SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 689,530 shares; 2025Q1: 726,436 shares; 2025Q2: not loaded; 2025Q3: 787,550 shares; 2025Q4: 800,037 shares; 2026Q1: 835,619 shares; 2026Q2: 850,490 shares 850,490 $24.6M 14.58% +14,871 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272,777 shares; 2025Q1: 285,882 shares; 2025Q2: not loaded; 2025Q3: 310,951 shares; 2025Q4: 320,833 shares; 2026Q1: 337,641 shares; 2026Q2: 351,589 shares 351,589 $9.74M 5.76% +13,948 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 298,672 shares; 2025Q1: 292,588 shares; 2025Q2: not loaded; 2025Q3: 284,286 shares; 2025Q4: 276,544 shares; 2026Q1: 270,874 shares; 2026Q2: 263,766 shares 263,766 $8.36M 4.95% -7,108 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172,116 shares; 2025Q1: 177,050 shares; 2025Q2: not loaded; 2025Q3: 184,812 shares; 2025Q4: 188,586 shares; 2026Q1: 192,388 shares; 2026Q2: 198,008 shares 198,008 $7.15M 4.23% +5,620 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,874 shares; 2025Q1: 17,255 shares; 2025Q2: not loaded; 2025Q3: 17,464 shares; 2025Q4: 16,617 shares; 2026Q1: 16,521 shares; 2026Q2: 16,505 shares 16,505 $5.83M 3.45% -16 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,303 shares; 2025Q1: 14,616 shares; 2025Q2: not loaded; 2025Q3: 15,556 shares; 2025Q4: 15,189 shares; 2026Q1: 15,266 shares; 2026Q2: 16,931 shares 16,931 $4.9M 2.9% +1,665 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; 2024Q3: restricted; 2024Q4: 11,474 shares; 2025Q1: 11,489 shares; 2025Q2: not loaded; 2025Q3: 11,410 shares; 2025Q4: 11,434 shares; 2026Q1: 11,379 shares; 2026Q2: 10,919 shares 10,919 $4.04M 2.39% -460 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; 2024Q3: restricted; 2024Q4: 11,371 shares; 2025Q1: 11,569 shares; 2025Q2: not loaded; 2025Q3: 12,155 shares; 2025Q4: 12,716 shares; 2026Q1: 12,747 shares; 2026Q2: 13,919 shares 13,919 $3.32M 1.96% +1,172 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,488 shares; 2025Q1: 27,311 shares; 2025Q2: not loaded; 2025Q3: 24,490 shares; 2025Q4: 23,730 shares; 2026Q1: 23,486 shares; 2026Q2: 22,632 shares 22,632 $3.27M 1.94% -854 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; 2024Q3: restricted; 2024Q4: 33,727 shares; 2025Q1: 32,478 shares; 2025Q2: not loaded; 2025Q3: 32,482 shares; 2025Q4: 31,544 shares; 2026Q1: 31,811 shares; 2026Q2: 27,307 shares 27,307 $3.21M 1.9% -4,504 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,161 shares; 2025Q1: 12,534 shares; 2025Q2: not loaded; 2025Q3: 12,891 shares; 2025Q4: 12,852 shares; 2026Q1: 13,100 shares; 2026Q2: 13,247 shares 13,247 $3.15M 1.87% +147 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,077 shares; 2025Q1: 6,532 shares; 2025Q2: not loaded; 2025Q3: 6,752 shares; 2025Q4: 6,749 shares; 2026Q1: 6,894 shares; 2026Q2: 7,428 shares 7,428 $2.77M 1.64% +534 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; 2024Q3: restricted; 2024Q4: 7,827 shares; 2025Q1: 8,222 shares; 2025Q2: not loaded; 2025Q3: 8,824 shares; 2025Q4: 9,237 shares; 2026Q1: 9,467 shares; 2026Q2: 10,018 shares 10,018 $2.72M 1.61% +551 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,383 shares; 2025Q1: 10,110 shares; 2025Q2: not loaded; 2025Q3: 9,761 shares; 2025Q4: 10,818 shares; 2026Q1: 11,572 shares; 2026Q2: 12,430 shares 12,430 $2.65M 1.57% +858 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,759 shares; 2025Q1: 6,754 shares; 2025Q2: not loaded; 2025Q3: 6,941 shares; 2025Q4: 6,912 shares; 2026Q1: 7,088 shares; 2026Q2: 7,469 shares 7,469 $2.56M 1.52% +381 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; 2024Q3: restricted; 2024Q4: 27,940 shares; 2025Q1: 28,843 shares; 2025Q2: not loaded; 2025Q3: 29,928 shares; 2025Q4: 29,933 shares; 2026Q1: 30,374 shares; 2026Q2: 30,834 shares 30,834 $2.51M 1.48% +460 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,465 shares; 2025Q1: 10,542 shares; 2025Q2: not loaded; 2025Q3: 10,920 shares; 2025Q4: 10,569 shares; 2026Q1: 10,184 shares; 2026Q2: 9,856 shares 9,856 $2.5M 1.48% -328 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,215 shares; 2025Q1: 92,537 shares; 2025Q2: not loaded; 2025Q3: 95,493 shares; 2025Q4: 95,340 shares; 2026Q1: 98,736 shares; 2026Q2: 104,130 shares 104,130 $2.47M 1.46% +5,394 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,342 shares; 2025Q1: 22,208 shares; 2025Q2: not loaded; 2025Q3: 21,786 shares; 2025Q4: 21,721 shares; 2026Q1: 21,549 shares; 2026Q2: 21,129 shares 21,129 $2.39M 1.42% -420 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,864 shares; 2025Q1: 22,038 shares; 2025Q2: not loaded; 2025Q3: 46,131 shares; 2025Q4: 55,174 shares; 2026Q1: 64,706 shares; 2026Q2: 70,116 shares 70,116 $2.37M 1.4% +5,410 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,930 shares; 2025Q1: 6,145 shares; 2025Q2: not loaded; 2025Q3: 6,523 shares; 2025Q4: 6,520 shares; 2026Q1: 6,597 shares; 2026Q2: 6,521 shares 6,521 $2.36M 1.4% -76 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; 2024Q3: restricted; 2024Q4: 4,606 shares; 2025Q1: 4,606 shares; 2025Q2: not loaded; 2025Q3: 4,309 shares; 2025Q4: 4,309 shares; 2026Q1: 4,309 shares; 2026Q2: 4,322 shares 4,322 $1.84M 1.09% +13 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,605 shares; 2025Q1: 18,584 shares; 2025Q2: not loaded; 2025Q3: 19,839 shares; 2025Q4: 19,601 shares; 2026Q1: 20,075 shares; 2026Q2: 20,046 shares 20,046 $1.81M 1.07% -29 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,703 shares; 2025Q1: 9,570 shares; 2025Q2: not loaded; 2025Q3: 9,253 shares; 2025Q4: 9,082 shares; 2026Q1: 9,069 shares; 2026Q2: 9,644 shares 9,644 $1.79M 1.06% +575 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,048 shares; 2025Q1: 16,340 shares; 2025Q2: not loaded; 2025Q3: 18,143 shares; 2025Q4: 18,095 shares; 2026Q1: 18,805 shares; 2026Q2: 20,624 shares 20,624 $1.78M 1.06% +1,819 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; 2024Q3: restricted; 2024Q4: 2,292 shares; 2025Q1: 2,307 shares; 2025Q2: not loaded; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,312 shares 2,312 $1.73M 1.02% +8 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,828 shares; 2025Q1: 17,031 shares; 2025Q2: not loaded; 2025Q3: 20,943 shares; 2025Q4: 21,037 shares; 2026Q1: 20,000 shares; 2026Q2: 18,179 shares 18,179 $1.73M 1.02% -1,821 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; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 3,387 shares; 2025Q2: not loaded; 2025Q3: 4,457 shares; 2025Q4: 5,463 shares; 2026Q1: 5,647 shares; 2026Q2: 6,340 shares 6,340 $1.71M 1.02% +693 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; 2024Q3: restricted; 2024Q4: 55,894 shares; 2025Q1: 51,536 shares; 2025Q2: not loaded; 2025Q3: 50,380 shares; 2025Q4: 48,616 shares; 2026Q1: 48,567 shares; 2026Q2: 47,335 shares 47,335 $1.51M 0.9% -1,232 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; 2024Q3: restricted; 2024Q4: 2,845 shares; 2025Q1: 2,778 shares; 2025Q2: not loaded; 2025Q3: 2,771 shares; 2025Q4: 2,767 shares; 2026Q1: 2,736 shares; 2026Q2: 2,887 shares 2,887 $1.44M 0.86% +151 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; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,469 shares; 2025Q2: not loaded; 2025Q3: 1,476 shares; 2025Q4: 1,460 shares; 2026Q1: 1,458 shares; 2026Q2: 1,535 shares 1,535 $1.44M 0.85% +77 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,894 shares; 2025Q1: 7,117 shares; 2025Q2: not loaded; 2025Q3: 13,201 shares; 2025Q4: 14,474 shares; 2026Q1: 15,115 shares; 2026Q2: 17,909 shares 17,909 $1.4M 0.83% +2,794 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; 2024Q3: restricted; 2024Q4: 11,366 shares; 2025Q1: 12,609 shares; 2025Q2: not loaded; 2025Q3: 14,411 shares; 2025Q4: 17,556 shares; 2026Q1: 19,525 shares; 2026Q2: 24,142 shares 24,142 $1.4M 0.83% +4,617 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 576 shares; 2025Q2: not loaded; 2025Q3: 5,387 shares; 2025Q4: 7,631 shares; 2026Q1: 7,996 shares; 2026Q2: 7,483 shares 7,483 $1.38M 0.82% -513 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 9,108 shares; 2025Q2: not loaded; 2025Q3: 12,842 shares; 2025Q4: 12,907 shares; 2026Q1: 13,277 shares; 2026Q2: 11,405 shares 11,405 $1.35M 0.8% -1,872 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,491 shares; 2025Q1: 5,382 shares; 2025Q2: not loaded; 2025Q3: 5,376 shares; 2025Q4: 5,348 shares; 2026Q1: 5,326 shares; 2026Q2: 5,302 shares 5,302 $1.33M 0.79% -24 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; 2024Q3: restricted; 2024Q4: 1,814 shares; 2025Q1: 1,958 shares; 2025Q2: not