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: 34,618 shares; 2024Q4: 33,594 shares; 2025Q1: 32,878 shares; 2025Q2: 25,948 shares; 2025Q3: 25,954 shares; 2025Q4: 25,983 shares; 2026Q1: 26,028 shares 26,028 $17M 4.61% +45 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: 108,096 shares; 2024Q4: 102,833 shares; 2025Q1: 90,925 shares; 2025Q2: 95,983 shares; 2025Q3: 90,165 shares; 2025Q4: 90,522 shares; 2026Q1: 87,826 shares 87,826 $15.3M 4.15% -2,696 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: 87,547 shares; 2024Q4: 81,837 shares; 2025Q1: 71,623 shares; 2025Q2: 53,644 shares; 2025Q3: 54,671 shares; 2025Q4: 54,704 shares; 2026Q1: 53,844 shares 53,844 $13.7M 3.71% -860 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,224 shares; 2024Q4: 80,509 shares; 2025Q1: 80,397 shares; 2025Q2: 75,803 shares; 2025Q3: 73,592 shares; 2025Q4: 75,089 shares; 2026Q1: 75,998 shares 75,998 $11.3M 3.05% +909 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: 172,352 shares; 2024Q4: 160,855 shares; 2025Q1: 159,058 shares; 2025Q2: 157,964 shares; 2025Q3: 166,206 shares; 2025Q4: 170,776 shares; 2026Q1: 172,480 shares 172,480 $10.1M 2.74% +1,704 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,700 shares; 2024Q4: 98,121 shares; 2025Q1: 98,606 shares; 2025Q2: 97,018 shares; 2025Q3: 85,421 shares; 2025Q4: 85,749 shares; 2026Q1: 87,925 shares 87,925 $9.95M 2.7% +2,176 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: 21,767 shares; 2024Q4: 20,824 shares; 2025Q1: 27,444 shares; 2025Q2: 23,299 shares; 2025Q3: 24,948 shares; 2025Q4: 25,802 shares; 2026Q1: 30,699 shares 30,699 $8.83M 2.39% +4,897 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares; 2025Q3: not reported; 2025Q4: 3,268 shares; 2026Q1: 127,132 shares 127,132 $8.15M 2.21% +123,864 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: 20,879 shares; 2024Q4: 20,398 shares; 2025Q1: 20,795 shares; 2025Q2: 15,769 shares; 2025Q3: 15,826 shares; 2025Q4: 15,785 shares; 2026Q1: 21,753 shares 21,753 $8.05M 2.18% +5,968 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: 14,329 shares; 2024Q4: 13,506 shares; 2025Q1: 14,275 shares; 2025Q2: 14,637 shares; 2025Q3: 14,820 shares; 2025Q4: 15,173 shares; 2026Q1: 13,993 shares 13,993 $7.68M 2.08% -1,180 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: 114,576 shares; 2024Q4: 104,899 shares; 2025Q1: 107,007 shares; 2025Q2: 107,083 shares; 2025Q3: 108,688 shares; 2025Q4: 109,971 shares; 2026Q1: 110,854 shares 110,854 $7.49M 2.03% +883 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,780 shares; 2025Q3: 87,751 shares; 2025Q4: 88,661 shares; 2026Q1: 88,887 shares 88,887 $6.76M 1.83% +226 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: 18,266 shares; 2024Q4: 18,205 shares; 2025Q1: 17,781 shares; 2025Q2: 16,381 shares; 2025Q3: 15,626 shares; 2025Q4: 15,596 shares; 2026Q1: 15,556 shares 15,556 $6.63M 1.8% -40 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 47,746 shares; 2025Q2: 48,625 shares; 2025Q3: 115,009 shares; 2025Q4: 126,586 shares; 2026Q1: 133,658 shares 133,658 $6.16M 1.67% +7,072 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: 26,762 shares; 2024Q4: 24,984 shares; 2025Q1: 23,461 shares; 2025Q2: 20,946 shares; 2025Q3: 20,097 shares; 2025Q4: 20,658 shares; 2026Q1: 20,813 shares 20,813 $6.12M 1.66% +155 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,396 shares; 2024Q4: 72,539 shares; 2025Q1: 76,232 shares; 2025Q2: 76,898 shares; 2025Q3: 84,480 shares; 2025Q4: 87,670 shares; 2026Q1: 87,959 shares 87,959 $5.5M 1.49% +289 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: 21,862 shares; 2024Q4: 20,435 shares; 2025Q1: 21,461 shares; 2025Q2: 19,011 shares; 2025Q3: 24,490 shares; 2025Q4: 25,075 shares; 2026Q1: 26,418 shares 26,418 $5.5M 1.49% +1,343 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: 20,514 shares; 2024Q4: 20,163 shares; 2025Q1: 41,114 shares; 2025Q2: 53,401 shares; 2025Q3: 58,585 shares; 2025Q4: 57,872 shares; 2026Q1: 58,056 shares 58,056 $4.42M 1.2% +184 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: 5,320 shares; 2024Q4: 4,845 shares; 2025Q1: 4,729 shares; 2025Q2: 4,932 shares; 2025Q3: 5,423 shares; 2025Q4: 5,399 shares; 2026Q1: 4,792 shares 4,792 $4.41M 1.2% -607 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: 26,298 shares; 2024Q4: 25,224 shares; 2025Q1: 22,229 shares; 2025Q2: 16,657 shares; 2025Q3: 15,950 shares; 2025Q4: 32,071 shares; 2026Q1: 32,334 shares 32,334 $4.3M 1.17% +263 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,894 shares; 2024Q4: 62,786 shares; 2025Q1: 64,303 shares; 2025Q2: 64,567 shares; 2025Q3: 60,107 shares; 2025Q4: 60,147 shares; 2026Q1: 60,246 shares 60,246 $4.2M 1.14% +99 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: 16,477 shares; 2024Q4: 15,892 shares; 2025Q1: 12,471 shares; 2025Q2: 12,578 shares; 2025Q3: 12,706 shares; 2025Q4: 11,922 shares; 2026Q1: 12,320 shares 12,320 $3.81M 1.03% +398 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: 564 shares; 2024Q4: 566 shares; 2025Q1: 3,921 shares; 2025Q2: 4,661 shares; 2025Q3: 6,175 shares; 2025Q4: 6,142 shares; 2026Q1: 4,698 shares 4,698 $3.33M 0.9% -1,444 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: 10,354 shares; 2024Q4: 9,628 shares; 2025Q1: 9,971 shares; 2025Q2: 8,629 shares; 2025Q3: 8,944 shares; 2025Q4: 8,064 shares; 2026Q1: 7,718 shares 7,718 $3.32M 0.9% -346 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: 10,418 shares; 2024Q4: 9,745 shares; 2025Q1: 9,788 shares; 2025Q2: 10,014 shares; 2025Q3: 10,426 shares; 2025Q4: 10,958 shares; 2026Q1: 9,456 shares 9,456 $3.2M 0.87% -1,502 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: 11,281 shares; 2024Q4: 11,131 shares; 2025Q1: 12,628 shares; 2025Q2: 12,428 shares; 2025Q3: 13,192 shares; 2025Q4: 13,658 shares; 2026Q1: 14,900 shares 14,900 $3.08M 0.84% +1,242 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: 18,827 shares; 2024Q4: 18,855 shares; 2025Q1: 18,842 shares; 2025Q2: 15,059 shares; 2025Q3: 14,393 shares; 2025Q4: 14,412 shares; 2026Q1: 14,427 shares 14,427 $3.08M 0.84% +15 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: 6,850 shares; 2024Q4: 12,730 shares; 2025Q1: 13,765 shares; 2025Q2: 14,264 shares; 2025Q3: 15,060 shares; 2025Q4: 15,581 shares; 2026Q1: 19,065 shares 19,065 $3.06M 0.83% +3,484 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: 4,855 shares; 2024Q4: 4,834 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 5,149 shares; 2025Q4: 5,224 shares; 2026Q1: 5,364 shares 5,364 $3.02M 0.82% +140 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: 6,841 