IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 568,311 shares; 2025Q1: 584,302 shares; 2025Q2: 601,013 shares; 2025Q3: 615,627 shares; 2025Q4: 671,055 shares; 2026Q1: 691,129 shares 691,129 $31.9M 11.44% +20,074 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724,331 shares; 2025Q1: 728,237 shares; 2025Q2: 731,430 shares; 2025Q3: 744,484 shares; 2025Q4: 737,497 shares; 2026Q1: 741,202 shares 741,202 $20.6M 7.4% +3,705 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,420 shares; 2025Q1: 119,512 shares; 2025Q2: 120,719 shares; 2025Q3: 121,754 shares; 2025Q4: 117,210 shares; 2026Q1: 117,845 shares 117,845 $18.3M 6.55% +635 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: restricted; 2024Q4: not reported; 2025Q1: 158,738 shares; 2025Q2: 159,546 shares; 2025Q3: 164,944 shares; 2025Q4: 173,772 shares; 2026Q1: 172,072 shares 172,072 $14.6M 5.23% -1,700 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,226 shares; 2025Q1: 430,156 shares; 2025Q2: 430,989 shares; 2025Q3: 437,507 shares; 2025Q4: 420,588 shares; 2026Q1: 404,108 shares 404,108 $10.4M 3.71% -16,480 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: restricted; 2024Q4: 34,570 shares; 2025Q1: 35,365 shares; 2025Q2: 34,527 shares; 2025Q3: 34,633 shares; 2025Q4: 32,446 shares; 2026Q1: 32,242 shares 32,242 $9.26M 3.32% -204 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: restricted; 2024Q4: 269,186 shares; 2025Q1: 70,607 shares; 2025Q2: 92,720 shares; 2025Q3: 98,392 shares; 2025Q4: 103,201 shares; 2026Q1: 106,059 shares 106,059 $8.55M 3.06% +2,858 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: restricted; 2024Q4: 31,121 shares; 2025Q1: 29,631 shares; 2025Q2: 29,121 shares; 2025Q3: 33,044 shares; 2025Q4: 30,461 shares; 2026Q1: 28,135 shares 28,135 $7.14M 2.56% -2,326 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: restricted; 2024Q4: 23,497 shares; 2025Q1: 23,497 shares; 2025Q2: 23,498 shares; 2025Q3: 23,621 shares; 2025Q4: 22,470 shares; 2026Q1: 22,372 shares 22,372 $6.43M 2.3% -98 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,389 shares; 2025Q1: 55,997 shares; 2025Q2: 51,997 shares; 2025Q3: 51,029 shares; 2025Q4: 49,012 shares; 2026Q1: 49,017 shares 49,017 $6.09M 2.18% +5 Timeline DFSU 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: restricted; 2024Q4: 5,045 shares; 2025Q1: 5,214 shares; 2025Q2: 145,904 shares; 2025Q3: 146,249 shares; 2025Q4: 143,765 shares; 2026Q1: 144,120 shares 144,120 $5.92M 2.12% +355 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,366 shares; 2025Q1: 187,577 shares; 2025Q2: 192,940 shares; 2025Q3: 205,447 shares; 2025Q4: 222,637 shares; 2026Q1: 231,107 shares 231,107 $4.97M 1.78% +8,470 Timeline FTHI 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: restricted; 2024Q4: 173,382 shares; 2025Q1: 186,218 shares; 2025Q2: 187,621 shares; 2025Q3: 198,804 shares; 2025Q4: 200,090 shares; 2026Q1: 206,225 shares 206,225 $4.73M 1.7% +6,135 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: restricted; 2024Q4: 49,608 shares; 2025Q1: 47,090 shares; 2025Q2: 47,176 shares; 2025Q3: 44,560 shares; 2025Q4: 44,628 shares; 2026Q1: 43,954 shares 43,954 $4.36M 1.56% -674 Timeline DFAU 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: restricted; 2024Q4: 51,721 shares; 2025Q1: 59,636 shares; 2025Q2: 69,328 shares; 2025Q3: 84,434 shares; 2025Q4: 93,689 shares; 2026Q1: 96,630 shares 96,630 $4.36M 1.56% +2,941 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,625 shares; 2025Q1: 120,338 shares; 2025Q2: 121,793 shares; 2025Q3: 121,471 shares; 2025Q4: 131,526 shares; 2026Q1: 136,572 shares 136,572 $4.19M 1.5% +5,046 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: restricted; 2024Q4: 14,973 shares; 2025Q1: 14,973 shares; 2025Q2: 14,744 shares; 2025Q3: 14,705 shares; 2025Q4: 14,622 shares; 2026Q1: 14,547 shares 14,547 $4.17M 1.49% -75 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: restricted; 2024Q4: 6,937 shares; 2025Q1: 6,971 shares; 2025Q2: 6,390 shares; 2025Q3: 6,365 shares; 2025Q4: 6,251 shares; 2026Q1: 6,231 shares 6,231 $4.05M 1.45% -20 Timeline ESGU 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: restricted; 2024Q4: 41,247 shares; 2025Q1: 41,908 shares; 2025Q2: 23,738 shares; 2025Q3: 24,159 shares; 2025Q4: 24,546 shares; 2026Q1: 24,619 shares 24,619 $3.48M 1.25% +73 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,116 shares; 2025Q1: 56,322 shares; 2025Q2: 55,960 shares; 2025Q3: 52,463 shares; 2025Q4: 53,182 shares; 2026Q1: 53,507 shares 53,507 $3.43M 1.23% +325 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: restricted; 2024Q4: 11,839 shares; 2025Q1: 14,053 shares; 2025Q2: 14,191 shares; 2025Q3: 18,111 shares; 2025Q4: 17,644 shares; 2026Q1: 18,342 shares 18,342 $3.2M 1.15% +698 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: restricted; 2024Q4: not reported; 2025Q1: 30,880 shares; 2025Q2: 30,897 shares; 2025Q3: 29,672 shares; 2025Q4: 29,165 shares; 2026Q1: 28,335 shares 28,335 $3.15M 1.13% -830 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,980 shares; 2025Q1: 6,920 shares; 2025Q2: 7,269 shares; 2025Q3: 7,272 shares; 2025Q4: 7,284 shares; 2026Q1: 7,173 shares 7,173 $3.06M 1.1% -111 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,705 shares; 2025Q1: 117,980 shares; 2025Q2: 117,805 shares; 2025Q3: 117,812 shares; 2025Q4: 117,819 shares; 2026Q1: 117,825 shares 117,825 $2.96M 1.06% +6 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,386 shares; 2025Q1: 55,097 shares; 2025Q2: 57,974 shares; 2025Q3: 58,471 shares; 2025Q4: 60,779 shares; 2026Q1: 60,987 shares 60,987 $2.93M 1.05% +208 Timeline DFAT 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: restricted; 2024Q4: 41,853 shares; 2025Q1: 46,657 shares; 2025Q2: 39,135 shares; 2025Q3: 41,994 shares; 2025Q4: 40,189 shares; 2026Q1: 40,843 shares 40,843 $2.55M 0.91% +654 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: restricted; 2024Q4: 8,530 shares; 2025Q1: 8,491 shares; 2025Q2: 8,807 shares; 2025Q3: 7,749 shares; 2025Q4: 8,028 shares; 2026Q1: 6,572 shares 6,572 $2.44M 0.88% -1,456 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: restricted; 2024Q4: 6,397 shares; 2025Q1: 6,103 shares; 2025Q2: 5,994 shares; 2025Q3: 6,534 shares; 2025Q4: 6,281 shares; 2026Q1: 6,368 shares 6,368 $2.36M 0.84% +87 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: restricted; 2024Q4: 8,551 shares; 2025Q1: 7,745 shares; 2025Q2: 7,841 shares; 2025Q3: 7,832 shares; 2025Q4: 7,240 shares; 2026Q1: 6,878 shares 6,878 $2.21M 0.79% -362 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: restricted; 2024Q4: 5,006 shares; 2025Q1: 4,802 shares; 2025Q2: 4,687 shares; 2025Q3: 4,573 shares; 2025Q4: 4,223 shares; 2026Q1: 4,464 shares 4,464 $2.14M 0.77% +241 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: 708 shares; 2025Q2: 703 shares; 2025Q3: 1,305 shares; 2025Q4: 2,921 shares; 2026Q1: 3,599 shares 3,599 $2.08M 0.74% +678 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,225 shares; 2025Q1: 23,011 shares; 2025Q2: 30,834 shares; 2025Q3: 30,596 shares; 2025Q4: 27,312 shares; 2026Q1: 27,254 shares 27,254 $1.83M 0.66% -58 Timeline DFAS 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: restricted; 2024Q4: 20,908 shares; 2025Q1: 21,582 shares; 2025Q2: 27,602 shares; 2025Q3: 28,151 shares; 2025Q4: 26,829 shares; 2026Q1: 25,608 shares 25,608 $1.82M 0.65% -1,221 Timeline ESGD 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: restricted; 2024Q4: 17,950 shares; 2025Q1: 16,688 shares; 2025Q2: 17,048 shares; 2025Q3: 17,073 shares; 2025Q4: 17,460 shares; 2026Q1: 17,506 shares 17,506 $1.67M 0.6% +46 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: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,097 shares; 2025Q2: 5,907 shares; 2025Q3: 7,105 shares; 2025Q4: 7,082 shares; 2026Q1: 7,459 shares 7,459 $1.55M 0.56% +377 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,486 shares; 2025Q1: 34,838 shares; 2025Q2: 34,808 shares; 2025Q3: 34,256 shares; 2025Q4: 32,726 shares; 2026Q1: 31,445 shares 31,445 $1.54M 0.55% -1,281 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: restricted; 2024Q4: 5,717 shares; 2025Q1: 5,736 shares; 2025Q2: 11,952 shares; 2025Q3: 12,004 shares; 2025Q4: 12,058 shares; 2026Q1: 12,078 shares 12,078 $1.43M 0.51% +20 Timeline SCHC 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: restricted; 2024Q4: 42,463 shares; 2025Q1: 43,300 shares; 2025Q2: 39,933 shares; 2025Q3: 39,250 shares; 2025Q4: 30,852 shares; 2026Q1: 26,798 shares 26,798 $1.25M 0.45% -4,054 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: restricted; 2024Q4: not reported; 2025Q1: 13,938 shares; 2025Q2: 15,647 shares; 2025Q3: 15,683 shares; 2025Q4: 15,671 shares; 2026Q1: 15,511 shares 15,511 $1.25M 0.45% -160 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,267 shares; 2025Q1: 12,365 shares; 2025Q2: 11,180 shares; 2025Q3: 11,186 shares; 2025Q4: 11,196 shares; 2026Q1: 11,189 shares 11,189 $1.23M 0.44% -7 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,396 