loaded; 2025Q3: 2,214 shares; 2025Q4: 2,258 shares; 2026Q1: 2,231 shares; 2026Q2: 2,560 shares 2,560 $1.3M 0.77% +329 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; 2024Q3: restricted; 2024Q4: 2,120 shares; 2025Q1: 2,485 shares; 2025Q2: not loaded; 2025Q3: 2,954 shares; 2025Q4: 2,920 shares; 2026Q1: 3,137 shares; 2026Q2: 3,606 shares 3,606 $1.28M 0.76% +469 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; 2024Q3: restricted; 2024Q4: 2,676 shares; 2025Q1: 2,911 shares; 2025Q2: not loaded; 2025Q3: 3,414 shares; 2025Q4: 4,143 shares; 2026Q1: 4,487 shares; 2026Q2: 5,548 shares 5,548 $1.22M 0.72% +1,061 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,431 shares; 2025Q1: 8,431 shares; 2025Q2: not loaded; 2025Q3: 8,479 shares; 2025Q4: 8,479 shares; 2026Q1: 8,472 shares; 2026Q2: 8,168 shares 8,168 $1.2M 0.71% -304 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; 2024Q3: restricted; 2024Q4: 14,155 shares; 2025Q1: 14,108 shares; 2025Q2: not loaded; 2025Q3: 14,083 shares; 2025Q4: 14,247 shares; 2026Q1: 13,972 shares; 2026Q2: 13,913 shares 13,913 $1.17M 0.69% -59 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,203 shares; 2025Q1: 3,599 shares; 2025Q2: not loaded; 2025Q3: 4,158 shares; 2025Q4: 4,119 shares; 2026Q1: 3,846 shares; 2026Q2: 3,690 shares 3,690 $1.16M 0.68% -156 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 216 shares; 2025Q4: 5,325 shares; 2026Q1: 6,957 shares; 2026Q2: 8,362 shares 8,362 $1.11M 0.66% +1,405 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,067 shares 8,067 $1.1M 0.65% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,217 shares; 2025Q1: 2,207 shares; 2025Q2: not loaded; 2025Q3: 3,805 shares; 2025Q4: 5,104 shares; 2026Q1: 5,439 shares; 2026Q2: 6,100 shares 6,100 $1.01M 0.6% +661 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,532 shares; 2025Q1: 9,243 shares; 2025Q2: not loaded; 2025Q3: 11,986 shares; 2025Q4: 12,941 shares; 2026Q1: 13,537 shares; 2026Q2: 15,905 shares 15,905 $987K 0.58% +2,368 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,149 shares; 2025Q1: 4,774 shares; 2025Q2: not loaded; 2025Q3: 4,535 shares; 2025Q4: 4,561 shares; 2026Q1: 4,018 shares; 2026Q2: 4,917 shares 4,917 $984K 0.58% +899 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: not loaded; 2025Q3: 4,353 shares; 2025Q4: 4,052 shares; 2026Q1: 4,053 shares; 2026Q2: 4,010 shares 4,010 $984K 0.58% -43 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,772 shares; 2025Q1: 13,843 shares; 2025Q2: not loaded; 2025Q3: 13,387 shares; 2025Q4: 13,397 shares; 2026Q1: 13,397 shares; 2026Q2: 13,267 shares 13,267 $955K 0.57% -130 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,928 shares; 2025Q1: 1,920 shares; 2025Q2: not loaded; 2025Q3: 2,061 shares; 2025Q4: 2,009 shares; 2026Q1: 2,045 shares; 2026Q2: 2,642 shares 2,642 $944K 0.56% +597 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,123 shares; 2025Q1: 38,051 shares; 2025Q2: not loaded; 2025Q3: 39,785 shares; 2025Q4: 40,434 shares; 2026Q1: 41,933 shares; 2026Q2: 34,300 shares 34,300 $943K 0.56% -7,633 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,345 shares; 2025Q2: not loaded; 2025Q3: 20,948 shares; 2025Q4: 21,748 shares; 2026Q1: 21,968 shares; 2026Q2: 19,815 shares 19,815 $921K 0.55% -2,153 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: not loaded; 2025Q3: 4,555 shares; 2025Q4: 5,774 shares; 2026Q1: 6,202 shares; 2026Q2: 6,824 shares 6,824 $891K 0.53% +622 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; 2024Q3: restricted; 2024Q4: 6,609 shares; 2025Q1: 6,589 shares; 2025Q2: not loaded; 2025Q3: 6,454 shares; 2025Q4: 6,387 shares; 2026Q1: 6,264 shares; 2026Q2: 5,999 shares 5,999 $880K 0.52% -265 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,201 shares; 2025Q1: 9,316 shares; 2025Q2: not loaded; 2025Q3: 9,261 shares; 2025Q4: 9,140 shares; 2026Q1: 9,139 shares; 2026Q2: 8,898 shares 8,898 $852K 0.5% -241 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; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 990 shares; 2025Q2: not loaded; 2025Q3: 978 shares; 2025Q4: 976 shares; 2026Q1: 978 shares; 2026Q2: 984 shares 984 $725K 0.43% +6 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: 866 shares; 2025Q2: not loaded; 2025Q3: 867 shares; 2025Q4: 863 shares; 2026Q1: 858 shares; 2026Q2: 849 shares 849 $636K 0.38% -9 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: not loaded; 2025Q3: 2,204 shares; 2025Q4: 2,191 shares; 2026Q1: 2,195 shares; 2026Q2: 2,212 shares 2,212 $616K 0.36% +17 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,974 shares; 2025Q1: 4,498 shares; 2025Q2: not loaded; 2025Q3: 6,169 shares; 2025Q4: 5,564 shares; 2026Q1: 6,117 shares; 2026Q2: 4,657 shares 4,657 $612K 0.36% -1,460 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 298 shares; 2025Q4: 2,527 shares; 2026Q1: 4,436 shares; 2026Q2: 6,047 shares 6,047 $577K 0.34% +1,611 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; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 2,357 shares; 2025Q2: not loaded; 2025Q3: 3,281 shares; 2025Q4: 3,580 shares; 2026Q1: 3,971 shares; 2026Q2: 4,851 shares 4,851 $552K 0.33% +880 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,451 shares; 2025Q1: 10,238 shares; 2025Q2: not loaded; 2025Q3: 11,588 shares; 2025Q4: 10,999 shares; 2026Q1: 10,818 shares; 2026Q2: 11,383 shares 11,383 $537K 0.32% +565 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 7,734 shares 7,734 $483K 0.29% +7,733 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not loaded; 2025Q3: 907 shares; 2025Q4: 914 shares; 2026Q1: 927 shares; 2026Q2: 1,216 shares 1,216 $459K 0.27% +289 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; 2024Q3: restricted; 2024Q4: 2,437 shares; 2025Q1: 2,338 shares; 2025Q2: not loaded; 2025Q3: 2,273 shares; 2025Q4: 2,275 shares; 2026Q1: 2,271 shares; 2026Q2: 2,323 shares 2,323 $442K 0.26% +52 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,637 shares; 2025Q1: 8,637 shares; 2025Q2: not loaded; 2025Q3: 8,641 shares; 2025Q4: 8,649 shares; 2026Q1: 8,740 shares; 2026Q2: 8,779 shares 8,779 $417K 0.25% +39 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: not loaded; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 2,869 shares 2,869 $356K 0.21% +2,490 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: not loaded; 2025Q3: 94 shares; 2025Q4: 7,395 shares; 2026Q1: 9,085 shares; 2026Q2: 7,266 shares 7,266 $314K 0.19% -1,819 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 1,852 shares 1,852 $311K 0.18% +1,848 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 610 shares 610 $306K 0.18% +606 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,580 shares; 2025Q1: 1,516 shares; 2025Q2: not loaded; 2025Q3: 1,399 shares; 2025Q4: 1,343 shares; 2026Q1: 1,314 shares; 2026Q2: 1,258 shares 1,258 $305K 0.18% -56 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,724 shares 9,724 $278K 0.16% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,403 shares; 2025Q1: 37,083 shares; 2025Q2: not loaded; 2025Q3: 37,083 shares; 2025Q4: 32,378 shares; 2026Q1: 29,488 shares; 2026Q2: 26,288 shares 26,288 $276K 0.16% -3,200 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: not loaded; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,496 shares 1,496 $264K 0.16% +103 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not loaded; 2025Q3: 333 shares; 2025Q4: 287 shares; 2026Q1: 284 shares; 2026Q2: 2,199 shares 2,199 $263K 0.16% +1,915 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: not loaded; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 41 shares; 2026Q2: 969 shares 969 $262K 0.16% +928 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; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 748 shares; 2025Q2: not loaded; 2025Q3: 743 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,359 shares 1,359 $259K 0.15% -36 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: not loaded; 2025Q3: 2,813 shares; 2025Q4: 2,799 shares; 2026Q1: 2,660 shares; 2026Q2: 2,636 shares 2,636 $254K 0.15% -24 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: not loaded; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 237 shares 237 $252K 0.15% +194 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; 2024Q3: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: not loaded; 2025Q3: 1,208 shares; 2025Q4: 1,148 shares; 2026Q1: 1,018 shares; 2026Q2: 2,713 shares 2,713 $250K 0.15% +1,695 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 774 shares 774 $244K 0.14% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,486 