GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775,453 shares; 2024Q4: 789,615 shares; 2025Q1: 819,459 shares; 2025Q2: 852,241 shares; 2025Q3: 861,151 shares; 2025Q4: 830,563 shares; 2026Q1: 847,450 shares 847,450 $106M 11.89% +16,887 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415,358 shares; 2024Q4: 1,511,904 shares; 2025Q1: 1,633,867 shares; 2025Q2: 1,636,336 shares; 2025Q3: 1,696,259 shares; 2025Q4: 1,664,646 shares; 2026Q1: 1,694,569 shares 1,694,569 $66M 7.4% +29,923 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780,750 shares; 2024Q4: 796,999 shares; 2025Q1: 831,001 shares; 2025Q2: 870,301 shares; 2025Q3: 891,463 shares; 2025Q4: 885,460 shares; 2026Q1: 892,828 shares 892,828 $59.9M 6.72% +7,368 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: 1,156,918 shares; 2024Q4: 1,213,397 shares; 2025Q1: 1,284,016 shares; 2025Q2: 1,288,458 shares; 2025Q3: 1,323,264 shares; 2025Q4: 1,331,851 shares; 2026Q1: 1,367,022 shares 1,367,022 $59M 6.61% +35,171 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,327 shares; 2024Q4: 821,463 shares; 2025Q1: 2,128,204 shares; 2025Q2: 2,255,724 shares; 2025Q3: 2,289,295 shares; 2025Q4: 2,200,040 shares; 2026Q1: 2,234,687 shares 2,234,687 $57.3M 6.43% +34,647 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 reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726,176 shares 1,726,176 $52.6M 5.91% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,606 shares; 2024Q4: 107,969 shares; 2025Q1: 123,727 shares; 2025Q2: 118,438 shares; 2025Q3: 121,190 shares; 2025Q4: 116,015 shares; 2026Q1: 116,424 shares 116,424 $41.5M 4.66% +409 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: 415,606 shares; 2024Q4: 505,855 shares; 2025Q1: 524,419 shares; 2025Q2: 472,407 shares; 2025Q3: 483,564 shares; 2025Q4: 513,784 shares; 2026Q1: 541,119 shares 541,119 $39.8M 4.47% +27,335 Timeline SMLF 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: 473,239 shares; 2024Q4: 480,917 shares; 2025Q1: 501,022 shares; 2025Q2: 520,851 shares; 2025Q3: 530,408 shares; 2025Q4: 517,140 shares; 2026Q1: 523,190 shares 523,190 $39.5M 4.43% +6,050 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: 451,519 shares; 2024Q4: 328,811 shares; 2025Q1: 361,111 shares; 2025Q2: 366,570 shares; 2025Q3: 365,041 shares; 2025Q4: 495,309 shares; 2026Q1: 485,232 shares 485,232 $33.8M 3.8% -10,077 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 709 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 128,314 shares 128,314 $33.6M 3.77% +128,206 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: 128,078 shares; 2024Q4: 131,222 shares; 2025Q1: 136,161 shares; 2025Q2: 137,178 shares; 2025Q3: 140,062 shares; 2025Q4: 140,571 shares; 2026Q1: 142,132 shares 142,132 $27.9M 3.13% +1,561 Timeline BWZ 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: 723,868 shares; 2024Q4: 13,987 shares; 2025Q1: 780,670 shares; 2025Q2: 793,995 shares; 2025Q3: 809,563 shares; 2025Q4: 864,501 shares; 2026Q1: 915,870 shares 915,870 $24.7M 2.77% +51,369 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,948 shares; 2024Q4: 748,544 shares; 2025Q1: 723,599 shares; 2025Q2: 1,094,909 shares; 2025Q3: 655,090 shares; 2025Q4: 613,494 shares; 2026Q1: 965,577 shares 965,577 $23.9M 2.68% +352,083 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,547 shares; 2024Q4: 471,524 shares; 2025Q1: 479,049 shares; 2025Q2: 314,012 shares; 2025Q3: 321,392 shares; 2025Q4: 339,541 shares; 2026Q1: 365,832 shares 365,832 $18.5M 2.08% +26,291 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: 30,540 shares; 2024Q4: 30,925 shares; 2025Q1: 32,776 shares; 2025Q2: 33,747 shares; 2025Q3: 34,824 shares; 2025Q4: 33,671 shares; 2026Q1: 35,083 shares 35,083 $10.1M 1.13% +1,412 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,762 shares; 2024Q4: 116,850 shares; 2025Q1: 130,616 shares; 2025Q2: 134,168 shares; 2025Q3: 136,430 shares; 2025Q4: 129,779 shares; 2026Q1: 129,012 shares 129,012 $9.69M 1.09% -767 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,900 shares 163,900 $9.27M 1.04% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,599 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,607 shares 145,607 $9.04M 1.01% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,584 shares; 2024Q4: 197,302 shares; 2025Q1: 191,441 shares; 2025Q2: 181,823 shares; 2025Q3: 176,344 shares; 2025Q4: 171,463 shares; 2026Q1: 168,663 shares 168,663 $7.77M 0.87% -2,800 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,193 shares; 2024Q4: 110,044 shares; 2025Q1: 117,048 shares; 2025Q2: 114,398 shares; 2025Q3: 120,596 shares; 2025Q4: 133,130 shares; 2026Q1: 144,846 shares 144,846 $6.93M 0.78% +11,716 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: 23,068 shares; 2024Q4: 22,691 shares; 2025Q1: 22,401 shares; 2025Q2: 20,732 shares; 2025Q3: 25,630 shares; 2025Q4: 25,560 shares; 2026Q1: 25,748 shares 25,748 $6.53M 0.73% +188 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: 20,689 shares; 2024Q4: 22,950 shares; 2025Q1: 22,855 shares; 2025Q2: 28,016 shares; 2025Q3: 31,670 shares; 2025Q4: 32,070 shares; 2026Q1: 36,010 shares 36,010 $6.28M 0.7% +3,940 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,993 shares; 2024Q4: 6,793 shares; 2025Q1: 6,793 shares; 2025Q2: 6,793 shares; 2025Q3: 6,793 shares; 2025Q4: 101,484 shares; 2026Q1: 140,921 shares 140,921 $5.19M 0.58% +39,437 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,240 shares; 2024Q4: 43,128 shares; 2025Q1: 64,725 shares; 2025Q2: 63,306 shares; 2025Q3: 62,925 shares; 2025Q4: 63,307 shares; 2026Q1: 67,907 shares 67,907 $4.34M 0.49% +4,600 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: 27,322 shares; 2024Q4: 27,097 shares; 2025Q1: 26,828 shares; 2025Q2: 26,434 shares; 2025Q3: 24,828 shares; 2025Q4: 24,833 shares; 2026Q1: 21,044 shares 21,044 $3.57M 0.4% -3,789 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: 10,699 shares; 2024Q4: 11,049 shares; 2025Q1: 11,116 shares; 2025Q2: 11,239 shares; 2025Q3: 11,277 shares; 2025Q4: 11,272 shares; 2026Q1: 11,503 shares 11,503 $3.38M 0.38% +231 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: 13,537 shares; 2024Q4: 14,155 shares; 2025Q1: 26,059 shares; 2025Q2: 3,572 shares; 2025Q3: 18,746 shares; 2025Q4: 18,794 shares; 2026Q1: 5,028 shares 5,028 $3.28M 0.37% -13,766 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: 8,917 shares; 2024Q4: 9,030 shares; 2025Q1: 8,815 shares; 2025Q2: 9,299 shares; 2025Q3: 11,236 shares; 2025Q4: 11,804 shares; 2026Q1: 11,688 shares 11,688 $2.43M 0.27% -116 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: 5,769 shares; 2024Q4: 5,847 shares; 2025Q1: 5,549 shares; 2025Q2: 6,086 shares; 2025Q3: 6,393 shares; 2025Q4: 6,306 shares; 2026Q1: 6,420 shares 6,420 $2.38M 0.27% +114 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,963 shares; 2025Q4: 90,963 shares; 2026Q1: 87,534 shares 87,534 $2.36M 0.26% -3,429 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,424 shares 57,424 $2.26M 0.25% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,923 shares; 2024Q4: 89,900 shares; 2025Q1: 85,595 shares; 2025Q2: 84,005 shares; 2025Q3: 83,791 shares; 2025Q4: 83,791 shares; 2026Q1: 83,791 shares 83,791 $2.26M 0.25% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,994 shares 11,994 $2.21M 0.25% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 20,496 shares; 2025Q2: 26,951 shares; 2025Q3: 24,489 shares; 2025Q4: 23,546 shares; 2026Q1: 18,354 shares 18,354 $2.2M 0.25% -5,192 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,630 shares; 2024Q4: 106,627 shares; 2025Q1: 103,469 shares; 2025Q2: 97,836 shares; 2025Q3: 90,227 shares; 2025Q4: 86,079 shares; 2026Q1: 85,074 shares 85,074 $2.14M 0.24% -1,005 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,034 shares 20,034 $2.13M 0.24% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,386 shares 24,386 $2.11M 0.24% new 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: 6,171 shares; 2024Q4: 6,678 shares; 2025Q1: 7,268 shares; 2025Q2: 6,936 shares; 2025Q3: 5,927 shares; 2025Q4: 5,943 shares; 2026Q1: 6,171 shares 6,171 $1.91M 0.21% +228 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,316 shares; 2025Q1: 1,506 shares; 2025Q2: 3,268 shares; 2025Q3: 4,599 shares; 2025Q4: 4,382 shares; 2026Q1: 4,387 shares 4,387 $1.89M 0.21% +5 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,457 shares; 2025Q4: 10,246 shares; 2026Q1: 9,959 shares 9,959 $1.87M 0.21% -287 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: 4,496 shares; 2024Q4: 3,998 shares; 2025Q1: 4,016 shares; 2025Q2: 4,626 shares; 2025Q3: 4,529 shares; 2025Q4: 4,825 shares; 2026Q1: 4,868 shares 4,868 $1.81M 0.2% +43 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 8,451 shares; 2025Q1: 15,471 shares; 2025Q2: 16,971 shares; 2025Q3: 17,221 shares; 2025Q4: 16,221 shares; 2026Q1: 16,221 shares 16,221 $1.79M 0.2% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 8,369 shares; 2025Q4: 8,332 shares; 2026Q1: 8,072 shares 8,072 $1.77M 0.2% -260 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 1,199 shares; 2025Q4: 1,210 shares; 2026Q1: 91,087 shares 91,087 $1.76M 0.2% +89,877 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 220,435 shares; 2025Q1: 14,062 shares; 2025Q2: 18,817 shares; 2025Q3: 18,548 shares; 2025Q4: 18,387 shares; 2026Q1: 18,386 shares 18,386 $1.68M 0.19% -1 Timeline PBW 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 51,496 shares; 2026Q1: 50,997 shares 50,997 $1.61M 0.18% -499 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: 4,555 shares; 2024Q4: 4,613 shares; 2025Q1: 4,362 shares; 2025Q2: 5,187 shares; 2025Q3: 5,206 shares; 2025Q4: 5,351 shares; 2026Q1: 5,490 shares 5,490 $1.58M 0.18% +139 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: 6,438 shares; 2024Q4: 