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First Pacific Financial

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13F filer, CIK 1810089, VANCOUVER, WA

First Pacific Financial reported $776,525,396 across 663 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 59.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001810089-26-000002

Period
2026-03-31
Reported value
$777M
Holdings
663
Top 10 weight
59.02%
New
196
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFAadded+101,936$9.9M
FLXRadded+110,107$4.32M
VGITadded+66,141$3.94M
JCPBadded+80,530$3.79M
EMSFadded+121,863$3.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OEFreduced-32,899-$10.5M
GOVTreduced-169,661-$3.89M
WELLreduced-5,025-$993K
JPMreduced-2,028-$597K
ROPreduced-1,478-$523K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001810089-26-000002, largest first. % of portfolio is the value over $776,525,396, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639,575 shares; 2025Q2: 1,684,907 shares; 2025Q3: 1,746,854 shares; 2025Q4: 1,925,157 shares; 2026Q1: 2,005,687 shares 2,005,687$94.4M12.16%+80,530Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881,546 shares; 2025Q3: 1,938,278 shares; 2025Q4: 2,175,863 shares; 2026Q1: 2,285,970 shares 2,285,970$89.8M11.56%+110,107Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,028 shares; 2024Q4: 488,644 shares; 2025Q1: 541,786 shares; 2025Q2: 621,634 shares; 2025Q3: 664,213 shares; 2025Q4: 815,807 shares; 2026Q1: 865,248 shares 865,248$63.8M8.22%+49,441Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,791 shares; 2024Q4: 99,218 shares; 2025Q1: 97,600 shares; 2025Q2: 98,566 shares; 2025Q3: 96,653 shares; 2025Q4: 95,394 shares; 2026Q1: 94,439 shares 94,439$41.3M5.31%-955Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,442 shares; 2025Q3: 294,139 shares; 2025Q4: 299,748 shares; 2026Q1: 401,684 shares 401,684$39M5.02%+101,936Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,773 shares; 2024Q4: 349,870 shares; 2025Q1: 353,181 shares; 2025Q2: 358,986 shares; 2025Q3: 363,070 shares; 2025Q4: 369,750 shares; 2026Q1: 367,076 shares 367,076$31.3M4.03%-2,674Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,039 shares; 2024Q4: 818,426 shares; 2025Q1: 833,479 shares; 2025Q2: 858,807 shares; 2025Q3: 873,448 shares; 2025Q4: 892,877 shares; 2026Q1: 879,957 shares 879,957$28.5M3.67%-12,920Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930,869 shares; 2024Q4: 1,016,207 shares; 2025Q1: 1,047,489 shares; 2025Q2: 1,054,279 shares; 2025Q3: 1,083,576 shares; 2025Q4: 1,189,868 shares; 2026Q1: 1,250,326 shares 1,250,326$27.8M3.58%+60,458Timeline
GMFSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,789 shares; 2025Q1: 171,342 shares; 2025Q2: 173,457 shares; 2025Q3: 172,803 shares; 2025Q4: 175,903 shares; 2026Q1: 174,595 shares 174,595$23.8M3.06%-1,308Timeline
EMSFMATTHEWS INTL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,952 shares; 2024Q4: 418,194 shares; 2025Q1: 435,278 shares; 2025Q2: 443,900 shares; 2025Q3: 459,703 shares; 2025Q4: 480,235 shares; 2026Q1: 602,098 shares 602,098$18.7M2.41%+121,863Timeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,848 shares; 2024Q4: 175,929 shares; 2025Q1: 188,542 shares; 2025Q2: 215,462 shares; 2025Q3: 228,862 shares; 2025Q4: 242,692 shares; 2026Q1: 250,140 shares 250,140$16M2.06%+7,448Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263,037 shares; 2024Q4: 1,297,512 shares; 2025Q1: 1,310,393 shares; 2025Q2: 1,354,319 shares; 2025Q3: 1,427,208 shares; 2025Q4: 1,486,334 shares; 2026Q1: 1,514,648 shares 1,514,648$15.6M2.01%+28,314Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,644 shares; 2024Q4: 238,421 shares; 2025Q1: 243,050 shares; 2025Q2: 248,875 shares; 2025Q3: 255,519 shares; 2025Q4: 265,387 shares; 2026Q1: 265,032 shares 265,032$11.9M1.54%-355Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,499 shares; 2024Q4: 21,182 shares; 2025Q1: 20,689 shares; 2025Q2: 21,110 shares; 2025Q3: 20,895 shares; 2025Q4: 20,585 shares; 2026Q1: 20,656 shares 20,656$7.65M0.98%+71Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 3,052 shares; 2025Q1: 3,349 shares; 2025Q2: 21,104 shares; 2025Q3: 27,285 shares; 2025Q4: 26,156 shares; 2026Q1: 24,128 shares 24,128$7.1M0.91%-2,028Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,220 shares; 2025Q3: 61,403 shares; 2025Q4: 60,835 shares; 2026Q1: 58,531 shares 58,531$6.94M0.89%-2,304Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,717 shares; 2024Q4: 127,490 shares; 2025Q1: 157,417 shares; 2025Q2: 172,079 shares; 2025Q3: 185,167 shares; 2025Q4: 202,913 shares; 2026Q1: 203,134 shares 203,134$6.84M0.88%+221Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 23,267 shares; 2025Q3: 30,123 shares; 2025Q4: 29,509 shares; 2026Q1: 29,133 shares 29,133$6.34M0.82%-376Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,216 shares; 2024Q4: 288,034 shares; 2025Q1: 297,326 shares; 2025Q2: 301,908 shares; 2025Q3: 74,805 shares; 2025Q4: 74,393 shares; 2026Q1: 75,273 shares 75,273$6.23M0.8%+880Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,055 shares; 2025Q3: 34,313 shares; 2025Q4: 40,072 shares; 2026Q1: 39,922 shares 39,922$6.1M0.79%-150Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 45,148 shares; 2025Q1: 57,501 shares; 2025Q2: 63,756 shares; 2025Q3: 84,518 shares; 2025Q4: 130,357 shares; 2026Q1: 143,333 shares 143,333$6.1M0.79%+12,976Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 3,400 shares; 2025Q1: 3,438 shares; 2025Q2: 64,677 shares; 2025Q3: 81,149 shares; 2025Q4: 79,275 shares; 2026Q1: 77,740 shares 77,740$6.03M0.78%-1,535Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 15,668 shares; 2025Q3: 20,230 shares; 2025Q4: 20,352 shares; 2026Q1: 19,858 shares 19,858$5.79M0.75%-494Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,126 shares; 2025Q1: 100 shares; 2025Q2: 22,661 shares; 2025Q3: 29,470 shares; 2025Q4: 29,461 shares; 2026Q1: 29,656 shares 29,656$5.72M0.74%+195Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,544 shares; 2025Q2: 19,133 shares; 2025Q3: 23,464 shares; 2025Q4: 22,850 shares; 2026Q1: 22,632 shares 22,632$5.53M0.71%-218Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 440 shares; 2025Q1: 673 shares; 2025Q2: 15,982 shares; 2025Q3: 20,193 shares; 2025Q4: 21,813 shares; 2026Q1: 21,823 shares 21,823$5.29M0.68%+10Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,258 shares; 2025Q1: 9,207 shares; 2025Q2: 41,473 shares; 2025Q3: 47,555 shares; 2025Q4: 46,331 shares; 2026Q1: 43,418 shares 43,418$5.22M0.67%-2,913Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 25,249 shares; 2025Q3: 33,277 shares; 2025Q4: 31,300 shares; 2026Q1: 26,275 shares 26,275$5.19M0.67%-5,025Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,442 shares; 2024Q4: 15,716 shares; 2025Q1: 15,911 shares; 2025Q2: 26,066 shares; 2025Q3: 25,381 shares; 2025Q4: 25,117 shares; 2026Q1: 28,864 shares 28,864$5.03M0.65%+3,747Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,058 shares; 2024Q4: 39,252 shares; 2025Q1: 39,817 shares; 2025Q2: 39,325 shares; 2025Q3: 38,909 shares; 2025Q4: 40,829 shares; 2026Q1: 41,478 shares 41,478$4.62M0.59%+649Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,590 shares; 2025Q3: 32,261 shares; 2025Q4: 32,251 shares; 2026Q1: 32,760 shares 32,760$4.57M0.59%+509Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,780 shares; 2025Q3: 33,733 shares; 2025Q4: 33,951 shares; 2026Q1: 34,607 shares 34,607$4.54M0.58%+656Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,130 shares; 2025Q1: 4,678 shares; 2025Q2: 4,867 shares; 2025Q3: 4,685 shares; 2025Q4: 4,518 shares; 2026Q1: 4,505 shares 4,505$4.49M0.58%-13Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 18,258 shares; 2025Q3: 23,145 shares; 2025Q4: 22,080 shares; 2026Q1: 21,600 shares 21,600$4.47M0.58%-480Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 943 shares; 2025Q1: 997 shares; 2025Q2: 22,690 shares; 2025Q3: 29,561 shares; 2025Q4: 29,752 shares; 2026Q1: 30,597 shares 30,597$4.42M0.57%+845Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,344 shares; 2024Q4: 85,843 shares; 2025Q1: 82,589 shares; 2025Q2: 79,819 shares; 2025Q3: 78,159 shares; 2025Q4: 83,645 shares; 2026Q1: 82,825 shares 82,825$4.05M0.52%-820Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,815 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,062 shares; 2025Q4: 1,075 shares; 2026Q1: 67,216 shares 67,216$4M0.52%+66,141Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,038 shares; 2025Q1: 14,729 shares; 2025Q2: 19,641 shares; 2025Q3: 17,796 shares; 2025Q4: 16,148 shares; 2026Q1: 15,479 shares 15,479$3.93M0.51%-669Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 9,996 shares; 2025Q1: 9,645 shares; 2025Q2: 37,947 shares; 2025Q3: 46,817 shares; 2025Q4: 44,052 shares; 2026Q1: 44,969 shares 44,969$3.9M0.5%+917Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 12,046 shares; 2025Q4: 10,775 shares; 2026Q1: 10,560 shares 10,560$3.79M0.49%-215Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,279 shares; 2024Q4: 80,658 shares; 2025Q1: 72,104 shares; 2025Q2: 73,466 shares; 2025Q3: 71,496 shares; 2025Q4: 71,657 shares; 2026Q1: 71,943 shares 71,943$3.77M0.49%+286Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 583 shares; 2025Q2: 20,795 shares; 2025Q3: 23,904 shares; 2025Q4: 23,828 shares; 2026Q1: 24,248 shares 24,248$3.77M0.48%+420Timeline
