FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 268,726 shares; 2025Q1: 285,514 shares; 2025Q2: 301,732 shares; 2025Q3: 324,210 shares; 2025Q4: 375,669 shares; 2026Q1: 408,309 shares 408,309 $18.6M 8.09% +32,640 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,699 shares; 2026Q1: 394,076 shares 394,076 $18.3M 7.94% +24,377 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 32,644 shares; 2025Q1: 33,606 shares; 2025Q2: 36,967 shares; 2025Q3: 39,607 shares; 2025Q4: 43,305 shares; 2026Q1: 47,809 shares 47,809 $15.3M 6.66% +4,504 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; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 40,167 shares; 2025Q3: 42,544 shares; 2025Q4: 45,261 shares; 2026Q1: 49,953 shares 49,953 $11.9M 5.16% +4,692 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,114 shares; 2024Q4: 199,509 shares; 2025Q1: 193,164 shares; 2025Q2: 216,953 shares; 2025Q3: 234,868 shares; 2025Q4: 233,291 shares; 2026Q1: 230,079 shares 230,079 $10.4M 4.5% -3,212 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; 2024Q2: restricted; 2024Q3: 48,889 shares; 2024Q4: 57,235 shares; 2025Q1: 61,257 shares; 2025Q2: 69,288 shares; 2025Q3: 74,502 shares; 2025Q4: 84,317 shares; 2026Q1: 87,547 shares 87,547 $9.67M 4.2% +3,230 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,966 shares; 2024Q4: 139,379 shares; 2025Q1: 132,936 shares; 2025Q2: 119,665 shares; 2025Q3: 121,162 shares; 2025Q4: 113,282 shares; 2026Q1: 115,853 shares 115,853 $8.98M 3.9% +2,571 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,329 shares; 2025Q1: 80,265 shares; 2025Q2: 84,670 shares; 2025Q3: 91,131 shares; 2025Q4: 102,306 shares; 2026Q1: 107,381 shares 107,381 $8.87M 3.85% +5,075 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,557 shares; 2024Q4: 60,389 shares; 2025Q1: 62,660 shares; 2025Q2: 67,009 shares; 2025Q3: 73,949 shares; 2025Q4: 90,615 shares; 2026Q1: 96,321 shares 96,321 $8.32M 3.61% +5,706 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,891 shares; 2025Q3: 112,738 shares; 2025Q4: 133,764 shares; 2026Q1: 146,059 shares 146,059 $8.01M 3.48% +12,295 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,671 shares; 2024Q4: 121,143 shares; 2025Q1: 127,414 shares; 2025Q2: 136,591 shares; 2025Q3: 149,846 shares; 2025Q4: 130,395 shares; 2026Q1: 139,294 shares 139,294 $7.02M 3.05% +8,899 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,432 shares; 2025Q1: 51,223 shares; 2025Q2: 55,274 shares; 2025Q3: 58,428 shares; 2025Q4: 61,958 shares; 2026Q1: 70,664 shares 70,664 $6.92M 3% +8,706 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 60,879 shares; 2025Q1: 60,775 shares; 2025Q2: 58,649 shares; 2025Q3: 60,691 shares; 2025Q4: 52,389 shares; 2026Q1: 54,471 shares 54,471 $5.78M 2.51% +2,082 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,461 shares; 2025Q1: 9,761 shares; 2025Q2: 8,773 shares; 2025Q3: 8,773 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares 8,773 $5.73M 2.49% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,210 shares; 2024Q4: 142,726 shares; 2025Q1: 134,972 shares; 2025Q2: 127,151 shares; 2025Q3: 127,663 shares; 2025Q4: 125,536 shares; 2026Q1: 124,700 shares 124,700 $5.18M 2.25% -836 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,966 shares; 2024Q4: 69,161 shares; 2025Q1: 68,621 shares; 2025Q2: 64,363 shares; 2025Q3: 69,287 shares; 2025Q4: 67,374 shares; 2026Q1: 67,480 shares 67,480 $4.2M 1.83% +106 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,247 shares; 2024Q4: 48,778 shares; 2025Q1: 43,391 shares; 2025Q2: 38,926 shares; 2025Q3: 39,445 shares; 2025Q4: 38,223 shares; 2026Q1: 39,823 shares 39,823 $4.12M 1.79% +1,600 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,699 shares; 2026Q1: 21,960 shares 21,960 $2.92M 1.27% +2,261 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 14,082 shares; 2025Q1: 15,399 shares; 2025Q2: 18,845 shares; 2025Q3: 15,012 shares; 2025Q4: 15,869 shares; 2026Q1: 15,535 shares 15,535 $2.71M 1.18% -334 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,168 shares; 2024Q4: 45,545 shares; 2025Q1: 38,758 shares; 2025Q2: 35,886 shares; 2025Q3: 35,538 shares; 2025Q4: 34,298 shares; 2026Q1: 34,056 shares 34,056 $2.69M 1.17% -242 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,355 shares; 2024Q4: 45,654 shares; 2025Q1: 44,260 shares; 2025Q2: 41,037 shares; 2025Q3: 42,803 shares; 2025Q4: 41,718 shares; 2026Q1: 43,413 shares 43,413 $2.57M 1.12% +1,695 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 8,970 shares; 2025Q1: 8,970 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares; 2025Q4: 8,920 shares; 2026Q1: 8,846 shares 8,846 $2.54M 1.1% -74 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,560 shares; 2025Q3: 34,478 shares; 2025Q4: 43,361 shares; 2026Q1: 50,291 shares 50,291 $2.4M 1.04% +6,930 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,397 shares; 2024Q4: 40,030 shares; 2025Q1: 38,074 shares; 2025Q2: 33,967 shares; 2025Q3: 33,800 shares; 2025Q4: 32,646 shares; 2026Q1: 32,844 shares 32,844 $2.31M 1% +198 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 8,158 shares; 2025Q1: 9,259 shares; 2025Q2: 12,677 shares; 2025Q3: 12,751 shares; 2025Q4: 10,218 shares; 2026Q1: 9,067 shares 9,067 $2.3M 1% -1,151 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,733 shares; 2024Q4: 36,098 shares; 2025Q1: 34,954 shares; 2025Q2: 31,748 shares; 2025Q3: 31,380 shares; 2025Q4: 30,439 shares; 2026Q1: 29,538 shares 29,538 $2.26M 0.98% -901 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 16,794 shares; 2025Q1: 17,246 shares; 2025Q2: 18,486 shares; 2025Q3: 20,406 shares; 2025Q4: 21,882 shares; 2026Q1: 22,284 shares 22,284 $2.11M 0.92% +402 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,752 shares; 2024Q4: 84,599 shares; 2025Q1: 83,820 shares; 2025Q2: 79,802 shares; 2025Q3: 83,015 shares; 2025Q4: 74,234 shares; 2026Q1: 76,010 shares 76,010 $1.89M 0.82% +1,776 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,340 shares; 2024Q4: 24,709 shares; 2025Q1: 23,802 shares; 2025Q2: 21,455 shares; 2025Q3: 20,324 shares; 2025Q4: 18,846 shares; 2026Q1: 18,194 shares 18,194 $1.82M 0.79% -652 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 49,350 shares; 2025Q1: 46,126 shares; 2025Q2: 43,763 shares; 2025Q3: 44,516 shares; 2025Q4: 43,266 shares; 2026Q1: 43,326 shares 43,326 $1.74M 0.75% +60 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,937 shares; 2024Q4: 26,191 shares; 2025Q1: 25,654 shares; 2025Q2: 23,313 shares; 2025Q3: 22,698 shares; 2025Q4: 21,410 shares; 2026Q1: 21,274 shares 21,274 $1.71M 0.74% -136 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,932 shares; 2025Q1: 5,932 shares; 2025Q2: 5,864 shares; 2025Q3: 5,864 shares; 2025Q4: 5,863 shares; 2026Q1: 5,863 shares 5,863 $1.54M 0.67% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,679 shares 41,679 $1.39M 0.61% 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; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 1,103 shares; 2025Q1: 6,304 shares; 2025Q2: 9,082 shares; 2025Q3: 10,436 shares; 2025Q4: 12,681 shares; 2026Q1: 14,207 shares 14,207 $1.3M 0.57% +1,526 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 7,851 shares; 2025Q1: 8,316 shares; 2025Q2: 7,858 shares; 2025Q3: 10,811 shares; 2025Q4: 9,133 shares; 2026Q1: 9,904 shares 9,904 $1.23M 0.53% +771 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,711 shares; 2025Q1: 5,885 shares; 2025Q2: 6,027 shares; 2025Q3: 5,178 shares; 2025Q4: 4,633 shares; 2026Q1: 4,010 shares 4,010 $1.18M 0.51% -623 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,134 shares; 2025Q1: 2,271 shares; 2025Q2: 2,106 shares; 2025Q3: 2,068 shares; 2025Q4: 1,623 shares; 2026Q1: 1,156 shares 1,156 $1.15M 0.5% -467 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,514 shares; 2025Q1: 5,389 shares; 2025Q2: 5,697 shares; 2025Q3: 4,878 shares; 2025Q4: 3,863 shares; 2026Q1: 2,952 shares 2,952 $1.09M 0.47% -911 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 7,589 shares; 2025Q1: 7,916 shares; 2025Q2: 9,637 shares; 2025Q3: 8,806 shares; 2025Q4: 7,500 shares; 2026Q1: 5,009 shares 5,009 $1.04M 0.45% -2,491 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 6,969 shares; 2025Q1: 7,312 shares; 2025Q2: 1,242 shares; 2025Q3: 1,186 shares; 2025Q4: 3,267 shares; 2026Q1: 3,228 shares 3,228 $999K 0.43% -39 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,846 shares; 2025Q1: 5,455 shares; 2025Q2: 5,364 shares; 2025Q3: 4,455 shares; 2025Q4: 4,106 shares; 2026Q1: 3,726 shares 3,726 $737K 0.32% -380 