shares; 2025Q1: 37,253 shares; 2025Q2: 37,915 shares; 2025Q3: 39,108 shares; 2025Q4: 37,419 shares; 2026Q1: 37,896 shares 37,896 $1.1M 0.39% +477 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: restricted; 2024Q4: 5,552 shares; 2025Q1: 5,406 shares; 2025Q2: 5,406 shares; 2025Q3: 5,510 shares; 2025Q4: 5,337 shares; 2026Q1: 4,987 shares 4,987 $1.08M 0.39% -350 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,374 shares; 2025Q1: 7,094 shares; 2025Q2: 4,040 shares; 2025Q3: 3,970 shares; 2025Q4: 4,080 shares; 2026Q1: 5,483 shares 5,483 $1.05M 0.38% +1,403 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,935 shares; 2025Q1: 36,038 shares; 2025Q2: 36,051 shares; 2025Q3: 36,081 shares; 2025Q4: 33,612 shares; 2026Q1: 33,630 shares 33,630 $1.04M 0.37% +18 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: restricted; 2024Q4: 3,848 shares; 2025Q1: 5,698 shares; 2025Q2: 4,529 shares; 2025Q3: 3,570 shares; 2025Q4: 2,452 shares; 2026Q1: 2,342 shares 2,342 $954K 0.34% -110 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: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,287 shares; 2025Q2: 3,273 shares; 2025Q3: 3,430 shares; 2025Q4: 3,178 shares; 2026Q1: 3,228 shares 3,228 $950K 0.34% +50 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 30,757 shares; 2025Q3: 30,262 shares; 2025Q4: 30,262 shares; 2026Q1: 30,262 shares 30,262 $948K 0.34% 0 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: restricted; 2024Q4: 18,798 shares; 2025Q1: 18,798 shares; 2025Q2: 18,798 shares; 2025Q3: 17,806 shares; 2025Q4: 15,496 shares; 2026Q1: 14,919 shares 14,919 $931K 0.33% -577 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,878 shares; 2025Q2: 1,582 shares; 2025Q3: 1,497 shares; 2025Q4: 1,499 shares; 2026Q1: 1,429 shares 1,429 $881K 0.32% -70 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,496 shares; 2025Q1: 35,351 shares; 2025Q2: 35,197 shares; 2025Q3: 35,509 shares; 2025Q4: 31,852 shares; 2026Q1: 34,004 shares 34,004 $842K 0.3% +2,152 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: restricted; 2024Q4: 1,020 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 1,143 shares; 2025Q4: 845 shares; 2026Q1: 805 shares 805 $802K 0.29% -40 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: restricted; 2024Q4: 3,987 shares; 2025Q1: 3,990 shares; 2025Q2: 4,024 shares; 2025Q3: 3,840 shares; 2025Q4: 3,704 shares; 2026Q1: 3,729 shares 3,729 $772K 0.28% +25 Timeline DFAC 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: restricted; 2024Q4: 21,229 shares; 2025Q1: 21,409 shares; 2025Q2: 21,472 shares; 2025Q3: 21,530 shares; 2025Q4: 19,415 shares; 2026Q1: 19,463 shares 19,463 $756K 0.27% +48 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 3,801 shares; 2025Q3: 3,809 shares; 2025Q4: 3,876 shares; 2026Q1: 3,881 shares 3,881 $736K 0.26% +5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,129 shares; 2025Q3: 7,977 shares; 2025Q4: 7,681 shares; 2026Q1: 7,494 shares 7,494 $728K 0.26% -187 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: restricted; 2024Q4: 4,621 shares; 2025Q1: 4,438 shares; 2025Q2: 4,026 shares; 2025Q3: 3,698 shares; 2025Q4: 3,041 shares; 2026Q1: 2,905 shares 2,905 $710K 0.25% -136 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,609 shares; 2025Q4: 2,156 shares; 2026Q1: 2,255 shares 2,255 $698K 0.25% +99 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 629 shares 629 $671K 0.24% +112 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: restricted; 2024Q4: 2,501 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,445 shares; 2025Q4: 2,437 shares; 2026Q1: 2,452 shares 2,452 $664K 0.24% +15 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: restricted; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,820 shares; 2025Q4: 6,790 shares; 2026Q1: 6,790 shares 6,790 $642K 0.23% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,162 shares; 2025Q1: 184,895 shares; 2025Q2: 192,208 shares; 2025Q3: 164,128 shares; 2025Q4: 48,560 shares; 2026Q1: 33,303 shares 33,303 $633K 0.23% -15,257 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,629 shares; 2025Q1: 6,998 shares; 2025Q2: 6,874 shares; 2025Q3: 6,846 shares; 2025Q4: 6,858 shares; 2026Q1: 6,765 shares 6,765 $612K 0.22% -93 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: restricted; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 2,082 shares; 2025Q3: 2,132 shares; 2025Q4: 2,114 shares; 2026Q1: 1,958 shares 1,958 $609K 0.22% -156 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,429 shares; 2025Q1: 4,438 shares; 2025Q2: 4,447 shares; 2025Q3: 4,346 shares; 2025Q4: 4,296 shares; 2026Q1: 4,225 shares 4,225 $602K 0.22% -71 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,393 shares; 2025Q1: 2,093 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,101 shares; 2026Q1: 2,109 shares 2,109 $596K 0.21% +8 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: restricted; 2024Q4: 5,559 shares; 2025Q1: 5,650 shares; 2025Q2: 6,211 shares; 2025Q3: 6,421 shares; 2025Q4: 6,675 shares; 2026Q1: 6,709 shares 6,709 $595K 0.21% +34 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,845 shares; 2025Q1: 28,551 shares; 2025Q2: 24,879 shares; 2025Q3: 23,655 shares; 2025Q4: 21,059 shares; 2026Q1: 21,072 shares 21,072 $573K 0.21% +13 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,612 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares; 2025Q4: 9,831 shares; 2026Q1: 9,831 shares 9,831 $558K 0.2% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 975 shares; 2025Q4: 988 shares; 2026Q1: 989 shares 989 $543K 0.19% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,494 shares; 2025Q1: 22,494 shares; 2025Q2: 22,494 shares; 2025Q3: 22,518 shares; 2025Q4: 22,518 shares; 2026Q1: 22,494 shares 22,494 $536K 0.19% -24 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: restricted; 2024Q4: 1,803 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,659 shares; 2025Q4: 1,479 shares; 2026Q1: 1,494 shares 1,494 $534K 0.19% +15 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: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,250 shares; 2025Q2: 2,220 shares; 2025Q3: 2,166 shares; 2025Q4: 1,995 shares; 2026Q1: 1,996 shares 1,996 $523K 0.19% +1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,369 shares; 2025Q1: 8,221 shares; 2025Q2: 8,294 shares; 2025Q3: 11,148 shares; 2025Q4: 11,297 shares; 2026Q1: 11,395 shares 11,395 $518K 0.19% +98 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: restricted; 2024Q4: 5,415 shares; 2025Q1: 5,415 shares; 2025Q2: 5,328 shares; 2025Q3: 5,123 shares; 2025Q4: 3,852 shares; 2026Q1: 3,858 shares 3,858 $510K 0.18% +6 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: restricted; 2024Q4: 589 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 836 shares; 2025Q4: 839 shares; 2026Q1: 878 shares 878 $502K 0.18% +39 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: restricted; 2024Q4: 650 shares; 2025Q1: 639 shares; 2025Q2: 562 shares; 2025Q3: 608 shares; 2025Q4: 563 shares; 2026Q1: 544 shares 544 $501K 0.18% -19 Timeline DFSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,892 shares; 2025Q3: 10,931 shares; 2025Q4: 10,988 shares; 2026Q1: 11,707 shares 11,707 $496K 0.18% +719 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: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,219 shares; 2025Q4: 4,219 shares; 2026Q1: 4,221 shares 4,221 $481K 0.17% +2 Timeline VOE 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: restricted; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,608 shares; 2025Q4: 2,553 shares; 2026Q1: 2,466 shares 2,466 $454K 0.16% -87 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: restricted; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 291 shares; 2025Q4: 301 shares; 2026Q1: 302 shares 302 $444K 0.16% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,606 shares; 2025Q1: 2,436 shares; 2025Q2: 2,320 shares; 2025Q3: 2,130 shares; 2025Q4: 2,071 shares; 2026Q1: 2,040 shares 2,040 $443K 0.16% -31 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,873 shares; 2025Q3: 3,890 shares; 2025Q4: 3,905 shares; 2026Q1: 3,915 shares 3,915 $432K 0.15% +10 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: restricted; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,313 shares; 2025Q4: 2,288 shares; 2026Q1: 2,344 shares 2,344 $398K 0.14% +56 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 14,643 shares 14,643 $388K 0.14% +13,157 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: restricted; 2024Q4: 3,122 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,088 shares; 2025Q4: 2,736 shares; 2026Q1: 2,392 shares 2,392 $383K 0.14% -344 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,259 shares; 2025Q1: 20,848 shares; 2025Q2: 20,848 shares; 2025Q3: 20,848 shares; 2025Q4: 19,999 shares; 2026Q1: 19,887 shares 19,887 $382K 0.14% -112 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: restricted; 2024Q4: 511 shares; 2025Q1: 535 shares; 2025Q2: 530 shares; 