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: 8,819,217 shares; 2024Q4: 8,870,672 shares; 2025Q1: 9,941,646 shares; 2025Q2: 10,004,720 shares; 2025Q3: 9,226,747 shares; 2025Q4: 9,298,304 shares; 2026Q1: 8,732,982 shares 8,732,982 $5.7B 38.42% -565,322 Timeline DYNF 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: not reported; 2025Q2: not reported; 2025Q3: 22,521,281 shares; 2025Q4: 22,637,020 shares; 2026Q1: 29,219,898 shares 29,219,898 $1.7B 11.45% +6,582,878 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: 4,815,317 shares; 2024Q4: 4,852,917 shares; 2025Q1: 4,829,868 shares; 2025Q2: 4,817,451 shares; 2025Q3: 4,776,771 shares; 2025Q4: 4,747,672 shares; 2026Q1: 4,764,517 shares 4,764,517 $1.13B 7.63% +16,845 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: 10,856,787 shares; 2024Q4: 10,855,319 shares; 2025Q1: 15,161,869 shares; 2025Q2: 15,412,835 shares; 2025Q3: 15,439,494 shares; 2025Q4: 15,669,801 shares; 2026Q1: 15,798,650 shares 15,798,650 $1.07B 7.19% +128,849 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,751,423 shares; 2024Q4: 8,803,036 shares; 2025Q1: 8,958,512 shares; 2025Q2: 9,171,730 shares; 2025Q3: 6,415,966 shares; 2025Q4: 6,469,879 shares; 2026Q1: 6,512,927 shares 6,512,927 $810M 5.45% +43,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,912,688 shares 14,912,688 $581M 3.91% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,128 shares; 2025Q1: 4,128 shares; 2025Q2: 4,416 shares; 2025Q3: 3,554,538 shares; 2025Q4: 3,839,481 shares; 2026Q1: 3,951,302 shares 3,951,302 $506M 3.41% +111,821 Timeline GNR 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: not reported; 2025Q3: 5,066,988 shares; 2025Q4: 5,359,762 shares; 2026Q1: 5,281,820 shares 5,281,820 $394M 2.66% -77,942 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,926,640 shares; 2024Q4: 6,017,406 shares; 2025Q1: 6,058,702 shares; 2025Q2: 6,042,125 shares; 2025Q3: 4,979,563 shares; 2025Q4: 4,993,457 shares; 2026Q1: 4,408,182 shares 4,408,182 $372M 2.51% -585,275 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925,058 shares; 2025Q1: 1,281,587 shares; 2025Q2: 1,735,977 shares; 2025Q3: 2,678,563 shares; 2025Q4: 3,471,741 shares; 2026Q1: 4,252,491 shares 4,252,491 $325M 2.19% +780,750 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: 2,281,490 shares; 2024Q4: 2,412,317 shares; 2025Q1: 2,579,915 shares; 2025Q2: 2,575,426 shares; 2025Q3: 2,580,302 shares; 2025Q4: 2,613,675 shares; 2026Q1: 2,607,149 shares 2,607,149 $236M 1.59% -6,526 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: 501,273 shares; 2024Q4: 516,951 shares; 2025Q1: 545,449 shares; 2025Q2: 561,518 shares; 2025Q3: 559,627 shares; 2025Q4: 567,215 shares; 2026Q1: 561,597 shares 561,597 $161M 1.09% -5,618 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: 1,385,296 shares; 2024Q4: 1,562,118 shares; 2025Q1: 1,808,537 shares; 2025Q2: 2,097,892 shares; 2025Q3: 2,210,825 shares; 2025Q4: 2,694,661 shares; 2026Q1: 3,106,970 shares 3,106,970 $144M 0.97% +412,309 Timeline IDEV 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: 734,128 shares; 2024Q4: 859,931 shares; 2025Q1: 1,020,134 shares; 2025Q2: 1,180,131 shares; 2025Q3: 1,343,457 shares; 2025Q4: 1,630,797 shares; 2026Q1: 1,668,425 shares 1,668,425 $139M 0.94% +37,628 Timeline DEXC 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: not reported; 2024Q4: not reported; 2025Q1: 1,733,083 shares; 2025Q2: 1,796,546 shares; 2025Q3: 1,810,215 shares; 2025Q4: 1,832,713 shares; 2026Q1: 1,774,002 shares 1,774,002 $115M 0.77% -58,711 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,425 shares; 2024Q4: 811,462 shares; 2025Q1: 954,186 shares; 2025Q2: 1,139,430 shares; 2025Q3: 1,312,025 shares; 2025Q4: 1,590,578 shares; 2026Q1: 1,827,743 shares 1,827,743 $108M 0.73% +237,165 Timeline SPHQ 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: 12,318,067 shares; 2024Q4: 12,434,226 shares; 2025Q1: 1,407,120 shares; 2025Q2: 1,444,206 shares; 2025Q3: 1,460,854 shares; 2025Q4: 1,460,967 shares; 2026Q1: 1,432,231 shares 1,432,231 $108M 0.73% -28,736 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524,367 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,507,459 shares; 2025Q2: 1,524,832 shares; 2025Q3: 1,530,935 shares; 2025Q4: 1,513,906 shares; 2026Q1: 1,520,205 shares 1,520,205 $107M 0.72% +6,299 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777,392 shares 1,777,392 $107M 0.72% new 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: 1,399,930 shares; 2024Q4: 1,378,187 shares; 2025Q1: 1,308,919 shares; 2025Q2: 1,230,136 shares; 2025Q3: 1,188,188 shares; 2025Q4: 1,100,749 shares; 2026Q1: 1,029,567 shares 1,029,567 $90.8M 0.61% -71,182 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966,755 shares; 2024Q4: 1,024,598 shares; 2025Q1: 1,150,445 shares; 2025Q2: 1,219,558 shares; 2025Q3: 1,151,703 shares; 2025Q4: 1,130,069 shares; 2026Q1: 1,092,163 shares 1,092,163 $77.7M 0.52% -37,906 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012,008 shares; 2024Q4: 652,886 shares; 2025Q1: 708,244 shares; 2025Q2: 733,854 shares; 2025Q3: 729,730 shares; 2025Q4: 722,548 shares; 2026Q1: 714,242 shares 714,242 $69.9M 0.47% -8,306 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: 260,887 shares; 2024Q4: 300,883 shares; 2025Q1: 356,909 shares; 2025Q2: 414,174 shares; 2025Q3: 398,760 shares; 2025Q4: 477,653 shares; 2026Q1: 942,025 shares 942,025 $65.7M 0.44% +464,372 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: 943,831 shares; 2024Q4: 997,832 shares; 2025Q1: 1,033,345 shares; 2025Q2: 1,041,659 shares; 2025Q3: 1,099,462 shares; 2025Q4: 1,125,904 shares; 2026Q1: 1,096,947 shares 1,096,947 $64.2M 0.43% -28,957 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: 199,815 shares; 2024Q4: 203,403 shares; 2025Q1: 212,066 shares; 2025Q2: 219,271 shares; 2025Q3: 207,231 shares; 2025Q4: 199,609 shares; 2026Q1: 195,207 shares 195,207 $51.1M 0.34% -4,402 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,085 shares; 2024Q4: 542,786 shares; 2025Q1: 566,492 shares; 2025Q2: 580,867 shares; 2025Q3: 590,083 shares; 2025Q4: 601,250 shares; 2026Q1: 570,841 shares 570,841 $50.6M 0.34% -30,409 Timeline SPYD 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: 865,776 shares; 2024Q4: 777,884 shares; 2025Q1: 835,116 shares; 2025Q2: 870,612 shares; 2025Q3: 889,399 shares; 2025Q4: 900,437 shares; 2026Q1: 867,285 shares 867,285 $39.5M 0.27% -33,152 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,968 shares; 2024Q4: 876,556 shares; 2025Q1: 949,867 shares; 2025Q2: 1,029,248 shares; 2025Q3: 1,107,033 shares; 2025Q4: 1,158,286 shares; 2026Q1: 1,179,564 shares 1,179,564 $36.2M 0.24% +21,278 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,301 shares; 2024Q4: 478,214 shares; 2025Q1: 557,255 shares; 2025Q2: 666,809 shares; 2025Q3: 547,074 shares; 2025Q4: 649,968 shares; 2026Q1: 738,807 shares 738,807 $35.7M 0.24% +88,839 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,354 shares; 2024Q4: 77,616 shares; 2025Q1: 86,723 shares; 2025Q2: 99,654 shares; 2025Q3: 803,793 shares; 2025Q4: 976,410 shares; 2026Q1: 1,122,144 shares 1,122,144 $33.7M 0.23% +145,734 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,342 shares; 2024Q4: 375,460 shares; 2025Q1: 432,007 shares; 2025Q2: 498,512 shares; 2025Q3: 582,514 shares; 2025Q4: 709,628 shares; 2026Q1: 817,088 shares 817,088 $30.1M 0.2% +107,460 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,286 shares; 2024Q4: 456,696 shares; 2025Q1: 507,294 shares; 2025Q2: 539,287 shares; 2025Q3: 504,527 shares; 2025Q4: 485,284 shares; 2026Q1: 479,391 shares 479,391 $29.9M 0.2% -5,893 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,804 shares; 2024Q4: 96,992 shares; 2025Q1: 112,186 shares; 2025Q2: 129,568 shares; 2025Q3: 195,658 shares; 2025Q4: 236,875 shares; 2026Q1: 271,831 shares 271,831 $25.5M 0.17% +34,956 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,391 shares; 2024Q4: 412,964 shares; 2025Q1: 457,716 shares; 2025Q2: 472,500 shares; 2025Q3: 474,162 shares; 2025Q4: 479,786 shares; 2026Q1: 483,191 shares 483,191 $25.5M 0.17% +3,405 Timeline INTF 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: 590,495 shares; 2024Q4: 681,638 shares; 2025Q1: 731,961 shares; 2025Q2: 760,428 shares; 2025Q3: 697,662 shares; 2025Q4: 702,540 shares; 2026Q1: 587,169 shares 587,169 $22.9M 0.15% -115,371 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,101 shares; 2024Q4: 388,246 shares; 2025Q1: 447,735 shares; 2025Q2: 466,969 shares; 2025Q3: 469,301 shares; 2025Q4: 478,524 shares; 2026Q1: 475,064 shares 475,064 $21.5M 0.14% -3,460 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: 41,365 shares; 2024Q4: 39,981 shares; 2025Q1: 39,818 shares; 2025Q2: 38,443 shares; 2025Q3: 37,539 shares; 2025Q4: 34,582 shares; 2026Q1: 35,492 shares 35,492 $21.2M 0.14% +910 Timeline TBLL 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: 4,526 shares; 2024Q4: 4,552 shares; 2025Q1: 139,299 shares; 2025Q2: 147,386 shares; 2025Q3: 144,965 shares; 2025Q4: 140,687 shares; 2026Q1: 149,660 shares 149,660 $15.8M 0.11% +8,973 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: 40,257 shares; 2024Q4: 39,251 shares; 2025Q1: 39,028 shares; 2025Q2: 41,086 shares; 2025Q3: 48,664 shares; 2025Q4: 48,654 shares; 2026Q1: 48,498 shares 48,498 $12.3M 0.08% -156 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: 24,140 shares; 2024Q4: 24,196 shares; 2025Q1: 24,054 shares; 2025Q2: 23,962 shares; 2025Q3: 23,383 shares; 2025Q4: 25,162 shares; 2026Q1: 25,853 shares 25,853 $9.57M 0.06% +691 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: 145,164 shares; 2024Q4: 128,810 shares; 2025Q1: 93,380 shares; 2025Q2: 84,484 shares; 2025Q3: 