TTETOTALENERGIES SEQuarterly 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: 39,254 shares; 2026Q1: 38,791 shares 38,791$3.53M0.45%-463Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 307 shares; 2025Q2: 17,855 shares; 2025Q3: 23,725 shares; 2025Q4: 23,930 shares; 2026Q1: 24,912 shares 24,912$3.29M0.42%+982Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,083 shares; 2024Q4: 20,785 shares; 2025Q1: 20,704 shares; 2025Q2: 21,422 shares; 2025Q3: 21,324 shares; 2025Q4: 21,376 shares; 2026Q1: 21,473 shares 21,473$3.13M0.4%+97Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,350 shares; 2025Q3: 33,221 shares; 2025Q4: 31,783 shares; 2026Q1: 31,731 shares 31,731$3.1M0.4%-52Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 5,337 shares; 2025Q1: 5,203 shares; 2025Q2: 4,958 shares; 2025Q3: 4,923 shares; 2025Q4: 5,007 shares; 2026Q1: 4,942 shares 4,942$2.95M0.38%-65Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,952 shares; 2024Q4: 32,847 shares; 2025Q1: 31,099 shares; 2025Q2: 117,471 shares; 2025Q3: 125,835 shares; 2025Q4: 85,317 shares; 2026Q1: 103,702 shares 103,702$2.91M0.37%+18,385Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 585 shares; 2025Q1: 586 shares; 2025Q2: 25,108 shares; 2025Q3: 28,230 shares; 2025Q4: 27,242 shares; 2026Q1: 27,499 shares 27,499$2.71M0.35%+257Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 8,642 shares; 2025Q1: 7,790 shares; 2025Q2: 8,355 shares; 2025Q3: 7,879 shares; 2025Q4: 7,233 shares; 2026Q1: 6,948 shares 6,948$1.99M0.26%-285Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,319 shares; 2024Q4: 10,120 shares; 2025Q1: 10,094 shares; 2025Q2: 9,073 shares; 2025Q3: 9,050 shares; 2025Q4: 19,528 shares; 2026Q1: 20,476 shares 20,476$1.9M0.24%+948Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly 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: 34,298 shares; 2026Q1: 34,002 shares 34,002$1.8M0.23%-296Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 9,616 shares; 2025Q1: 6,188 shares; 2025Q2: 7,648 shares; 2025Q3: 8,866 shares; 2025Q4: 21,717 shares; 2026Q1: 21,539 shares 21,539$1.72M0.22%-178Timeline
NGGNATIONAL GRID PLCQuarterly 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: 6 shares; 2025Q4: 11,667 shares; 2026Q1: 19,747 shares 19,747$1.67M0.22%+8,080Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,755 shares; 2024Q4: 19,547 shares; 2025Q1: 17,966 shares; 2025Q2: 17,025 shares; 2025Q3: 14,057 shares; 2025Q4: 14,075 shares; 2026Q1: 12,464 shares 12,464$1.65M0.21%-1,611Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,631 shares; 2025Q1: 14,400 shares; 2025Q2: 16,089 shares; 2025Q3: 16,695 shares; 2025Q4: 17,224 shares; 2026Q1: 21,704 shares 21,704$1.6M0.21%+4,480Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,102 shares; 2025Q1: 2,443 shares; 2025Q2: 2,151 shares; 2025Q3: 2,039 shares; 2025Q4: 1,885 shares; 2026Q1: 1,854 shares 1,854$1.57M0.2%-31Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 2,840 shares; 2025Q1: 2,756 shares; 2025Q2: 7,292 shares; 2025Q3: 6,757 shares; 2025Q4: 5,761 shares; 2026Q1: 5,237 shares 5,237$1.51M0.19%-524Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,658 shares; 2024Q4: 29,856 shares; 2025Q1: 28,011 shares; 2025Q2: 25,343 shares; 2025Q3: 20,071 shares; 2025Q4: 19,329 shares; 2026Q1: 19,292 shares 19,292$1.46M0.19%-37Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly 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: 2 shares; 2026Q1: 2 shares 2$1.44M0.18%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 7,428 shares; 2025Q1: 6,506 shares; 2025Q2: 6,563 shares; 2025Q3: 6,460 shares; 2025Q4: 5,972 shares; 2026Q1: 6,035 shares 6,035$1.39M0.18%+63Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 3,637 shares; 2025Q1: 3,386 shares; 2025Q2: 3,309 shares; 2025Q3: 2,854 shares; 2025Q4: 4,331 shares; 2026Q1: 4,246 shares 4,246$1.36M0.18%-85Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,788 shares; 2025Q1: 5,149 shares; 2025Q2: 4,628 shares; 2025Q3: 4,542 shares; 2025Q4: 4,253 shares; 2026Q1: 4,232 shares 4,232$1.35M0.17%-21Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 3,945 shares; 2025Q1: 3,357 shares; 2025Q2: 2,964 shares; 2025Q3: 2,784 shares; 2025Q4: 2,583 shares; 2026Q1: 2,493 shares 2,493$1.34M0.17%-90Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,531 shares; 2025Q2: 14,820 shares; 2025Q3: 14,038 shares; 2025Q4: 14,751 shares; 2026Q1: 14,674 shares 14,674$1.33M0.17%-77Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 12,490 shares; 2025Q1: 40,579 shares; 2025Q2: 32,643 shares; 2025Q3: 32,629 shares; 2025Q4: 32,422 shares; 2026Q1: 45,714 shares 45,714$1.33M0.17%+13,292Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,107 shares; 2024Q4: 41,574 shares; 2025Q1: 46,817 shares; 2025Q2: 28,939 shares; 2025Q3: 21,853 shares; 2025Q4: 27,877 shares; 2026Q1: 26,199 shares 26,199$1.31M0.17%-1,678Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,550 shares; 2025Q1: 6,528 shares; 2025Q2: 5,961 shares; 2025Q3: 5,687 shares; 2025Q4: 5,353 shares; 2026Q1: 5,365 shares 5,365$1.24M0.16%+12Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 6,936 shares; 2025Q2: 7,130 shares; 2025Q3: 6,663 shares; 2025Q4: 6,323 shares; 2026Q1: 6,094 shares 6,094$1.24M0.16%-229Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,719 shares; 2025Q1: 3,094 shares; 2025Q2: 6,080 shares; 2025Q3: 7,058 shares; 2025Q4: 6,349 shares; 2026Q1: 5,922 shares 5,922$1.23M0.16%-427Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,071 shares; 2025Q1: 1,753 shares; 2025Q2: 1,644 shares; 2025Q3: 1,579 shares; 2025Q4: 1,481 shares; 2026Q1: 1,370 shares 1,370$1.23M0.16%-111Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 37,559 shares; 2025Q1: 40,729 shares; 2025Q2: 40,592 shares; 2025Q3: 40,356 shares; 2025Q4: 39,477 shares; 2026Q1: 38,934 shares 38,934$1.21M0.16%-543Timeline
INGING GROEP 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: 5,859 shares; 2025Q4: 44,842 shares; 2026Q1: 45,844 shares 45,844$1.19M0.15%+1,002Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 4,948 shares; 2025Q1: 4,158 shares; 2025Q2: 3,759 shares; 2025Q3: 3,752 shares; 2025Q4: 3,467 shares; 2026Q1: 3,530 shares 3,530$1.19M0.15%+63Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 370 shares; 2025Q2: 312 shares; 2025Q3: 316 shares; 2025Q4: 5,139 shares; 2026Q1: 6,358 shares 6,358$1.19M0.15%+1,219Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 5,865 shares; 2025Q1: 5,183 shares; 2025Q2: 4,767 shares; 2025Q3: 4,628 shares; 2025Q4: 4,417 shares; 2026Q1: 4,407 shares 4,407$1.17M0.15%-10Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,627 shares; 2025Q1: 3,823 shares; 2025Q2: 3,517 shares; 2025Q3: 3,414 shares; 2025Q4: 3,168 shares; 2026Q1: 3,208 shares 3,208$1.15M0.15%+40Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,210 shares; 2025Q1: 3,694 shares; 2025Q2: 4,372 shares; 2025Q3: 4,216 shares; 2025Q4: 3,939 shares; 2026Q1: 3,673 shares 3,673$1.11M0.14%-266Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,077 shares; 2025Q1: 982 shares; 2025Q2: 907 shares; 2025Q3: 888 shares; 2025Q4: 832 shares; 2026Q1: 828 shares 828$1.09M0.14%-4Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,126 shares; 2025Q1: 3,499 shares; 2025Q2: 3,152 shares; 2025Q3: 2,975 shares; 2025Q4: 2,751 shares; 2026Q1: 2,746 shares 2,746$1.07M0.14%-5Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,312 shares; 2025Q1: 2,897 shares; 2025Q2: 3,320 shares; 2025Q3: 3,390 shares; 2025Q4: 3,233 shares; 2026Q1: 3,099 shares 3,099$1.02M0.13%-134Timeline
JSTCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,273 shares; 2024Q4: 43,049 shares; 2025Q1: 41,775 shares; 2025Q2: 41,436 shares; 2025Q3: 40,409 shares; 2025Q4: 39,385 shares; 2026Q1: 51,047 shares 51,047$995K0.13%+11,662Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 1,055 shares; 2025Q1: 2,032 shares; 2025Q2: 1,863 shares; 2025Q3: 1,861 shares; 2025Q4: 1,762 shares; 2026Q1: 1,757 shares 1,757$990K0.13%-5Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 6,749 shares; 2025Q1: 5,952 shares; 2025Q2: 6,951 shares; 2025Q3: 6,244 shares; 2025Q4: 6,150 shares; 2026Q1: 5,220 shares 5,220$974K0.13%-930Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 1,402 shares; 2025Q1: 1,308 shares; 2025Q2: 1,349 shares; 2025Q3: 1,354 shares; 2025Q4: 1,358 shares; 2026Q1: 1,356 shares 1,356$961K0.12%-2Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,221 shares; 2025Q1: 1,787 shares; 2025Q2: 1,919 shares; 2025Q3: 1,962 shares; 2025Q4: 1,879 shares; 2026Q1: 1,895 shares 1,895$908K0.12%+16Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,288 shares; 2025Q1: 2,043 shares; 2025Q2: 1,880 shares; 2025Q3: 1,888 shares; 2025Q4: 1,804 shares; 2026Q1: 1,839 shares 1,839$904K0.12%+35Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,133 shares; 2025Q1: 3,603 shares; 2025Q2: 3,198 shares; 2025Q3: 3,134 shares; 2025Q4: 2,938 shares; 2026Q1: 3,024 shares 3,024$878K0.11%+86Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 6,905 shares; 2025Q1: 6,906 shares; 2025Q2: 7,447 shares; 2025Q3: 7,482 shares; 2025Q4: 7,658 shares; 2026Q1: 13,454 shares 