shares; 2025Q1: 11,987 shares; 2025Q2: not loaded; 2025Q3: 11,485 shares; 2025Q4: 11,602 shares; 2026Q1: 11,072 shares; 2026Q2: 11,349 shares 11,349 $233K 0.14% +277 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,564 shares; 2025Q1: 12,322 shares; 2025Q2: not loaded; 2025Q3: 11,612 shares; 2025Q4: 11,833 shares; 2026Q1: 11,082 shares; 2026Q2: 11,327 shares 11,327 $231K 0.14% +245 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; 2024Q3: restricted; 2024Q4: 607 shares; 2025Q1: 603 shares; 2025Q2: not loaded; 2025Q3: 599 shares; 2025Q4: 598 shares; 2026Q1: 599 shares; 2026Q2: 652 shares 652 $230K 0.14% +53 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not loaded; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 306 shares 306 $221K 0.13% +99 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,967 shares 4,967 $215K 0.13% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,182 shares; 2025Q1: 12,196 shares; 2025Q2: not loaded; 2025Q3: 12,202 shares; 2025Q4: 12,267 shares; 2026Q1: 12,209 shares; 2026Q2: 12,582 shares 12,582 $209K 0.12% +373 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; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: not loaded; 2025Q3: 263 shares; 2025Q4: 293 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $207K 0.12% 0 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; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 88 shares; 2025Q2: not loaded; 2025Q3: 326 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 2,346 shares 2,346 $202K 0.12% +1,955 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; 2024Q3: restricted; 2024Q4: 555 shares; 2025Q1: 530 shares; 2025Q2: not loaded; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 509 shares; 2026Q2: 609 shares 609 $199K 0.12% +100 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,877 shares; 2025Q1: 35,022 shares; 2025Q2: not loaded; 2025Q3: 39,872 shares; 2025Q4: 10,839 shares; 2026Q1: 10,419 shares; 2026Q2: 10,354 shares 10,354 $198K 0.12% -65 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,187 shares; 2025Q4: 4,230 shares; 2026Q1: 6,769 shares; 2026Q2: 9,147 shares 9,147 $187K 0.11% +2,378 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,422 shares; 2025Q1: 6,771 shares; 2025Q2: not loaded; 2025Q3: 6,453 shares; 2025Q4: 6,526 shares; 2026Q1: 6,931 shares; 2026Q2: 7,445 shares 7,445 $172K 0.1% +514 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: not loaded; 2025Q3: 4,845 shares; 2025Q4: 4,854 shares; 2026Q1: 4,614 shares; 2026Q2: 4,614 shares 4,614 $170K 0.1% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 222 shares; 2025Q2: not loaded; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 206 shares 206 $156K 0.09% -17 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; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: not loaded; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,626 shares; 2026Q2: 1,655 shares 1,655 $145K 0.09% +29 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $145K 0.09% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 374 shares; 2025Q2: not loaded; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 373 shares; 2026Q2: 573 shares 573 $145K 0.09% +200 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; 2024Q3: restricted; 2024Q4: 869 shares; 2025Q1: 634 shares; 2025Q2: not loaded; 2025Q3: 615 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $144K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: not loaded; 2025Q3: 1,265 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares; 2026Q2: 1,226 shares 1,226 $144K 0.09% +10 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; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 210 shares; 2025Q2: not loaded; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 210 shares 210 $138K 0.08% +3 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,470 shares; 2025Q2: not loaded; 2025Q3: 6,261 shares; 2025Q4: 5,951 shares; 2026Q1: 6,316 shares; 2026Q2: 6,621 shares 6,621 $137K 0.08% +305 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 821 shares; 2025Q2: not loaded; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $137K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: not loaded; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares 1,293 $134K 0.08% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: not loaded; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 257 shares 257 $134K 0.08% +11 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 2,209 shares 2,209 $126K 0.07% +2,173 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: not loaded; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 158 shares; 2026Q2: 162 shares 162 $124K 0.07% +4 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 767 shares; 2025Q1: 790 shares; 2025Q2: not loaded; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 790 shares 790 $124K 0.07% +38 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: not loaded; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 350 shares; 2026Q2: 326 shares 326 $117K 0.07% -24 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; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 639 shares 639 $114K 0.07% +634 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: not loaded; 2025Q3: 884 shares; 2025Q4: 887 shares; 2026Q1: 887 shares; 2026Q2: 953 shares 953 $112K 0.07% +66 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 417 shares; 2025Q1: 401 shares; 2025Q2: not loaded; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 359 shares 359 $107K 0.06% -21 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: not loaded; 2025Q3: 196 shares; 2025Q4: 194 shares; 2026Q1: 196 shares; 2026Q2: 209 shares 209 $107K 0.06% +13 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,533 shares; 2025Q1: 6,649 shares; 2025Q2: not loaded; 2025Q3: 6,051 shares; 2025Q4: 5,881 shares; 2026Q1: 5,701 shares; 2026Q2: 5,736 shares 5,736 $107K 0.06% +35 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; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: not loaded; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 45 shares; 2026Q2: 188 shares 188 $106K 0.06% +143 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: not loaded; 2025Q3: 478 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $105K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 39,799 shares; 2025Q1: 41,081 shares; 2025Q2: not loaded; 2025Q3: 43,028 shares; 2025Q4: 2,726 shares; 2026Q1: 138 shares; 2026Q2: 4,080 shares 4,080 $100K 0.06% +3,942 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,767 shares; 2025Q1: 14,767 shares; 2025Q2: not loaded; 2025Q3: 11,047 shares; 2025Q4: 8,302 shares; 2026Q1: 6,202 shares; 2026Q2: 4,027 shares 4,027 $94.8K 0.06% -2,175 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 105 shares; 2025Q2: not loaded; 2025Q3: 135 shares; 2025Q4: 165 shares; 2026Q1: 138 shares; 2026Q2: 223 shares 223 $93.8K 0.06% +85 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; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 677 shares; 2025Q2: not loaded; 2025Q3: 693 shares; 2025Q4: 691 shares; 2026Q1: 435 shares; 2026Q2: 463 shares 463 $83.8K 0.05% +28 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; 2024Q3: restricted; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: not loaded; 2025Q3: 550 shares; 2025Q4: 547 shares; 2026Q1: 572 shares; 2026Q2: 579 shares 579 $82.9K 0.05% +7 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: not loaded; 2025Q3: 145 shares; 2025Q4: 141 shares; 2026Q1: 143 shares; 2026Q2: 167 shares 167 $82K 0.05% +24 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $81K 0.05% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 1,800 shares; 2025Q2: not loaded; 2025Q3: 2,846 shares; 2025Q4: 2,811 shares; 2026Q1: 3,191 shares; 2026Q2: 3,792 shares 3,792 $79.8K 0.05% +601 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 1,065 shares 1,065 $78.1K 0.05% +1,055 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $77.8K 0.05% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 697 shares; 2025Q1: 676 shares; 2025Q2: not loaded; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 591 shares 591 $77.8K 0.05% -41 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 364 shares 364 $77.2K 0.05% +363 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 618 shares; 2025Q2: not loaded; 2025Q3: 618 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $76.8K 0.05% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $76.7K 