2: 170,579 shares; 2025Q3: 124,079 shares; 2025Q4: 59,420 shares; 2026Q1: 21,482 shares 21,482 $370K 0.03% -37,938 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 5,725 shares; 2025Q1: 4,848 shares; 2025Q2: 4,848 shares; 2025Q3: 4,848 shares; 2025Q4: 4,786 shares; 2026Q1: 6,610 shares 6,610 $360K 0.03% +1,824 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: 100 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 1,122 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $358K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,556 shares; 2025Q1: 3,301 shares; 2025Q2: 3,201 shares; 2025Q3: 3,172 shares; 2025Q4: 3,142 shares; 2026Q1: 3,142 shares 3,142 $355K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 3,888 shares; 2025Q1: 3,867 shares; 2025Q2: 3,840 shares; 2025Q3: 5,922 shares; 2025Q4: 5,959 shares; 2026Q1: 3,409 shares 3,409 $350K 0.03% -2,550 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: 851 shares; 2024Q4: 1,035 shares; 2025Q1: 1,189 shares; 2025Q2: 1,150 shares; 2025Q3: 1,351 shares; 2025Q4: 1,306 shares; 2026Q1: 1,417 shares 1,417 $343K 0.03% +111 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: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $341K 0.03% 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: 148,180 shares; 2024Q4: 150,044 shares; 2025Q1: 145,607 shares; 2025Q2: 124,751 shares; 2025Q3: 72,492 shares; 2025Q4: 22,199 shares; 2026Q1: 11,725 shares 11,725 $337K 0.03% -10,474 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: 1,626 shares; 2024Q4: 1,646 shares; 2025Q1: 1,430 shares; 2025Q2: 1,408 shares; 2025Q3: 1,450 shares; 2025Q4: 1,521 shares; 2026Q1: 1,469 shares 1,469 $332K 0.03% -52 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: 8,482 shares; 2024Q4: 12,874 shares; 2025Q1: 10,985 shares; 2025Q2: 11,036 shares; 2025Q3: 9,876 shares; 2025Q4: 10,579 shares; 2026Q1: 11,352 shares 11,352 $329K 0.03% +773 Timeline PRFZ 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: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 7,150 shares 7,150 $328K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,939 shares; 2025Q2: 6,088 shares; 2025Q3: 6,093 shares; 2025Q4: 7,002 shares; 2026Q1: 6,964 shares 6,964 $323K 0.03% -38 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: 1,912 shares; 2024Q4: 1,964 shares; 2025Q1: 2,039 shares; 2025Q2: 2,041 shares; 2025Q3: 1,980 shares; 2025Q4: 2,006 shares; 2026Q1: 2,107 shares 2,107 $319K 0.02% +101 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: 12,630 shares; 2024Q4: 11,998 shares; 2025Q1: 11,442 shares; 2025Q2: 10,008 shares; 2025Q3: 6,927 shares; 2025Q4: 6,395 shares; 2026Q1: 6,553 shares 6,553 $318K 0.02% +158 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 4,175 shares 4,175 $314K 0.02% +2,800 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: 1,119 shares; 2024Q4: 1,126 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 841 shares 841 $313K 0.02% +21 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: 1,688 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,670 shares; 2025Q3: 1,370 shares; 2025Q4: 2,441 shares; 2026Q1: 2,341 shares 2,341 $311K 0.02% -100 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,910 shares; 2025Q2: 9,910 shares; 2025Q3: 9,910 shares; 2025Q4: 9,910 shares; 2026Q1: 9,910 shares 9,910 $307K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,558 shares; 2026Q1: 1,839 shares 1,839 $304K 0.02% +281 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: 4,707 shares; 2024Q4: 3,805 shares; 2025Q1: 3,880 shares; 2025Q2: 4,409 shares; 2025Q3: 3,886 shares; 2025Q4: 3,594 shares; 2026Q1: 3,743 shares 3,743 $298K 0.02% +149 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: 1,540 shares; 2024Q4: 1,554 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,560 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $294K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares 1,383 $292K 0.02% 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: 23,479 shares; 2024Q4: 16,870 shares; 2025Q1: 13,381 shares; 2025Q2: 11,241 shares; 2025Q3: 8,878 shares; 2025Q4: 5,390 shares; 2026Q1: 3,804 shares 3,804 $283K 0.02% -1,586 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 130 shares; 2026Q1: 1,130 shares 1,130 $279K 0.02% +1,000 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 3,050 shares; 2025Q4: 3,470 shares; 2026Q1: 3,520 shares 3,520 $273K 0.02% +50 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $271K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $260K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,839 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,834 shares; 2025Q4: 3,229 shares; 2026Q1: 2,820 shares 2,820 $249K 0.02% -409 Timeline SMLF 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: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,258 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 3,208 shares 3,208 $242K 0.02% -15 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 919 shares 919 $230K 0.02% +68 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: 189 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $230K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $230K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,164 shares; 2025Q1: 5,078 shares; 2025Q2: 4,461 shares; 2025Q3: 3,961 shares; 2025Q4: 3,771 shares; 2026Q1: 3,671 shares 3,671 $227K 0.02% -100 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: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 13,966 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 2,966 shares 2,966 $223K 0.02% -2,000 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 2,276 shares; 2025Q2: 1,001 shares; 2025Q3: 1,873 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares 1,436 $219K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares 2,562 $218K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 348 shares; 2026Q1: 298 shares 298 $217K 0.02% -50 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: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,099 