13,454$862K0.11%+5,796Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,458 shares; 2025Q1: 3,001 shares; 2025Q2: 2,817 shares; 2025Q3: 2,715 shares; 2025Q4: 2,598 shares; 2026Q1: 2,640 shares 2,640$846K0.11%+42Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,228 shares; 2025Q1: 1,059 shares; 2025Q2: 997 shares; 2025Q3: 963 shares; 2025Q4: 891 shares; 2026Q1: 880 shares 880$846K0.11%-11Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 773 shares; 2025Q3: 717 shares; 2025Q4: 947 shares; 2026Q1: 1,294 shares 1,294$845K0.11%+347Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 12,868 shares; 2025Q1: 10,353 shares; 2025Q2: 9,464 shares; 2025Q3: 8,888 shares; 2025Q4: 8,275 shares; 2026Q1: 8,303 shares 8,303$822K0.11%+28Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,748 shares; 2025Q1: 7,289 shares; 2025Q2: 6,841 shares; 2025Q3: 6,759 shares; 2025Q4: 6,488 shares; 2026Q1: 6,726 shares 6,726$815K0.1%+238Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 11,366 shares; 2025Q1: 9,819 shares; 2025Q2: 9,106 shares; 2025Q3: 8,877 shares; 2025Q4: 8,570 shares; 2026Q1: 8,635 shares 8,635$806K0.1%+65Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,919 shares; 2024Q4: 108,988 shares; 2025Q1: 37,825 shares; 2025Q2: 37,409 shares; 2025Q3: 37,003 shares; 2025Q4: 35,421 shares; 2026Q1: 2,522 shares 2,522$802K0.1%-32,899Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,435 shares; 2024Q4: 9,271 shares; 2025Q1: 7,620 shares; 2025Q2: 6,974 shares; 2025Q3: 6,784 shares; 2025Q4: 6,384 shares; 2026Q1: 6,527 shares 6,527$751K0.1%+143Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,842 shares; 2024Q4: 13,763 shares; 2025Q1: 11,834 shares; 2025Q2: 10,523 shares; 2025Q3: 9,738 shares; 2025Q4: 8,783 shares; 2026Q1: 8,810 shares 8,810$748K0.1%+27Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 7,995 shares; 2025Q1: 7,996 shares; 2025Q2: 7,779 shares; 2025Q3: 6,738 shares; 2025Q4: 6,521 shares; 2026Q1: 6,067 shares 6,067$735K0.09%-454Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,822 shares; 2025Q1: 3,642 shares; 2025Q2: 3,230 shares; 2025Q3: 3,169 shares; 2025Q4: 2,966 shares; 2026Q1: 3,012 shares 3,012$731K0.09%+46Timeline
ULUNILEVER PLCQuarterly 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: 12,848 shares; 2026Q1: 12,663 shares 12,663$721K0.09%-185Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,593 shares; 2025Q1: 2,051 shares; 2025Q2: 1,865 shares; 2025Q3: 1,779 shares; 2025Q4: 1,658 shares; 2026Q1: 1,659 shares 1,659$691K0.09%+1Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,742 shares; 2025Q1: 5,766 shares; 2025Q2: 4,897 shares; 2025Q3: 4,872 shares; 2025Q4: 5,134 shares; 2026Q1: 7,195 shares 7,195$690K0.09%+2,061Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,254 shares; 2025Q1: 1,149 shares; 2025Q2: 1,579 shares; 2025Q3: 2,389 shares; 2025Q4: 3,130 shares; 2026Q1: 3,409 shares 3,409$669K0.09%+279Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 16,397 shares; 2025Q1: 14,401 shares; 2025Q2: 12,628 shares; 2025Q3: 12,075 shares; 2025Q4: 16,950 shares; 2026Q1: 16,433 shares 16,433$665K0.09%-517Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,528 shares; 2025Q1: 3,060 shares; 2025Q2: 2,773 shares; 2025Q3: 2,707 shares; 2025Q4: 2,491 shares; 2026Q1: 2,548 shares 2,548$663K0.09%+57Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,707 shares; 2025Q1: 6,274 shares; 2025Q2: 7,806 shares; 2025Q3: 7,619 shares; 2025Q4: 7,503 shares; 2026Q1: 6,829 shares 6,829$658K0.08%-674Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,692 shares; 2025Q1: 1,545 shares; 2025Q2: 1,418 shares; 2025Q3: 1,387 shares; 2025Q4: 1,299 shares; 2026Q1: 1,306 shares 1,306$641K0.08%+7Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,483 shares; 2025Q1: 6,418 shares; 2025Q2: 5,927 shares; 2025Q3: 5,652 shares; 2025Q4: 5,279 shares; 2026Q1: 5,357 shares 5,357$640K0.08%+78Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,725 shares; 2025Q1: 1,581 shares; 2025Q2: 1,465 shares; 2025Q3: 1,451 shares; 2025Q4: 1,412 shares; 2026Q1: 1,420 shares 1,420$634K0.08%+8Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,431 shares; 2025Q1: 4,397 shares; 2025Q2: 4,155 shares; 2025Q3: 4,091 shares; 2025Q4: 3,935 shares; 2026Q1: 3,967 shares 3,967$624K0.08%+32Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,859 shares; 2025Q1: 3,463 shares; 2025Q2: 3,197 shares; 2025Q3: 3,272 shares; 2025Q4: 3,223 shares; 2026Q1: 3,258 shares 3,258$618K0.08%+35Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 4,045 shares; 2025Q2: 3,979 shares; 2025Q3: 3,850 shares; 2025Q4: 7,196 shares; 2026Q1: 7,748 shares 7,748$617K0.08%+552Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 4,881 shares; 2025Q1: 3,901 shares; 2025Q2: 3,653 shares; 2025Q3: 3,632 shares; 2025Q4: 3,547 shares; 2026Q1: 3,561 shares 3,561$615K0.08%+14Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 13,947 shares; 2025Q1: 13,712 shares; 2025Q2: 12,721 shares; 2025Q3: 12,621 shares; 2025Q4: 11,844 shares; 2026Q1: 12,165 shares 12,165$614K0.08%+321Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,935 shares; 2025Q1: 3,322 shares; 2025Q2: 3,143 shares; 2025Q3: 3,213 shares; 2025Q4: 3,101 shares; 2026Q1: 3,069 shares 3,069$609K0.08%-32Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,479 shares; 2025Q1: 5,393 shares; 2025Q2: 4,690 shares; 2025Q3: 4,452 shares; 2025Q4: 4,226 shares; 2026Q1: 4,019 shares 4,019$606K0.08%-207Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 16,879 shares; 2025Q1: 17,038 shares; 2025Q2: 15,702 shares; 2025Q3: 15,650 shares; 2025Q4: 14,940 shares; 2026Q1: 14,693 shares 14,693$592K0.08%-247Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 7,825 shares; 2025Q1: 18,162 shares; 2025Q2: 18,278 shares; 2025Q3: 18,415 shares; 2025Q4: 18,669 shares; 2026Q1: 22,237 shares 22,237$591K0.08%+3,568Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,113 shares; 2025Q2: 2,752 shares; 2025Q3: 2,502 shares; 2025Q4: 2,544 shares; 2026Q1: 2,451 shares 2,451$579K0.07%-93Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,878 shares; 2025Q1: 8,891 shares; 2025Q2: 8,049 shares; 2025Q3: 7,880 shares; 2025Q4: 7,581 shares; 2026Q1: 7,627 shares 7,627$577K0.07%+46Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 30,830 shares; 2025Q1: 27,769 shares; 2025Q2: 19,266 shares; 2025Q3: 10,934 shares; 2025Q4: 8,647 shares; 2026Q1: 8,479 shares 8,479$560K0.07%-168Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 3,969 shares 3,969$549K0.07%+3,867Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,880 shares; 2025Q1: 1,937 shares; 2025Q2: 1,895 shares; 2025Q3: 1,861 shares; 2025Q4: 1,651 shares; 2026Q1: 1,274 shares 1,274$548K0.07%-377Timeline
AVAAVISTA CORPQuarterly 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: 20,710 shares; 2026Q1: 13,655 shares 13,655$548K0.07%-7,055Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 24,524 shares; 2025Q1: 21,023 shares; 2025Q2: 19,555 shares; 2025Q3: 18,890 shares; 2025Q4: 17,751 shares; 2026Q1: 18,018 shares 18,018$543K0.07%+267Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 12,212 shares; 2025Q1: 12,159 shares; 2025Q2: 11,124 shares; 2025Q3: 10,479 shares; 2025Q4: 9,880 shares; 2026Q1: 10,019 shares 10,019$529K0.07%+139Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,031 shares; 2025Q1: 5,976 shares; 2025Q2: 5,448 shares; 2025Q3: 5,443 shares; 2025Q4: 5,127 shares; 2026Q1: 5,141 shares 5,141$528K0.07%+14Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,577 shares; 2025Q1: 9,577 shares; 2025Q2: 10,074 shares; 2025Q3: 10,074 shares; 2025Q4: 10,899 shares; 2026Q1: 10,658 shares 10,658$485K0.06%-241Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,863 shares; 2024Q4: 22,731 shares; 2025Q1: 21,303 shares; 2025Q2: 19,550 shares; 2025Q3: 19,501 shares; 2025Q4: 18,592 shares; 2026Q1: 19,225 shares 19,225$470K0.06%+633Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 10,486 shares; 2025Q1: 10,474 shares; 2025Q2: 9,480 shares; 2025Q3: 9,090 shares; 2025Q4: 8,468 shares; 2026Q1: 8,437 shares 8,437$458K0.06%-31Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 581 shares; 2025Q1: 673 shares; 2025Q2: 734 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 2,110 shares 2,110$451K0.06%+1,369Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 8,099 shares; 2025Q1: 8,040 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 8,101 shares; 2026Q1: 8,140 shares 8,140$430K0.06%+39Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 119 shares; 2025Q2: 953 shares; 2025Q3: 827 shares; 2025Q4: 698 shares; 2026Q1: 743 shares 743$425K0.05%+45Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,943 shares; 2024Q4: 25,343 shares; 2025Q1: 23,627 shares; 2025Q2: 12,945 shares; 2025Q3: 12,945 shares; 2025Q4: 13,412 shares; 2026Q1: 11,529 shares 11,529$424K0.05%-1,883Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,579 shares; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 3,845 shares; 2025Q4: 3,843 shares; 2026Q1: 3,230 shares 3,230$423K0.05%-613Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,834 shares; 2024Q4: 18,242 shares; 2025Q1: 17,213 shares; 2025Q2: 15,346 shares; 2025Q3: 14,467 shares; 2025Q4: 13,815 shares; 2026Q1: 14,210 shares 14,210$420K0.05%+395Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 307 