2025Q3: 1,681 shares; 2025Q4: 2,135 shares; 2026Q1: 2,584 shares 2,584 $378K 0.14% +449 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,443 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,420 shares 1,420 $352K 0.13% -15 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,269 shares; 2025Q1: 8,269 shares; 2025Q2: 8,280 shares; 2025Q3: 8,320 shares; 2025Q4: 15,484 shares; 2026Q1: 15,600 shares 15,600 $348K 0.12% +116 Timeline EFV 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: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares 4,640 $345K 0.12% 0 Timeline DEM 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: restricted; 2024Q4: 9,785 shares; 2025Q1: 9,257 shares; 2025Q2: 7,666 shares; 2025Q3: 7,495 shares; 2025Q4: 6,750 shares; 2026Q1: 6,754 shares 6,754 $336K 0.12% +4 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares 2,397 $332K 0.12% 0 Timeline VNQI 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: restricted; 2024Q4: 6,284 shares; 2025Q1: 6,420 shares; 2025Q2: 6,898 shares; 2025Q3: 7,007 shares; 2025Q4: 7,501 shares; 2026Q1: 7,446 shares 7,446 $331K 0.12% -55 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: restricted; 2024Q4: 1,583 shares; 2025Q1: 1,545 shares; 2025Q2: 1,548 shares; 2025Q3: 1,644 shares; 2025Q4: 1,654 shares; 2026Q1: 1,671 shares 1,671 $322K 0.12% +17 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 2,085 shares; 2026Q1: 1,961 shares 1,961 $320K 0.11% -124 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: restricted; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,847 shares; 2025Q4: 1,852 shares; 2026Q1: 1,716 shares 1,716 $320K 0.11% -136 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,413 shares; 2025Q1: 13,454 shares; 2025Q2: 13,628 shares; 2025Q3: 13,682 shares; 2025Q4: 8,167 shares; 2026Q1: 8,188 shares 8,188 $319K 0.11% +21 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: restricted; 2024Q4: 897 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 885 shares; 2025Q4: 858 shares; 2026Q1: 877 shares 877 $288K 0.1% +19 Timeline DFUS 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: restricted; 2024Q4: 3,861 shares; 2025Q1: 3,869 shares; 2025Q2: 3,880 shares; 2025Q3: 3,890 shares; 2025Q4: 3,862 shares; 2026Q1: 3,871 shares 3,871 $274K 0.1% +9 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: restricted; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 938 shares; 2025Q3: 1,005 shares; 2025Q4: 889 shares; 2026Q1: 897 shares 897 $271K 0.1% +8 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: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,816 shares; 2025Q4: 2,660 shares; 2026Q1: 2,709 shares 2,709 $261K 0.09% +49 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 1,215 shares; 2026Q1: 1,220 shares 1,220 $261K 0.09% +5 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,270 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 18,056 shares; 2025Q4: 7,794 shares; 2026Q1: 5,706 shares 5,706 $258K 0.09% -2,088 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: restricted; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 1,983 shares; 2025Q4: 1,676 shares; 2026Q1: 1,692 shares 1,692 $244K 0.09% +16 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: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,528 shares; 2025Q2: 2,434 shares; 2025Q3: 2,571 shares; 2025Q4: 2,498 shares; 2026Q1: 2,573 shares 2,573 $242K 0.09% +75 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,259 shares; 2025Q3: 24,387 shares; 2025Q4: 23,950 shares; 2026Q1: 22,574 shares 22,574 $235K 0.08% -1,376 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: restricted; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,353 shares; 2025Q4: 2,191 shares; 2026Q1: 2,287 shares 2,287 $235K 0.08% +96 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: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 273 shares; 2026Q1: 275 shares 275 $233K 0.08% +2 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: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,740 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $231K 0.08% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,033 shares; 2025Q1: 1,995 shares; 2025Q2: 1,356 shares; 2025Q3: 1,403 shares; 2025Q4: 1,414 shares; 2026Q1: 1,459 shares 1,459 $227K 0.08% +45 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,093 shares; 2025Q1: 7,949 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 7,706 shares; 2026Q1: 7,706 shares 7,706 $224K 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,823 shares; 2025Q4: 1,842 shares; 2026Q1: 1,851 shares 1,851 $224K 0.08% +9 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 993 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 1,007 shares; 2026Q1: 1,010 shares 1,010 $213K 0.08% +3 Timeline KRE 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: restricted; 2024Q4: 3,950 shares; 2025Q1: 1,450 shares; 2025Q2: 5,811 shares; 2025Q3: 4,333 shares; 2025Q4: 3,317 shares; 2026Q1: 3,225 shares 3,225 $210K 0.08% -92 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: restricted; 2024Q4: 563 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 478 shares 478 $206K 0.07% -50 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $204K 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,040 shares 1,040 $204K 0.07% -164 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,065 shares; 2025Q4: 2,110 shares; 2026Q1: 2,177 shares 2,177 $202K 0.07% +67 Timeline DISV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 4,861 shares; 2026Q1: 5,063 shares 5,063 $200K 0.07% +202 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,132 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $188K 0.07% 0 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: restricted; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $188K 0.07% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $182K 0.07% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 763 shares; 2025Q4: 683 shares; 2026Q1: 681 shares 681 $182K 0.07% -2 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,469 shares; 2025Q4: 3,558 shares; 2026Q1: 3,680 shares 3,680 $179K 0.06% +122 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares 1,971 $171K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 1,932 shares; 2025Q4: 2,157 shares; 2026Q1: 1,991 shares 1,991 $170K 0.06% -166 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $168K 0.06% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $161K 0.06% 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 750 shares; 2026Q1: 762 shares 762 $159K 0.06% +12 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $158K 0.06% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 565 shares; 2025Q4: 678 shares; 2026Q1: 901 shares 901 $158K 0.06% +223 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: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,108 shares; 2025Q4: 1,253 shares; 2026Q1: 1,128 shares 1,128 $157K 0.06% -125 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: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,751 shares; 2025Q2: 1,797 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares; 2026Q1: 2,773 shares 2,773 $157K 0.06% +905 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 83 shares; 2025Q4: 647 shares; 2026Q1: 765 shares 765 $156K 0.06% +118 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,971 shares; 2025Q1: 1,977 shares; 2025Q2: 1,991 shares; 2025Q3: 2,001 shares; 2025Q4: 2,035 shares; 2026Q1: 2,039 shares 2,039 $153K 0.05% +4 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 3,173 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,179 shares 3,179 $148K 0.05% +2 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: restricted; 2024Q4: 1,555 shares; 2025Q1: 1,559 shares; 2025Q2: 1,290 shares; 2025Q3: 1,131 shares; 2025Q4: 1,196 shares; 2026Q1: 1,225 shares 1,225 $147K 0.05% +29 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,113 shares; 2025Q1: 4,062 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,111 shares; 2026Q1: 4,115 shares 4,115 $146K 0.05% +4 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: restricted; 2024Q4: 4,734 shares; 2025Q1: 4,734 shares; 2025Q2: 4,064 shares; 2025Q3: 3,522 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares 3,549 $146K 0.05% 0 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: restricted; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 256 shares; 2025Q4: 257 shares; 2026Q1: 288 shares 288 $144K 0.05% +31 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: restricted; 2024Q4: 131 shares; 2025Q1: 127 shares; 2025Q2: 271 shares; 2025Q3: 300 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $143K 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $143K 0.05% 0 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: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares 2,790 $142K 0.05% 0 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: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 