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: 393,315 shares; 2024Q4: 390,498 shares; 2025Q1: 384,349 shares; 2025Q2: 382,464 shares; 2025Q3: 380,736 shares; 2025Q4: 376,338 shares; 2026Q1: 372,895 shares 372,895 $94.6M 11.26% -3,443 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: 97,642 shares; 2024Q4: 97,611 shares; 2025Q1: 47,132 shares; 2025Q2: 47,120 shares; 2025Q3: 47,138 shares; 2025Q4: 46,832 shares; 2026Q1: 46,895 shares 46,895 $30.6M 3.65% +63 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: 381,161 shares; 2024Q4: 379,097 shares; 2025Q1: 380,283 shares; 2025Q2: 335,159 shares; 2025Q3: 336,349 shares; 2025Q4: 334,954 shares; 2026Q1: 336,084 shares 336,084 $30.4M 3.62% +1,130 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: 62,426 shares; 2024Q4: 61,605 shares; 2025Q1: 59,871 shares; 2025Q2: 57,820 shares; 2025Q3: 58,115 shares; 2025Q4: 58,553 shares; 2026Q1: 59,569 shares 59,569 $22M 2.62% +1,016 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: 103,507 shares; 2024Q4: 101,131 shares; 2025Q1: 97,621 shares; 2025Q2: 95,968 shares; 2025Q3: 102,950 shares; 2025Q4: 90,090 shares; 2026Q1: 88,070 shares 88,070 $21.3M 2.54% -2,020 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: 77,398 shares; 2024Q4: 75,821 shares; 2025Q1: 74,825 shares; 2025Q2: 72,203 shares; 2025Q3: 70,644 shares; 2025Q4: 69,259 shares; 2026Q1: 68,895 shares 68,895 $20.3M 2.41% -364 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 22,178 shares; 2025Q2: 26,751 shares; 2025Q3: 26,751 shares; 2025Q4: 26,731 shares; 2026Q1: 33,731 shares 33,731 $20.2M 2.4% +7,000 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: 43,383 shares; 2024Q4: 46,173 shares; 2025Q1: 48,152 shares; 2025Q2: 49,298 shares; 2025Q3: 50,738 shares; 2025Q4: 50,477 shares; 2026Q1: 50,672 shares 50,672 $14.6M 1.73% +195 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: 116,540 shares; 2024Q4: 116,238 shares; 2025Q1: 116,201 shares; 2025Q2: 116,191 shares; 2025Q3: 115,480 shares; 2025Q4: 114,312 shares; 2026Q1: 113,720 shares 113,720 $14.1M 1.68% -592 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: 112,213 shares; 2024Q4: 110,608 shares; 2025Q1: 113,021 shares; 2025Q2: 115,327 shares; 2025Q3: 116,008 shares; 2025Q4: 115,751 shares; 2026Q1: 114,906 shares 114,906 $13.8M 1.65% -845 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: 163,702 shares; 2024Q4: 163,220 shares; 2025Q1: 163,208 shares; 2025Q2: 163,129 shares; 2025Q3: 163,763 shares; 2025Q4: 163,605 shares; 2026Q1: 200,909 shares 200,909 $13.6M 1.61% +37,304 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: 158,939 shares; 2024Q4: 159,319 shares; 2025Q1: 158,631 shares; 2025Q2: 175,867 shares; 2025Q3: 177,255 shares; 2025Q4: 177,251 shares; 2026Q1: 224,779 shares 224,779 $12.7M 1.52% +47,528 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: 225,680 shares; 2024Q4: 222,927 shares; 2025Q1: 217,917 shares; 2025Q2: 222,883 shares; 2025Q3: 217,936 shares; 2025Q4: 211,380 shares; 2026Q1: 206,032 shares 206,032 $12.5M 1.49% -5,348 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: 51,373 shares; 2024Q4: 49,418 shares; 2025Q1: 46,056 shares; 2025Q2: 41,014 shares; 2025Q3: 38,722 shares; 2025Q4: 38,022 shares; 2026Q1: 38,582 shares 38,582 $11.9M 1.42% +560 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: 171,432 shares; 2024Q4: 169,121 shares; 2025Q1: 167,616 shares; 2025Q2: 165,121 shares; 2025Q3: 159,290 shares; 2025Q4: 152,280 shares; 2026Q1: 149,030 shares 149,030 $11.6M 1.38% -3,250 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: 113,520 shares; 2024Q4: 109,325 shares; 2025Q1: 107,225 shares; 2025Q2: 99,220 shares; 2025Q3: 96,930 shares; 2025Q4: 95,928 shares; 2026Q1: 92,781 shares 92,781 $11.5M 1.37% -3,147 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: 43,480 shares; 2024Q4: 45,821 shares; 2025Q1: 47,656 shares; 2025Q2: 47,098 shares; 2025Q3: 46,968 shares; 2025Q4: 46,863 shares; 2026Q1: 46,365 shares 46,365 $11.3M 1.35% -498 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: 16,835 shares; 2024Q4: 16,635 shares; 2025Q1: 16,018 shares; 2025Q2: 15,511 shares; 2025Q3: 15,076 shares; 2025Q4: 15,301 shares; 2026Q1: 15,180 shares 15,180 $10.8M 1.28% -121 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: 62,201 shares; 2024Q4: 62,736 shares; 2025Q1: 62,457 shares; 2025Q2: 64,594 shares; 2025Q3: 66,905 shares; 2025Q4: 68,119 shares; 2026Q1: 67,618 shares 67,618 $10.5M 1.25% -501 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: 51,385 shares; 2024Q4: 50,960 shares; 2025Q1: 51,400 shares; 2025Q2: 49,915 shares; 2025Q3: 48,814 shares; 2025Q4: 48,714 shares; 2026Q1: 47,593 shares 47,593 $10.4M 1.23% -1,121 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: 209,520 shares; 2024Q4: 207,176 shares; 2025Q1: 207,526 shares; 2025Q2: 204,669 shares; 2025Q3: 210,932 shares; 2025Q4: 205,966 shares; 2026Q1: 203,125 shares 203,125 $10.2M 1.21% -2,841 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: 56,122 shares; 2024Q4: 57,035 shares; 2025Q1: 56,556 shares; 2025Q2: 57,579 shares; 2025Q3: 57,736 shares; 2025Q4: 60,974 shares; 2026Q1: 59,565 shares 59,565 $10.1M 1.2% -1,409 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: 36,288 shares; 2024Q4: 38,278 shares; 2025Q1: 39,887 shares; 2025Q2: 41,416 shares; 2025Q3: 43,503 shares; 2025Q4: 45,683 shares; 2026Q1: 47,243 shares 47,243 $9.84M 1.17% +1,560 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: 16,597 shares; 2024Q4: 16,478 shares; 2025Q1: 15,950 shares; 2025Q2: 15,794 shares; 2025Q3: 15,709 shares; 2025Q4: 15,491 shares; 2026Q1: 15,122 shares 15,122 $9.83M 1.17% -369 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,201 shares; 2024Q4: 137,163 shares; 2025Q1: 136,309 shares; 2025Q2: 138,699 shares; 2025Q3: 138,194 shares; 2025Q4: 137,954 shares; 2026Q1: 137,915 shares 137,915 $9.62M 1.15% -39 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: 22,560 shares; 2024Q4: 22,503 shares; 2025Q1: 22,492 shares; 2025Q2: 22,408 shares; 2025Q3: 21,444 shares; 2025Q4: 20,889 shares; 2026Q1: 20,820 shares 20,820 $8.88M 1.06% -69 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: 58,902 shares; 2024Q4: 57,951 shares; 2025Q1: 48,252 shares; 2025Q2: 46,814 shares; 2025Q3: 47,570 shares; 2025Q4: 46,740 shares; 2026Q1: 46,707 shares 46,707 $8.15M 0.97% -33 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: 53,747 shares; 2024Q4: 52,275 shares; 2025Q1: 51,124 shares; 2025Q2: 49,666 shares; 2025Q3: 50,811 shares; 2025Q4: 56,389 shares; 2026Q1: 56,109 shares 56,109 $8.1M 0.96% -280 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: 92,685 shares; 2024Q4: 92,253 shares; 2025Q1: 91,618 shares; 2025Q2: 92,144 shares; 2025Q3: 89,918 shares; 2025Q4: 64,054 shares; 2026Q1: 57,314 shares 57,314 $7.79M 0.93% -6,740 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: 33,848 shares; 2024Q4: 34,213 shares; 2025Q1: 33,728 shares; 2025Q2: 33,803 shares; 2025Q3: 33,697 shares; 2025Q4: 34,302 shares; 2026Q1: 34,027 shares 34,027 $7.04M 0.84% -275 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: 55,767 shares; 2024Q4: 54,292 shares; 2025Q1: 54,668 shares; 2025Q2: 54,324 shares; 2025Q3: 55,029 shares; 2025Q4: 55,324 shares; 2026Q1: 53,393 shares 53,393 $7M 0.83% -1,931 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: 100,987 shares; 2024Q4: 100,140 shares; 2025Q1: 97,133 shares; 2025Q2: 93,063 shares; 2025Q3: 91,406 shares; 2025Q4: 90,811 shares; 2026Q1: 88,046 shares 88,046 $6.7M 0.8% -2,765 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: 11,880 shares; 2024Q4: 11,830 shares; 2025Q1: 11,756 shares; 2025Q2: 11,739 shares; 2025Q3: 11,541 shares; 2025Q4: 11,199 shares; 2026Q1: 10,822 shares 10,822 $6.67M 0.79% -377 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: 36,944 shares; 2024Q4: 36,944 shares; 2025Q1: 36,104 shares; 2025Q2: 35,821 shares; 2025Q3: 35,148 shares; 2025Q4: 34,693 shares; 2026Q1: 33,983 shares 33,983 $6.56M 0.78% -710 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,163 shares; 2024Q4: 29,163 shares; 2025Q1: 57,355 shares; 2025Q2: 57,367 shares; 2025Q3: 57,334 shares; 2025Q4: 57,130 shares; 2026Q1: 57,219 shares 57,219 $6.32M 0.75% +89 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,061 shares; 2024Q4: 18,086 shares; 2025Q1: 83,196 shares; 2025Q2: 83,363 shares; 2025Q3: 85,063 shares; 2025Q4: 85,128 shares; 2026Q1: 60,215 shares 60,215 $6.01M 0.72% -24,913 