CLOI 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: 192,287 shares; 2024Q4: 166,431 shares; 2025Q1: 166,431 shares; 2025Q2: 246,417 shares; 2025Q3: 253,678 shares; 2025Q4: 259,273 shares; 2026Q1: 259,309 shares 259,309 $13.7M 4.26% +36 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565,073 shares; 2024Q4: 1,339,828 shares; 2025Q1: 1,339,828 shares; 2025Q2: 1,243,234 shares; 2025Q3: 1,256,266 shares; 2025Q4: 1,278,866 shares; 2026Q1: 1,407,249 shares 1,407,249 $13.1M 4.08% +128,383 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: 163,084 shares; 2024Q4: 152,233 shares; 2025Q1: 152,233 shares; 2025Q2: 145,891 shares; 2025Q3: 153,327 shares; 2025Q4: 157,367 shares; 2026Q1: 133,679 shares 133,679 $13M 4.04% -23,688 Timeline UCON 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: 447,060 shares; 2024Q4: 379,516 shares; 2025Q1: 379,516 shares; 2025Q2: 353,683 shares; 2025Q3: 356,779 shares; 2025Q4: 359,545 shares; 2026Q1: 416,747 shares 416,747 $10.3M 3.22% +57,202 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: 34,719 shares; 2024Q4: 36,978 shares; 2025Q1: 36,978 shares; 2025Q2: 39,982 shares; 2025Q3: 42,120 shares; 2025Q4: 81,881 shares; 2026Q1: 77,531 shares 77,531 $10.3M 3.21% -4,350 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,674 shares; 2024Q4: 33,362 shares; 2025Q1: 33,362 shares; 2025Q2: 31,291 shares; 2025Q3: 30,309 shares; 2025Q4: 29,005 shares; 2026Q1: 26,832 shares 26,832 $9.86M 3.07% -2,173 Timeline LMBS 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: 216,611 shares; 2024Q4: 188,450 shares; 2025Q1: 188,450 shares; 2025Q2: 170,698 shares; 2025Q3: 173,032 shares; 2025Q4: 174,461 shares; 2026Q1: 186,130 shares 186,130 $9.27M 2.89% +11,669 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: 128,913 shares; 2024Q4: 134,850 shares; 2025Q1: 134,850 shares; 2025Q2: 131,958 shares; 2025Q3: 140,603 shares; 2025Q4: 143,571 shares; 2026Q1: 109,462 shares 109,462 $8.61M 2.68% -34,109 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: 92 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,927 shares 80,927 $7.68M 2.39% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,688 shares; 2024Q4: 76,319 shares; 2025Q1: 76,319 shares; 2025Q2: 70,767 shares; 2025Q3: 72,618 shares; 2025Q4: 74,116 shares; 2026Q1: 74,210 shares 74,210 $6.85M 2.13% +94 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,300 shares 270,300 $6.52M 2.03% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,510 shares; 2024Q4: 201,314 shares; 2025Q1: 201,314 shares; 2025Q2: 161,392 shares; 2025Q3: 160,694 shares; 2025Q4: 158,398 shares; 2026Q1: 226,821 shares 226,821 $6.51M 2.03% +68,423 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: 23,342 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 15,113 shares; 2025Q3: 15,076 shares; 2025Q4: 14,243 shares; 2026Q1: 11,095 shares 11,095 $6.4M 1.99% -3,148 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: 53,150 shares; 2024Q4: 46,826 shares; 2025Q1: 46,826 shares; 2025Q2: 46,003 shares; 2025Q3: 48,482 shares; 2025Q4: 48,379 shares; 2026Q1: 52,377 shares 52,377 $5.81M 1.81% +3,998 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 186,499 shares; 2026Q1: 172,319 shares 172,319 $4.99M 1.56% -14,180 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: 11,859 shares; 2024Q4: 9,360 shares; 2025Q1: 9,360 shares; 2025Q2: 8,313 shares; 2025Q3: 10,006 shares; 2025Q4: 10,564 shares; 2026Q1: 13,298 shares 13,298 $4.92M 1.53% +2,734 Timeline FIXD 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: 98,716 shares; 2024Q4: 81,131 shares; 2025Q1: 81,131 shares; 2025Q2: 77,179 shares; 2025Q3: 76,174 shares; 2025Q4: 76,839 shares; 2026Q1: 112,043 shares 112,043 $4.88M 1.52% +35,204 Timeline DSTL 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: 77,025 shares; 2024Q4: 65,680 shares; 2025Q1: 65,680 shares; 2025Q2: 65,897 shares; 2025Q3: 72,205 shares; 2025Q4: 83,862 shares; 2026Q1: 76,302 shares 76,302 $4.42M 1.38% -7,560 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: 10,318 shares; 2024Q4: 9,651 shares; 2025Q1: 9,651 shares; 2025Q2: 8,636 shares; 2025Q3: 8,722 shares; 2025Q4: 9,051 shares; 2026Q1: 9,755 shares 9,755 $4.16M 1.3% +704 Timeline QQEW 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: 52,230 shares; 2024Q4: 49,534 shares; 2025Q1: 49,534 shares; 2025Q2: 48,973 shares; 2025Q3: 53,179 shares; 2025Q4: 56,737 shares; 2026Q1: 31,183 shares 31,183 $3.96M 1.23% -25,554 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: 60,537 shares; 2024Q4: 53,289 shares; 2025Q1: 53,289 shares; 2025Q2: 51,311 shares; 2025Q3: 53,066 shares; 2025Q4: 51,735 shares; 2026Q1: 39,710 shares 39,710 $3.89M 1.21% -12,025 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: 26,642 shares; 2025Q1: 26,642 shares; 2025Q2: 35,388 shares; 2025Q3: 34,848 shares; 2025Q4: 18,554 shares; 2026Q1: 17,564 shares 17,564 $3.75M 1.17% -990 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: 33,530 shares; 2024Q4: 21,873 shares; 2025Q1: 21,873 shares; 2025Q2: 21,159 shares; 2025Q3: 24,204 shares; 2025Q4: 23,156 shares; 2026Q1: 25,110 shares 25,110 $3.68M 1.15% +1,954 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: 21,713 shares; 2024Q4: 18,228 shares; 2025Q1: 18,228 shares; 2025Q2: 32,519 shares; 2025Q3: 33,490 shares; 2025Q4: 40,450 shares; 2026Q1: 48,373 shares 48,373 $3.68M 1.15% +7,923 Timeline HYLS 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: 80,288 shares; 2024Q4: 66,151 shares; 2025Q1: 66,151 shares; 2025Q2: 63,102 shares; 2025Q3: 62,297 shares; 2025Q4: 62,301 shares; 2026Q1: 88,982 shares 88,982 $3.61M 1.12% +26,681 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: 22,490 shares; 2024Q4: 17,818 shares; 2025Q1: 17,818 shares; 2025Q2: 14,526 shares; 2025Q3: 14,424 shares; 2025Q4: 12,101 shares; 2026Q1: 12,373 shares 12,373 $3.56M 1.11% +272 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: 1,541 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 1,482 shares; 2025Q3: 1,513 shares; 2025Q4: 24,315 shares; 2026Q1: 36,753 shares 36,753 $3.53M 1.1% +12,438 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: 15,900 shares; 2024Q4: 10,226 shares; 2025Q1: 10,226 shares; 2025Q2: 14,189 shares; 2025Q3: 12,023 shares; 2025Q4: 32,213 shares; 2026Q1: 32,150 shares 32,150 $3.5M 1.09% -63 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,593 shares; 2024Q4: 171,146 shares; 2025Q1: 171,146 shares; 2025Q2: 101,249 shares; 2025Q3: 105,088 shares; 2025Q4: 108,647 shares; 2026Q1: 100,599 shares 100,599 $3.43M 1.07% -8,048 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: 33,415 shares; 2024Q4: 23,274 shares; 2025Q1: 23,274 shares; 2025Q2: 14,218 shares; 2025Q3: 14,949 shares; 2025Q4: 14,911 shares; 2026Q1: 16,308 shares 16,308 $3.4M 1.06% +1,397 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 11,914 shares; 2025Q1: 11,914 shares; 2025Q2: 9,455 shares; 2025Q3: 9,414 shares; 2025Q4: 8,720 shares; 2026Q1: 9,945 shares 9,945 $3.16M 0.99% +1,225 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: 38,760 shares; 2024Q4: 34,906 shares; 2025Q1: 34,906 shares; 2025Q2: 35,443 shares; 2025Q3: 38,499 shares; 2025Q4: 42,175 shares; 2026Q1: 31,578 shares 31,578 $3.05M 0.95% -10,597 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: 3,898 shares; 2024Q4: 10,348 shares; 2025Q1: 10,348 shares; 2025Q2: 14,531 shares; 2025Q3: 14,465 shares; 2025Q4: 10,602 shares; 2026Q1: 11,851 shares 11,851 $2.97M 0.93% +1,249 Timeline SDVY 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: 108,159 shares; 2024Q4: 85,464 shares; 2025Q1: 85,464 shares; 2025Q2: 82,114 shares; 2025Q3: 79,359 shares; 2025Q4: 77,938 shares; 2026Q1: 73,270 shares 73,270 $2.89M 0.9% -4,668 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,090 shares; 2025Q1: 52,090 shares; 2025Q2: 172,656 shares; 2025Q3: 173,517 shares; 2025Q4: 115,267 shares; 2026Q1: 154,862 shares 154,862 $2.81M 0.87% +39,595 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: 51,943 shares; 2024Q4: 20,840 shares; 2025Q1: 20,840 shares; 2025Q2: 11,155 shares; 2025Q3: 11,868 shares; 2025Q4: 11,400 shares; 2026Q1: 11,033 shares 11,033 $2.8M 0.87% -367 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: 15,883 shares; 2024Q4: 12,662 shares; 2025Q1: 12,662 shares; 2025Q2: 9,053 shares; 2025Q3: 8,956 shares; 2025Q4: 7,518 shares; 2026Q1: 8,658 shares 8,658 $2.68M 0.83% +1,140 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 8,914 shares; 2025Q3: 9,078 shares; 2025Q4: 12,722 shares; 2026Q1: 16,611 shares 16,611 $2.61M 0.81% +3,889 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,647 shares; 2024Q4: 84,247 shares; 2025Q1: 84,247 shares; 2025Q2: 110,923 shares; 2025Q3: 116,644 shares; 2025Q4: 122,763 shares; 2026Q1: 110,428 shares 110,428 $2.56M 0.8% -12,335 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,718 shares; 2026Q1: 11,486 shares 11,486 $2.4M 0.75% +2,768 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: 69,954 shares; 2024Q4: 83,692 shares; 2025Q1: 83,692 shares; 2025Q2: 79,466 shares; 2025Q3: 