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: 164,159 shares; 2024Q4: 180,239 shares; 2025Q1: 185,268 shares; 2025Q2: not reported; 2025Q3: 196,850 shares; 2025Q4: 200,342 shares; 2026Q1: 216,422 shares 216,422 $141M 12.06% +16,080 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,112,068 shares; 2025Q1: 1,112,068 shares; 2025Q2: 1,112,068 shares; 2025Q3: 1,112,068 shares; 2025Q4: 2,147,815 shares; 2026Q1: 2,754,179 shares 2,754,179 $88.5M 7.55% +606,364 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: 755,274 shares; 2024Q4: 814,395 shares; 2025Q1: 850,319 shares; 2025Q2: 877,935 shares; 2025Q3: 901,549 shares; 2025Q4: 930,710 shares; 2026Q1: 1,013,534 shares 1,013,534 $68.4M 5.84% +82,824 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: 97,766 shares; 2024Q4: 96,893 shares; 2025Q1: 95,335 shares; 2025Q2: 96,140 shares; 2025Q3: 101,813 shares; 2025Q4: 100,755 shares; 2026Q1: 100,267 shares 100,267 $65.2M 5.57% -488 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,109 shares; 2024Q4: 480,786 shares; 2025Q1: 512,575 shares; 2025Q2: 510,399 shares; 2025Q3: 527,740 shares; 2025Q4: 551,109 shares; 2026Q1: 613,832 shares 613,832 $55.6M 4.74% +62,723 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: 467,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,186 shares; 2025Q3: 576,530 shares; 2025Q4: 604,549 shares; 2026Q1: 672,981 shares 672,981 $49.6M 4.23% +68,432 Timeline ESGV 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: 311,066 shares; 2024Q4: 311,510 shares; 2025Q1: 321,907 shares; 2025Q2: 322,980 shares; 2025Q3: 322,429 shares; 2025Q4: 322,408 shares; 2026Q1: 364,577 shares 364,577 $40.9M 3.49% +42,169 Timeline BRK-A 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: 56 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 52 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $40.2M 3.43% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,164 shares; 2024Q4: 720,466 shares; 2025Q1: 727,917 shares; 2025Q2: 727,837 shares; 2025Q3: 737,695 shares; 2025Q4: 754,413 shares; 2026Q1: 763,453 shares 763,453 $37.7M 3.22% +9,040 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,626 shares; 2024Q4: 389,686 shares; 2025Q1: 569,669 shares; 2025Q2: 575,987 shares; 2025Q3: 939,484 shares; 2025Q4: 760,896 shares; 2026Q1: 675,334 shares 675,334 $33.4M 2.85% -85,562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,202 shares; 2025Q4: 59,553 shares; 2026Q1: 83,595 shares 83,595 $30.9M 2.64% +24,042 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: 51,391 shares; 2024Q4: 50,964 shares; 2025Q1: 50,953 shares; 2025Q2: 50,435 shares; 2025Q3: 50,119 shares; 2025Q4: 50,125 shares; 2026Q1: 50,125 shares 50,125 $30.9M 2.64% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,363 shares; 2025Q3: 105,986 shares; 2025Q4: 102,757 shares; 2026Q1: 105,084 shares 105,084 $26.7M 2.28% +2,327 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: 140,520 shares; 2024Q4: 146,477 shares; 2025Q1: 237,821 shares; 2025Q2: 208,789 shares; 2025Q3: 209,284 shares; 2025Q4: 215,722 shares; 2026Q1: 235,253 shares 235,253 $25M 2.13% +19,531 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,356 shares; 2024Q4: 106,356 shares; 2025Q1: 85,790 shares; 2025Q2: 85,513 shares; 2025Q3: 85,513 shares; 2025Q4: 85,513 shares; 2026Q1: 85,513 shares 85,513 $22.4M 1.91% 0 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: 82,664 shares; 2024Q4: 103,190 shares; 2025Q1: 114,402 shares; 2025Q2: 136,696 shares; 2025Q3: 141,940 shares; 2025Q4: 147,896 shares; 2026Q1: 173,848 shares 173,848 $21.6M 1.84% +25,952 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,618 shares; 2025Q4: 114,341 shares; 2026Q1: 104,185 shares 104,185 $21.6M 1.84% -10,156 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,939 shares; 2024Q4: 79,970 shares; 2025Q1: 79,517 shares; 2025Q2: 73,134 shares; 2025Q3: 72,492 shares; 2025Q4: 71,464 shares; 2026Q1: 71,080 shares 71,080 $17.6M 1.5% -384 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 307,365 shares 307,365 $15.5M 1.32% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,933 shares; 2025Q4: 53,165 shares; 2026Q1: 53,101 shares 53,101 $15.2M 1.3% -64 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,054 shares; 2024Q4: 24,004 shares; 2025Q1: 20,403 shares; 2025Q2: 20,378 shares; 2025Q3: 20,379 shares; 2025Q4: 20,552 shares; 2026Q1: 20,552 shares 20,552 $14.3M 1.22% 0 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: 25,798 shares; 2024Q4: 25,593 shares; 2025Q1: 11,345 shares; 2025Q2: 13,498 shares; 2025Q3: 25,708 shares; 2025Q4: 25,385 shares; 2026Q1: 25,601 shares 25,601 $12.3M 1.05% +216 Timeline HELO 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: 132,739 shares; 2025Q3: 138,048 shares; 2025Q4: 151,244 shares; 2026Q1: 179,671 shares 179,671 $11.5M 0.98% +28,427 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: 18,969 shares; 2024Q4: 19,054 shares; 2025Q1: 18,968 shares; 2025Q2: 19,693 shares; 2025Q3: 20,048 shares; 2025Q4: 19,394 shares; 2026Q1: 19,047 shares 19,047 $11M 0.94% -347 Timeline VSGX 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: 140,859 shares; 2024Q4: 140,859 shares; 2025Q1: 149,269 shares; 2025Q2: 148,434 shares; 2025Q3: 147,533 shares; 2025Q4: 140,223 shares; 2026Q1: 132,896 shares 132,896 $9.53M 0.81% -7,327 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,529 shares; 2024Q4: 71,911 shares; 2025Q1: 74,186 shares; 2025Q2: 79,079 shares; 2025Q3: 85,035 shares; 2025Q4: 85,022 shares; 2026Q1: 84,977 shares 84,977 $8.25M 0.7% -45 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: 41,473 shares; 2024Q4: 38,649 shares; 2025Q1: 38,256 shares; 2025Q2: 38,244 shares; 2025Q3: 39,198 shares; 2025Q4: 39,103 shares; 2026Q1: 39,362 shares 39,362 $8.01M 0.68% +259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,389 shares; 2025Q3: 91,413 shares; 2025Q4: 92,980 shares; 2026Q1: 93,118 shares 93,118 $7.71M 0.66% +138 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: 68,490 shares; 2024Q4: 66,498 shares; 2025Q1: 68,837 shares; 2025Q2: 67,100 shares; 2025Q3: 65,189 shares; 2025Q4: 68,052 shares; 2026Q1: 103,225 shares 103,225 $7.2M 0.61% +35,173 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: 25,392 shares; 2024Q4: 25,517 shares; 2025Q1: 15,261 shares; 2025Q2: 14,207 shares; 2025Q3: 12,224 shares; 2025Q4: 11,582 shares; 2026Q1: 11,754 shares 11,754 $7.02M 0.6% +172 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: 95,747 shares; 2024Q4: 92,251 shares; 2025Q1: 92,251 shares; 2025Q2: 99,390 shares; 2025Q3: 90,865 shares; 2025Q4: 95,472 shares; 2026Q1: 119,211 shares 119,211 $6.44M 0.55% +23,739 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: not reported; 2024Q4: 197,453 shares; 2025Q1: 199,496 shares; 2025Q2: 31,092 shares; 2025Q3: 35,144 shares; 2025Q4: 35,302 shares; 2026Q1: 35,666 shares 35,666 $6.22M 0.53% +364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,077 shares; 2025Q4: 28,015 shares; 2026Q1: 20,729 shares 20,729 $5.96M 0.51% -7,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,925 shares; 2025Q3: 27,184 shares; 2025Q4: 25,897 shares; 2026Q1: 28,228 shares 28,228 $5.88M 0.5% +2,331 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: 17,054 shares; 2025Q4: 17,143 shares; 2026Q1: 17,244 shares 17,244 $5.21M 0.44% +101 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: 54,599 shares; 2024Q4: 54,625 shares; 2025Q1: 57,339 shares; 2025Q2: 56,355 shares; 2025Q3: 55,951 shares; 2025Q4: 60,147 shares; 2026Q1: 58,720 shares 58,720 $5.21M 0.44% -1,427 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: 49,995 shares; 2024Q4: 43,956 shares; 2025Q1: 44,230 shares; 2025Q2: 44,283 shares; 2025Q3: 41,864 shares; 2025Q4: 39,308 shares; 2026Q1: 13,573 shares 13,573 $5.05M 0.43% -25,735 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: 15,315 shares; 2024Q4: 15,531 shares; 2025Q1: 15,527 shares; 2025Q2: 13,056 shares; 2025Q3: 14,418 shares; 2025Q4: 14,415 shares; 2026Q1: 15,190 shares 15,190 $4.87M 0.42% +775 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,238 shares; 2024Q4: 75,120 shares; 2025Q1: 75,120 shares; 2025Q2: 75,122 shares; 2025Q3: 75,120 shares; 2025Q4: 75,122 shares; 2026Q1: 75,134 shares 75,134 $4.78M 0.41% +12 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: 28,504 shares; 2024Q4: 26,434 shares; 2025Q1: 24,042 shares; 2025Q2: 23,591 shares; 2025Q3: 24,279 shares; 2025Q4: 23,110 shares; 2026Q1: 24,760 shares 24,760 $4.2M 0.36% +1,650 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: not reported; 2025Q3: 4,273 shares; 2025Q4: 42,899 shares; 2026Q1: 43,438 shares 43,438 $4.18M 0.36% +539 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,517 shares; 2025Q4: 12,603 shares; 2026Q1: 12,730 shares 12,730 $3.74M 0.32% +127 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,433 shares; 2025Q2: 9,433 shares; 2025Q3: 9,433 shares; 2025Q4: 9,433 shares; 2026Q1: 33,134 shares 33,134 $3.64M 0.31% +23,701 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,817 shares; 2025Q2: 5,534 shares; 2025Q3: 9,991 shares; 2025Q4: 10,901 shares; 2026Q1: 69,695 shares 69,695 $3.51M 0.3% +58,794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,862 shares; 2025Q4: 5,888 shares; 2026Q1: 6,102 shares 6,102 $3.49M 0.3% +214 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,484 shares; 2026Q1: 12,484 shares 12,484 $3.18M 0.27% 