shares; 2025Q1: 429 shares; 2025Q2: 13,009 shares; 2025Q3: 10,511 shares; 2025Q4: 10,338 shares; 2026Q1: 7,905 shares 7,905$411K0.05%-2,433Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,713 shares; 2026Q1: 1,907 shares 1,907$407K0.05%+194Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,199 shares; 2025Q3: 3,953 shares; 2025Q4: 3,664 shares; 2026Q1: 3,749 shares 3,749$406K0.05%+85Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 7,707 shares; 2025Q1: 7,717 shares; 2025Q2: 9,693 shares; 2025Q3: 7,747 shares; 2025Q4: 7,335 shares; 2026Q1: 8,428 shares 8,428$396K0.05%+1,093Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,254 shares; 2025Q1: 6,434 shares; 2025Q2: 5,876 shares; 2025Q3: 5,652 shares; 2025Q4: 5,466 shares; 2026Q1: 5,484 shares 5,484$381K0.05%+18Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,854 shares; 2025Q2: 10,831 shares; 2025Q3: 11,191 shares; 2025Q4: 9,806 shares; 2026Q1: 10,290 shares 10,290$378K0.05%+484Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 1,552 shares; 2025Q4: 1,559 shares; 2026Q1: 1,564 shares 1,564$370K0.05%+5Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,740 shares; 2024Q4: 37,189 shares; 2025Q1: 28,548 shares; 2025Q2: 24,256 shares; 2025Q3: 23,878 shares; 2025Q4: 22,703 shares; 2026Q1: 23,198 shares 23,198$349K0.04%+495Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,024 shares; 2025Q2: 1,000 shares; 2025Q3: 1,003 shares; 2025Q4: 877 shares; 2026Q1: 881 shares 881$301K0.04%+4Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 500 shares; 2025Q1: 477 shares; 2025Q2: 784 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 968 shares 968$300K0.04%+181Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 4,688 shares; 2025Q1: 10,505 shares; 2025Q2: 10,552 shares; 2025Q3: 10,595 shares; 2025Q4: 10,643 shares; 2026Q1: 10,690 shares 10,690$298K0.04%+47Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 704 shares; 2025Q1: 707 shares; 2025Q2: 1,093 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,106 shares 1,106$290K0.04%-62Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 4,188 shares; 2025Q1: 3,900 shares; 2025Q2: 3,851 shares; 2025Q3: 1,939 shares; 2025Q4: 1,947 shares; 2026Q1: 1,955 shares 1,955$287K0.04%+8Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 2,159 shares; 2025Q3: 2,253 shares; 2025Q4: 2,109 shares; 2026Q1: 2,140 shares 2,140$280K0.04%+31Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 898 shares; 2026Q1: 899 shares 899$272K0.03%+1Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 631 shares; 2025Q1: 10,837 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 10,566 shares; 2026Q1: 10,745 shares 10,745$266K0.03%+179Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 3,735 shares; 2025Q1: 2,979 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 3,015 shares; 2026Q1: 2,731 shares 2,731$263K0.03%-284Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,686 shares; 2025Q4: 3,398 shares; 2026Q1: 3,402 shares 3,402$262K0.03%+4Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 249 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 452 shares; 2026Q1: 453 shares 453$261K0.03%+1Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 147 shares; 2025Q1: 189 shares; 2025Q2: 297 shares; 2025Q3: 294 shares; 2025Q4: 274 shares; 2026Q1: 275 shares 275$253K0.03%+1Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 431 shares; 2025Q3: 432 shares; 2025Q4: 408 shares; 2026Q1: 409 shares 409$252K0.03%+1Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,368 shares; 2025Q4: 1,518 shares; 2026Q1: 1,529 shares 1,529$244K0.03%+11Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 1,019 shares; 2025Q2: 659 shares; 2025Q3: 1,146 shares; 2025Q4: 1,143 shares; 2026Q1: 1,376 shares 1,376$234K0.03%+233Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 999 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 621 shares; 2026Q1: 622 shares 622$228K0.03%+1Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,310 shares; 2025Q1: 2,715 shares; 2025Q2: 3,169 shares; 2025Q3: 3,185 shares; 2025Q4: 4,956 shares; 2026Q1: 4,183 shares 4,183$226K0.03%-773Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,687 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares 2,531$223K0.03%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,576 shares; 2024Q4: 146,733 shares; 2025Q1: 155,760 shares; 2025Q2: 162,799 shares; 2025Q3: 169,600 shares; 2025Q4: 179,323 shares; 2026Q1: 9,662 shares 9,662$221K0.03%-169,661Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,076 shares; 2025Q1: 8,135 shares; 2025Q2: 8,224 shares; 2025Q3: 8,315 shares; 2025Q4: 8,408 shares; 2026Q1: 8,408 shares 8,408$211K0.03%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,948 shares; 2025Q3: 3,463 shares; 2025Q4: 2,922 shares; 2026Q1: 2,693 shares 2,693$193K0.02%-229Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,685 shares; 2025Q4: 1,690 shares; 2026Q1: 1,694 shares 1,694$192K0.02%+4Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 777 shares; 2025Q3: 883 shares; 2025Q4: 889 shares; 2026Q1: 635 shares 635$182K0.02%-254Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 516 shares; 2025Q1: 505 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 510 shares; 2026Q1: 511 shares 511$182K0.02%+1Timeline
GRNBVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 10,405 shares; 2025Q1: 7,258 shares; 2025Q2: 7,337 shares; 2025Q3: 8,894 shares; 2025Q4: 7,520 shares; 2026Q1: 7,572 shares 7,572$181K0.02%+52Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 5,491 shares; 2025Q1: 5,504 shares; 2025Q2: 6,781 shares; 2025Q3: 6,802 shares; 2025Q4: 6,833 shares; 2026Q1: 6,173 shares 6,173$179K0.02%-660Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 368 shares; 2025Q2: 586 shares; 2025Q3: 589 shares; 2025Q4: 593 shares; 2026Q1: 566 shares 566$176K0.02%-27Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 10,736 shares; 2025Q3: 7,446 shares; 2025Q4: 7,160 shares; 2026Q1: 4,711 shares 4,711$173K0.02%-2,449Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,677 shares; 2025Q1: 785 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 840 shares 840$167K0.02%+69Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,068 shares; 2025Q1: 7,436 shares; 2025Q2: 7,448 shares; 2025Q3: 5,637 shares; 2025Q4: 5,491 shares; 2026Q1: 3,053 shares 3,053$162K0.02%-2,438Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,346 shares; 2026Q1: 4,346 shares 4,346$159K0.02%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 6,142 shares; 2025Q1: 2,332 shares; 2025Q2: 1,765 shares; 2025Q3: 592 shares; 2025Q4: 1,183 shares; 2026Q1: 1,185 shares 1,185$157K0.02%+2Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 825 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 782 shares; 2026Q1: 791 shares 791$154K0.02%+9Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,382 shares 1,382$150K0.02%+409Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 4,215 shares; 2025Q3: 4,256 shares; 2025Q4: 4,298 shares; 2026Q1: 4,681 shares 4,681$144K0.02%+383Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 623 shares; 2026Q1: 2,867 shares 2,867$143K0.02%+2,244Timeline
SPSMSPDR SERIES TRUSTQuarterly 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: 146 shares; 2026Q1: 2,946 shares 2,946$142K0.02%+2,800Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,841 shares; 2026Q1: 1,858 shares 1,858$141K0.02%+17Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 393 shares; 2025Q1: 377 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 874 shares; 2026Q1: 669 shares 669$136K0.02%-205Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 719 shares; 2025Q4: 475 shares; 2026Q1: 1,492 shares 1,492$135K0.02%+1,017Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 952 shares; 2025Q4: 1,058 shares; 2026Q1: 1,082 shares 1,082$125K0.02%+24Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,084 shares; 2025Q4: 1,537 shares; 2026Q1: 1,359 shares 1,359$121K0.02%-178Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,428 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,069 shares; 2025Q4: 2,070 shares; 2026Q1: 2,444 shares 2,444$119K0.02%+374Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 645 shares; 2025Q2: 4,047 shares; 2025Q3: 2,808 shares; 2025Q4: 1,193 shares; 2026Q1: 1,233 shares 1,233$110K0.01%+40Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 2,396 shares; 2026Q1: 2,396 shares 2,396$107K0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 84 shares; 2025Q2: 362 shares; 2025Q3: 88 shares; 2025Q4: 882 shares; 2026Q1: 1,091 shares 1,091$105K0.01%+209Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,395 shares 1,395$105K0.01%+2Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 943 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902$104K0.01%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 1,149 shares; 2025Q3: 1,157 shares; 2025Q4: 1,165 shares; 2026Q1: 794 shares 794$104K0.01%-371Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 972 shares; 2025Q4: 938 shares; 2026Q1: 1,311 shares 1,311$103K0.01%+373Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,073 shares; 2025Q4: 1,078 shares; 2026Q1: 1,082 shares 1,082$100K0.01%+4Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,498 shares; 2025Q4: 1,500 shares; 2026Q1: 1,490 shares 1,490$98.7K0.01%-10Timeline
