GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,496 shares; 2025Q1: 78,783 shares; 2025Q2: 79,307 shares; 2025Q3: 84,665 shares; 2025Q4: 69,130 shares; 2026Q1: 61,557 shares 61,557 $26.5M 6.53% -7,573 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,269 shares; 2025Q1: 233,631 shares; 2025Q2: 215,976 shares; 2025Q3: 208,608 shares; 2025Q4: 163,069 shares; 2026Q1: 155,886 shares 155,886 $21.6M 5.31% -7,183 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: not loaded; 2024Q4: 173,253 shares; 2025Q1: 176,878 shares; 2025Q2: 180,763 shares; 2025Q3: 185,123 shares; 2025Q4: 185,026 shares; 2026Q1: 185,577 shares 185,577 $17M 4.2% +551 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: not loaded; 2024Q4: 47,826 shares; 2025Q1: 43,960 shares; 2025Q2: 43,989 shares; 2025Q3: 45,333 shares; 2025Q4: 37,705 shares; 2026Q1: 40,254 shares 40,254 $14.9M 3.67% +2,549 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: not loaded; 2024Q4: 81,758 shares; 2025Q1: 77,360 shares; 2025Q2: 85,619 shares; 2025Q3: 73,455 shares; 2025Q4: 46,311 shares; 2026Q1: 45,081 shares 45,081 $13M 3.19% -1,230 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,564 shares; 2025Q1: 99,020 shares; 2025Q2: 103,063 shares; 2025Q3: 106,449 shares; 2025Q4: 113,662 shares; 2026Q1: 121,019 shares 121,019 $11.8M 2.91% +7,357 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: not loaded; 2024Q4: 63,735 shares; 2025Q1: 57,382 shares; 2025Q2: 66,753 shares; 2025Q3: 66,291 shares; 2025Q4: 55,456 shares; 2026Q1: 55,636 shares 55,636 $11.6M 2.86% +180 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: not loaded; 2024Q4: 42,581 shares; 2025Q1: 37,945 shares; 2025Q2: 38,057 shares; 2025Q3: 39,491 shares; 2025Q4: 35,785 shares; 2026Q1: 36,535 shares 36,535 $11M 2.72% +750 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,857 shares; 2025Q1: 58,223 shares; 2025Q2: 59,841 shares; 2025Q3: 61,269 shares; 2025Q4: 60,815 shares; 2026Q1: 63,454 shares 63,454 $11M 2.71% +2,639 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: not loaded; 2024Q4: 16,083 shares; 2025Q1: 15,839 shares; 2025Q2: 6,518 shares; 2025Q3: 40,032 shares; 2025Q4: 39,827 shares; 2026Q1: 39,793 shares 39,793 $10.1M 2.49% -34 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: not loaded; 2024Q4: 33,455 shares; 2025Q1: 30,893 shares; 2025Q2: 30,960 shares; 2025Q3: 32,369 shares; 2025Q4: 28,759 shares; 2026Q1: 29,373 shares 29,373 $9.65M 2.38% +614 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 382 shares; 2025Q1: 391 shares; 2025Q2: 409 shares; 2025Q3: 443 shares; 2025Q4: 2,117 shares; 2026Q1: 2,227 shares 2,227 $9.38M 2.31% +110 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 100,738 shares; 2026Q1: 114,201 shares 114,201 $9.2M 2.27% +13,463 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 392,603 shares; 2025Q1: 406,971 shares; 2025Q2: 376,897 shares; 2025Q3: 362,404 shares; 2025Q4: 302,180 shares; 2026Q1: 297,096 shares 297,096 $8.96M 2.21% -5,084 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,267 shares; 2025Q1: 172,041 shares; 2025Q2: 164,698 shares; 2025Q3: 169,568 shares; 2025Q4: 175,399 shares; 2026Q1: 181,592 shares 181,592 $8.79M 2.17% +6,193 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: not loaded; 2024Q4: 114,918 shares; 2025Q1: 207,517 shares; 2025Q2: 198,705 shares; 2025Q3: 208,960 shares; 2025Q4: 202,330 shares; 2026Q1: 181,793 shares 181,793 $8.11M 2% -20,537 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: not loaded; 2024Q4: 17,116 shares; 2025Q1: 17,179 shares; 2025Q2: 17,569 shares; 2025Q3: 18,726 shares; 2025Q4: 18,439 shares; 2026Q1: 23,550 shares 23,550 $7.96M 1.96% +5,111 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: not loaded; 2024Q4: 19,553 shares; 2025Q1: 16,816 shares; 2025Q2: 16,785 shares; 2025Q3: 17,806 shares; 2025Q4: 15,487 shares; 2026Q1: 15,676 shares 15,676 $7.83M 1.93% +189 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: not loaded; 2024Q4: 40,805 shares; 2025Q1: 36,423 shares; 2025Q2: 36,568 shares; 2025Q3: 38,665 shares; 2025Q4: 35,441 shares; 2026Q1: 36,278 shares 36,278 $7.37M 1.82% +837 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: not loaded; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 17,136 shares; 2025Q3: 18,953 shares; 2025Q4: 21,391 shares; 2026Q1: 25,662 shares 25,662 $7.37M 1.82% +4,271 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,173 shares; 2025Q1: 24,013 shares; 2025Q2: 24,117 shares; 2025Q3: 27,809 shares; 2025Q4: 24,171 shares; 2026Q1: 24,518 shares 24,518 $7.3M 1.8% +347 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,253 shares; 2025Q1: 79,857 shares; 2025Q2: 88,442 shares; 2025Q3: 99,117 shares; 2025Q4: 87,369 shares; 2026Q1: 73,761 shares 73,761 $7.11M 1.75% -13,608 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14,151 shares; 2025Q4: 24,189 shares; 2026Q1: 23,430 shares 23,430 $6.92M 1.71% -759 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: not loaded; 2024Q4: 57,407 shares; 2025Q1: 80,497 shares; 2025Q2: 80,497 shares; 2025Q3: 80,497 shares; 2025Q4: 81,392 shares; 2026Q1: 75,984 shares 75,984 $6.7M 1.65% -5,408 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,761 shares; 2025Q1: 14,379 shares; 2025Q2: 13,844 shares; 2025Q3: 14,539 shares; 2025Q4: 12,323 shares; 2026Q1: 15,302 shares 15,302 $6.62M 1.63% +2,979 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: not loaded; 2024Q4: 11,544 shares; 2025Q1: 10,996 shares; 2025Q2: 10,836 shares; 2025Q3: 10,953 shares; 2025Q4: 10,982 shares; 2026Q1: 10,968 shares 10,968 $6.55M 1.61% -14 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,536 shares; 2025Q1: 2,283 shares; 2025Q2: 2,273 shares; 2025Q3: 2,293 shares; 2025Q4: 1,921 shares; 2026Q1: 1,868 shares 1,868 $6.31M 1.55% -53 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,756 shares; 2025Q1: 42,410 shares; 2025Q2: 50,807 shares; 2025Q3: 54,217 shares; 2025Q4: 49,930 shares; 2026Q1: 50,716 shares 50,716 $6M 1.48% +786 