81,975 shares; 2025Q4: 76,743 shares; 2026Q1: 91,239 shares 91,239 $7.9M 0.05% +14,496 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: 36,878 shares; 2024Q4: 37,238 shares; 2025Q1: 44,942 shares; 2025Q2: 43,009 shares; 2025Q3: 43,073 shares; 2025Q4: 42,312 shares; 2026Q1: 40,501 shares 40,501 $6.87M 0.05% -1,811 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: 13,504 shares; 2024Q4: 13,386 shares; 2025Q1: 12,936 shares; 2025Q2: 12,516 shares; 2025Q3: 11,839 shares; 2025Q4: 12,732 shares; 2026Q1: 12,834 shares 12,834 $6.15M 0.04% +102 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,607 shares; 2024Q4: 96,405 shares; 2025Q1: 71,296 shares; 2025Q2: 60,031 shares; 2025Q3: 55,694 shares; 2025Q4: 52,132 shares; 2026Q1: 48,697 shares 48,697 $6.09M 0.04% -3,435 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: 5,796 shares; 2024Q4: 5,597 shares; 2025Q1: 8,794 shares; 2025Q2: 8,791 shares; 2025Q3: 8,506 shares; 2025Q4: 10,532 shares; 2026Q1: 18,315 shares 18,315 $5.88M 0.04% +7,783 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: 17,424 shares; 2024Q4: 22,233 shares; 2025Q1: 22,808 shares; 2025Q2: 23,949 shares; 2025Q3: 30,698 shares; 2025Q4: 30,650 shares; 2026Q1: 31,483 shares 31,483 $5.49M 0.04% +833 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: 19,389 shares; 2024Q4: 19,226 shares; 2025Q1: 19,631 shares; 2025Q2: 19,961 shares; 2025Q3: 23,350 shares; 2025Q4: 25,556 shares; 2026Q1: 26,186 shares 26,186 $5.45M 0.04% +630 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: 23,216 shares; 2024Q4: 22,578 shares; 2025Q1: 21,641 shares; 2025Q2: 20,565 shares; 2025Q3: 20,246 shares; 2025Q4: 23,615 shares; 2026Q1: 23,765 shares 23,765 $4.92M 0.03% +150 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: 5,640 shares; 2024Q4: 5,623 shares; 2025Q1: 5,218 shares; 2025Q2: 4,693 shares; 2025Q3: 5,760 shares; 2025Q4: 5,909 shares; 2026Q1: 5,854 shares 5,854 $3.99M 0.03% -55 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: 9,108 shares; 2024Q4: 9,266 shares; 2025Q1: 9,306 shares; 2025Q2: 10,341 shares; 2025Q3: 10,639 shares; 2025Q4: 11,184 shares; 2026Q1: 11,615 shares 11,615 $3.42M 0.02% +431 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: 4,300 shares; 2024Q4: 3,003 shares; 2025Q1: 2,995 shares; 2025Q2: 5,638 shares; 2025Q3: 5,603 shares; 2025Q4: 5,855 shares; 2026Q1: 5,610 shares 5,610 $3.39M 0.02% -245 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: 9,697 shares; 2024Q4: 9,642 shares; 2025Q1: 9,259 shares; 2025Q2: 9,543 shares; 2025Q3: 8,991 shares; 2025Q4: 11,308 shares; 2026Q1: 11,813 shares 11,813 $3.39M 0.02% +505 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: 14,566 shares; 2024Q4: 14,879 shares; 2025Q1: 14,327 shares; 2025Q2: 13,641 shares; 2025Q3: 13,328 shares; 2025Q4: 14,419 shares; 2026Q1: 13,717 shares 13,717 $3.35M 0.02% -702 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: 22,814 shares; 2024Q4: 23,677 shares; 2025Q1: 23,386 shares; 2025Q2: 22,705 shares; 2025Q3: 22,524 shares; 2025Q4: 22,703 shares; 2026Q1: 20,591 shares 20,591 $2.97M 0.02% -2,112 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: 30,967 shares; 2024Q4: 31,734 shares; 2025Q1: 32,995 shares; 2025Q2: 33,993 shares; 2025Q3: 38,125 shares; 2025Q4: 41,682 shares; 2026Q1: 41,580 shares 41,580 $2.83M 0.02% -102 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: 22,720 shares; 2024Q4: 22,485 shares; 2025Q1: 21,094 shares; 2025Q2: 20,086 shares; 2025Q3: 19,854 shares; 2025Q4: 22,082 shares; 2026Q1: 22,077 shares 22,077 $2.74M 0.02% -5 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: 8,417 shares; 2024Q4: 8,140 shares; 2025Q1: 8,057 shares; 2025Q2: 8,020 shares; 2025Q3: 9,177 shares; 2025Q4: 8,360 shares; 2026Q1: 9,084 shares 9,084 $2.61M 0.02% +724 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 19,672 shares; 2025Q1: 14,019 shares; 2025Q2: 13,071 shares; 2025Q3: 13,919 shares; 2025Q4: 13,139 shares; 2026Q1: 12,134 shares 12,134 $2.61M 0.02% -1,005 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: 2,026 shares; 2024Q4: 1,993 shares; 2025Q1: 2,071 shares; 2025Q2: 1,610 shares; 2025Q3: 1,384 shares; 2025Q4: 2,335 shares; 2026Q1: 2,465 shares 2,465 $2.27M 0.02% +130 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 6,778 shares; 2025Q1: 6,092 shares; 2025Q2: 6,058 shares; 2025Q3: 5,956 shares; 2025Q4: 5,919 shares; 2026Q1: 6,068 shares 6,068 $2M 0.01% +149 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: 9,674 shares; 2024Q4: 8,961 shares; 2025Q1: 9,345 shares; 2025Q2: 11,555 shares; 2025Q3: 10,334 shares; 2025Q4: 10,351 shares; 2026Q1: 9,975 shares 9,975 $1.92M 0.01% -376 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: 2,749 shares; 2024Q4: 2,631 shares; 2025Q1: 2,529 shares; 2025Q2: 2,916 shares; 2025Q3: 2,853 shares; 2025Q4: 2,649 shares; 2026Q1: 2,715 shares 2,715 $1.92M 0.01% +66 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: 2,832 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,824 shares; 2025Q3: 3,008 shares; 2025Q4: 2,981 shares; 2026Q1: 3,341 shares 3,341 $1.91M 0.01% +360 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,255 shares; 2024Q4: 18,705 shares; 2025Q1: 18,247 shares; 2025Q2: 17,316 shares; 2025Q3: 16,693 shares; 2025Q4: 16,693 shares; 2026Q1: 16,693 shares 16,693 $1.89M 0.01% 0 Timeline DFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,170 shares; 2026Q1: 66,905 shares 66,905 $1.78M 0.01% +52,735 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: 20,919 shares; 2024Q4: 20,452 shares; 2025Q1: 20,250 shares; 2025Q2: 17,667 shares; 2025Q3: 17,532 shares; 2025Q4: 21,983 shares; 2026Q1: 22,781 shares 22,781 $1.77M 0.01% +798 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,138 shares; 2025Q1: 5,788 shares; 2025Q2: 5,857 shares; 2025Q3: 5,954 shares; 2025Q4: 5,701 shares; 2026Q1: 5,814 shares 5,814 $1.76M 0.01% +113 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: 5,222 shares; 2024Q4: 5,085 shares; 2025Q1: 4,933 shares; 2025Q2: 4,981 shares; 2025Q3: 5,115 shares; 2025Q4: 5,299 shares; 2026Q1: 5,466 shares 5,466 $1.7M 0.01% +167 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: 4,006 shares; 2024Q4: 6,363 shares; 2025Q1: 6,289 shares; 2025Q2: 6,633 shares; 2025Q3: 6,633 shares; 2025Q4: 6,691 shares; 2026Q1: 6,933 shares 6,933 $1.68M 0.01% +242 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: 1,892 shares; 2024Q4: 1,880 shares; 2025Q1: 2,240 shares; 2025Q2: 2,276 shares; 2025Q3: 2,416 shares; 2025Q4: 2,384 shares; 2026Q1: 2,344 shares 2,344 $1.52M 0.01% -40 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,528 shares; 2025Q1: 1,476 shares; 2025Q2: 1,472 shares; 2025Q3: 1,405 shares; 2025Q4: 1,437 shares; 2026Q1: 1,481 shares 1,481 $1.48M 0.01% +44 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: 4,632 shares; 2024Q4: 4,587 shares; 2025Q1: 4,491 shares; 2025Q2: 4,593 shares; 2025Q3: 4,392 shares; 2025Q4: 4,562 shares; 2026Q1: 4,668 shares 4,668 $1.41M 0.01% +106 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: 3,264 shares; 2024Q4: 3,443 shares; 2025Q1: 3,450 shares; 2025Q2: 3,783 shares; 2025Q3: 3,796 shares; 2025Q4: 3,877 shares; 2026Q1: 4,031 shares 4,031 $1.39M 0.01% +154 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: 16,284 shares; 2024Q4: 17,230 shares; 2025Q1: 17,494 shares; 2025Q2: 18,002 shares; 2025Q3: 18,473 shares; 2025Q4: 17,900 shares; 2026Q1: 18,131 shares 18,131 $1.38M 0.01% +231 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: 10,951 shares; 2024Q4: 10,403 shares; 2025Q1: 10,024 shares; 2025Q2: 9,450 shares; 2025Q3: 9,153 shares; 2025Q4: 10,639 shares; 2026Q1: 11,273 shares 11,273 $1.36M 0.01% +634 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: 5,525 shares; 2024Q4: 6,807 shares; 2025Q1: 7,157 shares; 2025Q2: 6,849 shares; 2025Q3: 7,134 shares; 2025Q4: 7,424 shares; 2026Q1: 6,119 shares 6,119 $1.33M 0.01% -1,305 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,518 shares 25,518 $1.32M 0.01% new 2026-09-30, 13G 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: 5,695 shares; 2024Q4: 5,653 shares; 2025Q1: 5,624 shares; 2025Q2: 8,148 shares; 2025Q3: 8,076 shares; 2025Q4: 6,487 shares; 2026Q1: 6,421 shares 6,421 $1.28M 0.01% -66 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: 19,523 shares; 2024Q4: 19,082 shares; 2025Q1: 18,195 shares; 2025Q2: 10,575 shares; 2025Q3: 24,313 shares; 2025Q4: 29,776 shares; 2026Q1: 30,017 shares 30,017 $1.23M 0.01% +241 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: 34,922 shares; 2024Q4: 31,951 shares; 2025Q1: 34,398 shares; 2025Q2: 34,621 shares; 2025Q3: 31,619 shares; 2025Q4: 44,145 shares; 2026Q1: 42,273 shares 42,273 $1.23M 0.01% -1,872 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: 11,220 shares; 2024Q4: 11,202 shares; 2025Q1: 10,237 shares; 2025Q2: 8,028 shares; 2025Q3: 7,703 shares; 2025Q4: 7,782 shares; 2026Q1: 7,785 shares 7,785 $1.21M 0.01% +3 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: 3,637 shares; 2024Q4: 3,257 shares; 2025Q1: 4,147 shares; 2025Q2: 3,057 shares; 2025Q3: 3,483 shares; 2025Q4: 2,860 shares; 2026Q1: 3,871 shares 3,871 $1.2M 0.01% +1,011 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: 6,903 shares; 2024Q4: 6,903 shares; 2025Q1: 8,311 shares; 2025Q2: 8,693 shares; 2025Q3: 8,134 shares; 2025Q4: 8,225 shares; 2026Q1: 8,424 shares 8,424 $1.1M 0.01% +199 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,474 shares; 2024Q4: 37,979 shares; 2025Q1: 25,504 shares; 2025Q2: 19,689 shares; 2025Q3: 18,839 shares; 2025Q4: 17,526 shares; 2026Q1: 14,276 shares 14,276 $1.1M 0.01% -3,250 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: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 1,990 shares; 