CIENCIENA CORPQuarterly 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: 253 shares 253$98.2K0.01%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 85 shares; 2025Q2: 268 shares; 2025Q3: 208 shares; 2025Q4: 241 shares; 2026Q1: 262 shares 262$97.4K0.01%+21Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 323 shares 323$96.4K0.01%+1Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 901 shares; 2025Q1: 576 shares; 2025Q2: 518 shares; 2025Q3: 620 shares; 2025Q4: 621 shares; 2026Q1: 642 shares 642$94.5K0.01%+21Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 315 shares; 2026Q1: 280 shares 280$91.9K0.01%-35Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 140 shares 140$90.9K0.01%+1Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly 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: 1,264 shares; 2026Q1: 1,234 shares 1,234$89.7K0.01%-30Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,072 shares 1,072$87.6K0.01%+5Timeline
FRNWFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,759 shares; 2025Q4: 3,767 shares; 2026Q1: 3,769 shares 3,769$87.1K0.01%+2Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 616 shares; 2025Q1: 468 shares; 2025Q2: 492 shares; 2025Q3: 453 shares; 2025Q4: 455 shares; 2026Q1: 351 shares 351$87K0.01%-104Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 255 shares 255$86.2K0.01%+252Timeline
SCHOSCHWAB STRATEGIC TRQuarterly 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: 3,545 shares 3,545$86K0.01%newTimeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130$86K0.01%0Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 52 shares; 2026Q1: 58 shares 58$85.8K0.01%+6Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,554 shares; 2025Q1: 638 shares; 2025Q2: 640 shares; 2025Q3: 582 shares; 2025Q4: 531 shares; 2026Q1: 532 shares 532$85.3K0.01%+1Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,751 shares; 2024Q4: 10,725 shares; 2025Q1: 69 shares; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,155 shares; 2026Q1: 1,163 shares 1,163$82.9K0.01%+8Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares; 2026Q1: 3,185 shares 3,185$81.7K0.01%+288Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,857 shares; 2025Q1: 2,167 shares; 2025Q2: 1,812 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares; 2026Q1: 1,549 shares 1,549$77.7K0.01%+29Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly 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: 883 shares; 2026Q1: 887 shares 887$73.1K0.01%+4Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 89 shares; 2025Q2: 209 shares; 2025Q3: 200 shares; 2025Q4: 201 shares; 2026Q1: 205 shares 205$72K0.01%+4Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,417 shares; 2025Q3: 1,168 shares; 2025Q4: 1,172 shares; 2026Q1: 1,174 shares 1,174$69.9K0.01%+2Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 3,576 shares; 2025Q3: 5,219 shares; 2025Q4: 5,287 shares; 2026Q1: 2,116 shares 2,116$69.3K0.01%-3,171Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 237 shares; 2025Q3: 240 shares; 2025Q4: 229 shares; 2026Q1: 230 shares 230$68.5K0.01%+1Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 8 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 224 shares 224$67.9K0.01%+16Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744$67.8K0.01%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 165 shares; 2025Q2: 160 shares; 2025Q3: 205 shares; 2025Q4: 191 shares; 2026Q1: 229 shares 229$65.1K0.01%+38Timeline
IVEISHARES TRQuarterly 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: 305 shares 305$64.4K0.01%newTimeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 1,700 shares 1,700$64.3K0.01%+1,603Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 2,116 shares; 2025Q3: 1,171 shares; 2025Q4: 834 shares; 2026Q1: 878 shares 878$63.1K0.01%+44Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly 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: 12,157 shares; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares 12,157$61.1K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 254 shares; 2025Q3: 209 shares; 2025Q4: 210 shares; 2026Q1: 212 shares 212$60.8K0.01%+2Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,439 shares; 2024Q4: 206,230 shares; 2025Q1: 4,018 shares; 2025Q2: 4,044 shares; 2025Q3: 2,113 shares; 2025Q4: 2,135 shares; 2026Q1: 1,393 shares 1,393$60.7K0.01%-742Timeline
MELIMERCADOLIBRE INCQuarterly 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: 25 shares; 2025Q4: 25 shares; 2026Q1: 35 shares 35$60.5K0.01%+10Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly 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: 771 shares; 2026Q1: 618 shares 618$60.4K0.01%-153Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,908 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 485 shares; 2025Q4: 477 shares; 2026Q1: 643 shares 643$59.8K0.01%+166Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 570 shares; 2025Q3: 571 shares; 2025Q4: 572 shares; 2026Q1: 573 shares 573$59.1K0.01%+1Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 24 shares; 2025Q1: 414 shares; 2025Q2: 940 shares; 2025Q3: 815 shares; 2025Q4: 822 shares; 2026Q1: 274 shares 274$59K0.01%-548Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 135 shares 135$58.6K0.01%+5Timeline
SNDASONIDA SENIOR LIVING INCQuarterly 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: 1,750 shares 1,750$56.4K0.01%newTimeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,851 shares; 2024Q4: 331,739 shares; 2025Q1: 319,290 shares; 2025Q2: 3,396 shares; 2025Q3: 3,183 shares; 2025Q4: 3,219 shares; 2026Q1: 2,275 shares 2,275$56.4K0.01%-944Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 192 shares; 2025Q1: 145 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 178 shares; 2026Q1: 190 shares 190$55K0.01%+12Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$54.9K0.01%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 550 shares; 2025Q1: 68 shares; 2025Q2: 236 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 241 shares 241$54.4K0.01%+3Timeline
FTITECHNIPFMC PLCQuarterly 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: 748 shares 748$51.7K0.01%newTimeline
GHGUARDANT HEALTH INCQuarterly 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: 420 shares; 2026Q1: 559 shares 559$51.6K0.01%+139Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 223 shares 223$51.4K0.01%+219Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 52 shares; 2025Q4: 54 shares; 2026Q1: 111 shares 111$51.2K0.01%+57Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 125 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares; 2026Q1: 140 shares 140$50K0.01%+17Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,986 shares 1,986$49.8K0.01%+6Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 57 shares 57$49.8K0.01%+16Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 3,823 shares; 2026Q1: 2,686 shares 2,686$49.1K0.01%-1,137Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 262 shares; 2025Q1: 318 shares; 2025Q2: 262 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 270 shares 270$48.6K0.01%+6Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,656 shares; 2025Q1: 2,443 shares; 2025Q2: 2,835 shares; 2025Q3: 2,719 shares; 2025Q4: 273 shares; 2026Q1: 189 shares 189$45.9K0.01%-84Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,718 shares; 2025Q1: 464,030 shares; 2025Q2: 1,065 shares; 2025Q3: 1,077 shares; 2025Q4: 1,089 shares; 2026Q1: 907 shares 907$45.9K0.01%-182Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 535 shares; 2025Q1: 735 shares; 2025Q2: 1,557 shares; 2025Q3: 822 shares; 2025Q4: 835 shares; 2026Q1: 1,000 shares 1,000$44.1K0.01%+165Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348$43.4K0.01%0Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,524 shares; 2025Q4: 1,544 shares; 2026Q1: 1,565 shares 1,565$42.9K0.01%+21Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 145 shares; 2025Q2: 1,506 shares; 2025Q3: 1,260 shares; 2025Q4: 1,297 shares; 2026Q1: 949 shares 949$42.9K0.01%-348Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares 301$42.9K0.01%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,900 shares; 2025Q4: 1,913 shares; 2026Q1: 503 shares 503$42.8K0.01%-1,410Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 859 shares; 2025Q4: 870 shares; 2026Q1: 876 shares 876$41.6K0.01%+6Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 729 shares; 2026Q1: 403 shares 403$41.4K0.01%-326Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 80 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 189 shares; 2026Q1: 238 shares 238$41.3K0.01%+49Timeline