413 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $142K 0.05% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,691 shares; 2025Q1: 4,075 shares; 2025Q2: 4,078 shares; 2025Q3: 4,081 shares; 2025Q4: 4,094 shares; 2026Q1: 4,098 shares 4,098 $142K 0.05% +4 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,155 shares; 2025Q4: 1,191 shares; 2026Q1: 1,198 shares 1,198 $136K 0.05% +7 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 669 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,898 shares 1,898 $134K 0.05% +6 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,341 shares; 2025Q2: 7,386 shares; 2025Q3: 7,431 shares; 2025Q4: 7,482 shares; 2026Q1: 7,527 shares 7,527 $134K 0.05% +45 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: restricted; 2024Q4: 3,222 shares; 2025Q1: 3,273 shares; 2025Q2: 3,328 shares; 2025Q3: 3,384 shares; 2025Q4: 3,442 shares; 2026Q1: 3,493 shares 3,493 $132K 0.05% +51 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 616 shares; 2025Q3: 619 shares; 2025Q4: 638 shares; 2026Q1: 641 shares 641 $131K 0.05% +3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 1,108 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 890 shares; 2026Q1: 892 shares 892 $131K 0.05% +2 Timeline FNDE 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: restricted; 2024Q4: 3,614 shares; 2025Q1: 3,609 shares; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,720 shares; 2026Q1: 3,360 shares 3,360 $129K 0.05% -360 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: restricted; 2024Q4: 491 shares; 2025Q1: 492 shares; 2025Q2: 493 shares; 2025Q3: 494 shares; 2025Q4: 555 shares; 2026Q1: 530 shares 530 $129K 0.05% -25 Timeline IGM 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: restricted; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062 $126K 0.05% 0 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,183 shares; 2026Q1: 1,251 shares 1,251 $124K 0.04% +68 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 999 shares; 2025Q2: 1,003 shares; 2025Q3: 1,007 shares; 2025Q4: 843 shares; 2026Q1: 846 shares 846 $123K 0.04% +3 Timeline UST 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: restricted; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,192 shares; 2025Q3: 2,787 shares; 2025Q4: 2,852 shares; 2026Q1: 2,865 shares 2,865 $123K 0.04% +13 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: restricted; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 839 shares; 2025Q4: 899 shares; 2026Q1: 971 shares 971 $121K 0.04% +72 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 2,339 shares 2,339 $118K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 39 shares; 2025Q4: 1,326 shares; 2026Q1: 1,222 shares 1,222 $118K 0.04% -104 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $114K 0.04% 0 Timeline AOR 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: restricted; 2024Q4: 829 shares; 2025Q1: 830 shares; 2025Q2: 1,360 shares; 2025Q3: 1,366 shares; 2025Q4: 1,378 shares; 2026Q1: 1,744 shares 1,744 $112K 0.04% +366 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,708 shares; 2026Q1: 1,754 shares 1,754 $104K 0.04% +46 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,180 shares; 2025Q3: 1,189 shares; 2025Q4: 1,203 shares; 2026Q1: 1,170 shares 1,170 $104K 0.04% -33 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: restricted; 2024Q4: 879 shares; 2025Q1: 2,679 shares; 2025Q2: 879 shares; 2025Q3: 1,246 shares; 2025Q4: 1,294 shares; 2026Q1: 1,324 shares 1,324 $103K 0.04% +30 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: restricted; 2024Q4: 323 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 326 shares; 2026Q1: 327 shares 327 $102K 0.04% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,977 shares; 2025Q2: 1,984 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares; 2026Q1: 2,007 shares 2,007 $99.1K 0.04% +10 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 992 shares; 2025Q1: 918 shares; 2025Q2: 926 shares; 2025Q3: 821 shares; 2025Q4: 1,249 shares; 2026Q1: 1,256 shares 1,256 $98.5K 0.04% +7 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: restricted; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 672 shares 672 $97.6K 0.03% +7 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: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 262 shares; 2025Q4: 302 shares; 2026Q1: 276 shares 276 $97.1K 0.03% -26 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: restricted; 2024Q4: 562 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 557 shares; 2025Q4: 554 shares; 2026Q1: 422 shares 422 $97K 0.03% -132 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: restricted; 2024Q4: 2,439 shares; 2025Q1: 2,441 shares; 2025Q2: 2,443 shares; 2025Q3: 2,217 shares; 2025Q4: 1,608 shares; 2026Q1: 1,678 shares 1,678 $96.7K 0.03% +70 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 1,997 shares; 2025Q2: 2,026 shares; 2025Q3: 2,056 shares; 2025Q4: 1,983 shares; 2026Q1: 1,829 shares 1,829 $96.3K 0.03% -154 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,771 shares; 2025Q4: 1,512 shares; 2026Q1: 1,395 shares 1,395 $94.2K 0.03% -117 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,157 shares; 2026Q1: 965 shares 965 $93.8K 0.03% -192 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: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $92.9K 0.03% 0 Timeline ICVT 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: restricted; 2024Q4: 897 shares; 2025Q1: 899 shares; 2025Q2: 903 shares; 2025Q3: 905 shares; 2025Q4: 909 shares; 2026Q1: 911 shares 911 $92.7K 0.03% +2 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: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 131 shares 131 $92.5K 0.03% +1 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: restricted; 2024Q4: 2,563 shares; 2025Q1: 2,145 shares; 2025Q2: 2,157 shares; 2025Q3: 2,410 shares; 2025Q4: 2,583 shares; 2026Q1: 3,158 shares 3,158 $91.6K 0.03% +575 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 409 shares; 2026Q1: 1,395 shares 1,395 $90.7K 0.03% +986 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 331 shares; 2026Q1: 710 shares 710 $89.3K 0.03% +379 Timeline REET 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: restricted; 2024Q4: 3,433 shares; 2025Q1: 3,444 shares; 2025Q2: 3,460 shares; 2025Q3: 3,479 shares; 2025Q4: 3,512 shares; 2026Q1: 3,523 shares 3,523 $88.6K 0.03% +11 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: restricted; 2024Q4: 849 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 489 shares; 2025Q4: 534 shares; 2026Q1: 553 shares 553 $88.3K 0.03% +19 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,202 shares; 2025Q4: 1,345 shares; 2026Q1: 1,739 shares 1,739 $80.7K 0.03% +394 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $80.5K 0.03% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,325 shares; 2025Q4: 1,207 shares; 2026Q1: 1,532 shares 1,532 $79.5K 0.03% +325 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: restricted; 2024Q4: 88 shares; 2025Q1: 98 shares; 2025Q2: 85 shares; 2025Q3: 117 shares; 2025Q4: 98 shares; 2026Q1: 438 shares 438 $76.5K 0.03% +340 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: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $75.5K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 503 shares; 2026Q1: 665 shares 665 $75.3K 0.03% +162 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: restricted; 2024Q4: 6,374 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,458 shares; 2025Q4: 1,606 shares; 2026Q1: 1,704 shares 1,704 $75.2K 0.03% +98 Timeline AVSU 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: restricted; 2024Q4: not reported; 2025Q1: 981 shares; 2025Q2: 984 shares; 2025Q3: 1,006 shares; 2025Q4: 1,009 shares; 2026Q1: 1,011 shares 1,011 $74.8K 0.03% +2 Timeline PWZ 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: restricted; 2024Q4: 2,967 shares; 2025Q1: 2,992 shares; 2025Q2: 3,018 shares; 2025Q3: 3,044 shares; 2025Q4: 3,072 shares; 2026Q1: 3,101 shares 3,101 $74K 0.03% +29 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,153 shares; 2025Q2: 1,133 shares; 2025Q3: 736 shares; 2025Q4: 788 shares; 2026Q1: 799 shares 799 $73.7K 0.03% +11 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: restricted; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 294 shares; 2025Q4: 335 shares; 2026Q1: 370 shares 370 $73.7K 0.03% +35 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 575 shares 575 $73.6K 0.03% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464 shares; 2025Q1: 467 shares; 2025Q2: 469 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 478 shares 478 $72.3K 0.03% +3 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: restricted; 2024Q4: 500 shares; 2025Q1: 465 shares; 2025Q2: 360 shares; 2025Q3: 392 shares; 2025Q4: 297 shares; 2026Q1: 305 shares 305 $72.1K 0.03% +8 