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: 75,853 shares; 2024Q4: 85,862 shares; 2025Q1: 93,872 shares; 2025Q2: 100,041 shares; 2025Q3: 107,161 shares; 2025Q4: 113,317 shares; 2026Q1: 119,618 shares 119,618 $78.1M 16.53% +6,301 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: 770,984 shares; 2024Q4: 879,969 shares; 2025Q1: 909,237 shares; 2025Q2: 937,083 shares; 2025Q3: 957,119 shares; 2025Q4: 979,288 shares; 2026Q1: 995,981 shares 995,981 $63.8M 13.5% +16,693 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: 474,041 shares; 2024Q4: 534,438 shares; 2025Q1: 566,198 shares; 2025Q2: 603,996 shares; 2025Q3: 735,709 shares; 2025Q4: 762,388 shares; 2026Q1: 794,794 shares 794,794 $36.3M 7.67% +32,406 Timeline FRDM 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: 393,161 shares; 2024Q4: 458,976 shares; 2025Q1: 495,892 shares; 2025Q2: 523,087 shares; 2025Q3: 556,660 shares; 2025Q4: 580,560 shares; 2026Q1: 583,848 shares 583,848 $31.9M 6.75% +3,288 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: 31,262 shares; 2024Q4: 35,218 shares; 2025Q1: 38,644 shares; 2025Q2: 41,423 shares; 2025Q3: 43,458 shares; 2025Q4: 45,972 shares; 2026Q1: 48,506 shares 48,506 $28M 5.92% +2,534 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: 196,141 shares; 2024Q4: 219,321 shares; 2025Q1: 248,553 shares; 2025Q2: 258,667 shares; 2025Q3: 291,741 shares; 2025Q4: 302,588 shares; 2026Q1: 316,139 shares 316,139 $25.1M 5.3% +13,551 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: 138,875 shares; 2024Q4: 173,734 shares; 2025Q1: 198,593 shares; 2025Q2: 217,207 shares; 2025Q3: 290,109 shares; 2025Q4: 313,767 shares; 2026Q1: 333,196 shares 333,196 $22.5M 4.76% +19,429 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: 100,984 shares; 2024Q4: 116,818 shares; 2025Q1: 124,169 shares; 2025Q2: 130,561 shares; 2025Q3: 135,545 shares; 2025Q4: 140,407 shares; 2026Q1: 144,690 shares 144,690 $20M 4.23% +4,283 Timeline VUSB 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: 232,506 shares; 2024Q4: 251,747 shares; 2025Q1: 263,442 shares; 2025Q2: 286,325 shares; 2025Q3: 345,905 shares; 2025Q4: 361,964 shares; 2026Q1: 369,912 shares 369,912 $18.4M 3.9% +7,948 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,640 shares; 2024Q4: 130,158 shares; 2025Q1: 136,678 shares; 2025Q2: 147,883 shares; 2025Q3: 173,219 shares; 2025Q4: 181,341 shares; 2026Q1: 184,572 shares 184,572 $15.3M 3.23% +3,231 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: 21,128 shares; 2024Q4: 22,374 shares; 2025Q1: 21,683 shares; 2025Q2: 21,546 shares; 2025Q3: 21,398 shares; 2025Q4: 20,748 shares; 2026Q1: 20,318 shares 20,318 $12.1M 2.57% -430 Timeline DFAI 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: not reported; 2024Q4: 24,667 shares; 2025Q1: 72,466 shares; 2025Q2: 99,589 shares; 2025Q3: 199,217 shares; 2025Q4: 242,768 shares; 2026Q1: 279,126 shares 279,126 $10.9M 2.3% +36,358 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,281 shares; 2024Q4: 113,692 shares; 2025Q1: 97,693 shares; 2025Q2: 93,305 shares; 2025Q3: 86,457 shares; 2025Q4: 88,829 shares; 2026Q1: 88,471 shares 88,471 $6.82M 1.44% -358 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: 24,558 shares; 2024Q4: 23,018 shares; 2025Q1: 24,514 shares; 2025Q2: 27,809 shares; 2025Q3: 28,730 shares; 2025Q4: 32,931 shares; 2026Q1: 32,428 shares 32,428 $5.66M 1.2% -503 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: 17,004 shares; 2024Q4: 16,884 shares; 2025Q1: 17,078 shares; 2025Q2: 16,762 shares; 2025Q3: 16,716 shares; 2025Q4: 17,160 shares; 2026Q1: 17,219 shares 17,219 $5.52M 1.17% +59 Timeline DFIC 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: 237,767 shares; 2024Q4: 220,718 shares; 2025Q1: 183,046 shares; 2025Q2: 172,785 shares; 2025Q3: 159,622 shares; 2025Q4: 156,307 shares; 2026Q1: 154,270 shares 154,270 $5.48M 1.16% -2,037 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: 17,518 shares; 2024Q4: 17,235 shares; 2025Q1: 18,517 shares; 2025Q2: 