83,930 shares; 2025Q4: 85,700 shares; 2026Q1: 48,626 shares 48,626 $2.4M 0.75% -37,074 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: 20,287 shares; 2024Q4: 15,492 shares; 2025Q1: 15,492 shares; 2025Q2: 11,493 shares; 2025Q3: 11,645 shares; 2025Q4: 11,738 shares; 2026Q1: 14,812 shares 14,812 $2.37M 0.74% +3,074 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 18 shares; 2026Q1: 8,862 shares 8,862 $2.35M 0.73% +8,844 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: 9,531 shares; 2024Q4: 7,177 shares; 2025Q1: 7,177 shares; 2025Q2: 5,344 shares; 2025Q3: 5,455 shares; 2025Q4: 5,884 shares; 2026Q1: 7,646 shares 7,646 $2.31M 0.72% +1,762 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: 6,475 shares; 2024Q4: 6,474 shares; 2025Q1: 6,474 shares; 2025Q2: 6,444 shares; 2025Q3: 6,484 shares; 2025Q4: 6,445 shares; 2026Q1: 6,440 shares 6,440 $2.3M 0.72% -5 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: 38,355 shares; 2024Q4: 14,918 shares; 2025Q1: 14,918 shares; 2025Q2: 11,409 shares; 2025Q3: 12,224 shares; 2025Q4: 12,732 shares; 2026Q1: 27,918 shares 27,918 $2.29M 0.71% +15,186 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 10,065 shares; 2025Q1: 10,065 shares; 2025Q2: 9,671 shares; 2025Q3: 9,935 shares; 2025Q4: 9,640 shares; 2026Q1: 10,198 shares 10,198 $2.23M 0.69% +558 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: 17,980 shares; 2024Q4: 15,136 shares; 2025Q1: 15,136 shares; 2025Q2: 14,284 shares; 2025Q3: 16,898 shares; 2025Q4: 15,165 shares; 2026Q1: 13,405 shares 13,405 $2.17M 0.68% -1,760 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: 3,424 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 20,265 shares; 2025Q3: 20,670 shares; 2025Q4: 21,999 shares; 2026Q1: 27,687 shares 27,687 $2.15M 0.67% +5,688 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: 25,555 shares; 2024Q4: 25,829 shares; 2025Q1: 25,829 shares; 2025Q2: 22,844 shares; 2025Q3: 22,662 shares; 2025Q4: 23,390 shares; 2026Q1: 30,817 shares 30,817 $2.1M 0.66% +7,427 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: 26,857 shares; 2024Q4: 22,312 shares; 2025Q1: 22,312 shares; 2025Q2: 15,907 shares; 2025Q3: 16,085 shares; 2025Q4: 16,780 shares; 2026Q1: 27,946 shares 27,946 $2.01M 0.63% +11,166 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: 8,655 shares; 2024Q4: 8,621 shares; 2025Q1: 8,621 shares; 2025Q2: 10,586 shares; 2025Q3: 10,555 shares; 2025Q4: 6,746 shares; 2026Q1: 9,750 shares 9,750 $1.98M 0.62% +3,004 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 9,254 shares; 2025Q1: 9,254 shares; 2025Q2: 7,247 shares; 2025Q3: 7,445 shares; 2025Q4: 9,098 shares; 2026Q1: 15,216 shares 15,216 $1.98M 0.62% +6,118 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 9,035 shares; 2025Q3: 8,994 shares; 2025Q4: 7,064 shares; 2026Q1: 8,571 shares 8,571 $1.98M 0.62% +1,507 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: 14,059 shares; 2024Q4: 11,449 shares; 2025Q1: 11,449 shares; 2025Q2: 9,581 shares; 2025Q3: 9,782 shares; 2025Q4: 10,497 shares; 2026Q1: 14,912 shares 14,912 $1.92M 0.6% +4,415 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,049 shares; 2025Q1: 19,049 shares; 2025Q2: 19,245 shares; 2025Q3: 19,785 shares; 2025Q4: 18,690 shares; 2026Q1: 17,392 shares 17,392 $1.88M 0.59% -1,298 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,666 shares; 2025Q3: 57,463 shares; 2025Q4: 63,597 shares; 2026Q1: 59,512 shares 59,512 $1.8M 0.56% -4,085 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 17,579 shares; 2025Q1: 17,579 shares; 2025Q2: 16,818 shares; 2025Q3: 17,487 shares; 2025Q4: 17,944 shares; 2026Q1: 25,858 shares 25,858 $1.79M 0.56% +7,914 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,241 shares; 2025Q4: 4,707 shares; 2026Q1: 7,180 shares 7,180 $1.72M 0.54% +2,473 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: 6,493 shares; 2024Q4: 4,849 shares; 2025Q1: 4,849 shares; 2025Q2: 4,834 shares; 2025Q3: 4,922 shares; 2025Q4: 4,949 shares; 2026Q1: 5,084 shares 5,084 $1.67M 0.52% +135 Timeline FTCS 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: 26,999 shares; 2024Q4: 20,080 shares; 2025Q1: 20,080 shares; 2025Q2: 19,894 shares; 2025Q3: 19,308 shares; 2025Q4: 19,017 shares; 2026Q1: 17,735 shares 17,735 $1.65M 0.51% -1,282 Timeline GLOF 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: 48,739 shares; 2024Q4: 36,364 shares; 2025Q1: 36,364 shares; 2025Q2: 36,230 shares; 2025Q3: 34,884 shares; 2025Q4: 33,383 shares; 2026Q1: 31,457 shares 31,457 $1.64M 0.51% -1,926 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to 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: 78,380 shares 78,380 $1.5M 0.47% new 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: 24,636 shares; 2024Q4: 17,637 shares; 2025Q1: 17,637 shares; 2025Q2: 12,550 shares; 2025Q3: 13,255 shares; 2025Q4: 16,276 shares; 2026Q1: 23,714 shares 23,714 $1.49M 0.46% +7,438 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to 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: 24,706 shares; 2026Q1: 27,093 shares 27,093 $1.41M 0.44% +2,387 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: 8,186 shares; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 4,168 shares; 2025Q3: 4,435 shares; 2025Q4: 4,403 shares; 2026Q1: 4,409 shares 4,409 $1.4M 0.44% +6 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: 11,020 shares; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,147 shares; 2025Q3: 7,924 shares; 2025Q4: 7,582 shares; 2026Q1: 7,007 shares 7,007 $1.34M 0.42% -575 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: 872 shares; 2024Q4: 7,383 shares; 2025Q1: 7,383 shares; 2025Q2: 8,798 shares; 2025Q3: 8,571 shares; 2025Q4: 10,188 shares; 2026Q1: 14,484 shares 14,484 $1.34M 0.42% +4,296 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: 19,404 shares; 2024Q4: 19,135 shares; 2025Q1: 19,135 shares; 2025Q2: 3,503 shares; 2025Q3: 5,681 shares; 2025Q4: 5,404 shares; 2026Q1: 7,444 shares 7,444 $1.3M 0.4% +2,040 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,902 shares; 2024Q4: 29,126 shares; 2025Q1: 29,126 shares; 2025Q2: 35,349 shares; 2025Q3: 37,301 shares; 2025Q4: 36,000 shares; 2026Q1: 18,276 shares 18,276 $1.29M 0.4% -17,724 Timeline FTSM 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: 19,854 shares; 2024Q4: 15,877 shares; 2025Q1: 15,877 shares; 2025Q2: 15,124 shares; 2025Q3: 14,929 shares; 2025Q4: 14,676 shares; 2026Q1: 20,615 shares 20,615 $1.23M 0.38% +5,939 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: 905 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 681 shares; 2025Q3: 792 shares; 2025Q4: 808 shares; 2026Q1: 1,183 shares 1,183 $1.18M 0.37% +375 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,041 shares 22,041 $1.18M 0.37% 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: 6,466 shares; 2024Q4: 4,307 shares; 2025Q1: 4,307 shares; 2025Q2: 3,707 shares; 2025Q3: 4,485 shares; 2025Q4: 4,570 shares; 2026Q1: 3,975 shares 3,975 $1.14M 0.36% -595 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: 4,143 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 2,926 shares; 2025Q3: 2,939 shares; 2025Q4: 1,825 shares; 2026Q1: 2,574 shares 2,574 $1.11M 0.35% +749 Timeline PSP 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: 16,197 shares; 2024Q4: 13,112 shares; 2025Q1: 13,112 shares; 2025Q2: 17,269 shares; 2025Q3: 18,197 shares; 2025Q4: 19,347 shares; 2026Q1: 19,155 shares 19,155 $1.08M 0.34% -192 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: 2,828 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 3,134 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,514 shares 2,514 $1.08M 0.34% +102 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 8,627 shares; 2025Q1: 8,627 shares; 2025Q2: 8,092 shares; 2025Q3: 7,691 shares; 2025Q4: 7,954 shares; 2026Q1: 9,986 shares 9,986 $1.07M 0.33% +2,032 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: 6,566 shares; 2024Q4: 6,565 shares; 2025Q1: 6,565 shares; 2025Q2: 4,937 shares; 2025Q3: 5,028 shares; 2025Q4: 4,969 shares; 2026Q1: 4,973 shares 4,973 $959K 0.3% +4 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: 389 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 531 shares; 2025Q3: 537 shares; 2025Q4: 859 shares; 2026Q1: 1,630 shares 1,630 $933K 0.29% +771 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 21,811 shares; 2025Q1: 21,811 shares; 2025Q2: 21,285 shares; 2025Q3: 21,299 shares; 2025Q4: 21,046 shares; 2026Q1: 20,137 shares 20,137 $808K 0.25% -909 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,468 shares; 2026Q1: 9,000 shares 9,000 $777K 0.24% -468 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: 4,479 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,011 shares; 2025Q3: 2,993 shares; 2025Q4: 3,202 shares; 2026Q1: 3,345 shares 3,345 $715K 0.22% +143 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,507 shares; 2024Q4: 15,582 shares; 2025Q1: 15,582 shares; 2025Q2: 14,988 shares; 2025Q3: 15,531 shares; 2025Q4: 3,265 shares; 2026Q1: 2,864 shares 2,864 $713K 0.22% -401 