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 137 shares; 2025Q1: 2,291 shares; 2025Q2: 2,340 shares; 2025Q3: 2,282 shares; 2025Q4: 2,075 shares; 2026Q1: 2,409 shares 2,409 $728K 0.32% +334 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,405 shares; 2024Q4: 19,413 shares; 2025Q1: 19,416 shares; 2025Q2: 12,319 shares; 2025Q3: 12,420 shares; 2025Q4: 12,395 shares; 2026Q1: 8,051 shares 8,051 $714K 0.31% -4,344 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,568 shares; 2025Q1: 4,795 shares; 2025Q2: 5,339 shares; 2025Q3: 4,980 shares; 2025Q4: 3,632 shares; 2026Q1: 2,467 shares 2,467 $708K 0.31% -1,165 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5,973 shares; 2025Q2: 9,125 shares; 2025Q3: 8,301 shares; 2025Q4: 7,129 shares; 2026Q1: 5,378 shares 5,378 $704K 0.31% -1,751 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,732 shares; 2025Q1: 4,020 shares; 2025Q2: 4,716 shares; 2025Q3: 4,428 shares; 2025Q4: 3,004 shares; 2026Q1: 2,311 shares 2,311 $665K 0.29% -693 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,234 shares; 2025Q1: 2,355 shares; 2025Q2: 2,592 shares; 2025Q3: 2,653 shares; 2025Q4: 2,845 shares; 2026Q1: 3,228 shares 3,228 $548K 0.24% +383 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 4,224 shares; 2025Q1: 4,941 shares; 2025Q2: 3,389 shares; 2025Q3: 2,731 shares; 2025Q4: 2,414 shares; 2026Q1: 2,203 shares 2,203 $538K 0.23% -211 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,179 shares; 2025Q1: 1,231 shares; 2025Q2: 1,730 shares; 2025Q3: 1,532 shares; 2025Q4: 1,092 shares; 2026Q1: 859 shares 859 $492K 0.21% -233 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 236 shares; 2025Q1: 274 shares; 2025Q2: 1,584 shares; 2025Q3: 1,663 shares; 2025Q4: 1,300 shares; 2026Q1: 977 shares 977 $468K 0.2% -323 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 863 shares; 2025Q1: 955 shares; 2025Q2: 1,016 shares; 2025Q3: 1,014 shares; 2025Q4: 695 shares; 2026Q1: 499 shares 499 $459K 0.2% -196 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,927 shares; 2025Q1: 2,167 shares; 2025Q2: 2,324 shares; 2025Q3: 2,376 shares; 2025Q4: 1,977 shares; 2026Q1: 1,386 shares 1,386 $456K 0.2% -591 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 452 shares; 2025Q1: 467 shares; 2025Q2: 539 shares; 2025Q3: 628 shares; 2025Q4: 3,943 shares; 2026Q1: 2,921 shares 2,921 $454K 0.2% -1,022 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,425 shares 9,425 $450K 0.2% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 3,270 shares; 2025Q4: 3,435 shares; 2026Q1: 4,468 shares 4,468 $444K 0.19% +1,033 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 7,545 shares; 2025Q1: 8,050 shares; 2025Q2: 7,599 shares; 2025Q3: 7,575 shares; 2025Q4: 5,586 shares; 2026Q1: 4,051 shares 4,051 $391K 0.17% -1,535 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,263 shares; 2025Q1: 1,330 shares; 2025Q2: 1,337 shares; 2025Q3: 1,328 shares; 2025Q4: 980 shares; 2026Q1: 772 shares 772 $386K 0.17% -208 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 950 shares; 2025Q4: 632 shares; 2026Q1: 352 shares 352 $385K 0.17% -280 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 90 shares; 2025Q3: 182 shares; 2025Q4: 3,332 shares; 2026Q1: 2,382 shares 2,382 $380K 0.17% -950 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 3,020 shares; 2025Q1: 3,122 shares; 2025Q2: 2,944 shares; 2025Q3: 3,043 shares; 2025Q4: 2,368 shares; 2026Q1: 1,634 shares 1,634 $375K 0.16% -734 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 62 shares; 2025Q1: 3,332 shares; 2025Q2: 3,472 shares; 2025Q3: 2,735 shares; 2025Q4: 1,891 shares; 2026Q1: 1,316 shares 1,316 $373K 0.16% -575 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 2,448 shares; 2025Q1: 2,536 shares; 2025Q2: 2,494 shares; 2025Q3: 2,555 shares; 2025Q4: 2,482 shares; 2026Q1: 1,615 shares 1,615 $328K 0.14% -867 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13,933 shares; 2025Q2: 11,761 shares; 2025Q3: 8,290 shares; 2025Q4: 6,886 shares; 2026Q1: 5,362 shares 5,362 $327K 0.14% -1,524 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 123 shares; 2025Q1: 152 shares; 2025Q2: 37 shares; 2025Q3: 38 shares; 2025Q4: 49 shares; 2026Q1: 825 shares 825 $322K 0.14% +776 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 4,135 shares; 2025Q1: 4,578 shares; 2025Q2: 5,061 shares; 2025Q3: 4,913 shares; 2025Q4: 3,952 shares; 2026Q1: 2,481 shares 2,481 $319K 0.14% -1,471 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 3,500 shares; 2026Q1: 2,974 shares 2,974 $311K 0.14% -526 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,243 shares; 2025Q1: 1,259 shares; 2025Q2: 1,253 shares; 2025Q3: 1,324 shares; 2025Q4: 1,313 shares; 2026Q1: 878 shares 878 $311K 0.13% -435 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 492 shares; 2025Q3: 459 shares; 2025Q4: 464 shares; 2026Q1: 268 shares 268 $311K 0.13% -196 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6,599 shares; 2025Q3: 5,289 shares; 2025Q4: 5,374 shares; 2026Q1: 3,248 shares 3,248 $300K 0.13% -2,126 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,054 shares; 2025Q3: 5,054 shares; 2025Q4: 5,998 shares; 2026Q1: 5,998 shares 5,998 $300K 0.13% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 432 shares; 2025Q1: 450 shares; 2025Q2: 1,187 shares; 2025Q3: 906 shares; 2025Q4: 1,292 shares; 2026Q1: 793 shares 793 $295K 0.13% -499 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 37 shares; 2025Q3: 2,550 shares; 2025Q4: 2,219 shares; 2026Q1: 1,485 shares 1,485 $294K 0.13% -734 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares 5,840 $291K 0.13% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 2,723 shares; 2025Q1: 2,801 shares; 2025Q2: 2,731 shares; 2025Q3: 2,682 shares; 2025Q4: 2,609 shares; 2026Q1: 2,556 shares 2,556 $284K 0.12% -53 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 3,431 shares; 2025Q4: 3,439 shares; 2026Q1: 3,396 shares 3,396 $274K 0.12% -43 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 426 shares; 2025Q2: 4,384 shares; 2025Q3: 4,703 shares; 2025Q4: 469 shares; 2026Q1: 1,793 shares 1,793 $259K 0.11% +1,324 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 36 shares; 2025Q3: 18 shares; 2025Q4: 71 shares; 2026Q1: 565 shares 565 $244K 0.11% +494 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: 2,425 shares; 2025Q3: 1,677 shares; 2025Q4: 1,411 shares; 2026Q1: 1,103 shares 1,103 $236K 0.1% -308 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 10,011 shares; 2025Q1: 10,834 shares; 2025Q2: 10,181 shares; 2025Q3: 8,332 shares; 2025Q4: 7,896 shares; 2026Q1: 3,265 shares 3,265 $236K 0.1% -4,631 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $234K 0.1% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 171 shares 171 $226K 0.1% +157 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 7,009 shares; 2025Q1: 6,207 shares; 2025Q2: 5,019 shares; 2025Q3: 5,015 shares; 2025Q4: 4,624 shares; 2026Q1: 4,248 shares 4,248 $217K 0.09% -376 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 130 shares; 2025Q3: 237 shares; 2025Q4: 2,980 shares; 2026Q1: 2,470 shares 2,470 $214K 0.09% -510 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 1,536 shares; 2025Q3: 1,140 shares; 2025Q4: 1,185 shares; 2026Q1: 972 shares 972 $213K 0.09% -213 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 7,383 shares; 2025Q1: 8,763 shares; 2025Q2: 6,123 shares; 2025Q3: 5,441 shares; 2025Q4: 5,117 shares; 2026Q1: 3,823 shares 3,823 $211K 0.09% -1,294 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 3,163 shares; 2026Q1: 2,597 shares 2,597 $210K 0.09% -566 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares; 2025Q3: 1,401 shares; 2025Q4: 1,475 shares; 2026Q1: 1,227 shares 1,227 $199K 0.09% -248 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,760 shares; 2025Q1: 2,831 shares; 2025Q2: 2,777 shares; 2025Q3: 1,173 shares; 2025Q4: 988 shares; 2026Q1: 945 shares 945 $198K 0.09% -43 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 22 shares; 2025Q3: 23 shares; 2025Q4: 34 shares; 2026Q1: 454 shares 454 $198K 0.09% +420 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,799 shares; 2024Q4: 12,792 shares; 2025Q1: 15,986 shares; 2025Q2: 10,841 shares; 2025Q3: 7,185 shares; 2025Q4: 6,018 shares; 2026Q1: 5,020 shares 5,020 $183K 0.08% -998 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,281 shares; 2026Q1: 1,280 shares 1,280 $182K 0.08% -1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 11,646 shares; 2025Q3: 11,338 shares; 2025Q4: 9,176 shares; 2026Q1: 2,323 shares 2,323 $180K 