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,460 shares; 2024Q4: 115,949 shares; 2025Q1: 114,081 shares; 2025Q2: 118,285 shares; 2025Q3: 118,568 shares; 2025Q4: 102,512 shares; 2026Q1: 100,312 shares 100,312 $5.88M 0.7% -2,200 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,489 shares; 2025Q1: 31,431 shares; 2025Q2: 32,873 shares; 2025Q3: 32,186 shares; 2025Q4: 31,286 shares; 2026Q1: 27,336 shares 27,336 $5.84M 0.7% -3,950 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: 15,499 shares; 2024Q4: 15,804 shares; 2025Q1: 15,853 shares; 2025Q2: 16,109 shares; 2025Q3: 16,270 shares; 2025Q4: 16,141 shares; 2026Q1: 16,492 shares 16,492 $5.8M 0.69% +351 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: 29,447 shares; 2024Q4: 29,079 shares; 2025Q1: 28,908 shares; 2025Q2: 28,591 shares; 2025Q3: 27,074 shares; 2025Q4: 25,869 shares; 2026Q1: 25,820 shares 25,820 $5.52M 0.66% -49 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: 11,321 shares; 2024Q4: 11,321 shares; 2025Q1: 11,281 shares; 2025Q2: 10,881 shares; 2025Q3: 10,881 shares; 2025Q4: 10,629 shares; 2026Q1: 10,239 shares 10,239 $5.51M 0.66% -390 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: 29,100 shares; 2024Q4: 26,820 shares; 2025Q1: 26,956 shares; 2025Q2: 26,196 shares; 2025Q3: 25,996 shares; 2025Q4: 28,556 shares; 2026Q1: 28,205 shares 28,205 $5.48M 0.65% -351 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: 38,592 shares; 2024Q4: 38,417 shares; 2025Q1: 38,735 shares; 2025Q2: 39,405 shares; 2025Q3: 39,918 shares; 2025Q4: 40,508 shares; 2026Q1: 41,382 shares 41,382 $5.42M 0.65% +874 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: 34,452 shares; 2024Q4: 34,452 shares; 2025Q1: 34,252 shares; 2025Q2: 33,210 shares; 2025Q3: 32,670 shares; 2025Q4: 32,445 shares; 2026Q1: 31,970 shares 31,970 $5.41M 0.64% -475 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: 55,543 shares; 2024Q4: 54,583 shares; 2025Q1: 56,932 shares; 2025Q2: 58,465 shares; 2025Q3: 58,060 shares; 2025Q4: 57,560 shares; 2026Q1: 55,294 shares 55,294 $5.14M 0.61% -2,266 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: 67,654 shares; 2024Q4: 65,119 shares; 2025Q1: 63,769 shares; 2025Q2: 61,982 shares; 2025Q3: 61,138 shares; 2025Q4: 61,817 shares; 2026Q1: 61,532 shares 61,532 $4.98M 0.59% -285 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: 14,453 shares; 2024Q4: 14,563 shares; 2025Q1: 14,999 shares; 2025Q2: 15,108 shares; 2025Q3: 15,292 shares; 2025Q4: 14,770 shares; 2026Q1: 14,950 shares 14,950 $4.87M 0.58% +180 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: 20,501 shares; 2024Q4: 20,181 shares; 2025Q1: 19,643 shares; 2025Q2: 19,861 shares; 2025Q3: 19,827 shares; 2025Q4: 19,505 shares; 2026Q1: 19,808 shares 19,808 $4.68M 0.56% +303 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: 13,653 shares; 2024Q4: 13,708 shares; 2025Q1: 13,786 shares; 2025Q2: 13,374 shares; 2025Q3: 14,434 shares; 2025Q4: 14,984 shares; 2026Q1: 15,414 shares 15,414 $4.66M 0.55% +430 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: 37,303 shares; 2024Q4: 35,748 shares; 2025Q1: 36,608 shares; 2025Q2: 34,663 shares; 2025Q3: 33,147 shares; 2025Q4: 32,422 shares; 2026Q1: 31,462 shares 31,462 $4.59M 0.55% -960 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: 89,670 shares; 2024Q4: 82,725 shares; 2025Q1: 84,009 shares; 2025Q2: 92,254 shares; 2025Q3: 93,599 shares; 2025Q4: 93,904 shares; 2026Q1: 96,139 shares 96,139 $4.42M 0.53% +2,235 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,009 shares; 2024Q4: 77,004 shares; 2025Q1: 94,808 shares; 2025Q2: 94,786 shares; 2025Q3: 94,894 shares; 2025Q4: 94,706 shares; 2026Q1: 88,651 shares 88,651 $4.34M 0.52% -6,055 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: 30,682 shares; 2024Q4: 31,237 shares; 2025Q1: 32,491 shares; 2025Q2: 31,968 shares; 2025Q3: 32,666 shares; 2025Q4: 32,849 shares; 2026Q1: 32,519 shares 32,519 $4.19M 0.5% -330 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,123 shares; 2024Q4: 39,753 shares; 2025Q1: 39,753 shares; 2025Q2: 38,468 shares; 2025Q3: 38,283 shares; 2025Q4: 39,208 shares; 2026Q1: 40,038 shares 40,038 $4.11M 0.49% +830 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: 16,977 shares; 2024Q4: 20,157 shares; 2025Q1: 21,084 shares; 2025Q2: 22,627 shares; 2025Q3: 22,407 shares; 2025Q4: 22,402 shares; 2026Q1: 21,927 shares 21,927 $3.99M 0.48% -475 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: 151,450 shares; 2024Q4: 150,236 shares; 2025Q1: 146,405 shares; 2025Q2: 143,386 shares; 2025Q3: 141,160 shares; 2025Q4: 138,793 shares; 2026Q1: 137,802 shares 137,802 $3.99M 0.48% -991 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,387 shares; 2024Q4: 41,815 shares; 2025Q1: 40,725 shares; 2025Q2: 40,666 shares; 2025Q3: 40,546 shares; 2025Q4: 44,683 shares; 2026Q1: 50,658 shares 50,658 $3.81M 0.45% +5,975 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: 9,160 shares; 2024Q4: 9,322 shares; 2025Q1: 9,810 shares; 2025Q2: 10,285 shares; 2025Q3: 10,725 shares; 2025Q4: 12,922 shares; 2026Q1: 13,096 shares 13,096 $3.8M 0.45% +174 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: 14,305 shares; 2024Q4: 14,235 shares; 2025Q1: 13,552 shares; 2025Q2: 13,154 shares; 2025Q3: 13,093 shares; 2025Q4: 12,382 shares; 2026Q1: 12,233 shares 12,233 $3.8M 0.45% -149 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: 3,123 shares; 2024Q4: 3,020 shares; 2025Q1: 2,905 shares; 2025Q2: 3,354 shares; 2025Q3: 4,294 shares; 2025Q4: 4,130 shares; 2026Q1: 4,119 shares 4,119 $3.79M 0.45% -11 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: 19,907 shares; 2024Q4: 19,697 shares; 2025Q1: 19,482 shares; 2025Q2: 19,037 shares; 2025Q3: 17,052 shares; 2025Q4: 15,722 shares; 2026Q1: 14,548 shares 14,548 $3.79M 0.45% -1,174 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,548 shares; 2025Q1: 6,248 shares; 2025Q2: 5,968 shares; 2025Q3: 6,083 shares; 2025Q4: 6,213 shares; 2026Q1: 6,118 shares 6,118 $3.7M 0.44% -95 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 11,621 shares; 2025Q1: 13,534 shares; 2025Q2: 14,015 shares; 2025Q3: 14,210 shares; 2025Q4: 16,644 shares; 2026Q1: 16,296 shares 16,296 $3.68M 0.44% -348 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,216 shares; 2024Q4: 43,446 shares; 2025Q1: 69,207 shares; 2025Q2: 77,579 shares; 2025Q3: 77,698 shares; 2025Q4: 77,949 shares; 2026Q1: 79,899 shares 79,899 $3.56M 0.42% +1,950 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,771 shares; 2024Q4: 133,918 shares; 2025Q1: 135,914 shares; 2025Q2: 127,064 shares; 2025Q3: 125,224 shares; 2025Q4: 123,224 shares; 2026Q1: 120,714 shares 120,714 $3.51M 0.42% -2,510 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: 96,146 shares; 2024Q4: 106,657 shares; 2025Q1: 121,796 shares; 2025Q2: 123,237 shares; 2025Q3: 126,165 shares; 2025Q4: 119,095 shares; 2026Q1: 113,732 shares 113,732 $3.45M 0.41% -5,363 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,304 shares; 2024Q4: 30,869 shares; 2025Q1: 29,039 shares; 2025Q2: 28,492 shares; 2025Q3: 28,393 shares; 2025Q4: 55,802 shares; 2026Q1: 54,903 shares 54,903 $3.36M 0.4% -899 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: 45,682 shares; 2024Q4: 45,682 shares; 2025Q1: 41,651 shares; 2025Q2: 41,650 shares; 2025Q3: 41,966 shares; 2025Q4: 41,500 shares; 2026Q1: 41,500 shares 41,500 $3.26M 0.39% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,511 shares; 2024Q4: 38,061 shares; 2025Q1: 43,205 shares; 2025Q2: 48,822 shares; 2025Q3: 47,854 shares; 2025Q4: 33,939 shares; 2026Q1: 32,068 shares 32,068 $3.15M 0.38% -1,871 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: 2,573 shares; 2024Q4: 5,226 shares; 2025Q1: 6,701 shares; 2025Q2: 8,017 shares; 2025Q3: 11,537 shares; 2025Q4: 13,625 shares; 2026Q1: 19,222 shares 19,222 $3.08M 0.37% +5,597 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,443 shares; 2025Q1: 4,422 shares; 2025Q2: 5,312 shares; 2025Q3: 5,498 shares; 2025Q4: 5,558 shares; 2026Q1: 5,778 shares 5,778 $2.84M 0.34% +220 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: 10,023 shares; 2024Q4: 9,566 shares; 2025Q1: 9,559 shares; 2025Q2: 9,154 shares; 2025Q3: 8,832 shares; 2025Q4: 8,642 shares; 2026Q1: 8,607 shares 8,607 $2.83M 0.34% -35 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: 30,881 shares; 2024Q4: 30,700 shares; 2025Q1: 29,187 shares; 2025Q2: 29,187 shares; 2025Q3: 28,937 shares; 2025Q4: 28,454 