QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253,424 shares; 2025Q3: 259,111 shares; 2025Q4: 259,396 shares; 2026Q1: 290,204 shares 290,204 $81.4M 10.87% +30,808 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,569,960 shares; 2025Q3: 1,617,433 shares; 2025Q4: 1,643,186 shares; 2026Q1: 1,798,727 shares 1,798,727 $70.4M 9.39% +155,541 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309,618 shares; 2024Q4: 1,356,697 shares; 2025Q1: 1,433,911 shares; 2025Q2: 1,550,283 shares; 2025Q3: 186 shares; 2025Q4: 1,562,526 shares; 2026Q1: 1,696,212 shares 1,696,212 $51.2M 6.83% +133,686 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,289 shares; 2024Q4: 458,093 shares; 2025Q1: 476,356 shares; 2025Q2: 511,320 shares; 2025Q3: 78 shares; 2025Q4: 530,941 shares; 2026Q1: 585,094 shares 585,094 $44.9M 5.99% +54,153 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,226 shares; 2024Q4: 371,476 shares; 2025Q1: 399,823 shares; 2025Q2: 435,547 shares; 2025Q3: 443,175 shares; 2025Q4: 433,586 shares; 2026Q1: 471,147 shares 471,147 $39.3M 5.24% +37,561 Timeline IMCG 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: 310,146 shares; 2024Q4: 311,080 shares; 2025Q1: 329,167 shares; 2025Q2: 354,086 shares; 2025Q3: 361,000 shares; 2025Q4: 352,307 shares; 2026Q1: 382,492 shares 382,492 $34.3M 4.57% +30,185 Timeline ICVT 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: 162,997 shares; 2024Q4: 163,761 shares; 2025Q1: 164,936 shares; 2025Q2: 173,289 shares; 2025Q3: 176,089 shares; 2025Q4: 169,980 shares; 2026Q1: 178,460 shares 178,460 $20.7M 2.76% +8,480 Timeline HYDB 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: 301,461 shares; 2024Q4: 307,970 shares; 2025Q1: 318,044 shares; 2025Q2: 339,170 shares; 2025Q3: 349,164 shares; 2025Q4: 352,931 shares; 2026Q1: 385,864 shares 385,864 $18.1M 2.41% +32,933 Timeline REZ 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: 135,951 shares; 2024Q4: 141,362 shares; 2025Q1: 151,420 shares; 2025Q2: 167,757 shares; 2025Q3: 172,308 shares; 2025Q4: 174,781 shares; 2026Q1: 200,966 shares 200,966 $18.1M 2.41% +26,185 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,648 shares; 2024Q4: 188,711 shares; 2025Q1: 199,717 shares; 2025Q2: 218,908 shares; 2025Q3: 223,113 shares; 2025Q4: 217,577 shares; 2026Q1: 235,621 shares 235,621 $17.4M 2.32% +18,044 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: 134,097 shares; 2024Q4: 123,604 shares; 2025Q1: 133,927 shares; 2025Q2: 34,577 shares; 2025Q3: 32,382 shares; 2025Q4: 27,439 shares; 2026Q1: 25,321 shares 25,321 $17.3M 2.3% -2,118 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: 106 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 318,008 shares; 2025Q3: 2,064 shares; 2025Q4: 353,192 shares; 2026Q1: 416,262 shares 416,262 $17M 2.27% +63,070 Timeline NANR 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: 5 shares; 2025Q4: 188,240 shares; 2026Q1: 198,105 shares 198,105 $16.4M 2.19% +9,865 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: 1,013,244 shares; 2024Q4: 1,065,048 shares; 2025Q1: 1,128,827 shares; 2025Q2: 297,115 shares; 2025Q3: 445 shares; 2025Q4: 232,473 shares; 2026Q1: 218,756 shares 218,756 $15.1M 2.01% -13,717 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,565 shares; 2024Q4: 239,753 shares; 2025Q1: 236,098 shares; 2025Q2: 245,995 shares; 2025Q3: 420 shares; 2025Q4: 246,096 shares; 2026Q1: 292,838 shares 292,838 $14.8M 1.98% +46,742 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 130,629 shares; 2026Q1: 142,032 shares 142,032 $14.1M 1.88% +11,403 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: 802 shares; 2024Q4: 729 shares; 2025Q1: 1,143 shares; 2025Q2: 706 shares; 2025Q3: 10,839 shares; 2025Q4: 11,541 shares; 2026Q1: 17,958 shares 17,958 $13.1M 1.74% +6,417 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 7,376 shares; 2025Q1: 8,525 shares; 2025Q2: 5,210 shares; 2025Q3: 180,598 shares; 2025Q4: 195,060 shares; 2026Q1: 253,664 shares 253,664 $11.7M 1.56% +58,604 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 27,335 shares; 2025Q1: 29,604 shares; 2025Q2: 29,472 shares; 2025Q3: 33,022 shares; 2025Q4: 27,237 shares; 2026Q1: 29,522 shares 29,522 $8.39M 1.12% +2,285 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: 158 shares; 2024Q4: 150 shares; 2025Q1: 484 shares; 2025Q2: 244 shares; 2025Q3: 17,031 shares; 2025Q4: 25,820 shares; 2026Q1: 34,367 shares 34,367 $7.69M 1.03% +8,547 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: 1,634 shares; 2024Q4: 1,555 shares; 2025Q1: 2,483 shares; 2025Q2: 1,781 shares; 2025Q3: 38,096 shares; 2025Q4: 41,071 shares; 2026Q1: 57,269 shares 57,269 $7.53M 1% +16,198 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,021 shares; 2025Q1: 2,261 shares; 2025Q2: 1,146 shares; 2025Q3: 88,144 shares; 2025Q4: 96,169 shares; 2026Q1: 115,299 shares 115,299 $7.44M 0.99% +19,130 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: 2,646 shares; 2024Q4: 2,609 shares; 2025Q1: 2,939 shares; 2025Q2: 1,715 shares; 2025Q3: 54,296 shares; 2025Q4: 66,848 shares; 2026Q1: 86,362 shares 86,362 $6.92M 0.92% +19,514 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: 9,029 shares; 2024Q4: 21,705 shares; 2025Q1: 28,418 shares; 2025Q2: 29,198 shares; 2025Q3: 23 shares; 2025Q4: 30,818 shares; 2026Q1: 34,056 shares 34,056 $6.69M 0.89% +3,238 Timeline EFV 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: 1,614 shares; 2024Q4: 1,445 shares; 2025Q1: 2,060 shares; 2025Q2: 1,516 shares; 2025Q3: 60,345 shares; 2025Q4: 58,398 shares; 2026Q1: 74,083 shares 74,083 $5.71M 0.76% +15,685 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,342 shares; 2024Q4: 100,673 shares; 2025Q1: 101,113 shares; 2025Q2: 106,623 shares; 2025Q3: 105,564 shares; 2025Q4: 110,655 shares; 2026Q1: 110,171 shares 110,171 $4.87M 0.65% -484 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 1,248 shares; 2025Q3: 162 shares; 2025Q4: 2,932 shares; 2026Q1: 132,091 shares 132,091 $4.39M 0.59% +129,159 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 257 shares; 2025Q3: 55,498 shares; 2025Q4: 61,769 shares; 2026Q1: 92,274 shares 92,274 $4.13M 0.55% +30,505 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: 4,320 shares; 2024Q4: 5,581 shares; 2025Q1: 13,142 shares; 2025Q2: 12,285 shares; 2025Q3: 14,152 shares; 2025Q4: 13,920 shares; 2026Q1: 14,761 shares 14,761 $4.04M 0.54% +841 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 669 shares; 2025Q2: 623 shares; 2025Q3: 34,511 shares; 2025Q4: 36,901 shares; 2026Q1: 38,424 shares 38,424 $3.82M 0.51% +1,523 Timeline GOVT 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: 2,578 shares; 2024Q4: 2,381 shares; 2025Q1: 2,279 shares; 2025Q2: 1,964 shares; 2025Q3: 25,390 shares; 2025Q4: 32,140 shares; 2026Q1: 166,142 shares 166,142 $3.78M 0.5% +134,002 Timeline EFG 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: 2,713 shares; 2024Q4: 1,218 shares; 2025Q1: 1,316 shares; 2025Q2: 900 shares; 2025Q3: 5,269 shares; 2025Q4: 5,208 shares; 2026Q1: 31,009 shares 31,009 $3.71M 0.49% +25,801 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: 1,078 shares; 2024Q4: 960 shares; 2025Q1: 980 shares; 2025Q2: 736 shares; 2025Q3: 26,477 shares; 2025Q4: 29,866 shares; 2026Q1: 38,726 shares 38,726 $3.65M 0.49% +8,860 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 592 shares; 2025Q1: 1,064 shares; 2025Q2: 634 shares; 2025Q3: 20,613 shares; 2025Q4: 12,738 shares; 2026Q1: 17,053 shares 17,053 $3.54M 0.47% +4,315 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: 1,356 shares; 2024Q4: 1,311 shares; 2025Q1: 1,932 shares; 2025Q2: 1,507 shares; 2025Q3: 10,988 shares; 2025Q4: 5,425 shares; 2026Q1: 5,228 shares 5,228 $3.48M 0.46% -197 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 629 shares; 2025Q3: 53,442 shares; 2025Q4: 57,642 shares; 2026Q1: 79,733 shares 79,733 $3.29M 0.44% +22,091 Timeline MTUM 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: 62 shares; 2025Q1: 149 shares; 2025Q2: 62 shares; 2025Q3: 4,268 shares; 2025Q4: 7,266 shares; 2026Q1: 10,522 shares 10,522 $3.06M 0.41% +3,256 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 83,902 shares 83,902 $2.87M 0.38% new Timeline FALN 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: 90,771 shares; 2024Q4: 92,557 shares; 2025Q1: 94,092 shares; 2025Q2: 100,791 shares; 2025Q3: 101,248 shares; 2025Q4: 106,937 shares; 2026Q1: 104,094 shares 104,094 $2.81M 0.38% -2,843 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 2,170 shares; 2025Q1: 3,488 shares; 2025Q2: 1,018 shares; 2025Q3: 20,697 shares; 2025Q4: 20,855 shares; 2026Q1: 25,890 shares 25,890 $2.76M 0.37% +5,035 Timeline SCHD 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: 251,294 shares; 2024Q4: 224,966 shares; 2025Q1: 220,358 shares; 2025Q2: 221,614 shares; 2025Q3: 732 shares; 2025Q4: 225,867 shares; 2026Q1: 82,366 shares 82,366 $2.61M 0.35% -143,501 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 53,290 shares 53,290 $2.58M 0.34% new 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: 15,633 shares; 2024Q4: 15,505 shares; 2025Q1: 15,543 shares; 2025Q2: 16,311 shares; 2025Q3: 16,685 shares; 2025Q4: 16,823 shares; 2026Q1: 19,910 shares 19,910 $2.4M 0.32% +3,087 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 196 shares; 2025Q3: 982 shares; 2025Q4: 2,503 shares; 2026Q1: 5,664 shares 5,664 $2.37M 0.32% +3,161 Timeline IAGG 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: 1,004 shares; 2024Q4: 923 shares; 2025Q1: 681 shares; 2025Q2: 1,188 shares; 2025Q3: 30,483 shares; 2025Q4: 34,426 shares; 2026Q1: 47,008 shares 47,008 $2.34M 0.31% +12,582 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,734 shares; 2024Q4: 285,729 shares; 2025Q1: 310,707 shares; 2025Q2: 77,610 shares; 2025Q3: 74,855 shares; 2025Q4: 52,496 shares; 2026Q1: 47,905 shares 47,905 $2.31M 0.31% -4,591 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: 873 shares; 2024Q4: 4,907 shares; 2025Q1: 5,326 shares; 2025Q2: 7,102 shares; 2025Q3: 7,733 shares; 2025Q4: 7,092 shares; 2026Q1: 7,358 shares 7,358 $2.28M 0.3% +266 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 859 shares; 2025Q1: 1,212 shares; 2025Q2: 802 shares; 2025Q3: 37,244 shares; 2025Q4: 42,596 shares; 2026Q1: 42,781 shares 42,781 $2.23M 0.3% +185 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: 2,657 shares; 2024Q4: 2,623 shares; 2025Q1: 4,540 shares; 2025Q2: 4,607 shares; 2025Q3: 5,406 shares; 2025Q4: 4,867 shares; 2026Q1: 5,351 shares 5,351 $2.2M 0.29% +484 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: 2,328 shares; 2024Q4: 2,381 shares; 2025Q1: 3,153 shares; 2025Q2: 3,294 shares; 2025Q3: 2,995 shares; 2025Q4: 4,226 shares; 2026Q1: 5,091 shares 5,091 $1.98M 0.26% +865 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 7,757 shares; 2025Q1: 7,374 shares; 2025Q2: 7,267 shares; 2025Q3: 7,338 shares; 2025Q4: 6,982 shares; 2026Q1: 6,988 shares 6,988 $1.97M 0.26% +6 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,240 shares; 2025Q2: 42,240 shares; 2025Q3: 798 shares; 2025Q4: 42,921 shares; 2026Q1: 42,922 shares 42,922 $1.91M 0.26% +1 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 55,505 shares 55,505 $1.84M 0.25% new 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: 5,185 