7,514 shares; 2025Q1: 7,602 shares; 2025Q2: 7,095 shares; 2025Q3: 7,349 shares; 2025Q4: 6,936 shares; 2026Q1: 7,073 shares 7,073 $1.46M 0.16% +137 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,375 shares 15,375 $1.45M 0.16% 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: 6,462 shares; 2024Q4: 6,446 shares; 2025Q1: 5,589 shares; 2025Q2: 5,542 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 7,174 shares 7,174 $1.42M 0.16% +313 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: 7,586 shares; 2024Q4: 8,259 shares; 2025Q1: 8,344 shares; 2025Q2: 7,810 shares; 2025Q3: 8,038 shares; 2025Q4: 8,099 shares; 2026Q1: 8,193 shares 8,193 $1.35M 0.15% +94 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,516 shares; 2025Q1: 6,092 shares; 2025Q2: 5,555 shares; 2025Q3: 5,566 shares; 2025Q4: 5,551 shares; 2026Q1: 6,021 shares 6,021 $1.31M 0.15% +470 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: 7,301 shares; 2024Q4: 8,199 shares; 2025Q1: 8,388 shares; 2025Q2: 7,948 shares; 2025Q3: 7,965 shares; 2025Q4: 9,498 shares; 2026Q1: 9,516 shares 9,516 $1.25M 0.14% +18 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 18,759 shares; 2025Q1: 19,159 shares; 2025Q2: 19,770 shares; 2025Q3: 20,270 shares; 2025Q4: 20,698 shares; 2026Q1: 20,798 shares 20,798 $1.23M 0.14% +100 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: 80,234 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 644 shares; 2025Q3: 510 shares; 2025Q4: 22,373 shares; 2026Q1: 22,373 shares 22,373 $1.21M 0.14% 0 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: 2,032 shares; 2024Q4: 1,959 shares; 2025Q1: 2,023 shares; 2025Q2: 2,040 shares; 2025Q3: 2,093 shares; 2025Q4: 2,080 shares; 2026Q1: 2,078 shares 2,078 $1.19M 0.13% -2 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: 13,340 shares; 2024Q4: 15,600 shares; 2025Q1: 15,888 shares; 2025Q2: 15,294 shares; 2025Q3: 15,105 shares; 2025Q4: 14,079 shares; 2026Q1: 14,205 shares 14,205 $1.17M 0.13% +126 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,479 shares; 2024Q4: 23,464 shares; 2025Q1: 23,416 shares; 2025Q2: 22,156 shares; 2025Q3: 22,542 shares; 2025Q4: 22,417 shares; 2026Q1: 21,917 shares 21,917 $1.16M 0.13% -500 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: 3,769 shares; 2024Q4: 3,860 shares; 2025Q1: 3,743 shares; 2025Q2: 3,920 shares; 2025Q3: 3,926 shares; 2025Q4: 3,887 shares; 2026Q1: 4,018 shares 4,018 $1.15M 0.13% +131 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,174 shares; 2025Q3: 16,115 shares; 2025Q4: not reported; 2026Q1: 17,293 shares 17,293 $1.08M 0.12% new 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: 9,852 shares; 2024Q4: 10,682 shares; 2025Q1: 11,098 shares; 2025Q2: 11,809 shares; 2025Q3: 11,728 shares; 2025Q4: 11,766 shares; 2026Q1: 13,566 shares 13,566 $1.05M 0.12% +1,800 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: 1,417 shares; 2024Q4: 1,433 shares; 2025Q1: 1,420 shares; 2025Q2: 6,151 shares; 2025Q3: 6,348 shares; 2025Q4: 6,384 shares; 2026Q1: 6,469 shares 6,469 $1.03M 0.12% +85 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 7,276 shares; 2025Q1: 7,484 shares; 2025Q2: 7,063 shares; 2025Q3: 7,112 shares; 2025Q4: 7,104 shares; 2026Q1: 7,361 shares 7,361 $1.03M 0.12% +257 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,609 shares; 2025Q4: 13,395 shares; 2026Q1: 13,446 shares 13,446 $1000K 0.11% +51 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,766 shares; 2025Q1: 1,809 shares; 2025Q2: 1,704 shares; 2025Q3: 1,720 shares; 2025Q4: 1,732 shares; 2026Q1: 1,758 shares 1,758 $946K 0.11% +26 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 9,506 shares; 2025Q1: 10,306 shares; 2025Q2: 10,806 shares; 2025Q3: 9,421 shares; 2025Q4: 9,346 shares; 2026Q1: 9,346 shares 9,346 $940K 0.11% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 11,450 shares; 2025Q1: 11,664 shares; 2025Q2: 11,121 shares; 2025Q3: 11,087 shares; 2025Q4: 11,167 shares; 2026Q1: 11,712 shares 11,712 $897K 0.1% +545 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: 2,645 shares; 2024Q4: 2,691 shares; 2025Q1: 2,574 shares; 2025Q2: 2,418 shares; 2025Q3: 2,474 shares; 2025Q4: 2,166 shares; 2026Q1: 1,860 shares 1,860 $891K 0.1% -306 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: 4,691 shares; 2024Q4: 5,063 shares; 2025Q1: 5,217 shares; 2025Q2: 4,814 shares; 2025Q3: 4,693 shares; 2025Q4: 4,598 shares; 2026Q1: 4,518 shares 4,518 $877K 0.1% -80 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: 868 shares; 2024Q4: 737 shares; 2025Q1: 917 shares; 2025Q2: 849 shares; 2025Q3: 1,384 shares; 2025Q4: 2,702 shares; 2026Q1: 3,542 shares 3,542 $866K 0.1% +840 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: 5,232 shares; 2024Q4: 5,244 shares; 2025Q1: 4,877 shares; 2025Q2: 4,598 shares; 2025Q3: 4,482 shares; 2025Q4: 6,812 shares; 2026Q1: 6,776 shares 6,776 $844K 0.09% -36 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,023 shares; 2025Q1: 974 shares; 2025Q2: 979 shares; 2025Q3: 938 shares; 2025Q4: 946 shares; 2026Q1: 909 shares 909 $836K 0.09% -37 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 6,270 shares; 2025Q1: 6,426 shares; 2025Q2: 6,100 shares; 2025Q3: 6,130 shares; 2025Q4: 6,116 shares; 2026Q1: 6,182 shares 6,182 $809K 0.09% +66 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: 5,871 shares; 2024Q4: 6,380 shares; 2025Q1: 6,319 shares; 2025Q2: 6,203 shares; 2025Q3: 6,228 shares; 2025Q4: 5,789 shares; 2026Q1: 6,057 shares 6,057 $800K 0.09% +268 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,501 shares; 2024Q4: 76,830 shares; 2025Q1: 62,408 shares; 2025Q2: 63,881 shares; 2025Q3: 63,443 shares; 2025Q4: 64,619 shares; 2026Q1: 64,619 shares 64,619 $752K 0.08% 0 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: 1,819 shares; 2024Q4: 1,770 shares; 2025Q1: 1,695 shares; 2025Q2: 1,688 shares; 2025Q3: 1,678 shares; 2025Q4: 1,609 shares; 2026Q1: 1,592 shares 1,592 $734K 0.08% -17 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: 2,121 shares; 2024Q4: 2,296 shares; 2025Q1: 2,344 shares; 2025Q2: 2,218 shares; 2025Q3: 2,233 shares; 2025Q4: 2,241 shares; 2026Q1: 2,211 shares 2,211 $727K 0.08% -30 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: 1,364 shares; 2024Q4: 1,479 shares; 2025Q1: 1,249 shares; 2025Q2: 1,208 shares; 2025Q3: 1,212 shares; 2025Q4: 1,175 shares; 2026Q1: 1,194 shares 1,194 $722K 0.08% +19 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 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: 3,699 shares; 2024Q4: 4,139 shares; 2025Q1: 4,283 shares; 2025Q2: 4,053 shares; 2025Q3: 4,070 shares; 2025Q4: 4,073 shares; 2026Q1: 4,134 shares 4,134 $690K 0.08% +61 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 7,187 shares; 2025Q1: 7,331 shares; 2025Q2: 6,870 shares; 2025Q3: 6,912 shares; 2025Q4: 6,902 shares; 2026Q1: 7,000 shares 7,000 $685K 0.08% +98 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: 2,112 shares; 2024Q4: 2,117 shares; 2025Q1: 2,115 shares; 2025Q2: 2,111 shares; 2025Q3: 2,113 shares; 2025Q4: 2,109 shares; 2026Q1: 2,107 shares 2,107 $675K 0.08% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 7,281 shares; 2025Q1: 7,705 shares; 2025Q2: 9,192 shares; 2025Q3: 14,728 shares; 2025Q4: 15,028 shares; 2026Q1: 17,518 shares 17,518 $673K 0.08% +2,490 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,624 shares; 2025Q1: 2,687 shares; 2025Q2: 2,565 shares; 2025Q3: 2,585 shares; 2025Q4: 2,581 shares; 2026Q1: 2,605 shares 2,605 $644K 0.07% +24 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: 490 shares; 2024Q4: 491 shares; 2025Q1: 477 shares; 2025Q2: 544 shares; 2025Q3: 786 shares; 2025Q4: 712 shares; 2026Q1: 642 shares 642 $640K 0.07% -70 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: 700 shares; 2024Q4: 682 shares; 2025Q1: 753 shares; 2025Q2: 6,142 shares; 2025Q3: 6,090 shares; 2025Q4: 5,685 shares; 2026Q1: 6,111 shares 6,111 $627K 0.07% +426 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,323 shares; 2025Q1: 1,490 shares; 2025Q2: 2,580 shares; 2025Q3: 5,570 shares; 2025Q4: 5,081 shares; 2026Q1: 3,062 shares 3,062 $623K 0.07% -2,019 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: 4,147 shares; 2024Q4: 4,187 shares; 2025Q1: 4,337 shares; 2025Q2: 4,086 shares; 2025Q3: 4,055 shares; 2025Q4: 3,884 shares; 2026Q1: 4,103 shares 4,103 $593K 0.07% +219 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: 2,116 shares; 2024Q4: 2,207 shares; 2025Q1: 2,224 shares; 2025Q2: 803 shares; 2025Q3: 886 shares; 2025Q4: 902 shares; 2026Q1: 2,190 shares 2,190 $593K 0.07% +1,288 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: 10,606 shares; 2024Q4: 11,411 shares; 2025Q1: 11,484 shares; 2025Q2: 11,185 shares; 2025Q3: 11,337 shares; 2025Q4: 12,062 shares; 2026Q1: 12,067 shares 12,067 $588K 0.07% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,780 shares; 2025Q1: 2,863 shares; 2025Q2: 2,772 shares; 2025Q3: 2,788 shares; 2025Q4: 2,781 shares; 2026Q1: 2,822 shares 2,822 $587K 0.07% +41 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 810 shares; 2025Q1: 821 shares; 2025Q2: 1,362 shares; 2025Q3: 1,367 shares; 2025Q4: 2,284 shares; 2026Q1: 2,327 shares 2,327 $565K 0.06% +43 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,643 shares; 2025Q1: 3,947 shares; 2025Q2: 3,631 shares; 2025Q3: 2,386 shares; 2025Q4: 2,566 shares; 2026Q1: 2,631 shares 2,631 $563K 0.06% +65 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: 654 shares; 2024Q4: 689 shares; 2025Q1: 747 shares; 2025Q2: 689 shares; 2025Q3: 691 shares; 2025Q4: 2,335 shares; 2026Q1: 2,307 shares 2,307 $559K 0.06% -28 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: 773 shares; 2024Q4: 4,869 shares; 2025Q1: 5,033 shares; 2025Q2: 6,273 shares; 2025Q3: 6,305 shares; 2025Q4: 6,111 shares; 2026Q1: 6,192 shares 6,192 $555K 