0.08% -6,853 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,632 shares; 2025Q1: 1,689 shares; 2025Q2: 1,778 shares; 2025Q3: 1,790 shares; 2025Q4: 1,801 shares; 2026Q1: 1,940 shares 1,940 $180K 0.08% +139 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 54 shares; 2025Q3: 33 shares; 2025Q4: 103 shares; 2026Q1: 928 shares 928 $176K 0.08% +825 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 2,949 shares; 2026Q1: 4,483 shares 4,483 $176K 0.08% +1,534 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 1,283 shares; 2025Q3: 1,493 shares; 2025Q4: 1,454 shares; 2026Q1: 1,455 shares 1,455 $172K 0.07% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 356 shares; 2025Q3: 360 shares; 2025Q4: 394 shares; 2026Q1: 489 shares 489 $165K 0.07% +95 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 250 shares; 2025Q1: 176 shares; 2025Q2: 767 shares; 2025Q3: 657 shares; 2025Q4: 6,115 shares; 2026Q1: 1,716 shares 1,716 $165K 0.07% -4,399 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 10,230 shares; 2025Q1: 10,591 shares; 2025Q2: 801 shares; 2025Q3: 568 shares; 2025Q4: 505 shares; 2026Q1: 1,722 shares 1,722 $164K 0.07% +1,217 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 561 shares; 2025Q1: 4,656 shares; 2025Q2: 5,503 shares; 2025Q3: 5,430 shares; 2025Q4: 3,875 shares; 2026Q1: 748 shares 748 $155K 0.07% -3,127 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,950 shares 5,950 $145K 0.06% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 371 shares; 2025Q1: 389 shares; 2025Q2: 509 shares; 2025Q3: 3,852 shares; 2025Q4: 1,993 shares; 2026Q1: 2,122 shares 2,122 $140K 0.06% +129 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,082 shares; 2025Q1: 3,933 shares; 2025Q2: 3,805 shares; 2025Q3: 3,317 shares; 2025Q4: 3,276 shares; 2026Q1: 2,969 shares 2,969 $136K 0.06% -307 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 819 shares; 2025Q1: 840 shares; 2025Q2: 1,010 shares; 2025Q3: 1,171 shares; 2025Q4: 1,040 shares; 2026Q1: 1,127 shares 1,127 $136K 0.06% +87 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,602 shares 3,602 $128K 0.06% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 239 shares; 2025Q1: 230 shares; 2025Q2: 183 shares; 2025Q3: 1,549 shares; 2025Q4: 1,520 shares; 2026Q1: 1,477 shares 1,477 $125K 0.05% -43 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,857 shares; 2025Q1: 2,867 shares; 2025Q2: 2,433 shares; 2025Q3: 2,321 shares; 2025Q4: 2,327 shares; 2026Q1: 2,331 shares 2,331 $123K 0.05% +4 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 250 shares; 2025Q1: 325 shares; 2025Q2: 354 shares; 2025Q3: 427 shares; 2025Q4: 473 shares; 2026Q1: 550 shares 550 $120K 0.05% +77 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,438 shares; 2025Q1: 2,354 shares; 2025Q2: 2,197 shares; 2025Q3: 2,617 shares; 2025Q4: 2,526 shares; 2026Q1: 2,472 shares 2,472 $119K 0.05% -54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 875 shares; 2025Q1: 880 shares; 2025Q2: 738 shares; 2025Q3: 773 shares; 2025Q4: 788 shares; 2026Q1: 870 shares 870 $118K 0.05% +82 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,621 shares; 2026Q1: 1,561 shares 1,561 $112K 0.05% -60 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 394 shares; 2025Q1: 454 shares; 2025Q2: 197 shares; 2025Q3: 204 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $103K 0.04% 0 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,300 shares 6,300 $97.8K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 420 shares; 2025Q3: 446 shares; 2025Q4: 625 shares; 2026Q1: 658 shares 658 $96.3K 0.04% +33 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 710 shares; 2025Q1: 952 shares; 2025Q2: 1,082 shares; 2025Q3: 1,011 shares; 2025Q4: 1,030 shares; 2026Q1: 1,256 shares 1,256 $95.5K 0.04% +226 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $94.9K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 519 shares; 2025Q2: 592 shares; 2025Q3: 613 shares; 2025Q4: 655 shares; 2026Q1: 741 shares 741 $91K 0.04% +86 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,698 shares; 2025Q1: 1,919 shares; 2025Q2: 53 shares; 2025Q3: 55 shares; 2025Q4: 93 shares; 2026Q1: 120 shares 120 $85K 0.04% +27 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,515 shares; 2025Q3: 1,551 shares; 2025Q4: 1,586 shares; 2026Q1: 1,622 shares 1,622 $83.1K 0.04% +36 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $76.9K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 100 shares; 2025Q1: 117 shares; 2025Q2: 127 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 131 shares 131 $73.8K 0.03% +22 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,258 shares; 2024Q4: 206,496 shares; 2025Q1: 215,799 shares; 2025Q2: 235,365 shares; 2025Q3: 254,579 shares; 2025Q4: 1,868 shares; 2026Q1: 1,291 shares 1,291 $73K 0.03% -577 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 403 shares; 2025Q3: 736 shares; 2025Q4: 878 shares; 2026Q1: 949 shares 949 $71.8K 0.03% +71 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 14,895 shares; 2025Q1: 16,002 shares; 2025Q2: 818 shares; 2025Q3: 948 shares; 2025Q4: 1,101 shares; 2026Q1: 1,466 shares 1,466 $71.5K 0.03% +365 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 115 shares; 2025Q1: 123 shares; 2025Q2: 262 shares; 2025Q3: 314 shares; 2025Q4: 338 shares; 2026Q1: 421 shares 421 $69.3K 0.03% +83 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 181 shares; 2025Q3: 339 shares; 2025Q4: 399 shares; 2026Q1: 513 shares 513 $67.8K 0.03% +114 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 38 shares; 2025Q3: 49 shares; 2025Q4: 53 shares; 2026Q1: 80 shares 80 $67.7K 0.03% +27 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 15 shares; 2025Q1: 11 shares; 2025Q2: 32 shares; 2025Q3: 39 shares; 2025Q4: 55 shares; 2026Q1: 74 shares 74 $64.6K 0.03% +19 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 91 shares; 2025Q3: 84 shares; 2025Q4: 128 shares; 2026Q1: 188 shares 188 $64.3K 0.03% +60 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 762 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $62.7K 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: 115 shares; 2025Q4: 896 shares; 2026Q1: 975 shares 975 $62.6K 0.03% +79 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 145 shares; 2026Q1: 565 shares 565 $61.6K 0.03% +420 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 181 shares; 2026Q1: 707 shares 707 $61.3K 0.03% +526 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 217 shares; 2025Q3: 221 shares; 2025Q4: 275 shares; 2026Q1: 301 shares 301 $61.2K 0.03% +26 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,747 shares; 2025Q1: 3,931 shares; 2025Q2: 85 shares; 2025Q3: 70 shares; 2025Q4: 69 shares; 2026Q1: 181 shares 181 $61.2K 0.03% +112 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 151 shares; 2025Q3: 88 shares; 2025Q4: 145 shares; 2026Q1: 452 shares 452 $59.7K 0.03% +307 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 226 shares; 2025Q3: 273 shares; 2025Q4: 308 shares; 2026Q1: 504 shares 504 $57.2K 0.02% +196 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 724 shares; 2025Q1: 969 shares; 2025Q2: 924 shares; 2025Q3: 746 shares; 2025Q4: 796 shares; 2026Q1: 1,284 shares 1,284 $56.7K 0.02% +488 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 22 shares; 2025Q3: 43 shares; 2025Q4: 83 shares; 2026Q1: 111 shares 111 $54.6K 0.02% +28 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 163 shares; 2025Q3: 219 shares; 2025Q4: 233 shares; 2026Q1: 390 shares 390 $54.4K 0.02% +157 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 179 shares; 2025Q1: 184 shares; 2025Q2: 240 shares; 2025Q3: 242 shares; 2025Q4: 240 shares; 2026Q1: 273 shares 273 $54.3K 0.02% +33 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 112 shares; 2025Q3: 80 shares; 2025Q4: 100 shares; 2026Q1: 252 shares 252 $53.8K 0.02% +152 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares 2,510 $53.1K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $52.8K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 122 shares; 2025Q1: 142 shares; 2025Q2: 152 shares; 2025Q3: 170 shares; 2025Q4: 162 shares; 2026Q1: 177 shares 177 $52.3K 0.02% +15 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $52.3K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 86 shares; 2025Q2: 131 shares; 2025Q3: 206 shares; 2025Q4: 249 shares; 2026Q1: 270 shares 270 $52.1K 0.02% +21 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 132 shares 132 $51.2K 0.02% +124 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 