2025Q2: 1,943 shares; 2025Q3: 1,913 shares; 2025Q4: 1,925 shares; 2026Q1: 1,992 shares 1,992 $1.07M 0.01% +67 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: 846 shares; 2024Q4: 778 shares; 2025Q1: 773 shares; 2025Q2: 799 shares; 2025Q3: 828 shares; 2025Q4: 9,914 shares; 2026Q1: 11,009 shares 11,009 $1.06M 0.01% +1,095 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: 1,825 shares; 2024Q4: 1,583 shares; 2025Q1: 1,572 shares; 2025Q2: 1,816 shares; 2025Q3: 1,794 shares; 2025Q4: 1,797 shares; 2026Q1: 1,788 shares 1,788 $1.03M 0.01% -9 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,739 shares; 2024Q4: 44,513 shares; 2025Q1: 54,658 shares; 2025Q2: 63,222 shares; 2025Q3: 68,648 shares; 2025Q4: 49,320 shares; 2026Q1: 51,812 shares 51,812 $1.01M 0.01% +2,492 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,025 shares; 2025Q1: 2,735 shares; 2025Q2: 2,659 shares; 2025Q3: 3,023 shares; 2025Q4: 2,811 shares; 2026Q1: 2,306 shares 2,306 $1.01M 0.01% -505 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,110 shares; 2024Q4: 40,675 shares; 2025Q1: 51,594 shares; 2025Q2: 61,306 shares; 2025Q3: 66,749 shares; 2025Q4: 47,513 shares; 2026Q1: 51,056 shares 51,056 $1M 0.01% +3,543 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: 8,170 shares; 2024Q4: 9,595 shares; 2025Q1: 10,526 shares; 2025Q2: 9,994 shares; 2025Q3: 10,002 shares; 2025Q4: 10,188 shares; 2026Q1: 9,704 shares 9,704 $996K 0.01% -484 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: 3,032 shares; 2024Q4: 3,348 shares; 2025Q1: 3,573 shares; 2025Q2: 2,991 shares; 2025Q3: 2,999 shares; 2025Q4: 3,543 shares; 2026Q1: 3,484 shares 3,484 $989K 0.01% -59 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: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,550 shares; 2025Q2: 2,039 shares; 2025Q3: 2,074 shares; 2025Q4: 2,394 shares; 2026Q1: 2,659 shares 2,659 $988K 0.01% +265 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: 6,834 shares; 2024Q4: 6,834 shares; 2025Q1: 6,826 shares; 2025Q2: 6,807 shares; 2025Q3: 6,258 shares; 2025Q4: 6,332 shares; 2026Q1: 6,524 shares 6,524 $960K 0.01% +192 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 850 shares; 2025Q1: 3,981 shares; 2025Q2: 10,555 shares; 2025Q3: 13,682 shares; 2025Q4: 12,627 shares; 2026Q1: 11,738 shares 11,738 $916K 0.01% -889 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: 15,356 shares; 2024Q4: 12,388 shares; 2025Q1: 11,194 shares; 2025Q2: 9,685 shares; 2025Q3: 8,960 shares; 2025Q4: 9,465 shares; 2026Q1: 9,524 shares 9,524 $885K 0.01% +59 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,263 shares; 2025Q4: 4,182 shares; 2026Q1: 4,182 shares 4,182 $883K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,603 shares; 2024Q4: 25,657 shares; 2025Q1: 24,113 shares; 2025Q2: 21,216 shares; 2025Q3: 18,021 shares; 2025Q4: 19,105 shares; 2026Q1: 17,486 shares 17,486 $852K 0.01% -1,619 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: 3,735 shares; 2024Q4: 3,657 shares; 2025Q1: 3,461 shares; 2025Q2: 3,500 shares; 2025Q3: 3,423 shares; 2025Q4: 3,459 shares; 2026Q1: 3,471 shares 3,471 $841K 0.01% +12 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: 455 shares; 2024Q4: 500 shares; 2025Q1: 478 shares; 2025Q2: 574 shares; 2025Q3: 532 shares; 2025Q4: 1,035 shares; 2026Q1: 959 shares 959 $837K 0.01% -76 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,817 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 3,925 shares; 2026Q1: 3,970 shares 3,970 $825K 0.01% +45 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,552 shares; 2024Q4: 34,078 shares; 2025Q1: 43,742 shares; 2025Q2: 51,772 shares; 2025Q3: 55,277 shares; 2025Q4: 37,189 shares; 2026Q1: 40,408 shares 40,408 $825K 0.01% +3,219 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: 22,252 shares; 2024Q4: 22,093 shares; 2025Q1: 22,093 shares; 2025Q2: 21,503 shares; 2025Q3: 20,740 shares; 2025Q4: 21,371 shares; 2026Q1: 21,397 shares 21,397 $804K 0.01% +26 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,217 shares; 2025Q1: 3,423 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 12,928 shares; 2026Q1: 13,020 shares 13,020 $798K 0.01% +92 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,492 shares; 2025Q1: 11,492 shares; 2025Q2: 12,999 shares; 2025Q3: 13,034 shares; 2025Q4: 42,875 shares; 2026Q1: 46,972 shares 46,972 $785K 0.01% +4,097 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,033 shares; 2025Q4: 2,151 shares; 2026Q1: 2,212 shares 2,212 $778K 0.01% +61 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 9,681 shares; 2025Q1: 45,558 shares; 2025Q2: 54,346 shares; 2025Q3: 58,058 shares; 2025Q4: 38,010 shares; 2026Q1: 41,541 shares 41,541 $775K 0.01% +3,531 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: 20,511 shares; 2024Q4: 18,352 shares; 2025Q1: 14,763 shares; 2025Q2: 13,611 shares; 2025Q3: 12,682 shares; 2025Q4: 14,515 shares; 2026Q1: 15,256 shares 15,256 $766K 0.01% +741 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 6,755 shares; 2025Q1: 5,661 shares; 2025Q2: 4,965 shares; 2025Q3: 5,286 shares; 2025Q4: 4,569 shares; 2026Q1: 5,091 shares 5,091 $754K 0.01% +522 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,779 shares; 2025Q2: 1,909 shares; 2025Q3: 1,919 shares; 2025Q4: 2,623 shares; 2026Q1: 2,646 shares 2,646 $739K <0.01% +23 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: 602 shares; 2024Q4: 523 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 1,954 shares; 2025Q4: 1,916 shares; 2026Q1: 2,078 shares 2,078 $713K <0.01% +162 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: 9,412 shares; 2024Q4: 9,012 shares; 2025Q1: 7,378 shares; 2025Q2: 7,348 shares; 2025Q3: 6,465 shares; 2025Q4: 6,959 shares; 2026Q1: 7,240 shares 7,240 $699K <0.01% +281 Timeline SPLV 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: 20,360 shares; 2024Q4: 16,167 shares; 2025Q1: 11,606 shares; 2025Q2: 10,981 shares; 2025Q3: 10,201 shares; 2025Q4: 9,549 shares; 2026Q1: 9,549 shares 9,549 $698K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,029 shares; 2025Q3: 1,589 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares 1,629 $695K <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 5,920 shares; 2026Q1: 5,920 shares 5,920 $682K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 4,404 shares; 2026Q1: 4,331 shares 4,331 $674K <0.01% -73 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: 60 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 22 shares; 2025Q3: 1,594 shares; 2025Q4: not reported; 2026Q1: 9,040 shares 9,040 $666K <0.01% new 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: 2,933 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 3,450 shares; 2025Q4: 59 shares; 2026Q1: 2,992 shares 2,992 $654K <0.01% +2,933 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: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 2,703 shares; 2025Q2: 3,443 shares; 2025Q3: 2,909 shares; 2025Q4: 2,947 shares; 2026Q1: 2,758 shares 2,758 $652K <0.01% -189 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 32,335 shares; 2025Q1: 34,009 shares; 2025Q2: 34,337 shares; 2025Q3: 35,161 shares; 2025Q4: 20,004 shares; 2026Q1: 27,456 shares 27,456 $649K <0.01% +7,452 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: 7,684 shares; 2024Q4: 8,146 shares; 2025Q1: 7,788 shares; 2025Q2: 7,757 shares; 2025Q3: 7,434 shares; 2025Q4: 6,247 shares; 2026Q1: 6,634 shares 6,634 $639K <0.01% +387 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: 1,237 shares; 2024Q4: 1,222 shares; 2025Q1: 1,129 shares; 2025Q2: 1,175 shares; 2025Q3: 1,236 shares; 2025Q4: 1,298 shares; 2026Q1: 1,257 shares 1,257 $628K <0.01% -41 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,419 shares; 2024Q4: 30,548 shares; 2025Q1: 57,593 shares; 2025Q2: 57,914 shares; 2025Q3: 58,814 shares; 2025Q4: 45,272 shares; 2026Q1: 26,202 shares 26,202 $619K <0.01% -19,070 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: 10,290 shares; 2024Q4: 11,768 shares; 2025Q1: 11,039 shares; 2025Q2: 11,345 shares; 2025Q3: 11,785 shares; 2025Q4: 12,952 shares; 2026Q1: 13,552 shares 13,552 $598K <0.01% +600 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares 5,008 $594K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,662 shares; 2025Q1: 1,662 shares; 2025Q2: 1,662 shares; 2025Q3: 1,732 shares; 2025Q4: 1,758 shares; 2026Q1: 1,858 shares 1,858 $591K <0.01% +100 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: 3,024 shares; 2024Q4: 2,937 shares; 2025Q1: 2,778 shares; 2025Q2: 2,688 shares; 2025Q3: 2,723 shares; 2025Q4: 2,773 shares; 2026Q1: 2,839 shares 2,839 $578K <0.01% +66 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 636 shares; 2025Q2: 10,772 shares; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares; 2026Q1: 11,245 shares 11,245 $578K <0.01% +473 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,182 shares; 2025Q1: 5,100 shares; 2025Q2: 5,093 shares; 2025Q3: 4,122 shares; 2025Q4: 4,311 shares; 2026Q1: 4,295 shares 4,295 $567K <0.01% -16 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: 2,058 shares; 2024Q4: 2,267 shares; 2025Q1: 2,594 shares; 2025Q2: 2,328 shares; 2025Q3: 2,610 shares; 2025Q4: 4,529 shares; 2026Q1: 4,216 shares 4,216 $560K <0.01% -313 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 6,465 shares; 2025Q1: 5,293 shares; 2025Q2: 4,933 shares; 2025Q3: 4,612 shares; 2025Q4: 4,387 shares; 2026Q1: 4,152 shares 4,152 $550K <0.01% -235 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: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,933 shares; 2026Q1: 1,932 shares 1,932 $548K <0.01% -1 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: 552 shares; 2024Q4: 554 shares; 2025Q1: 565 