shares; 2026Q1: 28,454 shares 28,454 $2.76M 0.33% 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: 11,730 shares; 2024Q4: 11,630 shares; 2025Q1: 11,730 shares; 2025Q2: 11,030 shares; 2025Q3: 11,307 shares; 2025Q4: 12,267 shares; 2026Q1: 13,112 shares 13,112 $2.73M 0.32% +845 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: 20,930 shares; 2024Q4: 20,930 shares; 2025Q1: 19,590 shares; 2025Q2: 25,821 shares; 2025Q3: 26,746 shares; 2025Q4: 28,246 shares; 2026Q1: 27,896 shares 27,896 $2.71M 0.32% -350 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,250 shares; 2024Q4: 63,510 shares; 2025Q1: 67,162 shares; 2025Q2: 71,952 shares; 2025Q3: 76,509 shares; 2025Q4: 80,415 shares; 2026Q1: 78,775 shares 78,775 $2.64M 0.31% -1,640 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: 20,581 shares; 2024Q4: 20,523 shares; 2025Q1: 20,623 shares; 2025Q2: 29,152 shares; 2025Q3: 29,217 shares; 2025Q4: 58,054 shares; 2026Q1: 57,513 shares 57,513 $2.64M 0.31% -541 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: 25,879 shares; 2024Q4: 33,383 shares; 2025Q1: 39,571 shares; 2025Q2: 47,748 shares; 2025Q3: 44,254 shares; 2025Q4: 44,515 shares; 2026Q1: 44,630 shares 44,630 $2.62M 0.31% +115 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: 23,355 shares; 2024Q4: 26,193 shares; 2025Q1: 26,833 shares; 2025Q2: 28,349 shares; 2025Q3: 29,246 shares; 2025Q4: 29,510 shares; 2026Q1: 31,320 shares 31,320 $2.59M 0.31% +1,810 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,529 shares; 2025Q1: 5,767 shares; 2025Q2: 6,424 shares; 2025Q3: 9,329 shares; 2025Q4: 9,772 shares; 2026Q1: 13,632 shares 13,632 $2.54M 0.3% +3,860 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: 11,362 shares; 2024Q4: 12,452 shares; 2025Q1: 13,805 shares; 2025Q2: 16,075 shares; 2025Q3: 17,301 shares; 2025Q4: 17,257 shares; 2026Q1: 17,287 shares 17,287 $2.5M 0.3% +30 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: 22,963 shares; 2024Q4: 23,028 shares; 2025Q1: 22,956 shares; 2025Q2: 23,045 shares; 2025Q3: 23,614 shares; 2025Q4: 24,290 shares; 2026Q1: 25,460 shares 25,460 $2.45M 0.29% +1,170 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: 4,413 shares; 2024Q4: 4,576 shares; 2025Q1: 4,404 shares; 2025Q2: 4,453 shares; 2025Q3: 4,252 shares; 2025Q4: 4,938 shares; 2026Q1: 4,336 shares 4,336 $2.44M 0.29% -602 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: 5,035 shares; 2024Q4: 6,025 shares; 2025Q1: 6,426 shares; 2025Q2: 6,917 shares; 2025Q3: 8,895 shares; 2025Q4: 7,553 shares; 2026Q1: 7,983 shares 7,983 $2.34M 0.28% +430 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: 6,379 shares; 2024Q4: 6,594 shares; 2025Q1: 6,839 shares; 2025Q2: 6,589 shares; 2025Q3: 6,559 shares; 2025Q4: 6,749 shares; 2026Q1: 7,049 shares 7,049 $2.32M 0.28% +300 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,113 shares; 2024Q4: 16,831 shares; 2025Q1: 17,256 shares; 2025Q2: 23,019 shares; 2025Q3: 22,298 shares; 2025Q4: 23,102 shares; 2026Q1: 23,942 shares 23,942 $2.27M 0.27% +840 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: 59,580 shares; 2024Q4: 59,580 shares; 2025Q1: 57,660 shares; 2025Q2: 57,660 shares; 2025Q3: 55,660 shares; 2025Q4: 55,660 shares; 2026Q1: 54,860 shares 54,860 $2.25M 0.27% -800 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $2.25M 0.27% 0 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: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 4,527 shares; 2025Q2: 4,782 shares; 2025Q3: 6,713 shares; 2025Q4: 8,888 shares; 2026Q1: 9,633 shares 9,633 $2.21M 0.26% +745 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: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,654 shares; 2025Q4: 7,614 shares; 2026Q1: 7,399 shares 7,399 $2.12M 0.25% -215 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: 43,465 shares; 2024Q4: 43,319 shares; 2025Q1: 43,441 shares; 2025Q2: 39,878 shares; 2025Q3: 39,530 shares; 2025Q4: 39,805 shares; 2026Q1: 39,207 shares 39,207 $2.12M 0.25% -598 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,070 shares; 2024Q4: 43,255 shares; 2025Q1: 33,104 shares; 2025Q2: 32,560 shares; 2025Q3: 31,697 shares; 2025Q4: 30,986 shares; 2026Q1: 30,588 shares 30,588 $2.09M 0.25% -398 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: 12,027 shares; 2024Q4: 11,922 shares; 2025Q1: 11,398 shares; 2025Q2: 11,150 shares; 2025Q3: 10,376 shares; 2025Q4: 10,228 shares; 2026Q1: 10,053 shares 10,053 $2.04M 0.24% -175 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: 7,768 shares; 2024Q4: 7,068 shares; 2025Q1: 6,958 shares; 2025Q2: 6,358 shares; 2025Q3: 5,733 shares; 2025Q4: 7,136 shares; 2026Q1: 7,246 shares 7,246 $1.96M 0.23% +110 Timeline INTL BUSINESS MACHINES CORP INTL BUSINESS MACHINES CORP More: the full row for INTL BUSINESS MACHINES 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: 8,000 shares; 2026Q1: 8,000 shares 8,000 $1.94M 0.23% 0 GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,325 shares; 2025Q1: 4,425 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: 4,399 shares; 2026Q1: 4,399 shares 4,399 $1.89M 0.23% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,437 shares; 2024Q4: 50,232 shares; 2025Q1: 64,671 shares; 2025Q2: 74,137 shares; 2025Q3: 89,940 shares; 2025Q4: 113,247 shares; 2026Q1: 119,547 shares 119,547 $1.88M 0.22% +6,300 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $1.84M 0.22% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,520 shares; 2024Q4: 22,593 shares; 2025Q1: 15,408 shares; 2025Q2: 11,388 shares; 2025Q3: 11,226 shares; 2025Q4: 11,226 shares; 2026Q1: 10,894 shares 10,894 $1.79M 0.21% -332 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,715 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,540 shares 2,540 $1.77M 0.21% -135 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: 5,461 shares; 2024Q4: 5,561 shares; 2025Q1: 5,561 shares; 2025Q2: 5,136 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares; 2026Q1: 5,096 shares 5,096 $1.75M 0.21% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,519 shares; 2025Q1: 15,244 shares; 2025Q2: 20,579 shares; 2025Q3: 22,014 shares; 2025Q4: 25,182 shares; 2026Q1: 23,675 shares 23,675 $1.67M 0.2% -1,507 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 22,513 shares; 2025Q1: 40,092 shares; 2025Q2: 30,997 shares; 2025Q3: 31,283 shares; 2025Q4: 32,213 shares; 2026Q1: 32,702 shares 32,702 $1.65M 0.2% +489 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: 5,997 shares; 2024Q4: 5,912 shares; 2025Q1: 5,737 shares; 2025Q2: 5,638 shares; 2025Q3: 5,430 shares; 2025Q4: 5,355 shares; 2026Q1: 5,395 shares 5,395 $1.63M 0.19% +40 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: 106,116 shares; 2024Q4: 77,952 shares; 2025Q1: 89,748 shares; 2025Q2: 83,580 shares; 2025Q3: 62,868 shares; 2025Q4: 61,493 shares; 2026Q1: 57,566 shares 57,566 $1.62M 0.19% -3,927 Timeline EZU 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: 26,627 shares; 2024Q4: 26,507 shares; 2025Q1: 26,453 shares; 2025Q2: 26,453 shares; 2025Q3: 26,444 shares; 2025Q4: 26,437 shares; 2026Q1: 25,247 shares 25,247 $1.58M 0.19% -1,190 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 1,193 shares; 2025Q3: 1,698 shares; 2025Q4: 1,788 shares; 2026Q1: 1,868 shares 1,868 $1.58M 0.19% +80 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 15,191 shares; 2025Q1: 14,466 shares; 2025Q2: 14,340 shares; 2025Q3: 14,340 shares; 2025Q4: 14,340 shares; 2026Q1: 14,468 shares 14,468 $1.58M 0.19% +128 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,788 shares; 2025Q3: 15,049 shares; 2025Q4: 23,070 shares; 2026Q1: 28,130 shares 28,130 $1.57M 0.19% +5,060 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,418 shares; 2024Q4: 36,812 shares; 2025Q1: 29,030 shares; 2025Q2: 25,308 shares; 2025Q3: 24,806 shares; 2025Q4: 30,044 shares; 2026Q1: 30,169 shares 30,169 $1.57M 0.19% +125 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: 7,688 shares; 2024Q4: 7,688 shares; 2025Q1: 10,094 shares; 2025Q2: 9,684 shares; 2025Q3: 9,684 shares; 2025Q4: 9,684 shares; 2026Q1: 9,394 shares 9,394 $1.52M 0.18% -290 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: 11,662 shares; 2024Q4: 11,662 shares; 2025Q1: 10,617 shares; 2025Q2: 10,226 shares; 2025Q3: 11,014 shares; 2025Q4: 11,485 shares; 2026Q1: 11,253 shares 11,253 $1.49M 0.18% -232 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: 43,465 shares; 2024Q4: 34,699 shares; 2025Q1: 27,822 shares; 2025Q2: 