327 shares; 2025Q1: 390 shares; 2025Q2: 438 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 486 shares 486 $49.9K 0.02% +74 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,380 shares 4,380 $49.4K 0.02% +209 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 60 shares; 2026Q1: 196 shares 196 $49.1K 0.02% +136 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 78 shares; 2025Q2: 92 shares; 2025Q3: 94 shares; 2025Q4: 132 shares; 2026Q1: 158 shares 158 $49K 0.02% +26 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 134 shares; 2025Q1: 154 shares; 2025Q2: 166 shares; 2025Q3: 176 shares; 2025Q4: 153 shares; 2026Q1: 183 shares 183 $47.7K 0.02% +30 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 345 shares; 2025Q1: 352 shares; 2025Q2: 438 shares; 2025Q3: 454 shares; 2025Q4: 461 shares; 2026Q1: 486 shares 486 $47.2K 0.02% +25 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 1,146 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 866 shares 866 $46.9K 0.02% -231 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 150 shares; 2025Q1: 153 shares; 2025Q2: 188 shares; 2025Q3: 173 shares; 2025Q4: 174 shares; 2026Q1: 189 shares 189 $46.1K 0.02% +15 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 32 shares; 2025Q3: 134 shares; 2025Q4: 135 shares; 2026Q1: 163 shares 163 $44.9K 0.02% +28 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 231 shares; 2025Q2: 248 shares; 2025Q3: 299 shares; 2025Q4: 556 shares; 2026Q1: 561 shares 561 $44.7K 0.02% +5 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 10 shares; 2025Q4: 14 shares; 2026Q1: 29 shares 29 $42.7K 0.02% +15 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 118 shares; 2025Q3: 203 shares; 2025Q4: 229 shares; 2026Q1: 389 shares 389 $42.1K 0.02% +160 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 239 shares; 2025Q1: 303 shares; 2025Q2: 328 shares; 2025Q3: 436 shares; 2025Q4: 442 shares; 2026Q1: 694 shares 694 $42.1K 0.02% +252 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,808 shares; 2025Q1: 25 shares; 2025Q2: 53 shares; 2025Q3: 20 shares; 2025Q4: 75 shares; 2026Q1: 119 shares 119 $41.9K 0.02% +44 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 148 shares; 2025Q1: 108 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $41K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 85 shares; 2025Q3: 167 shares; 2025Q4: 181 shares; 2026Q1: 245 shares 245 $40.5K 0.02% +64 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 75 shares; 2025Q3: 104 shares; 2025Q4: 114 shares; 2026Q1: 169 shares 169 $39.9K 0.02% +55 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 8,011 shares; 2025Q1: 8,879 shares; 2025Q2: 5,019 shares; 2025Q3: 3,726 shares; 2025Q4: 2,854 shares; 2026Q1: 271 shares 271 $39.9K 0.02% -2,583 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $38.6K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 47 shares; 2025Q1: 62 shares; 2025Q2: 70 shares; 2025Q3: 76 shares; 2025Q4: 66 shares; 2026Q1: 120 shares 120 $38.6K 0.02% +54 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 32 shares; 2025Q4: 59 shares; 2026Q1: 97 shares 97 $38.6K 0.02% +38 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 44 shares; 2025Q3: 469 shares; 2025Q4: 104 shares; 2026Q1: 158 shares 158 $38.3K 0.02% +54 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 715 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 637 shares; 2026Q1: 409 shares 409 $38.1K 0.02% -228 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 330 shares 330 $37K 0.02% -40 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 4,522 shares; 2025Q1: 5,244 shares; 2025Q2: 188 shares; 2025Q3: 230 shares; 2025Q4: 268 shares; 2026Q1: 282 shares 282 $36.9K 0.02% +14 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 515 shares; 2025Q1: 631 shares; 2025Q2: 409 shares; 2025Q3: 279 shares; 2025Q4: 362 shares; 2026Q1: 382 shares 382 $36.8K 0.02% +20 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 72 shares; 2025Q1: 76 shares; 2025Q2: 152 shares; 2025Q3: 181 shares; 2025Q4: 228 shares; 2026Q1: 201 shares 201 $36.7K 0.02% -27 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 679 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $34.8K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 66 shares; 2025Q3: 70 shares; 2025Q4: 83 shares; 2026Q1: 115 shares 115 $34.8K 0.02% +32 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 21 shares; 2026Q1: 48 shares 48 $33.7K 0.01% +27 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 119 shares; 2025Q3: 124 shares; 2025Q4: 247 shares; 2026Q1: 349 shares 349 $32.8K 0.01% +102 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 28 shares; 2025Q4: 29 shares; 2026Q1: 48 shares 48 $32.7K 0.01% +19 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 3 shares; 2025Q1: 10 shares; 2025Q2: 27 shares; 2025Q3: 1 shares; 2025Q4: 39 shares; 2026Q1: 72 shares 72 $32.2K 0.01% +33 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 53 shares; 2025Q3: 114 shares; 2025Q4: 130 shares; 2026Q1: 171 shares 171 $31.9K 0.01% +41 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 14 shares; 2025Q3: 16 shares; 2025Q4: 27 shares; 2026Q1: 35 shares 35 $31.3K 0.01% +8 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 260 shares; 2025Q1: 262 shares; 2025Q2: 265 shares; 2025Q3: 273 shares; 2025Q4: 261 shares; 2026Q1: 336 shares 336 $31.2K 0.01% +75 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 394 shares; 2025Q1: 333 shares; 2025Q2: 542 shares; 2025Q3: 722 shares; 2025Q4: 322 shares; 2026Q1: 613 shares 613 $30.8K 0.01% +291 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 129 shares; 2025Q3: 149 shares; 2025Q4: 208 shares; 2026Q1: 243 shares 243 $30.7K 0.01% +35 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 53 shares; 2025Q3: 228 shares; 2025Q4: 235 shares; 2026Q1: 230 shares 230 $30.1K 0.01% -5 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 76 shares 76 $29.8K 0.01% +40 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 84 shares; 2025Q3: 70 shares; 2025Q4: 72 shares; 2026Q1: 150 shares 150 $29.1K 0.01% +78 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 51 shares; 2025Q3: 85 shares; 2025Q4: 77 shares; 2026Q1: 138 shares 138 $28.7K 0.01% +61 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 172 shares 172 $28.6K 0.01% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 5 shares; 2025Q1: 118 shares; 2025Q2: 482 shares; 2025Q3: 465 shares; 2025Q4: 512 shares; 2026Q1: 1,014 shares 1,014 $28.5K 0.01% +502 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 144 shares; 2025Q3: 191 shares; 2025Q4: 370 shares; 2026Q1: 395 shares 395 $28.4K 0.01% +25 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $28.2K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 62 shares; 2025Q1: 66 shares; 2025Q2: 161 shares; 2025Q3: 104 shares; 2025Q4: 66 shares; 2026Q1: 124 shares 124 $28.1K 0.01% +58 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 129 shares; 2025Q4: 137 shares; 2026Q1: 110 shares 110 $28K 0.01% -27 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 72 shares; 2025Q3: 75 shares; 2025Q4: 89 shares; 2026Q1: 235 shares 235 $27.9K 0.01% +146 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 236 shares; 2025Q3: 289 shares; 2025Q4: 460 shares; 2026Q1: 606 shares 606 $27.9K 0.01% +146 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 155 shares; 2025Q3: 211 shares; 2025Q4: 314 shares; 2026Q1: 542 shares 542 $27.9K 0.01% +228 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 107 shares; 2025Q4: 289 shares; 2026Q1: 329 shares 329 $27.5K 0.01% +40 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 68 shares; 2025Q3: 13 shares; 2025Q4: 64 shares; 2026Q1: 304 shares 304 $27.5K 0.01% +240 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 1,215 shares; 2025Q1: 1,374 shares; 2025Q2: 1,407 shares; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 100 shares 100 $27.1K 0.01% +16 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 193 shares; 2025Q3: 233 shares; 2025Q4: 410 shares; 2026Q1: 517 shares 517 $26.9K 0.01% +107 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 42 shares 42 $26.7K 0.01% +29 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62 $26.7K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,022 shares; 2024Q4: 26,275 shares; 2025Q1: 26,003 shares; 2025Q2: 26,272 shares; 2025Q3: 29,843 shares; 2025Q4: 20,040 shares; 2026Q1: 794 shares 794 $26.6K 0.01% -19,246 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 92 shares; 2025Q3: 