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 586 shares; 2026Q1: 647 shares 647 $547K <0.01% +61 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,685 shares; 2024Q4: 32,766 shares; 2025Q1: 28,798 shares; 2025Q2: 20,753 shares; 2025Q3: 17,977 shares; 2025Q4: 13,698 shares; 2026Q1: 11,634 shares 11,634 $547K <0.01% -2,064 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: 2,842 shares; 2024Q4: 2,736 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,538 shares; 2025Q4: 2,593 shares; 2026Q1: 2,745 shares 2,745 $533K <0.01% +152 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: 1,700 shares; 2024Q4: 1,688 shares; 2025Q1: 1,839 shares; 2025Q2: 1,617 shares; 2025Q3: 1,497 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares 1,488 $530K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,918 shares; 2025Q1: 5,251 shares; 2025Q2: 5,574 shares; 2025Q3: 5,550 shares; 2025Q4: 5,893 shares; 2026Q1: 6,572 shares 6,572 $523K <0.01% +679 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: 5,975 shares; 2024Q4: 6,489 shares; 2025Q1: 5,989 shares; 2025Q2: 5,989 shares; 2025Q3: 5,989 shares; 2025Q4: 6,004 shares; 2026Q1: 6,004 shares 6,004 $512K <0.01% 0 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: 4,955 shares; 2024Q4: 5,330 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 6,964 shares; 2025Q4: 6,608 shares; 2026Q1: 8,002 shares 8,002 $495K <0.01% +1,394 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: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,226 shares; 2026Q1: 1,424 shares 1,424 $487K <0.01% +198 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: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,803 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,839 shares; 2026Q1: 2,861 shares 2,861 $484K <0.01% +22 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: 5,079 shares; 2024Q4: 4,897 shares; 2025Q1: 5,098 shares; 2025Q2: 5,369 shares; 2025Q3: 5,121 shares; 2025Q4: 5,152 shares; 2026Q1: 5,360 shares 5,360 $480K <0.01% +208 Timeline HBT HBT FINL INC. More: the full row for HBT FINL 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: 17,834 shares 17,834 $477K <0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,890 shares; 2026Q1: 2,125 shares 2,125 $454K <0.01% +235 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 20,504 shares; 2025Q1: 21,551 shares; 2025Q2: 22,572 shares; 2025Q3: 24,255 shares; 2025Q4: 11,879 shares; 2026Q1: 19,382 shares 19,382 $453K <0.01% +7,503 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: 14,579 shares; 2024Q4: 14,390 shares; 2025Q1: 12,757 shares; 2025Q2: 13,057 shares; 2025Q3: 11,615 shares; 2025Q4: 13,582 shares; 2026Q1: 14,333 shares 14,333 $412K <0.01% +751 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: 1,134 shares; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,155 shares; 2025Q3: 1,200 shares; 2025Q4: 1,317 shares; 2026Q1: 1,443 shares 1,443 $390K <0.01% +126 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,645 shares 9,645 $384K <0.01% new 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 560 shares; 2025Q2: 610 shares; 2025Q3: 675 shares; 2025Q4: 664 shares; 2026Q1: 672 shares 672 $379K <0.01% +8 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: 1,465 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,305 shares; 2025Q3: 1,173 shares; 2025Q4: 1,494 shares; 2026Q1: 1,638 shares 1,638 $370K <0.01% +144 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: 1,654 shares; 2024Q4: 1,622 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,280 shares; 2026Q1: 1,273 shares 1,273 $370K <0.01% -7 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,717 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 3,312 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares 3,296 $362K <0.01% 0 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 1,336 shares; 2025Q4: 1,651 shares; 2026Q1: 1,661 shares 1,661 $355K <0.01% +10 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 863 shares; 2026Q1: 954 shares 954 $341K <0.01% +91 Timeline DFAE 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: 34,992 shares; 2024Q4: 26,801 shares; 2025Q1: 16,640 shares; 2025Q2: 12,418 shares; 2025Q3: 11,024 shares; 2025Q4: 10,645 shares; 2026Q1: 10,024 shares 10,024 $339K <0.01% -621 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 666 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 675 shares; 2026Q1: 680 shares 680 $334K <0.01% +5 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,833 shares 4,833 $325K <0.01% +46 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 4,146 shares; 2025Q1: 14,291 shares; 2025Q2: 5,224 shares; 2025Q3: 9,965 shares; 2025Q4: 6,087 shares; 2026Q1: 13,693 shares 13,693 $315K <0.01% +7,606 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,910 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares 1,933 $313K <0.01% 0 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: 1,786 shares; 2024Q4: 1,733 shares; 2025Q1: 1,990 shares; 2025Q2: 2,223 shares; 2025Q3: 2,291 shares; 2025Q4: 2,335 shares; 2026Q1: 2,407 shares 2,407 $310K <0.01% +72 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 6,291 shares; 2025Q1: 5,919 shares; 2025Q2: 5,492 shares; 2025Q3: 5,389 shares; 2025Q4: 5,471 shares; 2026Q1: 5,639 shares 5,639 $298K <0.01% +168 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: 2,265 shares; 2024Q4: 2,235 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,609 shares; 2026Q1: 1,431 shares 1,431 $298K <0.01% -178 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: 2,289 shares; 2024Q4: 1,704 shares; 2025Q1: 1,598 shares; 2025Q2: 1,759 shares; 2025Q3: 1,701 shares; 2025Q4: 1,973 shares; 2026Q1: 2,200 shares 2,200 $290K <0.01% +227 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: 1,825 shares; 2024Q4: 1,792 shares; 2025Q1: 1,737 shares; 2025Q2: 1,840 shares; 2025Q3: 1,492 shares; 2025Q4: 1,498 shares; 2026Q1: 1,712 shares 1,712 $283K <0.01% +214 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 11,146 shares 11,146 $283K <0.01% new 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: 3,014 shares; 2024Q4: 2,784 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,922 shares 2,922 $282K <0.01% +258 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 503 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $271K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,143 shares; 2024Q4: 6,142 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 6,388 shares; 2025Q4: 5,048 shares; 2026Q1: 5,452 shares 5,452 $267K <0.01% +404 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: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,241 shares 1,241 $262K <0.01% +29 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 5,052 shares; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,115 shares; 2026Q1: 5,115 shares 5,115 $258K <0.01% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,188 shares 1,188 $257K <0.01% +188 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 8,856 shares; 2025Q1: 8,856 shares; 2025Q2: 10,059 shares; 2025Q3: 10,636 shares; 2025Q4: 12,246 shares; 2026Q1: 12,146 shares 12,146 $257K <0.01% -100 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,744 shares; 2026Q1: 1,872 shares 1,872 $255K <0.01% +128 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: 17,061 shares; 2024Q4: 17,479 shares; 2025Q1: 15,876 shares; 2025Q2: 11,262 shares; 2025Q3: 8,862 shares; 2025Q4: 8,426 shares; 2026Q1: 9,043 shares 9,043 $254K <0.01% +617 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,554 shares; 2025Q1: 1,991 shares; 2025Q2: 1,971 shares; 2025Q3: 2,222 shares; 2025Q4: 1,985 shares; 2026Q1: 1,718 shares 1,718 $252K <0.01% -267 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 905 shares 905 $249K <0.01% +113 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,899 shares; 2024Q4: 9,096 shares; 2025Q1: 6,198 shares; 2025Q2: 4,767 shares; 2025Q3: 4,680 shares; 2025Q4: 4,166 shares; 2026Q1: 4,068 shares 4,068 $245K <0.01% -98 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: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,129 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,406 shares; 2026Q1: 2,549 shares 2,549 $237K <0.01% +1,143 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: 270 shares; 2024Q4: 260 shares; 2025Q1: 268 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $235K <0.01% 0 Timeline IDV 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: 5,475 shares; 2024Q4: 5,686 shares; 2025Q1: 5,876 shares; 2025Q2: 5,876 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares; 2026Q1: 5,306 shares 5,306 $226K <0.01% -165 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,285 shares; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 13,189 shares; 2025Q3: 13,211 shares; 2025Q4: 13,335 shares; 2026Q1: 13,623 shares 13,623 $224K <0.01% +288 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 6,113 shares; 2025Q1: 3,511 shares; 2025Q2: 2,322 shares; 2025Q3: 2,728 shares; 2025Q4: 2,088 shares; 2026Q1: 2,144 shares 2,144 $222K <0.01% +56 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,505 shares; 2025Q2: 4,073 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 4,073 shares 4,073 $221K <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: 1,704 shares; 2024Q4: 1,733 shares; 2025Q1: 1,721 shares; 2025Q2: 1,321 shares; 2025Q3: 1,336 shares; 2025Q4: 1,725 shares; 2026Q1: 1,939 shares 1,939 $220K <0.01% +214 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,873 shares; 2026Q1: 1,897 shares 1,897 $220K <0.01% +24 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: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 828 shares; 2025Q3: 1,021 