SPTMSPDR SERIES TRUSTQuarterly 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: 495 shares; 2026Q1: 497 shares 497$39.3K0.01%+2Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 357 shares; 2025Q2: 286 shares; 2025Q3: 287 shares; 2025Q4: 289 shares; 2026Q1: 305 shares 305$39.3K0.01%+16Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,006 shares; 2025Q1: 1,297 shares; 2025Q2: 1,006 shares; 2025Q3: 1,045 shares; 2025Q4: 1,143 shares; 2026Q1: 1,351 shares 1,351$39.2K0.01%+208Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 226 shares; 2026Q1: 227 shares 227$38.3K<0.01%+1Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 238 shares 238$38.2K<0.01%-126Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 32 shares; 2026Q1: 34 shares 34$37.5K<0.01%+2Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 327 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192$36.9K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly 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: 55 shares; 2025Q4: 55 shares; 2026Q1: 1,725 shares 1,725$36.5K<0.01%+1,670Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 158 shares; 2026Q1: 173 shares 173$36.1K<0.01%+15Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 281 shares; 2026Q1: 283 shares 283$35.8K<0.01%+2Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 150 shares; 2026Q1: 151 shares 151$34.8K<0.01%+1Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 178 shares 178$34.8K<0.01%+1Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 458 shares; 2026Q1: 460 shares 460$34.4K<0.01%+2Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 141 shares; 2025Q3: 150 shares; 2025Q4: 156 shares; 2026Q1: 245 shares 245$34.1K<0.01%+89Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 1,000 shares 1,000$33.5K<0.01%+990Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 55 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 51 shares; 2026Q1: 68 shares 68$33.5K<0.01%+17Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83$33K<0.01%newTimeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 705 shares; 2025Q1: 685 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 530 shares; 2026Q1: 526 shares 526$32.7K<0.01%-4Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 69 shares; 2025Q1: 162 shares; 2025Q2: 49 shares; 2025Q3: 74 shares; 2025Q4: 65 shares; 2026Q1: 77 shares 77$32.7K<0.01%+12Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly 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: 500 shares 500$32.3K<0.01%newTimeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares 2,381$32.3K<0.01%0Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 364 shares; 2025Q1: 363 shares; 2025Q2: 373 shares; 2025Q3: 395 shares; 2025Q4: 415 shares; 2026Q1: 441 shares 441$32K<0.01%+26Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 30 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 29 shares; 2026Q1: 62 shares 62$31K<0.01%+33Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 331 shares 331$30.3K<0.01%+1Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 533 shares; 2026Q1: 539 shares 539$28.7K<0.01%+6Timeline
FRDMEA SERIES TRUSTQuarterly 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: 523 shares; 2026Q1: 523 shares 523$28.6K<0.01%0Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 303 shares 303$28.4K<0.01%+1Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly 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: 476 shares 476$27.9K<0.01%newTimeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 298 shares; 2025Q4: 300 shares; 2026Q1: 303 shares 303$27.3K<0.01%+3Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares 1,112$27.1K<0.01%0Timeline
TNCTENNANT COQuarterly 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: 401 shares; 2025Q4: 403 shares; 2026Q1: 405 shares 405$26.9K<0.01%+2Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193$26.1K<0.01%newTimeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737$25.4K<0.01%0Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 218 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$24.7K<0.01%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 113 shares 113$24.6K<0.01%+23Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122$24.1K<0.01%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 736 shares 736$23.6K<0.01%+36Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 127 shares; 2026Q1: 128 shares 128$23.4K<0.01%+1Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 332 shares 332$22.7K<0.01%+4Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 309 shares 309$22.2K<0.01%+16Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 248 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 167 shares 167$22K<0.01%+70Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly 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: 250 shares 250$21.7K<0.01%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 104 shares 104$21.6K<0.01%+44Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 47 shares; 2026Q1: 104 shares 104$21.5K<0.01%+57Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 127 shares; 2026Q1: 138 shares 138$21.4K<0.01%+11Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 520 shares; 2025Q2: 65,528 shares; 2025Q3: 71,165 shares; 2025Q4: 600 shares; 2026Q1: 725 shares 725$20.8K<0.01%+125Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 137 shares; 2026Q1: 221 shares 221$20.4K<0.01%+84Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 19 shares; 2025Q1: 17 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 35 shares; 2026Q1: 73 shares 73$20.3K<0.01%+38Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 144 shares; 2026Q1: 163 shares 163$20.2K<0.01%+19Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 23 shares 23$19.9K<0.01%+13Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,112 shares; 2025Q4: 1,130 shares; 2026Q1: 1,153 shares 1,153$19.7K<0.01%+23Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 238 shares; 2026Q1: 179 shares 179$19.6K<0.01%-59Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 117 shares 117$19.3K<0.01%+5Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 138 shares 138$18.8K<0.01%+5Timeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151$18.8K<0.01%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155$18.7K<0.01%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 17 shares 17$18.6K<0.01%+6Timeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly 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: 75 shares 75$18.5K<0.01%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 42 shares 42$18.3K<0.01%+22Timeline
AEMAGNICO EAGLE MINES LTDQuarterly 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: 90 shares 90$18.3K<0.01%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly 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: 269 shares 269$18K<0.01%newTimeline
VHTVANGUARD WORLD FDQuarterly 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 shares; 2026Q1: 65 shares 65$17.8K<0.01%+63Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 241 shares 241$16.8K<0.01%+138Timeline
AZNASTRAZENECA PLCQuarterly 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: 84 shares 84$16.6K<0.01%newTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,584 shares; 2025Q3: 1,517 shares; 2025Q4: 1,143 shares; 2026Q1: 925 shares 925$16K<0.01%-218Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 51 shares; 2025Q1: 55 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 57 shares; 2026Q1: 76 shares 76$15.8K<0.01%+19Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 407 shares 407$15.6K<0.01%+105Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 286 shares; 2026Q1: 301 shares 301$15.5K<0.01%+15Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 26 shares; 2026Q1: 49 shares 49$15.4K<0.01%+23Timeline
EBAYEBAY 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: 706 shares; 2025Q3: 616 shares; 2025Q4: 165 shares; 2026Q1: 166 shares 166$15.1K<0.01%+1Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 35 shares 35$15K<0.01%+2Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 86 shares; 2026Q1: 200 shares 200$14.8K<0.01%+114Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121$14.7K<0.01%0Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly 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: 240 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241$14.6K<0.01%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15$14.3K<0.01%+1Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 185 shares 185$13.9K<0.01%+6Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 465 shares; 2025Q1: 74 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 88 shares; 2026Q1: 134 shares 134$13.7K<0.01%+46Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 177 shares 177$13.7K<0.01%+10Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 49 shares; 2026Q1: 75 shares 75$13.6K<0.01%+26Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 156 shares; 2026Q1: 210 shares 210$12.9K<0.01%+54Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 179 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169$12.7K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 39 shares; 2025Q4: 45 shares; 2026Q1: 61 shares 61$12.4K<0.01%+16Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 31 shares 31$12.2K<0.01%+1Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 102 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155$12.2K<0.01%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 87 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 89 shares 89$12.1K<0.01%+1Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 49 shares; 2025Q2: 13 shares; 2025Q3: 38 shares; 2025Q4: 52 shares; 2026Q1: 69 shares 69$12K<0.01%+17Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 25 shares; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 35 shares; 2026Q1: 50 shares 50$12K<0.01%+15Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 29 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 44 shares 44$11.7K<0.01%+12Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 20 shares; 2025Q3: 14 shares; 2025Q4: 26 shares; 2026Q1: 36 shares 36$11.6K<0.01%+10Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 29 shares; 2026Q1: 41 shares 41$11.3K<0.01%+12Timeline