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: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 773 shares; 2025Q4: 1,117 shares; 2026Q1: 1,157 shares 1,157 $70.2K 0.03% +40 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 834 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $70K 0.03% 0 Timeline BOTZ 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: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares 2,105 $69.9K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $68.5K 0.02% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares 1,376 $68.2K 0.02% 0 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: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 115 shares 115 $67.7K 0.02% +2 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: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 56 shares; 2025Q4: 149 shares; 2026Q1: 155 shares 155 $67.3K 0.02% +6 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 127 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $66.8K 0.02% +1 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 1,216 shares 1,216 $66.8K 0.02% +1,179 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares 642 $66.6K 0.02% 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: restricted; 2024Q4: 951 shares; 2025Q1: 961 shares; 2025Q2: 971 shares; 2025Q3: 1,086 shares; 2025Q4: 1,427 shares; 2026Q1: 1,985 shares 1,985 $66.5K 0.02% +558 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,083 shares; 2025Q4: 733 shares; 2026Q1: 733 shares 733 $66.5K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 243 shares; 2025Q4: 206 shares; 2026Q1: 245 shares 245 $66.3K 0.02% +39 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 194 shares; 2025Q2: 214 shares; 2025Q3: 219 shares; 2025Q4: 215 shares; 2026Q1: 301 shares 301 $65.1K 0.02% +86 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $64.7K 0.02% 0 Timeline RAAX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 1,514 shares 1,514 $61.6K 0.02% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,060 shares; 2025Q4: 1,066 shares; 2026Q1: 1,072 shares 1,072 $61.3K 0.02% +6 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,205 shares 1,205 $61.2K 0.02% +8 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: restricted; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 461 shares; 2025Q4: 334 shares; 2026Q1: 228 shares 228 $60.8K 0.02% -106 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 656 shares; 2025Q4: 637 shares; 2026Q1: 639 shares 639 $60.2K 0.02% +2 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: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,500 shares; 2025Q2: 1,526 shares; 2025Q3: 1,552 shares; 2025Q4: 1,588 shares; 2026Q1: 1,606 shares 1,606 $59.2K 0.02% +18 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 1,831 shares 1,831 $58K 0.02% +1,357 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: restricted; 2024Q4: 39 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 65 shares 65 $56.8K 0.02% +2 Timeline EFAV 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: restricted; 2024Q4: 2,262 shares; 2025Q1: 1,591 shares; 2025Q2: 1,295 shares; 2025Q3: 1,340 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $56.1K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 772 shares; 2025Q1: 776 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 789 shares; 2026Q1: 793 shares 793 $55.6K 0.02% +4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 89 shares; 2026Q1: 92 shares 92 $55.6K 0.02% +3 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 136 shares 136 $55.5K 0.02% +3 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares 513 $55.4K 0.02% new Timeline DFAX 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: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,621 shares; 2025Q3: 1,623 shares; 2025Q4: 1,626 shares; 2026Q1: 1,627 shares 1,627 $55.3K 0.02% +1 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: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 155 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $54.8K 0.02% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $54.3K 0.02% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 1,223 shares 1,223 $54.3K 0.02% +896 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 207 shares; 2025Q2: 237 shares; 2025Q3: 258 shares; 2025Q4: 252 shares; 2026Q1: 311 shares 311 $53.9K 0.02% +59 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: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 82 shares; 2025Q3: 90 shares; 2025Q4: 63 shares; 2026Q1: 56 shares 56 $53.9K 0.02% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 2 shares; 2026Q1: 366 shares 366 $52.9K 0.02% +364 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares 3,624 $52.8K 0.02% new 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: restricted; 2024Q4: 102 shares; 2025Q1: 119 shares; 2025Q2: 138 shares; 2025Q3: 147 shares; 2025Q4: 157 shares; 2026Q1: 163 shares 163 $52.6K 0.02% +6 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $52.5K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960 shares 960 $52.4K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 553 shares; 2026Q1: 555 shares 555 $52K 0.02% +2 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 902 shares 902 $51.4K 0.02% +569 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 2 shares; 2026Q1: 339 shares 339 $50.7K 0.02% +337 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: restricted; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 501 shares; 2025Q4: 493 shares; 2026Q1: 557 shares 557 $50.7K 0.02% +64 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: restricted; 2024Q4: 74 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 138 shares; 2025Q4: 172 shares; 2026Q1: 178 shares 178 $50.5K 0.02% +6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 73 shares 73 $49.8K 0.02% +3 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: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 116 shares; 2025Q4: 284 shares; 2026Q1: 237 shares 237 $49.8K 0.02% -47 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 427 shares; 2026Q1: 451 shares 451 $49.6K 0.02% +24 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: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 250 shares; 2025Q4: 259 shares; 2026Q1: 255 shares 255 $48.3K 0.02% -4 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,703 shares; 2025Q1: 1,739 shares; 2025Q2: 1,778 shares; 2025Q3: 3,111 shares; 2025Q4: 3,181 shares; 2026Q1: 3,267 shares 3,267 $48.3K 0.02% +86 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 237 shares; 2025Q2: 238 shares; 2025Q3: 247 shares; 2025Q4: 242 shares; 2026Q1: 244 shares 244 $47.8K 0.02% +2 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares 614 $47.6K 0.02% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,944 shares; 2026Q1: 1,694 shares 1,694 $47K 0.02% -250 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: restricted; 2024Q4: 593 shares; 2025Q1: 596 shares; 2025Q2: 600 shares; 2025Q3: 1,004 shares; 2025Q4: 1,421 shares; 2026Q1: 1,624 shares 1,624 $46.6K 0.02% +203 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028 $46.3K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 296 shares; 2026Q1: 586 shares 586 $46.1K 0.02% +290 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: restricted; 2024Q4: 809 shares; 2025Q1: 646 shares; 2025Q2: 396 shares; 2025Q3: 443 shares; 2025Q4: 472 shares; 2026Q1: 515 shares 515 $46.1K 0.02% +43 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: 781 shares; 2025Q4: 784 shares; 2026Q1: 786 shares 786 $46K 0.02% +2 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: restricted; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 1,305 shares; 2025Q4: 2,021 shares; 2026Q1: 914 shares 914 $45.9K 0.02% -1,107 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334 shares; 2026Q1: 719 shares 719 $45.6K 0.02% +385 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: restricted; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 501 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $45.4K 0.02% 0 Timeline DFSB 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: restricted; 2024Q4: 789 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $45.4K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 626 shares 626 $44.7K 0.02% +515 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: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 188 shares; 2025Q4: 151 shares; 2026Q1: 114 shares 114 $44.5K 0.02% -37 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: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 147 shares; 2026Q1: 152 shares 152 $44.2K 0.02% +5 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 596 shares; 2025Q4: 669 shares; 2026Q1: 690 shares 690 $43.9K 0.02% +21 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 217 shares; 2025Q4: 221 shares; 2026Q1: 235 shares 235 $43.5K 0.02% +14 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 652 