shares; 2025Q4: 1,067 shares; 2026Q1: 1,193 shares 1,193 $218K <0.01% +126 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,147 shares; 2025Q2: 9,378 shares; 2025Q3: 9,443 shares; 2025Q4: 10,085 shares; 2026Q1: 10,299 shares 10,299 $213K <0.01% +214 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 723 shares; 2025Q1: 680 shares; 2025Q2: 629 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 574 shares 574 $213K <0.01% -14 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $212K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,504 shares; 2025Q1: 2,517 shares; 2025Q2: 2,267 shares; 2025Q3: 2,267 shares; 2025Q4: 1,373 shares; 2026Q1: 1,379 shares 1,379 $207K <0.01% +6 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,057 shares; 2025Q4: 1,104 shares; 2026Q1: 1,090 shares 1,090 $207K <0.01% -14 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: 971 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 717 shares; 2025Q3: 1,068 shares; 2025Q4: 1,033 shares; 2026Q1: 1,053 shares 1,053 $207K <0.01% +20 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,546 shares; 2025Q1: 1,264 shares; 2025Q2: 1,489 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $206K <0.01% 0 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: 510 shares; 2024Q4: 360 shares; 2025Q1: 437 shares; 2025Q2: 654 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 832 shares 832 $206K <0.01% +100 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: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 556 shares; 2026Q1: 562 shares 562 $202K <0.01% +6 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: 1,100 shares; 2024Q4: 1,033 shares; 2025Q1: 1,103 shares; 2025Q2: 728 shares; 2025Q3: 361 shares; 2025Q4: 678 shares; 2026Q1: 682 shares 682 $196K <0.01% +4 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: 324 shares; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares 7,740 $194K <0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 9,163 shares; 2025Q3: 9,457 shares; 2025Q4: 9,536 shares; 2026Q1: 9,431 shares 9,431 $194K <0.01% -105 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: 1,357 shares; 2024Q4: 1,328 shares; 2025Q1: 1,233 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 704 shares; 2026Q1: 818 shares 818 $188K <0.01% +114 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 2,545 shares; 2025Q2: 1,914 shares; 2025Q3: 1,890 shares; 2025Q4: 2,518 shares; 2026Q1: 3,049 shares 3,049 $185K <0.01% +531 Timeline RWJ 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: 2,410 shares; 2024Q4: 2,655 shares; 2025Q1: 3,567 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 3,658 shares 3,658 $185K <0.01% +91 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 221 shares; 2025Q3: 280 shares; 2025Q4: 347 shares; 2026Q1: 525 shares 525 $177K <0.01% +178 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 643 shares; 2026Q1: 853 shares 853 $174K <0.01% +210 Timeline SLYG 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: 1,810 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $172K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,075 shares; 2026Q1: 875 shares 875 $168K <0.01% -200 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 5,921 shares; 2025Q4: 5,921 shares; 2026Q1: 5,921 shares 5,921 $167K <0.01% 0 Timeline XMMO 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: 506 shares; 2024Q4: 658 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,149 shares 1,149 $167K <0.01% +75 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 130 shares; 2026Q1: 1,067 shares 1,067 $163K <0.01% +937 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 493 shares 493 $162K <0.01% +70 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,176 shares 3,176 $161K <0.01% new Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $159K <0.01% new 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: 690 shares; 2024Q4: 699 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 584 shares; 2025Q4: 596 shares; 2026Q1: 596 shares 596 $159K <0.01% 0 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,320 shares; 2026Q1: 2,433 shares 2,433 $157K <0.01% +113 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: 13,965 shares; 2024Q4: 11,508 shares; 2025Q1: 11,848 shares; 2025Q2: 12,146 shares; 2025Q3: 12,507 shares; 2025Q4: 10,502 shares; 2026Q1: 13,479 shares 13,479 $156K <0.01% +2,977 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: 539 shares; 2024Q4: 533 shares; 2025Q1: 572 shares; 2025Q2: 657 shares; 2025Q3: 674 shares; 2025Q4: 705 shares; 2026Q1: 829 shares 829 $155K <0.01% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $153K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,258 shares; 2025Q2: 3,466 shares; 2025Q3: 2,134 shares; 2025Q4: 2,105 shares; 2026Q1: 2,306 shares 2,306 $152K <0.01% +201 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,592 shares; 2026Q1: 1,599 shares 1,599 $152K <0.01% +7 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,185 shares; 2025Q1: 4,226 shares; 2025Q2: 5,235 shares; 2025Q3: 6,027 shares; 2025Q4: 6,047 shares; 2026Q1: 6,047 shares 6,047 $150K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 7,449 shares; 2025Q3: 7,449 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares 4,694 $148K <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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 795 shares; 2026Q1: 1,130 shares 1,130 $148K <0.01% +335 Timeline RWK 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: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $145K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 4,499 shares; 2025Q1: 3,010 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares 2,930 $145K <0.01% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 4,568 shares; 2025Q1: 4,613 shares; 2025Q2: 5,775 shares; 2025Q3: 6,711 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares 6,735 $141K <0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 4,274 shares; 2025Q1: 4,196 shares; 2025Q2: 5,194 shares; 2025Q3: 5,931 shares; 2025Q4: 5,950 shares; 2026Q1: 5,510 shares 5,510 $140K <0.01% -440 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: 1,226 shares; 2024Q4: 1,222 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 957 shares 957 $139K <0.01% +88 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: 808 shares; 2024Q4: 1,616 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,230 shares 1,230 $138K <0.01% +136 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 1,034 shares; 2025Q3: 586 shares; 2025Q4: 1,033 shares; 2026Q1: 923 shares 923 $135K <0.01% -110 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 2,081 shares; 2026Q1: 2,340 shares 2,340 $132K <0.01% +259 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,086 shares; 2025Q2: 3,932 shares; 2025Q3: 5,116 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares 5,379 $130K <0.01% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,881 shares; 2025Q1: 3,923 shares; 2025Q2: 5,035 shares; 2025Q3: 5,912 shares; 2025Q4: 5,935 shares; 2026Q1: 5,935 shares 5,935 $129K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,719 shares; 2025Q1: 1,804 shares; 2025Q2: 1,604 shares; 2025Q3: 1,163 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $128K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 226 shares; 2026Q1: 301 shares 301 $128K <0.01% +75 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,673 shares; 2025Q4: 1,526 shares; 2026Q1: 1,556 shares 1,556 $127K <0.01% +30 Timeline RWO 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: 10,412 shares; 2024Q4: 6,572 shares; 2025Q1: 5,308 shares; 2025Q2: 3,474 shares; 2025Q3: 2,624 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares 2,749 $126K <0.01% 0 Timeline VETZ TIDAL TRUST I More: the full row for TIDAL TRUST 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: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares 6,250 $125K <0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 866 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 685 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $124K <0.01% 0 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,217 shares 1,217 $124K <0.01% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 6,445 shares; 2026Q1: 4,829 shares 4,829 $124K <0.01% -1,616 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,356 shares 1,356 $123K <0.01% +306 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: 319 shares; 2024Q4: 319 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 276 shares; 2025Q4: 207 shares; 2026Q1: 294 shares 294 $123K <0.01% +87 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 3,122 shares; 2026Q1: 3,177 shares 3,177 $121K <0.01% +55 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 616 shares; 2026Q1: 1,002 shares 1,002 $119K <0.01% +386 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: 925 shares; 2025Q1: 272 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 296 shares; 2026Q1: 561 shares 561 $117K <0.01% +265 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,829 shares; 2026Q1: 1,836 shares 1,836 $117K <0.01% +7 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: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 801 shares; 2025Q4: 512 shares; 2026Q1: 470 shares 470 $117K <0.01% -42 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: 2,854 shares 2,854 $115K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 1,539 shares; 2025Q1: 1,639 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,574 shares; 2026Q1: 1,558 shares 1,558 $111K <0.01% -16 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 738 shares; 2026Q1: 756 