shares; 2024Q4: 5,196 shares; 2025Q1: 5,236 shares; 2025Q2: 5,246 shares; 2025Q3: 5,320 shares; 2025Q4: 5,339 shares; 2026Q1: 5,453 shares 5,453 $1.72M 0.23% +114 Timeline LMUB 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: 33,337 shares 33,337 $1.68M 0.22% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,196 shares; 2025Q2: 33,196 shares; 2025Q3: 33,196 shares; 2025Q4: 33,196 shares; 2026Q1: 33,196 shares 33,196 $1.59M 0.21% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,660 shares; 2024Q4: 29,681 shares; 2025Q1: 30,069 shares; 2025Q2: 31,727 shares; 2025Q3: 189 shares; 2025Q4: 32,747 shares; 2026Q1: 31,719 shares 31,719 $1.4M 0.19% -1,028 Timeline FBCG 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: 496 shares; 2025Q4: 9,458 shares; 2026Q1: 23,532 shares 23,532 $1.4M 0.19% +14,074 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 5,651 shares; 2025Q2: 6,286 shares; 2025Q3: 851 shares; 2025Q4: 5,428 shares; 2026Q1: 6,257 shares 6,257 $1.35M 0.18% +829 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: 2,266 shares; 2024Q4: 2,333 shares; 2025Q1: 2,855 shares; 2025Q2: 3,001 shares; 2025Q3: 40 shares; 2025Q4: 3,003 shares; 2026Q1: 3,353 shares 3,353 $1.29M 0.17% +350 Timeline AOA 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: 14,061 shares; 2024Q4: 14,089 shares; 2025Q1: 14,963 shares; 2025Q2: 15,853 shares; 2025Q3: 14,487 shares; 2025Q4: 12,134 shares; 2026Q1: 13,272 shares 13,272 $1.26M 0.17% +1,138 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,193 shares; 2025Q1: 2,189 shares; 2025Q2: 2,212 shares; 2025Q3: 2,747 shares; 2025Q4: 2,582 shares; 2026Q1: 2,935 shares 2,935 $1.25M 0.17% +353 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,381 shares; 2025Q1: 1,324 shares; 2025Q2: 980 shares; 2025Q3: 1,288 shares; 2025Q4: 1,166 shares; 2026Q1: 15,385 shares 15,385 $1.23M 0.16% +14,219 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,820 shares 23,820 $1.16M 0.15% new 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: 669 shares; 2024Q4: 1,082 shares; 2025Q1: 1,669 shares; 2025Q2: 1,556 shares; 2025Q3: 1,820 shares; 2025Q4: 1,782 shares; 2026Q1: 1,912 shares 1,912 $1.16M 0.15% +130 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 325 shares; 2025Q2: 258 shares; 2025Q3: 878 shares; 2025Q4: 2,662 shares; 2026Q1: 13,086 shares 13,086 $1.11M 0.15% +10,424 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: 2,317 shares; 2024Q4: 2,233 shares; 2025Q1: 2,806 shares; 2025Q2: 2,648 shares; 2025Q3: 113 shares; 2025Q4: 2,664 shares; 2026Q1: 2,812 shares 2,812 $1.09M 0.15% +148 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 816 shares; 2026Q1: 18,624 shares 18,624 $1.09M 0.15% +17,808 Timeline GRID 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: 5,651 shares 5,651 $1.09M 0.15% new 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: 1,595 shares; 2024Q4: 1,553 shares; 2025Q1: 3,067 shares; 2025Q2: 1,471 shares; 2025Q3: 34 shares; 2025Q4: 1,392 shares; 2026Q1: 1,502 shares 1,502 $1.09M 0.15% +110 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 6,646 shares; 2025Q1: 6,725 shares; 2025Q2: 7,330 shares; 2025Q3: 8,823 shares; 2025Q4: 18,645 shares; 2026Q1: 18,060 shares 18,060 $1.07M 0.14% -585 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: 11,409 shares; 2024Q4: 11,485 shares; 2025Q1: 11,733 shares; 2025Q2: 11,643 shares; 2025Q3: 288 shares; 2025Q4: 11,780 shares; 2026Q1: 12,905 shares 12,905 $1.03M 0.14% +1,125 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: 940 shares; 2024Q4: 1,112 shares; 2025Q1: 1,318 shares; 2025Q2: 973 shares; 2025Q3: 22,864 shares; 2025Q4: 24,187 shares; 2026Q1: 11,849 shares 11,849 $1.02M 0.14% -12,338 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to 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: 29,197 shares 29,197 $933K 0.12% new Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares 7,419 $891K 0.12% new 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: 802 shares; 2024Q4: 786 shares; 2025Q1: 1,029 shares; 2025Q2: 1,158 shares; 2025Q3: 3,769 shares; 2025Q4: 3,451 shares; 2026Q1: 3,664 shares 3,664 $826K 0.11% +213 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,755 shares; 2025Q1: 1,769 shares; 2025Q2: 1,779 shares; 2025Q3: 1,782 shares; 2025Q4: 1,786 shares; 2026Q1: 1,805 shares 1,805 $820K 0.11% +19 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 10,509 shares 10,509 $811K 0.11% +10,359 Timeline XSMO 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: 9,118 shares 9,118 $805K 0.11% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 69 shares; 2026Q1: 8,789 shares 8,789 $792K 0.11% +8,720 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: 5,175 shares; 2024Q4: 4,953 shares; 2025Q1: 8,279 shares; 2025Q2: 5,012 shares; 2025Q3: 603 shares; 2025Q4: 15,298 shares; 2026Q1: 16,446 shares 16,446 $788K 0.11% +1,148 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 357 shares; 2026Q1: 5,485 shares 5,485 $754K 0.1% +5,128 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 5,413 shares; 2025Q2: 5,652 shares; 2025Q3: 7,395 shares; 2025Q4: 7,889 shares; 2026Q1: 15,720 shares 15,720 $728K 0.1% +7,831 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: 3,111 shares; 2024Q4: 2,787 shares; 2025Q1: 3,838 shares; 2025Q2: 2,837 shares; 2025Q3: 119 shares; 2025Q4: 10,381 shares; 2026Q1: 9,269 shares 9,269 $723K 0.1% -1,112 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,233 shares; 2025Q1: 2,166 shares; 2025Q2: 1,875 shares; 2025Q3: 1,730 shares; 2025Q4: 1,734 shares; 2026Q1: 1,811 shares 1,811 $716K 0.1% +77 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: 2,980 shares; 2024Q4: 2,976 shares; 2025Q1: 4,580 shares; 2025Q2: 3,962 shares; 2025Q3: 4,491 shares; 2025Q4: 4,275 shares; 2026Q1: 4,572 shares 4,572 $708K 0.09% +297 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: 14,714 shares; 2024Q4: 9,746 shares; 2025Q1: 9,142 shares; 2025Q2: 6,848 shares; 2025Q3: 6,880 shares; 2025Q4: 5,442 shares; 2026Q1: 5,054 shares 5,054 $698K 0.09% -388 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: 552 shares; 2024Q4: 491 shares; 2025Q1: 1,827 shares; 2025Q2: 720 shares; 2025Q3: 21 shares; 2025Q4: 862 shares; 2026Q1: 1,929 shares 1,929 $688K 0.09% +1,067 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 596 shares; 2025Q2: 501 shares; 2025Q3: 409 shares; 2025Q4: 460 shares; 2026Q1: 4,257 shares 4,257 $671K 0.09% +3,797 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,209 shares; 2024Q4: 182,390 shares; 2025Q1: 193,432 shares; 2025Q2: 213,281 shares; 2025Q3: 71 shares; 2025Q4: 11,106 shares; 2026Q1: 10,465 shares 10,465 $666K 0.09% -641 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: 2,456 shares; 2024Q4: 2,285 shares; 2025Q1: 3,902 shares; 2025Q2: 2,291 shares; 2025Q3: 1,430 shares; 2025Q4: 11,303 shares; 2026Q1: 11,027 shares 11,027 $655K 0.09% -276 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,044 shares; 2025Q1: 1,141 shares; 2025Q2: 1,109 shares; 2025Q3: 1,263 shares; 2025Q4: 1,234 shares; 2026Q1: 1,293 shares 1,293 $647K 0.09% +59 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,463 shares 6,463 $645K 0.09% new Timeline AOR 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: 6,701 shares; 2024Q4: 6,819 shares; 2025Q1: 5,947 shares; 2025Q2: 6,058 shares; 2025Q3: 6,149 shares; 2025Q4: 6,351 shares; 2026Q1: 9,274 shares 9,274 $630K 0.08% +2,923 Timeline HEDJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 42,755 shares; 2026Q1: 10,341 shares 10,341 $565K 0.08% -32,414 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 187 shares; 2026Q1: 4,120 shares 4,120 $561K 0.07% +3,933 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,844 shares; 2026Q1: 6,337 shares 6,337 $561K 0.07% +1,493 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: 814 shares; 2024Q4: 835 shares; 2025Q1: 899 shares; 2025Q2: 838 shares; 2025Q3: 900 shares; 2025Q4: 894 shares; 2026Q1: 1,191 shares 1,191 $554K 0.07% +297 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 572 shares; 2025Q1: 686 shares; 2025Q2: 583 shares; 2025Q3: 1,714 shares; 2025Q4: 2,745 shares; 2026Q1: 5,362 shares 5,362 $530K 0.07% +2,617 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: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 20,386 shares 20,386 $470K 0.06% +20,120 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,138 shares; 2024Q4: 10,600 shares; 2025Q1: 17,488 shares; 2025Q2: 17,479 shares; 2025Q3: 3,077 shares; 2025Q4: 16,891 shares; 2026Q1: 16,831 shares 16,831 $470K 0.06% -60 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 1,081 shares; 2025Q1: 1,177 shares; 2025Q2: 1,473 shares; 2025Q3: 1,568 shares; 2025Q4: 1,261 shares; 2026Q1: 2,003 shares 2,003 $459K 0.06% +742 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: 19,224 shares; 2024Q4: 19,652 shares; 2025Q1: 19,199 shares; 2025Q2: 19,324 shares; 2025Q3: 129 shares; 2025Q4: 16,932 shares; 2026Q1: 16,932 shares 16,932 $451K 0.06% 0 Timeline USXF 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: 764 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 464 shares; 2026Q1: 6,954 shares 6,954 $442K 0.06% +6,490 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: 114 shares; 2024Q4: 107 shares; 2025Q1: 432 shares; 2025Q2: 1,267 shares; 2025Q3: 1,320 shares; 2025Q4: 381 shares; 2026Q1: 438 shares 438 $433K 0.06% +57 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: 566 shares; 2024Q4: 581 shares; 2025Q1: 1,146 shares; 2025Q2: 1,658 shares; 2025Q3: 339 shares; 2025Q4: 2,376 shares; 2026Q1: 2,473 shares 2,473 $419K 0.06% +97 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,265 shares; 2025Q1: 3,392 shares; 2025Q2: 2,311 shares; 2025Q3: 5,268 shares; 2025Q4: 7,845 shares; 2026Q1: 8,931 shares 8,931 $417K 0.06% +1,086 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 378 shares; 2025Q1: 635 shares; 2025Q2: 426 shares; 2025Q3: 162 shares; 2025Q4: 1,790 shares; 2026Q1: 1,791 shares 1,791 $411K 0.05% +1 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: 5,423 shares; 2024Q4: 5,544 shares; 2025Q1: 11,109 shares; 2025Q2: 12,809 shares; 2025Q3: 14,257 shares; 2025Q4: 14,418 shares; 2026Q1: 15,480 shares 15,480 $401K 0.05% +1,062 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,784 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 165 shares; 2025Q4: 7,788 shares; 2026Q1: 7,788 shares 7,788 $388K 0.05% 0 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: 777 shares; 2024Q4: 785 shares; 2025Q1: 1,760 shares; 2025Q2: 2,394 shares; 2025Q3: 296 shares; 2025Q4: 2,421 shares; 2026Q1: 2,658 shares 2,658 $385K 0.05% +237 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: 3,858 shares; 2024Q4: 3,869 shares; 2025Q1: 3,941 shares; 2025Q2: 3,954 shares; 2025Q3: 446 shares; 2025Q4: 3,987 shares; 2026Q1: 4,045 shares 4,045 $382K 0.05% +58 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,478 shares; 2025Q4: 3,593 shares; 2026Q1: 3,594 shares 3,594 $378K 0.05% +1 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: 495 shares; 2024Q4: 504 shares; 2025Q1: 1,026 shares; 2025Q2: 1,027 shares; 2025Q3: 344 shares; 2025Q4: 1,128 shares; 2026Q1: 1,156 shares 1,156 $372K 0.05% +28 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: 1,937 