14,065 shares; 2025Q3: 15,346 shares; 2025Q4: 17,743 shares; 2026Q1: 18,983 shares 18,983 $4.82M 1.02% +1,240 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: 20,889 shares; 2024Q4: 22,311 shares; 2025Q1: 21,291 shares; 2025Q2: 21,281 shares; 2025Q3: 21,983 shares; 2025Q4: 21,334 shares; 2026Q1: 21,042 shares 21,042 $4.33M 0.92% -292 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: 12,082 shares; 2024Q4: 12,717 shares; 2025Q1: 14,663 shares; 2025Q2: 14,530 shares; 2025Q3: 16,288 shares; 2025Q4: 17,139 shares; 2026Q1: 18,050 shares 18,050 $3.76M 0.8% +911 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: not reported; 2025Q3: 101,139 shares; 2025Q4: 99,595 shares; 2026Q1: 98,347 shares 98,347 $3.66M 0.77% -1,248 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: 2,795 shares; 2024Q4: 3,286 shares; 2025Q1: 5,034 shares; 2025Q2: 5,505 shares; 2025Q3: 6,608 shares; 2025Q4: 8,285 shares; 2026Q1: 8,980 shares 8,980 $3.32M 0.7% +695 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: 10,726 shares; 2024Q4: 9,561 shares; 2025Q1: 9,684 shares; 2025Q2: 8,599 shares; 2025Q3: 9,857 shares; 2025Q4: 10,769 shares; 2026Q1: 10,958 shares 10,958 $3.14M 0.66% +189 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: 6,372 shares; 2024Q4: 6,602 shares; 2025Q1: 6,724 shares; 2025Q2: 7,056 shares; 2025Q3: 7,455 shares; 2025Q4: 7,767 shares; 2026Q1: 8,620 shares 8,620 $2.48M 0.52% +853 Timeline SCZ 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: 45,267 shares; 2024Q4: 43,551 shares; 2025Q1: 36,182 shares; 2025Q2: 34,216 shares; 2025Q3: 30,785 shares; 2025Q4: 30,159 shares; 2026Q1: 30,044 shares 30,044 $2.36M 0.5% -115 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 17,377 shares; 2025Q1: 39,798 shares; 2025Q2: 33,910 shares; 2025Q3: 34,726 shares; 2025Q4: 25,160 shares; 2026Q1: 24,718 shares 24,718 $2.27M 0.48% -442 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: 3,609 shares; 2024Q4: 2,976 shares; 2025Q1: 3,091 shares; 2025Q2: 3,330 shares; 2025Q3: 3,099 shares; 2025Q4: 3,146 shares; 2026Q1: 3,408 shares 3,408 $2.22M 0.47% +262 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,387 shares; 2024Q4: 9,723 shares; 2025Q1: 9,669 shares; 2025Q2: 10,206 shares; 2025Q3: 9,573 shares; 2025Q4: 8,236 shares; 2026Q1: 7,626 shares 7,626 $2.19M 0.46% -610 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 26,119 shares; 2025Q1: 23,022 shares; 2025Q2: 21,188 shares; 2025Q3: 19,657 shares; 2025Q4: 17,095 shares; 2026Q1: 17,085 shares 17,085 $1.8M 0.38% -10 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: 32,927 shares; 2024Q4: 35,813 shares; 2025Q1: 32,986 shares; 2025Q2: 32,734 shares; 2025Q3: 34,894 shares; 2025Q4: 33,058 shares; 2026Q1: 32,401 shares 32,401 $1.75M 0.37% -657 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,578 shares; 2025Q1: 2,506 shares; 2025Q2: 2,510 shares; 2025Q3: 2,741 shares; 2025Q4: 2,749 shares; 2026Q1: 2,747 shares 2,747 $1.69M 0.36% -2 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: 7,053 shares; 2024Q4: 6,878 shares; 2025Q1: 7,057 shares; 2025Q2: 7,068 shares; 2025Q3: 7,262 shares; 2025Q4: 8,014 shares; 2026Q1: 7,675 shares 7,675 $1.67M 0.35% -339 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,215 shares; 2025Q1: 29,443 shares; 2025Q2: 27,271 shares; 2025Q3: 25,425 shares; 2025Q4: 22,485 shares; 2026Q1: 19,918 shares 19,918 $1.47M 0.31% -2,567 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: 698 shares; 2024Q4: 583 shares; 2025Q1: 584 shares; 2025Q2: 556 shares; 2025Q3: 524 shares; 2025Q4: 468 shares; 2026Q1: 423 shares 423 $1.43M 0.3% -45 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,769 shares; 2025Q1: 20,885 shares; 2025Q2: 24,157 shares; 2025Q3: 10,878 shares; 2025Q4: 9,424 shares; 2026Q1: 3,652 shares 3,652 $1.42M 0.3% -5,772 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: 1,105 shares; 2024Q4: 1,218 shares; 2025Q1: 1,538 shares; 2025Q2: 1,644 shares; 2025Q3: 2,085 shares; 2025Q4: 2,181 shares; 2026Q1: 2,338 