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $42.8K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 482 shares; 2025Q4: 484 shares; 2026Q1: 485 shares 485 $42.6K 0.02% +1 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: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 233 shares; 2025Q4: 264 shares; 2026Q1: 228 shares 228 $42.6K 0.02% -36 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 1,055 shares; 2026Q1: 1,101 shares 1,101 $42.3K 0.02% +46 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: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 147 shares; 2025Q4: 107 shares; 2026Q1: 99 shares 99 $42.1K 0.02% -8 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 112 shares; 2025Q4: 277 shares; 2026Q1: 271 shares 271 $41.6K 0.01% -6 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $40.7K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 95 shares; 2026Q1: 120 shares 120 $40.5K 0.01% +25 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $40.3K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 249 shares; 2026Q1: 308 shares 308 $40K 0.01% +59 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 249 shares; 2026Q1: 269 shares 269 $39.6K 0.01% +20 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: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 163 shares 163 $39.5K 0.01% +6 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $39.3K 0.01% 0 Timeline GQRE 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: restricted; 2024Q4: 640 shares; 2025Q1: 641 shares; 2025Q2: 644 shares; 2025Q3: 647 shares; 2025Q4: 656 shares; 2026Q1: 657 shares 657 $39.2K 0.01% +1 Timeline DFAW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 531 shares 531 $39.2K 0.01% +451 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: restricted; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 734 shares; 2025Q3: 772 shares; 2025Q4: 746 shares; 2026Q1: 735 shares 735 $38.8K 0.01% -11 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares; 2026Q1: 2,226 shares 2,226 $38.3K 0.01% -1,088 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,266 shares; 2025Q4: 450 shares; 2026Q1: 1,026 shares 1,026 $37.6K 0.01% +576 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 200 shares; 2026Q1: 204 shares 204 $37.4K 0.01% +4 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares 3,386 $37.2K 0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 2,177 shares; 2025Q2: 2,307 shares; 2025Q3: 1,692 shares; 2025Q4: 1,786 shares; 2026Q1: 1,868 shares 1,868 $37.1K 0.01% +82 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares 1,540 $36.6K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 166 shares 166 $36K 0.01% +125 Timeline AVSD 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: restricted; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 463 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 476 shares 476 $35K 0.01% +1 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $34.9K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 122 shares; 2025Q4: 202 shares; 2026Q1: 743 shares 743 $34.9K 0.01% +541 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: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 112 shares; 2025Q4: 122 shares; 2026Q1: 209 shares 209 $34.6K 0.01% +87 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,580 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $34.5K 0.01% 0 Timeline AVSE 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: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 499 shares; 2025Q3: 504 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $34.2K 0.01% 0 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: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 352 shares; 2025Q4: 630 shares; 2026Q1: 516 shares 516 $34.1K 0.01% -114 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 637 shares; 2025Q3: 645 shares; 2025Q4: 656 shares; 2026Q1: 660 shares 660 $33.6K 0.01% +4 Timeline ICF 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: restricted; 2024Q4: 521 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 529 shares; 2025Q4: 536 shares; 2026Q1: 537 shares 537 $33.2K 0.01% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 418 shares; 2025Q2: 423 shares; 2025Q3: 403 shares; 2025Q4: 409 shares; 2026Q1: 412 shares 412 $32.7K 0.01% +3 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: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 66 shares 66 $32.4K 0.01% -12 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $32.4K 0.01% 0 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: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $32.4K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 102 shares; 2026Q1: 166 shares 166 $32.2K 0.01% +64 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 652 shares; 2026Q1: 805 shares 805 $32.2K 0.01% +153 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: restricted; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 611 shares; 2026Q1: 675 shares 675 $31.3K 0.01% +64 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $31.1K 0.01% 0 Timeline FXR 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: restricted; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $30.9K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 145 shares; 2026Q1: 486 shares 486 $30.5K 0.01% +341 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: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 194 shares; 2025Q4: 207 shares; 2026Q1: 229 shares 229 $30.2K 0.01% +22 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $29.8K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $29.8K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 143 shares; 2026Q1: 139 shares 139 $29.7K 0.01% -4 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $29.6K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 386 shares 386 $29.4K 0.01% +73 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: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 235 shares; 2025Q4: 291 shares; 2026Q1: 369 shares 369 $29.4K 0.01% +78 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: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 92 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $29K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,282 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 982 shares; 2026Q1: 265 shares 265 $28.9K 0.01% -717 Timeline CATH 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: restricted; 2024Q4: 364 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 369 shares 369 $28.9K 0.01% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 61 shares; 2026Q1: 48 shares 48 $28.5K 0.01% -13 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 426 shares; 2025Q4: 382 shares; 2026Q1: 418 shares 418 $28.4K 0.01% +36 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 617 shares 617 $28.4K 0.01% +577 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 375 shares; 2025Q2: 376 shares; 2025Q3: 573 shares; 2025Q4: 363 shares; 2026Q1: 364 shares 364 $27.8K 0.01% +1 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: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 123 shares; 2025Q4: 118 shares; 2026Q1: 137 shares 137 $27.2K 0.01% +19 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: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 76 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $27.1K 0.01% 0 Timeline DFAR 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: restricted; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: 1,057 shares; 2025Q3: 1,064 shares; 2025Q4: 1,081 shares; 2026Q1: 1,083 shares 1,083 $25.6K 0.01% +2 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: restricted; 2024Q4: 501 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 158 shares; 2025Q4: 159 shares; 2026Q1: 184 shares 184 $25.6K 0.01% +25 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $25.6K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 63 shares; 2026Q1: 151 shares 151 $25.5K 0.01% +88 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $25.4K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares 275 $25.3K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares 158 $25.3K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 70 shares; 2026Q1: 1,510 shares 1,510 $25.2K 0.01% +1,440 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 85 shares; 2026Q1: 270 shares 270 $25.2K 0.01% +185 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 663 shares; 2025Q4: 664 shares; 2026Q1: 664 shares 664 $25.2K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 90 shares 90 $25K 0.01% +7 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 159 shares; 2026Q1: 171 shares 171 $24.7K 0.01% +12 Timeline PCEF 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: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares 1,311 $24.7K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares; 2026Q1: 773 shares 773 $24.5K 0.01% +8 