42,886 shares; 2025Q3: 37,976 shares; 2025Q4: 33,826 shares; 2026Q1: 35,154 shares 35,154 $1.46M 0.17% +1,328 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: 34,792 shares; 2024Q4: 31,362 shares; 2025Q1: 28,297 shares; 2025Q2: 31,428 shares; 2025Q3: 33,943 shares; 2025Q4: 33,248 shares; 2026Q1: 30,935 shares 30,935 $1.42M 0.17% -2,313 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,757 shares; 2025Q4: 1,457 shares; 2026Q1: 1,470 shares 1,470 $1.41M 0.17% +13 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: 2,301 shares; 2024Q4: 2,301 shares; 2025Q1: 2,296 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,432 shares; 2026Q1: 2,437 shares 2,437 $1.41M 0.17% +5 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: 7,108 shares; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 6,711 shares; 2025Q3: 6,711 shares; 2025Q4: 6,535 shares; 2026Q1: 6,514 shares 6,514 $1.4M 0.17% -21 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: 6,380 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,155 shares; 2025Q3: 5,330 shares; 2025Q4: 5,180 shares; 2026Q1: 4,880 shares 4,880 $1.4M 0.17% -300 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: 6,529 shares; 2024Q4: 6,486 shares; 2025Q1: 6,406 shares; 2025Q2: 6,224 shares; 2025Q3: 6,049 shares; 2025Q4: 5,806 shares; 2026Q1: 5,638 shares 5,638 $1.4M 0.17% -168 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 9,945 shares; 2025Q1: 18,320 shares; 2025Q2: 21,640 shares; 2025Q3: 29,610 shares; 2025Q4: 42,615 shares; 2026Q1: 42,970 shares 42,970 $1.38M 0.16% +355 Timeline VIS 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: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $1.37M 0.16% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,010 shares; 2024Q4: 50,010 shares; 2025Q1: 50,010 shares; 2025Q2: 50,010 shares; 2025Q3: 50,010 shares; 2025Q4: 50,010 shares; 2026Q1: 50,010 shares 50,010 $1.35M 0.16% 0 Timeline SPIB 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: 26,466 shares; 2024Q4: 27,240 shares; 2025Q1: 27,211 shares; 2025Q2: 37,756 shares; 2025Q3: 36,494 shares; 2025Q4: 36,854 shares; 2026Q1: 38,874 shares 38,874 $1.3M 0.16% +2,020 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: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,200 shares 15,200 $1.3M 0.15% -200 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: 19,152 shares; 2024Q4: 19,162 shares; 2025Q1: 21,551 shares; 2025Q2: 24,012 shares; 2025Q3: 14,404 shares; 2025Q4: 11,494 shares; 2026Q1: 10,461 shares 10,461 $1.27M 0.15% -1,033 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: 9,344 shares; 2024Q4: 9,344 shares; 2025Q1: 8,391 shares; 2025Q2: 7,850 shares; 2025Q3: 5,475 shares; 2025Q4: 5,374 shares; 2026Q1: 5,038 shares 5,038 $1.22M 0.15% -336 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: 12,477 shares; 2024Q4: 12,477 shares; 2025Q1: 12,440 shares; 2025Q2: 12,425 shares; 2025Q3: 13,318 shares; 2025Q4: 15,027 shares; 2026Q1: 13,044 shares 13,044 $1.15M 0.14% -1,983 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: 29,741 shares; 2024Q4: 29,471 shares; 2025Q1: 27,838 shares; 2025Q2: 21,556 shares; 2025Q3: 19,803 shares; 2025Q4: 14,064 shares; 2026Q1: 12,434 shares 12,434 $1.11M 0.13% -1,630 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: 16,912 shares; 2024Q4: 16,712 shares; 2025Q1: 17,371 shares; 2025Q2: 18,773 shares; 2025Q3: 20,950 shares; 2025Q4: 21,450 shares; 2026Q1: 22,363 shares 22,363 $1.09M 0.13% +913 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 11,960 shares; 2025Q1: 10,705 shares; 2025Q2: 10,705 shares; 2025Q3: 10,630 shares; 2025Q4: 21,260 shares; 2026Q1: 21,170 shares 21,170 $1.06M 0.13% -90 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: 3,425 shares; 2024Q4: 3,225 shares; 2025Q1: 2,900 shares; 2025Q2: 3,215 shares; 2025Q3: 5,037 shares; 2025Q4: 6,058 shares; 2026Q1: 6,413 shares 6,413 $1.01M 0.12% +355 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: 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 $986K 0.12% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,224 shares; 2024Q4: 15,037 shares; 2025Q1: 13,629 shares; 2025Q2: 13,694 shares; 2025Q3: 13,214 shares; 2025Q4: 12,992 shares; 2026Q1: 12,727 shares 12,727 $974K 0.12% -265 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,098 shares; 2024Q4: 10,951 shares; 2025Q1: 10,806 shares; 2025Q2: 11,029 shares; 2025Q3: 17,156 shares; 2025Q4: 17,111 shares; 2026Q1: 17,198 shares 17,198 $973K 0.12% +87 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: 24,184 shares; 2024Q4: 22,726 shares; 2025Q1: 19,214 shares; 2025Q2: 14,864 shares; 2025Q3: 15,063 shares; 2025Q4: 33,643 shares; 2026Q1: 33,743 shares 33,743 $968K 0.12% +100 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: 21,460 shares; 2024Q4: 18,840 shares; 2025Q1: 17,590 shares; 2025Q2: 18,545 shares; 2025Q3: 19,416 shares; 2025Q4: 17,595 shares; 2026Q1: 17,895 shares 17,895 $945K 0.11% +300 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,435 shares; 2025Q4: 4,435 shares; 2026Q1: 4,135 shares 4,135 $886K 0.11% -300 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: 24,654 shares; 2024Q4: 24,654 shares; 2025Q1: 24,654 shares; 2025Q2: 24,654 shares; 2025Q3: 24,654 shares; 2025Q4: 24,654 shares; 2026Q1: 24,654 shares 24,654 $873K 0.1% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 7,980 shares; 2025Q1: 7,940 shares; 2025Q2: 7,490 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,150 shares 7,150 $864K 0.1% -50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 1,625 shares; 2026Q1: 5,400 shares 5,400 $840K 0.1% +3,775 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $795K 0.09% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 18,795 shares; 2025Q1: 18,795 shares; 2025Q2: 17,075 shares; 2025Q3: 17,075 shares; 2025Q4: 16,475 shares; 2026Q1: 18,509 shares 18,509 $788K 0.09% +2,034 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,310 shares; 2025Q1: 1,060 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 900 shares 900 $779K 0.09% -135 Timeline EWC 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: 23,516 shares; 2024Q4: 22,132 shares; 2025Q1: 18,641 shares; 2025Q2: 15,319 shares; 2025Q3: 14,544 shares; 2025Q4: 14,354 shares; 2026Q1: 13,944 shares 13,944 $764K 0.09% -410 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: 64,381 shares; 2024Q4: 64,978 shares; 2025Q1: 54,317 shares; 2025Q2: 6,974 shares; 2025Q3: 7,305 shares; 2025Q4: 1,905 shares; 2026Q1: 2,354 shares 2,354 $755K 0.09% +449 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares; 2025Q4: 10,175 shares; 2026Q1: 10,365 shares 10,365 $754K 0.09% +190 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,002 shares; 2024Q4: 10,284 shares; 2025Q1: 11,375 shares; 2025Q2: 12,843 shares; 2025Q3: 12,140 shares; 2025Q4: 12,566 shares; 2026Q1: 14,634 shares 14,634 $754K 0.09% +2,068 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: 2,190 shares; 2024Q4: 2,160 shares; 2025Q1: 1,995 shares; 2025Q2: 1,615 shares; 2025Q3: 1,545 shares; 2025Q4: 1,525 shares; 2026Q1: 1,450 shares 1,450 $724K 0.09% -75 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: 4,055 shares; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares 4,055 $700K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,570 shares; 2026Q1: 2,374 shares 2,374 $674K 0.08% -196 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares 2,905 $631K 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 915 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $626K 0.07% 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: 4,611 shares; 2024Q4: 4,080 shares; 2025Q1: 4,280 shares; 2025Q2: 4,169 shares; 2025Q3: 3,694 shares; 2025Q4: 3,694 shares; 2026Q1: 2,934 shares 2,934 $620K 0.07% -760 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,431 shares; 2025Q1: 6,312 shares; 2025Q2: 6,293 shares; 2025Q3: 6,220 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares 6,202 $607K 0.07% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $605K 0.07% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,640 shares; 2025Q1: 8,151 shares; 2025Q2: 8,087 shares; 2025Q3: 7,824 shares; 2025Q4: 7,595 shares; 2026Q1: 6,787 shares 6,787 $602K 0.07% -808 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: 2,684 shares; 2024Q4: 2,659 shares; 2025Q1: 2,647 shares; 2025Q2: 2,650 shares; 2025Q3: 2,460 shares; 2025Q4: 4,390 shares; 2026Q1: 4,404 shares 