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,959 shares; 2024Q4: 62,364 shares; 2025Q1: 62,364 shares; 2025Q2: 58,509 shares; 2025Q3: 56,215 shares; 2025Q4: 18,207 shares; 2026Q1: 17,346 shares 17,346 $655K 0.2% -861 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: 2,100 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 2,170 shares; 2025Q3: 2,189 shares; 2025Q4: 2,180 shares; 2026Q1: 2,183 shares 2,183 $642K 0.2% +3 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 8,644 shares; 2025Q1: 8,644 shares; 2025Q2: 8,229 shares; 2025Q3: 8,414 shares; 2025Q4: 8,857 shares; 2026Q1: 9,325 shares 9,325 $641K 0.2% +468 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 5,059 shares; 2025Q3: 5,372 shares; 2025Q4: 5,412 shares; 2026Q1: 5,653 shares 5,653 $556K 0.17% +241 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 19,283 shares; 2025Q3: 14,835 shares; 2025Q4: 14,835 shares; 2026Q1: 15,359 shares 15,359 $544K 0.17% +524 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: 3,710 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,548 shares; 2025Q3: 2,518 shares; 2025Q4: 2,515 shares; 2026Q1: 2,517 shares 2,517 $541K 0.17% +2 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: 570 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 767 shares; 2025Q3: 806 shares; 2025Q4: 895 shares; 2026Q1: 1,064 shares 1,064 $532K 0.17% +169 Timeline RDVI 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: 8,999 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: 14,823 shares; 2025Q3: 20,074 shares; 2025Q4: 19,376 shares; 2026Q1: 20,436 shares 20,436 $522K 0.16% +1,060 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 753 shares; 2025Q3: 780 shares; 2025Q4: 2,678 shares; 2026Q1: 792 shares 792 $516K 0.16% -1,886 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $504K 0.16% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 799 shares; 2025Q3: 1,518 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $493K 0.15% 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: 9,285 shares; 2024Q4: 9,436 shares; 2025Q1: 9,436 shares; 2025Q2: 8,840 shares; 2025Q3: 8,901 shares; 2025Q4: 8,978 shares; 2026Q1: 9,142 shares 9,142 $459K 0.14% +164 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: 13,377 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,040 shares; 2025Q3: 1,995 shares; 2025Q4: 1,988 shares; 2026Q1: 1,984 shares 1,984 $449K 0.14% -4 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,584 shares 14,584 $447K 0.14% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,875 shares; 2025Q3: 1,876 shares; 2025Q4: 1,606 shares; 2026Q1: 1,608 shares 1,608 $443K 0.14% +2 Timeline LGLV 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: 4,213 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,254 shares; 2025Q3: 2,504 shares; 2025Q4: 2,437 shares; 2026Q1: 2,442 shares 2,442 $435K 0.14% +5 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 40,321 shares; 2025Q4: 28,647 shares; 2026Q1: 28,647 shares 28,647 $434K 0.14% 0 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: 1,856 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,722 shares; 2025Q3: 1,813 shares; 2025Q4: 1,787 shares; 2026Q1: 1,190 shares 1,190 $407K 0.13% -597 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: 3,037 shares; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,648 shares; 2025Q3: 1,666 shares; 2025Q4: 1,585 shares; 2026Q1: 1,587 shares 1,587 $388K 0.12% +2 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,653 shares; 2025Q3: 1,666 shares; 2025Q4: 1,699 shares; 2026Q1: 1,327 shares 1,327 $377K 0.12% -372 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,490 shares; 2025Q3: 1,607 shares; 2025Q4: 1,605 shares; 2026Q1: 1,729 shares 1,729 $376K 0.12% +124 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: 6,727 shares; 2024Q4: 18,288 shares; 2025Q1: 18,288 shares; 2025Q2: 16,252 shares; 2025Q3: 15,308 shares; 2025Q4: 15,480 shares; 2026Q1: 13,498 shares 13,498 $376K 0.12% -1,982 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: 1,094 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,202 shares; 2025Q3: 2,934 shares; 2025Q4: 3,230 shares; 2026Q1: 3,019 shares 3,019 $375K 0.12% -211 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: 8,493 shares; 2024Q4: 8,221 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares; 2025Q4: 8,421 shares; 2026Q1: 8,277 shares 8,277 $369K 0.12% -144 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,413 shares; 2025Q1: 2,413 shares; 2025Q2: 2,423 shares; 2025Q3: 2,428 shares; 2025Q4: 2,433 shares; 2026Q1: 2,441 shares 2,441 $354K 0.11% +8 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: 7,401 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 3,416 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,285 shares 3,285 $348K 0.11% +7 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,326 shares; 2025Q3: 4,329 shares; 2025Q4: 4,331 shares; 2026Q1: 4,335 shares 4,335 $347K 0.11% +4 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: 2,440 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,016 shares; 2025Q3: 2,047 shares; 2025Q4: 2,154 shares; 2026Q1: 1,456 shares 1,456 $344K 0.11% -698 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,629 shares; 2024Q4: 9,884 shares; 2025Q1: 9,884 shares; 2025Q2: 7,699 shares; 2025Q3: 8,689 shares; 2025Q4: 8,544 shares; 2026Q1: 8,566 shares 8,566 $342K 0.11% +22 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $329K 0.1% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 1,573 shares; 2025Q3: 1,576 shares; 2025Q4: 1,546 shares; 2026Q1: 1,552 shares 1,552 $326K 0.1% +6 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: 426 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 360 shares; 2025Q3: 373 shares; 2025Q4: 371 shares; 2026Q1: 335 shares 335 $309K 0.1% -36 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: 33,933 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 15,827 shares; 2025Q3: 16,557 shares; 2025Q4: 16,596 shares; 2026Q1: 2,350 shares 2,350 $292K 0.09% -14,246 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: 3,566 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 1,084 shares; 2025Q3: 1,090 shares; 2025Q4: 1,096 shares; 2026Q1: 1,103 shares 1,103 $287K 0.09% +7 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: 739 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 752 shares; 2025Q3: 901 shares; 2025Q4: 841 shares; 2026Q1: 759 shares 759 $282K 0.09% -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: 3,660 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,131 shares; 2025Q3: 2,139 shares; 2025Q4: 2,078 shares; 2026Q1: 2,093 shares 2,093 $274K 0.09% +15 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,952 shares 2,952 $274K 0.09% 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: 12,848 shares; 2024Q4: 11,971 shares; 2025Q1: 11,971 shares; 2025Q2: 12,425 shares; 2025Q3: 12,841 shares; 2025Q4: 9,439 shares; 2026Q1: 9,445 shares 9,445 $274K 0.09% +6 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 1,367 shares 1,367 $268K 0.08% +1,345 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,912 shares 3,912 $256K 0.08% new Timeline SPGP 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: 2,285 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 2,093 shares; 2025Q3: 2,101 shares; 2025Q4: 2,230 shares; 2026Q1: 2,374 shares 2,374 $255K 0.08% +144 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 147 shares; 2025Q3: 837 shares; 2025Q4: 407 shares; 2026Q1: 384 shares 384 $251K 0.08% -23 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: 1,146 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,004 shares; 2025Q3: 1,022 shares; 2025Q4: 1,023 shares; 2026Q1: 1,027 shares 1,027 $247K 0.08% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 226 shares; 2025Q3: 234 shares; 2025Q4: 1,255 shares; 2026Q1: 2,345 shares 2,345 $245K 0.08% +1,090 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,582 shares; 2025Q1: 116,582 shares; 2025Q2: 152,595 shares; 2025Q3: 156,334 shares; 2025Q4: 159,453 shares; 2026Q1: 4,894 shares 4,894 $245K 0.08% -154,559 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: 526 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 439 shares; 2025Q3: 461 shares; 2025Q4: 497 shares; 2026Q1: 564 shares 564 $240K 0.07% +67 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: 770 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 746 shares; 2025Q3: 800 shares; 2025Q4: 903 shares; 2026Q1: 1,148 shares 1,148 $228K 0.07% +245 Timeline GAUG 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: 13,135 shares; 2024Q4: 13,135 shares; 2025Q1: 13,135 shares; 2025Q2: 13,130 shares; 2025Q3: 13,130 shares; 2025Q4: 12,083 shares; 2026Q1: 5,843 shares 5,843 $226K 0.07% -6,240 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: 1,260 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,277 shares; 2025Q3: 1,281 shares; 2025Q4: 1,286 shares; 2026Q1: 2,128 shares 2,128 $207K 0.06% +842 