shares; 2024Q4: 6,538 shares; 2025Q1: 6,458 shares; 2025Q2: 6,439 shares; 2025Q3: 6,421 shares; 2025Q4: 6,293 shares; 2026Q1: 6,200 shares 6,200 $2.97M 0.81% -93 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 11,350 shares; 2025Q1: 12,507 shares; 2025Q2: 10,390 shares; 2025Q3: 10,290 shares; 2025Q4: 11,157 shares; 2026Q1: 7,475 shares 7,475 $2.93M 0.79% -3,682 Timeline CIBR 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: 97,781 shares; 2024Q4: 90,995 shares; 2025Q1: 69,852 shares; 2025Q2: 49,215 shares; 2025Q3: 44,130 shares; 2025Q4: 44,300 shares; 2026Q1: 46,342 shares 46,342 $2.9M 0.79% +2,042 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,750 shares; 2025Q1: 13,278 shares; 2025Q2: 12,450 shares; 2025Q3: 13,360 shares; 2025Q4: 13,854 shares; 2026Q1: 23,107 shares 23,107 $2.87M 0.78% +9,253 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: 6,258 shares; 2024Q4: 6,123 shares; 2025Q1: 6,953 shares; 2025Q2: 7,318 shares; 2025Q3: 7,792 shares; 2025Q4: 8,084 shares; 2026Q1: 8,146 shares 8,146 $2.78M 0.76% +62 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: 25,574 shares; 2024Q4: 24,292 shares; 2025Q1: 25,778 shares; 2025Q2: 26,187 shares; 2025Q3: 26,971 shares; 2025Q4: 28,289 shares; 2026Q1: 28,762 shares 28,762 $2.7M 0.73% +473 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: 26,097 shares; 2024Q4: 25,669 shares; 2025Q1: 25,968 shares; 2025Q2: 26,150 shares; 2025Q3: 26,223 shares; 2025Q4: 26,559 shares; 2026Q1: 42,517 shares 42,517 $2.7M 0.73% +15,958 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: 6,700 shares; 2024Q4: 6,248 shares; 2025Q1: 7,243 shares; 2025Q2: 7,456 shares; 2025Q3: 8,141 shares; 2025Q4: 8,483 shares; 2026Q1: 8,676 shares 8,676 $2.62M 0.71% +193 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,415 shares; 2025Q2: 2,395 shares; 2025Q3: 2,460 shares; 2025Q4: 2,521 shares; 2026Q1: 2,709 shares 2,709 $2.61M 0.71% +188 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: 4,505 shares; 2024Q4: 4,392 shares; 2025Q1: 4,465 shares; 2025Q2: 4,663 shares; 2025Q3: 4,006 shares; 2025Q4: 4,266 shares; 2026Q1: 4,450 shares 4,450 $2.55M 0.69% +184 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: 3,670 shares; 2024Q4: 3,573 shares; 2025Q1: 3,774 shares; 2025Q2: 3,800 shares; 2025Q3: 3,862 shares; 2025Q4: 4,021 shares; 2026Q1: 4,082 shares 4,082 $2.47M 0.67% +61 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,521 shares; 2024Q4: 30,054 shares; 2025Q1: 30,732 shares; 2025Q2: 30,506 shares; 2025Q3: 28,861 shares; 2025Q4: 28,614 shares; 2026Q1: 28,317 shares 28,317 $2.45M 0.66% -297 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,184 shares; 2024Q4: 21,670 shares; 2025Q1: 21,929 shares; 2025Q2: 22,324 shares; 2025Q3: 22,989 shares; 2025Q4: 46,931 shares; 2026Q1: 39,188 shares 39,188 $2.4M 0.65% -7,743 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: 6,938 shares; 2024Q4: 6,733 shares; 2025Q1: 6,857 shares; 2025Q2: 7,117 shares; 2025Q3: 7,607 shares; 2025Q4: 8,242 shares; 2026Q1: 20,484 shares 20,484 $2.36M 0.64% +12,242 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: 7,154 shares; 2024Q4: 6,814 shares; 2025Q1: 6,948 shares; 2025Q2: 6,782 shares; 2025Q3: 7,117 shares; 2025Q4: 7,369 shares; 2026Q1: 7,553 shares 7,553 $2.35M 0.64% +184 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: 22,300 shares; 2024Q4: 22,108 shares; 2025Q1: 18,777 shares; 2025Q2: 16,289 shares; 2025Q3: 15,684 shares; 2025Q4: 15,841 shares; 2026Q1: 15,818 shares 15,818 $2.32M 0.63% -23 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 29,320 shares; 2025Q1: 29,109 shares; 2025Q2: 28,702 shares; 2025Q3: 30,705 shares; 2025Q4: 31,980 shares; 2026Q1: 27,807 shares 27,807 $2.3M 0.62% -4,173 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: 5,460 shares; 2024Q4: 5,332 shares; 2025Q1: 5,736 shares; 2025Q2: 5,606 shares; 2025Q3: 6,201 shares; 2025Q4: 6,145 shares; 2026Q1: 6,503 shares 6,503 $2.29M 0.62% +358 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: 8,500 shares; 2024Q4: 8,134 shares; 2025Q1: 8,709 shares; 2025Q2: 9,205 shares; 2025Q3: 10,000 shares; 2025Q4: 10,049 shares; 2026Q1: 10,108 shares 10,108 $2.28M 0.62% +59 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,320 shares; 2025Q1: 2,520 shares; 2025Q2: 2,680 shares; 2025Q3: 2,688 shares; 2025Q4: 2,863 shares; 2026Q1: 2,972 shares 2,972 $2.17M 0.59% +109 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: 2,475 shares; 2024Q4: 2,377 shares; 2025Q1: 2,100 shares; 2025Q2: 1,868 shares; 2025Q3: 1,923 shares; 2025Q4: 20,168 shares; 2026Q1: 21,255 shares 21,255 $2.04M 0.55% +1,087 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: 12,736 shares; 2024Q4: 12,386 shares; 2025Q1: 13,202 shares; 2025Q2: 13,295 shares; 2025Q3: 14,099 shares; 2025Q4: 14,252 shares; 2026Q1: 14,840 shares 14,840 $1.96M 0.53% +588 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,543 shares; 2025Q1: 15,310 shares; 2025Q2: 15,994 shares; 2025Q3: 14,356 shares; 2025Q4: 14,923 shares; 2026Q1: 15,455 shares 15,455 $1.9M 0.51% +532 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: 4,715 shares; 2024Q4: 4,757 shares; 2025Q1: 5,282 shares; 2025Q2: 5,535 shares; 2025Q3: 5,786 shares; 2025Q4: 5,926 shares; 2026Q1: 5,887 shares 5,887 $1.87M 0.51% -39 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,430 shares; 2024Q4: 20,162 shares; 2025Q1: 19,525 shares; 2025Q2: 19,192 shares; 2025Q3: 16,109 shares; 2025Q4: 16,312 shares; 2026Q1: 16,632 shares 16,632 $1.84M 0.5% +320 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: 8,446 shares; 2024Q4: 7,664 shares; 2025Q1: 7,057 shares; 2025Q2: 7,072 shares; 2025Q3: 7,177 shares; 2025Q4: 7,275 shares; 2026Q1: 7,466 shares 7,466 $1.82M 0.49% +191 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: 45,463 shares; 2024Q4: 43,670 shares; 2025Q1: 40,922 shares; 2025Q2: 41,175 shares; 2025Q3: 39,891 shares; 2025Q4: 35,651 shares; 2026Q1: 35,884 shares 35,884 $1.8M 0.49% +233 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: 6,384 shares; 2024Q4: 6,361 shares; 2025Q1: 6,632 shares; 2025Q2: 6,722 shares; 2025Q3: 7,021 shares; 2025Q4: 6,930 shares; 2026Q1: 7,058 shares 7,058 $1.71M 0.46% +128 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: 7,831 shares; 2024Q4: 7,623 shares; 2025Q1: 8,007 shares; 2025Q2: 6,769 shares; 2025Q3: 7,020 shares; 2025Q4: 7,161 shares; 2026Q1: 7,231 shares 7,231 $1.71M 0.46% +70 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: 7,686 shares; 2024Q4: 6,870 shares; 2025Q1: 6,886 shares; 2025Q2: 5,640 shares; 2025Q3: 5,736 shares; 2025Q4: 5,830 shares; 