4,404 $585K 0.07% +14 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,550 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,495 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $585K 0.07% 0 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: 29,587 shares; 2024Q4: 28,687 shares; 2025Q1: 25,642 shares; 2025Q2: 22,376 shares; 2025Q3: 17,826 shares; 2025Q4: 16,696 shares; 2026Q1: 15,611 shares 15,611 $581K 0.07% -1,085 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,333 shares; 2026Q1: 1,325 shares 1,325 $579K 0.07% -8 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: 9,100 shares; 2024Q4: 8,272 shares; 2025Q1: 7,911 shares; 2025Q2: 7,608 shares; 2025Q3: 6,365 shares; 2025Q4: 6,365 shares; 2026Q1: 5,092 shares 5,092 $576K 0.07% -1,273 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: 87,652 shares; 2024Q4: 86,372 shares; 2025Q1: 73,553 shares; 2025Q2: 72,181 shares; 2025Q3: 59,946 shares; 2025Q4: 35,269 shares; 2026Q1: 32,583 shares 32,583 $561K 0.07% -2,686 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,605 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,440 shares; 2026Q1: 1,499 shares 1,499 $536K 0.06% +59 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 425 shares 425 $536K 0.06% -25 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 544 shares; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares 5,440 $523K 0.06% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 639 shares; 2026Q1: 570 shares 570 $498K 0.06% -69 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 305 shares; 2025Q3: 675 shares; 2025Q4: 845 shares; 2026Q1: 820 shares 820 $469K 0.06% -25 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: 7,840 shares; 2024Q4: 7,631 shares; 2025Q1: 4,201 shares; 2025Q2: 2,321 shares; 2025Q3: 1,741 shares; 2025Q4: 1,552 shares; 2026Q1: 1,532 shares 1,532 $447K 0.05% -20 Timeline ESGD 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: 5,199 shares; 2024Q4: 5,199 shares; 2025Q1: 5,184 shares; 2025Q2: 5,159 shares; 2025Q3: 4,586 shares; 2025Q4: 4,518 shares; 2026Q1: 4,437 shares 4,437 $424K 0.05% -81 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: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares 4,045 $407K 0.05% 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: 24,034 shares; 2024Q4: 23,624 shares; 2025Q1: 23,928 shares; 2025Q2: 24,706 shares; 2025Q3: 25,968 shares; 2025Q4: 25,468 shares; 2026Q1: 10,083 shares 10,083 $406K 0.05% -15,385 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares; 2026Q1: 2,788 shares 2,788 $396K 0.05% 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: 970 shares; 2024Q4: 1,260 shares; 2025Q1: 1,237 shares; 2025Q2: 1,964 shares; 2025Q3: 2,862 shares; 2025Q4: 3,127 shares; 2026Q1: 880 shares 880 $393K 0.05% -2,247 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: 3,158 shares; 2024Q4: 3,145 shares; 2025Q1: 3,090 shares; 2025Q2: 3,161 shares; 2025Q3: 2,911 shares; 2025Q4: 2,695 shares; 2026Q1: 2,647 shares 2,647 $388K 0.05% -48 Timeline VGLT 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: 9,063 shares; 2024Q4: 9,445 shares; 2025Q1: 9,465 shares; 2025Q2: 8,105 shares; 2025Q3: 7,690 shares; 2025Q4: 4,354 shares; 2026Q1: 6,912 shares 6,912 $383K 0.05% +2,558 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: 780 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 770 shares; 2025Q4: 750 shares; 2026Q1: 760 shares 760 $364K 0.04% +10 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,725 shares; 2025Q1: 3,545 shares; 2025Q2: 4,039 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 4,913 shares 4,913 $362K 0.04% +1,031 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: 2,400 shares; 2024Q4: 2,198 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 2,378 shares 2,378 $350K 0.04% -200 Timeline ESGE 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: 10,767 shares; 2024Q4: 10,910 shares; 2025Q1: 10,894 shares; 2025Q2: 7,149 shares; 2025Q3: 7,601 shares; 2025Q4: 7,526 shares; 2026Q1: 7,448 shares 7,448 $339K 0.04% -78 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: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,677 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 3,124 shares; 2026Q1: 3,050 shares 3,050 $332K 0.04% -74 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: 5,937 shares; 2024Q4: 6,586 shares; 2025Q1: 6,336 shares; 2025Q2: 4,652 shares; 2025Q3: 4,527 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares 4,152 $329K 0.04% 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: 7,121 shares; 2024Q4: 6,621 shares; 2025Q1: 6,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $317K 0.04% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $316K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,883 shares; 2026Q1: 1,839 shares 1,839 $304K 0.04% -44 Timeline ACLO TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $302K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $294K 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906 $291K 0.03% 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 4,012 shares; 2025Q4: 5,370 shares; 2026Q1: 4,515 shares 4,515 $289K 0.03% -855 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: 7,140 shares; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,390 shares; 2026Q1: 6,390 shares 6,390 $282K 0.03% 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: 900 shares; 2024Q4: 800 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $281K 0.03% 0 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: 7,078 shares; 2024Q4: 7,028 shares; 2025Q1: 7,028 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $279K 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $277K 0.03% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 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 $276K 0.03% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,125 shares; 2024Q4: 29,671 shares; 2025Q1: 35,586 shares; 2025Q2: 39,602 shares; 2025Q3: 30,455 shares; 2025Q4: 6,989 shares; 2026Q1: 3,769 shares 3,769 $274K 0.03% -3,220 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $272K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 5,410 shares 5,410 $267K 0.03% +2,280 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: 38,816 shares; 2024Q4: 30,541 shares; 2025Q1: 27,631 shares; 2025Q2: 21,233 shares; 2025Q3: 15,488 shares; 2025Q4: 5,050 shares; 2026Q1: 3,600 shares 3,600 $259K 0.03% -1,450 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,432 shares; 2025Q2: 3,394 shares; 2025Q3: 3,101 shares; 2025Q4: 3,216 shares; 2026Q1: 3,184 shares 3,184 $257K 0.03% -32 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 1,735 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,222 shares 1,222 $253K 0.03% -50 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: 981 shares; 2024Q4: 951 shares; 2025Q1: 666 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $250K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 3,018 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $242K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,410 shares 1,410 $238K 0.03% new 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: 2,867 shares; 2024Q4: 2,724 shares; 2025Q1: 2,569 shares; 2025Q2: 2,564 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $232K 0.03% 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: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $229K 0.03% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares 3,677 $229K 0.03% 0 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: 3,414 shares; 2024Q4: 3,160 shares; 2025Q1: 3,337 shares; 2025Q2: 3,999 shares; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 2,898 shares 2,898 $223K 0.03% -987 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares 1,103 $216K 0.03% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,727 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,877 shares 2,877 $211K 0.03% 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: 4,532 shares; 2024Q4: 4,377 shares; 2025Q1: 4,235 shares; 2025Q2: 3,991 shares; 2025Q3: 3,490 shares; 2025Q4: 2,535 shares; 2026Q1: 2,195 shares 2,195 $203K 0.02% -340 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $191K 0.02% 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: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 2,570 shares; 2025Q2: 2,515 shares; 2025Q3: 2,365 