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares; 2026Q1: 3,671 shares 3,671 $370K 0.05% +1,609 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: 37 shares; 2024Q4: 38 shares; 2025Q1: 363 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 7,082 shares 7,082 $370K 0.05% +6,977 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: 2,285 shares; 2024Q4: 2,331 shares; 2025Q1: 3,675 shares; 2025Q2: 2,884 shares; 2025Q3: 26 shares; 2025Q4: 2,339 shares; 2026Q1: 2,758 shares 2,758 $361K 0.05% +419 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: 127 shares; 2024Q4: 132 shares; 2025Q1: 202 shares; 2025Q2: 229 shares; 2025Q3: 56 shares; 2025Q4: 458 shares; 2026Q1: 3,545 shares 3,545 $348K 0.05% +3,087 Timeline ANGL 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: 20,967 shares; 2024Q4: 18,433 shares; 2025Q1: 16,657 shares; 2025Q2: 14,729 shares; 2025Q3: 58 shares; 2025Q4: 13,396 shares; 2026Q1: 11,772 shares 11,772 $343K 0.05% -1,624 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: 288 shares; 2024Q4: 289 shares; 2025Q1: 363 shares; 2025Q2: 332 shares; 2025Q3: 395 shares; 2025Q4: 435 shares; 2026Q1: 534 shares 534 $342K 0.05% +99 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: 1,542 shares; 2024Q4: 1,572 shares; 2025Q1: 2,004 shares; 2025Q2: 1,694 shares; 2025Q3: 1,250 shares; 2025Q4: 1,637 shares; 2026Q1: 1,653 shares 1,653 $341K 0.05% +16 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 909 shares; 2025Q3: 58 shares; 2025Q4: 4,957 shares; 2026Q1: 4,867 shares 4,867 $339K 0.05% -90 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: 1,418 shares; 2024Q4: 2,121 shares; 2025Q1: 2,922 shares; 2025Q2: 2,902 shares; 2025Q3: 3,322 shares; 2025Q4: 2,685 shares; 2026Q1: 2,980 shares 2,980 $337K 0.04% +295 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,898 shares; 2025Q1: 4,427 shares; 2025Q2: 4,081 shares; 2025Q3: 3,675 shares; 2025Q4: 3,866 shares; 2026Q1: 6,645 shares 6,645 $326K 0.04% +2,779 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: 1,400 shares; 2024Q4: 1,317 shares; 2025Q1: 1,814 shares; 2025Q2: 1,345 shares; 2025Q3: 568 shares; 2025Q4: 4,579 shares; 2026Q1: 4,751 shares 4,751 $324K 0.04% +172 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: 206 shares; 2024Q4: 212 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 310 shares; 2025Q4: 285 shares; 2026Q1: 343 shares 343 $310K 0.04% +58 Timeline EAGG 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: 176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,448 shares 6,448 $305K 0.04% new 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: 118 shares; 2024Q4: 82 shares; 2025Q1: 440 shares; 2025Q2: 382 shares; 2025Q3: 40 shares; 2025Q4: 719 shares; 2026Q1: 767 shares 767 $303K 0.04% +48 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 295 shares; 2025Q1: 314 shares; 2025Q2: 421 shares; 2025Q3: 38 shares; 2025Q4: 766 shares; 2026Q1: 851 shares 851 $302K 0.04% +85 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 8,015 shares; 2026Q1: 4,251 shares 4,251 $302K 0.04% -3,764 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: 546 shares; 2024Q4: 374 shares; 2025Q1: 711 shares; 2025Q2: 1,187 shares; 2025Q3: 1,273 shares; 2025Q4: 1,275 shares; 2026Q1: 2,695 shares 2,695 $291K 0.04% +1,420 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 204 shares; 2025Q1: 287 shares; 2025Q2: 208 shares; 2025Q3: 15,810 shares; 2025Q4: 1,984 shares; 2026Q1: 5,667 shares 5,667 $284K 0.04% +3,683 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 8 shares; 2025Q1: 42 shares; 2025Q2: 964 shares; 2025Q3: 1,225 shares; 2025Q4: 1,000 shares; 2026Q1: 1,031 shares 1,031 $284K 0.04% +31 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: 6,207 shares; 2024Q4: 6,266 shares; 2025Q1: 6,727 shares; 2025Q2: 5,148 shares; 2025Q3: 5,477 shares; 2025Q4: 5,453 shares; 2026Q1: 5,600 shares 5,600 $282K 0.04% +147 Timeline FXZ 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: 134,255 shares; 2024Q4: 154,661 shares; 2025Q1: 171,765 shares; 2025Q2: 193,649 shares; 2025Q3: 11,581 shares; 2025Q4: 4,205 shares; 2026Q1: 3,484 shares 3,484 $281K 0.04% -721 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: 1,046 shares; 2024Q4: 1,051 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,312 shares; 2025Q4: 826 shares; 2026Q1: 876 shares 876 $276K 0.04% +50 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,177 shares; 2025Q4: 4,467 shares; 2026Q1: 1,264 shares 1,264 $272K 0.04% -3,203 Timeline IWO 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: 700 shares; 2024Q4: 703 shares; 2025Q1: 728 shares; 2025Q2: 653 shares; 2025Q3: 730 shares; 2025Q4: 795 shares; 2026Q1: 730 shares 730 $268K 0.04% -65 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,637 shares; 2026Q1: 8,651 shares 8,651 $266K 0.04% +2,014 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 1,072 shares; 2025Q1: 1,152 shares; 2025Q2: 922 shares; 2025Q3: 526,662 shares; 2025Q4: 1,284 shares; 2026Q1: 1,666 shares 1,666 $260K 0.03% +382 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: 2,379 shares; 2024Q4: 2,309 shares; 2025Q1: 4,325 shares; 2025Q2: 3,125 shares; 2025Q3: 74 shares; 2025Q4: 4,379 shares; 2026Q1: 5,466 shares 5,466 $259K 0.03% +1,087 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: 67 shares; 2024Q4: 65 shares; 2025Q1: 151 shares; 2025Q2: 78 shares; 2025Q3: 147 shares; 2025Q4: 158 shares; 2026Q1: 179 shares 179 $258K 0.03% +21 Timeline IXUS 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: 275 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 2,745 shares 2,745 $257K 0.03% +2,088 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: 1,447 shares; 2024Q4: 19 shares; 2025Q1: 2,070 shares; 2025Q2: 19 shares; 2025Q3: 885 shares; 2025Q4: 19,155 shares; 2026Q1: 3,509 shares 3,509 $257K 0.03% -15,646 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 17 shares; 2025Q3: 25 shares; 2025Q4: 104 shares; 2026Q1: 2,801 shares 2,801 $257K 0.03% +2,697 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: 61 shares; 2024Q4: 63 shares; 2025Q1: 260 shares; 2025Q2: 196 shares; 2025Q3: 244 shares; 2025Q4: 204 shares; 2026Q1: 235 shares 235 $256K 0.03% +31 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 1,863 shares; 2025Q1: 1,897 shares; 2025Q2: 1,858 shares; 2025Q3: 1,674 shares; 2025Q4: 1,768 shares; 2026Q1: 1,323 shares 1,323 $256K 0.03% -445 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 314 shares; 2025Q2: 175 shares; 2025Q3: 200 shares; 2025Q4: 2,307 shares; 2026Q1: 2,913 shares 2,913 $256K 0.03% +606 Timeline EVUS 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: 101 shares; 2026Q1: 7,295 shares 7,295 $251K 0.03% +7,194 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: 308 shares; 2024Q4: 296 shares; 2025Q1: 499 shares; 2025Q2: 405 shares; 2025Q3: 1,218 shares; 2025Q4: 637 shares; 2026Q1: 682 shares 682 $248K 0.03% +45 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 495 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 551 shares; 2025Q4: 541 shares; 2026Q1: 522 shares 522 $248K 0.03% -19 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,449 shares 5,449 $246K 0.03% new 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: 729 shares; 2024Q4: 517 shares; 2025Q1: 961 shares; 2025Q2: 976 shares; 2025Q3: 3 shares; 2025Q4: 1,438 shares; 2026Q1: 1,472 shares 1,472 $244K 0.03% +34 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: 2,229 shares; 2024Q4: 2,238 shares; 2025Q1: 2,502 shares; 2025Q2: 2,111 shares; 2025Q3: 39 shares; 2025Q4: 2,462 shares; 2026Q1: 2,528 shares 2,528 $242K 0.03% +66 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 161 shares; 2025Q1: 180 shares; 2025Q2: 229 shares; 2025Q3: 59 shares; 2025Q4: 7,728 shares; 2026Q1: 7,724 shares 7,724 $237K 0.03% -4 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: 1,022 shares; 2024Q4: 1,062 shares; 2025Q1: 1,603 shares; 2025Q2: 1,233 shares; 2025Q3: 2,222 shares; 2025Q4: 2,167 shares; 2026Q1: 2,481 shares 2,481 $234K 0.03% +314 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: 2,220 shares; 2024Q4: 2,199 shares; 2025Q1: 2,127 shares; 2025Q2: 2,134 shares; 2025Q3: 33 shares; 2025Q4: 8,781 shares; 2026Q1: 6,999 shares 6,999 $234K 0.03% -1,782 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 25,233 shares; 2025Q1: 25,671 shares; 2025Q2: 25,955 shares; 2025Q3: 91 shares; 2025Q4: 28,364 shares; 2026Q1: 9,796 shares 9,796 $228K 0.03% -18,568 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: 107 shares; 2024Q4: 109 shares; 2025Q1: 247 shares; 2025Q2: 163 shares; 2025Q3: 183 shares; 2025Q4: 189 shares; 2026Q1: 223 shares 223 $226K 0.03% +34 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,210 shares; 2025Q1: 4,233 shares; 2025Q2: 4,244 shares; 2025Q3: 4,258 shares; 2025Q4: 4,270 shares; 2026Q1: 4,336 shares 4,336 $225K 0.03% +66 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: 130 shares; 2024Q4: 140 shares; 2025Q1: 311 shares; 2025Q2: 328 shares; 2025Q3: 469 shares; 2025Q4: 427 shares; 2026Q1: 447 shares 447 $222K 0.03% +20 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 869 shares; 2026Q1: 880 shares 880 $219K 0.03% +11 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: 2,519 shares; 2024Q4: 2,303 shares; 2025Q1: 2,309 shares; 2025Q2: 2,109 shares; 2025Q3: 2,116 shares; 2025Q4: 2,216 shares; 2026Q1: 2,914 shares 2,914 $213K 0.03% +698 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $211K 0.03% new Timeline DMXF 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: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $210K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,084 shares; 2025Q1: 1,625 shares; 2025Q2: 1,340 shares; 2025Q3: 130 shares; 2025Q4: 1,706 shares; 2026Q1: 2,065 shares 2,065 $207K 0.03% +359 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,398 shares; 2025Q1: 10,490 shares; 2025Q2: 11,114 shares; 2025Q3: 11,195 shares; 2025Q4: 11,319 shares; 2026Q1: 11,390 shares 11,390 $204K 0.03% +71 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,936 shares 4,936 $203K 0.03% new 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: 578 shares; 2024Q4: 487 shares; 2025Q1: 585 shares; 2025Q2: 602 shares; 2025Q3: 871 shares; 2025Q4: 930 shares; 2026Q1: 1,051 shares 1,051 $202K 0.03% +121 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: 1,013 shares; 2024Q4: 1,016 shares; 2025Q1: 904 shares; 2025Q2: 908 shares; 2025Q3: 912 shares; 2025Q4: 917 shares; 2026Q1: 964 shares 964 $202K 0.03% +47 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: 260 shares; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 99 shares; 2025Q3: 111 shares; 2025Q4: 2,202 shares; 2026Q1: 7,415 shares 7,415 $199K 0.03% +5,213 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: 1,820 shares; 2024Q4: 1,846 shares; 2025Q1: 2,680 shares; 2025Q2: 2,609 shares; 2025Q3: 2,948 shares; 2025Q4: 2,123 shares; 2026Q1: 2,487 shares 2,487 $195K 0.03% +364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 264 shares; 2026Q1: 2,271 shares 2,271 $191K 0.03% +2,007 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: 1,220 shares; 2024Q4: 1,280 shares; 2025Q1: 2,346 shares; 2025Q2: 2,262 shares; 2025Q3: 12 shares; 2025Q4: 2,476 shares; 2026Q1: 2,619 shares 2,619 $191K 0.03% +143 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,124 shares; 2025Q1: 4,140 shares; 2025Q2: 4,154 shares; 2025Q3: 4,166 shares; 2025Q4: 4,177 shares; 2026Q1: 4,189 shares 4,189 $189K 0.03% +12 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 1,853 shares; 2025Q4: 1,900 shares; 2026Q1: 1,929 shares 1,929 $182K 0.02% +29 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 42,240 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $173K 0.02% 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: 244 shares; 2024Q4: 823 shares; 2025Q1: 2,449 shares; 2025Q2: 2,213 shares; 2025Q3: 2,996 shares; 2025Q4: 3,261 shares; 2026Q1: 3,325 shares 3,325 $171K 0.02% +64 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: 1,140 shares; 2024Q4: 602 shares; 2025Q1: 2,086 shares; 2025Q2: 1,907 shares; 2025Q3: 295,259 shares; 2025Q4: 2,220 shares; 2026Q1: 2,106 shares 2,106 $171K 0.02% -114 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 239 shares; 2025Q1: 391 shares; 2025Q2: 494 shares; 2025Q3: 1,402 shares; 2025Q4: 1,153 shares; 2026Q1: 1,217 shares 1,217 $171K 0.02% +64 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: 1,699 shares; 2024Q4: 1,801 shares; 2025Q1: 2,805 shares; 2025Q2: 2,820 shares; 2025Q3: 3,689 shares; 2025Q4: 2,891 shares; 2026Q1: 3,192 shares 3,192 $170K 0.02% +301 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 326 shares; 2025Q2: 443 shares; 2025Q3: 544 shares; 2025Q4: 500 shares; 2026Q1: 587 shares 587 $168K 0.02% +87 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: 397 shares; 2024Q4: 416 shares; 2025Q1: 729 shares; 2025Q2: 840 shares; 2025Q3: 703 shares; 2025Q4: 730 shares; 2026Q1: 888 shares 888 $164K 0.02% +158 Timeline SCHK 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: 4,665 shares 4,665 $163K 0.02% new Timeline FDEC 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: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,228 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares 3,038 $162K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,264 shares; 2025Q1: 3,658 shares; 2025Q2: 2,325 shares; 2025Q3: 750 shares; 2025Q4: 2,041 shares; 2026Q1: 2,046 shares 2,046 $161K 0.02% +5 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 127 shares; 2025Q2: 70 shares; 2025Q3: 10,506 shares; 2025Q4: 11,435 shares; 2026Q1: 449 shares 449 $160K 0.02% -10,986 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: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 554 shares; 2025Q3: 933 shares; 2025Q4: 691 shares; 2026Q1: 1,509 shares 1,509 $160K 0.02% +818 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: 469 shares; 2024Q4: 476 shares; 2025Q1: 429 shares; 2025Q2: 563 shares; 2025Q3: 572 shares; 2025Q4: 476 shares; 2026Q1: 499 shares 499 $160K 0.02% +23 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares; 2025Q2: 3,478 shares; 2025Q3: 3,445 shares; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares 3,479 $158K 0.02% 0 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: 272 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 307 shares; 2025Q3: 453 shares; 2025Q4: 420 shares; 2026Q1: 549 shares 549 $156K 0.02% +129 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 134 shares; 2025Q1: 198 shares; 2025Q2: 196 shares; 2025Q3: 329 shares; 2025Q4: 312 shares; 2026Q1: 375 shares 375 $154K 0.02% +63 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 187 shares; 2025Q1: 260 shares; 2025Q2: 51 shares; 2025Q3: 2,363 shares; 2025Q4: 1,764 shares; 2026Q1: 1,404 shares 1,404 $153K 0.02% -360 Timeline TFI 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: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 498 shares; 2026Q1: 3,354 shares 3,354 $152K 0.02% +2,856 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: 162 shares; 2024Q4: 160 shares; 2025Q1: 850 shares; 2025Q2: 762 shares; 2025Q3: 1,671 shares; 2025Q4: 677 shares; 2026Q1: 665 shares 665 $152K 0.02% -12 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: 163 shares; 2024Q4: 161 shares; 2025Q1: 289 shares; 2025Q2: 300 shares; 2025Q3: 328 shares; 2025Q4: 334 shares; 2026Q1: 368 shares 368 $151K 0.02% +34 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,376 shares; 2025Q1: 4,426 shares; 2025Q2: 4,726 shares; 2025Q3: 5,181 shares; 2025Q4: 5,431 shares; 2026Q1: 8,202 shares 8,202 $147K 0.02% +2,771 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: 205 shares; 2024Q4: 379 shares; 2025Q1: 872 shares; 2025Q2: 799 shares; 2025Q3: 140 shares; 2025Q4: 740 shares; 2026Q1: 789 shares 789 $145K 0.02% +49 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 91 shares; 2025Q2: 68 shares; 2025Q3: 154 shares; 2025Q4: 129 shares; 2026Q1: 138 shares 138 $144K 0.02% +9 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: 40 shares; 2024Q4: 49 shares; 2025Q1: 72 shares; 2025Q2: 82 shares; 2025Q3: 138 shares; 2025Q4: 120 shares; 2026Q1: 156 shares 156 $143K 0.02% +36 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: 294 shares; 2024Q4: 297 shares; 2025Q1: 299 shares; 2025Q2: 302 shares; 2025Q3: 262 shares; 2025Q4: 1,684 shares; 2026Q1: 1,488 shares 1,488 $142K 0.02% -196 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 217 shares; 2025Q1: 305 shares; 2025Q2: 297 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 352 shares 352 $142K 0.02% +38 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: 666 shares; 2024Q4: 777 shares; 2025Q1: 1,252 shares; 2025Q2: 1,087 shares; 2025Q3: 232 shares; 2025Q4: 1,672 shares; 2026Q1: 1,772 shares 1,772 $142K 0.02% +100 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: 514 shares; 2024Q4: 519 shares; 2025Q1: 961 shares; 2025Q2: 621 shares; 2025Q3: 1,014 shares; 2025Q4: 766 shares; 2026Q1: 896 shares 896 $139K 0.02% +130 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,322 shares; 2025Q1: 2,490 shares; 2025Q2: 2,234 shares; 2025Q3: 1,216 shares; 2025Q4: 2,109 shares; 2026Q1: 2,591 shares 2,591 $135K 0.02% +482 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 42 shares; 2025Q1: 91 shares; 2025Q2: 57 shares; 2025Q3: 7,784 shares; 2025Q4: 152 shares; 2026Q1: 155 shares 155 $135K 0.02% +3 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 180 shares; 2025Q2: 492 shares; 2025Q3: 4,264 shares; 2025Q4: 492 shares; 2026Q1: 1,139 shares 1,139 $133K 0.02% +647 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 166 shares; 2025Q1: 197 shares; 2025Q2: 149 shares; 2025Q3: 100 shares; 2025Q4: 762 shares; 2026Q1: 739 shares 739 $132K 0.02% -23 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,948 shares; 2025Q1: 1,917 shares; 2025Q2: 1,313 shares; 2025Q3: 8,126 shares; 2025Q4: 9,213 shares; 2026Q1: 1,383 shares 1,383 $132K 0.02% -7,830 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 262 shares; 2025Q1: 266 shares; 2025Q2: 276 shares; 2025Q3: 39 shares; 2025Q4: 264 shares; 2026Q1: 690 shares 690 $129K 0.02% +426 Timeline IEUR 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: 167 shares; 2024Q4: 133 shares; 2025Q1: 433 shares; 2025Q2: 243 shares; 2025Q3: 534 shares; 2025Q4: 523 shares; 2026Q1: 1,738 shares 1,738 $129K 0.02% +1,215 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: 288 shares; 2024Q4: 305 shares; 2025Q1: 743 shares; 2025Q2: 695 shares; 2025Q3: 1,033 shares; 2025Q4: 859 shares; 2026Q1: 955 shares 955 $127K 0.02% +96 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: 1,759 shares; 2024Q4: 1,819 shares; 2025Q1: 2,549 shares; 2025Q2: 3,991 shares; 2025Q3: 152 shares; 2025Q4: 4,346 shares; 2026Q1: 4,813 shares 4,813 $127K 0.02% +467 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 534 shares; 2025Q1: 536 shares; 2025Q2: 538 shares; 2025Q3: 298 shares; 2025Q4: 542 shares; 2026Q1: 545 shares 545 $126K 0.02% +3 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: 324 shares; 2024Q4: 343 shares; 2025Q1: 577 shares; 2025Q2: 574 shares; 2025Q3: 769 shares; 2025Q4: 763 shares; 2026Q1: 986 shares 986 $126K 0.02% +223 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: 1,015 shares; 2024Q4: 981 shares; 2025Q1: 6,318 shares; 2025Q2: 2,478 shares; 2025Q3: 2,484 shares; 2025Q4: 3,309 shares; 2026Q1: 4,759 shares 4,759 $126K 0.02% +1,450 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: 999 shares; 2024Q4: 1,014 shares; 2025Q1: 1,274 shares; 2025Q2: 1,051 shares; 2025Q3: 1,596 shares; 2025Q4: 918 shares; 2026Q1: 1,006 shares 1,006 $124K 0.02% +88 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 21 shares; 2025Q1: 42 shares; 2025Q2: 1,745 shares; 2025Q3: 1,749 shares; 2025Q4: 1,742 shares; 2026Q1: 1,768 shares 1,768 $122K 0.02% +26 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: 354 shares; 2024Q4: 420 shares; 2025Q1: 522 shares; 2025Q2: 461 shares; 2025Q3: 441 shares; 2025Q4: 328 shares; 2026Q1: 436 shares 436 $120K 0.02% +108 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: 558 shares; 2024Q4: 506 shares; 2025Q1: 649 shares; 2025Q2: 578 shares; 2025Q3: 317 shares; 2025Q4: 544 shares; 2026Q1: 774 shares 774 $120K 0.02% +230 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: 254 shares; 2024Q4: 252 shares; 2025Q1: 297 shares; 2025Q2: 251 shares; 2025Q3: 36 shares; 2025Q4: 281 shares; 2026Q1: 282 shares 282 $119K 0.02% +1 Timeline DWAS 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: 3,594 shares; 2024Q4: 3,728 shares; 2025Q1: 3,760 shares; 2025Q2: 4,140 shares; 2025Q3: 4,188 shares; 2025Q4: 4,668 shares; 2026Q1: 1,033 shares 1,033 $119K 0.02% -3,635 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: 701 shares; 2024Q4: 476 shares; 2025Q1: 1,130 shares; 2025Q2: 1,061 shares; 2025Q3: 1,244 shares; 2025Q4: 1,060 shares; 2026Q1: 1,022 shares 1,022 $118K 0.02% -38 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 2,040 shares 2,040 $118K 0.02% +2,017 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: 41 shares; 2024Q4: 38 shares; 2025Q1: 67 shares; 2025Q2: 51 shares; 2025Q3: 102 shares; 2025Q4: 98 shares; 2026Q1: 174 shares 174 $117K 0.02% +76 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: 109 shares; 2024Q4: 129 shares; 2025Q1: 368 shares; 2025Q2: 204 shares; 2025Q3: 400 shares; 2025Q4: 472 shares; 2026Q1: 614 shares 614 $116K 0.02% +142 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,229 shares; 2025Q1: 1,477 shares; 2025Q2: 1,238 shares; 2025Q3: 834 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares 1,188 $113K 0.02% 0 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: 1,135 shares; 2024Q4: 267 shares; 2025Q1: 295 shares; 2025Q2: 219 shares; 2025Q3: 7 shares; 2025Q4: 492 shares; 2026Q1: 488 shares 488 $113K 0.02% -4 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: 310 shares; 2024Q4: 315 shares; 2025Q1: 427 shares; 2025Q2: 403 shares; 2025Q3: 289 shares; 2025Q4: 547 shares; 2026Q1: 651 shares 651 $112K 0.02% +104 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: 405 shares; 2024Q4: 374 shares; 2025Q1: 759 shares; 2025Q2: 740 shares; 2025Q3: 745 shares; 2025Q4: 752 shares; 2026Q1: 4,118 shares 4,118 $112K 0.01% +3,366 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 237 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 2,672 shares; 2025Q4: 232 shares; 2026Q1: 1,415 shares 1,415 $112K 0.01% +1,183 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: 71 shares; 2024Q4: 