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,220 shares; 2025Q1: 82,321 shares; 2025Q2: 81,215 shares; 2025Q3: 93,287 shares; 2025Q4: 102,584 shares; 2026Q1: 157,612 shares 157,612 $5.22M 1.29% +55,028 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,902 shares; 2025Q1: 27,162 shares; 2025Q2: 27,770 shares; 2025Q3: 28,764 shares; 2025Q4: 28,764 shares; 2026Q1: 28,829 shares 28,829 $5.19M 1.28% +65 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,845 shares; 2026Q1: 90,070 shares 90,070 $5.13M 1.26% +1,225 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: not loaded; 2024Q4: 8,237 shares; 2025Q1: 8,467 shares; 2025Q2: 8,453 shares; 2025Q3: 9,031 shares; 2025Q4: 9,108 shares; 2026Q1: 10,628 shares 10,628 $5.09M 1.25% +1,520 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,653 shares; 2025Q1: 19,722 shares; 2025Q2: 19,935 shares; 2025Q3: 22,603 shares; 2025Q4: 24,428 shares; 2026Q1: 24,767 shares 24,767 $4.91M 1.21% +339 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,744 shares 105,744 $4.87M 1.2% new 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: not loaded; 2024Q4: 14,968 shares; 2025Q1: 15,739 shares; 2025Q2: 16,409 shares; 2025Q3: 17,373 shares; 2025Q4: 17,147 shares; 2026Q1: 17,630 shares 17,630 $4.31M 1.06% +483 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,317 shares 20,317 $3.94M 0.97% new 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: not loaded; 2024Q4: 22,198 shares; 2025Q1: 22,186 shares; 2025Q2: 22,426 shares; 2025Q3: 21,890 shares; 2025Q4: 21,288 shares; 2026Q1: 21,638 shares 21,638 $3.77M 0.93% +350 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: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,321 shares; 2025Q2: 5,493 shares; 2025Q3: 5,701 shares; 2025Q4: 5,609 shares; 2026Q1: 5,783 shares 5,783 $3.31M 0.82% +174 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 loaded; 2024Q4: 23,916 shares; 2025Q1: 24,546 shares; 2025Q2: 25,152 shares; 2025Q3: 25,741 shares; 2025Q4: 25,431 shares; 2026Q1: 25,882 shares 25,882 $3.18M 0.78% +451 Timeline IWV 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 loaded; 2024Q4: not reported; 2025Q1: 8,071 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,085 shares; 2026Q1: 8,094 shares 8,094 $3M 0.74% +9 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,297 shares; 2025Q1: 7,463 shares; 2025Q2: 7,858 shares; 2025Q3: 8,242 shares; 2025Q4: 8,370 shares; 2026Q1: 8,628 shares 8,628 $2.81M 0.69% +258 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,108 shares; 2025Q1: 7,165 shares; 2025Q2: 7,210 shares; 2025Q3: 7,704 shares; 2025Q4: 2,190 shares; 2026Q1: 2,105 shares 2,105 $2.78M 0.69% -85 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,468 shares 7,468 $2.53M 0.62% new 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: not loaded; 2024Q4: 5,545 shares; 2025Q1: 5,140 shares; 2025Q2: 5,398 shares; 2025Q3: 4,634 shares; 2025Q4: 3,417 shares; 2026Q1: 3,824 shares 3,824 $2.49M 0.61% +407 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,230 shares; 2025Q1: 4,320 shares; 2025Q2: 4,531 shares; 2025Q3: 4,758 shares; 2025Q4: 4,755 shares; 2026Q1: 4,942 shares 4,942 $2.28M 0.56% +187 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: not loaded; 2024Q4: 6,364 shares; 2025Q1: 6,409 shares; 2025Q2: 6,682 shares; 2025Q3: 7,011 shares; 2025Q4: 7,086 shares; 2026Q1: 7,248 shares 7,248 $2.25M 0.56% +162 Timeline ACWI 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 loaded; 2024Q4: 8,511 shares; 2025Q1: 14,885 shares; 2025Q2: 14,928 shares; 2025Q3: 14,928 shares; 2025Q4: 15,257 shares; 2026Q1: 15,306 shares 15,306 $2.12M 0.52% +49 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,343 shares; 2025Q1: 20,840 shares; 2025Q2: 20,695 shares; 2025Q3: 26,018 shares; 2025Q4: 25,966 shares; 2026Q1: 26,725 shares 26,725 $1.99M 0.49% +759 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,892 shares 2,892 $1.89M 0.47% +153 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: not loaded; 2024Q4: 11,520 shares; 2025Q1: 8,034 shares; 2025Q2: 8,043 shares; 2025Q3: 7,193 shares; 2025Q4: 7,348 shares; 2026Q1: 7,359 shares 7,359 $1.82M 0.45% +11 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,101 shares; 2025Q1: 14,780 shares; 2025Q2: 15,616 shares; 2025Q3: 17,211 shares; 2025Q4: 17,209 shares; 2026Q1: 18,201 shares 18,201 $1.7M 0.42% +992 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563 $1.65M 0.41% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,136 shares; 2025Q1: 30,642 shares; 2025Q2: 32,100 shares; 2025Q3: 32,091 shares; 2025Q4: 25,953 shares; 2026Q1: 28,621 shares 28,621 $1.65M 0.41% +2,668 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,711 shares 22,711 $1.63M 0.4% 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: not loaded; 2024Q4: 4,733 shares; 2025Q1: 4,678 shares; 2025Q2: 4,618 shares; 2025Q3: 4,583 shares; 2025Q4: 4,176 shares; 2026Q1: 4,123 shares 4,123 $1.39M 0.34% -53 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,675 shares; 2025Q1: 78,703 shares; 2025Q2: 80,622 shares; 2025Q3: 121,458 shares; 2025Q4: 118,579 shares; 2026Q1: 36,443 shares 36,443 $1.34M 0.33% -82,136 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: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1,118 shares; 2025Q4: 1,249 shares; 2026Q1: 1,441 shares 1,441 $1.33M 0.33% +192 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,931 shares; 2025Q1: 12,551 shares; 2025Q2: 13,790 shares; 2025Q3: 13,807 shares; 2025Q4: 15,762 shares; 2026Q1: 15,787 shares 15,787 $1.3M 0.32% +25 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,144 shares; 2025Q4: 34,824 shares; 2026Q1: 10,629 shares 10,629 $1.14M 0.28% -24,195 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425 $1.05M 0.26% new 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: not loaded; 2024Q4: 11,687 shares; 2025Q1: 10,725 shares; 2025Q2: 10,740 shares; 2025Q3: 10,750 shares; 2025Q4: 10,990 shares; 2026Q1: 11,005 shares 11,005 $1.05M 0.26% +15 