SPYGSPDR SERIES TRUSTQuarterly 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: 115 shares 115$11.3K<0.01%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207$11.2K<0.01%0Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 28 shares; 2026Q1: 38 shares 38$11K<0.01%+10Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 46 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 75 shares 75$10.8K<0.01%+18Timeline
WABWABTECQuarterly 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 shares; 2025Q4: not reported; 2026Q1: 43 shares 43$10.7K<0.01%newTimeline
QSPTFIRST TR EXCHNG TRADED FD VIQuarterly 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: 350 shares 350$10.7K<0.01%newTimeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 93 shares 93$10.7K<0.01%+26Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly 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: 7 shares; 2026Q1: 35 shares 35$10.6K<0.01%+28Timeline
DVNDEVON ENERGY CORP NEWQuarterly 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: 211 shares 211$10.6K<0.01%newTimeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 43 shares; 2025Q2: 81 shares; 2025Q3: 57 shares; 2025Q4: 104 shares; 2026Q1: 125 shares 125$10.6K<0.01%+21Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 72 shares 72$10.5K<0.01%-2Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly 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: 220 shares 220$10.5K<0.01%newTimeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 88 shares 88$10.4K<0.01%+2Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86$10.3K<0.01%0Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 31 shares; 2025Q2: 22 shares; 2025Q3: 26 shares; 2025Q4: 47 shares; 2026Q1: 72 shares 72$10.3K<0.01%+25Timeline
DSEPFIRST TR EXCHNG TRADED FD VIQuarterly 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: 230 shares 230$10.1K<0.01%newTimeline
APHAMPHENOL CORPQuarterly 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: 13 shares; 2025Q4: 13 shares; 2026Q1: 80 shares 80$10.1K<0.01%+67Timeline
CTASCINTAS CORPQuarterly 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 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 59 shares 59$10K<0.01%+31Timeline
VUSBVANGUARD BD INDEX FDSQuarterly 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: 201 shares 201$10K<0.01%newTimeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86$9.88K<0.01%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares 178$9.82K<0.01%newTimeline
MDBMONGODB INCQuarterly 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: 40 shares 40$9.79K<0.01%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 209 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 90 shares 90$9.78K<0.01%+46Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 68 shares; 2025Q3: 80 shares; 2025Q4: 104 shares; 2026Q1: 144 shares 144$9.73K<0.01%+40Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 140 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 90 shares; 2026Q1: 93 shares 93$9.72K<0.01%+3Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 97 shares; 2025Q4: 88 shares; 2026Q1: 113 shares 113$9.72K<0.01%+25Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 79 shares; 2025Q3: 172 shares; 2025Q4: 137 shares; 2026Q1: 171 shares 171$9.63K<0.01%+34Timeline
CITHE CIGNA GROUPQuarterly 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: 36 shares 36$9.6K<0.01%newTimeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 9 shares 9$9.52K<0.01%+3Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 189 shares; 2026Q1: 279 shares 279$9.45K<0.01%+90Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 36 shares; 2026Q1: 38 shares 38$9.44K<0.01%+2Timeline
IMOIMPERIAL OIL LTDQuarterly 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: 71 shares 71$9.29K<0.01%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 218 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 81 shares 81$9.2K<0.01%+66Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 46 shares 46$9.12K<0.01%+13Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 243 shares; 2026Q1: 246 shares 246$9.06K<0.01%+3Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194$9.01K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 30 shares; 2026Q1: 45 shares 45$8.89K<0.01%+15Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20$8.49K<0.01%newTimeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$8.45K<0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18$8.41K<0.01%0Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$8.29K<0.01%0Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 474 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 314 shares 314$8.27K<0.01%newTimeline
PIPRPIPER SANDLER COMPANIESQuarterly 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: 108 shares 108$8.27K<0.01%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 53 shares; 2025Q4: 50 shares; 2026Q1: 52 shares 52$8.25K<0.01%+2Timeline
MARMARRIOTT INTL INC NEWQuarterly 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 shares 25$8.18K<0.01%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20$7.93K<0.01%newTimeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 583 shares; 2025Q3: 636 shares; 2025Q4: 575 shares; 2026Q1: 580 shares 580$7.83K<0.01%+5Timeline
SPYVSPDR SERIES TRUSTQuarterly 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: 138 shares 138$7.81K<0.01%newTimeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 100 shares; 2026Q1: 130 shares 130$7.81K<0.01%+30Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 29 shares; 2025Q4: 19 shares; 2026Q1: 119 shares 119$7.77K<0.01%+100Timeline
DTDYNATRACE INCQuarterly 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: 111 shares; 2026Q1: 208 shares 208$7.69K<0.01%+97Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 47 shares 47$7.64K<0.01%+15Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 14 shares 14$7.55K<0.01%+4Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 203 shares 203$7.54K<0.01%+3Timeline
NTCTNETSCOUT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: 236 shares 236$7.5K<0.01%+44Timeline
ATENA10 NETWORKS INCQuarterly 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: 229 shares; 2026Q1: 321 shares 321$7.42K<0.01%+92Timeline
FNDESCHWAB STRATEGIC TRQuarterly 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: 192 shares 192$7.35K<0.01%newTimeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 68 shares; 2025Q3: 76 shares; 2025Q4: 36 shares; 2026Q1: 112 shares 112$7.3K<0.01%+76Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 123 shares 123$7.26K<0.01%+49Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 213 shares; 2025Q4: 228 shares; 2026Q1: 230 shares 230$7.26K<0.01%+2Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 57 shares 57$7.18K<0.01%+16Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares; 2026Q1: 733 shares 733$7.17K<0.01%+208Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12$7.07K<0.01%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 41 shares; 2025Q3: 55 shares; 2025Q4: 63 shares; 2026Q1: 99 shares 99$7.05K<0.01%+36Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 131 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78$7.03K<0.01%+1Timeline
VOEVANGUARD INDEX FDSQuarterly 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: 38 shares 38$7K<0.01%newTimeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 36 shares 36$6.97K<0.01%+1Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 111 shares; 2025Q4: 108 shares; 2026Q1: 111 shares 111$6.97K<0.01%+3Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 34 shares 34$6.94K<0.01%+7Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$6.89K<0.01%0Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 1,478 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978$6.8K<0.01%0Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 73 shares 73$6.79K<0.01%+21Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23$6.79K<0.01%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly 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: 247 shares 247$6.78K<0.01%+102Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly 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: 6 shares; 2025Q4: not reported; 2026Q1: 108 shares 108$6.78K<0.01%newTimeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103$6.74K<0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 205 shares; 2025Q4: 103 shares; 2026Q1: 104 shares 104$6.73K<0.01%+1Timeline