shares 756 $111K <0.01% +18 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 636 shares; 2026Q1: 597 shares 597 $110K <0.01% -39 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 970 shares 970 $107K <0.01% +118 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares; 2026Q1: 952 shares 952 $105K <0.01% 0 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: 18 shares; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 159 shares; 2025Q3: 312 shares; 2025Q4: 329 shares; 2026Q1: 311 shares 311 $105K <0.01% -18 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,279 shares 1,279 $105K <0.01% +54 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $104K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 916 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160 $104K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,174 shares 9,174 $103K <0.01% new Timeline MGV 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $102K <0.01% 0 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,183 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,093 shares; 2026Q1: 1,178 shares 1,178 $102K <0.01% +85 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $102K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,505 shares 5,505 $102K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 2,963 shares; 2025Q1: 1,046 shares; 2025Q2: 710 shares; 2025Q3: 761 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $101K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 787 shares 787 $100K <0.01% +137 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: 2,812 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 2,812 shares 2,812 $99.7K <0.01% -984 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR 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: 1,217 shares 1,217 $99.1K <0.01% new 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: 1,265 shares; 2024Q4: 323 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 239 shares; 2025Q4: 2,401 shares; 2026Q1: 3,599 shares 3,599 $98.8K <0.01% +1,198 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 971 shares; 2025Q2: 950 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 950 shares 950 $98.4K <0.01% +50 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: 5,568 shares; 2024Q4: 2,197 shares; 2025Q1: 1,535 shares; 2025Q2: 1,817 shares; 2025Q3: 2,016 shares; 2025Q4: 1,817 shares; 2026Q1: 1,817 shares 1,817 $98.2K <0.01% 0 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,588 shares 6,588 $97.5K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares 4,420 $96.8K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 554 shares; 2026Q1: 258 shares 258 $94.7K <0.01% -296 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 17 shares; 2026Q1: 71 shares 71 $93.8K <0.01% +54 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: 377 shares; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 269 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $93.2K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 666 shares; 2025Q3: 645 shares; 2025Q4: 607 shares; 2026Q1: 758 shares 758 $91.9K <0.01% +151 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 667 shares; 2025Q3: 720 shares; 2025Q4: 640 shares; 2026Q1: 798 shares 798 $91.8K <0.01% +158 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: not reported; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 539 shares; 2025Q4: 564 shares; 2026Q1: 744 shares 744 $91.3K <0.01% +180 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: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $89.9K <0.01% 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: 825 shares; 2024Q4: 483 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 399 shares; 2026Q1: 490 shares 490 $89.3K <0.01% +91 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: 55 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 578 shares; 2026Q1: 948 shares 948 $89.1K <0.01% +370 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: 158 shares; 2024Q4: 158 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 213 shares; 2026Q1: 304 shares 304 $88.7K <0.01% +91 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 334 shares; 2025Q2: 634 shares; 2025Q3: 384 shares; 2025Q4: 665 shares; 2026Q1: 672 shares 672 $88K <0.01% +7 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: 461 shares; 2024Q4: 907 shares; 2025Q1: 679 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 711 shares; 2026Q1: 270 shares 270 $88K <0.01% -441 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 77 shares; 2025Q3: 70 shares; 2025Q4: 85 shares; 2026Q1: 175 shares 175 $80.7K <0.01% +90 Timeline SPDW 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: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares 1,766 $80.6K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893 $80.5K <0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $79.7K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares 1,097 $79.5K <0.01% 0 Timeline SPGP 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: 818 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $78.6K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,538 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,262 shares; 2026Q1: 1,701 shares 1,701 $76.9K <0.01% +439 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 140 shares; 2026Q1: 474 shares 474 $75.7K <0.01% +334 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: 713 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,193 shares; 2026Q1: 1,016 shares 1,016 $75.7K <0.01% -177 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 969 shares; 2026Q1: 1,040 shares 1,040 $75.3K <0.01% +71 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 36 shares; 2025Q3: 63 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $74.1K <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: 966 shares; 2024Q4: 966 shares; 2025Q1: 885 shares; 2025Q2: 909 shares; 2025Q3: 835 shares; 2025Q4: 873 shares; 2026Q1: 1,024 shares 1,024 $73.5K <0.01% +151 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: not reported; 2024Q4: 400 shares; 2025Q1: 205 shares; 2025Q2: 232 shares; 2025Q3: 205 shares; 2025Q4: 223 shares; 2026Q1: 371 shares 371 $73.3K <0.01% +148 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 342 shares 342 $73.3K <0.01% +38 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 33 shares; 2026Q1: 146 shares 146 $72.4K <0.01% +113 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: 1,477 shares; 2024Q4: 1,477 shares; 2025Q1: 1,564 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 1,531 shares 1,531 $72K <0.01% +944 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 614 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 1,299 shares 1,299 $71.8K <0.01% +744 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,104 shares 1,104 $71.8K <0.01% +98 Timeline AMKBY A.P. MOLLER-MAERSK A/S UNSPONS More: the full row for A.P. MOLLER-MAERSK A/S UNSPONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares 5,586 $71.5K <0.01% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO 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: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares 3,835 $70.9K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP 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 $70.5K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $70K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 416 shares; 2025Q1: 226 shares; 2025Q2: 201 shares; 2025Q3: 284 shares; 2025Q4: 297 shares; 2026Q1: 430 shares 430 $68.9K <0.01% +133 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: 1,742 shares; 2024Q4: 4,718 shares; 2025Q1: 5,928 shares; 2025Q2: 5,217 shares; 2025Q3: 4,228 shares; 2025Q4: 4,129 shares; 2026Q1: 2,329 shares 2,329 $67.8K <0.01% -1,800 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 638 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 674 shares 674 $67.8K <0.01% +235 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $67.6K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $67.3K <0.01% 0 Timeline DHS 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 673 shares; 2026Q1: 615 shares 615 $67.2K <0.01% -58 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: 905 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 675 shares; 2025Q3: 487 shares; 2025Q4: 1,039 shares; 2026Q1: 801 shares 801 $67.1K <0.01% -238 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 523 shares; 2025Q2: 495 shares; 2025Q3: 450 shares; 2025Q4: 499 shares; 2026Q1: 333 shares 333 $66K <0.01% -166 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $65.5K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,227 shares 1,227 $64.8K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 76 shares; 2026Q1: 110 shares 110 $64.8K <0.01% +34 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 2,450 shares; 2026Q1: 3,817 shares 3,817 $63.4K <0.01% +1,367 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 3,109 shares; 2026Q1: 3,109 shares 3,109 $63.2K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,063 shares 1,063 $63K <0.01% +163 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 361 shares; 2025Q4: 388 shares; 2026Q1: 690 shares 690 $62.5K <0.01% +302 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 985 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $62.4K <0.01% 0 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 793 shares 793 $61.7K <0.01% new Timeline MIELY MITSUBISHI ELEC. CORP ADR More: the full row for MITSUBISHI ELEC. CORP ADR 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: 948 shares 948 $61.5K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 