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,069 shares; 2025Q3: 3,075 shares; 2025Q4: 3,082 shares; 2026Q1: 3,095 shares 3,095 $200K 0.06% +13 Timeline FDL 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: 3,835 shares; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,887 shares; 2025Q3: 3,907 shares; 2025Q4: 3,925 shares; 2026Q1: 3,888 shares 3,888 $198K 0.06% -37 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: 470 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 402 shares; 2025Q3: 420 shares; 2025Q4: 373 shares; 2026Q1: 421 shares 421 $194K 0.06% +48 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: 604 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 404 shares 404 $194K 0.06% new 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: 56,777 shares; 2024Q4: 48,429 shares; 2025Q1: 48,429 shares; 2025Q2: 44,610 shares; 2025Q3: 45,655 shares; 2025Q4: 46,631 shares; 2026Q1: 1,610 shares 1,610 $191K 0.06% -45,021 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: 304 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 305 shares 305 $188K 0.06% +1 Timeline SPMO 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: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,646 shares; 2025Q3: 1,658 shares; 2025Q4: 1,646 shares; 2026Q1: 1,647 shares 1,647 $185K 0.06% +1 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: 679 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 482 shares; 2025Q3: 503 shares; 2025Q4: 509 shares; 2026Q1: 522 shares 522 $184K 0.06% +13 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: 37,302 shares; 2024Q4: 12,758 shares; 2025Q1: 12,758 shares; 2025Q2: 1,370 shares; 2025Q3: 1,296 shares; 2025Q4: 1,260 shares; 2026Q1: 1,222 shares 1,222 $177K 0.06% -38 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: 695 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 559 shares; 2025Q3: 561 shares; 2025Q4: 562 shares; 2026Q1: 566 shares 566 $176K 0.05% +4 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: 450 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $175K 0.05% 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: 1,049 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 240 shares; 2025Q3: 315 shares; 2025Q4: 284 shares; 2026Q1: 281 shares 281 $170K 0.05% -3 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 724 shares; 2025Q3: 716 shares; 2025Q4: 707 shares; 2026Q1: 703 shares 703 $165K 0.05% -4 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,222 shares; 2025Q1: 6,222 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,222 shares; 2026Q1: 6,239 shares 6,239 $161K 0.05% +17 Timeline FAUG 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: 17,411 shares; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 15,819 shares; 2025Q3: 8,502 shares; 2025Q4: 8,502 shares; 2026Q1: 2,962 shares 2,962 $153K 0.05% -5,540 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: 292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,804 shares; 2025Q2: 18,753 shares; 2025Q3: 20,073 shares; 2025Q4: 41,643 shares; 2026Q1: 2,469 shares 2,469 $151K 0.05% -39,174 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: 514 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 570 shares; 2025Q3: 558 shares; 2025Q4: 568 shares; 2026Q1: 595 shares 595 $148K 0.05% +27 Timeline QTEC 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: 782 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 642 shares; 2025Q3: 700 shares; 2025Q4: 674 shares; 2026Q1: 673 shares 673 $145K 0.05% -1 Timeline DEED 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: 9,699 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 6,748 shares; 2025Q3: 6,775 shares; 2025Q4: 6,783 shares; 2026Q1: 6,806 shares 6,806 $145K 0.05% +23 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: 2,325 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,309 shares; 2025Q3: 1,573 shares; 2025Q4: 1,864 shares; 2026Q1: 1,867 shares 1,867 $143K 0.04% +3 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: 882 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 686 shares; 2025Q3: 742 shares; 2025Q4: 792 shares; 2026Q1: 1,499 shares 1,499 $141K 0.04% +707 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: 2,510 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 924 shares; 2025Q3: 1,401 shares; 2025Q4: 1,412 shares; 2026Q1: 1,899 shares 1,899 $140K 0.04% +487 Timeline FVD 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: 5,262 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,941 shares; 2025Q3: 2,948 shares; 2025Q4: 2,955 shares; 2026Q1: 2,966 shares 2,966 $140K 0.04% +11 Timeline SPLV 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: 5,704 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,018 shares; 2025Q3: 1,982 shares; 2025Q4: 1,974 shares; 2026Q1: 1,842 shares 1,842 $135K 0.04% -132 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: 2,167 shares; 2024Q4: 2,229 shares; 2025Q1: 2,229 shares; 2025Q2: 866 shares; 2025Q3: 868 shares; 2025Q4: 862 shares; 2026Q1: 842 shares 842 $131K 0.04% -20 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 3,158 shares 3,158 $129K 0.04% +2,908 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: 1,730 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,458 shares; 2025Q3: 1,401 shares; 2025Q4: 1,444 shares; 2026Q1: 1,560 shares 1,560 $124K 0.04% +116 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 1,343 shares; 2025Q3: 1,347 shares; 2025Q4: 1,346 shares; 2026Q1: 1,350 shares 1,350 $124K 0.04% +4 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: 3,670 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 876 shares; 2025Q3: 736 shares; 2025Q4: 715 shares; 2026Q1: 727 shares 727 $123K 0.04% +12 Timeline KNGZ 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: 3,215 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $122K 0.04% 0 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: 3,323 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,446 shares; 2025Q4: 2,107 shares; 2026Q1: 2,115 shares 2,115 $120K 0.04% +8 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,340 shares; 2025Q3: 1,344 shares; 2025Q4: 1,350 shares; 2026Q1: 1,354 shares 1,354 $119K 0.04% +4 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: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,628 shares 1,628 $110K 0.03% +3 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: 956 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 524 shares; 2025Q3: 516 shares; 2025Q4: 515 shares; 2026Q1: 516 shares 516 $109K 0.03% +1 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: 1,688 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 781 shares; 2025Q3: 843 shares; 2025Q4: 722 shares; 2026Q1: 724 shares 724 $107K 0.03% +2 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: 631 shares; 2025Q1: 631 shares; 2025Q2: 633 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $107K 0.03% 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: 2,274 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,065 shares; 2025Q3: 1,308 shares; 2025Q4: 1,055 shares; 2026Q1: 1,057 shares 1,057 $105K 0.03% +2 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 432 shares 432 $105K 0.03% +2 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: 2,462 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,260 shares; 2025Q3: 2,130 shares; 2025Q4: 2,135 shares; 2026Q1: 2,147 shares 2,147 $105K 0.03% +12 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,741 shares; 2025Q3: 1,749 shares; 2025Q4: 1,758 shares; 2026Q1: 1,768 shares 1,768 $104K 0.03% +10 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,079 shares; 2024Q4: 144,194 shares; 2025Q1: 144,194 shares; 2025Q2: 4,412 shares; 2025Q3: 4,431 shares; 2025Q4: 4,345 shares; 2026Q1: 3,508 shares 3,508 $101K 0.03% -837 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $100K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,671 shares; 2025Q3: 1,680 shares; 2025Q4: 1,567 shares; 2026Q1: 1,115 shares 1,115 $100K 0.03% -452 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,526 shares; 2025Q3: 2,491 shares; 2025Q4: 2,391 shares; 2026Q1: 2,097 shares 2,097 $99.4K 0.03% -294 Timeline PFXF 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: 1,573 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 3,589 shares; 2025Q3: 5,108 shares; 2025Q4: 5,234 shares; 2026Q1: 5,634 shares 5,634 $98.8K 0.03% +400 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $97.7K 0.03% 0 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: 207 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 757 shares; 2025Q3: 812 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $93.8K 0.03% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 9,776 shares; 2025Q1: 9,776 shares; 2025Q2: 9,776 shares; 2025Q3: 9,776 shares; 2025Q4: 9,776 shares; 2026Q1: 9,776 shares 9,776 $93.8K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 760 shares; 2026Q1: 724 shares 724 $92.9K 0.03% -36 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083 $92K 0.03% 0 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: 1,187 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 986 shares 986 $91.7K 0.03% +4 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 5,249 shares; 2025Q3: 11,474 shares; 2025Q4: 11,474 shares; 2026Q1: 11,474 shares 11,474 $90.4K 0.03% 0 Timeline FSEP 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: 15,913 shares; 2024Q4: 14,798 shares; 2025Q1: 14,798 shares; 2025Q2: 8,571 shares; 2025Q3: 6,006 shares; 2025Q4: 5,769 shares; 2026Q1: 1,718 shares 1,718 $86.5K 0.03% -4,051 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: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 180 shares; 2026Q1: 181 shares 181 $84K 0.03% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,207 shares; 2025Q3: 954 shares; 2025Q4: 1,279 shares; 2026Q1: 1,304 shares 1,304 $79.8K 0.02% +25 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 925 shares; 2025Q3: 904 shares; 2025Q4: 735 shares; 2026Q1: 535 shares 535 $78.3K 0.02% -200 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: 446 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 452 shares; 2025Q3: 454 shares; 2025Q4: 456 shares; 2026Q1: 458 shares 458 $75.8K 0.02% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,097 shares; 2025Q3: 654 shares; 2025Q4: 612 shares; 2026Q1: 611 shares 611 $75K 0.02% -1 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: 113 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $74.9K 0.02% 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 22 shares 22 $74.3K 0.02% +1 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: 1,196 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 847 shares; 2026Q1: 852 shares 852 $70.4K 0.02% +5 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 740 shares; 2025Q3: 741 shares; 2025Q4: 736 shares; 2026Q1: 738 shares 738 $69.2K 0.02% +2 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 339 shares; 2025Q3: 605 shares; 2025Q4: 505 shares; 2026Q1: 507 shares 507 $69.1K 0.02% +2 Timeline SPAB 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: 7,840 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 2,029 shares; 2025Q3: 2,725 shares; 2025Q4: 2,686 shares; 2026Q1: 2,693 shares 2,693 $69K 0.02% +7 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,514 shares; 2025Q1: 2,514 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 1,485 shares 1,485 $68.6K 0.02% -568 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: 283 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 142 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $68.6K 0.02% 0 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: 378 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 391 shares; 2025Q3: 1,716 shares; 2025Q4: 509 shares; 2026Q1: 756 shares 756 $68.4K 0.02% +247 Timeline FID 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: 3,281 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,204 shares; 2025Q3: 3,230 shares; 2025Q4: 3,242 shares; 2026Q1: 3,263 shares 3,263 $68.3K 0.02% +21 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: 403 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 275 shares; 2025Q3: 276 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $68K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 535 shares; 2025Q3: 537 shares; 2025Q4: 418 shares; 2026Q1: 291 shares 291 $67.1K 0.02% -127 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 1,963 shares 1,963 $63.3K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $59.8K 0.02% 0 Timeline FMAR 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: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares 1,185 $57.5K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,189 shares; 2025Q1: 2,189 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 840 shares 840 $57.2K 0.02% -352 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: 4 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $55.9K 0.02% 0 Timeline QYLD 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: 3,907 shares; 2024Q4: 3,906 shares; 2025Q1: 3,906 shares; 2025Q2: 3,532 shares; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares; 2026Q1: 3,253 shares 3,253 $55.8K 0.02% -279 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 574 shares; 2026Q1: 573 shares 573 $55.3K 0.02% -1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $55.3K 0.02% 0 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 815 shares 815 $54.7K 0.02% +1 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: 379 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 185 shares; 2025Q3: 335 shares; 2025Q4: 186 shares; 2026Q1: 161 shares 161 $54.6K 0.02% -25 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 569 shares; 2025Q3: 570 shares; 2025Q4: 573 shares; 2026Q1: 577 shares 577 $53.2K 0.02% +4 Timeline XAR 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 214 shares; 2026Q1: 206 shares 206 $52.3K 0.02% -8 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: 2,372 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,308 shares; 2025Q3: 1,510 shares; 2025Q4: 1,420 shares; 2026Q1: 1,372 shares 1,372 $51.1K 0.02% -48 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 1,681 shares; 2025Q3: 1,776 shares; 2025Q4: 1,650 shares; 2026Q1: 1,059 shares 1,059 $50.9K 0.02% -591 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,073 shares; 2025Q3: 1,085 shares; 2025Q4: 1,097 shares; 2026Q1: 1,111 shares 1,111 $50.7K 0.02% +14 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 923 shares 923 $50K 0.02% +9 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: 36,233 shares; 2024Q4: 29,726 shares; 2025Q1: 29,726 shares; 2025Q2: 1,819 shares; 2025Q3: 1,825 shares; 2025Q4: 1,732 shares; 2026Q1: 1,740 shares 1,740 $50K 0.02% +8 Timeline AGGY 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: 2,321 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 405 shares; 2025Q3: 1,121 shares; 2025Q4: 1,122 shares; 2026Q1: 1,131 shares 1,131 $49.2K 0.02% +9 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: 426 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 285 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 255 shares 255 $49.1K 0.02% +5 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 500 shares; 2026Q1: 500 shares 500 $48.6K 0.02% 0 Timeline IUSV 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: 470 shares 470 $48.1K 0.01% new 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: 1,670 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 673 shares; 2025Q3: 676 shares; 2025Q4: 679 shares; 2026Q1: 682 shares 682 $47.9K 0.01% +3 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: 1,002 shares; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 939 shares; 2025Q3: 944 shares; 2025Q4: 901 shares; 2026Q1: 176 shares 176 $47.8K 0.01% -725 Timeline BYLD 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: 3,693 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,057 shares; 2025Q3: 2,070 shares; 2025Q4: 2,087 shares; 2026Q1: 2,100 shares 2,100 $47.3K 0.01% +13 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $45.3K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 822 shares; 2025Q3: 832 shares; 2025Q4: 844 shares; 2026Q1: 851 shares 851 $44.7K 0.01% +7 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $44.7K 0.01% 0 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: 210 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $44.3K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $44K 0.01% 0 Timeline EUFN 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: 1,211 shares 1,211 $42.2K 0.01% new 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: 1,368 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,342 shares; 2025Q3: 1,347 shares; 2025Q4: 1,352 shares; 2026Q1: 1,354 shares 1,354 $41.1K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 639 shares 639 $41K 0.01% -220 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $40.6K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $39.3K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $38.8K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares 387 $38.7K 0.01% new Timeline EMLP 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: 899 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 873 shares; 2025Q3: 876 shares; 2025Q4: 879 shares; 2026Q1: 882 shares 882 $38.5K 0.01% +3 Timeline FDD 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: 2,272 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,157 shares; 2025Q3: 2,171 shares; 2025Q4: 2,150 shares; 2026Q1: 2,158 shares 2,158 $38.5K 0.01% +8 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 276 shares; 2025Q3: 257 shares; 2025Q4: 388 shares; 2026Q1: 335 shares 335 $38K 0.01% -53 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: 3,118 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,339 shares; 2025Q3: 1,342 shares; 2025Q4: 1,346 shares; 2026Q1: 1,350 shares 1,350 $37.9K 0.01% +4 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: 