0.05% new 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; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 414 shares; 2025Q2: not loaded; 2025Q3: 310 shares; 2025Q4: 304 shares; 2026Q1: 278 shares; 2026Q2: 322 shares 322 $76.3K 0.05% +44 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; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: not loaded; 2025Q3: 871 shares; 2025Q4: 844 shares; 2026Q1: 847 shares; 2026Q2: 704 shares 704 $75.7K 0.04% -143 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $75.1K 0.04% new Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $73.7K 0.04% new 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; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: not loaded; 2025Q3: 24 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 61 shares 61 $73.2K 0.04% +48 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 308 shares 308 $73.1K 0.04% +307 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,593 shares 2,593 $70.5K 0.04% new 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; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 61 shares 61 $70.4K 0.04% +51 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares; 2026Q2: 670 shares 670 $68.6K 0.04% -590 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; 2024Q3: restricted; 2024Q4: 1,567 shares; 2025Q1: 1,440 shares; 2025Q2: not loaded; 2025Q3: 1,380 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $67.8K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: not loaded; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $67.8K 0.04% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $67.6K 0.04% new 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; 2024Q3: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: not loaded; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,073 shares; 2026Q2: 1,181 shares 1,181 $67.3K 0.04% +108 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not loaded; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $67K 0.04% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $64.9K 0.04% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not loaded; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $64.1K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 109 shares 109 $63.3K 0.04% +95 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 180 shares; 2025Q2: not loaded; 2025Q3: 157 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $61.5K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: not loaded; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 238 shares 238 $60.8K 0.04% -6 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: not loaded; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 271 shares 271 $60.8K 0.04% +5 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 438 shares; 2025Q2: not loaded; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 401 shares 401 $60.2K 0.04% -37 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: not loaded; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 262 shares 262 $59.9K 0.04% -25 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: not loaded; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $59.5K 0.04% 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; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not loaded; 2025Q3: 637 shares; 2025Q4: 633 shares; 2026Q1: 637 shares; 2026Q2: 646 shares 646 $59.5K 0.04% +9 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; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 48 shares 48 $56.4K 0.03% +43 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: not loaded; 2025Q3: 2,328 shares; 2025Q4: 2,326 shares; 2026Q1: 1,909 shares; 2026Q2: 1,909 shares 1,909 $56.2K 0.03% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: 3,124 shares; 2025Q2: not loaded; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,179 shares; 2026Q2: 3,404 shares 3,404 $55.8K 0.03% +225 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: not loaded; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $55.7K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: not loaded; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $54.4K 0.03% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: not loaded; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $53.7K 0.03% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: not loaded; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $53.4K 0.03% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: not loaded; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $53.2K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: not loaded; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares 1,443 $53K 0.03% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not loaded; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 599 shares 599 $52.2K 0.03% +299 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 209 shares 209 $51.5K 0.03% +205 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares 681 $50.9K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 22 shares 22 $50K 0.03% +21 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 246 shares; 2025Q2: not loaded; 2025Q3: 260 shares; 2025Q4: 212 shares; 2026Q1: 211 shares; 2026Q2: 237 shares 237 $49.5K 0.03% +26 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226 shares 226 $48.9K 0.03% new 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; 2024Q3: restricted; 2024Q4: 186 shares; 2025Q1: 182 shares; 2025Q2: not loaded; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 202 shares; 2026Q2: 173 shares 173 $48.6K 0.03% -29 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 958 shares; 2025Q1: 675 shares; 2025Q2: not loaded; 2025Q3: 682 shares; 2025Q4: 677 shares; 2026Q1: 675 shares; 2026Q2: 685 shares 685 $48.3K 0.03% +10 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; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: not loaded; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $47.2K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: not loaded; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $45.8K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 448 shares; 2025Q2: not loaded; 2025Q3: 424 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 439 shares 439 $45.6K 0.03% +11 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: not loaded; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 196 shares 196 $44.2K 0.03% -24 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: not loaded; 2025Q3: 445 shares; 2025Q4: 444 shares; 2026Q1: 429 shares; 2026Q2: 485 shares 485 $44K 0.03% +56 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; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: not loaded; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $42.5K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: not loaded; 2025Q3: 396 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares 792 $40.3K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: not loaded; 2025Q3: 550 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $39K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: not loaded; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 528 shares 528 $38.8K 0.02% +273 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: not loaded; 2025Q3: 502 shares; 2025Q4: 448 shares; 2026Q1: 444 shares; 2026Q2: 454 shares 454 $37.9K 0.02% +10 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,339 shares 1,339 $37.5K 0.02% new Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,154 shares 2,154 $37.3K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: not loaded; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 152 shares; 2026Q2: 171 shares 171 $37K 0.02% +19 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not loaded; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 107 shares; 2026Q2: 123 shares 123 $36.6K 0.02% +16 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not loaded; 2025Q3: 52 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 57 shares 57 $36.2K 0.02% +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; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: not loaded; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $35.9K 0.02% 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; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: not loaded; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $35.7K 0.02% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: not