shares; 2026Q1: 2,328 shares 2,328 $214K 0.02% -771 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: 3,400 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,100 shares; 2026Q1: 3,050 shares 3,050 $208K 0.02% -50 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 5,358 shares; 2025Q3: 5,000 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $204K 0.02% 0 Timeline LRGF 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: 4,997 shares; 2024Q4: 3,879 shares; 2025Q1: 3,878 shares; 2025Q2: 3,494 shares; 2025Q3: 3,294 shares; 2025Q4: 3,064 shares; 2026Q1: 3,064 shares 3,064 $202K 0.02% 0 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: 6,423 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,573 shares; 2025Q3: 4,748 shares; 2025Q4: 4,360 shares; 2026Q1: 3,563 shares 3,563 $201K 0.02% -797 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,401 shares 1,401 $200K 0.02% -113 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 859 shares; 2026Q1: 936 shares 936 $190K 0.01% +77 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 587 shares 587 $189K 0.01% +12 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $188K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,065 shares; 2025Q1: 915 shares; 2025Q2: 921 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 932 shares 932 $185K 0.01% +44 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: 5,494 shares; 2024Q4: 4,479 shares; 2025Q1: 4,461 shares; 2025Q2: 4,161 shares; 2025Q3: 3,567 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares 3,051 $185K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,470 shares 2,470 $182K 0.01% +220 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: 145 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 224 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $180K 0.01% 0 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: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,648 shares; 2025Q2: 3,539 shares; 2025Q3: 3,384 shares; 2025Q4: 2,404 shares; 2026Q1: 3,404 shares 3,404 $179K 0.01% +1,000 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $177K 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: 839 shares; 2024Q4: 328 shares; 2025Q1: 300 shares; 2025Q2: 249 shares; 2025Q3: 573 shares; 2025Q4: 488 shares; 2026Q1: 2,400 shares 2,400 $172K 0.01% +1,912 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: 1,756 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $170K 0.01% 0 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: 1,477 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,398 shares 1,398 $169K 0.01% -10 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 3,949 shares; 2026Q1: 3,949 shares 3,949 $166K 0.01% 0 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: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,562 shares 2,562 $164K 0.01% -50 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: 4,899 shares; 2024Q4: 4,899 shares; 2025Q1: 4,899 shares; 2025Q2: 4,149 shares; 2025Q3: 3,981 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares 3,981 $163K 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $163K 0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 4,500 shares; 2025Q1: 7,100 shares; 2025Q2: 7,600 shares; 2025Q3: 7,700 shares; 2025Q4: 6,450 shares; 2026Q1: 6,100 shares 6,100 $162K 0.01% -350 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: 29,995 shares; 2024Q4: 10,923 shares; 2025Q1: 10,260 shares; 2025Q2: 12,723 shares; 2025Q3: 6,543 shares; 2025Q4: 5,699 shares; 2026Q1: 5,706 shares 5,706 $160K 0.01% +7 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 3,816 shares; 2025Q2: 2,008 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $159K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 261 shares; 2025Q1: 784 shares; 2025Q2: 629 shares; 2025Q3: 1,046 shares; 2025Q4: 1,083 shares; 2026Q1: 834 shares 834 $158K 0.01% -249 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 3,231 shares 3,231 $158K 0.01% 0 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: 3,880 shares; 2024Q4: 2,110 shares; 2025Q1: 2,094 shares; 2025Q2: 2,019 shares; 2025Q3: 1,927 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $158K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 781 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 731 shares; 2026Q1: 731 shares 731 $152K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 2,640 shares; 2025Q1: 2,642 shares; 2025Q2: 2,143 shares; 2025Q3: 1,838 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $150K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 3,515 shares; 2025Q2: 3,287 shares; 2025Q3: 5,222 shares; 2025Q4: 4,766 shares; 2026Q1: 4,067 shares 4,067 $149K 0.01% -699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 713 shares; 2026Q1: 816 shares 816 $149K 0.01% +103 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: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $148K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,284 shares 1,284 $144K 0.01% -52 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: 1,283 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,151 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $144K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,545 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $143K 0.01% 0 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: 858 shares; 2024Q4: 658 shares; 2025Q1: 3,298 shares; 2025Q2: 674 shares; 2025Q3: 1,359 shares; 2025Q4: 1,488 shares; 2026Q1: 1,521 shares 1,521 $141K 0.01% +33 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: 327 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 402 shares; 2025Q3: 485 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $141K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares 2,574 $139K 0.01% 0 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: 2,318 shares; 2024Q4: 1,392 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,628 shares 1,628 $136K 0.01% +371 