720 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 724 shares; 2025Q3: 725 shares; 2025Q4: 629 shares; 2026Q1: 639 shares 639 $36.9K 0.01% +10 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: 481 shares; 2026Q1: 481 shares 481 $36.7K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 607 shares 607 $36.5K 0.01% -25 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares 466 $36K 0.01% new 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: 900 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 907 shares; 2025Q4: 909 shares; 2026Q1: 914 shares 914 $35.6K 0.01% +5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,644 shares; 2024Q4: 21,203 shares; 2025Q1: 21,203 shares; 2025Q2: 617 shares; 2025Q3: 659 shares; 2025Q4: 666 shares; 2026Q1: 558 shares 558 $34.6K 0.01% -108 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: 305 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 309 shares; 2025Q3: 311 shares; 2025Q4: 313 shares; 2026Q1: 314 shares 314 $34.5K 0.01% +1 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: not reported; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 308 shares; 2026Q1: 310 shares 310 $34.5K 0.01% +2 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $34.2K 0.01% 0 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: 558 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 544 shares; 2025Q3: 551 shares; 2025Q4: 557 shares; 2026Q1: 563 shares 563 $34.1K 0.01% +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: 436 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 419 shares; 2025Q3: 450 shares; 2025Q4: 459 shares; 2026Q1: 69 shares 69 $34K 0.01% -390 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $33.8K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $33.8K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $33.6K 0.01% 0 Timeline KNG 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: 995 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 885 shares; 2025Q3: 891 shares; 2025Q4: 772 shares; 2026Q1: 688 shares 688 $33.5K 0.01% -84 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 335 shares; 2025Q3: 336 shares; 2025Q4: 338 shares; 2026Q1: 341 shares 341 $33.3K 0.01% +3 Timeline IXC 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: 568 shares 568 $32.7K 0.01% new 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 124 shares; 2026Q1: 600 shares 600 $32.4K 0.01% +476 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $31K 0.01% 0 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: 2,281 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 455 shares; 2025Q3: 459 shares; 2025Q4: 471 shares; 2026Q1: 467 shares 467 $30.8K 0.01% -4 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $30.8K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 405 shares; 2025Q3: 409 shares; 2025Q4: 412 shares; 2026Q1: 418 shares 418 $30.6K 0.01% +6 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: 209 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 213 shares; 2025Q3: 244 shares; 2025Q4: 220 shares; 2026Q1: 216 shares 216 $30.2K 0.01% -4 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $30.1K 0.01% 0 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: 19 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $29.6K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $29.5K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $29.2K 0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 514 shares; 2025Q3: 518 shares; 2025Q4: 521 shares; 2026Q1: 525 shares 525 $29.1K 0.01% +4 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 240 shares; 2025Q3: 298 shares; 2025Q4: 294 shares; 2026Q1: 276 shares 276 $28.7K 0.01% -18 Timeline ITB 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 313 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 315 shares 315 $28.6K 0.01% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,044 shares; 2025Q3: 1,055 shares; 2025Q4: 1,066 shares; 2026Q1: 1,076 shares 1,076 $28.1K 0.01% +10 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: 2,944 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,566 shares; 2025Q3: 634 shares; 2025Q4: 689 shares; 2026Q1: 114 shares 114 $27.7K 0.01% -575 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 809 shares; 2025Q3: 765 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $27.7K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 674 shares 674 $27.7K 0.01% +2 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: 121 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 47 shares; 2026Q1: 31 shares 31 $27.5K 0.01% -16 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948 $27.3K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $27.3K 0.01% +1 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: 105 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares 389 $27.1K 0.01% new 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: 35 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $26.3K 0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares 422 $26.2K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $26.2K 0.01% 0 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: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $24.8K 0.01% 0 Timeline XTN 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: 286 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $24.6K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 813 shares; 2025Q3: 907 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $24.1K 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $23K 0.01% new Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 901 shares; 2026Q1: 901 shares 901 $22.9K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $22.9K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $22.8K 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 73 shares; 2026Q1: 59 shares 59 $22.8K 0.01% -14 Timeline IXJ 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: 242 shares 242 $22.6K 0.01% new 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: 821 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 649 shares; 2025Q3: 650 shares; 2025Q4: 652 shares; 2026Q1: 652 shares 652 $22.6K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $22.3K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 106 shares; 2026Q1: 111 shares 111 $22.2K 0.01% +5 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $21.8K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $21.8K 0.01% 0 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: 1,659 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 429 shares; 2025Q4: 501 shares; 2026Q1: 428 shares 428 $21.8K 0.01% -73 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: 87 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $21.6K 0.01% 0 Timeline IAT 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: 370 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 381 shares; 2025Q3: 384 shares; 2025Q4: 388 shares; 2026Q1: 390 shares 390 $21K 0.01% +2 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: 300 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 187 shares; 2025Q3: 288 shares; 2025Q4: 190 shares; 2026Q1: 241 shares 241 $21K 0.01% +51 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 209 shares; 2025Q3: 211 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $20.6K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $20.6K 0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $20.4K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 1,155 shares 1,155 $20K 0.01% +862 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: 115 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $19.9K 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 145 shares 145 $19.7K 0.01% -150 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 606 shares; 2025Q4: 479 shares; 2026Q1: 480 shares 480 $19.4K 0.01% +1 Timeline JETS 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 782 shares; 2026Q1: 782 shares 782 $19.3K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 11,496 shares; 2025Q1: 11,496 shares; 2025Q2: 10,131 shares; 2025Q3: 265 shares; 2025Q4: 206 shares; 2026Q1: 162 shares 162 $19.1K 0.01% -44 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $19K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 77 shares; 2025Q3: 122 shares; 2025Q4: 161 shares; 2026Q1: 95 shares 95 $18.9K 0.01% -66 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $18.6K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 168 shares; 2026Q1: 162 shares 162 $18.4K 0.01% -6 Timeline PTH 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $18.3K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $18.3K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $17.9K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $17.7K 0.01% 0 Timeline IAI 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: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 107 shares 107 $17.6K 0.01% +98 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: 