0.06% +81 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 5,434 shares; 2025Q1: 5,574 shares; 2025Q2: 5,240 shares; 2025Q3: 5,273 shares; 2025Q4: 5,265 shares; 2026Q1: 5,337 shares 5,337 $550K 0.06% +72 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,430 shares; 2025Q1: 1,464 shares; 2025Q2: 1,393 shares; 2025Q3: 1,407 shares; 2025Q4: 1,535 shares; 2026Q1: 1,560 shares 1,560 $549K 0.06% +25 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 4,097 shares; 2025Q3: 3,936 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares 3,936 $548K 0.06% 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 reported; 2024Q4: 438 shares; 2025Q1: 451 shares; 2025Q2: 429 shares; 2025Q3: 431 shares; 2025Q4: 545 shares; 2026Q1: 554 shares 554 $533K 0.06% +9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 6,262 shares; 2025Q1: 6,460 shares; 2025Q2: 6,377 shares; 2025Q3: 7,876 shares; 2025Q4: 7,767 shares; 2026Q1: 6,034 shares 6,034 $527K 0.06% -1,733 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 6,502 shares; 2025Q1: 6,258 shares; 2025Q2: 6,233 shares; 2025Q3: 6,418 shares; 2025Q4: 6,437 shares; 2026Q1: 6,957 shares 6,957 $506K 0.06% +520 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: 536 shares; 2024Q4: 538 shares; 2025Q1: 547 shares; 2025Q2: 510 shares; 2025Q3: 521 shares; 2025Q4: 514 shares; 2026Q1: 1,012 shares 1,012 $502K 0.06% +498 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 198 shares; 2025Q1: 161 shares; 2025Q2: 1,362 shares; 2025Q3: 2,174 shares; 2025Q4: 2,151 shares; 2026Q1: 1,804 shares 1,804 $501K 0.06% -347 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: 30 shares; 2024Q4: 34 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 1,154 shares; 2025Q4: 1,621 shares; 2026Q1: 1,647 shares 1,647 $486K 0.05% +26 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 630 shares; 2025Q1: 652 shares; 2025Q2: 613 shares; 2025Q3: 617 shares; 2025Q4: 620 shares; 2026Q1: 795 shares 795 $468K 0.05% +175 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,605 shares; 2025Q1: 1,660 shares; 2025Q2: 1,546 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,580 shares 1,580 $459K 0.05% +25 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: 301 shares; 2024Q4: 305 shares; 2025Q1: 291 shares; 2025Q2: 283 shares; 2025Q3: 438 shares; 2025Q4: 4,492 shares; 2026Q1: 4,743 shares 4,743 $456K 0.05% +251 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,306 shares; 2025Q1: 2,871 shares; 2025Q2: 2,940 shares; 2025Q3: 2,932 shares; 2025Q4: 2,965 shares; 2026Q1: 3,098 shares 3,098 $456K 0.05% +133 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,027 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares 8,396 $454K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,824 shares; 2025Q1: 3,437 shares; 2025Q2: 3,744 shares; 2025Q3: 3,791 shares; 2025Q4: 3,704 shares; 2026Q1: 3,734 shares 3,734 $452K 0.05% +30 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,861 shares; 2025Q1: 2,761 shares; 2025Q2: 3,004 shares; 2025Q3: 3,014 shares; 2025Q4: 2,714 shares; 2026Q1: 2,704 shares 2,704 $444K 0.05% -10 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: 6,107 shares; 2024Q4: 5,973 shares; 2025Q1: 5,413 shares; 2025Q2: 5,354 shares; 2025Q3: 5,231 shares; 2025Q4: 4,896 shares; 2026Q1: 4,834 shares 4,834 $438K 0.05% -62 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: 3,884 shares; 2024Q4: 3,779 shares; 2025Q1: 4,009 shares; 2025Q2: 4,028 shares; 2025Q3: 4,053 shares; 2025Q4: 4,796 shares; 2026Q1: 4,663 shares 4,663 $434K 0.05% -133 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 404 shares; 2025Q1: 395 shares; 2025Q2: 399 shares; 2025Q3: 400 shares; 2025Q4: 1,205 shares; 2026Q1: 906 shares 906 $430K 0.05% -299 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 53 shares; 2025Q1: 87 shares; 2025Q2: 4,804 shares; 2025Q3: 4,744 shares; 2025Q4: 4,419 shares; 2026Q1: 4,357 shares 4,357 $423K 0.05% -62 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,074 shares 1,074 $417K 0.05% +4 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: 848 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 494 shares; 2025Q3: 5,498 shares; 2025Q4: 5,506 shares; 2026Q1: 5,688 shares 5,688 $414K 0.05% +182 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: 504 shares; 2024Q4: 511 shares; 2025Q1: 520 shares; 2025Q2: 563 shares; 2025Q3: 816 shares; 2025Q4: 825 shares; 2026Q1: 826 shares 826 $413K 0.05% +1 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: 1,037 shares; 2024Q4: 900 shares; 2025Q1: 863 shares; 2025Q2: 1,024 shares; 2025Q3: 955 shares; 2025Q4: 1,020 shares; 2026Q1: 1,181 shares 1,181 $400K 0.04% +161 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,947 shares; 2025Q1: 5,126 shares; 2025Q2: 4,792 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares; 2026Q1: 4,948 shares 4,948 $372K 0.04% +61 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,746 shares; 2024Q4: 1,834,971 shares; 2025Q1: 1,902,447 shares; 2025Q2: 1,985,739 shares; 2025Q3: 1,997,526 shares; 2025Q4: 1,832,835 shares; 2026Q1: 12,639 shares 12,639 $368K 0.04% -1,820,196 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: 903 shares; 2024Q4: 883 shares; 2025Q1: 891 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 839 shares; 2026Q1: 845 shares 845 $368K 0.04% +6 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 316 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 1,848 shares 1,848 $365K 0.04% +1,523 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: 912 shares; 2024Q4: 892 shares; 2025Q1: 916 shares; 2025Q2: 911 shares; 2025Q3: 904 shares; 2025Q4: 993 shares; 2026Q1: 1,018 shares 1,018 $348K 0.04% +25 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: not reported; 2026Q1: 7,480 shares 7,480 $347K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 335 shares; 2025Q1: 791 shares; 2025Q2: 1,143 shares; 2025Q3: 1,165 shares; 2025Q4: 1,204 shares; 2026Q1: 1,214 shares 1,214 $345K 0.04% +10 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 798 shares; 2025Q1: 809 shares; 2025Q2: 806 shares; 2025Q3: 813 shares; 2025Q4: 823 shares; 2026Q1: 826 shares 826 $344K 0.04% +3 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: 30 shares; 2024Q4: 36 shares; 2025Q1: 63 shares; 2025Q2: 47 shares; 2025Q3: 44 shares; 2025Q4: 2,261 shares; 2026Q1: 2,301 shares 2,301 $334K 0.04% +40 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 4,016 shares; 2025Q1: 3,693 shares; 2025Q2: 3,357 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares; 2026Q1: 3,331 shares 3,331 $331K 0.04% -25 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares 2,236 $323K 0.04% 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: 15,335 shares; 2024Q4: 16,515 shares; 2025Q1: 16,851 shares; 2025Q2: 5,810 shares; 2025Q3: 6,196 shares; 2025Q4: 6,200 shares; 2026Q1: 6,203 shares 6,203 $321K 0.04% +3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 241 shares; 2025Q2: 1,841 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,815 shares 1,815 $315K 0.04% +27 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,467 shares; 2026Q1: 1,487 shares 1,487 $311K 0.03% +20 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: 2,735 shares; 2024Q4: 2,636 shares; 2025Q1: 2,716 shares; 2025Q2: 3,103 shares; 2025Q3: 3,203 shares; 2025Q4: 3,098 shares; 2026Q1: 3,287 shares 3,287 $309K 0.03% +189 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: 2,809 shares; 2024Q4: 3,160 shares; 2025Q1: 3,287 shares; 2025Q2: 3,078 shares; 2025Q3: 3,098 shares; 2025Q4: 3,087 shares; 2026Q1: 3,112 shares 3,112 $304K 0.03% +25 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: 203 shares; 2024Q4: 200 shares; 2025Q1: 206 shares; 2025Q2: 214 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 225 shares 225 $297K 0.03% +9 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: 1,099 shares; 2024Q4: 1,218 shares; 2025Q1: 1,245 shares; 2025Q2: 1,105 shares; 2025Q3: 69 shares; 2025Q4: 91 shares; 2026Q1: 1,480 shares 1,480 $293K 0.03% +1,389 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $285K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,325 shares; 2025Q2: 1,415 shares; 2025Q3: 1,422 shares; 2025Q4: 1,647 shares; 2026Q1: 1,557 shares 1,557 $284K 0.03% -90 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: 900 shares; 2024Q4: 907 shares; 2025Q1: 938 shares; 2025Q2: 821 shares; 2025Q3: 828 shares; 2025Q4: 851 shares; 2026Q1: 842 shares 842 $275K 0.03% -9 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: 377 shares; 2024Q4: 396 shares; 2025Q1: 479 shares; 2025Q2: 471 shares; 2025Q3: 753 shares; 2025Q4: 744 shares; 2026Q1: 781 shares 781 $264K 0.03% +37 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $264K 0.03% 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: 1,003 shares; 2024Q4: 1,039 shares; 2025Q1: 1,029 shares; 2025Q2: 949 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 822 shares 822 $262K 0.03% -135 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: 864 shares; 2024Q4: 835 shares; 2025Q1: 846 shares; 2025Q2: 819 shares; 2025Q3: 830 shares; 2025Q4: 840 shares; 2026Q1: 862 shares 862 $261K 0.03% +22 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: 437 shares; 2024Q4: 459 shares; 2025Q1: 481 shares; 2025Q2: 669 shares; 2025Q3: 5,979 shares; 2025Q4: 5,725 shares; 2026Q1: 5,502 shares 5,502 $249K 0.03% -223 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 795 shares; 2025Q1: 664 shares; 2025Q2: 790 shares; 2025Q3: 721 shares; 2025Q4: 767 shares; 2026Q1: 1,248 shares 1,248 $248K 0.03% +481 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: 3,066 shares; 2025Q1: 3,157 shares; 2025Q2: 2,963 shares; 2025Q3: 2,982 shares; 2025Q4: 2,983 shares; 2026Q1: 3,022 shares 3,022 $240K 0.03% +39 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: 