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 139 shares 139 $136K 0.01% -5 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $135K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares 1,412 $133K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 1,769 shares; 2025Q4: 1,720 shares; 2026Q1: 1,670 shares 1,670 $129K 0.01% -50 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 377 shares 377 $128K 0.01% +350 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: 2,191 shares; 2024Q4: 1,931 shares; 2025Q1: 1,932 shares; 2025Q2: 1,632 shares; 2025Q3: 1,430 shares; 2025Q4: 1,235 shares; 2026Q1: 1,135 shares 1,135 $126K 0.01% -100 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,365 shares; 2025Q1: 2,383 shares; 2025Q2: 2,401 shares; 2025Q3: 2,418 shares; 2025Q4: 2,434 shares; 2026Q1: 2,450 shares 2,450 $125K 0.01% +16 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: 775 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $123K 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: 71 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 670 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $122K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,238 shares; 2025Q2: 5,240 shares; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares 5,240 $122K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,530 shares; 2025Q1: 5,822 shares; 2025Q2: 6,016 shares; 2025Q3: 5,616 shares; 2025Q4: 4,516 shares; 2026Q1: 4,516 shares 4,516 $122K 0.01% 0 Timeline EFAV 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: 575 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 673 shares; 2025Q3: 650 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares 1,327 $121K 0.01% 0 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 274 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $120K 0.01% 0 Timeline IEV 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 652 shares; 2025Q3: 302 shares; 2025Q4: 2,191 shares; 2026Q1: 1,766 shares 1,766 $120K 0.01% -425 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 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 $120K 0.01% 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 775 shares 775 $118K 0.01% -200 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: 1,989 shares; 2024Q4: 1,991 shares; 2025Q1: 1,993 shares; 2025Q2: 1,740 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $118K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,209 shares; 2025Q4: 1,303 shares; 2026Q1: 1,209 shares 1,209 $117K 0.01% -94 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: 3,200 shares; 2024Q4: 1,341 shares; 2025Q1: 1,233 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 878 shares 878 $116K 0.01% -67 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: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares 1,058 $116K 0.01% 0 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES CORP 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: 2,250 shares 2,250 $112K 0.01% +250 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: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 286 shares; 2025Q3: 506 shares; 2025Q4: 716 shares; 2026Q1: 718 shares 718 $112K 0.01% +2 Timeline PIFI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: 2,193 shares; 2025Q4: 1,177 shares; 2026Q1: 1,186 shares 1,186 $112K 0.01% +9 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 1,150 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $111K 0.01% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $110K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $110K 0.01% 0 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: 3,519 shares; 2024Q4: 2,892 shares; 2025Q1: 2,817 shares; 2025Q2: 1,853 shares; 2025Q3: 1,223 shares; 2025Q4: 958 shares; 2026Q1: 696 shares 696 $109K 0.01% -262 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,046 shares 2,046 $108K 0.01% -841 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: 41 shares; 2024Q4: 2 shares; 2025Q1: 102 shares; 2025Q2: 147 shares; 2025Q3: 157 shares; 2025Q4: 221 shares; 2026Q1: 233 shares 233 $107K 0.01% +12 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares 3,081 $106K 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 223 shares; 2025Q4: 173 shares; 2026Q1: 237 shares 237 $106K 0.01% +64 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 3,352 shares; 2025Q1: 3,238 shares; 2025Q2: 2,388 shares; 2025Q3: 2,188 shares; 2025Q4: 1,750 shares; 2026Q1: 2,045 shares 2,045 $105K 0.01% +295 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $105K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $103K 0.01% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 812 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $102K 0.01% 0 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083 $102K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 624 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 536 shares; 2026Q1: 477 shares 477 $101K 0.01% -59 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $99K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,252 shares; 2025Q3: 1,391 shares; 2025Q4: 1,346 shares; 2026Q1: 1,363 shares 1,363 $97K 0.01% +17 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,772 shares; 2025Q4: 2,422 shares; 2026Q1: 2,368 shares 2,368 $92.3K 0.01% -54 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 1,891 shares; 2025Q1: 1,566 shares; 2025Q2: 1,403 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,125 shares 1,125 $91.5K 0.01% -78 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $90.6K 0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,289 shares 5,289 $90.4K 0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,532 shares; 2025Q3: 1,552 shares; 2025Q4: 1,572 shares; 2026Q1: 1,593 shares 1,593 $90.3K 0.01% +21 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: 52 shares; 2024Q4: 27 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 370 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $89.7K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 