95 shares; 2025Q4: 147 shares; 2026Q1: 202 shares 202 $26.5K 0.01% +55 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 40 shares; 2025Q3: 50 shares; 2025Q4: 15 shares; 2026Q1: 53 shares 53 $26.3K 0.01% +38 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 12 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 34 shares 34 $26.3K 0.01% +12 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 213 shares; 2025Q1: 232 shares; 2025Q2: 3,883 shares; 2025Q3: 2,874 shares; 2025Q4: 2,709 shares; 2026Q1: 232 shares 232 $26.3K 0.01% -2,477 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 151 shares 151 $26.2K 0.01% +51 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 62 shares; 2025Q3: 18 shares; 2025Q4: 61 shares; 2026Q1: 108 shares 108 $26.2K 0.01% +47 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 127 shares; 2025Q3: 130 shares; 2025Q4: 178 shares; 2026Q1: 264 shares 264 $26.1K 0.01% +86 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 181 shares 181 $25.9K 0.01% +26 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 39 shares; 2025Q2: 64 shares; 2025Q3: 19 shares; 2025Q4: 11 shares; 2026Q1: 157 shares 157 $25.2K 0.01% +146 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 4,559 shares; 2025Q1: 27 shares; 2025Q2: 33 shares; 2025Q3: 32 shares; 2025Q4: 39 shares; 2026Q1: 138 shares 138 $25.1K 0.01% +99 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 57 shares; 2025Q3: 92 shares; 2025Q4: 96 shares; 2026Q1: 113 shares 113 $24.5K 0.01% +17 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,442 shares; 2025Q3: 1,624 shares; 2025Q4: 56 shares; 2026Q1: 53 shares 53 $24.4K 0.01% -3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 72 shares; 2026Q1: 106 shares 106 $24.4K 0.01% +34 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 81 shares; 2025Q2: 73 shares; 2025Q3: 87 shares; 2025Q4: 81 shares; 2026Q1: 90 shares 90 $24K 0.01% +9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 3,081 shares; 2025Q1: 3,332 shares; 2025Q2: 54 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 75 shares 75 $23.9K 0.01% +41 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 79 shares; 2025Q1: 91 shares; 2025Q2: 99 shares; 2025Q3: 84 shares; 2025Q4: 96 shares; 2026Q1: 118 shares 118 $23.3K 0.01% +22 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 17 shares; 2025Q3: 33 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $23.1K 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 0 shares; 2026Q1: 23 shares 23 $22.5K 0.01% +23 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; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 625 shares; 2025Q1: 635 shares; 2025Q2: 645 shares; 2025Q3: 656 shares; 2025Q4: 616 shares; 2026Q1: 595 shares 595 $22.5K 0.01% -21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 2,248 shares; 2025Q1: 2,551 shares; 2025Q2: 57 shares; 2025Q3: 28 shares; 2025Q4: 108 shares; 2026Q1: 120 shares 120 $22.4K 0.01% +12 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 238 shares 238 $22.2K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 49 shares; 2026Q1: 201 shares 201 $22.2K 0.01% +152 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 9,474 shares; 2025Q3: 8,839 shares; 2025Q4: 7,209 shares; 2026Q1: 307 shares 307 $22.1K 0.01% -6,902 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 30 shares; 2026Q1: 40 shares 40 $22K 0.01% +10 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,181 shares; 2025Q2: 1,153 shares; 2025Q3: 1,188 shares; 2025Q4: 1,224 shares; 2026Q1: 1,261 shares 1,261 $21.6K 0.01% +37 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 58 shares; 2025Q3: 19 shares; 2025Q4: 25 shares; 2026Q1: 119 shares 119 $21.5K 0.01% +94 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,771 shares; 2025Q3: 300 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $21.5K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 44 shares; 2026Q1: 181 shares 181 $21.5K 0.01% +137 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,010 shares; 2025Q1: 5,217 shares; 2025Q2: 499 shares; 2025Q3: 645 shares; 2025Q4: 332 shares; 2026Q1: 736 shares 736 $21.3K 0.01% +404 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 104 shares 104 $21.1K 0.01% +33 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 41 shares; 2025Q3: 9 shares; 2025Q4: 47 shares; 2026Q1: 146 shares 146 $21.1K 0.01% +99 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 27 shares; 2025Q4: 29 shares; 2026Q1: 39 shares 39 $21K 0.01% +10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 115 shares; 2025Q3: 62 shares; 2025Q4: 111 shares; 2026Q1: 248 shares 248 $20.8K 0.01% +137 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $20.5K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 162 shares; 2025Q2: 536 shares; 2025Q3: 591 shares; 2025Q4: 709 shares; 2026Q1: 741 shares 741 $20.3K 0.01% +32 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 53 shares; 2026Q1: 62 shares 62 $20.3K 0.01% +9 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $20.3K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 107 shares; 2026Q1: 170 shares 170 $20.2K 0.01% +63 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 538 shares; 2025Q3: 155 shares; 2025Q4: 222 shares; 2026Q1: 694 shares 694 $19.9K 0.01% +472 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 234 shares 234 $19.9K 0.01% +34 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 65 shares; 2025Q3: 26 shares; 2025Q4: 62 shares; 2026Q1: 115 shares 115 $19.8K 0.01% +53 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 34 shares; 2025Q3: 39 shares; 2025Q4: 47 shares; 2026Q1: 67 shares 67 $19.2K 0.01% +20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 21 shares; 2025Q1: 38 shares; 2025Q2: 40 shares; 2025Q3: 11 shares; 2025Q4: 59 shares; 2026Q1: 79 shares 79 $19.2K 0.01% +20 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 127 shares; 2025Q4: 106 shares; 2026Q1: 115 shares 115 $19K 0.01% +9 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 7 shares; 2026Q1: 70 shares 70 $18.9K 0.01% +63 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 304 shares; 2025Q2: 314 shares; 2025Q3: 318 shares; 2025Q4: 325 shares; 2026Q1: 331 shares 331 $18.8K 0.01% +6 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,479 shares; 2024Q4: 2,033 shares; 2025Q1: 1,590 shares; 2025Q2: 827 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $18.6K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 9 shares; 2025Q3: 19 shares; 2025Q4: 15 shares; 2026Q1: 27 shares 27 $18.4K 0.01% +12 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,228 shares; 2025Q1: 6 shares; 2025Q2: 15 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 30 shares 30 $18.1K 0.01% +13 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 12 shares; 2025Q3: 33 shares; 2025Q4: 49 shares; 2026Q1: 52 shares 52 $17.8K 0.01% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 36 shares; 2025Q3: 49 shares; 2025Q4: 38 shares; 2026Q1: 41 shares 41 $17.4K 0.01% +3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 41 shares; 2025Q3: 13 shares; 2025Q4: 88 shares; 2026Q1: 147 shares 147 $17.4K 0.01% +59 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 1,001 shares; 2025Q3: not reported; 2025Q4: 831 shares; 2026Q1: 415 shares 415 $17.3K 0.01% -416 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 38 shares; 2025Q3: 12 shares; 2025Q4: 54 shares; 2026Q1: 87 shares 87 $17.3K 0.01% +33 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $17.1K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 21 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 48 shares 48 $17.1K 0.01% +34 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 19 shares; 2025Q3: 17 shares; 2025Q4: 25 shares; 2026Q1: 36 shares 36 $17K 0.01% +11 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $17K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 7 shares; 2025Q3: 31 shares; 2025Q4: 42 shares; 2026Q1: 49 shares 49 $16.9K 0.01% +7 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 240 shares; 2025Q4: 167 shares; 2026Q1: 178 shares 178 $16.6K 0.01% +11 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 251 shares; 2025Q3: 465 shares; 2025Q4: 344 shares; 2026Q1: 358 shares 358 $16.6K 0.01% +14 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 123 shares 123 $16.5K 0.01% +24 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 282 shares; 2025Q1: 344 shares; 2025Q2: 282 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 423 shares 423 $16.5K 0.01% +130 