shares 2,338 $1.34M 0.28% +157 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: 127 shares; 2024Q4: 1,580 shares; 2025Q1: 1,681 shares; 2025Q2: 3,083 shares; 2025Q3: 3,582 shares; 2025Q4: 4,200 shares; 2026Q1: 3,925 shares 3,925 $1.21M 0.26% -275 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 15,960 shares; 2025Q1: 16,770 shares; 2025Q2: 18,761 shares; 2025Q3: 17,403 shares; 2025Q4: 10,314 shares; 2026Q1: 8,858 shares 8,858 $1.18M 0.25% -1,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,319 shares; 2025Q3: 4,319 shares; 2025Q4: 8,638 shares; 2026Q1: 8,638 shares 8,638 $1.15M 0.24% 0 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: 1,651 shares; 2024Q4: 2,174 shares; 2025Q1: 2,204 shares; 2025Q2: 2,236 shares; 2025Q3: 2,929 shares; 2025Q4: 3,783 shares; 2026Q1: 3,894 shares 3,894 $1.15M 0.24% +111 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: 815 shares; 2024Q4: 1,140 shares; 2025Q1: 1,485 shares; 2025Q2: 1,654 shares; 2025Q3: 1,850 shares; 2025Q4: 2,273 shares; 2026Q1: 2,341 shares 2,341 $1.12M 0.24% +68 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,214 shares; 2024Q4: 15,208 shares; 2025Q1: 13,255 shares; 2025Q2: 11,910 shares; 2025Q3: 11,219 shares; 2025Q4: 9,813 shares; 2026Q1: 19,295 shares 19,295 $1.11M 0.23% +9,482 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,318 shares; 2024Q4: 58,597 shares; 2025Q1: 51,376 shares; 2025Q2: 47,979 shares; 2025Q3: 51,983 shares; 2025Q4: 42,750 shares; 2026Q1: 37,426 shares 37,426 $1.1M 0.23% -5,324 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,983 shares; 2026Q1: 6,047 shares 6,047 $992K 0.21% -936 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,257 shares; 2024Q4: 23,528 shares; 2025Q1: 17,898 shares; 2025Q2: 11,955 shares; 2025Q3: 7,536 shares; 2025Q4: 11,360 shares; 2026Q1: 10,323 shares 10,323 $989K 0.21% -1,037 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: 1,347 shares; 2024Q4: 1,348 shares; 2025Q1: 1,349 shares; 2025Q2: 1,347 shares; 2025Q3: 1,356 shares; 2025Q4: 1,369 shares; 2026Q1: 1,394 shares 1,394 $988K 0.21% +25 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,468 shares; 2025Q1: 2,467 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares 2,460 $912K 0.19% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 24,552 shares; 2025Q1: 21,982 shares; 2025Q2: 20,388 shares; 2025Q3: 19,066 shares; 2025Q4: 16,622 shares; 2026Q1: 15,026 shares 15,026 $907K 0.19% -1,596 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 15,433 shares; 2025Q4: 12,795 shares; 2026Q1: 10,726 shares 10,726 $896K 0.19% -2,069 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,112 shares 10,112 $871K 0.18% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 4,862 shares; 2025Q1: 4,684 shares; 2025Q2: 4,698 shares; 2025Q3: 9,508 shares; 2025Q4: 9,096 shares; 2026Q1: 8,601 shares 8,601 $861K 0.18% -495 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: 6,064 shares; 2024Q4: 5,890 shares; 2025Q1: 5,972 shares; 2025Q2: 6,001 shares; 2025Q3: 6,380 shares; 2025Q4: 7,273 shares; 2026Q1: 6,909 shares 6,909 $709K 0.15% -364 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: 14,105 shares; 2024Q4: 10,565 shares; 2025Q1: 6,862 shares; 2025Q2: 4,468 shares; 2025Q3: 4,290 shares; 2025Q4: 3,748 shares; 2026Q1: 3,554 shares 3,554 $704K 0.15% -194 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,132 shares; 2025Q1: 2,140 shares; 2025Q2: 2,142 shares; 2025Q3: 2,209 shares; 2025Q4: 2,215 shares; 2026Q1: 2,246 shares 2,246 $698K 0.15% +31 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 6,310 shares; 2025Q3: 11,911 shares; 2025Q4: 10,181 shares; 2026Q1: 9,199 shares 9,199 $669K 0.14% -982 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,143 shares; 2026Q1: 28,898 shares 28,898 $658K 0.14% -3,245 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 11,418 shares; 2025Q1: 11,433 shares; 2025Q2: 12,361 shares; 2025Q3: 14,287 shares; 2025Q4: 12,207 shares; 2026Q1: 12,552 shares 12,552 $635K 0.13% +345 