60 shares; 2025Q1: 123 shares; 2025Q2: 178 shares; 2025Q3: 22 shares; 2025Q4: 195 shares; 2026Q1: 239 shares 239 $111K 0.01% +44 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: 136 shares; 2024Q4: 132 shares; 2025Q1: 216 shares; 2025Q2: 190 shares; 2025Q3: 246 shares; 2025Q4: 234 shares; 2026Q1: 313 shares 313 $109K 0.01% +79 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: 112 shares; 2024Q4: 167 shares; 2025Q1: 748 shares; 2025Q2: 867 shares; 2025Q3: 268 shares; 2025Q4: 1,065 shares; 2026Q1: 1,215 shares 1,215 $109K 0.01% +150 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 123 shares; 2025Q4: 108 shares; 2026Q1: 117 shares 117 $108K 0.01% +9 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,179 shares 2,179 $108K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 746 shares; 2025Q1: 1,079 shares; 2025Q2: 955 shares; 2025Q3: 745 shares; 2025Q4: 1,159 shares; 2026Q1: 1,469 shares 1,469 $107K 0.01% +310 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 862 shares; 2025Q1: 899 shares; 2025Q2: 928 shares; 2025Q3: 940 shares; 2025Q4: 943 shares; 2026Q1: 1,040 shares 1,040 $106K 0.01% +97 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: 836 shares; 2024Q4: 970 shares; 2025Q1: 1,414 shares; 2025Q2: 1,511 shares; 2025Q3: 2,470 shares; 2025Q4: 2,134 shares; 2026Q1: 2,351 shares 2,351 $106K 0.01% +217 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: 523 shares; 2024Q4: 511 shares; 2025Q1: 938 shares; 2025Q2: 802 shares; 2025Q3: 294 shares; 2025Q4: 1,065 shares; 2026Q1: 1,055 shares 1,055 $106K 0.01% -10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 129 shares; 2025Q1: 158 shares; 2025Q2: 92 shares; 2025Q3: 2,388 shares; 2025Q4: 116 shares; 2026Q1: 1,353 shares 1,353 $105K 0.01% +1,237 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: 231 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 274 shares; 2025Q3: 401 shares; 2025Q4: 353 shares; 2026Q1: 465 shares 465 $105K 0.01% +112 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 84 shares; 2025Q1: 315 shares; 2025Q2: 305 shares; 2025Q3: 354 shares; 2025Q4: 400 shares; 2026Q1: 756 shares 756 $103K 0.01% +356 Timeline DTD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,362 shares; 2025Q4: 2,620 shares; 2026Q1: 1,129 shares 1,129 $103K 0.01% -1,491 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 19 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 45 shares; 2025Q4: 44 shares; 2026Q1: 60 shares 60 $102K 0.01% +16 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,185 shares 2,185 $99.9K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 23 shares; 2025Q3: 72 shares; 2025Q4: 111 shares; 2026Q1: 130 shares 130 $99.6K 0.01% +19 Timeline VPL 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: 761 shares; 2024Q4: 581 shares; 2025Q1: 2,065 shares; 2025Q2: 1,259 shares; 2025Q3: 1,169 shares; 2025Q4: 1,411 shares; 2026Q1: 901 shares 901 $98.2K 0.01% -510 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: 153 shares; 2024Q4: 157 shares; 2025Q1: 672 shares; 2025Q2: 579 shares; 2025Q3: 698 shares; 2025Q4: 682 shares; 2026Q1: 713 shares 713 $97.6K 0.01% +31 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 773 shares; 2025Q1: 750 shares; 2025Q2: 752 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 879 shares 879 $97.6K 0.01% +224 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: 121 shares; 2024Q4: 54 shares; 2025Q1: 91 shares; 2025Q2: 102 shares; 2025Q3: 5 shares; 2025Q4: 139 shares; 2026Q1: 348 shares 348 $97.5K 0.01% +209 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: 505 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 520 shares; 2025Q3: 2,545 shares; 2025Q4: 2,182 shares; 2026Q1: 1,296 shares 1,296 $95.8K 0.01% -886 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 100 shares; 2025Q4: 121 shares; 2026Q1: 124 shares 124 $95K 0.01% +3 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: 40 shares; 2024Q4: 60 shares; 2025Q1: 687 shares; 2025Q2: 663 shares; 2025Q3: 142 shares; 2025Q4: 618 shares; 2026Q1: 676 shares 676 $94.5K 0.01% +58 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: 966 shares; 2024Q4: 930 shares; 2025Q1: 795 shares; 2025Q2: 812 shares; 2025Q3: 167 shares; 2025Q4: 867 shares; 2026Q1: 978 shares 978 $94.1K 0.01% +111 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 75 shares; 2025Q1: 208 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: 216 shares; 2026Q1: 236 shares 236 $94K 0.01% +20 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: 100 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 113 shares; 2025Q3: 182 shares; 2025Q4: 203 shares; 2026Q1: 208 shares 208 $93.9K 0.01% +5 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988 $93.5K 0.01% new Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,040 shares; 2026Q1: 3,399 shares 3,399 $93.1K 0.01% +359 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 205 shares; 2025Q1: 390 shares; 2025Q2: 453 shares; 2025Q3: 824 shares; 2025Q4: 730 shares; 2026Q1: 682 shares 682 $92.7K 0.01% -48 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 30,449 shares; 2025Q4: 546 shares; 2026Q1: 547 shares 547 $92.6K 0.01% +1 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: 509 shares 509 $92.2K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 13,944 shares; 2026Q1: 1,711 shares 1,711 $92.2K 0.01% -12,233 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 25 shares; 2025Q1: 31 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 70 shares; 2026Q1: 466 shares 466 $92.2K 0.01% +396 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 158 shares; 2025Q3: 978 shares; 2025Q4: 166 shares; 2026Q1: 190 shares 190 $90.7K 0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 736 shares; 2026Q1: 796 shares 796 $90.5K 0.01% +60 Timeline IEI 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: 232 shares; 2024Q4: 95 shares; 2025Q1: 1,248 shares; 2025Q2: 444 shares; 2025Q3: 724 shares; 2025Q4: 778 shares; 2026Q1: 765 shares 765 $90K 0.01% -13 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: 1,612 shares; 2024Q4: 2,183 shares; 2025Q1: 2,890 shares; 2025Q2: 2,539 shares; 2025Q3: 3,322 shares; 2025Q4: 2,505 shares; 2026Q1: 2,788 shares 2,788 $90K 0.01% +283 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,828 shares; 2025Q2: 2,786 shares; 2025Q3: 2,784 shares; 2025Q4: 2,013 shares; 2026Q1: 2,042 shares 2,042 $89.9K 0.01% +29 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 112 shares 112 $89.2K 0.01% +12 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: 791 shares; 2024Q4: 793 shares; 2025Q1: 1,069 shares; 2025Q2: 798 shares; 2025Q3: 2,931 shares; 2025Q4: 3,080 shares; 2026Q1: 3,129 shares 3,129 $89.2K 0.01% +49 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,586 shares; 2025Q1: 2,628 shares; 2025Q2: 2,772 shares; 2025Q3: 1,429 shares; 2025Q4: 3,156 shares; 2026Q1: 688 shares 688 $86.4K 0.01% -2,468 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: 327 shares; 2024Q4: 338 shares; 2025Q1: 665 shares; 2025Q2: 421 shares; 2025Q3: 103 shares; 2025Q4: 458 shares; 2026Q1: 461 shares 461 $86.1K 0.01% +3 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,357 shares; 2025Q4: 1,281 shares; 2026Q1: 1,301 shares 1,301 $85.7K 0.01% +20 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 196 shares; 2025Q1: 292 shares; 2025Q2: 258 shares; 2025Q3: 588 shares; 2025Q4: 249 shares; 2026Q1: 273 shares 273 $85.3K 0.01% +24 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,297 shares 1,297 $83.9K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $83.2K 0.01% 0 Timeline PEY 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: 11,312 shares; 2024Q4: 10,123 shares; 2025Q1: 10,188 shares; 2025Q2: 9,514 shares; 2025Q3: 9,624 shares; 2025Q4: 6,962 shares; 2026Q1: 3,718 shares 3,718 $82.3K 0.01% -3,244 Timeline SCHR 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: 696 shares; 2025Q2: not reported; 2025Q3: 19,324 shares; 2025Q4: 309 shares; 2026Q1: 3,321 shares 3,321 $82.1K 0.01% +3,012 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,844 shares 1,844 $80.9K 0.01% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 828 shares; 2025Q2: 339 shares; 2025Q3: 423 shares; 2025Q4: 406 shares; 2026Q1: 473 shares 473 $80.5K 0.01% +67 Timeline SLYV 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: 63 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 34 shares; 2026Q1: 775 shares 775 $80K 0.01% +741 Timeline JNK 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: 772 shares; 2024Q4: 769 shares; 2025Q1: 845 shares; 2025Q2: 754 shares; 2025Q3: 1,000 shares; 2025Q4: 820 shares; 2026Q1: 830 shares 830 $79.8K 0.01% +10 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: 764 shares; 2024Q4: 715 shares; 2025Q1: 848 shares; 2025Q2: 751 shares; 2025Q3: 975 shares; 2025Q4: 998 shares; 2026Q1: 1,041 shares 1,041 $78.9K 0.01% +43 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,281 shares; 2026Q1: 1,153 shares 1,153 $77.8K 0.01% -128 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 504 shares; 2025Q1: 667 shares; 2025Q2: 493 shares; 2025Q3: 2,086 shares; 2025Q4: 2,095 shares; 2026Q1: 346 shares 346 $77.8K 0.01% -1,749 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $77.7K 0.01% new 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: 205 shares; 2024Q4: 196 shares; 2025Q1: 392 shares; 2025Q2: 295 shares; 2025Q3: 511 shares; 2025Q4: 507 shares; 2026Q1: 586 shares 586 $77.6K 0.01% +79 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 223 shares; 2025Q1: 360 shares; 2025Q2: 288 shares; 2025Q3: 455 shares; 2025Q4: 426 shares; 2026Q1: 373 shares 373 $76.7K 0.01% -53 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: 162 shares; 2024Q4: 165 shares; 2025Q1: 168 shares; 2025Q2: 3,103 shares; 2025Q3: 5,234 shares; 2025Q4: 2,305 shares; 2026Q1: 2,430 shares 2,430 $76.4K 0.01% +125 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: 486 shares; 2024Q4: 495 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 442 shares; 2025Q4: 457 shares; 2026Q1: 701 shares 701 $76.4K 0.01% +244 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: 64 shares; 2024Q4: 17 shares; 2025Q1: 47 shares; 2025Q2: 48 shares; 2025Q3: 21 shares; 2025Q4: 537 shares; 2026Q1: 370 shares 370 $76.3K 0.01% -167 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: 227 shares; 2024Q4: 243 shares; 2025Q1: 463 shares; 2025Q2: 1,934 shares; 2025Q3: 327,803 shares; 2025Q4: 723 shares; 2026Q1: 824 shares 824 $76.1K 0.01% +101 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $75.8K 0.01% new 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: 1,404 shares; 2024Q4: 1,393 shares; 2025Q1: 1,350 shares; 2025Q2: 1,346 shares; 2025Q3: 49 shares; 2025Q4: 1,254 shares; 2026Q1: 1,259 shares 1,259 $75.5K 0.01% +5 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: 328 shares; 2024Q4: 324 shares; 2025Q1: 253 shares; 2025Q2: 193 shares; 2025Q3: 1,054 shares; 2025Q4: 730 shares; 2026Q1: 326 shares 326 $75.4K 0.01% -404 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 1,411 shares 1,411 $75.3K 0.01% +716 Timeline WDIV 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: 322 shares; 2026Q1: 931 shares 931 $75.1K 0.01% +609 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 