ROSTROSS STORES INCQuarterly 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: 31 shares 31$6.72K<0.01%newTimeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 50 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares 108$6.61K<0.01%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly 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: 141 shares 141$6.44K<0.01%newTimeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49$6.37K<0.01%0Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 98 shares; 2026Q1: 119 shares 119$6.37K<0.01%+21Timeline
RPRXROYALTY PHARMA PLCQuarterly 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: 91 shares; 2026Q1: 131 shares 131$6.29K<0.01%+40Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 29 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 10 shares 10$6.09K<0.01%+6Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly 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 shares 14$6.08K<0.01%newTimeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 13 shares 13$6.03K<0.01%+4Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 137 shares; 2025Q4: 159 shares; 2026Q1: 179 shares 179$5.94K<0.01%+20Timeline
ALABASTERA LABS INCQuarterly 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: 32 shares; 2026Q1: 54 shares 54$5.92K<0.01%+22Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 48 shares 48$5.89K<0.01%newTimeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 43 shares; 2025Q2: 53 shares; 2025Q3: 59 shares; 2025Q4: 51 shares; 2026Q1: 68 shares 68$5.88K<0.01%+17Timeline
ENSGENSIGN GROUP INCQuarterly 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: 21 shares; 2026Q1: 29 shares 29$5.84K<0.01%+8Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly 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: 127 shares 127$5.83K<0.01%newTimeline
ORLYOREILLY AUTOMOTIVE INCQuarterly 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: 7 shares; 2025Q4: not reported; 2026Q1: 63 shares 63$5.82K<0.01%newTimeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 207 shares; 2025Q2: 54 shares; 2025Q3: 59 shares; 2025Q4: 54 shares; 2026Q1: 60 shares 60$5.81K<0.01%+6Timeline
TDGTRANSDIGM GROUP INCQuarterly 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 shares 5$5.79K<0.01%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 101 shares; 2025Q2: 206 shares; 2025Q3: 239 shares; 2025Q4: 359 shares; 2026Q1: 299 shares 299$5.74K<0.01%-60Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27$5.7K<0.01%newTimeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$5.65K<0.01%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 34 shares 34$5.62K<0.01%newTimeline
OKTAOKTA INCQuarterly 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: 45 shares; 2026Q1: 70 shares 70$5.51K<0.01%+25Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 212 shares 212$5.48K<0.01%+1Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 24 shares 24$5.39K<0.01%+4Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares 57$5.26K<0.01%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 73 shares 73$5.24K<0.01%+14Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 10 shares 10$5.23K<0.01%+4Timeline
VBRVANGUARD INDEX FDSQuarterly 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: 24 shares 24$5.21K<0.01%newTimeline
PCGPG&E CORPQuarterly 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: 13 shares; 2025Q4: not reported; 2026Q1: 294 shares 294$5.17K<0.01%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 29 shares 29$5.09K<0.01%+4Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9$5.06K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares 4$5.04K<0.01%+1Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly 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: 8 shares; 2026Q1: 15 shares 15$4.96K<0.01%+7Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 77 shares; 2026Q1: 42 shares 42$4.96K<0.01%-35Timeline
VMCVULCAN MATLS COQuarterly 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: 18 shares 18$4.9K<0.01%newTimeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 6 shares; 2026Q1: 24 shares 24$4.86K<0.01%+18Timeline
BTIBRITISH AMERN TOB PLCQuarterly 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: 18 shares; 2025Q4: 18 shares; 2026Q1: 82 shares 82$4.81K<0.01%+64Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10$4.73K<0.01%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57$4.72K<0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 30 shares; 2026Q1: 31 shares 31$4.64K<0.01%+1Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80$4.61K<0.01%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly 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: 77 shares; 2026Q1: 80 shares 80$4.56K<0.01%+3Timeline
BOXBOX INCQuarterly 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: 96 shares; 2026Q1: 192 shares 192$4.54K<0.01%+96Timeline
SCHESCHWAB STRATEGIC TRQuarterly 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: 137 shares 137$4.51K<0.01%newTimeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 100 shares; 2025Q4: 164 shares; 2026Q1: 210 shares 210$4.45K<0.01%+46Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 126 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112$4.38K<0.01%0Timeline
SHOPSHOPIFY INCQuarterly 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: 35 shares 35$4.15K<0.01%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly 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: 28 shares 28$4.1K<0.01%newTimeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 12 shares 12$4.07K<0.01%+3Timeline
WCNWASTE CONNECTIONS INCQuarterly 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 shares 25$4.06K<0.01%newTimeline
ROLROLLINS INCQuarterly 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: 76 shares 76$4.06K<0.01%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 15 shares 15$4.06K<0.01%+12Timeline
LPLALPL FINL HLDGS INCQuarterly 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: 13 shares 13$3.91K<0.01%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,184 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 65 shares 65$3.81K<0.01%-81Timeline
CRHCRH PLCQuarterly 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: 36 shares 36$3.79K<0.01%newTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly 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 shares; 2025Q4: not reported; 2026Q1: 13 shares 13$3.78K<0.01%newTimeline
PNRPENTAIR PLCQuarterly 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: 43 shares 43$3.75K<0.01%newTimeline
GENGEN DIGITAL INCQuarterly 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: 187 shares 187$3.52K<0.01%newTimeline
CHRWC H ROBINSON WORLDWIDE INQuarterly 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: 21 shares 21$3.49K<0.01%newTimeline
AZOAUTOZONE INCQuarterly 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 shares 1$3.38K<0.01%newTimeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly 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: 42 shares; 2026Q1: 42 shares 42$3.2K<0.01%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly 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: 28 shares; 2026Q1: 34 shares 34$3.19K<0.01%+6Timeline
ESEVERSOURCE ENERGYQuarterly 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: 46 shares 46$3.19K<0.01%newTimeline
RRXREGAL REXNORD CORPORATIONQuarterly 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 shares 17$3.18K<0.01%newTimeline
GDGENERAL DYNAMICS CORPQuarterly 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: 9 shares 9$3.11K<0.01%+1Timeline
ULSUL SOLUTIONS INCQuarterly 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: 15 shares; 2026Q1: 36 shares 36$3.09K<0.01%+21Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38$3.04K<0.01%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,018 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11$2.98K<0.01%newTimeline
SFMSPROUTS FMRS MKT INCQuarterly 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: 19 shares; 2025Q4: not reported; 2026Q1: 38 shares 38$2.93K<0.01%newTimeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 29 shares 29$2.91K<0.01%newTimeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 6 shares 6$2.88K<0.01%-1Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly 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: 136 shares 136$2.88K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VPLSVANGUARD MALVERN FDS662$51.7Kshares
MICCMAGNUM ICE CREAM CO NV2,655$42.1Kshares
DEMZADVISORS INNER CIRCLE FD III695$29.6Kshares
IWRISHARES TR298$28.7Kshares
EXASEXACT SCIENCES CORP256$26Kshares
IWOISHARES TR65$21.1Kshares
FSSLFS SPECIALTY LENDING FD1,471$20.8Kshares
BXPBXP INC304$20.5Kshares
DBEFDBX ETF TR313$15.1Kshares
HIWHIGHWOODS PPTYS INC413$10.7Kshares
SPMDSPDR SERIES TRUST164$9.47Kshares
AZNASTRAZENECA PLC-SPONS ADR96$8.79Kshares
PIPRPIPER SANDLER COS23$7.81Kshares
QTWOQ2 HLDGS INC100$7.22Kshares
GWXSPDR INDEX SHS FDS158$6.44Kshares
SJMSMUCKER J M CO34$3.29Kshares
AYIACUITY INC9$3.24Kshares
LNCLINCOLN NATL CORP IND12$535shares
BLDTOPBUILD COR1$418shares
DKNGDRAFTKINGS INC NEW8$276shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001810089-26-000002 base2026-04-23acceptance time not in the bulk data set