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 370 shares; 2026Q1: 1,557 shares 1,557 $24.5K 0.01% +1,187 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 1,114 shares 1,114 $24.4K 0.01% +967 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 147 shares; 2026Q1: 157 shares 157 $24.4K 0.01% +10 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: restricted; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 558 shares; 2026Q1: 411 shares 411 $24.4K 0.01% -147 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 447 shares; 2026Q1: 929 shares 929 $24.4K 0.01% +482 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 125 shares; 2026Q1: 148 shares 148 $24.4K 0.01% +23 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: restricted; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 49 shares 49 $24.3K 0.01% +19 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158 shares; 2026Q1: 794 shares 794 $24.3K 0.01% +636 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 1,821 shares; 2026Q1: 2,092 shares 2,092 $24.1K 0.01% +271 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 1,823 shares; 2026Q1: 3,469 shares 3,469 $24.1K 0.01% +1,646 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 51 shares; 2026Q1: 616 shares 616 $24K 0.01% +565 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 106 shares 106 $23.8K 0.01% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $23.6K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $23.4K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $23.3K 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: restricted; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 509 shares; 2025Q4: 95 shares; 2026Q1: 103 shares 103 $23.3K 0.01% +8 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 32 shares; 2025Q4: 40 shares; 2026Q1: 41 shares 41 $23.1K 0.01% +1 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.6K 0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 141 shares; 2026Q1: 3,764 shares 3,764 $22.6K 0.01% +3,623 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 164 shares; 2026Q1: 610 shares 610 $22.6K 0.01% +446 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: restricted; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $22.4K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,417 shares; 2025Q1: 4,471 shares; 2025Q2: 4,472 shares; 2025Q3: 2,356 shares; 2025Q4: 2,436 shares; 2026Q1: 792 shares 792 $22.2K 0.01% -1,644 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,128 shares; 2025Q1: 693 shares; 2025Q2: 696 shares; 2025Q3: 698 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $22.1K 0.01% 0 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: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $22K 0.01% 0 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 208 shares; 2025Q4: 25 shares; 2026Q1: 62 shares 62 $21.9K 0.01% +37 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares 327 $21.3K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 128 shares; 2026Q1: 292 shares 292 $21.3K 0.01% +164 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 1,858 shares; 2026Q1: 1,912 shares 1,912 $21.2K 0.01% +54 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $21.1K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $21.1K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 282 shares; 2025Q2: 284 shares; 2025Q3: 286 shares; 2025Q4: 291 shares; 2026Q1: 443 shares 443 $21K 0.01% +152 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,360 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $20.3K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 252 shares 252 $20.3K 0.01% +195 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 795 shares 795 $20.3K 0.01% +165 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 330 shares; 2026Q1: 272 shares 272 $20.3K 0.01% -58 Timeline IAK 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: restricted; 2024Q4: 52 shares; 2025Q1: 104 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 158 shares 158 $20.2K 0.01% +3 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 106 shares 106 $20.1K 0.01% -107 Timeline IMCG 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: restricted; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 253 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $20K 0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: 249 shares 249 $19.9K 0.01% +43 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 100 shares 100 $19.8K 0.01% +72 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $19.8K 0.01% 0 Timeline DFSE 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: restricted; 2024Q4: 454 shares; 2025Q1: 455 shares; 2025Q2: 458 shares; 2025Q3: 462 shares; 2025Q4: 465 shares; 2026Q1: 466 shares 466 $19.7K 0.01% +1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 143 shares; 2025Q4: 149 shares; 2026Q1: 160 shares 160 $19.7K 0.01% +11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 159 shares; 2026Q1: 156 shares 156 $19.7K 0.01% -3 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: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 140 shares; 2025Q4: 148 shares; 2026Q1: 108 shares 108 $19.7K 0.01% -40 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 290 shares; 2026Q1: 748 shares 748 $19.7K 0.01% +458 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: restricted; 2024Q4: 126 shares; 2025Q1: 95 shares; 2025Q2: 74 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 30 shares 30 $19.6K 0.01% -32 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $19.5K 0.01% 0 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: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 53 shares; 2025Q4: 69 shares; 2026Q1: 80 shares 80 $19.4K 0.01% +11 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $19.3K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 112 shares 112 $19.3K 0.01% +74 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: 224 shares 224 $19.2K 0.01% -225 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216 $19K 0.01% new 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: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 23 shares; 2025Q4: 37 shares; 2026Q1: 55 shares 55 $19K 0.01% +18 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 80 shares; 2026Q1: 116 shares 116 $18.8K 0.01% +36 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: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $18.7K 0.01% 0 Timeline XNTK 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: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $18.7K 0.01% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 406 shares 406 $18.6K 0.01% -696 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 24 shares; 2026Q1: 16 shares 16 $18.5K 0.01% -8 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: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 50 shares; 2025Q4: 48 shares; 2026Q1: 52 shares 52 $18.5K 0.01% +4 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 37 shares; 2026Q1: 818 shares 818 $18.5K 0.01% +781 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: restricted; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,102 shares; 2025Q3: 1,136 shares; 2025Q4: 126 shares; 2026Q1: 156 shares 156 $18.4K 0.01% +30 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 221 shares; 2026Q1: 280 shares 280 $18.3K 0.01% +59 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,157 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 758 shares; 2026Q1: 666 shares 666 $18.2K 0.01% -92 Timeline DSI 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $18.2K 0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 117 shares; 2026Q1: 184 shares 184 $18.1K 0.01% +67 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: restricted; 2024Q4: 470 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 200 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $18K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 281 shares; 2026Q1: 199 shares 199 $18K 0.01% -82 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: restricted; 2024Q4: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 316 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $17.9K 0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 61 shares 61 $17.9K 0.01% +1 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 724 shares; 2026Q1: 933 shares 933 $17.6K 0.01% +209 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares; 2026Q1: 596 shares 596 $17.5K 0.01% +49 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 6 shares; 2026Q1: 32 shares 32 $17.2K 0.01% +26 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: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 92 shares; 2026Q1: 95 shares 95 $17.2K 0.01% +3 Timeline QCLN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares 368 $17.1K 0.01% new Timeline ESML 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: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $16.9K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 