315 shares 315 $89.4K 0.01% +55 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $87.5K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $85.9K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 877 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 801 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654 $85.7K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,610 shares 1,610 $84.9K 0.01% -200 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: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $84.3K 0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $84.3K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $84K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $81.8K 0.01% 0 Timeline FEX 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $81.7K 0.01% 0 Timeline OEF 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 567 shares; 2025Q2: 557 shares; 2025Q3: 530 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $81.1K 0.01% 0 Timeline IDV 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,521 shares; 2025Q3: 1,320 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $80.9K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 198 shares; 2026Q1: 168 shares 168 $79.7K 0.01% -30 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $79.7K 0.01% 0 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 363 shares; 2025Q2: 651 shares; 2025Q3: 722 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $78.1K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $77.5K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 260 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 420 shares; 2025Q4: 520 shares; 2026Q1: 653 shares 653 $77.5K 0.01% +133 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: 1,031 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $77.1K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 356 shares; 2025Q3: 462 shares; 2025Q4: 621 shares; 2026Q1: 597 shares 597 $76K 0.01% -24 Timeline IYF 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares 646 $76K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares 1,129 $76K 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: 10,685 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares 8,750 $75.8K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $75.7K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $75.7K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares 3,840 $74.1K 0.01% 0 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: 2,475 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,050 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $73.4K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,073 shares; 2025Q1: 1,024 shares; 2025Q2: 1,150 shares; 2025Q3: 865 shares; 2025Q4: 1,620 shares; 2026Q1: 1,570 shares 1,570 $72K 0.01% -50 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 850 shares; 2026Q1: 700 shares 700 $71.9K 0.01% -150 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: 221 shares; 2024Q4: 422 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 534 shares; 2026Q1: 524 shares 524 $71.2K 0.01% -10 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: 1,996 shares; 2024Q4: 984 shares; 2025Q1: 1,005 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $71.1K 0.01% 0 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,399 shares; 2026Q1: 6,399 shares 6,399 $69.7K 0.01% -3,000 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $68.5K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 258 shares; 2025Q3: 491 shares; 2025Q4: 375 shares; 2026Q1: 376 shares 376 $67.7K 0.01% +1 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: 503 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 495 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $67.1K 0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $65.6K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $65.5K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 47 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 191 shares 191 $64.7K 0.01% +94 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 215 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 325 shares 325 $64.1K <0.01% -10 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 444 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $64.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 5,115 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,155 shares 1,155 $63.7K <0.01% +100 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: 56 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $63.5K <0.01% 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 7,384 shares; 2025Q2: 2,601 shares; 2025Q3: 1,723 shares; 2025Q4: 1,143 shares; 2026Q1: 1,341 shares 1,341 $63K <0.01% +198 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: 209 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 182 shares 182 $62.8K <0.01% +33 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,475 shares; 2026Q1: 5,975 shares 5,975 $61.5K <0.01% -500 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: 6,475 shares; 2024Q4: 4,875 shares; 2025Q1: 4,739 shares; 2025Q2: 3,525 shares; 2025Q3: 2,400 shares; 2025Q4: 1,700 shares; 2026Q1: 1,650 shares 1,650 $61.4K <0.01% -50 Timeline DSI 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $60.6K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 552 shares; 2025Q1: 693 shares; 2025Q2: 703 shares; 2025Q3: 714 shares; 2025Q4: 620 shares; 2026Q1: 694 shares 694 $60.1K <0.01% +74 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: 2,462 shares; 2024Q4: 1,464 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,428 shares 1,428 $59.5K <0.01% -173 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 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 $58.9K <0.01% 0 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: 162 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 164 shares 164 $58.8K <0.01% +1 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 696 