2,965 shares; 2024Q4: 1,558 shares; 2025Q1: 1,579 shares; 2025Q2: 1,349 shares; 2025Q3: 1,407 shares; 2025Q4: 1,510 shares; 2026Q1: 1,529 shares 1,529 $237K 0.03% +19 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: 694 shares; 2024Q4: 1,388 shares; 2025Q1: 1,499 shares; 2025Q2: 1,444 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,444 shares 1,444 $232K 0.03% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 270 shares; 2025Q1: 268 shares; 2025Q2: 239 shares; 2025Q3: 245 shares; 2025Q4: 253 shares; 2026Q1: 256 shares 256 $229K 0.03% +3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 669 shares; 2025Q1: 661 shares; 2025Q2: 665 shares; 2025Q3: 888 shares; 2025Q4: 838 shares; 2026Q1: 820 shares 820 $219K 0.02% -18 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: 865 shares; 2024Q4: 849 shares; 2025Q1: 835 shares; 2025Q2: 837 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 837 shares 837 $204K 0.02% +1 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,036 shares; 2025Q2: 957 shares; 2025Q3: 5,382 shares; 2025Q4: 5,674 shares; 2026Q1: 5,674 shares 5,674 $187K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,693 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares 4,939 $187K 0.02% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 629 shares 629 $186K 0.02% -114 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 477 shares 477 $183K 0.02% +364 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 67 shares; 2025Q1: 2,185 shares; 2025Q2: 3,037 shares; 2025Q3: 3,271 shares; 2025Q4: 2,846 shares; 2026Q1: 2,541 shares 2,541 $183K 0.02% -305 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: 454 shares; 2024Q4: 465 shares; 2025Q1: 584 shares; 2025Q2: 540 shares; 2025Q3: 549 shares; 2025Q4: 536 shares; 2026Q1: 540 shares 540 $178K 0.02% +4 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,333 shares; 2025Q1: 7,824 shares; 2025Q2: 7,649 shares; 2025Q3: 6,545 shares; 2025Q4: 5,463 shares; 2026Q1: 5,991 shares 5,991 $174K 0.02% +528 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 242 shares; 2025Q2: 219 shares; 2025Q3: 227 shares; 2025Q4: 235 shares; 2026Q1: 238 shares 238 $173K 0.02% +3 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: 64 shares; 2024Q4: 81 shares; 2025Q1: 77 shares; 2025Q2: 283 shares; 2025Q3: 287 shares; 2025Q4: 299 shares; 2026Q1: 301 shares 301 $170K 0.02% +2 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,722 shares; 2025Q1: 1,778 shares; 2025Q2: 1,835 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $170K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 543 shares; 2025Q1: 932 shares; 2025Q2: 1,054 shares; 2025Q3: 996 shares; 2025Q4: 1,140 shares; 2026Q1: 1,156 shares 1,156 $169K 0.02% +16 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: 54,970 shares; 2024Q4: 56,760 shares; 2025Q1: 59,166 shares; 2025Q2: 62,366 shares; 2025Q3: 63,915 shares; 2025Q4: 62,122 shares; 2026Q1: 282 shares 282 $168K 0.02% -61,840 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: 118 shares; 2024Q4: 115 shares; 2025Q1: 108 shares; 2025Q2: 104 shares; 2025Q3: 112 shares; 2025Q4: 461 shares; 2026Q1: 465 shares 465 $166K 0.02% +4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 822 shares; 2025Q1: 829 shares; 2025Q2: 859 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $164K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $164K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 700 shares; 2026Q1: 652 shares 652 $162K 0.02% -48 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 38 shares; 2025Q2: 570 shares; 2025Q3: 1,646 shares; 2025Q4: 1,686 shares; 2026Q1: 1,703 shares 1,703 $157K 0.02% +17 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $157K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,843 shares; 2025Q1: 3,843 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares 3,243 $150K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 502 shares; 2025Q1: 504 shares; 2025Q2: 450 shares; 2025Q3: 462 shares; 2025Q4: 477 shares; 2026Q1: 487 shares 487 $148K 0.02% +10 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: 475 shares; 2024Q4: 467 shares; 2025Q1: 454 shares; 2025Q2: 455 shares; 2025Q3: 456 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $142K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,466 shares; 2025Q1: 1,479 shares; 2025Q2: 1,501 shares; 2025Q3: 1,497 shares; 2025Q4: 1,379 shares; 2026Q1: 1,472 shares 1,472 $142K 0.02% +93 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: 3,267 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,448 shares; 2025Q3: 3,460 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares 3,440 $141K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,502 shares; 2025Q1: 1,500 shares; 2025Q2: 757 shares; 2025Q3: 764 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $139K 0.02% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $139K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $135K 0.02% 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: 80 shares; 2024Q4: 83 shares; 2025Q1: 85 shares; 2025Q2: 79 shares; 2025Q3: 469 shares; 2025Q4: 490 shares; 2026Q1: 495 shares 495 $132K 0.01% +5 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: 3,661 shares; 2024Q4: 3,868 shares; 2025Q1: 4,243 shares; 2025Q2: 3,686 shares; 2025Q3: 3,574 shares; 2025Q4: 3,663 shares; 2026Q1: 4,559 shares 4,559 $128K 0.01% +896 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 335 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 335 shares; 2026Q1: 316 shares 316 $125K 0.01% -19 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 683 shares; 2025Q1: 689 shares; 2025Q2: 650 shares; 2025Q3: 553 shares; 2025Q4: 568 shares; 2026Q1: 625 shares 625 $124K 0.01% +57 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: 744 shares; 2024Q4: 774 shares; 2025Q1: 716 shares; 2025Q2: 854 shares; 2025Q3: 925 shares; 2025Q4: 1,597 shares; 2026Q1: 1,533 shares 1,533 $122K 0.01% -64 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: 1,348 shares; 2024Q4: 1,358 shares; 2025Q1: 1,352 shares; 2025Q2: 1,356 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $120K 0.01% 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: 293 shares; 2024Q4: 252 shares; 2025Q1: 261 shares; 2025Q2: 208 shares; 2025Q3: 226 shares; 2025Q4: 241 shares; 2026Q1: 243 shares 243 $120K 0.01% +2 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: 127 shares; 2024Q4: 154 shares; 2025Q1: 135 shares; 2025Q2: 139 shares; 2025Q3: 138 shares; 2025Q4: 136 shares; 2026Q1: 139 shares 139 $118K 0.01% +3 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 560 shares; 2025Q2: 636 shares; 2025Q3: 635 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $114K 0.01% 0 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: 1,375 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,291 shares; 2025Q3: 1,301 shares; 2025Q4: 1,249 shares; 2026Q1: 1,177 shares 1,177 $108K 0.01% -72 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: 493 shares; 2024Q4: 497 shares; 2025Q1: 455 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 453 shares 453 $107K 0.01% +12 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares 2,330 $107K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,172 shares; 2025Q3: 286 shares; 2025Q4: 915 shares; 2026Q1: 1,163 shares 1,163 $106K 0.01% +248 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: 977 shares; 2024Q4: 1,008 shares; 2025Q1: 984 shares; 2025Q2: 969 shares; 2025Q3: 1,299 shares; 2025Q4: 1,099 shares; 2026Q1: 1,037 shares 1,037 $100K 0.01% -62 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: 88 shares; 2024Q4: 75 shares; 2025Q1: 71 shares; 2025Q2: 241 shares; 2025Q3: 247 shares; 2025Q4: 244 shares; 2026Q1: 235 shares 235 $100K 0.01% -9 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 338 shares; 2025Q1: 673 shares; 2025Q2: 4,535 shares; 2025Q3: 3,392 shares; 2025Q4: 3,395 shares; 2026Q1: 2,984 shares 2,984 $98.3K 0.01% -411 Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 9,475 shares; 2025Q1: 9,475 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares; 2026Q1: 9,475 shares 9,475 $98K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,481 shares; 2025Q1: 1,433 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 2,584 shares; 2026Q1: 2,568 shares 2,568 $96.9K 0.01% -16 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,373 shares; 2025Q1: 2,136 shares; 2025Q2: 1,972 shares; 2025Q3: 2,032 shares; 2025Q4: 2,101 shares; 2026Q1: 2,097 shares 2,097 $93.2K 0.01% -4 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,433 shares; 2025Q3: 2,314 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares 2,281 $93K 0.01% 0 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $92.9K 0.01% 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: 1,060 shares; 2024Q4: 1,056 shares; 2025Q1: 1,048 shares; 2025Q2: 1,065 shares; 2025Q3: 1,080 shares; 2025Q4: 1,073 shares; 2026Q1: 1,075 shares 1,075 $91.6K 0.01% +2 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 2,920 shares; 2025Q3: 3,018 shares; 2025Q4: 2,792 shares; 2026Q1: 3,050 shares 3,050 $91.5K 0.01% +258 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 913 shares; 2025Q1: 1,128 shares; 2025Q2: 1,151 shares; 2025Q3: 933 shares; 2025Q4: 940 shares; 2026Q1: 696 shares 696 $89.6K 0.01% -244 Timeline VUSB 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: 261,418 shares; 2024Q4: 3,812 shares; 2025Q1: 2,229 shares; 2025Q2: 1,807 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,795 shares 1,795 $89.4K 0.01% -10 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 854 shares; 2025Q1: 868 shares; 2025Q2: 725 shares; 2025Q3: 690 shares; 2025Q4: 671 shares; 2026Q1: 1,061 shares 1,061 $89K 0.01% +390 