5 shares 5 $16.9K 0.01% -2 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: restricted; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 375 shares; 2025Q3: 535 shares; 2025Q4: 532 shares; 2026Q1: 614 shares 614 $16.9K 0.01% +82 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: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 453 shares; 2025Q4: 419 shares; 2026Q1: 373 shares 373 $16.8K 0.01% -46 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: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 84 shares; 2025Q4: 119 shares; 2026Q1: 133 shares 133 $16.8K 0.01% +14 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 68 shares; 2026Q1: 73 shares 73 $16.8K 0.01% +5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 146 shares 146 $16.8K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 281 shares; 2026Q1: 2,539 shares 2,539 $16.7K 0.01% +2,258 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 116 shares 116 $16.6K 0.01% +10 Timeline DGS 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: restricted; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 304 shares; 2026Q1: 275 shares 275 $16.5K 0.01% -29 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $16.5K 0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 303 shares 303 $16.4K 0.01% +61 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 102 shares; 2026Q1: 132 shares 132 $16.2K 0.01% +30 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $16.2K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 700 shares; 2026Q1: 223 shares 223 $16.1K 0.01% -477 Timeline VLU 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: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $16.1K 0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 361 shares 361 $16.1K 0.01% +37 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 720 shares; 2026Q1: 699 shares 699 $15.9K 0.01% -21 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 147 shares 147 $15.7K 0.01% +140 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 41 shares; 2026Q1: 34 shares 34 $15.7K 0.01% -7 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $15.5K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 76 shares 76 $15.5K 0.01% +39 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 51 shares; 2026Q1: 187 shares 187 $15.4K 0.01% +136 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares 199 $15.3K 0.01% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 235 shares 235 $15.3K 0.01% -75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 96 shares 96 $15.1K 0.01% +69 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 100 shares; 2026Q1: 138 shares 138 $14.9K 0.01% +38 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $14.9K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 11 shares; 2026Q1: 73 shares 73 $14.8K 0.01% +62 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 834 shares; 2025Q1: 995 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 672 shares 672 $14.7K 0.01% -495 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 47 shares; 2026Q1: 41 shares 41 $14.6K 0.01% -6 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 98 shares; 2025Q4: 115 shares; 2026Q1: 303 shares 303 $14.4K 0.01% +188 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: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 146 shares 146 $14.4K 0.01% +37 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $14.3K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 33 shares 33 $14.3K 0.01% +3 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 536 shares; 2026Q1: 625 shares 625 $14.2K 0.01% +89 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 157 shares 157 $14.2K 0.01% -44 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304 shares; 2026Q1: 295 shares 295 $14.1K 0.01% -9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 108 shares; 2026Q1: 118 shares 118 $14K 0.01% +10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 126 shares; 2026Q1: 108 shares 108 $13.9K <0.01% -18 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 36 shares; 2025Q4: 69 shares; 2026Q1: 47 shares 47 $13.9K <0.01% -22 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 49 shares 49 $13.7K <0.01% +44 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 40 shares 40 $13.7K <0.01% +10 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 479 shares 479 $13.5K <0.01% +314 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $13.5K <0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 482 shares 482 $13.5K <0.01% +465 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 49 shares 49 $13.3K <0.01% +23 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 531 shares 531 $13.2K <0.01% +343 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 168 shares; 2026Q1: 182 shares 182 $13.2K <0.01% +14 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 69 shares; 2026Q1: 906 shares 906 $13.2K <0.01% +837 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 254 shares 254 $13.1K <0.01% +145 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $13K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 24 shares 24 $12.9K <0.01% +4 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,627 shares 1,627 $12.8K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares 52 $12.7K <0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 42 shares; 2026Q1: 41 shares 41 $12.4K <0.01% -1 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306 shares 306 $12.4K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 157 shares 157 $12.3K <0.01% +151 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 28 shares; 2026Q1: 80 shares 80 $12.2K <0.01% +52 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 231 shares; 2026Q1: 424 shares 424 $12.1K <0.01% +193 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: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 26 shares; 2025Q4: 79 shares; 2026Q1: 77 shares 77 $12.1K <0.01% -2 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: restricted; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 26 shares; 2026Q1: 27 shares 27 $12.1K <0.01% +1 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 21 shares; 2025Q3: 72 shares; 2025Q4: 79 shares; 2026Q1: 92 shares 92 $12.1K <0.01% +13 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 122 shares; 2026Q1: 138 shares 138 $12K <0.01% +16 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 52 shares; 2026Q1: 102 shares 102 $11.9K <0.01% +50 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 17 shares; 2026Q1: 129 shares 129 $11.9K <0.01% +112 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares 116 $11.9K <0.01% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 102 shares; 2026Q1: 222 shares 222 $11.8K <0.01% +120 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 312 shares 312 $11.8K <0.01% -331 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453 shares 453 $11.7K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 65 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $11.7K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 16 shares 16 $11.6K <0.01% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $11.6K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 259 shares; 2026Q1: 142 shares 142 $11.6K <0.01% -117 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 90 shares 90 $11.5K <0.01% +57 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $11.5K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 23 shares; 2026Q1: 35 shares 35 $11.5K <0.01% +12 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: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 296 shares; 2025Q4: 351 shares; 2026Q1: 140 shares 140 $11.4K <0.01% -211 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 126 shares 126 $11.4K <0.01% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 46 shares 46 $11.4K <0.01% +6 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 746 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $11.3K <0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $11.2K <0.01% new Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 528 shares 528 $11.2K <0.01% +461 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: restricted; 2024Q4: 70 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $11.1K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 38 shares; 2025Q4: 33 shares; 2026Q1: 48 shares 48 $11K <0.01% +15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 144 shares 144 $11K <0.01% +19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 16 shares 16 $10.9K <0.01% -1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 23 shares; 2026Q1: 26 shares 26 $10.8K <0.01% +3 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $10.7K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,212 shares; 2026Q1: 856 shares 856 $10.7K <0.01% -1,356 Timeline