2026Q1: 34,960 shares 34,960 $1.7M 0.46% +29,130 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: 29,926 shares; 2024Q4: 29,780 shares; 2025Q1: 29,780 shares; 2025Q2: 26,780 shares; 2025Q3: 26,780 shares; 2025Q4: 26,835 shares; 2026Q1: 23,135 shares 23,135 $1.68M 0.45% -3,700 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: 2,301 shares; 2024Q4: 1,982 shares; 2025Q1: 1,997 shares; 2025Q2: 1,611 shares; 2025Q3: 1,664 shares; 2025Q4: 1,685 shares; 2026Q1: 1,627 shares 1,627 $1.62M 0.44% -58 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 20,679 shares; 2025Q1: 23,395 shares; 2025Q2: 24,824 shares; 2025Q3: 30,216 shares; 2025Q4: 31,252 shares; 2026Q1: 31,286 shares 31,286 $1.61M 0.44% +34 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 2,295 shares; 2025Q1: 2,252 shares; 2025Q2: 2,290 shares; 2025Q3: 2,412 shares; 2025Q4: 2,470 shares; 2026Q1: 1,780 shares 1,780 $1.54M 0.42% -690 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: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,537 shares; 2025Q2: 1,475 shares; 2025Q3: 1,454 shares; 2025Q4: 1,459 shares; 2026Q1: 1,045 shares 1,045 $1.54M 0.42% -414 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,129 shares; 2024Q4: 16,947 shares; 2025Q1: 17,311 shares; 2025Q2: 15,920 shares; 2025Q3: 16,273 shares; 2025Q4: 15,652 shares; 2026Q1: 15,795 shares 15,795 $1.52M 0.41% +143 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: 3,795 shares; 2024Q4: 3,749 shares; 2025Q1: 4,098 shares; 2025Q2: 4,272 shares; 2025Q3: 5,103 shares; 2025Q4: 5,380 shares; 2026Q1: 5,412 shares 5,412 $1.44M 0.39% +32 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: 7,359 shares; 2024Q4: 7,077 shares; 2025Q1: 7,681 shares; 2025Q2: 7,703 shares; 2025Q3: 7,883 shares; 2025Q4: 7,807 shares; 2026Q1: 9,749 shares 9,749 $1.41M 0.38% +1,942 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 13,934 shares; 2025Q1: 14,132 shares; 2025Q2: 6,913 shares; 2025Q3: 6,260 shares; 2025Q4: 6,463 shares; 2026Q1: 6,422 shares 6,422 $1.34M 0.36% -41 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: 2,788 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 7,539 shares; 2025Q3: 8,076 shares; 2025Q4: 8,080 shares; 2026Q1: 8,270 shares 8,270 $1.32M 0.36% +190 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: 2,515 shares; 2024Q4: 2,500 shares; 2025Q1: 2,705 shares; 2025Q2: 2,261 shares; 2025Q3: 1,952 shares; 2025Q4: 1,956 shares; 2026Q1: 1,985 shares 1,985 $1.29M 0.35% +29 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 5,283 shares; 2025Q1: 5,132 shares; 2025Q2: 3,893 shares; 2025Q3: 3,907 shares; 2025Q4: 3,917 shares; 2026Q1: 3,924 shares 3,924 $1.29M 0.35% +7 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,399 shares; 2025Q1: 2,439 shares; 2025Q2: 2,506 shares; 2025Q3: 2,693 shares; 2025Q4: 2,714 shares; 2026Q1: 2,800 shares 2,800 $1.24M 0.34% +86 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: 9,239 shares; 2024Q4: 9,076 shares; 2025Q1: 9,824 shares; 2025Q2: 9,965 shares; 2025Q3: 10,766 shares; 2025Q4: 10,264 shares; 2026Q1: 9,653 shares 9,653 $1.24M 0.34% -611 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,406 shares; 2025Q1: 12,686 shares; 2025Q2: 12,711 shares; 2025Q3: 12,804 shares; 2025Q4: 12,959 shares; 2026Q1: 13,239 shares 13,239 $1.23M 0.33% +280 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: 2,730 shares; 2024Q4: 2,362 shares; 2025Q1: 2,469 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,503 shares; 2026Q1: 2,460 shares 2,460 $1.23M 0.33% -43 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: 11,051 shares; 2024Q4: 9,905 shares; 2025Q1: 10,110 shares; 2025Q2: 11,054 shares; 2025Q3: 11,952 shares; 2025Q4: 12,049 shares; 2026Q1: 12,331 shares 12,331 $1.22M 0.33% +282 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: 16,299 shares; 2024Q4: 15,650 shares; 2025Q1: 16,224 shares; 2025Q2: 17,038 shares; 2025Q3: 17,532 shares; 2025Q4: 17,977 shares; 2026Q1: 19,422 shares 19,422 $1.22M 0.33% +1,445 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: 10,220 shares; 2024Q4: 9,968 shares; 2025Q1: 8,930 shares; 2025Q2: 5,987 shares; 2025Q3: 6,172 shares; 2025Q4: 6,284 shares; 2026Q1: 6,095 shares 6,095 $1.21M 0.33% -189 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,006 shares 8,006 $1.21M 0.33% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,412 shares; 2024Q4: 44,830 shares; 2025Q1: 46,831 shares; 2025Q2: 45,532 shares; 2025Q3: 45,849 shares; 2025Q4: 45,175 shares; 2026Q1: 35,454 shares 35,454 $1.21M 0.33% -9,721 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,588 shares; 2024Q4: 26,202 shares; 2025Q1: 24,157 shares; 2025Q2: 17,750 shares; 2025Q3: 33,186 shares; 2025Q4: 33,471 shares; 2026Q1: 16,591 shares 16,591 $1.19M 0.32% -16,880 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 6,261 shares; 2025Q1: 6,566 shares; 2025Q2: 6,609 shares; 2025Q3: 6,642 shares; 2025Q4: 7,005 shares; 2026Q1: 7,237 shares 7,237 $1.17M 0.32% +232 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,883 shares; 2024Q4: 22,283 shares; 2025Q1: 22,568 shares; 2025Q2: 19,458 shares; 2025Q3: 16,894 shares; 2025Q4: 17,227 shares; 2026Q1: 17,176 shares 17,176 $1.17M 0.32% -51 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: 2,998 shares; 2024Q4: 2,954 shares; 2025Q1: 3,178 shares; 2025Q2: 3,262 shares; 2025Q3: 3,448 shares; 2025Q4: 3,547 shares; 2026Q1: 3,560 shares 3,560 $1.17M 0.32% +13 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: 26,109 shares; 2024Q4: 24,840 shares; 2025Q1: 6,789 shares; 2025Q2: 6,307 shares; 2025Q3: 6,240 shares; 2025Q4: 6,164 shares; 2026Q1: 6,052 shares 6,052 $1.17M 0.32% -112 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: 11,271 shares; 2024Q4: 8,302 shares; 2025Q1: 8,150 shares; 2025Q2: 6,777 shares; 2025Q3: 6,720 shares; 2025Q4: 6,737 shares; 2026Q1: 6,753 shares 6,753 $1.15M 0.31% +16 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,620 shares; 2025Q1: 3,850 shares; 2025Q2: 3,893 shares; 2025Q3: 4,166 shares; 2025Q4: 4,246 shares; 2026Q1: 4,361 shares 4,361 $1.14M 0.31% +115 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: 4,699 shares; 2024Q4: 4,421 shares; 2025Q1: 4,374 shares; 2025Q2: 4,767 shares; 2025Q3: 5,130 shares; 2025Q4: 5,184 shares; 2026Q1: 5,383 shares 5,383 $1.13M 0.31% +199 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,208 shares; 2024Q4: 25,208 shares; 2025Q1: 25,208 shares; 2025Q2: 25,208 shares; 2025Q3: 25,208 shares; 2025Q4: 25,208 shares; 2026Q1: 25,208 shares 25,208 $1.12M 0.31% 0 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: 4,219 shares; 