shares 696 $58.7K <0.01% -150 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: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 200 shares 200 $58.5K <0.01% -69 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: 1,121 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 886 shares 886 $58.5K <0.01% -50 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 70 shares; 2025Q1: 283 shares; 2025Q2: 285 shares; 2025Q3: 279 shares; 2025Q4: 236 shares; 2026Q1: 418 shares 418 $58.3K <0.01% +182 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: 361 shares; 2026Q1: 505 shares 505 $58.3K <0.01% +144 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: 349 shares; 2024Q4: 294 shares; 2025Q1: 592 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $58K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 638 shares; 2026Q1: 694 shares 694 $57.3K <0.01% +56 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: 1,619 shares; 2024Q4: 812 shares; 2025Q1: 740 shares; 2025Q2: 840 shares; 2025Q3: 757 shares; 2025Q4: 923 shares; 2026Q1: 1,248 shares 1,248 $57.2K <0.01% +325 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $56.7K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $56.4K <0.01% 0 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 613 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $56.4K <0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $54.6K <0.01% 0 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: 2,556 shares; 2024Q4: 2,272 shares; 2025Q1: 2,026 shares; 2025Q2: 1,272 shares; 2025Q3: 565 shares; 2025Q4: 415 shares; 2026Q1: 365 shares 365 $53.5K <0.01% -50 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: 933 shares; 2026Q1: 933 shares 933 $53.2K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 515 shares; 2025Q3: 816 shares; 2025Q4: 596 shares; 2026Q1: 566 shares 566 $52.8K <0.01% -30 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: 2,403 shares; 2024Q4: 1,614 shares; 2025Q1: 1,714 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares 1,390 $52.6K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $51.6K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,106 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $50.7K <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: 1,547 shares; 2024Q4: 1,381 shares; 2025Q1: 1,048 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 613 shares; 2026Q1: 870 shares 870 $50.1K <0.01% +257 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $49.8K <0.01% 0 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: 957 shares; 2024Q4: 354 shares; 2025Q1: 355 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 843 shares 843 $49.6K <0.01% +543 Timeline SMMV 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $49.1K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 70 shares; 2025Q1: 320 shares; 2025Q2: 310 shares; 2025Q3: 275 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $48.8K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 706 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $48.6K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 61 shares 61 $47.4K <0.01% +11 Timeline RDIV 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $47.3K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 113 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $46.7K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 807 shares; 2025Q2: 822 shares; 2025Q3: 835 shares; 2025Q4: 850 shares; 2026Q1: 866 shares 866 $45.9K <0.01% +16 Timeline EWU 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: 1,194 shares; 2026Q1: 992 shares 992 $45.2K <0.01% -202 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: 322 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 61 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $45K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $43.5K <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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 679 shares 679 $43.2K <0.01% +359 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $43K <0.01% 0 Timeline GVI 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: 392 shares; 2025Q4: 397 shares; 2026Q1: 399 shares 399 $42.6K <0.01% +2 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.2K <0.01% 0 Timeline TDIV 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $42.1K <0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares 1,121 $42K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 5,425 shares 5,425 $41.6K <0.01% +5,000 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $41.4K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $41.2K <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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 207 shares 207 $41K <0.01% -25 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $40.9K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 404 shares; 2025Q4: 338 shares; 2026Q1: 300 shares 300 $40.8K <0.01% -38 Timeline APOLLO GLOBAL MGMT INC 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $40.7K <0.01% 0 BANK OF AMER CORP 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $40.5K <0.01% 0 LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,755 shares; 2025Q1: 2,294 shares; 2025Q2: 2,105 shares; 2025Q3: 1,180 shares; 2025Q4: 375 shares; 2026Q1: 259 shares 259 $39.7K <0.01% -116 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 302 shares 302 $39.5K <0.01% +219 Timeline EOI 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: 2,022 shares; 2024Q4: 2,030 shares; 2025Q1: 2,038 shares; 2025Q2: 2,047 shares; 2025Q3: 2,056 shares; 2025Q4: 2,065 shares; 2026Q1: 2,075 shares 2,075 $39K <0.01% +10 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $38.8K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 0 shares; 2026Q1: 100 shares 100 $38.3K <0.01% +100 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: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $38.3K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $38.1K <0.01% 0 