486 shares 486 $61.5K <0.01% +330 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,922 shares; 2025Q3: 2,003 shares; 2025Q4: 1,903 shares; 2026Q1: 2,368 shares 2,368 $61.3K <0.01% +465 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 394 shares; 2025Q2: 390 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 372 shares 372 $60.6K <0.01% -53 Timeline ADRNY KONINKLIJKE AHOLD DELHAIZE N.V More: the full row for KONINKLIJKE AHOLD DELHAIZE N.V 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: 1,298 shares 1,298 $60.4K <0.01% new Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $60.1K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 645 shares; 2026Q1: 897 shares 897 $59.6K <0.01% +252 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares 812 $59.4K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $59.2K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $59.1K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 348 shares 348 $57.3K <0.01% +280 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 143 shares; 2025Q2: 261 shares; 2025Q3: 629 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $56.9K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 120 shares 120 $56.8K <0.01% +16 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: 494 shares; 2024Q4: 494 shares; 2025Q1: 449 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $56.8K <0.01% 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: 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 $56.8K <0.01% 0 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $54.9K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,858 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,600 shares; 2026Q1: 1,049 shares 1,049 $54.6K <0.01% -551 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 2,494 shares; 2026Q1: 1,870 shares 1,870 $54.4K <0.01% -624 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 31 shares; 2026Q1: 401 shares 401 $54.3K <0.01% +370 Timeline RPG 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: 1,158 shares; 2026Q1: 1,158 shares 1,158 $54.1K <0.01% 0 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE 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: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares 3,280 $53.5K <0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 1,560 shares; 2025Q3: 1,814 shares; 2025Q4: 1,607 shares; 2026Q1: 828 shares 828 $53.1K <0.01% -779 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $52.9K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 302 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $52.3K <0.01% 0 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: 1,526 shares; 2024Q4: 400 shares; 2025Q1: 427 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 474 shares; 2026Q1: 536 shares 536 $52.1K <0.01% +62 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 366 shares; 2025Q3: 1,319 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $52.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 613 shares 613 $51.9K <0.01% +16 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 1,636 shares; 2025Q3: 1,439 shares; 2025Q4: 2,017 shares; 2026Q1: 1,127 shares 1,127 $51.6K <0.01% -890 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 180 shares; 2026Q1: 391 shares 391 $51.3K <0.01% +211 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares; 2026Q1: 974 shares 974 $49.5K <0.01% +106 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: 184 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 223 shares; 2025Q3: 162 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $48.9K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 39 shares; 2025Q2: 294 shares; 2025Q3: 155 shares; 2025Q4: 491 shares; 2026Q1: 669 shares 669 $48.7K <0.01% +178 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $48.6K <0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 321 shares; 2025Q4: 374 shares; 2026Q1: 253 shares 253 $48.5K <0.01% -121 Timeline E ENI SPA More: the full row for ENI SPA 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: 854 shares 854 $48.5K <0.01% new 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: 1,933 shares; 2024Q4: 2,565 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,517 shares 2,517 $48.4K <0.01% +78 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $48.2K <0.01% 0 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN 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: 1,895 shares 1,895 $47.7K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 13 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 19 shares; 2026Q1: 190 shares 190 $47.5K <0.01% +171 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 47 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 111 shares; 2026Q1: 340 shares 340 $47.4K <0.01% +229 Timeline CAJPY CANON INC ADS (1 SH COM) More: the full row for CANON INC ADS (1 SH COM) 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: 1,705 shares 1,705 $47.4K <0.01% new Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $47.1K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $46.1K <0.01% 0 Timeline NOBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $46.1K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 596 shares; 2025Q3: 229 shares; 2025Q4: 255 shares; 2026Q1: 407 shares 407 $46.1K <0.01% +152 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 102 shares; 2025Q1: 106 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 106 shares; 2026Q1: 189 shares 189 $45.9K <0.01% +83 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares 398 $45.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 102 shares; 2026Q1: 345 shares 345 $45.6K <0.01% +243 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $45.3K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 485 shares; 2026Q1: 575 shares 575 $44.3K <0.01% +90 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $43.4K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 852 shares; 2026Q1: 850 shares 850 $43.2K <0.01% -2 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 261 shares; 2025Q4: 284 shares; 2026Q1: 435 shares 435 $43.1K <0.01% +151 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: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,960 shares 3,960 $42.5K <0.01% +140 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR 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: 234 shares 234 $41.9K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 142 shares 142 $41.9K <0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 136 shares 136 $41.4K <0.01% +98 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 460 shares; 2026Q1: 640 shares 640 $41K <0.01% +180 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $40.9K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 255 shares 255 $40.1K <0.01% +55 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 21 shares; 2026Q1: 92 shares 92 $39.8K <0.01% +71 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 278 shares; 2026Q1: 400 shares 400 $39.7K <0.01% +122 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: 421,095 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $39.4K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $39.4K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 321 shares; 2025Q4: 330 shares; 2026Q1: 559 shares 559 $38.7K <0.01% +229 Timeline CICHY China Construction Bank Corpor More: the full row for China Construction Bank Corpor 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: 1,773 shares 1,773 $38.6K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $38.2K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $38K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 96 shares; 2025Q4: 122 shares; 2026Q1: 243 shares 243 $37.8K <0.01% +121 Timeline SGAPY Singapore Telecommunications L More: the full row for Singapore Telecommunications L 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: 970 shares 970 $37.5K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 231 shares; 2026Q1: 517 shares 517 $37.2K <0.01% +286 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 161 shares 161 $37.1K <0.01% +118 Timeline ENGIY ENGIE (FRANCE) More: the full row for ENGIE (FRANCE) 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: 1,130 shares 1,130 $37.1K <0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $36.7K <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: not reported; 2024Q4: 2,281 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 459 shares 459 $36.5K <0.01% +59 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 176 shares 176 $36.4K <0.01% -176 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 27 shares; 2026Q1: 345 shares 345 $36.3K <0.01% +318 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 79 shares; 2026Q1: 81 shares 81 $36.2K <0.01% +2 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: 353 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $36K <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: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 33 shares; 2026Q1: 193 shares 193 $36K <0.01% +160 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 87 shares; 2025Q4: 93 shares; 2026Q1: 113 shares 113 $35.5K <0.01% +20 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 141 shares 141 $35.3K <0.01% +136 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 7 shares; 2026Q1: 97 shares 97 $35.2K <0.01% +90 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $35.1K <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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 30 shares 30 $34.8K <0.01% +25 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 80 shares 80 $34.7K <0.01% +13 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: not reported; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $34.4K <0.01% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $33.9K <0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $33.