2024Q4: 4,184 shares; 2025Q1: 4,498 shares; 2025Q2: 4,602 shares; 2025Q3: 4,885 shares; 2025Q4: 5,076 shares; 2026Q1: 5,118 shares 5,118 $1.11M 0.3% +42 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: 16,177 shares; 2024Q4: 15,374 shares; 2025Q1: 6,381 shares; 2025Q2: 5,867 shares; 2025Q3: 5,382 shares; 2025Q4: 4,546 shares; 2026Q1: 7,093 shares 7,093 $1.1M 0.3% +2,547 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 11,790 shares; 2025Q1: 12,096 shares; 2025Q2: 12,201 shares; 2025Q3: 12,438 shares; 2025Q4: 12,984 shares; 2026Q1: 13,445 shares 13,445 $1.09M 0.3% +461 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,514 shares 5,514 $1.09M 0.29% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 5,086 shares; 2025Q1: 5,347 shares; 2025Q2: 5,452 shares; 2025Q3: 5,885 shares; 2025Q4: 5,818 shares; 2026Q1: 5,946 shares 5,946 $1.08M 0.29% +128 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: 10,539 shares; 2024Q4: 10,549 shares; 2025Q1: 10,455 shares; 2025Q2: 10,606 shares; 2025Q3: 11,150 shares; 2025Q4: 11,315 shares; 2026Q1: 10,520 shares 10,520 $1.08M 0.29% -795 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: 4,042 shares; 2024Q4: 4,048 shares; 2025Q1: 3,284 shares; 2025Q2: 2,981 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,365 shares 3,365 $1.08M 0.29% +95 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,189 shares; 2024Q4: 24,214 shares; 2025Q1: 21,050 shares; 2025Q2: 21,006 shares; 2025Q3: 21,263 shares; 2025Q4: 21,600 shares; 2026Q1: 21,765 shares 21,765 $1.06M 0.29% +165 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,584 shares; 2025Q1: 1,696 shares; 2025Q2: 1,778 shares; 2025Q3: 1,883 shares; 2025Q4: 9,650 shares; 2026Q1: 9,999 shares 9,999 $1.05M 0.28% +349 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 2,030 shares; 2025Q2: 2,159 shares; 2025Q3: 2,470 shares; 2025Q4: 2,523 shares; 2026Q1: 2,450 shares 2,450 $1.04M 0.28% -73 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,824 shares; 2025Q2: 28,639 shares; 2025Q3: 29,581 shares; 2025Q4: 26,098 shares; 2026Q1: 26,516 shares 26,516 $1.03M 0.28% +418 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 5,245 shares; 2025Q3: 5,832 shares; 2025Q4: 6,186 shares; 2026Q1: 6,916 shares 6,916 $1.02M 0.28% +730 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 5,699 shares; 2025Q1: 5,551 shares; 2025Q2: 5,353 shares; 2025Q3: 4,592 shares; 2025Q4: 4,599 shares; 2026Q1: 4,640 shares 4,640 $1.02M 0.28% +41 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: 13,307 shares; 2024Q4: 12,793 shares; 2025Q1: 11,099 shares; 2025Q2: 6,945 shares; 2025Q3: 6,963 shares; 2025Q4: 6,998 shares; 2026Q1: 7,034 shares 7,034 $1M 0.27% +36 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,042 shares; 2024Q4: 71,422 shares; 2025Q1: 65,853 shares; 2025Q2: 63,527 shares; 2025Q3: 18,178 shares; 2025Q4: 17,438 shares; 2026Q1: 19,361 shares 19,361 $967K 0.26% +1,923 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: 9,910 shares; 2024Q4: 9,846 shares; 2025Q1: 10,608 shares; 2025Q2: 10,087 shares; 2025Q3: 10,747 shares; 2025Q4: 11,076 shares; 2026Q1: 10,445 shares 10,445 $962K 0.26% -631 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: 22,266 shares; 2024Q4: 22,075 shares; 2025Q1: 22,972 shares; 2025Q2: 22,262 shares; 2025Q3: 22,268 shares; 2025Q4: 22,674 shares; 2026Q1: 20,853 shares 20,853 $959K 0.26% -1,821 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,147 shares; 2024Q4: 14,293 shares; 2025Q1: 16,391 shares; 2025Q2: 16,099 shares; 2025Q3: 19,254 shares; 2025Q4: 17,832 shares; 2026Q1: 18,618 shares 18,618 $929K 0.25% +786 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,713 shares; 2026Q1: 10,186 shares 10,186 $927K 0.25% +473 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: 5,913 shares; 2024Q4: 5,308 shares; 2025Q1: 5,004 shares; 2025Q2: 3,260 shares; 2025Q3: 3,226 shares; 2025Q4: 3,203 shares; 2026Q1: 3,204 shares 3,204 $919K 0.25% +1 Timeline FMB 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: 16,868 shares; 2024Q4: 13,905 shares; 2025Q1: 15,883 shares; 2025Q2: 15,994 shares; 2025Q3: 19,124 shares; 2025Q4: 17,408 shares; 2026Q1: 17,904 shares 17,904 $907K 0.25% +496 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,029 shares; 2024Q4: 16,347 shares; 2025Q1: 17,150 shares; 2025Q2: 17,319 shares; 2025Q3: 19,154 shares; 2025Q4: 18,644 shares; 2026Q1: 18,745 shares 18,745 $903K 0.24% +101 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,055 shares; 2025Q1: 8,507 shares; 2025Q2: 8,623 shares; 2025Q3: 9,172 shares; 2025Q4: 9,238 shares; 2026Q1: 8,533 shares 8,533 $902K 0.24% -705 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: 5,317 shares; 2024Q4: 5,308 shares; 2025Q1: 3,899 shares; 2025Q2: 1,570 shares; 2025Q3: 1,521 shares; 2025Q4: 1,509 shares; 2026Q1: 1,518 shares 1,518 $876K 0.24% +9 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: 8,419 shares; 2024Q4: 8,350 shares; 2025Q1: 8,479 shares; 2025Q2: 5,805 shares; 2025Q3: 6,164 shares; 2025Q4: 6,161 shares; 2026Q1: 6,519 shares 6,519 $854K 0.23% +358 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: 10,795 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares; 2025Q4: 9,670 shares; 2026Q1: 9,670 shares 9,670 $853K 0.23% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,211 shares; 2025Q3: 20,351 shares; 2025Q4: 20,121 shares; 2026Q1: 20,261 shares 20,261 $832K 0.23% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares; 2026Q1: 4,249 shares 4,249 $825K 0.22% +616 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: not reported; 2024Q4: not reported; 2025Q1: 8,900 shares; 2025Q2: 9,089 shares; 2025Q3: 10,107 shares; 2025Q4: 10,714 shares; 2026Q1: 11,123 shares 11,123 $805K 0.22% +409 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: 37,084 shares; 2024Q4: 30,091 shares; 2025Q1: 27,822 shares; 2025Q2: 17,046 shares; 2025Q3: 16,534 shares; 2025Q4: 16,194 shares; 2026Q1: 16,135 shares 16,135 $797K 0.22% -59 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,099 shares 5,099 $766K 0.21% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,852 shares; 2025Q1: 2,855 shares; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,136 shares; 2026Q1: 2,173 shares 2,173 $734K 0.2% +37 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,878 shares 12,878 $734K 0.2% new 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: 4,529 shares; 2024Q4: 4,552 shares; 2025Q1: 3,932 shares; 2025Q2: 3,314 shares; 2025Q3: 3,327 shares; 2025Q4: 3,342 shares; 2026Q1: 3,354 shares 3,354 $708K 0.19% +12 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,258 