0 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: 30,343 shares; 2024Q4: 88,441 shares; 2025Q1: 88,935 shares; 2025Q2: 95,571 shares; 2025Q3: 95,177 shares; 2025Q4: 97,242 shares; 2026Q1: 103,487 shares 103,487 $3.17M 0.27% +6,245 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,892 shares; 2024Q4: 144,441 shares; 2025Q1: 140,535 shares; 2025Q2: 82,588 shares; 2025Q3: 91,098 shares; 2025Q4: 68,160 shares; 2026Q1: 62,249 shares 62,249 $3.15M 0.27% -5,911 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: 41,675 shares; 2024Q4: 34,028 shares; 2025Q1: 33,698 shares; 2025Q2: 33,160 shares; 2025Q3: 33,289 shares; 2025Q4: 37,072 shares; 2026Q1: 38,059 shares 38,059 $2.98M 0.25% +987 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: 7,395 shares; 2024Q4: 7,095 shares; 2025Q1: 6,853 shares; 2025Q2: 6,559 shares; 2025Q3: 6,988 shares; 2025Q4: 6,823 shares; 2026Q1: 6,673 shares 6,673 $2.85M 0.24% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,138 shares; 2025Q4: 6,422 shares; 2026Q1: 18,244 shares 18,244 $2.68M 0.23% +11,822 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 7,240 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 23,627 shares; 2025Q4: 23,393 shares; 2026Q1: 23,393 shares 23,393 $2.49M 0.21% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,218 shares; 2024Q4: 31,565 shares; 2025Q1: 33,737 shares; 2025Q2: 35,789 shares; 2025Q3: 28,892 shares; 2025Q4: 38,406 shares; 2026Q1: 42,625 shares 42,625 $2.42M 0.21% +4,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,356 shares; 2025Q4: 10,246 shares; 2026Q1: 10,571 shares 10,571 $2.27M 0.19% +325 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: 18,318 shares; 2025Q4: 18,336 shares; 2026Q1: 18,421 shares 18,421 $2.26M 0.19% +85 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: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,121 shares; 2025Q4: 5,121 shares; 2026Q1: 5,244 shares 5,244 $2.26M 0.19% +123 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: 45,492 shares; 2024Q4: 25,442 shares; 2025Q1: 25,727 shares; 2025Q2: 26,558 shares; 2025Q3: 27,134 shares; 2025Q4: 27,368 shares; 2026Q1: 31,102 shares 31,102 $2.18M 0.19% +3,734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares; 2025Q4: 6,429 shares; 2026Q1: 6,648 shares 6,648 $2.06M 0.18% +219 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,599 shares; 2024Q4: 34,774 shares; 2025Q1: 34,829 shares; 2025Q2: 34,634 shares; 2025Q3: 35,863 shares; 2025Q4: 35,883 shares; 2026Q1: 35,868 shares 35,868 $2.04M 0.17% -15 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: 29,027 shares; 2024Q4: 29,257 shares; 2025Q1: 29,257 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 30,847 shares; 2026Q1: 31,766 shares 31,766 $2.04M 0.17% +919 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: 6,818 shares; 2024Q4: 6,425 shares; 2025Q1: 6,217 shares; 2025Q2: 6,022 shares; 2025Q3: 5,420 shares; 2025Q4: 5,108 shares; 2026Q1: 4,630 shares 4,630 $2.02M 0.17% -478 Timeline DMAX 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: 37,807 shares; 2025Q2: 37,807 shares; 2025Q3: 37,807 shares; 2025Q4: 37,807 shares; 2026Q1: 75,690 shares 75,690 $2.01M 0.17% +37,883 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: 176,685 shares; 2024Q4: 173,853 shares; 2025Q1: 167,865 shares; 2025Q2: 66,495 shares; 2025Q3: 70,109 shares; 2025Q4: 64,870 shares; 2026Q1: 64,594 shares 64,594 $1.96M 0.17% -276 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: 1,805 shares; 2024Q4: 1,832 shares; 2025Q1: 1,803 shares; 2025Q2: 1,714 shares; 2025Q3: 1,775 shares; 2025Q4: 1,784 shares; 2026Q1: 1,860 shares 1,860 $1.85M 0.16% +76 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: 7,265 shares; 2024Q4: 7,098 shares; 2025Q1: 6,990 shares; 2025Q2: 6,898 shares; 2025Q3: 7,202 shares; 2025Q4: 13,797 shares; 2026Q1: 13,737 shares 13,737 $1.83M 0.16% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,880 shares; 2025Q4: 3,394 shares; 2026Q1: 3,440 shares 3,440 $1.72M 0.15% +46 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: 5,528 shares; 2024Q4: 5,523 shares; 2025Q1: 5,457 shares; 2025Q2: 5,464 shares; 2025Q3: 5,634 shares; 2025Q4: 5,632 shares; 2026Q1: 5,663 shares 5,663 $1.71M 0.15% +31 Timeline MMAX 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: 61,748 shares; 2025Q3: 61,748 shares; 2025Q4: 61,748 shares; 2026Q1: 61,748 shares 61,748 $1.64M 0.14% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,881 shares; 2025Q2: 9,881 shares; 2025Q3: 10,374 shares; 2025Q4: 10,374 shares; 2026Q1: 10,374 shares 10,374 $1.48M 0.13% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,011 shares; 2025Q1: 3,411 shares; 2025Q2: 5,414 shares; 2025Q3: 5,279 shares; 2025Q4: 10,909 shares; 2026Q1: 13,029 shares 13,029 $1.47M 0.13% +2,120 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: 4,974 shares; 2024Q4: 4,974 shares; 2025Q1: 5,113 shares; 2025Q2: 7,214 shares; 2025Q3: 5,437 shares; 2025Q4: 4,838 shares; 2026Q1: 4,965 shares 4,965 $1.43M 0.12% +127 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: 15,401 shares; 2024Q4: 15,401 shares; 2025Q1: 15,545 shares; 2025Q2: 14,822 shares; 2025Q3: 14,843 shares; 2025Q4: 14,146 shares; 2026Q1: 14,125 shares 14,125 $1.31M 0.11% -21 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: 16,497 shares; 2025Q1: 15,150 shares; 2025Q2: 15,226 shares; 2025Q3: 15,073 shares; 2025Q4: 13,397 shares; 2026Q1: 8,121 shares 8,121 $1.3M 0.11% -5,276 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: 11,348 shares; 2024Q4: 10,256 shares; 2025Q1: 10,021 shares; 2025Q2: 9,790 shares; 2025Q3: 9,627 shares; 2025Q4: 9,684 shares; 2026Q1: 9,825 shares 9,825 $1.18M 0.1% +141 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,002 shares; 2024Q4: 172,002 shares; 2025Q1: 172,002 shares; 2025Q2: 172,002 shares; 2025Q3: 172,002 shares; 2025Q4: 172,002 shares; 2026Q1: 172,002 shares 172,002 $1.18M 0.1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 46,719 shares; 2025Q1: 48,621 shares; 2025Q2: 48,880 shares; 2025Q3: 49,372 shares; 2025Q4: 45,411 shares; 2026Q1: 45,891 shares 45,891 $1.18M 0.1% +480 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: 9,583 shares; 2024Q4: 8,399 shares; 2025Q1: 8,429 shares; 2025Q2: 8,756 shares; 2025Q3: 8,635 shares; 2025Q4: 7,985 shares; 2026Q1: 8,120 shares 8,120 $1.17M 0.1% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,610 shares; 2026Q1: 1,630 shares 1,630 $1.15M 0.1% +20 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,588 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,139 shares; 2025Q4: 4,666 shares; 2026Q1: 4,682 shares 4,682 $1.13M 0.1% +16 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: 8,292 shares; 2024Q4: 7,858 shares; 2025Q1: 7,865 shares; 2025Q2: 7,980 shares; 2025Q3: 8,720 shares; 2025Q4: 8,725 shares; 2026Q1: 8,843 shares 8,843 $1.1M 0.09% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares; 2025Q4: 8,482 shares; 2026Q1: 8,632 shares 8,632 $1.09M 0.09% +150 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 16,256 shares; 2025Q4: 16,256 shares; 2026Q1: 16,256 shares 16,256 $1.08M 0.09% 0 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: 6,101 shares; 2024Q4: 5,812 shares; 2025Q1: 5,642 shares; 2025Q2: 5,631 shares; 2025Q3: 5,607 shares; 2025Q4: 5,568 shares; 2026Q1: 5,450 shares 5,450 $1.05M 0.09% -118 Timeline SMAX 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: 34,392 shares; 2025Q2: 34,392 shares; 2025Q3: 34,392 shares; 2025Q4: 38,118 shares; 2026Q1: 38,118 shares 38,118 $1.02M 0.09% 0 Timeline MAXJ 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: 36,295 shares; 2025Q4: 36,295 shares; 2026Q1: 36,295 shares 36,295 $1.02M 0.09% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,606 shares; 2025Q4: 8,651 shares; 2026Q1: 8,606 shares 8,606 $1.02M 0.09% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,508 shares; 2025Q4: 19,657 shares; 2026Q1: 19,954 shares 19,954 $973K 0.08% +297 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 1,575 shares; 2025Q1: 1,628 shares; 2025Q2: 1,629 shares; 2025Q3: 1,513 shares; 2025Q4: 3,400 shares; 2026Q1: 5,014 shares 5,014 $962K 0.08% +1,614 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,659 shares; 2026Q1: 2,784 shares 2,784 $952K 0.08% +125 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,761 shares; 2025Q1: 4,761 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares 4,761 $930K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares; 2025Q4: 605 shares; 2026Q1: 2,620 shares 2,620 $885K 0.08% +2,015 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: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,207 shares; 2026Q1: 4,207 shares 4,207 $866K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 2,742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,782 shares; 2026Q1: 2,861 shares 2,861 $812K 0.07% +79 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: not reported; 2025Q3: 1,022 shares; 2025Q4: 848 shares; 2026Q1: 882 shares 882 $811K 0.07% +34 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,693 shares; 2025Q1: 5,692 shares; 2025Q2: 5,685 shares; 2025Q3: 6,599 shares; 2025Q4: 6,624 shares; 2026Q1: 6,919 shares 6,919 $796K 0.07% +295 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: 11,917 shares; 2024Q4: 11,635 shares; 2025Q1: 12,644 shares; 2025Q2: 7,645 shares; 2025Q3: 7,998 shares; 2025Q4: 7,959 shares; 