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: 802 shares; 2024Q4: 804 shares; 2025Q1: 806 shares; 2025Q2: 1,009 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $88.2K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $85.2K 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 300 shares 300 $85.1K 0.01% +100 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,718 shares; 2025Q2: 1,579 shares; 2025Q3: 1,814 shares; 2025Q4: 1,860 shares; 2026Q1: 692 shares 692 $85K 0.01% -1,168 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: 534 shares; 2024Q4: 572 shares; 2025Q1: 675 shares; 2025Q2: 725 shares; 2025Q3: 719 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $84.3K 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: 4,178 shares; 2024Q4: 1,580 shares; 2025Q1: 1,474 shares; 2025Q2: 2,053 shares; 2025Q3: 1,910 shares; 2025Q4: 1,420 shares; 2026Q1: 1,429 shares 1,429 $84K 0.01% +9 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 349 shares; 2025Q1: 464 shares; 2025Q2: 513 shares; 2025Q3: 536 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $83.7K 0.01% 0 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: 878 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $83.4K 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: 825 shares; 2024Q4: 828 shares; 2025Q1: 789 shares; 2025Q2: 778 shares; 2025Q3: 800 shares; 2025Q4: 340 shares; 2026Q1: 367 shares 367 $83K 0.01% +27 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: 238 shares; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 174 shares 174 $82.3K 0.01% +3 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $82.2K 0.01% new Timeline SILJ 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: 5,401 shares; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares 2,704 $80.4K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,458 shares; 2025Q1: 1,813 shares; 2025Q2: 1,570 shares; 2025Q3: 1,774 shares; 2025Q4: 1,554 shares; 2026Q1: 1,578 shares 1,578 $79.2K 0.01% +24 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $77.7K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 312 shares; 2025Q1: 315 shares; 2025Q2: 379 shares; 2025Q3: 372 shares; 2025Q4: 454 shares; 2026Q1: 371 shares 371 $76.5K 0.01% -83 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 155 shares; 2025Q3: 118 shares; 2025Q4: 318 shares; 2026Q1: 319 shares 319 $75.8K 0.01% +1 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $75.7K 0.01% new Timeline SGOV 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 1,356 shares; 2026Q1: 750 shares 750 $75.5K 0.01% -606 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 105 shares; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 93 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $74.2K 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: 419 shares; 2024Q4: 563 shares; 2025Q1: 550 shares; 2025Q2: 175 shares; 2025Q3: 172 shares; 2025Q4: 100 shares; 2026Q1: 104 shares 104 $73.7K 0.01% +4 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $73.4K 0.01% 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: 398 shares; 2024Q4: 406 shares; 2025Q1: 440 shares; 2025Q2: 411 shares; 2025Q3: 397 shares; 2025Q4: 493 shares; 2026Q1: 390 shares 390 $72.9K 0.01% -103 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,801 shares; 2024Q4: 411,846 shares; 2025Q1: 1,025 shares; 2025Q2: 1,005 shares; 2025Q3: 408,374 shares; 2025Q4: 451,872 shares; 2026Q1: 1,493 shares 1,493 $72.9K 0.01% -450,379 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $70.8K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares 1,471 $70.7K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 682 shares; 2025Q1: 585 shares; 2025Q2: 8,685 shares; 2025Q3: 8,685 shares; 2025Q4: 6,085 shares; 2026Q1: 6,085 shares 6,085 $70.2K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 262 shares; 2025Q1: 303 shares; 2025Q2: 259 shares; 2025Q3: 725 shares; 2025Q4: 767 shares; 2026Q1: 322 shares 322 $67.6K 0.01% -445 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 426 shares; 2025Q1: 336 shares; 2025Q2: 434 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 409 shares 409 $66.2K 0.01% -28 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 120 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $65.7K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 477 shares; 2025Q1: 349 shares; 2025Q2: 293 shares; 2025Q3: 349 shares; 2025Q4: 374 shares; 2026Q1: 575 shares 575 $65.2K 0.01% +201 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,749 shares; 2024Q4: 61,353 shares; 2025Q1: not reported; 2025Q2: 75,507 shares; 2025Q3: 77,503 shares; 2025Q4: 78,488 shares; 2026Q1: 217 shares 217 $64.8K 0.01% -78,271 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 937 shares; 2025Q2: 953 shares; 2025Q3: 687 shares; 2025Q4: 688 shares; 2026Q1: 695 shares 695 $63.2K 0.01% +7 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: 441 shares; 2024Q4: 404 shares; 2025Q1: 361 shares; 2025Q2: 362 shares; 2025Q3: 384 shares; 2025Q4: 573 shares; 2026Q1: 532 shares 532 $63.1K 0.01% -41 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $63.1K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 1,196 shares; 2025Q3: 1,175 shares; 2025Q4: 1,180 shares; 2026Q1: 1,185 shares 1,185 $62.7K 0.01% +5 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,386 shares; 2024Q4: 215,509 shares; 2025Q1: 221,971 shares; 2025Q2: 211,899 shares; 2025Q3: 217,410 shares; 2025Q4: 246,051 shares; 2026Q1: 666 shares 666 $62.1K 0.01% -245,385 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,039 shares; 2025Q1: 1,092 shares; 2025Q2: 1,138 shares; 2025Q3: 1,146 shares; 2025Q4: 995 shares; 2026Q1: 1,000 shares 1,000 $61.8K 0.01% +5 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 222 shares; 2025Q1: 211 shares; 2025Q2: 236 shares; 2025Q3: 241 shares; 2025Q4: 232 shares; 2026Q1: 832 shares 832 $59.3K 0.01% +600 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 524 shares; 2025Q2: 233 shares; 2025Q3: 417 shares; 2025Q4: 185 shares; 2026Q1: 459 shares 459 $57.6K 0.01% +274 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: 37 shares; 2024Q4: 42 shares; 2025Q1: 37 shares; 2025Q2: 71 shares; 2025Q3: 97 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $57.4K 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: 446 shares; 2024Q4: 1,282 shares; 2025Q1: 1,864 shares; 2025Q2: 1,713 shares; 2025Q3: 1,110 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $56.9K 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $55.8K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 409 shares; 2025Q1: 1,057 shares; 2025Q2: 817 shares; 2025Q3: 1,053 shares; 2025Q4: 504 shares; 2026Q1: 1,243 shares 1,243 $54.9K 0.01% +739 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 446 shares; 2025Q1: 459 shares; 2025Q2: 446 shares; 2025Q3: 478 shares; 2025Q4: 473 shares; 2026Q1: 487 shares 487 $54.7K 0.01% +14 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: 669 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 180 shares; 2025Q3: 178 shares; 2025Q4: 185 shares; 2026Q1: 178 shares 178 $53.8K 0.01% -7 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,082 shares; 2025Q1: 998 shares; 2025Q2: 373 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $53.8K 0.01% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 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 $53.7K 0.01% 0 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 10,833 shares; 2025Q1: 9,980 shares; 2025Q2: 3,778 shares; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares; 2026Q1: 2,888 shares 2,888 $53.6K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 11,669 shares; 2025Q4: 11,648 shares; 2026Q1: 430 shares 430 $51.9K 0.01% -11,218 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $51.8K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 196 shares; 2025Q2: 180 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $51.7K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares 3,349 $50.4K 0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares 1,991 $49.8K 0.01% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares 1,773 $49K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,225 shares; 2025Q1: 1,077 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 895 shares 895 $48.5K 0.01% -84 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $48.2K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 169 shares; 2025Q1: 165 shares; 2025Q2: 161 shares; 2025Q3: 168 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $48K 0.01% 0 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: 2,094 shares; 2024Q4: 1,605 shares; 2025Q1: 1,616 shares; 2025Q2: 1,633 shares; 2025Q3: 1,650 shares; 2025Q4: 815 shares; 2026Q1: 819 shares 819 $48K 0.01% +4 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $47.9K 0.01% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $47.9K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 450 shares; 2025Q1: 335 shares; 2025Q2: 281 shares; 2025Q3: 230 shares; 2025Q4: 231 shares; 2026Q1: 236 shares 236 $47.9K 0.01% +5 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: 215 shares; 2024Q4: 184 shares; 2025Q1: 181 shares; 2025Q2: 180 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $46.9K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,300 shares 1,300 $46.1K 0.01% +200 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 277 shares; 2026Q1: 163 shares 163 $45.9K 0.01% -114 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 2,910 shares 2,910 $45.9K 0.01% +2,608 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 23 shares; 2025Q1: 19 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 29 shares; 2026Q1: 353 shares 353 $45.8K 0.01% +324 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: 