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315 $190K 0.02% 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $187K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 5,055 shares; 2025Q1: 7,233 shares; 2025Q2: 9,769 shares; 2025Q3: 9,630 shares; 2025Q4: 7,580 shares; 2026Q1: 2,135 shares 2,135 $185K 0.02% -5,445 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $184K 0.02% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $169K 0.02% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $169K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 1,456 shares 1,456 $168K 0.02% -926 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 1,096 shares; 2026Q1: 1,439 shares 1,439 $163K 0.02% +343 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $163K 0.02% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 6,802 shares; 2025Q4: 4,487 shares; 2026Q1: 5,497 shares 5,497 $162K 0.02% +1,010 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $152K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 447 shares 447 $151K 0.02% +100 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $150K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,323 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,000 shares 1,000 $145K 0.02% -50 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,898 shares; 2026Q1: 1,945 shares 1,945 $144K 0.02% +47 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,391 shares; 2024Q4: 19,011 shares; 2025Q1: 17,910 shares; 2025Q2: 16,150 shares; 2025Q3: 5,760 shares; 2025Q4: 3,850 shares; 2026Q1: 2,850 shares 2,850 $140K 0.02% -1,000 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $139K 0.02% 0 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: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares 2,010 $137K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 900 shares 900 $135K 0.02% -100 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: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $126K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP 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 $124K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares 4,515 $116K 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 342 shares 342 $116K 0.01% +92 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $113K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $109K 0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $107K 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 2,596 shares; 2026Q1: 1,350 shares 1,350 $106K 0.01% -1,246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $105K 0.01% 0 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: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares 2,034 $105K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares 3,796 $104K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $99.6K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $93.9K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $93.8K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $93.8K 0.01% 0 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares 2,292 $92.8K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394 $92K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares 1,259 $91.2K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $89.9K 0.01% new 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: 632 shares; 2024Q4: 630 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $88.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $86.3K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,354 shares; 2024Q4: 40,499 shares; 2025Q1: 40,514 shares; 2025Q2: 8,670 shares; 2025Q3: 2,485 shares; 2025Q4: 2,060 shares; 2026Q1: 1,550 shares 1,550 $85.5K 0.01% -510 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 491 shares; 2026Q1: 495 shares 495 $85.2K 0.01% +4 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671 $84.2K 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $82.5K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $80.3K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $78.7K 0.01% 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: 10,300 shares; 2024Q4: 9,945 shares; 2025Q1: 2,875 shares; 2025Q2: 2,050 shares; 2025Q3: 2,176 shares; 2025Q4: 2,051 shares; 2026Q1: 1,396 shares 1,396 $78.6K 0.01% -655 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $77.7K 0.01% 0 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 1,644 shares 1,644 $76.4K 0.01% +989 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 215 shares; 2025Q2: 566 shares; 2025Q3: 551 shares; 2025Q4: 674 shares; 2026Q1: 772 shares 772 $75.4K 0.01% +98 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755 $74.5K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $74K 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: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $73.4K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,288 shares; 2025Q2: 1,249 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares 1,349 $73K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $72.8K 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: 4,400 shares; 2024Q4: 5,000 shares; 2025Q1: 5,800 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $71.5K 0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares 2,479 $70.5K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares 1,057 $70.3K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP 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: not reported; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $70.2K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 1,002 shares; 2026Q1: 1,001 shares 1,001 $69.5K 0.01% -1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $68.5K 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: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 959 shares 959 $68.3K 0.01% -349 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $67K 0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,719 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares 7,950 $66.6K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $66.4K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: 3,903 shares 3,903 $66.2K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: 2,074 shares; 2026Q1: 1,362 shares 1,362 $65.4K 0.01% -712 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $65K 0.01% 0 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218 $65K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $64.8K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $64.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 886 shares 886 $62.2K 0.01% 0 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: 323 shares; 2025Q4: 323 shares; 2026Q1: 339 shares 339 $61.8K 0.01% +16 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $61.7K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares 1,572 $61.7K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 55 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $58.4K 0.01% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A 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 $58.2K 0.01% 0 Timeline SCMB 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: not reported; 2026Q1: 2,281 shares 2,281 $58.1K 0.01% new Timeline BSCX 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: 685 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $57.4K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,694 shares; 2024Q4: 9,213 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,265 shares; 2025Q4: 690 shares; 2026Q1: 590 shares 590 $56.9K 0.01% -100 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $56.3K 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: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $55.1K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 535 shares; 2025Q4: 474 shares; 2026Q1: 495 shares 495 $54.9K 0.01% +21 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $54.5K 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: 1,220 shares; 2024Q4: 515 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 645 shares 645 $54K 0.01% -300 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares 2,590 $53.6K 0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $53.1K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,366 shares; 2026Q1: 2,333 shares 2,333 $52.4K 0.01% -33 