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 136 shares; 2025Q1: 565 shares; 2025Q2: 566 shares; 2025Q3: 684 shares; 2025Q4: 221 shares; 2026Q1: 350 shares 350 $37.9K <0.01% +129 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36.6K <0.01% 0 Timeline FDN 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $36.3K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $36.2K <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: 1,387 shares; 2024Q4: 2,383 shares; 2025Q1: 2,364 shares; 2025Q2: 1,049 shares; 2025Q3: 1,096 shares; 2025Q4: 1,290 shares; 2026Q1: 1,302 shares 1,302 $35.8K <0.01% +12 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $35.7K <0.01% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 900 shares 900 $35.7K <0.01% -643 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $35.1K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $35K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,106 shares; 2025Q1: 1,108 shares; 2025Q2: 1,497 shares; 2025Q3: 3,005 shares; 2025Q4: 3,012 shares; 2026Q1: 3,019 shares 3,019 $34.8K <0.01% +7 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $33.9K <0.01% 0 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $33.5K <0.01% 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: not reported; 2024Q4: 219 shares; 2025Q1: 220 shares; 2025Q2: 221 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 226 shares 226 $32.9K <0.01% +2 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $32.9K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 187 shares 187 $32.4K <0.01% +1 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: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $30.8K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 584 shares; 2025Q1: 585 shares; 2025Q2: 440 shares; 2025Q3: 330 shares; 2025Q4: 340 shares; 2026Q1: 280 shares 280 $30.5K <0.01% -60 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 342 shares; 2026Q1: 647 shares 647 $30.1K <0.01% +305 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: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $30K <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: 375 shares; 2026Q1: 375 shares 375 $29.4K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $29.4K <0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME 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: 11,414 shares; 2025Q4: 5,414 shares; 2026Q1: 5,414 shares 5,414 $29.2K <0.01% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $29.1K <0.01% 0 Timeline IGM 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $28.4K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $28K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares 92 $27.4K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $27.1K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 442 shares; 2025Q3: 367 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $27K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 307 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $27K <0.01% 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: 111 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $26.8K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $26.5K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 161 shares; 2025Q1: 241 shares; 2025Q2: 131 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 151 shares 151 $26.4K <0.01% +50 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: 100 shares; 2024Q4: 50 shares; 2025Q1: 204 shares; 2025Q2: 64 shares; 2025Q3: 252 shares; 2025Q4: 146 shares; 2026Q1: 147 shares 147 $26.3K <0.01% +1 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $26.3K <0.01% 0 Timeline IYJ 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $25.7K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $25.6K <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: 881 shares; 2024Q4: 431 shares; 2025Q1: 424 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $25.3K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 1,626 shares; 2025Q1: 1,625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $25.2K <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: 43 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 83 shares; 2026Q1: 221 shares 221 $25.1K <0.01% +138 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION 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: 1,099 shares 1,099 $25K <0.01% +563 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 2,650 shares; 2025Q4: not reported; 2026Q1: 750 shares 750 $24.9K <0.01% new Timeline IYC 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: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $24.7K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR 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 $24.7K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 762 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $24.6K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $24.5K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $24.5K <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: 5,820 shares; 2024Q4: 6,943 shares; 2025Q1: 7,869 shares; 2025Q2: 7,465 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 100 shares 100 $24.3K <0.01% -25 Timeline MSB MESABI TR More: the full row for MESABI 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: 1,500 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $23.6K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,177 shares; 2025Q1: 1,561 shares; 2025Q2: 2,799 shares; 2025Q3: 365 shares; 2025Q4: 212 shares; 2026Q1: 534 shares 534 $23.6K <0.01% +322 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $23.5K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 115 shares; 2025Q4: 168 shares; 2026Q1: 169 shares 169 $23.5K <0.01% +1 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: 48 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $23.3K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 166 shares 166 $22.7K <0.01% -39 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 