10,495 shares; 2024Q4: 10,613 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares 70 $45.7K 0.01% new Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares 1,358 $45.3K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 264 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $44.3K <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: 105 shares; 2024Q4: 91 shares; 2025Q1: 88 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $43.6K <0.01% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 581 shares; 2025Q1: 584 shares; 2025Q2: 587 shares; 2025Q3: 590 shares; 2025Q4: 593 shares; 2026Q1: 595 shares 595 $42.7K <0.01% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 702 shares; 2025Q1: 803 shares; 2025Q2: 1,105 shares; 2025Q3: 980 shares; 2025Q4: 700 shares; 2026Q1: 617 shares 617 $42K <0.01% -83 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 405 shares; 2025Q1: 378 shares; 2025Q2: 170 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $41.3K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 166 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $40.6K <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: 80 shares; 2024Q4: 82 shares; 2025Q1: 104 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $40K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 1,503 shares; 2025Q1: 3,257 shares; 2025Q2: 2,451 shares; 2025Q3: 2,388 shares; 2025Q4: 2,507 shares; 2026Q1: 2,348 shares 2,348 $39.8K <0.01% -159 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: 96 shares; 2024Q4: 98 shares; 2025Q1: 116 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 106 shares; 2026Q1: 92 shares 92 $39.8K <0.01% -14 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $39.6K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares 872 $39.6K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 433 shares 433 $39.4K <0.01% -111 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 2,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $38.9K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 674 shares 674 $38.8K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 354 shares; 2025Q1: 632 shares; 2025Q2: 660 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 636 shares 636 $37.7K <0.01% -14 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $37.6K <0.01% 0 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $37.3K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 275 shares 275 $37.2K <0.01% +102 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 102 shares; 2025Q1: 125 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 138 shares; 2026Q1: 133 shares 133 $37.2K <0.01% -5 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: 2 shares; 2024Q4: 10,587 shares; 2025Q1: 5,580 shares; 2025Q2: 172 shares; 2025Q3: 3,420 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $37.2K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 99 shares; 2025Q1: 322 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 444 shares; 2026Q1: 466 shares 466 $36.7K <0.01% +22 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares 1,564 $36.3K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 92 shares; 2025Q2: 111 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $36K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $35.9K <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: 1,061 shares; 2024Q4: 1,055 shares; 2025Q1: 972 shares; 2025Q2: 367 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $35.8K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 378 shares 378 $35.7K <0.01% +2 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 60 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 80 shares 80 $35.7K <0.01% +4 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 4,323 shares; 2025Q1: 4,472 shares; 2025Q2: 4,071 shares; 2025Q3: 251 shares; 2025Q4: 263 shares; 2026Q1: 269 shares 269 $35.6K <0.01% +6 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $35K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,850 shares; 2025Q1: 5,050 shares; 2025Q2: 5,092 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares 5,050 $34.7K <0.01% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 215 shares; 2025Q1: 115 shares; 2025Q2: 116 shares; 2025Q3: 136 shares; 2025Q4: 298 shares; 2026Q1: 493 shares 493 $34.1K <0.01% +195 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: 309 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $33.9K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 720 shares; 2026Q1: 497 shares 497 $33.9K <0.01% -223 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,239 shares; 2025Q1: 896 shares; 2025Q2: 1,845 shares; 2025Q3: 1,719 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares 1,542 $33.4K <0.01% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,018 shares; 2025Q1: 1,859 shares; 2025Q2: 703 shares; 2025Q3: 807 shares; 2025Q4: 815 shares; 2026Q1: 821 shares 821 $33.3K <0.01% +6 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,239 shares; 2026Q1: 1,355 shares 1,355 $32.9K <0.01% +116 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $32.9K <0.01% 0 Timeline IYE 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $32.7K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,058 shares; 2025Q2: 3,040 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 3,040 shares 3,040 $32.6K <0.01% -21 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: 6,984 shares; 2024Q4: 7,770 shares; 2025Q1: 8,012 shares; 2025Q2: 7,594 shares; 2025Q3: 7,638 shares; 2025Q4: 7,613 shares; 2026Q1: 458 shares 458 $32.4K <0.01% -7,155 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: not reported; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $32.1K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $32K <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: 144 shares; 2024Q4: 144 shares; 2025Q1: 155 shares; 2025Q2: 144 shares; 2025Q3: 141 shares; 2025Q4: 131 shares; 2026Q1: 138 shares 138 $31.7K <0.01% +7 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 3,816 shares; 2025Q1: 3,934 shares; 2025Q2: 3,692 shares; 2025Q3: 3,639 shares; 2025Q4: 3,629 shares; 2026Q1: 342 shares 342 $31.5K <0.01% -3,287 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,706 shares; 2025Q1: 1,571 shares; 2025Q2: 593 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $30.8K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,709 shares; 2025Q1: 3,419 shares; 2025Q2: 1,274 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $30.7K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 43 shares; 2026Q1: 224 shares 224 $30.3K <0.01% +181 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $29.9K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,093 shares; 2025Q1: 1,008 shares; 2025Q2: 392 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $29.8K <0.01% 0 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: 7 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $29.5K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 464 shares; 2025Q1: 472 shares; 2025Q2: 485 shares; 2025Q3: 494 shares; 2025Q4: 504 shares; 2026Q1: 513 shares 513 $29.1K <0.01% +9 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $28.9K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $28.7K <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: 58 shares; 2024Q4: 26 shares; 2025Q1: 162 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 637 shares; 2026Q1: 265 shares 265 $28.7K <0.01% -372 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $28.6K <0.01% 0 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,896 shares; 2026Q1: 5,896 shares 5,896 $28.5K <0.01% 0 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,670 shares; 2025Q1: 4,301 shares; 2025Q2: 1,627 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $28.5K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,869 shares 2,869 $28.5K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $28.3K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $28.3K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $27.7K <0.01% 0 Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 718 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $27.6K <0.01% 0 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: 128 shares; 2024Q4: 139 shares; 2025Q1: 82 shares; 2025Q2: 109 shares; 2025Q3: 199 shares; 2025Q4: 192 shares; 2026Q1: 217 shares 217 $27.5K <0.01% +25 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602 $27.3K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 1,002 shares; 2025Q1: 1,021 shares; 2025Q2: 1,039 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares 1,045 $27.1K <0.01% 0 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $26.8K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 7 shares; 2025Q1: 34 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 18 shares 18 $26.5K <0.01% +3 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,223 shares; 2025Q1: 1,173 shares; 2025Q2: 1,611 shares; 2025Q3: 1,578 shares; 2025Q4: 1,624 shares; 2026Q1: 1,012 shares 1,012 $26.4K <0.01% -612 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,131 shares; 2025Q1: 2,159 shares; 2025Q2: 2,202 shares; 2025Q3: 2,246 shares; 2025Q4: 2,299 shares; 2026Q1: 2,326 shares 2,326 $26.3K <0.01% +27 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: not reported; 2026Q1: 527 shares 527 $26.1K <0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,349 shares; 2025Q1: 2,392 shares; 2025Q2: 2,436 shares; 2025Q3: 2,479 shares; 2025Q4: 2,525 shares; 2026Q1: 2,561 shares 2,561 $26K <0.01% +36 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,724 shares; 2025Q1: 1,773 shares; 2025Q2: 1,823 shares; 2025Q3: 1,875 shares; 2025Q4: 1,926 shares; 2026Q1: 1,980 