loaded; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $35.2K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not loaded; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $35.1K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: not loaded; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 237 shares 237 $33.1K 0.02% +80 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: not loaded; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $31.8K 0.02% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: not loaded; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $31.5K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not loaded; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 320 shares 320 $30.8K 0.02% +13 Timeline VIOG 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not loaded; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $30.7K 0.02% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,493 shares; 2025Q2: not loaded; 2025Q3: 1,393 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $30.6K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not loaded; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 22 shares; 2026Q2: 81 shares 81 $30.2K 0.02% +59 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $29.2K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: not loaded; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $29.1K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: not loaded; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $28.3K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not loaded; 2025Q3: 286 shares; 2025Q4: 276 shares; 2026Q1: 278 shares; 2026Q2: 238 shares 238 $27.8K 0.02% -40 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; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not loaded; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $27.7K 0.02% 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; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: not loaded; 2025Q3: 301 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $27.3K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: not loaded; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 121 shares 121 $27K 0.02% +4 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; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: not loaded; 2025Q3: 103 shares; 2025Q4: 89 shares; 2026Q1: 88 shares; 2026Q2: 77 shares 77 $25.8K 0.02% -11 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: not loaded; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $25.4K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,350 shares; 2025Q1: 1,671 shares; 2025Q2: not loaded; 2025Q3: 793 shares; 2025Q4: 361 shares; 2026Q1: 225 shares; 2026Q2: 244 shares 244 $24.9K 0.01% +19 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 32 shares; 2025Q2: not loaded; 2025Q3: 32 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $23.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 178 shares; 2025Q2: not loaded; 2025Q3: 168 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $23.8K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,094 shares; 2025Q1: 1,035 shares; 2025Q2: not loaded; 2025Q3: 1,045 shares; 2025Q4: 529 shares; 2026Q1: 42 shares; 2026Q2: 57 shares 57 $23.7K 0.01% +15 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: not loaded; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $22.3K 0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $22.3K 0.01% new 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; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: not loaded; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 147 shares; 2026Q2: 151 shares 151 $21.9K 0.01% +4 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: not loaded; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $21.6K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $20.6K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: not loaded; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $20.4K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 137 shares; 2025Q2: not loaded; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $19.9K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 58 shares; 2026Q1: 62 shares; 2026Q2: 271 shares 271 $19.3K 0.01% +209 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; 2024Q3: restricted; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: not loaded; 2025Q3: 567 shares; 2025Q4: 562 shares; 2026Q1: 568 shares; 2026Q2: 541 shares 541 $18.8K 0.01% -27 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: not loaded; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 47 shares 47 $18.2K 0.01% +4 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; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: not loaded; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 218 shares 218 $17.9K 0.01% -5 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: not loaded; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 212 shares 212 $17.1K 0.01% +159 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: not loaded; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 122 shares 122 $17K 0.01% +5 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: not loaded; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 350 shares; 2026Q2: 375 shares 375 $16.9K 0.01% +25 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 30 shares; 2026Q2: 203 shares 203 $16.8K 0.01% +173 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 42 shares 42 $16.7K 0.01% +37 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: not loaded; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $16.6K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: not loaded; 2025Q3: 335 shares; 2025Q4: 334 shares; 2026Q1: 330 shares; 2026Q2: 336 shares 336 $16.5K 0.01% +6 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $16.4K 0.01% new 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 40 shares 40 $16.3K 0.01% +33 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 53 shares; 2025Q2: not loaded; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 53 shares 53 $16.1K 0.01% +13 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: not loaded; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $15.8K 0.01% 0 Timeline AFGR 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; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not loaded; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $15.7K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,992 shares; 2025Q1: 1,594 shares; 2025Q2: not loaded; 2025Q3: 857 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $15.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: not loaded; 2025Q3: 96 shares; 2025Q4: 91 shares; 2026Q1: 102 shares; 2026Q2: 118 shares 118 $14.9K 0.01% +16 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: not loaded; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $14.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: not loaded; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $14.9K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: not loaded; 2025Q3: 114 shares; 2025Q4: 116 shares; 2026Q1: 115 shares; 2026Q2: 119 shares 119 $14.8K 0.01% +4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: not loaded; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 76 shares 76 $14.4K 0.01% +19 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: not loaded; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 66 shares 66 $14.4K 0.01% -36 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 33 shares 33 $14.3K 0.01% +22 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 231 shares 231 $14K 0.01% +218 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 14 shares; 2026Q2: 138 shares 138 $13.7K 0.01% +124 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: not loaded; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $13.7K 0.01% 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; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not loaded; 2025Q3: 46 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 59 shares 59 $13.2K 0.01% +9 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not loaded; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $13.1K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: not loaded; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $12.