2026Q1: 8,447 shares 8,447 $793K 0.07% +488 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: 10,794 shares; 2024Q4: 10,794 shares; 2025Q1: 10,794 shares; 2025Q2: 10,794 shares; 2025Q3: 11,905 shares; 2025Q4: 11,905 shares; 2026Q1: 11,905 shares 11,905 $787K 0.07% 0 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: 8,362 shares; 2024Q4: 25,153 shares; 2025Q1: 25,878 shares; 2025Q2: 34,599 shares; 2025Q3: 34,743 shares; 2025Q4: 29,967 shares; 2026Q1: 29,033 shares 29,033 $729K 0.06% -934 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: 36,354 shares; 2024Q4: 31,986 shares; 2025Q1: 25,516 shares; 2025Q2: 25,503 shares; 2025Q3: 16,383 shares; 2025Q4: 16,349 shares; 2026Q1: 16,420 shares 16,420 $725K 0.06% +71 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: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $722K 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,168 shares; 2025Q4: 4,210 shares; 2026Q1: 4,292 shares 4,292 $710K 0.06% +82 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: 5,452 shares; 2024Q4: 5,110 shares; 2025Q1: 5,144 shares; 2025Q2: 5,200 shares; 2025Q3: 5,247 shares; 2025Q4: 5,301 shares; 2026Q1: 5,361 shares 5,361 $702K 0.06% +60 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: 3,927 shares; 2024Q4: 3,086 shares; 2025Q1: 3,036 shares; 2025Q2: 3,074 shares; 2025Q3: 3,094 shares; 2025Q4: 2,822 shares; 2026Q1: 2,859 shares 2,859 $699K 0.06% +37 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 10,192 shares; 2025Q3: 10,192 shares; 2025Q4: 10,192 shares; 2026Q1: 10,232 shares 10,232 $686K 0.06% +40 Timeline JEPQ 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: 200 shares; 2024Q4: 509 shares; 2025Q1: 2,536 shares; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 9,306 shares; 2026Q1: 12,037 shares 12,037 $668K 0.06% +2,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,773 shares; 2025Q4: 3,791 shares; 2026Q1: 1,998 shares 1,998 $657K 0.06% -1,793 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: not reported; 2024Q4: 435 shares; 2025Q1: 866 shares; 2025Q2: 1,415 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $654K 0.06% 0 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: 160 shares; 2024Q4: 143 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 152 shares 152 $642K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,148 shares; 2025Q4: 3,177 shares; 2026Q1: 3,209 shares 3,209 $639K 0.05% +32 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: 1,410 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,376 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,409 shares 1,409 $626K 0.05% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,323 shares; 2025Q2: 5,363 shares; 2025Q3: 7,263 shares; 2025Q4: 7,263 shares; 2026Q1: 7,263 shares 7,263 $613K 0.05% 0 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 20,239 shares; 2025Q1: 20,239 shares; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares; 2026Q1: 20,239 shares 20,239 $604K 0.05% 0 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: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,084 shares; 2026Q1: 5,973 shares 5,973 $593K 0.05% -111 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: 2,346 shares; 2024Q4: 2,056 shares; 2025Q1: 2,591 shares; 2025Q2: 2,455 shares; 2025Q3: 2,249 shares; 2025Q4: 1,929 shares; 2026Q1: 1,902 shares 1,902 $591K 0.05% -27 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: 3,412 shares; 2024Q4: 2,656 shares; 2025Q1: 2,444 shares; 2025Q2: 2,459 shares; 2025Q3: 2,570 shares; 2025Q4: 2,597 shares; 2026Q1: 2,684 shares 2,684 $584K 0.05% +87 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: 707 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 1,241 shares; 2025Q3: 1,213 shares; 2025Q4: 2,419 shares; 2026Q1: 2,704 shares 2,704 $571K 0.05% +285 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: 7,761 shares; 2024Q4: 15,858 shares; 2025Q1: 15,736 shares; 2025Q2: 21,249 shares; 2025Q3: 21,249 shares; 2025Q4: 21,780 shares; 2026Q1: 22,715 shares 22,715 $562K 0.05% +935 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: 10,042 shares; 2024Q4: 20,108 shares; 2025Q1: 20,131 shares; 2025Q2: 20,153 shares; 2025Q3: 20,503 shares; 2025Q4: 17,518 shares; 2026Q1: 17,817 shares 17,817 $558K 0.05% +299 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: 6,377 shares; 2024Q4: 6,145 shares; 2025Q1: 3,697 shares; 2025Q2: 3,793 shares; 2025Q3: 3,871 shares; 2025Q4: 3,806 shares; 2026Q1: 3,785 shares 3,785 $555K 0.05% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 948 shares; 2025Q4: 893 shares; 2026Q1: 5,497 shares 5,497 $553K 0.05% +4,604 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: 642 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 1,511 shares; 2025Q3: 1,614 shares; 2025Q4: 1,648 shares; 2026Q1: 1,244 shares 1,244 $543K 0.05% -404 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 136,052 shares; 2025Q4: 136,052 shares; 2026Q1: 136,052 shares 136,052 $528K 0.05% 0 Timeline BBEU 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: 7,368 shares; 2024Q4: 7,249 shares; 2025Q1: 7,249 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 7,249 shares; 2026Q1: 7,249 shares 7,249 $525K 0.04% 0 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: 6,477 shares; 2024Q4: 6,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,254 shares; 2026Q1: 4,279 shares 4,279 $508K 0.04% +25 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: 3,679 shares; 2024Q4: 4,235 shares; 2025Q1: 4,264 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,350 shares; 2026Q1: 4,379 shares 4,379 $507K 0.04% +29 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,287 shares; 2025Q1: 1,588 shares; 2025Q2: 3,028 shares; 2025Q3: 3,039 shares; 2025Q4: 2,650 shares; 2026Q1: 2,632 shares 2,632 $505K 0.04% -18 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: not reported; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,472 shares; 2026Q1: 3,480 shares 3,480 $496K 0.04% +8 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,554 shares; 2025Q3: 3,367 shares; 2025Q4: 3,367 shares; 2026Q1: 3,347 shares 3,347 $488K 0.04% -20 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: 3,665 shares; 2024Q4: 3,669 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,242 shares; 2025Q4: 3,251 shares; 2026Q1: 3,281 shares 3,281 $476K 0.04% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,657 shares; 2025Q4: 7,757 shares; 2026Q1: 7,815 shares 7,815 $474K 0.04% +58 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,283 shares; 2025Q1: 1,277 shares; 2025Q2: 1,294 shares; 2025Q3: 1,295 shares; 2025Q4: 1,305 shares; 2026Q1: 1,335 shares 1,335 $470K 0.04% +30 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 832 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 5,902 shares 5,902 $464K 0.04% +5,201 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: 498 shares; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 557 shares; 2025Q4: 529 shares; 2026Q1: 530 shares 530 $459K 0.04% +1 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 12,305 shares; 2026Q1: 11,896 shares 11,896 $457K 0.04% -409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,885 shares; 2026Q1: 1,908 shares 1,908 $451K 0.04% +23 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: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,213 shares 1,213 $450K 0.04% -4 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: 9,986 shares; 2024Q4: 9,945 shares; 2025Q1: 10,059 shares; 2025Q2: 9,908 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares; 2026Q1: 4,458 shares 4,458 $449K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 672 shares; 2025Q1: 662 shares; 2025Q2: 583 shares; 2025Q3: 580 shares; 2025Q4: 493 shares; 2026Q1: 509 shares 509 $444K 0.04% +16 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,731 shares; 2025Q3: 11,790 shares; 2025Q4: 11,825 shares; 2026Q1: 11,801 shares 11,801 $439K 0.04% -24 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: 2,460 shares; 2024Q4: 2,357 shares; 2025Q1: 2,332 shares; 2025Q2: 2,338 shares; 2025Q3: 2,263 shares; 2025Q4: 2,240 shares; 2026Q1: 2,256 shares 2,256 $438K 0.04% +16 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 986 shares; 2025Q3: 1,140 shares; 2025Q4: 947 shares; 2026Q1: 941 shares 941 $436K 0.04% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 858 shares 858 $422K 0.04% +2 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,082 shares; 2025Q1: 2,057 shares; 2025Q2: 2,116 shares; 2025Q3: 2,014 shares; 2025Q4: 2,020 shares; 2026Q1: 2,031 shares 2,031 $421K 0.04% +11 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: 851 shares; 2024Q4: 1,464 shares; 2025Q1: 1,539 shares; 2025Q2: 1,196 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares 1,879 $401K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,165 shares; 2025Q1: 10,308 shares; 2025Q2: 9,292 shares; 2025Q3: 9,441 shares; 2025Q4: 8,489 shares; 2026Q1: 8,507 shares 8,507 $400K 0.03% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 2,285 shares; 2026Q1: 1,223 shares 1,223 $392K 0.03% -1,062 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 5,593 shares; 2025Q1: 5,658 shares; 2025Q2: 5,731 shares; 2025Q3: 5,796 shares; 2025Q4: 5,855 shares; 2026Q1: 5,916 shares 5,916 $390K 0.03% +61 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: 323 shares; 2024Q4: 