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 198 shares 198 $16.4K 0.01% +130 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 115 shares; 2025Q3: 45 shares; 2025Q4: 108 shares; 2026Q1: 183 shares 183 $16.4K 0.01% +75 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,490 shares; 2025Q1: 4 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 29 shares 29 $16.3K 0.01% +14 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 111 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $16.1K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 30 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 78 shares 78 $15.9K 0.01% +4 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: 50 shares; 2025Q3: 55 shares; 2025Q4: 82 shares; 2026Q1: 66 shares 66 $15.8K 0.01% -16 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 121 shares; 2025Q3: 125 shares; 2025Q4: 145 shares; 2026Q1: 211 shares 211 $15.7K 0.01% +66 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 316 shares; 2025Q4: 185 shares; 2026Q1: 207 shares 207 $15.7K 0.01% +22 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,096 shares; 2024Q4: 763 shares; 2025Q1: 529 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $15.5K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 16 shares; 2025Q3: 30 shares; 2025Q4: 35 shares; 2026Q1: 74 shares 74 $15.5K 0.01% +39 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: 2,148 shares; 2025Q2: 103 shares; 2025Q3: 106 shares; 2025Q4: 27 shares; 2026Q1: 43 shares 43 $15.4K 0.01% +16 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 34 shares; 2025Q3: 48 shares; 2025Q4: 65 shares; 2026Q1: 55 shares 55 $15.3K 0.01% -10 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 23 shares; 2025Q4: 16 shares; 2026Q1: 35 shares 35 $15K 0.01% +19 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 41 shares; 2025Q3: 48 shares; 2025Q4: 57 shares; 2026Q1: 53 shares 53 $14.8K 0.01% -4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 67 shares; 2025Q3: 94 shares; 2025Q4: 105 shares; 2026Q1: 125 shares 125 $14.4K 0.01% +20 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 465 shares 465 $14.4K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 81 shares; 2025Q3: 67 shares; 2025Q4: 69 shares; 2026Q1: 84 shares 84 $14.4K 0.01% +15 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 470 shares 470 $14.3K 0.01% +63 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $14K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 45 shares; 2025Q4: 60 shares; 2026Q1: 74 shares 74 $14K 0.01% +14 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 82 shares; 2025Q3: 62 shares; 2025Q4: 46 shares; 2026Q1: 88 shares 88 $13.8K 0.01% +42 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 60 shares; 2025Q1: 87 shares; 2025Q2: 116 shares; 2025Q3: 63 shares; 2025Q4: 89 shares; 2026Q1: 109 shares 109 $13.8K 0.01% +20 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 18 shares; 2025Q3: 19 shares; 2025Q4: 25 shares; 2026Q1: 45 shares 45 $13.7K 0.01% +20 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 255 shares; 2025Q3: 119 shares; 2025Q4: 172 shares; 2026Q1: 324 shares 324 $13.3K 0.01% +152 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 13 shares; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 18 shares 18 $13.1K 0.01% +1 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; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 140 shares 140 $13.1K 0.01% +68 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 148 shares; 2025Q4: 137 shares; 2026Q1: 163 shares 163 $12.9K 0.01% +26 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 39 shares; 2026Q1: 95 shares 95 $12.9K 0.01% +56 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 97 shares; 2025Q3: 101 shares; 2025Q4: 126 shares; 2026Q1: 95 shares 95 $12.9K 0.01% -31 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 37 shares; 2025Q3: 42 shares; 2025Q4: 59 shares; 2026Q1: 55 shares 55 $12.8K 0.01% -4 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 62 shares; 2026Q1: 242 shares 242 $12.7K 0.01% +180 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 193 shares; 2025Q4: 2 shares; 2026Q1: 3 shares 3 $12.6K 0.01% +1 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 168 shares 168 $12.4K 0.01% +71 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 586 shares 586 $12.3K 0.01% +66 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 29 shares; 2025Q3: 1 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62 $12.1K 0.01% +1 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: 478 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 493 shares; 2026Q1: 497 shares 497 $12.1K 0.01% +4 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 178 shares; 2025Q3: 284 shares; 2025Q4: 68 shares; 2026Q1: 197 shares 197 $12.1K 0.01% +129 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 85 shares 85 $12K 0.01% +67 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $12K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 157 shares; 2026Q1: 104 shares 104 $12K 0.01% -53 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 20 shares; 2025Q3: 9 shares; 2025Q4: 12 shares; 2026Q1: 42 shares 42 $11.9K 0.01% +30 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares 61 $11.9K 0.01% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 171 shares 171 $11.8K 0.01% +25 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 42 shares; 2025Q3: 43 shares; 2025Q4: 78 shares; 2026Q1: 57 shares 57 $11.8K 0.01% -21 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $11.7K 0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 202 shares 202 $11.7K 0.01% +36 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $11.7K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 41 shares; 2025Q4: 40 shares; 2026Q1: 74 shares 74 $11.5K <0.01% +34 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 122 shares; 2025Q3: 131 shares; 2025Q4: 138 shares; 2026Q1: 185 shares 185 $11.4K <0.01% +47 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 36 shares; 2025Q3: 19 shares; 2025Q4: 22 shares; 2026Q1: 35 shares 35 $11.4K <0.01% +13 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 98 shares; 2026Q1: 117 shares 117 $11.4K <0.01% +19 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 263 shares; 2025Q2: 662 shares; 2025Q3: 786 shares; 2025Q4: 1,022 shares; 2026Q1: 981 shares 981 $11.3K <0.01% -41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 32 shares; 2025Q3: 22 shares; 2025Q4: 33 shares; 2026Q1: 34 shares 34 $11.2K <0.01% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 24 shares; 2025Q3: 49 shares; 2025Q4: 45 shares; 2026Q1: 71 shares 71 $11.2K <0.01% +26 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 19 shares; 2025Q3: 31 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $11.1K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 8 shares 8 $11K <0.01% +5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 80 shares; 2025Q3: 54 shares; 2025Q4: 25 shares; 2026Q1: 98 shares 98 $10.9K <0.01% +73 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 30 shares; 2025Q3: 38 shares; 2025Q4: 19 shares; 2026Q1: 40 shares 40 $10.8K <0.01% +21 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 35 shares; 2025Q4: 92 shares; 2026Q1: 102 shares 102 $10.8K <0.01% +10 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 90 shares; 2025Q3: 92 shares; 2025Q4: 135 shares; 2026Q1: 156 shares 156 $10.8K <0.01% +21 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 148 shares 148 $10.8K <0.01% +29 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 88 shares; 2025Q3: 117 shares; 2025Q4: 123 shares; 2026Q1: 131 shares 131 $10.7K <0.01% +8 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $10.7K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 42 shares; 2025Q3: 69 shares; 2025Q4: 59 shares; 2026Q1: 71 shares 71 $10.7K <0.01% +12 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 145 shares; 2025Q3: 72 shares; 2025Q4: 21 shares; 2026Q1: 181 shares 181 $10.6K <0.01% +160 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 4,303 shares; 2025Q1: 4,697 shares; 2025Q2: 4,604 shares; 2025Q3: 3,882 shares; 2025Q4: 74 shares; 2026Q1: 114 shares 114 $10.5K <0.01% +40 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 33 shares; 2025Q3: 5 shares; 2025Q4: 79 shares; 2026Q1: 62 shares 62 $10.5K <0.01% -17 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 16 shares; 2026Q1: 125 shares 125 $10.3K <0.01% +109 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 9 shares; 2025Q4: 