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: not reported; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,115 shares; 2025Q4: 1,520 shares; 2026Q1: 1,687 shares 1,687 $627K 0.13% +167 Timeline GBIL 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: 10,532 shares; 2024Q4: 8,637 shares; 2025Q1: 7,970 shares; 2025Q2: 8,761 shares; 2025Q3: 7,981 shares; 2025Q4: 8,590 shares; 2026Q1: 5,955 shares 5,955 $597K 0.13% -2,635 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: 3,329 shares; 2024Q4: 3,431 shares; 2025Q1: 3,698 shares; 2025Q2: 3,833 shares; 2025Q3: 3,937 shares; 2025Q4: 4,349 shares; 2026Q1: 4,750 shares 4,750 $590K 0.12% +401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,758 shares; 2025Q4: 6,113 shares; 2026Q1: 5,723 shares 5,723 $563K 0.12% -390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 293 shares; 2025Q4: 482 shares; 2026Q1: 586 shares 586 $539K 0.11% +104 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: 850 shares; 2024Q4: 926 shares; 2025Q1: 1,229 shares; 2025Q2: 1,240 shares; 2025Q3: 1,447 shares; 2025Q4: 1,557 shares; 2026Q1: 1,582 shares 1,582 $520K 0.11% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,412 shares; 2025Q4: 2,494 shares; 2026Q1: 2,122 shares 2,122 $519K 0.11% -372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,143 shares; 2025Q3: 10,151 shares; 2025Q4: 10,160 shares; 2026Q1: 10,181 shares 10,181 $503K 0.11% +21 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 9,102 shares; 2025Q1: 8,294 shares; 2025Q2: 6,934 shares; 2025Q3: 6,454 shares; 2025Q4: 2,954 shares; 2026Q1: 2,532 shares 2,532 $501K 0.11% -422 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 3,195 shares; 2025Q1: 3,280 shares; 2025Q2: 4,621 shares; 2025Q3: 5,754 shares; 2025Q4: 6,623 shares; 2026Q1: 4,922 shares 4,922 $495K 0.1% -1,701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,514 shares; 2026Q1: 1,628 shares 1,628 $492K 0.1% +114 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 6,349 shares; 2026Q1: 6,350 shares 6,350 $480K 0.1% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 784 shares; 2026Q1: 849 shares 849 $466K 0.1% +65 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: 7,673 shares; 2024Q4: 8,531 shares; 2025Q1: 9,214 shares; 2025Q2: 9,267 shares; 2025Q3: 9,377 shares; 2025Q4: 9,413 shares; 2026Q1: 9,337 shares 9,337 $455K 0.1% -76 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 234 shares; 2025Q2: 2,342 shares; 2025Q3: 2,347 shares; 2025Q4: 2,351 shares; 2026Q1: 2,357 shares 2,357 $452K 0.1% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,351 shares; 2026Q1: 2,305 shares 2,305 $445K 0.09% -46 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: 652 shares; 2024Q4: 1,530 shares; 2025Q1: 1,578 shares; 2025Q2: 1,498 shares; 2025Q3: 2,307 shares; 2025Q4: 2,572 shares; 2026Q1: 2,655 shares 2,655 $426K 0.09% +83 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,833 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,751 shares 3,751 $424K 0.09% -82 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares; 2026Q1: 2,433 shares 2,433 $413K 0.09% +595 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,919 shares; 2026Q1: 2,911 shares 2,911 $404K 0.09% -8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,234 shares; 2025Q4: 1,309 shares; 2026Q1: 1,421 shares 1,421 $403K 0.09% +112 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,770 shares; 2024Q4: 49,772 shares; 2025Q1: 13,644 shares; 2025Q2: 12,373 shares; 2025Q3: 18,723 shares; 2025Q4: 15,997 shares; 2026Q1: 14,296 shares 14,296 $399K 0.08% -1,701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 477 shares; 2025Q4: 520 shares; 2026Q1: 445 shares 445 $388K 0.08% -75 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: 1,142 shares; 2024Q4: 1,102 shares; 2025Q1: 1,059 shares; 2025Q2: 1,061 shares; 2025Q3: 1,211 shares; 2025Q4: 1,225 shares; 2026Q1: 1,311 shares 1,311 $387K 0.08% +86 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: 1,677 