shares 1,980 $25.9K <0.01% +54 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099 shares 1,099 $25.7K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares 556 $25.5K <0.01% new 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: 73 shares; 2024Q4: 65 shares; 2025Q1: 76 shares; 2025Q2: 82 shares; 2025Q3: 85 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $25.4K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,892 shares; 2025Q1: 1,915 shares; 2025Q2: 1,954 shares; 2025Q3: 1,993 shares; 2025Q4: 2,044 shares; 2026Q1: 2,069 shares 2,069 $25.4K <0.01% +25 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351 $25.4K <0.01% new Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $25.4K <0.01% 0 Timeline GSST 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $25.3K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $25.2K <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: 359 shares; 2024Q4: 485 shares; 2025Q1: 546 shares; 2025Q2: 596 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746 $25K <0.01% 0 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $25K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $24.6K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 64 shares; 2025Q1: 96 shares; 2025Q2: 83 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $24.6K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,828 shares 2,828 $24.5K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 608 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $24.4K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 450 shares; 2025Q1: 458 shares; 2025Q2: 436 shares; 2025Q3: 445 shares; 2025Q4: 454 shares; 2026Q1: 463 shares 463 $24.4K <0.01% +9 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 323 shares; 2025Q1: 203 shares; 2025Q2: 857 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $24.4K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 148 shares; 2025Q1: 166 shares; 2025Q2: 136 shares; 2025Q3: 126 shares; 2025Q4: 118 shares; 2026Q1: 119 shares 119 $24.3K <0.01% +1 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,957 shares 1,957 $24.3K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 2,167 shares; 2025Q2: 2,211 shares; 2025Q3: 2,255 shares; 2025Q4: 2,299 shares; 2026Q1: 2,343 shares 2,343 $24.3K <0.01% +44 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 2,404 shares; 2025Q2: 1,526 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,227 shares 1,227 $24.2K <0.01% -230 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: 144 shares; 2024Q4: 168 shares; 2025Q1: 170 shares; 2025Q2: 215 shares; 2025Q3: 222 shares; 2025Q4: 213 shares; 2026Q1: 289 shares 289 $24.2K <0.01% +76 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 116 shares; 2025Q1: 490 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 258 shares 258 $24.1K <0.01% -184 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 492 shares 492 $24K <0.01% +329 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $23.8K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 7 shares 7 $23.6K <0.01% -2 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 61 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $23.6K <0.01% 0 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 138 shares; 2025Q4: 167 shares; 2026Q1: 179 shares 179 $23.5K <0.01% +12 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $23.4K <0.01% 0 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $23.4K <0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 556 shares; 2025Q4: 572 shares; 2026Q1: 588 shares 588 $23K <0.01% +16 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $23K <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: 120 shares; 2024Q4: 102 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $23K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869 $23K <0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,347 shares; 2025Q1: 1,381 shares; 2025Q2: 1,418 shares; 2025Q3: 1,452 shares; 2025Q4: 1,484 shares; 2026Q1: 1,513 shares 1,513 $22.9K <0.01% +29 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,508 shares 6,508 $22.8K <0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $22.7K <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: 23 shares; 2024Q4: 24 shares; 2025Q1: 21 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $22.5K <0.01% +1 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 29 shares 29 $22.4K <0.01% +9 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $22.2K <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: 171 shares; 2024Q4: 159 shares; 2025Q1: 110 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $22.2K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $22.1K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 39 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $22.1K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $22K <0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 20 shares 20 $21.9K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 52 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $21.8K <0.01% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $21.6K <0.01% new 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: 118 shares; 2024Q4: 137 shares; 2025Q1: 163 shares; 2025Q2: 176 shares; 2025Q3: 291 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $21.5K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 106 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $21.5K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 368 shares; 2025Q1: 403 shares; 2025Q2: 370 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 287 shares 287 $21.4K <0.01% +36 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 447 shares; 2025Q1: 413 shares; 2025Q2: 160 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $21.3K <0.01% 0 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $21K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,336 shares; 2025Q1: 1,365 shares; 2025Q2: 1,396 shares; 2025Q3: 1,429 shares; 2025Q4: 1,463 shares; 2026Q1: 1,499 shares 1,499 $20.9K <0.01% +36 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 79 shares; 2025Q1: 100 shares; 2025Q2: 81 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 98 shares 98 $20.7K <0.01% +22 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $20.5K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331 shares 331 $20.3K <0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 196 shares; 2025Q2: 184 shares; 2025Q3: 189 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $20.3K <0.01% 0 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,629 shares; 2025Q1: 3,383 shares; 2025Q2: 1,279 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $20.2K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,273 shares; 2025Q3: 1,272 shares; 2025Q4: 762 shares; 2026Q1: 727 shares 727 $20K <0.01% -35 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,321 shares; 2025Q1: 1,350 shares; 2025Q2: 1,029 shares; 2025Q3: 1,053 shares; 2025Q4: 1,078 shares; 2026Q1: 1,107 shares 1,107 $19.9K <0.01% +29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 23 shares 23 $19.9K <0.01% +8 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,599 shares; 2025Q1: 1,641 shares; 2025Q2: 1,686 shares; 2025Q3: 1,732 shares; 2025Q4: 1,782 shares; 2026Q1: 1,835 shares 1,835 $19.9K <0.01% +53 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 67 shares; 2025Q1: 34 shares; 2025Q2: 20 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 55 shares 55 $19.6K <0.01% +17 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,289 shares 1,289 $19.6K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 729 shares; 2025Q4: 858 shares; 2026Q1: 814 shares 814 $19.5K <0.01% -44 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 136 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708 shares 708 $19.3K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 82 shares; 2025Q1: 84 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $19.3K <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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,261 shares; 2025Q2: 968 shares; 2025Q3: 342 shares; 2025Q4: 590 shares; 2026Q1: 670 shares 670 $19.2K <0.01% +80 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 771 shares; 2025Q1: 710 shares; 2025Q2: 268 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $19.2K <0.01% 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $19.1K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 72 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $19.1K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 154 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 147 shares 147 $19.1K <0.01% +47 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $19K <0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $19K <0.01% 0 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $18.9K <0.01% 0 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: 22 shares; 2024Q4: 55 shares; 2025Q1: 24 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $18.9K <0.01% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 180 shares 180 $18.9K <0.01% -25 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,595 shares; 2025Q2: 7,450 shares; 2025Q3: 5,732 shares; 2025Q4: 5,732 shares; 2026Q1: 5,732 shares 5,732 $18.8K <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: 309 shares; 2024Q4: 263 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $18.7K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $18.5K <0.01% 0 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: 400 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 461 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $18.3K <0.01% new 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: 