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: not loaded; 2025Q3: 443 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 609 shares 609 $12.6K 0.01% +122 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; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: not loaded; 2025Q3: 34 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 34 shares 34 $12.5K 0.01% -200 Timeline SPEM 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; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: not loaded; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $12.4K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not loaded; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 49 shares 49 $11.9K 0.01% -1 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: not loaded; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $11.9K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 12 shares 12 $11.7K 0.01% +11 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; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: not loaded; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $11.6K 0.01% 0 Timeline AIRR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 84 shares 84 $11.2K 0.01% +28 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 18 shares; 2026Q2: 28 shares 28 $11.1K 0.01% +10 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: not loaded; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 212 shares 212 $11.1K 0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 32 shares 32 $10.6K 0.01% +27 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; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 56 shares; 2025Q2: not loaded; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $10.4K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 47 shares 47 $10.4K 0.01% +44 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: not loaded; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $10.3K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 80 shares 80 $10.1K 0.01% +69 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; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: not loaded; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $10K 0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195 shares 195 $9.82K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 20 shares; 2026Q2: 29 shares 29 $9.81K 0.01% +9 Timeline CWI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $9.68K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 32 shares 32 $9.65K 0.01% +31 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not loaded; 2025Q3: 80 shares; 2025Q4: 89 shares; 2026Q1: 92 shares; 2026Q2: 104 shares 104 $9.54K 0.01% +12 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $9.42K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 9 shares; 2026Q2: 119 shares 119 $9.38K 0.01% +110 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 98 shares 98 $9.09K 0.01% +91 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 55 shares 55 $9K 0.01% +52 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 2 shares; 2026Q2: 27 shares 27 $8.96K 0.01% +25 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: not loaded; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $8.8K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not loaded; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $8.6K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: not loaded; 2025Q3: 246 shares; 2025Q4: 252 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $8.59K 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not loaded; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 47 shares; 2026Q2: 53 shares 53 $8.58K 0.01% +6 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; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 41 shares; 2025Q2: not loaded; 2025Q3: 57 shares; 2025Q4: 53 shares; 2026Q1: 40 shares; 2026Q2: 85 shares 85 $8.18K <0.01% +45 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; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: not loaded; 2025Q3: 51 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $8.17K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 19 shares; 2026Q1: 20 shares; 2026Q2: 21 shares 21 $8.1K <0.01% +1 Timeline PSI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares 43 $8.08K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 10 shares; 2026Q2: 27 shares 27 $8.05K <0.01% +17 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: not loaded; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $7.94K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: not loaded; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 67 shares; 2026Q2: 73 shares 73 $7.88K <0.01% +6 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: not loaded; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $7.79K <0.01% 0 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not loaded; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $7.64K <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 409 shares; 2025Q2: not loaded; 2025Q3: 66 shares; 2025Q4: 33 shares; 2026Q1: 39 shares; 2026Q2: 56 shares 56 $7.58K <0.01% +17 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; 2024Q3: restricted; 2024Q4: 2,293 shares; 2025Q1: 307 shares; 2025Q2: not loaded; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 58 shares 58 $7.45K <0.01% +37 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $7.16K <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; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $7.08K <0.01% +4 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; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: not loaded; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $7K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,456 shares; 2025Q1: 14,437 shares; 2025Q2: not loaded; 2025Q3: 14,277 shares; 2025Q4: 13,694 shares; 2026Q1: 13,335 shares; 2026Q2: 246 shares 246 $6.97K <0.01% -13,089 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 49 shares 49 $6.86K <0.01% +32 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 13 shares 13 $6.75K <0.01% +9 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; 2024Q3: restricted; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: not loaded; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $6.67K <0.01% 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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not loaded; 2025Q3: 80 shares; 2025Q4: 87 shares; 2026Q1: 80 shares; 2026Q2: 157 shares 157 $6.65K <0.01% +77 Timeline FXU 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; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: not loaded; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $6.46K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 86 shares 86 $6.39K <0.01% +76 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 37 shares; 2025Q4: 39 shares; 2026Q1: 35 shares; 2026Q2: 39 shares 39 $6.35K <0.01% +4 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not loaded; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $6.28K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: not loaded; 2025Q3: 29 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $6.13K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 182 shares 182 $6.06K <0.01% -390 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: not loaded; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $5.99K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not loaded; 2025Q3: 48 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 55 shares 55 $5.93K <0.01% +3 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 143 shares 143 $5.91K <0.01% +137 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $5.86K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $5.79K <0.01% +4 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 9 shares 9 $5.75K <0.01% +6 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; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: not loaded; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 25 shares 25 $5.59K <0.01% +6 Timeline FBT 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; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $5.45K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $5.45K <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: not loaded; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $5.38K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $5.36K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not loaded; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 20 shares 20 $5.21K <0.01% +5 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not