21 shares; 2026Q1: 41 shares 41 $10.3K <0.01% +20 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $10.2K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 44 shares; 2025Q3: 49 shares; 2025Q4: 57 shares; 2026Q1: 96 shares 96 $10.1K <0.01% +39 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 152 shares 152 $10.1K <0.01% +17 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $10K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: 69 shares; 2026Q1: 73 shares 73 $10K <0.01% +4 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 663 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $9.98K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 165 shares; 2025Q3: 122 shares; 2025Q4: 55 shares; 2026Q1: 137 shares 137 $9.97K <0.01% +82 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 60 shares; 2026Q1: 270 shares 270 $9.95K <0.01% +210 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 134 shares 134 $9.9K <0.01% -37 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 46 shares; 2026Q1: 199 shares 199 $9.88K <0.01% +153 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 37 shares 37 $9.83K <0.01% +25 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $9.76K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 3 shares; 2025Q3: 68 shares; 2025Q4: 56 shares; 2026Q1: 83 shares 83 $9.76K <0.01% +27 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $9.73K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 119 shares 119 $9.72K <0.01% +68 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 114 shares; 2025Q3: 142 shares; 2025Q4: 116 shares; 2026Q1: 143 shares 143 $9.7K <0.01% +27 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 77 shares 77 $9.66K <0.01% +72 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 52 shares 52 $9.62K <0.01% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 51 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.59K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 134 shares 134 $9.26K <0.01% +125 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $9.21K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 63 shares; 2025Q3: 97 shares; 2025Q4: 112 shares; 2026Q1: 63 shares 63 $9.15K <0.01% -49 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 18 shares; 2025Q3: 9 shares; 2025Q4: 15 shares; 2026Q1: 23 shares 23 $9.12K <0.01% +8 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 120 shares 120 $8.99K <0.01% +52 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 185 shares 185 $8.93K <0.01% +121 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 75 shares; 2025Q3: 84 shares; 2025Q4: 111 shares; 2026Q1: 97 shares 97 $8.83K <0.01% -14 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 50 shares 50 $8.77K <0.01% +34 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $8.76K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 42 shares 42 $8.76K <0.01% +39 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 16 shares; 2025Q4: 31 shares; 2026Q1: 55 shares 55 $8.69K <0.01% +24 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 284 shares; 2025Q3: 345 shares; 2025Q4: 90 shares; 2026Q1: 316 shares 316 $8.63K <0.01% +226 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $8.6K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 122 shares; 2026Q1: 158 shares 158 $8.57K <0.01% +36 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $8.57K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 130 shares; 2025Q3: 134 shares; 2025Q4: 132 shares; 2026Q1: 174 shares 174 $8.53K <0.01% +42 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 19 shares; 2025Q3: 27 shares; 2025Q4: 29 shares; 2026Q1: 67 shares 67 $8.48K <0.01% +38 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $8.46K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 7 shares; 2025Q4: 1 shares; 2026Q1: 34 shares 34 $8.44K <0.01% +33 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $8.39K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $8.36K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 59 shares 59 $8.21K <0.01% +12 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 123 shares 123 $8.13K <0.01% +42 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 91 shares; 2025Q3: 35 shares; 2025Q4: 24 shares; 2026Q1: 100 shares 100 $8.13K <0.01% +76 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $8.12K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $8.09K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: 6 shares; 2025Q4: 11 shares; 2026Q1: 19 shares 19 $8.07K <0.01% +8 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $8.05K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 16 shares; 2025Q4: 17 shares; 2026Q1: 22 shares 22 $7.89K <0.01% +5 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 40 shares; 2025Q1: 59 shares; 2025Q2: 74 shares; 2025Q3: 68 shares; 2025Q4: 84 shares; 2026Q1: 52 shares 52 $7.84K <0.01% -32 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 976 shares; 2025Q4: 0 shares; 2026Q1: 131 shares 131 $7.78K <0.01% +131 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141 shares; 2025Q4: 113 shares; 2026Q1: 215 shares 215 $7.75K <0.01% +102 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 21 shares 21 $7.72K <0.01% -1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 50 shares 50 $7.64K <0.01% +28 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 14 shares; 2025Q4: 33 shares; 2026Q1: 26 shares 26 $7.61K <0.01% -7 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 13,323 shares; 2025Q1: 11 shares; 2025Q2: 91 shares; 2025Q3: 99 shares; 2025Q4: 95 shares; 2026Q1: 105 shares 105 $7.61K <0.01% +10 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 54 shares; 2025Q3: 24 shares; 2025Q4: 33 shares; 2026Q1: 58 shares 58 $7.61K <0.01% +25 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $7.47K <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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 22 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 65 shares 65 $7.3K <0.01% +34 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 50 shares; 2026Q1: 98 shares 98 $7.28K <0.01% +48 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 40 shares 40 $7.2K <0.01% +2 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 31 shares; 2026Q1: 169 shares 169 $7.15K <0.01% +138 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 74 shares; 2025Q3: 72 shares; 2025Q4: 0 shares; 2026Q1: 70 shares 70 $7.15K <0.01% +70 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 30 shares 30 $7.15K <0.01% +23 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 11 shares 11 $7.05K <0.01% +5 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 65 shares; 2025Q3: 161 shares; 2025Q4: 134 shares; 2026Q1: 76 shares 76 $7.02K <0.01% -58 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 64 shares; 2026Q1: 51 shares 51 $6.99K <0.01% -13 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 123 shares 123 $6.97K <0.01% +60 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,356 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 1,015 shares; 2025Q4: 2,559 shares; 2026Q1: 1,015 shares 1,015 $6.97K <0.01% -1,544 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares 438 $6.97K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 5 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $6.94K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 33 shares; 2025Q3: 85 shares; 2025Q4: 53 shares; 2026Q1: 114 shares 114 $6.86K <0.01% +61 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 36 shares; 2025Q4: 91 shares; 2026Q1: 70 shares 70 $6.84K <0.01% -21 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $6.82K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 7 shares; 2026Q1: 93 shares 93 $6.76K <0.01% +86 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 50 shares; 2025Q3: 54 shares; 2025Q4: 68 shares; 2026Q1: 57 shares 57 $6.73K <0.01% -11 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: 135 shares; 2025Q3: 87 shares; 2025Q4: 52 shares; 2026Q1: 116 shares 116 $6.69K <0.01% +64 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 80 shares 80 $6.68K <0.01% +22 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: 7 shares; 2025Q4: 20 shares; 2026Q1: 16 shares 16 $6.67K <0.01% -4 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $6.64K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 40 shares; 2025Q3: 13 shares; 2025Q4: 10 shares; 2026Q1: 101 shares 101 $6.57K <0.01% +91 