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: not loaded; 2024Q4: 3,394 shares; 2025Q1: 3,480 shares; 2025Q2: 3,277 shares; 2025Q3: 3,437 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares 3,247 $931K 0.23% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,991 shares; 2025Q1: 5,037 shares; 2025Q2: 6,013 shares; 2025Q3: 8,043 shares; 2025Q4: 8,815 shares; 2026Q1: 8,815 shares 8,815 $912K 0.22% 0 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: not loaded; 2024Q4: 19,858 shares; 2025Q1: 19,836 shares; 2025Q2: 19,028 shares; 2025Q3: 18,730 shares; 2025Q4: 17,711 shares; 2026Q1: 17,711 shares 17,711 $863K 0.21% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,699 shares; 2025Q1: 4,689 shares; 2025Q2: 3,849 shares; 2025Q3: 2,686 shares; 2025Q4: 2,560 shares; 2026Q1: 2,549 shares 2,549 $818K 0.2% -11 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: not loaded; 2024Q4: 4,466 shares; 2025Q1: 4,466 shares; 2025Q2: 4,466 shares; 2025Q3: 4,707 shares; 2025Q4: 4,666 shares; 2026Q1: 4,766 shares 4,766 $809K 0.2% +100 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: not loaded; 2024Q4: 13,157 shares; 2025Q1: 13,100 shares; 2025Q2: 12,761 shares; 2025Q3: 10,916 shares; 2025Q4: 10,091 shares; 2026Q1: 10,091 shares 10,091 $783K 0.19% 0 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: not loaded; 2024Q4: 6,275 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,204 shares; 2026Q1: 5,204 shares 5,204 $759K 0.19% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,027 shares; 2025Q1: 8,044 shares; 2025Q2: 9,453 shares; 2025Q3: 9,471 shares; 2025Q4: 9,498 shares; 2026Q1: 9,525 shares 9,525 $701K 0.17% +27 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $668K 0.16% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares 7,672 $642K 0.16% 0 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: not loaded; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 680 shares; 2026Q1: 1,502 shares 1,502 $640K 0.16% +822 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: not loaded; 2024Q4: 7,357 shares; 2025Q1: 7,357 shares; 2025Q2: 7,357 shares; 2025Q3: 7,357 shares; 2025Q4: 7,357 shares; 2026Q1: 7,967 shares 7,967 $606K 0.15% +610 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: not loaded; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 2,607 shares 2,607 $557K 0.14% +1,860 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $551K 0.14% 0 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: not loaded; 2024Q4: 6,464 shares; 2025Q1: 7,002 shares; 2025Q2: 8,904 shares; 2025Q3: 11,192 shares; 2025Q4: 9,409 shares; 2026Q1: 10,414 shares 10,414 $502K 0.12% +1,005 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,086 shares 10,086 $482K 0.12% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,084 shares 3,084 $451K 0.11% new 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: not loaded; 2024Q4: 6,608 shares; 2025Q1: 6,608 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares 3,304 $448K 0.11% 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: not loaded; 2024Q4: 4,822 shares; 2025Q1: 4,522 shares; 2025Q2: 4,167 shares; 2025Q3: 3,567 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares 3,882 $428K 0.11% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,467 shares; 2025Q1: 4,467 shares; 2025Q2: 4,352 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares; 2026Q1: 4,352 shares 4,352 $404K 0.1% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $377K 0.09% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,425 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 6,883 shares; 2026Q1: 6,883 shares 6,883 $372K 0.09% 0 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: not loaded; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,579 shares; 2025Q4: 1,633 shares; 2026Q1: 1,611 shares 1,611 $350K 0.09% -22 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 4,059 shares 4,059 $343K 0.08% +309 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $338K 0.08% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: not reported; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares 2,933 $321K 0.08% 0 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: not loaded; 2024Q4: 1,014 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,490 shares 1,490 $320K 0.08% +500 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares 1,330 $311K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,470 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares 1,553 $300K 0.07% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $294K 0.07% 0 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: not loaded; 2024Q4: 50,094 shares; 2025Q1: 45,221 shares; 2025Q2: 25,246 shares; 2025Q3: 26,292 shares; 2025Q4: 16,955 shares; 2026Q1: 1,909 shares 1,909 $276K 0.07% -15,046 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares 1,047 $274K 0.07% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $263K 0.06% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,858 shares; 2025Q1: 8,858 shares; 2025Q2: 8,858 shares; 2025Q3: 8,858 shares; 2025Q4: 8,858 shares; 2026Q1: 8,566 shares 8,566 $249K 0.06% -292 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares 4,912 $245K 0.06% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $244K 0.06% 0 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: not loaded; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 1,013 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $237K 0.06% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,441 shares 4,441 $236K 0.06% -559 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: not loaded; 2024Q4: 5,461 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares 3,758 $236K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 240 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $231K 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $222K 0.05% new 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: not loaded; 2024Q4: 102 