88 shares 88 $75K 0.01% +22 Timeline SPLB 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: 67 shares; 2025Q4: 36 shares; 2026Q1: 3,370 shares 3,370 $74.8K 0.01% +3,334 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: 661 shares; 2024Q4: 320 shares; 2025Q1: 1,006 shares; 2025Q2: 617 shares; 2025Q3: 677 shares; 2025Q4: 556 shares; 2026Q1: 513 shares 513 $74.5K 0.01% -43 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 791 shares; 2025Q1: 644 shares; 2025Q2: 606 shares; 2025Q3: 104 shares; 2025Q4: 570 shares; 2026Q1: 489 shares 489 $74.3K 0.01% -81 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 546 shares; 2025Q1: 615 shares; 2025Q2: 596 shares; 2025Q3: 551 shares; 2025Q4: 558 shares; 2026Q1: 570 shares 570 $74.2K 0.01% +12 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,960 shares; 2026Q1: 2,961 shares 2,961 $74.2K 0.01% +1 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 633 shares; 2025Q3: 70 shares; 2025Q4: 710 shares; 2026Q1: 779 shares 779 $74K 0.01% +69 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: 299 shares; 2024Q4: 301 shares; 2025Q1: 370 shares; 2025Q2: 311 shares; 2025Q3: 77 shares; 2025Q4: 417 shares; 2026Q1: 420 shares 420 $73.2K 0.01% +3 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: 115 shares; 2024Q4: 79 shares; 2025Q1: 119 shares; 2025Q2: 168 shares; 2025Q3: 2 shares; 2025Q4: 321 shares; 2026Q1: 502 shares 502 $73K 0.01% +181 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 222 shares; 2025Q1: 678 shares; 2025Q2: 556 shares; 2025Q3: 715 shares; 2025Q4: 732 shares; 2026Q1: 938 shares 938 $73K 0.01% +206 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,199 shares; 2025Q1: 1,328 shares; 2025Q2: 1,780 shares; 2025Q3: 1,831 shares; 2025Q4: 1,493 shares; 2026Q1: 1,580 shares 1,580 $72.9K 0.01% +87 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: 345 shares; 2024Q4: 261 shares; 2025Q1: 437 shares; 2025Q2: 1,071 shares; 2025Q3: 1,163 shares; 2025Q4: 1,111 shares; 2026Q1: 1,263 shares 1,263 $72.8K 0.01% +152 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: 70 shares; 2024Q4: 71 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 184 shares; 2025Q4: 175 shares; 2026Q1: 221 shares 221 $72.6K 0.01% +46 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 434 shares 434 $72.6K 0.01% +423 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: 108 shares; 2024Q4: 111 shares; 2025Q1: 167 shares; 2025Q2: 134 shares; 2025Q3: 363 shares; 2025Q4: 211 shares; 2026Q1: 274 shares 274 $72.2K 0.01% +63 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 45 shares; 2025Q4: 44 shares; 2026Q1: 46 shares 46 $71.6K 0.01% +2 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: 222 shares; 2024Q4: 250 shares; 2025Q1: 493 shares; 2025Q2: 265 shares; 2025Q3: 747 shares; 2025Q4: 513 shares; 2026Q1: 676 shares 676 $70.8K 0.01% +163 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 209 shares; 2025Q3: 5,925 shares; 2025Q4: 631 shares; 2026Q1: 685 shares 685 $70.8K 0.01% +54 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: 483 shares; 2024Q4: 470 shares; 2025Q1: 666 shares; 2025Q2: 577 shares; 2025Q3: 63 shares; 2025Q4: 1,207 shares; 2026Q1: 1,523 shares 1,523 $70.8K 0.01% +316 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: 133 shares; 2024Q4: 140 shares; 2025Q1: 1,180 shares; 2025Q2: 212 shares; 2025Q3: 336 shares; 2025Q4: 344 shares; 2026Q1: 436 shares 436 $70.5K 0.01% +92 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: 64 shares; 2024Q4: 292 shares; 2025Q1: 628 shares; 2025Q2: 155 shares; 2025Q3: 202 shares; 2025Q4: 477 shares; 2026Q1: 314 shares 314 $70.5K 0.01% -163 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 43 shares; 2025Q1: 368 shares; 2025Q2: 309 shares; 2025Q3: 117 shares; 2025Q4: 657 shares; 2026Q1: 831 shares 831 $70.2K 0.01% +174 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: 343 shares; 2024Q4: 357 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 596 shares; 2025Q4: 269 shares; 2026Q1: 332 shares 332 $69.8K 0.01% +63 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: 495 shares; 2024Q4: 496 shares; 2025Q1: 509 shares; 2025Q2: 448 shares; 2025Q3: 82 shares; 2025Q4: 556 shares; 2026Q1: 591 shares 591 $69.7K 0.01% +35 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 188 shares; 2025Q2: 125 shares; 2025Q3: 377 shares; 2025Q4: 378 shares; 2026Q1: 393 shares 393 $69K 0.01% +15 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 131 shares; 2025Q1: 189 shares; 2025Q2: 135 shares; 2025Q3: 11 shares; 2025Q4: 275 shares; 2026Q1: 597 shares 597 $68.7K 0.01% +322 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 2,315 shares; 2025Q2: 2,399 shares; 2025Q3: 124 shares; 2025Q4: 2,539 shares; 2026Q1: 2,524 shares 2,524 $68.7K 0.01% -15 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 94 shares; 2025Q4: 243 shares; 2026Q1: 317 shares 317 $67.7K 0.01% +74 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 166 shares; 2025Q4: 278 shares; 2026Q1: 791 shares 791 $67.3K 0.01% +513 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 54 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 66 shares; 2025Q4: 104 shares; 2026Q1: 141 shares 141 $67.2K 0.01% +37 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 43 shares; 2025Q1: 182 shares; 2025Q2: 174 shares; 2025Q3: 218 shares; 2025Q4: 235 shares; 2026Q1: 222 shares 222 $66.9K 0.01% -13 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 1,271 shares 1,271 $66.5K 0.01% +901 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 246 shares; 2025Q4: 250 shares; 2026Q1: 272 shares 272 $66.5K 0.01% +22 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: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 480 shares; 2026Q1: 419 shares 419 $66K 0.01% -61 Timeline FDEV 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: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,799 shares 1,799 $66K 0.01% -191 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 1,101 shares; 2025Q4: 1,107 shares; 2026Q1: 1,049 shares 1,049 $65.9K 0.01% -58 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 120 shares; 2025Q2: 113 shares; 2025Q3: 26 shares; 2025Q4: 610 shares; 2026Q1: 711 shares 711 $65.4K 0.01% +101 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: 344 shares; 2024Q4: 356 shares; 2025Q1: 776 shares; 2025Q2: 398 shares; 2025Q3: 7 shares; 2025Q4: 982 shares; 2026Q1: 1,175 shares 1,175 $65.3K 0.01% +193 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 1,791 shares; 2026Q1: 1,791 shares 1,791 $65.2K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 329 shares; 2025Q1: 396 shares; 2025Q2: 730 shares; 2025Q3: 1,282 shares; 2025Q4: 1,286 shares; 2026Q1: 1,469 shares 1,469 $65.1K 0.01% +183 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 1,158 shares; 2025Q4: 799 shares; 2026Q1: 802 shares 802 $64.7K 0.01% +3 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: 553 shares; 2024Q4: 642 shares; 2025Q1: 1,909 shares; 2025Q2: 1,757 shares; 2025Q3: 1,866 shares; 2025Q4: 1,975 shares; 2026Q1: 1,994 shares 1,994 $64.4K 0.01% +19 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: 3 shares; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 199 shares; 2025Q3: 4,521 shares; 2025Q4: 4,461 shares; 2026Q1: 874 shares 874 $64.1K 0.01% -3,587 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: 49 shares; 2024Q4: 177 shares; 2025Q1: 187 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,303 shares; 2026Q1: 1,373 shares 1,373 $63.8K 0.01% +70 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 260 shares; 2025Q1: 801 shares; 2025Q2: 803 shares; 2025Q3: 252 shares; 2025Q4: 807 shares; 2026Q1: 809 shares 809 $63.8K 0.01% +2 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: 223 shares; 2024Q4: 257 shares; 2025Q1: 227 shares; 2025Q2: 528 shares; 2025Q3: 95 shares; 2025Q4: 524 shares; 2026Q1: 889 shares 889 $62.9K 0.01% +365 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: 1,051 shares; 2024Q4: 1,063 shares; 2025Q1: 1,084 shares; 2025Q2: 90 shares; 2025Q3: 164 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $62.9K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 142 shares; 2025Q2: 144 shares; 2025Q3: 166 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $62.8K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 699 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares; 2026Q1: 1,287 shares 1,287 $62.7K 0.01% -118 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: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 785 shares 785 $62.7K 0.01% +49 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 195 shares 195 $62.6K 0.01% +77 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 62 shares; 2025Q1: 113 shares; 2025Q2: 67 shares; 2025Q3: 50 shares; 2025Q4: 248 shares; 2026Q1: 274 shares 274 $62.2K 0.01% +26 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: 1,353 shares; 2024Q4: 1,370 shares; 2025Q1: 1,321 shares; 2025Q2: 1,317 shares; 2025Q3: 1,605,768 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $61.9K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 138 shares; 2025Q1: 310 shares; 2025Q2: 295 shares; 2025Q3: 304 shares; 2025Q4: 277 shares; 2026Q1: 370 shares 370 $61.7K 0.01% +93 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 211 shares; 2026Q1: 418 shares 418 $61.5K 0.01% +207 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 208 shares; 2025Q1: 363 shares; 2025Q2: 286 shares; 2025Q3: 499 shares; 2025Q4: 384 shares; 2026Q1: 423 shares 423 $61.3K 0.01% +39 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 91 shares; 2025Q1: 117 shares; 2025Q2: 135 shares; 2025Q3: 151 shares; 2025Q4: 152 shares; 2026Q1: 169 shares 169 $61.1K 0.01% +17 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,524 shares; 2025Q1: 2,489 shares; 2025Q2: 2,556 shares; 2025Q3: 2,588 shares; 2025Q4: 2,639 shares; 2026Q1: 2,715 shares 2,715 $61K 0.01% +76 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: 13 shares; 2024Q4: 12 shares; 2025Q1: 96 shares; 2025Q2: 157 shares; 2025Q3: 19 shares; 2025Q4: 185 shares; 2026Q1: 203 shares 203 $61K 0.01% +18 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 40 shares; 2025Q1: 66 shares; 2025Q2: 86 shares; 2025Q3: 264 shares; 2025Q4: 99 shares; 2026Q1: 132 shares 132 $61K 0.01% +33 Timeline FIVA 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: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,650 shares 1,650 $60.7K 0.01% +124 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: 242 shares; 2024Q4: 201 shares; 2025Q1: 416 shares; 2025Q2: 412 shares; 2025Q3: 489 shares; 2025Q4: 536 shares; 2026Q1: 513 shares 513 $60.5K 0.01% -23 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 116 shares; 2025Q1: 262 shares; 2025Q2: 117 shares; 2025Q3: 504 shares; 2025Q4: 121 shares; 2026Q1: 1,187 shares 1,187 $59.8K 0.01% +1,066 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 45 shares; 2025Q1: 100 shares; 2025Q2: 106 shares; 2025Q3: 169 shares; 2025Q4: 175 shares; 2026Q1: 206 shares 206 $58.9K 0.01% +31 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares 4,566 $57.7K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 249 shares; 2025Q2: 208 shares; 2025Q3: 1,198 shares; 2025Q4: 271 