shares; 2025Q4: 4,525 shares; 2026Q1: 4,657 shares 4,657 $699K 0.19% +132 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 5,266 shares; 2026Q1: 5,554 shares 5,554 $697K 0.19% +288 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 11,233 shares; 2025Q1: 11,623 shares; 2025Q2: 12,056 shares; 2025Q3: 12,935 shares; 2025Q4: 14,149 shares; 2026Q1: 15,124 shares 15,124 $693K 0.19% +975 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,974 shares 10,974 $689K 0.19% new Timeline IQLT 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: 245,925 shares; 2024Q4: 179,855 shares; 2025Q1: 183,794 shares; 2025Q2: 185,045 shares; 2025Q3: 184,350 shares; 2025Q4: 185,421 shares; 2026Q1: 14,643 shares 14,643 $677K 0.18% -170,778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $648K 0.18% new 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: 4,846 shares; 2024Q4: 3,680 shares; 2025Q1: 3,737 shares; 2025Q2: 3,882 shares; 2025Q3: 3,537 shares; 2025Q4: 3,679 shares; 2026Q1: 3,994 shares 3,994 $646K 0.18% +315 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 11,649 shares; 2025Q1: 14,143 shares; 2025Q2: 14,315 shares; 2025Q3: 16,313 shares; 2025Q4: 17,092 shares; 2026Q1: 18,200 shares 18,200 $646K 0.18% +1,108 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: 6,253 shares; 2024Q4: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 6,678 shares; 2025Q3: 6,909 shares; 2025Q4: 7,063 shares; 2026Q1: 7,225 shares 7,225 $626K 0.17% +162 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,068 shares; 2025Q1: 1,586 shares; 2025Q2: 1,647 shares; 2025Q3: 1,455 shares; 2025Q4: 1,508 shares; 2026Q1: 1,458 shares 1,458 $619K 0.17% -50 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,649 shares; 2026Q1: 10,859 shares 10,859 $614K 0.17% +6,210 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: 4,659 shares; 2024Q4: 4,678 shares; 2025Q1: 4,728 shares; 2025Q2: 4,744 shares; 2025Q3: 4,549 shares; 2025Q4: 4,571 shares; 2026Q1: 4,583 shares 4,583 $607K 0.16% +12 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: not reported; 2024Q4: not reported; 2025Q1: 29,150 shares; 2025Q2: 28,934 shares; 2025Q3: 30,241 shares; 2025Q4: 30,771 shares; 2026Q1: 26,977 shares 26,977 $606K 0.16% -3,794 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: 4,615 shares; 2024Q4: 4,643 shares; 2025Q1: 4,538 shares; 2025Q2: 4,627 shares; 2025Q3: 4,448 shares; 2025Q4: 4,451 shares; 2026Q1: 4,282 shares 4,282 $597K 0.16% -169 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: 13,431 shares; 2024Q4: 13,235 shares; 2025Q1: 9,890 shares; 2025Q2: 8,676 shares; 2025Q3: 8,676 shares; 2025Q4: 8,679 shares; 2026Q1: 8,679 shares 8,679 $583K 0.16% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,721 shares; 2025Q1: 1,842 shares; 2025Q2: 1,810 shares; 2025Q3: 1,919 shares; 2025Q4: 1,727 shares; 2026Q1: 1,981 shares 1,981 $575K 0.16% +254 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: 7,606 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,240 shares; 2025Q3: 6,142 shares; 2025Q4: 6,148 shares; 2026Q1: 6,139 shares 6,139 $556K 0.15% -9 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: 5,995 shares; 2024Q4: 4,802 shares; 2025Q1: 4,825 shares; 2025Q2: 2,386 shares; 2025Q3: 2,384 shares; 2025Q4: 2,566 shares; 2026Q1: 2,466 shares 2,466 $536K 0.15% -100 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: 46,247 shares; 2024Q4: 55,407 shares; 2025Q1: 57,420 shares; 2025Q2: 5,500 shares; 2025Q3: 4,415 shares; 2025Q4: 4,240 shares; 2026Q1: 4,158 shares 4,158 $517K 0.14% -82 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: 49,452 shares; 2024Q4: 48,118 shares; 2025Q1: 49,666 shares; 2025Q2: 8,915 shares; 2025Q3: 8,230 shares; 2025Q4: 10,158 shares; 2026Q1: 11,052 shares 11,052 $510K 0.14% +894 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: 6,733 shares; 2024Q4: 6,797 shares; 2025Q1: 6,819 shares; 2025Q2: 6,851 shares; 2025Q3: 6,872 shares; 2025Q4: 7,207 shares; 2026Q1: 7,229 shares 7,229 $477K 0.13% +22 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 4,698 shares; 2025Q4: 4,520 shares; 2026Q1: 4,627 shares 4,627 $463K 0.13% +107 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,619 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $456K 0.12% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,624 shares 1,624 $447K 0.12% +32 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: 2,713 shares; 2024Q4: 2,862 shares; 2025Q1: 2,948 shares; 2025Q2: 1,045 shares; 2025Q3: 1,243 shares; 2025Q4: 1,255 shares; 2026Q1: 1,185 shares 1,185 $441K 0.12% -70 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 3,315 shares; 2025Q1: 3,294 shares; 2025Q2: 2,078 shares; 2025Q3: 2,006 shares; 2025Q4: 4,022 shares; 2026Q1: 4,028 shares 4,028 $439K 0.12% +6 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: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,476 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $423K 0.11% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,771 shares; 2025Q1: 4,586 shares; 2025Q2: 3,605 shares; 2025Q3: 3,414 shares; 2025Q4: 3,460 shares; 2026Q1: 3,727 shares 3,727 $423K 0.11% +267 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: 2,186 shares; 2024Q4: 2,088 shares; 2025Q1: 2,155 shares; 2025Q2: 2,227 shares; 2025Q3: 2,428 shares; 2025Q4: 2,416 shares; 2026Q1: 2,502 shares 2,502 $409K 0.11% +86 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: not reported; 2024Q4: not reported; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,645 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $399K 0.11% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,555 shares; 2024Q4: 35,294 shares; 2025Q1: 30,586 shares; 2025Q2: 12,049 shares; 2025Q3: 11,841 shares; 2025Q4: 13,581 shares; 2026Q1: 13,064 shares 13,064 $375K 0.1% -517 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: 10,432 shares; 2024Q4: 9,214 shares; 2025Q1: 7,185 shares; 2025Q2: 5,526 shares; 2025Q3: 5,857 shares; 2025Q4: 6,066 shares; 2026Q1: 6,283 shares 6,283 $356K 0.1% +217 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $345K 0.09% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,478 shares; 2025Q1: 5,317 shares; 2025Q2: 5,287 shares; 2025Q3: 5,333 shares; 2025Q4: 5,446 shares; 2026Q1: 5,396 shares 5,396 $327K 0.09% -50 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,879 shares; 2026Q1: 1,811 shares 1,811 $325K 0.09% -68 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: 6,955 shares; 2024Q4: 6,993 shares; 2025Q1: 6,209 shares; 2025Q2: 6,245 shares; 2025Q3: 6,281 shares; 2025Q4: 