shares; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 2,132 shares; 2026Q1: 1,867 shares 1,867 $386K 0.08% -265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 2,140 shares; 2026Q1: 2,393 shares 2,393 $382K 0.08% +253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 433 shares; 2026Q1: 441 shares 441 $382K 0.08% +8 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,413 shares; 2025Q3: 3,413 shares; 2025Q4: 3,413 shares; 2026Q1: 3,413 shares 3,413 $378K 0.08% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares 1,914 $374K 0.08% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 3,365 shares; 2026Q1: 2,965 shares 2,965 $336K 0.07% -400 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 2,212 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares 2,207 $324K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,206 shares; 2025Q1: 1,208 shares; 2025Q2: 1,210 shares; 2025Q3: 1,283 shares; 2025Q4: 1,312 shares; 2026Q1: 1,318 shares 1,318 $320K 0.07% +6 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: not reported; 2024Q4: 5,366 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 6,027 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares 6,204 $314K 0.07% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 660 shares; 2025Q1: 723 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 761 shares 761 $297K 0.06% -283 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,360 shares; 2025Q4: 1,621 shares; 2026Q1: 1,406 shares 1,406 $297K 0.06% -215 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,061 shares; 2025Q4: 1,418 shares; 2026Q1: 1,446 shares 1,446 $295K 0.06% +28 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,942 shares; 2026Q1: 1,975 shares 1,975 $287K 0.06% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 296 shares; 2025Q4: 2,910 shares; 2026Q1: 2,972 shares 2,972 $286K 0.06% +62 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 261 shares 261 $285K 0.06% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares; 2026Q1: 6,137 shares 6,137 $271K 0.06% +389 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 3,485 shares 3,485 $260K 0.05% -751 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS 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: 16,674 shares; 2025Q4: 13,462 shares; 2026Q1: 11,552 shares 11,552 $258K 0.05% -1,910 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,830 shares 1,830 $255K 0.05% +39 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,368 shares; 2026Q1: 2,414 shares 2,414 $239K 0.05% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares 1,432 $237K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,467 shares; 2026Q1: 1,591 shares 1,591 $233K 0.05% +124 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 1,845 shares 1,845 $227K 0.05% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares; 2026Q1: 2,442 shares 2,442 $225K 0.05% +39 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,171 shares; 2025Q3: 4,029 shares; 2025Q4: 3,560 shares; 2026Q1: 3,495 shares 3,495 $219K 0.05% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 387 shares 387 $217K 0.05% +21 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,255 shares 3,255 $215K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339 $205K 0.04% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $204K 0.04% new 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: not reported; 2024Q4: 2,881 shares; 2025Q1: 2,314 shares; 2025Q2: 2,270 shares; 2025Q3: 2,501 shares; 2025Q4: not reported; 2026Q1: 2,249 shares 2,249 $201K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 744 shares 744 $201K 0.04% +90 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,032 shares; 2025Q2: 9,451 shares; 2025Q3: 10,002 shares; 2025Q4: 10,589 shares; 2026Q1: 10,924 shares 10,924 $200K 0.04% +335 Timeline QNCX QUINCE THERAPEUTICS INC More: the full row for QUINCE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,509 shares 10,509 $1.07K <0.01% new Timeline