shares; 2026Q1: 290 shares 290 $57.2K 0.01% +19 Timeline FDMO 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 626 shares 626 $57.1K 0.01% +1 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 1 shares; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 79 shares 79 $56.9K 0.01% -5 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 61 shares; 2025Q1: 419 shares; 2025Q2: 429 shares; 2025Q3: 481 shares; 2025Q4: 482 shares; 2026Q1: 510 shares 510 $56.8K 0.01% +28 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: 476 shares; 2024Q4: 477 shares; 2025Q1: 509 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 512 shares; 2026Q1: 513 shares 513 $56.6K 0.01% +1 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,525 shares; 2025Q1: 1,413 shares; 2025Q2: 4,369 shares; 2025Q3: 3,094 shares; 2025Q4: 3,011 shares; 2026Q1: 3,034 shares 3,034 $56.4K 0.01% +23 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 883 shares 883 $55.9K 0.01% +63 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 74 shares; 2025Q2: 46 shares; 2025Q3: 128 shares; 2025Q4: 197 shares; 2026Q1: 219 shares 219 $55.2K 0.01% +22 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 43 shares; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 81 shares; 2026Q1: 156 shares 156 $55.2K 0.01% +75 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 92 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 469 shares; 2025Q4: 231 shares; 2026Q1: 281 shares 281 $55.2K 0.01% +50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 50 shares; 2025Q1: 104 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 106 shares; 2026Q1: 98 shares 98 $55.2K 0.01% -8 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 74 shares; 2025Q1: 145 shares; 2025Q2: 121 shares; 2025Q3: 16 shares; 2025Q4: 328 shares; 2026Q1: 347 shares 347 $55.1K 0.01% +19 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: 572 shares; 2024Q4: 519 shares; 2025Q1: 884 shares; 2025Q2: 845 shares; 2025Q3: 865 shares; 2025Q4: 779 shares; 2026Q1: 895 shares 895 $54.9K 0.01% +116 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 117 shares; 2025Q1: 144 shares; 2025Q2: 156 shares; 2025Q3: 2 shares; 2025Q4: 277 shares; 2026Q1: 429 shares 429 $54.7K 0.01% +152 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: 88 shares; 2024Q4: 87 shares; 2025Q1: 127 shares; 2025Q2: 128 shares; 2025Q3: 7 shares; 2025Q4: 151 shares; 2026Q1: 186 shares 186 $54.6K 0.01% +35 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,476 shares; 2025Q1: 1,029 shares; 2025Q2: 1,041 shares; 2025Q3: 1,047 shares; 2025Q4: 1,056 shares; 2026Q1: 1,070 shares 1,070 $54.6K 0.01% +14 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 35 shares; 2025Q1: 47 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 49 shares 49 $54.6K 0.01% +4 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: 536 shares; 2024Q4: 501 shares; 2025Q1: 672 shares; 2025Q2: 580 shares; 2025Q3: 135 shares; 2025Q4: 302 shares; 2026Q1: 293 shares 293 $54.5K 0.01% -9 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 25 shares; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 108 shares; 2025Q4: 112 shares; 2026Q1: 114 shares 114 $54.5K 0.01% +2 Timeline USFR 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: 1,130 shares; 2024Q4: 1,143 shares; 2025Q1: 1,001 shares; 2025Q2: 1,015 shares; 2025Q3: 71 shares; 2025Q4: 1,032 shares; 2026Q1: 1,073 shares 1,073 $54K 0.01% +41 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 42 shares; 2025Q2: 32 shares; 2025Q3: 45 shares; 2025Q4: 39 shares; 2026Q1: 51 shares 51 $53.9K 0.01% +12 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares 636 $53.7K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 111 shares; 2025Q2: 62 shares; 2025Q3: 558 shares; 2025Q4: 512 shares; 2026Q1: 511 shares 511 $53.7K 0.01% -1 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: 110 shares; 2024Q4: 119 shares; 2025Q1: 405 shares; 2025Q2: 160 shares; 2025Q3: 144 shares; 2025Q4: 138 shares; 2026Q1: 256 shares 256 $53.5K 0.01% +118 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: 13 shares; 2024Q4: 16 shares; 2025Q1: 49 shares; 2025Q2: 116 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 282 shares 282 $53.3K 0.01% +45 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: 13 shares; 2026Q1: 361 shares 361 $52.7K 0.01% +348 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,105 shares; 2025Q2: 1,705 shares; 2025Q3: 1,459 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309 $52.2K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 260 shares; 2025Q1: 282 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 498 shares; 2026Q1: 595 shares 595 $52K 0.01% +97 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $51.9K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,365 shares; 2025Q1: 1,353 shares; 2025Q2: 993 shares; 2025Q3: 2,085 shares; 2025Q4: 648 shares; 2026Q1: 592 shares 592 $51.6K 0.01% -56 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: 117 shares; 2024Q4: 121 shares; 2025Q1: 115 shares; 2025Q2: 176 shares; 2025Q3: 159 shares; 2025Q4: 247 shares; 2026Q1: 287 shares 287 $51.2K 0.01% +40 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 18 shares; 2025Q2: 68 shares; 2025Q3: 93 shares; 2025Q4: 70 shares; 2026Q1: 143 shares 143 $51K 0.01% +73 Timeline AOK 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: 1,207 shares; 2024Q4: 1,256 shares; 2025Q1: 1,130 shares; 2025Q2: 1,175 shares; 2025Q3: 1,221 shares; 2025Q4: 1,105 shares; 2026Q1: 1,238 shares 1,238 $50.7K 0.01% +133 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 973 shares 973 $50.5K 0.01% new 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: 81 shares; 2024Q4: 187 shares; 2025Q1: 494 shares; 2025Q2: 353 shares; 2025Q3: 87 shares; 2025Q4: 969 shares; 2026Q1: 1,143 shares 1,143 $50.4K 0.01% +174 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 11 shares; 2025Q1: 33 shares; 2025Q2: 52 shares; 2025Q3: 638 shares; 2025Q4: 57 shares; 2026Q1: 142 shares 142 $50.4K 0.01% +85 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 865 shares; 2025Q1: 854 shares; 2025Q2: 869 shares; 2025Q3: 872 shares; 2025Q4: 911 shares; 2026Q1: 1,097 shares 1,097 $50.3K 0.01% +186 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 157 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 16 shares; 2025Q4: 172 shares; 2026Q1: 191 shares 191 $50.3K 0.01% +19 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 94 shares; 2025Q3: 450 shares; 2025Q4: 457 shares; 2026Q1: 550 shares 550 $49.7K 0.01% +93 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 1,084 shares; 2025Q4: 8,465 shares; 2026Q1: 1,086 shares 1,086 $49.4K 0.01% -7,379 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,049 shares 1,049 $49.4K 0.01% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 125 shares; 2025Q1: 875 shares; 2025Q2: 878 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares 778 $49.4K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 160 shares; 2025Q2: 139 shares; 2025Q3: 218 shares; 2025Q4: 190 shares; 2026Q1: 179 shares 179 $49.4K 0.01% -11 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: 120 shares; 2024Q4: 78 shares; 2025Q1: 117 shares; 2025Q2: 198 shares; 2025Q3: 154 shares; 2025Q4: 428 shares; 2026Q1: 465 shares 465 $49.3K 0.01% +37 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 125 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 124 shares; 2026Q1: 116 shares 116 $49.2K 0.01% -8 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 35 shares 35 $49.2K 0.01% +18 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: 156 shares; 2024Q4: 103 shares; 2025Q1: 192 shares; 2025Q2: 463 shares; 2025Q3: 7 shares; 2025Q4: 533 shares; 2026Q1: 876 shares 876 $49K 0.01% +343 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 43 shares; 2025Q1: 164 shares; 2025Q2: 181 shares; 2025Q3: 183 shares; 2025Q4: 191 shares; 2026Q1: 242 shares 242 $48.7K 0.01% +51 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 77 shares; 2025Q1: 173 shares; 2025Q2: 124 shares; 2025Q3: 239 shares; 2025Q4: 258 shares; 2026Q1: 330 shares 330 $48.2K 0.01% +72 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $48.1K 0.01% 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: 129 shares; 2024Q4: 128 shares; 2025Q1: 193 shares; 2025Q2: 126 shares; 2025Q3: 8 shares; 2025Q4: 176 shares; 2026Q1: 216 shares 216 $47.8K 0.01% +40 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: 320 shares; 2024Q4: 309 shares; 2025Q1: 842 shares; 2025Q2: 708 shares; 2025Q3: 56 shares; 2025Q4: 1,251 shares; 2026Q1: 1,053 shares 1,053 $47.2K 0.01% -198 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 28 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 93 shares; 2025Q4: 100 shares; 2026Q1: 132 shares 132 $46.7K 0.01% +32 Timeline RINF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,032 shares; 2025Q1: 1,375 shares; 2025Q2: 1,386 shares; 2025Q3: 250 shares; 2025Q4: 1,418 shares; 2026Q1: 1,428 shares 1,428 $46.5K 0.01% +10 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: 25 shares; 2024Q4: 21 shares; 2025Q1: 92 shares; 2025Q2: 110 shares; 2025Q3: 251 shares; 2025Q4: 216 shares; 2026Q1: 261 shares 261 $46.3K 0.01% +45 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: 1,513 shares; 2024Q4: 1,381 shares; 2025Q1: 1,340 shares; 2025Q2: 1,366 shares; 2025Q3: 272 shares; 2025Q4: 1,113 shares; 2026Q1: 1,134 shares 1,134 $45.9K 0.01% +21 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 49 shares; 2025Q2: 50 shares; 2025Q3: 344 shares; 2025Q4: 97 shares; 2026Q1: 109 shares 109 $45.7K 0.01% +12 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: 570 shares; 2024Q4: 533 shares; 2025Q1: 411 shares; 2025Q2: 91 shares; 2025Q3: 343 shares; 2025Q4: 342 shares; 2026Q1: 334 shares 334 $45.7K 0.01% -8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 240 shares; 2025Q1: 330 shares; 2025Q2: 334 shares; 2025Q3: 146 shares; 2025Q4: 402 shares; 2026Q1: 389 shares 389 $45.6K 0.01% -13 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 519 shares; 2025Q4: 124 shares; 2026Q1: 133 shares 133 $45.6K 0.01% +9 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: 655 shares; 2024Q4: 787 shares; 2025Q1: 1,131 shares; 2025Q2: 975 shares; 2025Q3: 1,015 shares; 2025Q4: 617 shares; 2026Q1: 801 shares 801 $45.6K 0.01% +184 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 45 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 177 shares; 2025Q4: 137 shares; 2026Q1: 148 shares 148 $45.1K 0.01% +11 Timeline SPHB 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: 228 shares; 2026Q1: 328 shares 328 $45K 0.01% +100 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: 10 shares; 2024Q4: 16 shares; 2025Q1: 99 shares; 2025Q2: 84 shares; 2025Q3: 28 shares; 2025Q4: 296 shares; 2026Q1: 481 shares 481 $44.6K 0.01% +185 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,043 shares 1,043 $44.5K 0.01% -39 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 24 shares; 2025Q3: 10 shares; 2025Q4: 282 shares; 2026Q1: 315 shares 315 $44.5K 0.01% +33 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 65 shares; 2025Q2: 30 shares; 2025Q3: 212 shares; 2025Q4: 128 shares; 2026Q1: 118 shares 118 $44.4K 0.01% -10 