311 shares; 2025Q1: 340 shares; 2025Q2: 329 shares; 2025Q3: 441 shares; 2025Q4: 450 shares; 2026Q1: 458 shares 458 $387K 0.03% +8 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: 1,178 shares; 2024Q4: 607 shares; 2025Q1: 616 shares; 2025Q2: 603 shares; 2025Q3: 1,063 shares; 2025Q4: 1,115 shares; 2026Q1: 1,139 shares 1,139 $385K 0.03% +24 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 818 shares; 2025Q1: 756 shares; 2025Q2: 770 shares; 2025Q3: 2,284 shares; 2025Q4: 2,465 shares; 2026Q1: 2,608 shares 2,608 $381K 0.03% +143 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 5,258 shares; 2025Q1: 2,785 shares; 2025Q2: 1,650 shares; 2025Q3: 1,684 shares; 2025Q4: 3,626 shares; 2026Q1: 6,222 shares 6,222 $381K 0.03% +2,596 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: 1,070 shares; 2024Q4: 2,138 shares; 2025Q1: 1,949 shares; 2025Q2: 2,125 shares; 2025Q3: 2,227 shares; 2025Q4: 2,242 shares; 2026Q1: 2,368 shares 2,368 $380K 0.03% +126 Timeline EPI 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: 11,431 shares; 2024Q4: 11,431 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 9,150 shares 9,150 $373K 0.03% +2,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 736 shares; 2026Q1: 752 shares 752 $373K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 2,237 shares; 2026Q1: 2,258 shares 2,258 $372K 0.03% +21 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: 572 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 525 shares; 2025Q3: 640 shares; 2025Q4: 650 shares; 2026Q1: 675 shares 675 $363K 0.03% +25 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 893 shares; 2026Q1: 910 shares 910 $362K 0.03% +17 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: 1,110,692 shares; 2024Q4: 20,426 shares; 2025Q1: 20,426 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares; 2026Q1: 1,788 shares 1,788 $360K 0.03% -1,500 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: 1,127 shares; 2024Q4: 1,040 shares; 2025Q1: 1,045 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,045 shares; 2026Q1: 1,082 shares 1,082 $355K 0.03% +37 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: 14,687 shares; 2024Q4: 14,417 shares; 2025Q1: 7,217 shares; 2025Q2: 7,217 shares; 2025Q3: 7,894 shares; 2025Q4: 7,378 shares; 2026Q1: 7,182 shares 7,182 $355K 0.03% -196 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,264 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares 3,549 $345K 0.03% 0 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: 14,470 shares; 2024Q4: 13,217 shares; 2025Q1: 13,103 shares; 2025Q2: 13,319 shares; 2025Q3: 11,918 shares; 2025Q4: 12,253 shares; 2026Q1: 12,286 shares 12,286 $345K 0.03% +33 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,225 shares; 2025Q1: 1,229 shares; 2025Q2: 1,225 shares; 2025Q3: 1,442 shares; 2025Q4: 1,458 shares; 2026Q1: 1,503 shares 1,503 $340K 0.03% +45 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: 2,943 shares; 2025Q4: 3,006 shares; 2026Q1: 2,988 shares 2,988 $339K 0.03% -18 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: 4,691 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,635 shares; 2025Q3: 3,498 shares; 2025Q4: 3,530 shares; 2026Q1: 3,624 shares 3,624 $337K 0.03% +94 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 2,473 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares 6,545 $333K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 502 shares; 2025Q1: 7,316 shares; 2025Q2: 792 shares; 2025Q3: 1,148 shares; 2025Q4: 8,179 shares; 2026Q1: 8,347 shares 8,347 $321K 0.03% +168 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares; 2026Q1: 7,546 shares 7,546 $311K 0.03% 0 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: 87 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 92 shares 92 $311K 0.03% -2 Timeline INDA 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: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,623 shares 6,623 $310K 0.03% new 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: 116 shares; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 634 shares; 2025Q3: 1,313 shares; 2025Q4: 1,833 shares; 2026Q1: 4,002 shares 4,002 $306K 0.03% +2,169 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,497 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares; 2026Q1: 11,115 shares 11,115 $299K 0.03% 0 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: 3,618 shares; 2024Q4: 3,518 shares; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,090 shares; 2025Q4: 3,110 shares; 2026Q1: 3,056 shares 3,056 $295K 0.03% -54 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 973 shares; 2025Q3: 980 shares; 2025Q4: 956 shares; 2026Q1: 926 shares 926 $295K 0.03% -30 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: 3,491 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186 $292K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares 2,111 $292K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 4,146 shares; 2025Q4: 4,178 shares; 2026Q1: 3,746 shares 3,746 $291K 0.02% -432 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,220 shares; 2025Q1: 1,231 shares; 2025Q2: 1,270 shares; 2025Q3: 1,226 shares; 2025Q4: 1,228 shares; 2026Q1: 1,260 shares 1,260 $290K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 3,415 shares; 2026Q1: 3,558 shares 3,558 $283K 0.02% +143 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: 2,995 shares; 2024Q4: 2,461 shares; 2025Q1: 2,409 shares; 2025Q2: 2,091 shares; 2025Q3: 1,871 shares; 2025Q4: 1,919 shares; 2026Q1: 1,815 shares 1,815 $282K 0.02% -104 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: 791 shares; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 785 shares; 2025Q3: 774 shares; 2025Q4: 777 shares; 2026Q1: 789 shares 789 $281K 0.02% +12 Timeline IQDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 12,722 shares; 2025Q4: 12,722 shares; 2026Q1: 8,707 shares 8,707 $276K 0.02% -4,015 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: 452 shares; 2024Q4: 154 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 677 shares; 2025Q4: 684 shares; 2026Q1: 705 shares 705 $275K 0.02% +21 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 7,039 shares; 2025Q1: 7,054 shares; 2025Q2: 7,113 shares; 2025Q3: 7,083 shares; 2025Q4: 7,097 shares; 2026Q1: 7,112 shares 7,112 $272K 0.02% +15 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares; 2026Q1: 4,698 shares 4,698 $271K 0.02% +647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $269K 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 716 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,215 shares 1,215 $264K 0.02% +18 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,534 shares; 2025Q1: 2,548 shares; 2025Q2: 2,564 shares; 2025Q3: 2,580 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares 2,596 $262K 0.02% 0 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: 515 shares; 2024Q4: 419 shares; 2025Q1: 415 shares; 2025Q2: 437 shares; 2025Q3: 419 shares; 2025Q4: 420 shares; 2026Q1: 430 shares 430 $260K 0.02% +10 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 2,642 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,596 shares; 2025Q4: 1,896 shares; 2026Q1: 1,485 shares 1,485 $251K 0.02% -411 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: 1,705 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,705 shares; 2025Q3: 1,724 shares; 2025Q4: 1,736 shares; 2026Q1: 1,608 shares 1,608 $250K 0.02% -128 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $248K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $245K 0.02% 0 Timeline FNDB 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: 2,948 shares; 2024Q4: 8,843 shares; 2025Q1: 8,843 shares; 2025Q2: 8,843 shares; 2025Q3: 8,843 shares; 2025Q4: 8,843 shares; 2026Q1: 8,843 shares 8,843 $241K 0.02% 0 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: 1,647 shares; 2024Q4: 1,202 shares; 2025Q1: 1,110 shares; 2025Q2: 1,018 shares; 2025Q3: 1,193 shares; 2025Q4: 1,221 shares; 2026Q1: 1,259 shares 1,259 $235K 0.02% +38 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 964 shares; 2025Q2: 3,913 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,180 shares 1,180 $232K 0.02% +30 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: 896 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 2,128 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares; 2026Q1: 1,562 shares 1,562 $231K 0.02% -41 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: 3,161 shares; 2024Q4: 1,754 shares; 2025Q1: 1,763 shares; 2025Q2: 1,859 shares; 2025Q3: 7,630 shares; 2025Q4: 7,705 shares; 2026Q1: 7,918 shares 7,918 $227K 0.02% +213 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,966 shares; 2024Q4: 19,966 shares; 2025Q1: 11,966 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 12,432 shares; 2026Q1: 20,432 shares 20,432 $226K 0.02% +8,000 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: 87 shares; 2024Q4: 347 shares; 2025Q1: 348 shares; 2025Q2: 7,467 shares; 2025Q3: 7,698 shares; 2025Q4: 7,698 shares; 2026Q1: 7,699 shares 7,699 $224K 0.02% +1 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: 563 shares; 2024Q4: 400 shares; 2025Q1: 399 shares; 2025Q2: 392 shares; 2025Q3: 501 shares; 2025Q4: 504 shares; 2026Q1: 500 shares 500 $223K 0.02% -4 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares 3,009 $222K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares 4,640 $221K 0.02% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 3,082 shares; 2025Q1: 3,097 shares; 2025Q2: 3,112 shares; 2025Q3: 3,127 shares; 2025Q4: 3,140 shares; 2026Q1: 3,153 shares 3,153 $219K 0.02% +13 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 10,596 shares; 2026Q1: 10,550 shares 10,550 $218K 0.02% -46 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares 6,350 $218K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 700 shares; 2025Q1: 677 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 677 shares; 2026Q1: 689 shares 689 $198K 0.02% +12 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: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 868 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares 1,814 $198K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,448 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,394 shares 2,394 $198K 0.02% +80 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $198K 0.02% 0 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: not reported; 2024Q4: 678 shares; 2025Q1: 330 shares; 2025Q2: 333 shares; 2025Q3: 322 shares; 2025Q4: 435 shares; 2026Q1: 464 shares 464 $197K 0.02% +29 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 697 shares; 2025Q3: 757 shares; 2025Q4: 1,015 shares; 2026Q1: 2,227 shares 2,227 $196K 0.02% +1,212 Timeline IDEV 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: 565 shares; 2024Q4: 550 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares 2,327 $194K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 507 shares; 2026Q1: 537 shares 537 $192K 0.02% +30 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: 1,504 shares; 2024Q4: 1,387 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $192K 0.02% 0 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI 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: 37,744 shares; 2025Q4: not reported; 2026Q1: 31,150 shares 31,150 $189K 0.02% new 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: 1,420 shares; 2024Q4: 4,260 shares; 2025Q1: 4,260 shares; 2025Q2: 6,785 shares; 2025Q3: 6,785 shares; 2025Q4: 6,785 shares; 2026Q1: 6,785 shares 6,785 $189K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,568 shares; 2025Q4: 2,587 shares; 2026Q1: 2,572 shares 2,572 $186K 0.02% -15 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: 937 shares 937 $185K 0.02% new 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: 7,574 shares; 2024Q4: 5,718 shares; 2025Q1: 5,730 shares; 2025Q2: 6,287 shares; 2025Q3: 6,189 shares; 2025Q4: 6,333 shares; 2026Q1: 6,298 shares 6,298 $183K 0.02% -35 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,688 shares; 2025Q1: 1,696 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $180K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 3,171 shares; 2026Q1: 3,421 shares 3,421 $172K 0.01% +250 Timeline ILCG 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: 1,875 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $166K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563 $166K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 1,178 shares; 2026Q1: 1,203 shares 1,203 $164K 0.01% +25 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,400 shares; 2025Q3: 1,423 shares; 2025Q4: 1,430 shares; 2026Q1: 1,436 shares 1,436 $161K 0.01% +6 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: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 1,999 shares; 2026Q1: 2,019 shares 2,019 $161K 0.01% +20 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,543 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 11,543 shares; 2025Q4: 11,543 shares; 2026Q1: 11,543 shares 11,543 $160K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,047 shares; 2026Q1: 9,293 shares 9,293 $160K 0.01% +246 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $158K 0.01% 0 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: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $157K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 708 shares; 2025Q1: 700 shares; 2025Q2: 965 shares; 2025Q3: 1,125 shares; 2025Q4: 1,142 shares; 2026Q1: 1,175 shares 1,175 $154K 0.01% +33 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 1,771 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $153K 0.01% 0 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: 1,440 shares; 2024Q4: 988 shares; 2025Q1: 1,021 shares; 2025Q2: 989 shares; 2025Q3: 1,031 shares; 2025Q4: 1,060 shares; 2026Q1: 1,145 shares 1,145 $151K 0.01% +85 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: 2,257 shares; 2024Q4: 1,472 shares; 2025Q1: 738 shares; 2025Q2: 875 shares; 2025Q3: 1,950 shares; 2025Q4: 2,079 shares; 2026Q1: 2,098 shares 2,098 $151K 0.01% +19 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 5,089 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 5,089 shares; 2026Q1: 5,089 shares 5,089 $150K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $148K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 652 shares; 2026Q1: 550 shares 550 $147K 0.01% -102 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,133 shares; 2025Q1: 929 shares; 2025Q2: 936 shares; 2025Q3: 942 shares; 2025Q4: 951 shares; 2026Q1: 957 shares 957 $145K 0.01% +6 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,093 shares; 2025Q1: 3,093 shares; 2025Q2: 3,093 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares 3,093 $144K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 535 shares; 2025Q2: 537 shares; 2025Q3: 684 shares; 2025Q4: 604 shares; 2026Q1: 598 shares 598 $143K 0.01% -6 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares 4,845 $143K 0.01% 0 Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS 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: 9,000 shares 9,000 $141K 0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares 1,810 $138K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $136K 0.01% 0 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: 687 shares; 2025Q3: 650 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $135K 0.01% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $135K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 4,082 shares; 2026Q1: 4,082 shares 4,082 $134K 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: 5,000 shares; 2024Q4: 5,011 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $133K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 441 shares; 2025Q4: 387 shares; 2026Q1: 526 shares 526 $132K 0.01% +139 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 250 shares; 2025Q1: 230 shares; 2025Q2: 228 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 193 shares 193 $132K 0.01% -32 Timeline DBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,748 shares 4,748 $130K 0.01% new Timeline PXF 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: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares 1,841 $129K 0.01% 0 Timeline MINT 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: 1,685 shares; 2024Q4: 1,692 shares; 2025Q1: 1,699 shares; 2025Q2: 2,641 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 1,270 shares 1,270 $128K 0.01% -1,306 Timeline HEI-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $126K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 424 shares; 2025Q3: 452 shares; 2025Q4: 453 shares; 2026Q1: 452 shares 452 $126K 0.01% -1 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,052 shares; 2025Q1: 2,088 shares; 2025Q2: 2,127 shares; 2025Q3: 2,167 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares 2,211 $126K 0.01% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $125K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,605 shares 1,605 $124K 0.01% +254 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares 1,741 $123K 0.01% 0 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: 277 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 270 shares; 2026Q1: 295 shares 295 $123K 0.01% +25 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares 4,577 $123K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 130 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 111 shares 111 $121K 0.01% +1 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 2,082 shares; 2025Q4: 2,096 shares; 2026Q1: 2,115 shares 2,115 $120K 0.01% +19 Timeline GWX 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: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 2,829 shares 2,829 $119K 0.01% +900 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,207 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares 2,197 $119K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 1,007 shares; 2026Q1: 1,005 shares 1,005 $119K 0.01% -2 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 505 shares; 2025Q3: 513 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $118K 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: 878 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 570 shares; 2025Q3: 551 shares; 2025Q4: 558 shares; 2026Q1: 568 shares 568 $118K 0.01% +10 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 620 shares; 2025Q1: 605 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $118K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 797 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $118K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,097 