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $52K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990 $49.5K 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 375 shares; 2026Q1: 635 shares 635 $48.9K 0.01% +260 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: 1,203 shares; 2024Q4: 953 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $47.9K 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: 1,300 shares; 2024Q4: 1,250 shares; 2025Q1: 950 shares; 2025Q2: 594 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $46.7K 0.01% 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: 73 shares; 2024Q4: 72 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $46.5K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $46.2K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $46K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,209 shares 1,209 $45.7K 0.01% +111 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $45.7K 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 728 shares 728 $45.6K 0.01% new 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: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $44.9K 0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $44.7K 0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $44.2K 0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $43.5K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $43.2K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $42.6K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $40.9K <0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares 1,523 $40.8K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $40.5K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $40.2K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $40.1K <0.01% 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: 380 shares; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 655 shares 655 $40.1K <0.01% +255 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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 $39.1K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $39K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955 $38.3K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $38.1K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares 831 $37.9K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $37.8K <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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $37.4K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $37.4K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $37.3K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $36.6K <0.01% 0 Timeline ICLN 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $36.6K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $36.1K <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: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $35.6K <0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441 shares 441 $35.5K <0.01% new Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: 2,855 shares; 2026Q1: 2,855 shares 2,855 $35K <0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS 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: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares 2,552 $34.5K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $33.7K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602 $33.6K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP 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: 284 shares; 2026Q1: 161 shares 161 $33.4K <0.01% -123 Timeline SPSM 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $32.7K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $32.6K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $32.6K <0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $32.5K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $32.3K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $31.7K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $30.8K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL 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: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $30.8K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $30.3K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares 1,256 $29.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $29.8K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $29.7K <0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $29.6K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares 806 $29.6K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $29.2K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO 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: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $28.9K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $28.5K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE 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: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $27.8K <0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $27.8K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638 $26.3K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $26K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX 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: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $26K <0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $25.8K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $25.5K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $25.1K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares 231 $24.8K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $24.7K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $24.5K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $24.1K <0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $24K <0.01% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 392 shares 392 $23.5K <0.01% new 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: 738 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.5K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $23.3K <0.01% 0 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $23.2K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $23K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $22.8K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $22.8K <0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $22.7K <0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $22.2K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $22.2K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $22K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $21.9K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 400 shares 400 $21.9K <0.01% new Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to 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 $21.9K <0.01% 0 Timeline FPFD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $21.5K <0.01% 0 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares 663 $21.4K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $21.1K <0.01% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $21.1K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $20.7K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $20.7K <0.01% new Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $20.