6,316 shares; 2026Q1: 6,351 shares 6,351 $321K 0.09% +35 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,014 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 939 shares 939 $301K 0.08% +75 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: 740 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $299K 0.08% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,240 shares; 2025Q1: 1,361 shares; 2025Q2: 970 shares; 2025Q3: 972 shares; 2025Q4: 973 shares; 2026Q1: 974 shares 974 $294K 0.08% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 2,998 shares; 2025Q1: 3,004 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,016 shares 2,016 $294K 0.08% +4 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 1,428 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,339 shares; 2025Q4: 1,348 shares; 2026Q1: 1,353 shares 1,353 $291K 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,858 shares; 2025Q4: 2,868 shares; 2026Q1: 2,919 shares 2,919 $287K 0.08% +51 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: 4,062 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,102 shares; 2025Q3: 2,897 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $284K 0.08% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,051 shares; 2025Q1: 1,969 shares; 2025Q2: 1,977 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares; 2026Q1: 1,997 shares 1,997 $284K 0.08% +6 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: not reported; 2024Q4: 9,204 shares; 2025Q1: 9,272 shares; 2025Q2: 9,335 shares; 2025Q3: 9,647 shares; 2025Q4: 9,713 shares; 2026Q1: 9,777 shares 9,777 $283K 0.08% +64 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: 779 shares; 2024Q4: 769 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $257K 0.07% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,736 shares; 2025Q1: 9,736 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,684 shares; 2026Q1: 8,684 shares 8,684 $247K 0.07% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,938 shares; 2025Q3: 2,644 shares; 2025Q4: 2,649 shares; 2026Q1: 2,849 shares 2,849 $247K 0.07% +200 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,392 shares; 2025Q4: 1,424 shares; 2026Q1: 1,430 shares 1,430 $235K 0.06% +6 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: 5,607 shares; 2024Q4: 5,559 shares; 2025Q1: 5,462 shares; 2025Q2: 4,549 shares; 2025Q3: 4,585 shares; 2025Q4: 4,623 shares; 2026Q1: 4,460 shares 4,460 $235K 0.06% -163 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: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $234K 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,159 shares; 2025Q1: 6,189 shares; 2025Q2: 2,163 shares; 2025Q3: 1,785 shares; 2025Q4: 1,779 shares; 2026Q1: 1,551 shares 1,551 $227K 0.06% -228 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: 1,255 shares; 2024Q4: 1,149 shares; 2025Q1: 1,157 shares; 2025Q2: 1,168 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,077 shares 1,077 $219K 0.06% -98 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,183 shares 3,183 $217K 0.06% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,912 shares; 2024Q4: 16,306 shares; 2025Q1: 16,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,727 shares 5,727 $214K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares 239 $209K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $208K 0.06% 0 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: 3,045 shares; 2024Q4: 3,024 shares; 2025Q1: 2,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,709 shares 1,709 $206K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,479 shares 3,479 $204K 0.06% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 10,239 shares; 2025Q1: 10,386 shares; 2025Q2: not reported; 2025Q3: 10,140 shares; 2025Q4: 10,320 shares; 2026Q1: 10,483 shares 10,483 $202K 0.05% +163 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 407 shares; 2025Q4: 405 shares; 2026Q1: 455 shares 455 $199K 0.05% +50 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,513 shares; 2025Q1: 1,438 shares; 2025Q2: 1,361 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,175 shares 1,175 $198K 0.05% -176 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $186K 0.05% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,375 shares; 2024Q4: 25,808 shares; 2025Q1: 23,213 shares; 2025Q2: 24,195 shares; 2025Q3: 24,676 shares; 2025Q4: 25,156 shares; 2026Q1: 25,311 shares 25,311 $173K 0.05% +155 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,567 shares; 2024Q4: 8,632 shares; 2025Q1: 8,197 shares; 2025Q2: 8,263 shares; 2025Q3: 8,330 shares; 2025Q4: 8,398 shares; 2026Q1: 8,465 shares 8,465 $158K 0.04% +67 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: 1,600 shares; 2024Q4: 1,159 shares; 2025Q1: 1,044 shares; 2025Q2: 879 shares; 2025Q3: 763 shares; 2025Q4: 770 shares; 2026Q1: 773 shares 773 $152K 0.04% +3 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $146K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 10,197 shares; 2025Q1: 6,398 shares; 2025Q2: 1,733 shares; 2025Q3: 1,740 shares; 2025Q4: 1,750 shares; 2026Q1: 1,756 shares 1,756 $144K 0.04% +6 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: 5,096 shares; 2024Q4: 5,049 shares; 2025Q1: 2,530 shares; 2025Q2: 2,542 shares; 2025Q3: 2,557 shares; 2025Q4: 2,577 shares; 2026Q1: 2,589 shares 2,589 $128K 0.03% +12 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: 2,605 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $123K 0.03% 0 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: 10,220 shares; 2024Q4: 10,134 shares; 2025Q1: 6,742 shares; 2025Q2: 771 shares; 2025Q3: 640 shares; 2025Q4: 1,042 shares; 2026Q1: 643 shares 643 $123K 0.03% -399 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 605 shares; 2025Q1: 607 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 452 shares; 2026Q1: 453 shares 453 $123K 0.03% +1 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,423 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $119K 0.03% 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: 41,239 shares; 2024Q4: 41,939 shares; 2025Q1: 27,933 shares; 2025Q2: 1,877 shares; 2025Q3: 1,685 shares; 2025Q4: 1,686 shares; 2026Q1: 1,693 shares 1,693 $119K 0.03% +7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,461 shares; 2025Q1: 2,332 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,240 shares; 2026Q1: 2,241 shares 2,241 $118K 0.03% +1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,392 shares; 2025Q1: 2,361 shares; 2025Q2: 1,419 shares; 2025Q3: 1,394 shares; 2025Q4: 2,336 shares; 