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $211K 0.05% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,209 shares; 2026Q1: 4,460 shares 4,460 $207K 0.05% +251 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,049 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $207K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,545 shares; 2025Q1: 19,403 shares; 2025Q2: 13,858 shares; 2025Q3: 14,684 shares; 2025Q4: 13,312 shares; 2026Q1: 1,326 shares 1,326 $206K 0.05% -11,986 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: not loaded; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 2,271 shares 2,271 $206K 0.05% +1,470 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 loaded; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,182 shares 3,182 $204K 0.05% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,279 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $191K 0.05% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares 4,543 $189K 0.05% 0 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 loaded; 2024Q4: 1,465 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 257 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $180K 0.04% 0 Timeline BBH 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 loaded; 2024Q4: 1,500 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $177K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares 1,503 $173K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 2,479 shares 2,479 $167K 0.04% +1,519 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $164K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,750 shares; 2025Q1: 78,052 shares; 2025Q2: 85,180 shares; 2025Q3: 92,636 shares; 2025Q4: 71,817 shares; 2026Q1: 3,564 shares 3,564 $161K 0.04% -68,253 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,066 shares 6,066 $150K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 1,059 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares 1,169 $148K 0.04% 0 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: not loaded; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $148K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $145K 0.04% 0 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares 4,000 $139K 0.03% +1,000 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77 shares; 2025Q1: 347 shares; 2025Q2: 2,458 shares; 2025Q3: 2,577 shares; 2025Q4: 2,633 shares; 2026Q1: 160 shares 160 $135K 0.03% -2,473 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 839 shares 839 $132K 0.03% +277 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $129K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $129K 0.03% 0 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: not loaded; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 244 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $128K 0.03% 0 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: not loaded; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 1,229 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $126K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,202 shares; 2025Q3: 10,482 shares; 2025Q4: 6,687 shares; 2026Q1: 1,418 shares 1,418 $117K 0.03% -5,269 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: not loaded; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares; 2026Q1: 2,521 shares 2,521 $115K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,877 shares; 2025Q1: 3,110 shares; 2025Q2: 3,028 shares; 2025Q3: 2,603 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares 2,112 $112K 0.03% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares 1,274 $108K 0.03% 0 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 loaded; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $107K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,670 shares; 2025Q1: 27,936 shares; 2025Q2: 27,589 shares; 2025Q3: 27,168 shares; 2025Q4: 24,867 shares; 2026Q1: 1,246 shares 1,246 $106K 0.03% -23,621 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425 $106K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $104K 0.03% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 830 shares; 2026Q1: 1,419 shares 1,419 $102K 0.03% +589 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 207 shares 207 $98K 0.02% +192 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $96.1K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,416 shares; 2025Q1: 2,218 shares; 2025Q2: 2,611 shares; 2025Q3: 2,712 shares; 2025Q4: 2,764 shares; 2026Q1: 187 shares 187 $91.9K 0.02% -2,577 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $91.8K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 192 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 1,159 shares 1,159 $89.3K 0.02% +560 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,558 shares; 2025Q1: 15,950 shares; 2025Q2: 19,525 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 362 shares 362 $88K 0.02% -148 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: not loaded; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $84.5K 0.02% 0 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: not loaded; 2024Q4: 207 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 227 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $84.5K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 275 shares 275 $83.2K 0.02% +237 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,667 shares; 2026Q1: 2,667 shares 2,667 $81.3K 0.02% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $80.4K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $78.8K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315 $78.3K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $74.6K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 426 shares 426 $72.9K 0.02% +388 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 loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $71.1K 0.02% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $70.5K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $70.4K 