180 shares 180 $22.5K <0.01% +100 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 1,244 shares; 2025Q1: 632 shares; 2025Q2: 732 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $22.3K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 147 shares 147 $22.2K <0.01% +80 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 426 shares 426 $22.1K <0.01% new Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 448 shares 448 $21.8K <0.01% +114 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: 600 shares; 2024Q4: 400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $21.6K <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: 267 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 209 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21.4K <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: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 634 shares; 2025Q4: 559 shares; 2026Q1: 271 shares 271 $21.3K <0.01% -288 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: 200 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $21.2K <0.01% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 147 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $21.2K <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: 17 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 19 shares 19 $20.7K <0.01% +15 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 3,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $20.3K <0.01% 0 Timeline INTF 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: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $20.3K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $20K <0.01% 0 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $19.6K <0.01% 0 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 264 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $19.5K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 40 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $19K <0.01% 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $18.9K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.9K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 125 shares 125 $18.8K <0.01% +75 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $18.5K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 47 shares 47 $18.3K <0.01% +32 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 60 shares 60 $18.2K <0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $18.2K <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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86 $18K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 251 shares 251 $17.8K <0.01% +101 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $17.6K <0.01% new 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $17.6K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $17.4K <0.01% 0 Timeline FDT 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $17.4K <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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $17.3K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17.1K <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: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $16.8K <0.01% 0 Timeline MSML 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $16.1K <0.01% 0 Timeline EPP 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $15.9K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $15.9K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 245 shares 245 $15.4K <0.01% -80 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 93 shares 93 $15.3K <0.01% +47 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 200 shares; 2025Q3: 400 shares; 2025Q4: 500 shares; 2026Q1: 700 shares 700 $15.2K <0.01% +200 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $14.8K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $14.8K <0.01% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.7K <0.01% 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: 162 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 42 shares 42 $14.4K <0.01% +35 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: 291 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 135 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 44 shares 44 $14.3K <0.01% +25 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $14.3K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $14.2K <0.01% 0 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: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,361 shares; 2025Q2: 3,250 shares; 2025Q3: 3,068 shares; 2025Q4: 1,568 shares; 2026Q1: 818 shares 818 $14.1K <0.01% -750 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 373 shares; 2025Q3: 483 shares; 2025Q4: 538 shares; 2026Q1: 538 shares 538 $14K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14K <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: 150 shares; 2026Q1: 150 shares 150 $13.9K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $13.8K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 107 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $13.7K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $13.6K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $13.5K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $13.4K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares 197 $13.4K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,000 shares 2,000 $13.3K <0.01% -400 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: not reported; 2026Q1: 256 shares 256 $13.2K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $13K <0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $13K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $12.7K <0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 527 shares 527 $12.6K <0.01% new 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $12.5K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $12.4K <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $12.4K <0.01% 0 Timeline