shares; 2025Q1: 960 shares; 2025Q2: 1,075 shares; 2025Q3: 1,264 shares; 2025Q4: 1,390 shares; 2026Q1: 2,197 shares 2,197 $116K 0.01% +807 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: 371 shares; 2024Q4: 221 shares; 2025Q1: 217 shares; 2025Q2: 219 shares; 2025Q3: 221 shares; 2025Q4: 232 shares; 2026Q1: 250 shares 250 $115K 0.01% +18 Timeline ATEX ANTERIX INC More: the full row for ANTERIX 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: 3,000 shares 3,000 $115K 0.01% new Timeline RWK 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: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $113K 0.01% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 2,510 shares; 2025Q1: 3,830 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 2,750 shares; 2026Q1: 2,350 shares 2,350 $113K 0.01% -400 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: 338 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 310 shares; 2025Q3: 367 shares; 2025Q4: 374 shares; 2026Q1: 384 shares 384 $112K 0.01% +10 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: 848 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,166 shares; 2026Q1: 1,174 shares 1,174 $111K 0.01% +8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,701 shares; 2025Q3: 1,595 shares; 2025Q4: 1,356 shares; 2026Q1: 1,337 shares 1,337 $109K 0.01% -19 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: 861 shares; 2024Q4: 629 shares; 2025Q1: 660 shares; 2025Q2: 704 shares; 2025Q3: 684 shares; 2025Q4: 696 shares; 2026Q1: 1,159 shares 1,159 $109K 0.01% +463 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: 1,675 shares; 2024Q4: 1,115 shares; 2025Q1: 584 shares; 2025Q2: 726 shares; 2025Q3: 700 shares; 2025Q4: 731 shares; 2026Q1: 781 shares 781 $109K 0.01% +50 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 235 shares; 2025Q4: 254 shares; 2026Q1: 267 shares 267 $109K 0.01% +13 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $109K 0.01% 0 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 3,242 shares 3,242 $107K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,257 shares; 2026Q1: 1,260 shares 1,260 $105K 0.01% +3 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: 955 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 839 shares; 2025Q3: 842 shares; 2025Q4: 405 shares; 2026Q1: 429 shares 429 $104K 0.01% +24 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 402 shares; 2026Q1: 416 shares 416 $104K 0.01% +14 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: 1,402 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,302 shares; 2025Q4: 1,356 shares; 2026Q1: 1,566 shares 1,566 $103K 0.01% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $103K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 5,711 shares; 2026Q1: 2,035 shares 2,035 $102K 0.01% -3,676 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $101K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,797 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $101K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $99.5K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $98.3K 0.01% 0 Timeline BBAX 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: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $98.3K 0.01% 0 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: 564 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 1,614 shares; 2025Q3: 2,052 shares; 2025Q4: 2,058 shares; 2026Q1: 2,061 shares 2,061 $98K 0.01% +3 Timeline MOAT 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: 2,133 shares; 2024Q4: 1,406 shares; 2025Q1: 1,182 shares; 2025Q2: 1,210 shares; 2025Q3: 1,182 shares; 2025Q4: 1,086 shares; 2026Q1: 1,011 shares 1,011 $97.8K 0.01% -75 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: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 438 shares; 2025Q4: 448 shares; 2026Q1: 468 shares 468 $96.6K 0.01% +20 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 50 shares 50 $95.7K 0.01% -3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,591 shares; 2026Q1: 1,063 shares 1,063 $95.2K 0.01% -528 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares 1,270 $94.6K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $94.1K 0.01% 0 Timeline NDLS NOODLES & CO More: the full row for NOODLES & 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: not reported; 2026Q1: 11,000 shares 11,000 $94K 0.01% new 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 146 shares; 2025Q2: 153 shares; 2025Q3: 801 shares; 2025Q4: 805 shares; 2026Q1: 841 shares 841 $93.7K 0.01% +36 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to 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: 2,500 shares 2,500 $92.7K 0.01% new Timeline LSF LAIRD SUPERFOOD INC More: the full row for LAIRD SUPERFOOD 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: 16,000 shares; 2026Q1: 43,002 shares 43,002 $92.5K 0.01% +27,002 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,602 shares; 2025Q1: 1,633 shares; 2025Q2: 1,601 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,593 shares 1,593 $91.8K 0.01% -26 Timeline IOO 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: 756 shares; 2026Q1: 756 shares 756 $91.5K 0.01% 0 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: 2,040 shares; 2024Q4: 1,836 shares; 2025Q1: 1,309 shares; 2025Q2: 1,312 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,460 shares 1,460 $91.4K 0.01% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 954 shares; 2026Q1: 871 shares 871 $89.4K 0.01% -83 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,583 shares 1,583 $89.1K 0.01% +47 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $88.8K 0.01% 0 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: not reported; 2024Q4: 617 shares; 2025Q1: 748 shares; 2025Q2: 754 shares; 2025Q3: 745 shares; 2025Q4: 717 shares; 2026Q1: 205 shares 205 $88.6K 0.01% -512 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 9,943 shares; 2025Q1: 9,943 shares; 2025Q2: 9,943 shares; 2025Q3: 9,943 shares; 2025Q4: not reported; 2026Q1: 9,943 shares 9,943 $88.3K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 64 shares; 2025Q4: 68 shares; 2026Q1: 64 shares 64 $88.3K 0.01% -4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 1,071 shares; 2026Q1: 355 shares 355 $86.3K 0.01% -716 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: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 513 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474 $86K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,108 shares; 2025Q1: 860 shares; 2025Q2: 807 shares; 2025Q3: 1,100 shares; 2025Q4: 1,111 shares; 2026Q1: 1,142 shares 1,142 $85.1K 0.01% +31 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,105 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $84K 0.01% 0 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: 2,255 shares; 2024Q4: 1,261 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 986 shares 986 $84K 0.01% -90 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: 590 shares; 2024Q4: 413 shares; 2025Q1: 424 shares; 2025Q2: 421 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 440 shares 440 $83.4K 0.01% +29 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: 278 shares; 2024Q4: 590 shares; 2025Q1: 182 shares; 2025Q2: 886 shares; 2025Q3: 958 shares; 2025Q4: 1,327 shares; 2026Q1: 850 shares 850 $83.2K 0.01% -477 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 243 shares; 2025Q4: 250 shares; 2026Q1: 283 shares 283 $82.8K 0.01% +33 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 13,000 shares; 2026Q1: 25,000 shares 25,000 $82.5K 0.01% +12,000 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares 2,277 $82.2K 0.01% 0 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $80.2K 0.01% 0 Timeline PGX 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: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 7,327 shares; 2025Q4: 7,327 shares; 2026Q1: 7,327 shares 7,327 $79.7K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 1,000 shares 1,000 $78.7K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 9,000 shares 9,000 $78.6K 0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $76.3K 0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,128 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $74.9K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $74.4K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 1,010 shares; 2026Q1: 985 shares 985 $74.1K 0.01% -25 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 77 shares 77 $73.8K 0.01% +9 Timeline DLPN DOLPHIN ENTMT INC More: the full row for DOLPHIN ENTMT 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: 15,000 shares; 2026Q1: 50,000 shares 50,000 $73.5K 0.01% +35,000 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 674 shares; 2025Q3: 706 shares; 2025Q4: 724 shares; 2026Q1: 1,212 shares 1,212 $72.9K 0.01% +488 Timeline DFEM 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: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares 2,084 $72K 0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $71.9K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 290 shares; 2025Q4: 292 shares; 2026Q1: 272 shares 272 $70.8K 0.01% -20 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: 627 shares; 2024Q4: 10 shares; 2025Q1: 83 