169 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 114 shares 114 $17.5K 0.01% +2 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $17.5K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 50 shares 50 $17.5K 0.01% -20 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $17.3K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 169 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 173 shares 173 $16.7K 0.01% +2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,378 shares; 2025Q3: 1,450 shares; 2025Q4: 1,506 shares; 2026Q1: 172 shares 172 $16.7K 0.01% -1,334 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $16.6K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 160 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $16.5K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $16.5K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $16K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 9 shares; 2026Q1: 163 shares 163 $15.6K <0.01% +154 Timeline FSIG 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: 44,771 shares; 2024Q4: 39,681 shares; 2025Q1: 39,681 shares; 2025Q2: 35,474 shares; 2025Q3: 34,586 shares; 2025Q4: 35,865 shares; 2026Q1: 819 shares 819 $15.5K <0.01% -35,046 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: 39 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $15.1K <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: 100 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 79 shares 79 $15K <0.01% +1 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 99 shares; 2025Q4: 106 shares; 2026Q1: 107 shares 107 $14.9K <0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $14.8K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 75 shares 75 $14.2K <0.01% -29 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: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $13.8K <0.01% 0 Timeline MCHI 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: 2,848 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $13.1K <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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 185 shares 185 $13K <0.01% +167 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $12.9K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $12.9K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 132 shares; 2025Q3: 123 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $12.8K <0.01% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $12.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $12.6K <0.01% new 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: 993 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,112 shares; 2025Q3: 1,154 shares; 2025Q4: 1,195 shares; 2026Q1: 1,234 shares 1,234 $12.4K <0.01% +39 Timeline JBBB 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: 134,898 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 691 shares; 2025Q3: 694 shares; 2025Q4: 681 shares; 2026Q1: 263 shares 263 $12.3K <0.01% -418 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $12K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,044 shares; 2025Q1: 3,044 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $12K <0.01% 0 Timeline CLIP 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: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $12K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 244 shares 244 $11.8K <0.01% +2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 252 shares; 2026Q1: 256 shares 256 $11.2K <0.01% +4 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: 309 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 316 shares; 2025Q3: 319 shares; 2025Q4: 321 shares; 2026Q1: 324 shares 324 $11.2K <0.01% +3 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 216 shares; 2026Q1: 207 shares 207 $10.8K <0.01% -9 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares 65 $10.7K <0.01% new 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: 160 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 89 shares 89 $10.6K <0.01% -38 Timeline CEMB 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: 257 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 222 shares; 2025Q3: 225 shares; 2025Q4: 229 shares; 2026Q1: 231 shares 231 $10.5K <0.01% +2 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $10.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 917 shares 917 $10.1K <0.01% -25 Timeline EXI 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: 56 shares 56 $10.1K <0.01% new Timeline DTCR 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: 569 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 689 shares; 2025Q3: 572 shares; 2025Q4: 692 shares; 2026Q1: 421 shares 421 $10.1K <0.01% -271 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 85 shares; 2026Q1: 86 shares 86 $9.83K <0.01% +1 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 50 shares; 2025Q3: 115 shares; 2025Q4: 40 shares; 2026Q1: 65 shares 65 $9.63K <0.01% +25 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: 278 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 91 shares; 2025Q3: 307 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $9.52K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $9.49K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 87 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 86 shares 86 $9.41K <0.01% +2 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 112 shares 112 $9.07K <0.01% +2 Timeline VTWO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $9.02K <0.01% new 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: 200 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 107 shares 107 $8.9K <0.01% +107 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: 8,067 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 8,098 shares; 2025Q3: 8,449 shares; 2025Q4: 172 shares; 2026Q1: 157 shares 157 $8.76K <0.01% -15 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: 108 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $8.56K <0.01% 0 Timeline AIQ 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: 123 shares; 2025Q3: 123 shares; 2025Q4: 283 shares; 2026Q1: 183 shares 183 $8.54K <0.01% -100 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares 145 $8.53K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 1,657 shares 1,657 $8.45K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,002 shares 1,002 $8.06K <0.01% +2 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $8.03K <0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares 84 $7.83K <0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $7.8K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 408 shares; 2025Q3: 411 shares; 2025Q4: 413 shares; 2026Q1: 108 shares 108 $7.73K <0.01% -305 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: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $7.7K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,628 shares; 2026Q1: 1,655 shares 1,655 $7.66K <0.01% +27 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 152 shares; 2026Q1: 52 shares 52 $7.52K <0.01% -100 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $7.48K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $7.47K <0.01% 0 Timeline IFLN 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: 156,473 shares; 2024Q4: 213,858 shares; 2025Q1: 213,858 shares; 2025Q2: 744 shares; 2025Q3: 679 shares; 2025Q4: 567 shares; 2026Q1: 415 shares 415 $7.45K <0.01% -152 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: 1,449 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 35 shares 35 $7.35K <0.01% -60 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 62 shares 62 $7.32K <0.01% -8 Timeline NXTG 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: 109 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 95 shares; 2025Q3: 70 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $7.05K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares 89 $6.98K <0.01% new Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $6.94K <0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to 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: 283 shares 283 $6.87K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $6.87K <0.01% 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: 6,161 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 28 shares 28 $6.85K <0.01% +9 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 107 shares; 2026Q1: 22 shares 22 $6.81K <0.01% -85 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $6.73K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $6.67K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares 1,438 $6.61K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $6.6K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $6.56K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 86 shares; 2025Q3: 67 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.56K <0.01% 0 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: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $6.35K <0.01% 0 Timeline MVAL 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: 172 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $6.28K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 57 shares 57 $6.05K <0.01% +39 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD 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 $6.01K <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $5.86K <0.01% new Timeline SNSR 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: 261 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 226 shares; 2025Q3: 177 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $5.75K <0.01% +1 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 64 shares 64 $5.57K <0.01% +1 Timeline IGF 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: 81 shares; 2026Q1: 81 shares 81 $5.45K <0.01% 0 Timeline FIW 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: 90 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 59 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $5.39K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $5.32K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $5.19K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $5.16K <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: 127 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 104 shares; 2026Q1: 97 shares 97 $5.13K <0.01% -7 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 117 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $5.1K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $5.04K <0.01% 0 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $4.94K <0.01% 0 Timeline BUG 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: 329 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 279 shares; 2025Q3: 218 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $4.8K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $4.72K <0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103 $4.69K <0.01% new Timeline STPZ 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 83 shares 83 $4.52K <0.01% +1 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $4.52K <0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $4.47K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 695 shares; 2025Q4: 96 shares; 2026Q1: 97 shares 97 $4.47K <0.01% +1 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 88 shares; 2026Q1: 88 shares 88 $4.46K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 47 shares 47 $4.39K <0.01% +1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 89 shares; 2025Q3: 97 shares; 2025Q4: 67 shares; 2026Q1: 61 shares 61 $4.38K <0.01% -6 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 535 shares; 2025Q3: 568 shares; 2025Q4: 625 shares; 2026Q1: 13 shares 13 $4.28K <0.01% -612 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $4.26K <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: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $4.25K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $4.24K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $4.15K <0.01% 0 Timeline XSLV 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 121 shares; 2025Q3: 114 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $4.08K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $3.97K <0.01% 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: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $3.95K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 35 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $3.94K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares 39 $3.93K <0.01% new 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: 1,107 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $3.93K <0.01% 0 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: 217 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 20 shares 20 $3.88K <0.01% -2 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: 332 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 245 shares; 2025Q3: 247 shares; 2025Q4: 210 shares; 2026Q1: 54 shares 54 $3.86K <0.01% -156 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 142 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 145 shares 145 $3.79K <0.01% +1 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.74K <0.01% 0 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $3.58K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $3.54K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $3.51K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $3.4K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $3.39K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $3.36K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $3.27K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares 22 $3.22K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $3.21K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 78 shares 78 $3.19K <0.01% -244 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $3.17K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 39 shares; 2025Q3: 33 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $3.1K <0.01% +1 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.05K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 1 shares; 2026Q1: 65 shares 65 $2.99K <0.01% +64 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 38 shares; 2026Q1: 21 shares 21 $2.98K <0.01% -17 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $2.97K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2.93K <0.01% 0 Timeline IPAY 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: 135 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 77 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $2.93K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $2.92K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 89 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 92 shares 92 $2.92K <0.01% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $2.91K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63 $2.83K <0.01% new 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.81K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $2.75K <0.01% 0 Timeline FAPR 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: 2,731 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.69K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 210 shares 210 $2.63K <0.01% -690 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.62K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.6K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 344 shares; 2025Q3: 370 shares; 2025Q4: 410 shares; 2026Q1: 10 shares 10 $2.6K <0.01% -400 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $2.54K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27 $2.5K <0.01% new Timeline WRAP WRAP TECHNOLOGIES INC More: the full row for WRAP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $2.49K <0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.47K <0.01% 0 Timeline MOO 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $2.45K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.42K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 35 shares 35 $2.39K <0.01% -115 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 61 shares; 2025Q3: 87 shares; 2025Q4: 50 shares; 2026Q1: 26 shares 26 $2.39K <0.01% -24 Timeline EPS 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $2.38K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $2.37K <0.01% new Timeline SPTM 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.37K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.35K <0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 49 shares 49 $2.26K <0.01% -74 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.23K <0.01% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $2.2K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 24 shares; 2026Q1: 10 shares 10 $2.19K <0.01% -14 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 21 shares; 2026Q1: 12 shares 12 $2.18K <0.01% -9 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $2.17K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 37 shares 37 $2.14K <0.01% -28 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $2.11K <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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.1K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.08K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $2.05K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.99K <0.01% 0 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: 21 shares; 2025Q1: 21 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 2 shares 2 $1.97K <0.01% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 22 shares 22 $1.97K <0.01% -10 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.96K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $1.9K <0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.89K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $1.87K <0.01% 0 Timeline