loaded; 2025Q3: 48 shares; 2025Q4: 43 shares; 2026Q1: 40 shares; 2026Q2: 47 shares 47 $5.16K <0.01% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 20 shares 20 $5.11K <0.01% +14 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: not loaded; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $4.96K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $4.88K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $4.86K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: not loaded; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 60 shares 60 $4.82K <0.01% -173 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: not loaded; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 43 shares; 2026Q2: 57 shares 57 $4.82K <0.01% +14 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: not loaded; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $4.79K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 4 shares; 2026Q2: 28 shares 28 $4.76K <0.01% +24 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 87 shares 87 $4.63K <0.01% +82 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 9 shares 9 $4.58K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 11 shares; 2025Q4: 15 shares; 2026Q1: 11 shares; 2026Q2: 30 shares 30 $4.54K <0.01% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: 3 shares; 2026Q2: 17 shares 17 $4.44K <0.01% +14 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 19 shares 19 $4.31K <0.01% +13 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 10 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $4.21K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 12 shares 12 $4.09K <0.01% +7 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 17 shares 17 $4.06K <0.01% +15 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 12 shares 12 $4.02K <0.01% +7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 3 shares; 2026Q2: 8 shares 8 $3.97K <0.01% +5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: not loaded; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 8 shares; 2026Q2: 12 shares 12 $3.96K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 38 shares 38 $3.93K <0.01% +27 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 12 shares; 2026Q2: 25 shares 25 $3.92K <0.01% +13 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 14 shares 14 $3.76K <0.01% +10 Timeline PCY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171 shares 171 $3.71K <0.01% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares 63 $3.71K <0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: not loaded; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $3.54K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 26 shares 26 $3.52K <0.01% +17 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not loaded; 2025Q3: 33 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 41 shares 41 $3.47K <0.01% +10 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 37 shares 37 $3.46K <0.01% +27 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 8 shares 8 $3.45K <0.01% +5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 13 shares; 2026Q1: 19 shares; 2026Q2: 59 shares 59 $3.4K <0.01% +40 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 9 shares; 2026Q2: 46 shares 46 $3.32K <0.01% +37 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 61 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 137 shares 137 $3.3K <0.01% +87 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 10 shares; 2026Q2: 21 shares 21 $3.23K <0.01% +11 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 24 shares 24 $3.11K <0.01% +21 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 1 shares; 2026Q2: 6 shares 6 $3.09K <0.01% +5 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: not loaded; 2025Q3: 69 shares; 2025Q4: 72 shares; 2026Q1: 70 shares; 2026Q2: 78 shares 78 $3.03K <0.01% +8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 8 shares 8 $3K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.95K <0.01% 0 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: not loaded; 2025Q3: 277 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $2.94K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 13 shares 13 $2.91K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 3 shares 3 $2.88K <0.01% +2 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 4 shares 4 $2.88K <0.01% +3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 5 shares; 2026Q2: 17 shares 17 $2.83K <0.01% +12 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 7 shares; 2026Q2: 19 shares 19 $2.78K <0.01% +12 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $2.74K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,862 shares; 2025Q1: 4,816 shares; 2025Q2: not loaded; 2025Q3: 4,716 shares; 2025Q4: 4,571 shares; 2026Q1: 2,097 shares; 2026Q2: 140 shares 140 $2.73K <0.01% -1,957 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $2.68K <0.01% +4 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 2 shares 2 $2.66K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $2.59K <0.01% +4 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares 116 $2.59K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 18 shares 18 $2.46K <0.01% +10 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 31 shares; 2025Q2: not loaded; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $2.45K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 7 shares 7 $2.45K <0.01% +3 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 5 shares 5 $2.42K <0.01% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 7 shares 7 $2.41K <0.01% +5 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $2.37K <0.01% +4 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 24 shares; 2025Q2: not loaded; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.3K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 9 shares 9 $2.29K <0.01% +5 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: not loaded; 2025Q3: 92 shares; 2025Q4: 68 shares; 2026Q1: 89 shares; 2026Q2: 129 shares 129 $2.29K <0.01% +40 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 47 shares 47 $2.26K <0.01% +29 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: not reported; 2026Q2: 22 shares 22 $2.21K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 8 shares 8 $2.16K <0.01% +5 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52 shares 52 $2.15K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 3 shares 3 $2.14K <0.01% +2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 34 shares 34 $2.14K <0.01% +21 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 10 shares 10 $2.13K <0.01% +6 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 7 shares 7 $2.12K <0.01% +5 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: not loaded; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 93 shares 93 $2.12K <0.01% -115 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.11K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $2.08K <0.01% +1 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 8 shares 8 $2.08K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 4 shares; 2026Q2: 5 shares 5 $2.08K <0.01% +1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares; 2026Q2: 12 shares 12 $2.04K <0.01% -1,274 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 11 shares 11 $2.03K <0.01% +6 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 14 shares 14 $2K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 4 shares 4 $1.96K <0.01% +2 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 4 shares 4 $1.93K <0.01% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 11 shares; 2026Q2: 47 shares 47 $1.93K <0.01% +36 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.93K <0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $1.91K <0.01% +4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 8 shares 8 $1.9K <0.01% +6 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $1.89K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 23 shares; 2026Q2: 44 shares 44 $1.88K <0.01% +21 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 24 shares 24 $1.85K <0.01% +17 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; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not loaded; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $1.84K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.81K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 15 shares 15 $1.8K <0.01% +11 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 