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $70.3K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 680 shares; 2025Q1: 495 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $69.9K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 407 shares; 2026Q1: 403 shares 403 $69.6K 0.01% -4 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 364 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 269 shares; 2025Q4: 276 shares; 2026Q1: 281 shares 281 $69.4K 0.01% +5 Timeline PERF PERFECT CORP More: the full row for PERFECT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,963 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,000 shares 41,000 $69.3K 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 751 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $69K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $68.1K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares 1,355 $67.5K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $66.9K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $66.9K 0.01% 0 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: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 161 shares; 2026Q1: 714 shares 714 $66.1K 0.01% +553 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 607 shares; 2025Q2: 708 shares; 2025Q3: 798 shares; 2025Q4: 1,644 shares; 2026Q1: 1,428 shares 1,428 $65.5K 0.01% -216 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 640 shares; 2025Q2: 652 shares; 2025Q3: 640 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $64K 0.01% 0 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: 1,356 shares; 2024Q4: 400 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 400 shares; 2025Q4: 420 shares; 2026Q1: 482 shares 482 $63.7K 0.01% +62 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares 1,592 $63.4K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 188 shares; 2025Q1: 200 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $62.7K 0.01% 0 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $62.6K 0.01% 0 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: 2,580 shares; 2024Q4: 1,789 shares; 2025Q1: 1,625 shares; 2025Q2: 2,183 shares; 2025Q3: 1,552 shares; 2025Q4: 625 shares; 2026Q1: 820 shares 820 $62.4K 0.01% +195 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 861 shares 861 $61.3K 0.01% +18 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: 527 shares; 2026Q1: 527 shares 527 $60.8K 0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares; 2026Q1: 2,256 shares 2,256 $60.7K 0.01% 0 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: 537 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 163 shares; 2025Q4: 180 shares; 2026Q1: 204 shares 204 $60.3K 0.01% +24 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $58.5K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 194 shares; 2025Q4: 197 shares; 2026Q1: 214 shares 214 $58.3K <0.01% +17 Timeline ADSE ADS TEC ENERGY PLC More: the full row for ADS TEC ENERGY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $57.5K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,898 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 328 shares; 2025Q4: 418 shares; 2026Q1: 355 shares 355 $57.4K <0.01% -63 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,831 shares; 2025Q2: 1,833 shares; 2025Q3: 1,710 shares; 2025Q4: 870 shares; 2026Q1: 984 shares 984 $54.9K <0.01% +114 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $54.4K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 420 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $54.1K <0.01% 0 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $54.1K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,439 shares; 2026Q1: 1,463 shares 1,463 $53.8K <0.01% +24 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $53.6K <0.01% 0 Timeline SCHO 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: 2,209 shares; 2026Q1: 2,209 shares 2,209 $53.6K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: 505 shares; 2025Q2: 502 shares; 2025Q3: 500 shares; 2025Q4: 505 shares; 2026Q1: 524 shares 524 $53.5K <0.01% +19 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: 845 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $53.2K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $53.2K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 186 shares; 2025Q3: 117 shares; 2025Q4: 144 shares; 2026Q1: 249 shares 249 $53.2K <0.01% +105 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $53K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 746 shares; 2025Q1: 748 shares; 2025Q2: 3,019 shares; 2025Q3: 3,020 shares; 2025Q4: 3,021 shares; 2026Q1: 754 shares 754 $51.5K <0.01% -2,267 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $51K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 559 shares 559 $50.7K <0.01% +11 Timeline CNVS CINEVERSE CORP More: the full row for CINEVERSE 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: 21,000 shares 21,000 $50.4K <0.01% new 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: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 716 shares; 2026Q1: 729 shares 729 $49.7K <0.01% +13 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 1,055 shares; 2025Q4: 1,068 shares; 2026Q1: 1,055 shares 1,055 $48.3K <0.01% -13 Timeline ICOP 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: 1,010 shares 1,010 $48.1K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 257 shares; 2026Q1: 284 shares 284 $48K <0.01% +27 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $47.2K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 534 shares; 2026Q1: 750 shares 750 $44.4K <0.01% +216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 30 shares 30 $44.2K <0.01% +1 Timeline OPTX SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS 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: 6,000 shares 6,000 $42.2K <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: 409 shares; 2024Q4: 969 shares; 2025Q1: 268 shares; 2025Q2: 828 shares; 2025Q3: 904 shares; 2025Q4: 1,276 shares; 2026Q1: 739 shares 739 $41.8K <0.01% -537 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: 1,396 shares; 2024Q4: 1,087 shares; 2025Q1: 1,100 shares; 2025Q2: 535 shares; 2025Q3: 613 shares; 2025Q4: 621 shares; 2026Q1: 625 shares 625 $41.5K <0.01% +4 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 354 shares 354 $41.4K <0.01% -352 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $41.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 357 shares; 2025Q4: 360 shares; 2026Q1: 389 shares 389 $40.9K <0.01% +29 Timeline NRDY NERDY INC More: the full row for NERDY 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: 15,000 shares; 2026Q1: 50,000 shares 50,000 $40.8K <0.01% +35,000 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 368 shares; 2025Q4: 457 shares; 2026Q1: 366 shares 366 $40.6K <0.01% -91 Timeline OPTXW SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS 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: 37,000 shares 37,000 $40K <0.01% new Timeline DFIP 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: not reported; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $39.4K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 2 shares; 2025Q3: 122 shares; 2025Q4: 126 shares; 2026Q1: 171 shares 171 $39.4K <0.01% +45 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 12,799 shares; 2025Q3: 12,799 shares; 2025Q4: 12,799 shares; 2026Q1: 12,799 shares 12,799 $39.2K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 992 shares; 2026Q1: 864 shares 864 $38.6K <0.01% -128 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM 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: 1,999 shares 1,999 $37.8K <0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 277 shares; 2026Q1: 265 shares 265 $37.8K <0.01% -12 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $37.2K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956 shares; 2025Q4: 1,978 shares; 2026Q1: 1,120 shares 1,120 $37.2K <0.01% -858 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 739 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $36.9K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $36.4K <0.01% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 142 shares; 2026Q1: 181 shares 181 $36.1K <0.01% +39 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: 7 shares; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 450 shares; 2026Q1: 465 shares 465 $36K <0.01% +15 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: 588 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $36K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 260 shares 260 $35.7K <0.01% -111 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 86 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $35.2K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 150 shares; 2026Q1: 176 shares 176 $34.9K <0.01% +26 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: 191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $34.9K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 46 shares; 2026Q1: 63 shares 63 $34.6K <0.01% +17 Timeline CDZI CADIZ INC More: the full row for CADIZ 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: 7,000 shares 7,000 $34.4K <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 72 shares; 2025Q3: 70 shares; 2025Q4: 83 shares; 2026Q1: 109 shares 109 $34.3K <0.01% +26 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $34.2K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 247 shares; 2025Q1: 298 shares; 2025Q2: 273 shares; 2025Q3: 256 shares; 2025Q4: 304 shares; 2026Q1: 394 shares 394 $34.2K <0.01% +90 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,315 shares; 2026Q1: 779 shares 779 $34.1K <0.01% -536 Timeline VDC 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: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $33.7K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 394 shares; 2026Q1: 459 shares 459 $33.4K <0.01% +65 Timeline CMF 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 580 shares 580 $33K <0.01% -295 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 2,000 shares; 2026Q1: 3,000 shares 3,000 $32.9K <0.01% +1,000 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 60 shares; 2026Q1: 75 shares 75 $32.6K <0.01% +15 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 661 shares 661 $32.3K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 148 shares; 2025Q4: 164 shares; 2026Q1: 226 shares 226 $32.3K <0.01% +62 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 537 shares 537 $32.2K <0.01% +12 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 125 shares; 2025Q4: 157 shares; 2026Q1: 271 shares 271 $32.1K <0.01% +114 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 73 shares; 2026Q1: 106 shares 106 $32K <0.01% +33 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 129 shares; 2026Q1: 128 shares 128 $31.8K <0.01% -1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 140 shares; 2026Q1: 130 shares 130 $31.7K <0.01% -10 Timeline BCHT BIRCHTECH CORP More: the full row for BIRCHTECH 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: 16,600 shares 16,600 $31.5K <0.01% new Timeline VGIT 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: 6,253 shares; 2024Q4: 6,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $31.5K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 822 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $31.5K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 3,285 shares; 2025Q1: 2,470 shares; 2025Q2: 2,458 shares; 2025Q3: 2,599 shares; 2025Q4: 2,646 shares; 2026Q1: 2,709 shares 2,709 $31.3K <0.01% +63 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 50 shares; 2025Q2: 53 shares; 2025Q3: 162 shares; 2025Q4: 171 shares; 2026Q1: 207 shares 207 $31.2K <0.01% +36 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 44 shares 44 $30.9K <0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402 $30.1K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 148 shares; 2025Q1: 203 shares; 2025Q2: 164 shares; 2025Q3: 369 shares; 2025Q4: 420 shares; 2026Q1: 479 shares 479 $30.1K <0.01% +59 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,294 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 483 shares; 2025Q4: 420 shares; 2026Q1: 361 shares 361 $29.6K <0.01% -59 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,000 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares 2,384 $29.5K <0.01% 0 Timeline XBI 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 230 shares 230 $29.4K <0.01% +80 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $29.1K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 347 shares; 2026Q1: 347 shares 347 $28.8K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 81 shares; 2025Q4: 80 shares; 2026Q1: 75 shares 75 $28.8K <0.01% -5 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: 112 shares; 2024Q4: 37 shares; 2025Q1: 41 shares; 2025Q2: 37 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $28.7K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 59 shares 59 $28.6K <0.01% -1 Timeline XBP XBP GLOBAL HOLDINGS INC More: the full row for XBP GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $28.6K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 411 shares 411 $28.5K <0.01% +396 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 639 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $28.4K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 530 shares; 2026Q1: 535 shares 535 $27.8K <0.01% +5 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $27.5K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $27.5K <0.01% 0 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: 167 shares; 2024Q4: 86 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 168 shares; 2025Q4: 177 shares; 2026Q1: 200 shares 200 $27.4K <0.01% +23 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $27.4K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,034 shares 1,034 $27.3K <0.01% -152 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 67 shares; 2025Q4: 75 shares; 2026Q1: 109 shares 109 $27.3K <0.01% +34 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $27.3K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 356 shares 356 $27.1K <0.01% -3 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 521 shares; 2025Q4: 536 shares; 2026Q1: 231 shares 231 $27.1K <0.01% -305 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 300 shares 300 $27K <0.01% +95 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: 256 shares; 2024Q4: 110 shares; 2025Q1: 115 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 82 shares 82 $26.7K <0.01% -9 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 128 shares; 2025Q4: 147 shares; 2026Q1: 181 shares 181 $26.5K <0.01% +34 Timeline XT 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: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $26.2K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 94 shares; 2026Q1: 90 shares 90 $26.2K <0.01% -4 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $26.1K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $26.1K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $25.9K <0.01% 0 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: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $25.9K <0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 705 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $25.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,773 shares; 2026Q1: 1,120 shares 1,120 $25.7K <0.01% -653 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 299 shares; 2026Q1: 302 shares 302 $25K <0.01% +3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $24.9K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $24.9K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $24.8K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 283 shares; 2025Q4: 299 shares; 2026Q1: 300 shares 300 $24.7K <0.01% +1 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 590 shares; 2025Q4: 606 shares; 2026Q1: 164 shares 164 $24.6K <0.01% -442 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $24.2K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 1,870 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 370 shares 370 $23.9K <0.01% +17 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $23.9K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 103 shares; 2026Q1: 130 shares 130 $23.8K <0.01% +27 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: 284 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 54 shares; 2025Q3: 74 shares; 2025Q4: 86 shares; 2026Q1: 120 shares 120 $23.8K <0.01% +34 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $23.8K <0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561 $23.8K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST 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: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $23.7K <0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $23.7K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 180 shares; 2025Q4: 224 shares; 2026Q1: 273 shares 273 $23.5K <0.01% +49 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $23.5K <0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 205 shares; 2026Q1: 298 shares 298 $23.2K <0.01% +93 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 303 shares; 2026Q1: 291 shares 291 $23.1K <0.01% -12 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $23.1K <0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 851 shares 851 $23.1K <0.01% +122 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,273 shares; 2025Q1: 987 shares; 2025Q2: 1,000 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 2,291 shares 2,291 $23K <0.01% +1,086 Timeline FXI 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: 1,695 shares; 2025Q4: 1,440 shares; 2026Q1: 640 shares 640 $23K <0.01% -800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 143 shares; 2026Q1: 209 shares 209 $22.8K <0.01% +66 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: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,187 shares; 2025Q3: 5,169 shares; 2025Q4: 491 shares; 2026Q1: 491 shares 491 $22.7K <0.01% 0 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: 36 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 10 shares; 2025Q3: 41 shares; 2025Q4: 51 shares; 2026Q1: 81 shares 81 $22.5K <0.01% +30 Timeline CALX CALIX INC More: the full row for CALIX 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: 296 shares; 2025Q4: 326 shares; 2026Q1: 455 shares 455 $22.3K <0.01% +129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 117 shares; 2026Q1: 172 shares 172 $22.2K <0.01% +55 Timeline