2026Q1: 2,341 shares 2,341 $117K 0.03% +5 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 1,036 shares; 2025Q1: 1,067 shares; 2025Q2: 536 shares; 2025Q3: 647 shares; 2025Q4: 1,835 shares; 2026Q1: 2,537 shares 2,537 $116K 0.03% +702 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: 1,351 shares; 2024Q4: 1,010 shares; 2025Q1: 1,244 shares; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 610 shares; 2026Q1: 612 shares 612 $116K 0.03% +2 Timeline DWMF 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: 6,572 shares; 2024Q4: 6,612 shares; 2025Q1: 3,685 shares; 2025Q2: 3,284 shares; 2025Q3: 3,303 shares; 2025Q4: 3,322 shares; 2026Q1: 3,332 shares 3,332 $112K 0.03% +10 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,234 shares; 2025Q1: 2,516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 2,588 shares 2,588 $112K 0.03% +9 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,551 shares; 2026Q1: 1,186 shares 1,186 $109K 0.03% -365 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: 666 shares; 2024Q4: 916 shares; 2025Q1: 991 shares; 2025Q2: 809 shares; 2025Q3: 820 shares; 2025Q4: 822 shares; 2026Q1: 811 shares 811 $104K 0.03% -11 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,275 shares; 2025Q1: 2,827 shares; 2025Q2: 1,380 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088 $99.6K 0.03% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,173 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346 $99.3K 0.03% 0 Timeline XOP 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $90.9K 0.02% 0 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: 1,600 shares; 2024Q4: 1,606 shares; 2025Q1: 1,507 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $89.8K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $88.9K 0.02% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $88.1K 0.02% 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: 1,708 shares; 2024Q4: 1,721 shares; 2025Q1: 1,733 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,768 shares; 2026Q1: 1,678 shares 1,678 $85.6K 0.02% -90 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,606 shares; 2025Q1: 1,623 shares; 2025Q2: 1,640 shares; 2025Q3: 1,658 shares; 2025Q4: 1,674 shares; 2026Q1: 1,689 shares 1,689 $85K 0.02% +15 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $82.6K 0.02% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares; 2026Q1: 799 shares 799 $80.1K 0.02% -798 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 799 shares 799 $73.2K 0.02% -799 Timeline SOXX 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $69K 0.02% 0 Timeline ENFR 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: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $64.3K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 706 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $62.8K 0.02% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $62.6K 0.02% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 920 shares; 2025Q1: 925 shares; 2025Q2: 931 shares; 2025Q3: 1,026 shares; 2025Q4: 1,031 shares; 2026Q1: 1,036 shares 1,036 $61.2K 0.02% +5 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: not reported; 2026Q1: 638 shares 638 $58.3K 0.02% new 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: 668 shares; 2024Q4: 662 shares; 2025Q1: 666 shares; 2025Q2: 669 shares; 2025Q3: 685 shares; 2025Q4: 622 shares; 2026Q1: 614 shares 614 $54.4K 0.01% -8 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $53.2K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 732 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 736 shares 736 $51.7K 0.01% +2 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $51.2K 0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,880 shares; 2025Q1: 1,731 shares; 2025Q2: not reported; 2025Q3: 2,445 shares; 2025Q4: not reported; 2026Q1: 2,234 shares 2,234 $51.2K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $50.2K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: not reported; 2026Q1: 539 shares 539 $50K 0.01% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,519 shares; 2025Q1: 1,222 shares; 2025Q2: 1,226 shares; 2025Q3: 1,228 shares; 2025Q4: 1,231 shares; 2026Q1: 1,234 shares 1,234 $44.8K 0.01% +3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,074 shares; 2025Q1: 2,086 shares; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: not reported; 2026Q1: 323 shares 323 $43.8K 0.01% new 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $43.8K 0.01% 0 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: 516 shares; 2024Q4: 523 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 539 shares; 2025Q4: 547 shares; 2026Q1: 551 shares 551 $43.6K 0.01% +4 Timeline HEZU 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $41K 0.01% 0 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $40.5K 0.01% 0 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: 125 shares; 2024Q4: 126 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $39.9K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,098 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $37.6K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $36.7K 0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 669 shares; 2025Q1: 682 shares; 2025Q2: 685 shares; 2025Q3: 687 shares; 2025Q4: 679 shares; 2026Q1: 682 shares 682 $35.7K 0.01% +3 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,421 shares 1,421 $35.2K 0.01% 0 Timeline SPTS 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: 1,099 shares; 2024Q4: 1,115 shares; 2025Q1: 1,122 shares; 2025Q2: 1,134 shares; 2025Q3: 1,145 shares; 2025Q4: 1,160 shares; 2026Q1: 1,167 shares 1,167 $34.1K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $33.3K 0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $31.2K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $30.6K 0.01% 0 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: 227 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 165 shares; 2026Q1: 166 shares 166 $30.5K 0.01% +1 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: 157 shares; 2024Q4: 159 shares; 2025Q1: 161 shares; 2025Q2: 163 shares; 2025Q3: 312 shares; 2025Q4: 316 shares; 2026Q1: 318 shares 318 $30K 0.01% +2 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: 110 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $29.2K 0.01% 0 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $28.4K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $28.2K 0.01% 0 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares 847 $28K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 