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6.54K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $6.54K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $6.41K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $6.37K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 26 shares; 2025Q3: 34 shares; 2025Q4: 51 shares; 2026Q1: 58 shares 58 $6.36K <0.01% +7 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 20 shares 20 $6.28K <0.01% +13 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 22 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $6.26K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 89 shares; 2025Q2: 190 shares; 2025Q3: 162 shares; 2025Q4: 145 shares; 2026Q1: 88 shares 88 $6.22K <0.01% -57 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 3 shares; 2025Q4: 6 shares; 2026Q1: 30 shares 30 $6.22K <0.01% +24 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $6.15K <0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: 262 shares; 2025Q4: 205 shares; 2026Q1: 200 shares 200 $6.14K <0.01% -5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 15 shares; 2025Q3: 62 shares; 2025Q4: 51 shares; 2026Q1: 52 shares 52 $6.02K <0.01% +1 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,767 shares; 2025Q1: 5 shares; 2025Q2: 24 shares; 2025Q3: 30 shares; 2025Q4: 52 shares; 2026Q1: 75 shares 75 $6.01K <0.01% +23 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 65 shares 65 $6K <0.01% +36 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 52 shares; 2025Q3: 31 shares; 2025Q4: 44 shares; 2026Q1: 61 shares 61 $6K <0.01% +17 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 12 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 24 shares 24 $6K <0.01% +10 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 12 shares; 2026Q1: 29 shares 29 $6K <0.01% +17 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 18 shares; 2025Q3: 26 shares; 2025Q4: 54 shares; 2026Q1: 52 shares 52 $5.93K <0.01% -2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 58 shares; 2025Q3: 60 shares; 2025Q4: 62 shares; 2026Q1: 64 shares 64 $5.89K <0.01% +2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 8 shares; 2026Q1: 10 shares 10 $5.89K <0.01% +2 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 25 shares; 2026Q1: 36 shares 36 $5.89K <0.01% +11 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $5.82K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 2 shares; 2026Q1: 20 shares 20 $5.81K <0.01% +18 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $5.81K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $5.79K <0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 19 shares 19 $5.78K <0.01% +3 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $5.74K <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 26 shares; 2025Q4: 54 shares; 2026Q1: 67 shares 67 $5.71K <0.01% +13 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 0 shares; 2026Q1: 254 shares 254 $5.71K <0.01% +254 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $5.7K <0.01% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $5.68K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares 61 $5.62K <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 33 shares; 2025Q4: 64 shares; 2026Q1: 51 shares 51 $5.6K <0.01% -13 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 76 shares; 2025Q2: 98 shares; 2025Q3: 29 shares; 2025Q4: 102 shares; 2026Q1: 37 shares 37 $5.56K <0.01% -65 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 24 shares; 2025Q3: 26 shares; 2025Q4: 52 shares; 2026Q1: 65 shares 65 $5.52K <0.01% +13 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $5.51K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 295 shares 295 $5.5K <0.01% +258 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 100 shares; 2025Q3: 112 shares; 2025Q4: 103 shares; 2026Q1: 104 shares 104 $5.49K <0.01% +1 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 195 shares; 2025Q1: 171 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 124 shares 124 $5.46K <0.01% -17 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 40 shares; 2025Q3: 43 shares; 2025Q4: 93 shares; 2026Q1: 96 shares 96 $5.43K <0.01% +3 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 24 shares; 2025Q3: 31 shares; 2025Q4: 20 shares; 2026Q1: 31 shares 31 $5.41K <0.01% +11 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 76 shares 76 $5.36K <0.01% +57 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 26 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $5.35K <0.01% 0 Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 488 shares; 2026Q1: 318 shares 318 $5.25K <0.01% -170 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 20 shares; 2026Q1: 43 shares 43 $5.25K <0.01% +23 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $5.25K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 86 shares; 2025Q2: 100 shares; 2025Q3: 37 shares; 2025Q4: 106 shares; 2026Q1: 93 shares 93 $5.24K <0.01% -13 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 14 shares; 2026Q1: 26 shares 26 $5.2K <0.01% +12 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 13 shares 13 $5.19K <0.01% -4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $5.19K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 17 shares; 2026Q1: 19 shares 19 $5.17K <0.01% +2 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $5.16K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $5.14K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 27 shares 27 $5.14K <0.01% +17 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 11 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $5.08K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 15 shares; 2025Q3: 9 shares; 2025Q4: 5 shares; 2026Q1: 19 shares 19 $5.07K <0.01% +14 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 176 shares; 2025Q2: 236 shares; 2025Q3: 50 shares; 2025Q4: 190 shares; 2026Q1: 40 shares 40 $4.99K <0.01% -150 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $4.95K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $4.93K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 8 shares; 2025Q4: 18 shares; 2026Q1: 36 shares 36 $4.9K <0.01% +18 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares 183 $4.85K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 126 shares; 2025Q3: 82 shares; 2025Q4: 41 shares; 2026Q1: 107 shares 107 $4.84K <0.01% +66 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 8 shares 8 $4.84K <0.01% +6 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $4.79K <0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 56 shares; 2025Q4: 30 shares; 2026Q1: 19 shares 19 $4.76K <0.01% -11 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 14 shares 14 $4.75K <0.01% +13 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; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: 39 shares; 2025Q3: 23 shares; 2025Q4: 31 shares; 2026Q1: 24 shares 24 $4.74K <0.01% -7 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 11 shares; 2025Q4: 20 shares; 2026Q1: 28 shares 28 $4.73K <0.01% +8 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $4.73K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 21 shares 21 $4.71K <0.01% +15 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 245 shares; 2026Q1: 235 shares 235 $4.71K <0.01% -10 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 40 shares 40 $4.68K <0.01% +33 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $4.65K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 213 shares 213 $4.61K <0.01% +95 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76 $4.56K <0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 42 shares; 2025Q4: 88 shares; 2026Q1: 73 shares 73 $4.56K <0.01% -15 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $4.55K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 12 shares; 2025Q3: 15 shares; 2025Q4: 6 shares; 2026Q1: 14 shares 14 $4.52K <0.01% +8 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 233 shares; 2025Q1: 234 shares; 2025Q2: 236 shares; 2025Q3: 237 shares; 2025Q4: 240 shares; 2026Q1: 242 shares 242 $4.52K <0.01% +2 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173 shares; 2025Q3: 212 shares; 2025Q4: 133 shares; 2026Q1: 268 shares 268 $4.49K <0.01% +135 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 20 shares; 2025Q1: 17 shares; 2025Q2: 73 shares; 2025Q3: 55 shares; 2025Q4: 67 shares; 2026Q1: 63 shares 63 $4.48K <0.01% -4 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 26 shares 26 $4.47K <0.01% +14 Timeline