0.02% 0 Timeline SHE 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 loaded; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $67.9K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,080 shares; 2025Q1: 5,892 shares; 2025Q2: 442 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $65.7K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,722 shares; 2025Q1: 3,487 shares; 2025Q2: 156 shares; 2025Q3: 210 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $64.1K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $62.8K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $62K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 25 shares; 2026Q1: 140 shares 140 $61.2K 0.02% +115 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 loaded; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $60.4K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $59K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $58.7K 0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares 932 $58.4K 0.01% new Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares 1,026 $54K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $53.9K 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $53.7K 0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 1,157 shares 1,157 $52.7K 0.01% -3,610 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153 $52.5K 0.01% new Timeline AAXJ 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 loaded; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $52.4K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $51.6K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $48.4K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $48K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $47.5K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $46.3K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $45.6K 0.01% new 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: not loaded; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: not reported; 2026Q1: 357 shares 357 $44.4K 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $44.3K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $43.9K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $42.5K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $42.4K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $41.2K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $39.9K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $39.6K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $39.1K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $38.7K 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: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 2,080 shares 2,080 $38K 0.01% +319 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $37.9K 0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares 262 $37.7K 0.01% new Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $35.8K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $35.3K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177 shares 177 $34.8K 0.01% new Timeline FHTX FOGHORN THERAPEUTICS INC More: the full row for FOGHORN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $33.9K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $33.8K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 165 shares; 2025Q2: 105 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $33.7K 0.01% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $33.4K 0.01% 0 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: not loaded; 2024Q4: 713 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 477 shares 477 $33.3K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $33.1K 0.01% new 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: not loaded; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 417 shares; 2025Q4: 362 shares; 2026Q1: 322 shares 322 $33.1K 0.01% -40 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $32.9K 0.01% 0 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: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $32.6K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $32.3K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $31.7K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $31.6K 0.01% 0 Timeline PID 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares 1,408 $31.3K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $31K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $30.3K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $30.3K 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: not loaded; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $29.6K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $28.7K 0.01% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $28.2K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $27.9K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,018 shares; 2025Q1: 866 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $25.7K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $24.6K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $23.9K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $23.4K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $22.8K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $22.6K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares 71 $22.6K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $22.1K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $21.3K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $21K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $20.9K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $20.1K <0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $18.9K <0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 61 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $18.6K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $18.2K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $16.7K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $16.7K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16.5K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $16.2K <0.01% 0 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: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 204 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $15.8K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,289 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares 1,289 $15.5K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.9K <0.01% 0 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: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $14.4K <0.01% 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: not loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $14.2K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $14.2K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $13.9K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 572 shares; 2025Q2: 267 shares; 2025Q3: 452 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $13.7K <0.01% 0 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: not loaded; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $13.5K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $13.3K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $13.1K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $13.1K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $13K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 87 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $12.4K <0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 2,823 shares; 2025Q3: 2,823 shares; 2025Q4: 2,823 shares; 2026Q1: 2,823 shares 2,823 $12.4K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $12.3K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $12.3K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,211 shares; 2025Q1: 3,873 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $12.1K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $11.9K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $11.5K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $11.5K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $11.2K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $11K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $11K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $10.7K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $10.4K <0.01% 0 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: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $10.4K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $10.3K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $10.1K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $9.95K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $9.92K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $9.72K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.48K <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $9.08K <0.01% 0 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: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $8.71K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $8.46K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $8.31K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $8.27K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $7.87K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $7.86K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $7.8K <0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $7.53K <0.01% 0 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: not loaded; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $7.38K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $7.01K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares 56 $6.29K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $6.19K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $5.86K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 693 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $5.47K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $5.45K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $4.9K <0.01% 0 Timeline VWOB 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: not loaded; 2024Q4: 114 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $4.86K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $4.36K <0.01% 0 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: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.02K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.93K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $3.91K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $3.9K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $3.83K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $3.55K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.51K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $3.27K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $3.22K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $3.17K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.93K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.55K <0.01% 0 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $2.53K <0.01% 0 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: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.31K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.3K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $2.15K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $2.13K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.07K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $1.98K <0.01% 0 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 loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $1.72K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.51K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37 $1.37K <0.01% new Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $228 <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $130 <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $49 <0.01% new Timeline