607 shares 607 $27.2K 0.01% +3 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,177 shares; 2024Q4: 47,627 shares; 2025Q1: 2,830 shares; 2025Q2: 2,494 shares; 2025Q3: 580 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $26.5K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 204 shares 204 $25.5K 0.01% +1 Timeline PYZ 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $25.5K 0.01% 0 Timeline IGIB 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: 645 shares; 2024Q4: 648 shares; 2025Q1: 440 shares; 2025Q2: 442 shares; 2025Q3: 444 shares; 2025Q4: 447 shares; 2026Q1: 449 shares 449 $23.9K 0.01% +2 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 36,455 shares; 2025Q1: 25,511 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 307 shares; 2026Q1: 336 shares 336 $22.9K 0.01% +29 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $22.9K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 201 shares; 2025Q3: 203 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $22.7K 0.01% 0 Timeline EFG 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $19.9K 0.01% 0 Timeline MXI 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $19K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 43 shares; 2026Q1: 326 shares 326 $18.4K 0.01% +283 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $18.2K <0.01% 0 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: 84 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 115 shares; 2025Q3: 28 shares; 2025Q4: 128 shares; 2026Q1: 30 shares 30 $17.9K <0.01% -98 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,552 shares; 2024Q4: 11,552 shares; 2025Q1: 11,552 shares; 2025Q2: 11,552 shares; 2025Q3: 11,552 shares; 2025Q4: 11,552 shares; 2026Q1: 11,552 shares 11,552 $17.7K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $17K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $16.1K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $15.8K <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: 317 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 320 shares; 2025Q3: 321 shares; 2025Q4: 322 shares; 2026Q1: 323 shares 323 $15.6K <0.01% +1 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $15.6K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares; 2026Q1: 252 shares 252 $15.2K <0.01% -251 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 199 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 201 shares; 2026Q1: 202 shares 202 $14.2K <0.01% +1 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $14K <0.01% 0 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $13.8K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 3,056 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $12.8K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $12.4K <0.01% 0 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: 4,189 shares; 2024Q4: 4,233 shares; 2025Q1: 2,428 shares; 2025Q2: 394 shares; 2025Q3: 1,223 shares; 2025Q4: 406 shares; 2026Q1: 409 shares 409 $12.4K <0.01% +3 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 144 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 161 shares 161 $12.3K <0.01% +7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $12.3K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $11.7K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,599 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 48 shares; 2026Q1: 119 shares 119 $11.7K <0.01% +71 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $10.8K <0.01% 0 Timeline WOOD 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $10.6K <0.01% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 110 shares 110 $10.4K <0.01% -1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $10.3K <0.01% 0 Timeline IHE 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $9.32K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $8.49K <0.01% 0 Timeline RWR 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 82 shares; 2025Q4: 83 shares; 2026Q1: 84 shares 84 $8.44K <0.01% +1 Timeline SJNK 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $8.27K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $8.11K <0.01% 0 Timeline ACWX 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $8.01K <0.01% 0 Timeline VMBS 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $7.65K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $7.25K <0.01% 0 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $6.98K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $6.5K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $5.92K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 122 shares 122 $5.63K <0.01% -7 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $5.61K <0.01% 0 Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 172 shares; 2026Q1: 173 shares 173 $5.61K <0.01% +1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $5.28K <0.01% 0 Timeline USIG 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: 171 shares; 2024Q4: 171 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $5.02K <0.01% 0 Timeline IYH 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $4.62K <0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $4.14K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $4K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 211 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $3.98K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.95K <0.01% 0 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $3.78K <0.01% 0 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: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.56K <0.01% 0 Timeline MLN 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $3.37K <0.01% 0 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $3.33K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.15K <0.01% 0 Timeline IEV 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $2.58K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.95K <0.01% 0 Timeline SLQD 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: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $1.87K <0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $1.71K <0.01% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $1.54K <0.01% 0 Timeline FTXL 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $888 <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $722 <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $632 <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $592 <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $315 <0.01% 0 Timeline