10 shares 10 $1.8K <0.01% +7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.79K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 18 shares 18 $1.77K <0.01% +13 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.77K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $1.76K <0.01% +4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $1.74K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 65 shares 65 $1.73K <0.01% +43 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.72K <0.01% +1 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not loaded; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $1.71K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 7 shares 7 $1.69K <0.01% +5 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 10 shares 10 $1.69K <0.01% +7 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.66K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares; 2026Q2: 14 shares 14 $1.66K <0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.65K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 19 shares 19 $1.65K <0.01% +15 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 10 shares; 2026Q2: 18 shares 18 $1.65K <0.01% +8 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,901 shares; 2025Q1: 3,567 shares; 2025Q2: not loaded; 2025Q3: 4,009 shares; 2025Q4: 909 shares; 2026Q1: 1 shares; 2026Q2: 8 shares 8 $1.64K <0.01% +7 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 8 shares; 2026Q2: 24 shares 24 $1.64K <0.01% +16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 17 shares; 2025Q4: 11 shares; 2026Q1: 20 shares; 2026Q2: 35 shares 35 $1.63K <0.01% +15 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $1.61K <0.01% +4 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 10 shares 10 $1.6K <0.01% +7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 6 shares; 2026Q2: 14 shares 14 $1.56K <0.01% +8 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: not loaded; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $1.55K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 31 shares 31 $1.54K <0.01% +19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 17 shares 17 $1.54K <0.01% +12 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 27 shares 27 $1.52K <0.01% +17 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $1.47K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 18 shares 18 $1.45K <0.01% +10 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 7 shares; 2026Q2: 19 shares 19 $1.44K <0.01% +12 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 7 shares 7 $1.44K <0.01% +5 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; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: not loaded; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $1.43K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.43K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 15 shares 15 $1.41K <0.01% +10 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.41K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 8 shares 8 $1.39K <0.01% +6 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $1.38K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 12 shares 12 $1.38K <0.01% +9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.38K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 24 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 42 shares 42 $1.38K <0.01% +25 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $1.37K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 4 shares; 2026Q2: 10 shares 10 $1.37K <0.01% +6 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: not loaded; 2025Q3: 28 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.37K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: not loaded; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $1.37K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 6 shares; 2026Q2: 8 shares 8 $1.36K <0.01% +2 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.35K <0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 7 shares; 2026Q2: 11 shares 11 $1.33K <0.01% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 12 shares 12 $1.33K <0.01% +7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 14 shares 14 $1.32K <0.01% +10 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 14 shares 14 $1.28K <0.01% +10 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 25 shares; 2026Q2: 91 shares 91 $1.26K <0.01% +66 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 10 shares 10 $1.26K <0.01% +6 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 5 shares 5 $1.25K <0.01% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.25K <0.01% +1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.24K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 16 shares; 2025Q4: 5 shares; 2026Q1: 16 shares; 2026Q2: 20 shares 20 $1.24K <0.01% +4 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 11 shares 11 $1.22K <0.01% +6 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 12 shares 12 $1.22K <0.01% +9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 2 shares; 2026Q2: 6 shares 6 $1.21K <0.01% +4 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 16 shares 16 $1.19K <0.01% +13 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 2 shares; 2026Q2: 3 shares 3 $1.19K <0.01% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 3 shares 3 $1.17K <0.01% +1 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.17K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.17K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 13 shares 13 $1.15K <0.01% +9 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 3 shares; 2026Q2: 5 shares 5 $1.15K <0.01% +2 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 14 shares 14 $1.14K <0.01% +8 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.12K <0.01% +1 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.12K <0.01% +1 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 20 shares 20 $1.11K <0.01% +10 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 23 shares 23 $1.09K <0.01% +22 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,184 shares; 2025Q1: 18,448 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: not reported; 2026Q2: 17 shares 17 $1.09K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 39 shares; 2026Q2: 60 shares 60 $1.08K <0.01% +21 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.07K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 11 shares 11 $1.07K <0.01% +8 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 6 shares; 2026Q2: 12 shares 12 $1.06K <0.01% +6 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 8 shares 8 $1.06K <0.01% +5 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 10 shares 10 $1.05K <0.01% +5 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: not loaded; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 135 shares 135 $1.04K <0.01% -139 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 45 shares 45 $1.04K <0.01% +31 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 5 shares 5 $1.03K <0.01% +3 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 20 shares 20 $1.03K <0.01% +12 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 16 shares 16 $1.03K <0.01% +12 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $1.02K <0.01% +4 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.02K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 9 shares 9 $1.02K <0.01% +7 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 23 shares 23 $1.01K <0.01% +20 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $996 <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $990 <0.01% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 4 shares; 2026Q2: 5 shares 5 $972 <0.01% +1 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 21 shares 21 $971 <0.01% +13 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 10 shares 10 $969 <0.01% +5 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 7 shares 7 $959 <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 57 shares 57 $959 <0.01% +38 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 18 shares 18 $959 <0.01% +14 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 3 shares 3 $955 <0.01% +2 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 4 shares 4 $953 <0.01% +1 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 25 shares 25 $953 <0.01% +13 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 4 shares 4 $950 <0.01% +2 Timeline