562 shares; 2024Q4: 548 shares; 2025Q1: 160 shares; 2025Q2: 193 shares; 2025Q3: 120 shares; 2025Q4: 126 shares; 2026Q1: 96 shares 96 $18.2K <0.01% -30 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $18.1K <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: 295 shares; 2024Q4: 446 shares; 2025Q1: 447 shares; 2025Q2: 475 shares; 2025Q3: 476 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $18.1K <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares 958 $18K <0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $17.9K <0.01% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 224 shares; 2025Q1: 206 shares; 2025Q2: 78 shares; 2025Q3: 60 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $17.9K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 88 shares; 2025Q1: 86 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $17.9K <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: 2,525 shares; 2024Q4: 2,506 shares; 2025Q1: 114 shares; 2025Q2: 105 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 459 shares 459 $17.9K <0.01% +420 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 104 shares; 2025Q1: 126 shares; 2025Q2: 154 shares; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $17.9K <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: 195 shares; 2024Q4: 197 shares; 2025Q1: 14 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $17.7K <0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 780 shares; 2025Q1: 718 shares; 2025Q2: 544 shares; 2025Q3: 416 shares; 2025Q4: 420 shares; 2026Q1: 416 shares 416 $17.7K <0.01% -4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 197 shares; 2025Q1: 248 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 314 shares 314 $17.4K <0.01% +159 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 47 shares; 2025Q1: 196 shares; 2025Q2: 209 shares; 2025Q3: 191 shares; 2025Q4: 89 shares; 2026Q1: 169 shares 169 $17.4K <0.01% +80 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 1,035 shares; 2025Q1: 30 shares; 2025Q2: 747 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $17.3K <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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $17.1K <0.01% 0 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: 575 shares; 2024Q4: 2,821 shares; 2025Q1: 1,091 shares; 2025Q2: 1,980 shares; 2025Q3: 1,077 shares; 2025Q4: 1,676 shares; 2026Q1: 808 shares 808 $16.7K <0.01% -868 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $16.7K <0.01% new Timeline NP NEPTUNE INS HLDGS INC More: the full row for NEPTUNE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684 shares 684 $16.5K <0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $16.5K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 39 shares; 2025Q1: 30 shares; 2025Q2: 39 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 46 shares 46 $16.5K <0.01% -1 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: 67 shares; 2024Q4: 69 shares; 2025Q1: 49 shares; 2025Q2: 68 shares; 2025Q3: 75 shares; 2025Q4: 515 shares; 2026Q1: 157 shares 157 $16.4K <0.01% -358 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $16.2K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 296 shares; 2025Q1: 418 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $16.2K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 181 shares; 2025Q2: 126 shares; 2025Q3: 157 shares; 2025Q4: 126 shares; 2026Q1: 143 shares 143 $15.9K <0.01% +17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $15.9K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $15.9K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 298 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $15.8K <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: 9 shares; 2024Q4: 7 shares; 2025Q1: 3 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $15.7K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 414 shares; 2025Q1: 381 shares; 2025Q2: 144 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $15.6K <0.01% 0 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 241 shares; 2026Q1: 244 shares 244 $15.5K <0.01% +3 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $15.4K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 139 shares; 2025Q1: 205 shares; 2025Q2: 222 shares; 2025Q3: 214 shares; 2025Q4: 219 shares; 2026Q1: 214 shares 214 $15.4K <0.01% -5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 57 shares; 2025Q1: 40 shares; 2025Q2: 84 shares; 2025Q3: 82 shares; 2025Q4: 73 shares; 2026Q1: 85 shares 85 $15.3K <0.01% +12 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $15.3K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $15.2K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 317 shares; 2025Q1: 423 shares; 2025Q2: 491 shares; 2025Q3: 454 shares; 2025Q4: 327 shares; 2026Q1: 241 shares 241 $15.1K <0.01% -86 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891 $15K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 62 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 65 shares 65 $15K <0.01% +7 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 770 shares 770 $15K <0.01% -116 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 232 shares 232 $15K <0.01% +44 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $15K <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $14.9K <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: 98 shares; 2024Q4: 99 shares; 2025Q1: 133 shares; 2025Q2: 124 shares; 2025Q3: 93 shares; 2025Q4: 90 shares; 2026Q1: 77 shares 77 $14.7K <0.01% -13 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $14.6K <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: 82 shares; 2024Q4: 85 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 94 shares; 2026Q1: 108 shares 108 $14.6K <0.01% +14 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 269 shares; 2025Q1: 922 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $14.5K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 66 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $14.4K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 80 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $14.4K <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: 76 shares; 2024Q4: 60 shares; 2025Q1: 77 shares; 2025Q2: 64 shares; 2025Q3: 57 shares; 2025Q4: 62 shares; 2026Q1: 49 shares 49 $14.3K <0.01% -13 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $14.3K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 234 shares; 2025Q1: 203 shares; 2025Q2: 198 shares; 2025Q3: 205 shares; 2025Q4: 207 shares; 2026Q1: 200 shares 200 $14.2K <0.01% -7 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: 137 shares; 2024Q4: 138 shares; 2025Q1: 272 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 51 shares; 2026Q1: 40 shares 40 $14.2K <0.01% -11 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $13.9K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $13.8K <0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares 833 $13.8K <0.01% new Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $13.7K <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,659 shares; 2024Q4: 8,605 shares; 2025Q1: 7,926 shares; 2025Q2: 3,001 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares 753 $13.7K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $13.7K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $13.6K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 139 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 162 shares; 2026Q1: 170 shares 170 $13.6K <0.01% +8 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $13.5K <0.01% 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: 111,359 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 33,198 shares; 2025Q4: 33,436 shares; 2026Q1: 200 shares 200 $13.5K <0.01% -33,236 Timeline SIL 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: 455 shares; 2024Q4: 490 shares; 2025Q1: 518 shares; 2025Q2: 188 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 150 shares 150 $13.5K <0.01% -43 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 63 shares; 2025Q1: 101 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 86 shares 86 $13.4K <0.01% +16 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 95 shares; 2026Q1: 105 shares 105 $13.1K <0.01% +10 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 416 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $13.1K <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $12.9K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 201 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 176 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $12.9K <0.01% 0 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $12.8K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 821 shares; 2025Q1: 781 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 949 shares 949 $12.8K <0.01% +49 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 365 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 328 shares 328 $12.8K <0.01% -46 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,255 shares; 2025Q1: 1,293 shares; 2025Q2: 518 shares; 2025Q3: 444 shares; 2025Q4: 338 shares; 2026Q1: 229 shares 229 $12.8K <0.01% -109 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,005 shares; 2025Q1: 1,018 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares; 2025Q4: 1,085 shares; 2026Q1: 1,097 shares 1,097 $12.7K <0.01% +12 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,824 shares; 2025Q1: 2,868 shares; 2025Q2: 200 shares; 2025Q3: 260 shares; 2025Q4: 126 shares; 2026Q1: 104 shares 104 $12.6K <0.01% -22 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: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $12.4K <0.01% 0 Timeline