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $33.1K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460 $33K <0.01% new 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: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453 shares 453 $33K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121 $32.9K <0.01% new 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: 292 shares; 2024Q4: 292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 303 shares 303 $32.8K <0.01% +248 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 972 shares 972 $32.6K <0.01% +821 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares; 2026Q1: 969 shares 969 $32.2K <0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares 74 $32.1K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $32.1K <0.01% 0 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: 200 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 416 shares; 2026Q1: 692 shares 692 $32.1K <0.01% +276 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 100 shares; 2025Q4: 114 shares; 2026Q1: 281 shares 281 $32.1K <0.01% +167 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,376 shares 1,376 $31.8K <0.01% +65 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 1,464 shares 1,464 $31.7K <0.01% +1,193 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $31.4K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $31.2K <0.01% 0 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 816 shares 816 $31K <0.01% new 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: 14,480 shares; 2024Q4: 14,480 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 7,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $30.9K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 383 shares; 2026Q1: 401 shares 401 $30.6K <0.01% +18 Timeline DRIV 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: 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 $30.5K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 856 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $30.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 20 shares; 2026Q1: 167 shares 167 $30.1K <0.01% +147 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $30K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 324 shares 324 $30K <0.01% +313 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,659 shares; 2026Q1: 719 shares 719 $29.9K <0.01% -940 Timeline NTTYY NTT, INC. AMERICAN DEPOSITARY More: the full row for NTT, INC. AMERICAN DEPOSITARY 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: 1,196 shares 1,196 $29.8K <0.01% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU 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: 822 shares 822 $29.6K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 351 shares 351 $29.5K <0.01% +325 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 140 shares; 2026Q1: 275 shares 275 $28.8K <0.01% +135 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares 376 $28.6K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $28.6K <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: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 446 shares; 2026Q1: 488 shares 488 $28.6K <0.01% +42 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 418 shares 418 $28.4K <0.01% +237 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 308 shares 308 $28.4K <0.01% +278 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 240 shares; 2025Q2: 170 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $28.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 136 shares 136 $28.1K <0.01% +95 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 826 shares; 2025Q1: 798 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 785 shares 785 $28K <0.01% +192 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 836 shares 836 $27.8K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $27.5K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 500 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $27.2K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 216 shares 216 $27.1K <0.01% +20 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $27K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $26.8K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 970 shares 970 $26.6K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares 174 $26.5K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 124 shares 124 $26.2K <0.01% +116 Timeline IDCBY Industrial & Commercial Bank o More: the full row for Industrial & Commercial Bank o 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: 1,478 shares 1,478 $26.2K <0.01% new Timeline SPEM 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: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares; 2026Q1: 556 shares 556 $26.1K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares 124 $25.8K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 286 shares; 2026Q1: 292 shares 292 $25.8K <0.01% +6 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $25.7K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP 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: 685 shares; 2026Q1: 685 shares 685 $25.2K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 36 shares; 2026Q1: 127 shares 127 $25.2K <0.01% +91 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC 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: 470 shares; 2026Q1: 470 shares 470 $25.2K <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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 17 shares; 2025Q4: 19 shares; 2026Q1: 23 shares 23 $25.2K <0.01% +4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423 shares 423 $24.9K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $24.8K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 144 shares; 2025Q1: 165 shares; 2025Q2: 186 shares; 2025Q3: 161 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $24.8K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $24.5K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 88 shares 88 $24.5K <0.01% -45 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 396 shares 396 $24.3K <0.01% +377 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY 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: 429 shares 429 $24.3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 17 shares; 2026Q1: 179 shares 179 $24.2K <0.01% +162 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 314 shares; 2026Q1: 347 shares 347 $24K <0.01% +33 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 55 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $23.9K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 105 shares; 2026Q1: 55 shares 55 $23.7K <0.01% -50 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 26 shares; 2026Q1: 268 shares 268 $23.3K <0.01% +242 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $23.2K <0.01% 0 Timeline KT KT CORP More: the full row for KT 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: 1,076 shares 1,076 $23.1K <0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: not reported; 2025Q4: not reported; 2026Q1: 202 shares 202 $22.7K <0.01% new Timeline SR SPIRE INC More: the full row for SPIRE 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: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $22.6K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 106 shares 106 $22.5K <0.01% new Timeline FJTSY FUJITSU LTD ADR (5 COM) More: the full row for FUJITSU LTD ADR (5 COM) 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: 1,086 shares 1,086 $22.4K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $22.3K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.1K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 161 shares 161 $22.1K <0.01% +134 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 26 shares; 2026Q1: 147 shares 147 $22.1K <0.01% +121 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 36 shares; 2026Q1: 126 shares 126 $21.3K <0.01% +90 Timeline IDU 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $21.2K <0.01% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 319 shares 319 $21.2K <0.01% new 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: 332 shares; 2024Q4: 280 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 14 shares; 2026Q1: 102 shares 102 $21.2K <0.01% +88 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 520 shares; 2025Q1: 500 shares; 2025Q2: 172 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 215 shares 215 $21.2K <0.01% +145 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $21.1K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 255 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 296 shares 296 $20.9K <0.01% +68 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $20.9K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 500 shares; 2026Q1: 500 shares 500 $20.7K <0.01% 0 Timeline BHKLY BOC HONG KONG (HLDGS) LTD SPON More: the full row for BOC HONG KONG (HLDGS) LTD SPON 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: 189 shares 189 $20.7K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $20.5K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $20.5K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 124 shares; 2025Q4: 101 shares; 2026Q1: 314 shares 314 $20.5K <0.01% +213 Timeline