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 45 shares; 2025Q3: 92 shares; 2025Q4: 343 shares; 2026Q1: 345 shares 345 $44.1K 0.01% +2 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 30 shares; 2025Q1: 46 shares; 2025Q2: 67 shares; 2025Q3: 427 shares; 2025Q4: 81 shares; 2026Q1: 130 shares 130 $44K 0.01% +49 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 11 shares; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 783 shares 783 $43.7K 0.01% new 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: 376 shares; 2025Q4: 1,526 shares; 2026Q1: 1,650 shares 1,650 $43.4K 0.01% +124 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: 74 shares; 2024Q4: 93 shares; 2025Q1: 194 shares; 2025Q2: 184 shares; 2025Q3: 24 shares; 2025Q4: 276 shares; 2026Q1: 251 shares 251 $43.3K 0.01% -25 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 8 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares 3,445 $43.3K 0.01% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 1,620 shares 1,620 $43.2K 0.01% -499 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 869 shares 869 $43K 0.01% new Timeline FMDE 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: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 1,102 shares 1,102 $42.7K 0.01% +454 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 3,589 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares 3,729 $42.7K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 30 shares; 2025Q1: 308 shares; 2025Q2: 314 shares; 2025Q3: 472 shares; 2025Q4: 753 shares; 2026Q1: 745 shares 745 $42.7K 0.01% -8 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $42.5K 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: 141 shares; 2024Q4: 122 shares; 2025Q1: 378 shares; 2025Q2: 163 shares; 2025Q3: 498 shares; 2025Q4: 489 shares; 2026Q1: 507 shares 507 $42.3K 0.01% +18 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 31 shares; 2025Q1: 67 shares; 2025Q2: 49 shares; 2025Q3: 392 shares; 2025Q4: 77 shares; 2026Q1: 74 shares 74 $42.1K 0.01% -3 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 91 shares; 2025Q1: 147 shares; 2025Q2: 119 shares; 2025Q3: 272 shares; 2025Q4: 203 shares; 2026Q1: 271 shares 271 $42K 0.01% +68 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 19 shares; 2025Q1: 129 shares; 2025Q2: 126 shares; 2025Q3: 73 shares; 2025Q4: 123 shares; 2026Q1: 162 shares 162 $41.9K 0.01% +39 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: 13 shares; 2024Q4: 15 shares; 2025Q1: 302 shares; 2025Q2: 363 shares; 2025Q3: 364 shares; 2025Q4: 366 shares; 2026Q1: 486 shares 486 $41.9K 0.01% +120 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 5,000 shares; 2026Q1: 2,500 shares 2,500 $41.8K 0.01% -2,500 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: 124 shares; 2024Q4: 129 shares; 2025Q1: 248 shares; 2025Q2: 199 shares; 2025Q3: 214 shares; 2025Q4: 221 shares; 2026Q1: 292 shares 292 $41.6K 0.01% +71 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to 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: 120 shares; 2026Q1: 214 shares 214 $41.4K 0.01% +94 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 269 shares; 2025Q1: 509 shares; 2025Q2: 564 shares; 2025Q3: 1,597 shares; 2025Q4: 1,701 shares; 2026Q1: 1,935 shares 1,935 $41.4K 0.01% +234 Timeline BOND 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: 750 shares; 2024Q4: 688 shares; 2025Q1: 612 shares; 2025Q2: 551 shares; 2025Q3: 325 shares; 2025Q4: 318 shares; 2026Q1: 447 shares 447 $41K 0.01% +129 Timeline TILT 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $40.7K 0.01% +1 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 872 shares; 2025Q1: 1,090 shares; 2025Q2: 1,689 shares; 2025Q3: 2,431 shares; 2025Q4: 2,804 shares; 2026Q1: 3,404 shares 3,404 $40.4K 0.01% +600 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 64 shares; 2025Q1: 107 shares; 2025Q2: 79 shares; 2025Q3: 81 shares; 2025Q4: 83 shares; 2026Q1: 113 shares 113 $40.2K 0.01% +30 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 43 shares; 2025Q1: 184 shares; 2025Q2: 73 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 425 shares 425 $40K 0.01% +41 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 985 shares; 2025Q1: 764 shares; 2025Q2: 771 shares; 2025Q3: 775 shares; 2025Q4: 780 shares; 2026Q1: 787 shares 787 $40K 0.01% +7 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 866 shares; 2025Q3: 49 shares; 2025Q4: 1,592 shares; 2026Q1: 1,887 shares 1,887 $40K 0.01% +295 Timeline GNR 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: 504 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 526 shares; 2025Q3: 79 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $40K 0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 598 shares; 2025Q1: 616 shares; 2025Q2: 628 shares; 2025Q3: 14 shares; 2025Q4: 1,247 shares; 2026Q1: 1,388 shares 1,388 $39.6K 0.01% +141 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 100 shares; 2025Q4: 416 shares; 2026Q1: 481 shares 481 $39.3K 0.01% +65 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 158 shares; 2025Q1: 168 shares; 2025Q2: 133 shares; 2025Q3: 3 shares; 2025Q4: 176 shares; 2026Q1: 344 shares 344 $39.3K 0.01% +168 Timeline TOPT 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: 1,206 shares 1,206 $39.2K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 143 shares; 2025Q2: 161 shares; 2025Q3: 550 shares; 2025Q4: 162 shares; 2026Q1: 255 shares 255 $39.1K 0.01% +93 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 159 shares; 2025Q1: 313 shares; 2025Q2: 230 shares; 2025Q3: 8,000 shares; 2025Q4: 259 shares; 2026Q1: 268 shares 268 $39.1K 0.01% +9 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: 65 shares; 2024Q4: 49 shares; 2025Q1: 112 shares; 2025Q2: 100 shares; 2025Q3: 133 shares; 2025Q4: 146 shares; 2026Q1: 152 shares 152 $38.9K 0.01% +6 Timeline SMMD 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: 1,210 shares; 2025Q1: 1,230 shares; 2025Q2: 1,210 shares; 2025Q3: 1,397 shares; 2025Q4: 710 shares; 2026Q1: 451 shares 451 $38.7K 0.01% -259 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 1,300 shares; 2026Q1: 2,167 shares 2,167 $38.7K 0.01% +867 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 53 shares; 2025Q1: 127 shares; 2025Q2: 182 shares; 2025Q3: 66 shares; 2025Q4: 272 shares; 2026Q1: 355 shares 355 $38.6K 0.01% +83 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 6 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 91 shares 91 $38.1K 0.01% -3 Timeline QLC 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: 292 shares; 2024Q4: 293 shares; 2025Q1: 490 shares; 2025Q2: 491 shares; 2025Q3: 492 shares; 2025Q4: 441 shares; 2026Q1: 442 shares 442 $38K 0.01% +1 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 478 shares 478 $37.9K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 170 shares; 2025Q1: 181 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 591 shares; 2026Q1: 635 shares 635 $37.7K 0.01% +44 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 29 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 73 shares; 2025Q4: 51 shares; 2026Q1: 63 shares 63 $37.6K 0.01% +12 Timeline PID 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: 20,538 shares; 2025Q4: 20,538 shares; 2026Q1: 1,633 shares 1,633 $37.4K <0.01% -18,905 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 324 shares; 2025Q2: 344 shares; 2025Q3: 10 shares; 2025Q4: 354 shares; 2026Q1: 399 shares 399 $37.4K <0.01% +45 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: 2 shares; 2025Q2: 5 shares; 2025Q3: 55 shares; 2025Q4: 106 shares; 2026Q1: 107 shares 107 $37.2K <0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 64 shares; 2025Q1: 79 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 70 shares; 2026Q1: 85 shares 85 $37.2K <0.01% +15 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 233 shares; 2025Q1: 269 shares; 2025Q2: 491 shares; 2025Q3: 10 shares; 2025Q4: 518 shares; 2026Q1: 591 shares 591 $37.2K <0.01% +73 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 105 shares; 2025Q2: 53 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 332 shares 332 $37.2K <0.01% -4 Timeline USSG 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: 557 shares 557 $37.2K <0.01% new Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP 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: 31 shares; 2025Q4: 9,617 shares; 2026Q1: 2,618 shares 2,618 $37.1K <0.01% -6,999 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 303 shares; 2026Q1: 304 shares 304 $36.6K <0.01% +1 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,819 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $36.6K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 452 shares; 2025Q1: 532 shares; 2025Q2: 499 shares; 2025Q3: 532 shares; 2025Q4: 209 shares; 2026Q1: 454 shares 454 $36.6K <0.01% +245 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: 74 shares; 2024Q4: 80 shares; 2025Q1: 125 shares; 2025Q2: 163 shares; 2025Q3: 88 shares; 2025Q4: 237 shares; 2026Q1: 480 shares 480 $36.5K <0.01% +243 Timeline APG API GROUP CORP More: the full row for API 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: 5 shares; 2025Q4: 741 shares; 2026Q1: 800 shares 800 $36.5K <0.01% +59 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 27 shares; 2025Q4: 19 shares; 2026Q1: 20 shares 20 $36.3K <0.01% +1 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 616 shares 616 $36.2K <0.01% -52 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 19 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 11,772 shares; 2025Q4: 99 shares; 2026Q1: 120 shares 120 $35.7K <0.01% +21 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares 723 $35.5K <0.01% new 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: 59 shares; 2024Q4: 80 shares; 2025Q1: 83 shares; 2025Q2: 92 shares; 2025Q3: 127 shares; 2025Q4: 175 shares; 2026Q1: 186 shares 186 $35.3K <0.01% +11 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 54 shares; 2025Q1: 384 shares; 2025Q2: 63 shares; 2025Q3: 181 shares; 2025Q4: 184 shares; 2026Q1: 223 shares 223 $35.2K <0.01% +39 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 256 shares; 2025Q4: 446 shares; 2026Q1: 456 shares 456 $35.2K <0.01% +10 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: 81 shares; 2024Q4: 88 shares; 2025Q1: 95 shares; 2025Q2: 122 shares; 2025Q3: 250 shares; 2025Q4: 290 shares; 2026Q1: 326 shares 326 $35.1K <0.01% +36 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: 202 shares; 2026Q1: 206 shares 206 $34.9K <0.01% +4 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: 395 shares; 2024Q4: 468 shares; 2025Q1: 533 shares; 2025Q2: 487 shares; 2025Q3: 589 shares; 2025Q4: 541 shares; 2026Q1: 680 shares 680 $34.9K <0.01% +139 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: 225 shares; 2024Q4: 212 shares; 2025Q1: 259 shares; 2025Q2: 209 shares; 2025Q3: 2 shares; 2025Q4: 159 shares; 2026Q1: 193 shares 193 $34.7K <0.01% +34 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 785 shares; 2025Q2: 674 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $34.7K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 958 shares 958 $34.6K <0.01% +798 Timeline