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $20.2K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $19.7K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $19.3K <0.01% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $19.3K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $19.2K <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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $19.1K <0.01% 0 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 1,103 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $18.7K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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 $18.4K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $18K <0.01% 0 Timeline ESGU 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $17.7K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $17.7K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $17.6K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $17.4K <0.01% 0 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares 382 $17K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $16.9K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $16.6K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 240 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 280 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $16.6K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $16.6K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $16.1K <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: 224 shares 224 $15.2K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $15K <0.01% new Timeline BLV 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: 240 shares; 2025Q2: 240 shares; 2025Q3: 215 shares; 2025Q4: 899 shares; 2026Q1: 215 shares 215 $14.8K <0.01% -684 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: 785 shares; 2024Q4: 3,085 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,585 shares; 2026Q1: 720 shares 720 $14.7K <0.01% -865 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $14.5K <0.01% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $14.3K <0.01% 0 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares 673 $14.2K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $14K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $13.9K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $13.7K <0.01% 0 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS 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: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $13.4K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares 2,402 $13.3K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $13.2K <0.01% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $13K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $12.9K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $12.6K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $12.1K <0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $11.9K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $11.7K <0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP 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 $11.6K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $11.3K <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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $11.1K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 1,250 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $10.9K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 847 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $10.9K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $10.8K <0.01% 0 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $10.5K <0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares 491 $10.5K <0.01% 0 Timeline PBW 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $10.2K <0.01% 0 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $9.71K <0.01% 0 Timeline VIOO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares 84 $9.64K <0.01% new Timeline VALE VALE S A More: the full row for VALE S A 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 $9.55K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $9.23K <0.01% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS 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 $9.23K <0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC 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 $9.04K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $8.58K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 400 shares; 2026Q1: 400 shares 400 $8.3K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $8.25K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $8.16K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $7.95K <0.01% new Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC 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 $7.92K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $7.46K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $7.29K <0.01% 0 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $7.09K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC 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: 126 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.67K <0.01% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $6.58K <0.01% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $6.51K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,563 shares; 2025Q1: 2,085 shares; 2025Q2: 245 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $6.2K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $5.84K <0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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 $5.6K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $5.5K <0.01% 0 Timeline VCLT 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: 2,688 shares; 2024Q4: 2,774 shares; 2025Q1: 2,140 shares; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $5.3K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $5.27K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170 $4.57K <0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $4.38K <0.01% 0 Timeline SCHE 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: not reported; 2026Q1: 133 shares 133 $4.38K <0.01% new Timeline FNDA 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: not reported; 2026Q1: 134 shares 134 $4.34K <0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.32K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.04K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO 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: 425 shares 425 $3.94K <0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $3.79K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.77K <0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $3.76K <0.01% 0 Timeline SUSC 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: 346 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $3.38K <0.01% 0 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 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 $2.95K <0.01% 0 Timeline SPMD 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: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $2.66K <0.01% 0 Timeline XJH 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: 58 shares; 2026Q1: 58 shares 58 $2.63K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $2.55K <0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,632 shares; 2025Q1: 419 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 282 shares; 2026Q1: 25 shares 25 $2.52K <0.01% -257 Timeline ESML 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $2.4K <0.01% 0 Timeline GRNB 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.4K <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares 116 $2.39K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.38K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $2.25K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 27 shares 27 $2.06K <0.01% -138 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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 $2K <0.01% 0 Timeline SCYB 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: not reported; 2026Q1: 75 shares 75 $1.95K <0.01% new Timeline SUSB 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: 350 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $1.88K <0.01% 0 Timeline SCHC 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: not reported; 2026Q1: 33 shares 33 $1.54K <0.01% new Timeline FNDC 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: not reported; 2026Q1: 32 shares 32 $1.48K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $1.29K <0.01% 0 Timeline SCHH 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: not reported; 2026Q1: 59 shares 59 $1.27K <0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $1.24K <0.01% new Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $1.18K <0.01% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $879 <0.01% new Timeline HYLB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $469 <0.01% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $268 <0.01% 0 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $250 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $185 <0.01% new Timeline AIM AIM IMMUNOTECH INC More: the full row for AIM IMMUNOTECH 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: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $76 <0.01% 0 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $51 <0.01% 0 Timeline